| Henrickson Nauta Wealth Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 21 | $902 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 56 | $2.00K | 0.00% | −32−36.4% | Reduced |
| JFS Wealth Advisors, LLC | 51 | $2.00K | 0.00% | +30+142.9% | Added |
| Bivin & Associates, Inc. | 36 | $2.00K | 0.00% | +36 | New |
| Earnest Partners LLC | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 93 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $4.00K | 0.00% | +100 | New |
| Lloyd Advisory Services, LLC. | 97 | $4.00K | 0.00% | +97 | New |
| Optimum Investment Advisors | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 117 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 156 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 159 | $7.00K | 0.00% | +68+74.7% | Added |
| Gemmer Asset Management LLC | 180 | $8.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 216 | $9.00K | 0.00% | −1−0.5% | Reduced |
| Cordasco Financial Network | 208 | $9.00K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 217 | $9.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 199 | $9.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 204 | $9.00K | 0.00% | +135+195.7% | Added |
| Aquatic Capital Management LLC | 200 | $9.00K | 0.02% | +200 | New |
| Beaird Harris Wealth Management, LLC | 200 | $9.00K | 0.00% | +200 | New |
| Financial Management Professionals, Inc. | 225 | $10.0K | 0.00% | −61−21.3% | Reduced |
| O'Dell Group, LLC | 267 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 250 | $11.0K | 0.01% | +250 | New |
| Washington Trust Advisors, Inc. | 263 | $11.0K | 0.00% | +263 | New |
| Financial Perspectives, Inc | 293 | $12.6K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 293 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 300 | $13.0K | 0.01% | +300 | New |
| Brewin Dolphin Ltd | 358 | $15.0K | 0.00% | −9,416−96.3% | Reduced |
| Toth Financial Advisory Corp | 349 | $15.0K | 0.00% | −100−22.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 352 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 339 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 381 | $16.0K | 0.00% | +381 | New |
| Massmutual Trust Co FSB | 401 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 400 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 390 | $17.0K | 0.00% | +100+34.5% | Added |
| Winch Advisory Services, LLC | 414 | $18.0K | 0.01% | +2+0.5% | Added |
| Danda Trouve Investment Management, Inc. | 423 | $18.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 410 | $18.0K | 0.01% | +66+19.2% | Added |
| Whittier Trust Co | 450 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 450 | $19.0K | 0.00% | −3−0.7% | Reduced |
| Pinnacle Financial Partners Inc | 443 | $19.0K | 0.00% | +443 | New |
| Signet Financial Management, LLC | 450 | $19.0K | 0.00% | +450 | New |
| Aspire Private Capital, LLC | 456 | $20.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 454 | $20.0K | 0.00% | +454 | New |
| Ulland Investment Advisors, LLC | 470 | $20.0K | 0.01% | +470 | New |
| FinTrust Capital Advisors, LLC | 486 | $21.0K | 0.01% | −1,600−76.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 500 | $21.0K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 503 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 502 | $22.0K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 544 | $23.0K | 0.01% | +544 | New |
| Spire Wealth Management | 571 | $25.0K | 0.00% | +174+43.8% | Added |
| Rational Advisors LLC | 574 | $25.0K | 0.00% | +331+136.2% | Added |
| Tradewinds Capital Management, LLC | 609 | $26.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 594 | $26.0K | 0.00% | +89+17.6% | Added |
| Kistler-Tiffany Companies, LLC | 648 | $28.0K | 0.01% | +2+0.3% | Added |
| Kings Point Capital Management | 708 | $30.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 705 | $30.0K | 0.00% | +2+0.3% | Added |
| Carroll Financial Associates, Inc. | 708 | $30.0K | 0.00% | +708 | New |
| Mark Sheptoff Financial Planning, LLC | 750 | $32.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 773 | $33.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 832 | $36.0K | 0.02% | +3+0.4% | Added |
| Huntington National Bank | 873 | $37.0K | 0.00% | +250+40.1% | Added |
| First Horizon Advisors, Inc. | 896 | $38.0K | 0.00% | −159−15.1% | Reduced |
| Lindbrook Capital, LLC | 908 | $39.0K | 0.01% | −28−3.0% | Reduced |
| Stephenson National Bank & Trust | 900 | $39.0K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,000 | $43.0K | 0.03% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 1,000 | $43.0K | 0.02% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 1,084 | $46.0K | 0.01% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 1,111 | $48.0K | 0.04% | +1,111 | New |
| AlphaMark Advisors, LLC | 1,200 | $52.0K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 1,200 | $52.0K | 0.00% | +400+50.0% | Added |
| CWM, LLC | 1,204 | $52.0K | 0.00% | +1,204 | New |
| HighMark Wealth Management LLC | 1,229 | $53.0K | 0.03% | +4+0.3% | Added |
| NEXT Financial Group, Inc | 1,320 | $57.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,400 | $60.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1,395 | $60.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 1,496 | $64.0K | 0.07% | −2,205−59.6% | Reduced |
| Larson Financial Group LLC | 1,514 | $65.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,556 | $66.8K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1,562 | $67.0K | 0.03% | −938−37.5% | Reduced |
| Tacita Capital Inc | 1,566 | $67.0K | 0.04% | +1,566 | New |