| Carroll Financial Associates, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $89 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 16 | $1.00K | 0.00% | −16−50.0% | Reduced |
| BerganKDV Wealth Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 28 | $1.00K | 0.00% | +13+86.7% | Added |
| Bell Investment Advisors, Inc | 23 | $1.00K | 0.00% | +2+9.5% | Added |
| Evoke Wealth, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | +12 | New |
| Sierra Capital LLC | 21 | $1.00K | 0.00% | +21 | New |
| SJS Investment Consulting Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Schubert & Co | 27 | $1.00K | 0.00% | +27 | New |
| Amplius Wealth Advisors, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 18 | $1.00K | 0.00% | +18 | New |
| MV Capital Management, Inc. | 36 | $2.00K | 0.00% | −56−60.9% | Reduced |
| Lindbrook Capital, LLC | 47 | $2.00K | 0.00% | −11−19.0% | Reduced |
| Hudock, Inc. | 67 | $2.00K | 0.00% | +67 | New |
| JFS Wealth Advisors, LLC | 51 | $2.00K | 0.00% | +51 | New |
| EverSource Wealth Advisors, LLC | 48 | $2.00K | 0.00% | +48 | New |
| CoreCap Advisors, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Sutton Wealth Advisors Inc. | 47 | $2.08K | 0.00% | +1+2.2% | Added |
| Allworth Financial LP | 76 | $3.00K | 0.00% | −240−75.9% | Reduced |
| Truehand, Inc | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 76 | $3.00K | 0.00% | +31+68.9% | Added |
| TCI Wealth Advisors, Inc. | 86 | $4.00K | 0.00% | −192−69.1% | Reduced |
| Stephenson National Bank & Trust | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 85 | $4.00K | 0.00% | +85 | New |
| Signet Financial Management, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Ahrens Investment Partners LLC | 100 | $4.00K | 0.00% | +100 | New |
| Dark Forest Capital Management LP | 89 | $4.00K | 0.00% | +89 | New |
| Financial Management Professionals, Inc. | 106 | $5.00K | 0.00% | −17−13.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 117 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 115 | $5.00K | 0.01% | +115 | New |
| Washington Trust Co | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 129 | $6.00K | 0.00% | +13+11.2% | Added |
| Islay Capital Management, LLC | 145 | $6.00K | 0.00% | +145 | New |
| Gemmer Asset Management LLC | 165 | $7.00K | 0.00% | −11−6.3% | Reduced |
| Earnest Partners LLC | 153 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 152 | $7.00K | 0.00% | +152 | New |
| Jones Financial Companies LLLP | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 210 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 208 | $9.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 209 | $9.00K | 0.01% | +209 | New |
| Financial Perspectives, Inc | 224 | $9.94K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 235 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 225 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 268 | $11.0K | 0.00% | −1,176−81.4% | Reduced |
| Parkside Financial Bank & Trust | 250 | $11.0K | 0.00% | +6+2.5% | Added |
| Exchange Traded Concepts, LLC | 243 | $11.0K | 0.00% | +243 | New |
| Delta Asset Management LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 312 | $14.0K | 0.00% | −11−3.4% | Reduced |
| Desjardins Global Asset Management Inc. | 318 | $14.0K | 0.00% | +318 | New |
| Harbour Investments, Inc. | 343 | $15.0K | 0.00% | −2,520−88.0% | Reduced |
| Trustcore Financial Services, LLC | 340 | $15.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 345 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 380 | $17.0K | 0.00% | −3,124−89.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 373 | $17.0K | 0.00% | +1+0.3% | Added |
| Selective Wealth Management, Inc. | 373 | $17.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 458 | $20.0K | 0.00% | +2+0.4% | Added |
| Lloyd Advisory Services, LLC. | 458 | $20.0K | 0.01% | +44+10.6% | Added |
| Spirit of America Management Corp | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 506 | $22.0K | 0.00% | +80+18.8% | Added |
| CVA Family Office, LLC | 490 | $22.0K | 0.01% | +490 | New |
| First Manhattan Co | 553 | $24.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 538 | $24.0K | 0.01% | +14+2.7% | Added |
| Markston International LLC | 553 | $25.0K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 557 | $25.0K | 0.00% | +557 | New |
| TD Waterhouse Canada Inc. | 520 | $26.5K | 0.00% | +520 | New |
| Proequities, Inc. | 600 | $27.0K | 0.00% | −491−45.0% | Reduced |
| Quadrant Capital Group LLC | 609 | $27.0K | 0.00% | −68−10.0% | Reduced |
| First Horizon Advisors, Inc. | 662 | $29.0K | 0.00% | −13−1.9% | Reduced |
| Montag A & Associates Inc | 645 | $29.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 700 | $31.0K | 0.01% | +700 | New |
| SOA Wealth Advisors, LLC. | 799 | $35.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 803 | $36.0K | 0.00% | +6+0.8% | Added |
| Huntington National Bank | 839 | $38.0K | 0.00% | +1+0.1% | Added |
| MUFG Americas Holdings Corp | 886 | $39.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 903 | $40.0K | 0.00% | +903 | New |
| American Portfolios Advisors | 944 | $41.9K | 0.00% | −565−37.4% | Reduced |
| Signaturefd, LLC | 1,084 | $48.0K | 0.00% | +275+34.0% | Added |
| Silvant Capital Management LLC | 1,102 | $49.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,151 | $51.0K | 0.00% | −70,000−98.4% | Reduced |
| HM Payson & Co | 1,171 | $52.0K | 0.00% | −1,799−60.6% | Reduced |
| Baystate Wealth Management LLC | 1,194 | $53.0K | 0.00% | +1+0.1% | Added |
| AdvisorNet Financial, Inc | 1,244 | $55.0K | 0.00% | +20+1.6% | Added |
| Mystic Asset Management, Inc. | 1,300 | $57.0K | 0.03% | +1,300 | New |
| Eagle Bay Advisors LLC | 1,323 | $58.0K | 0.04% | −1,210−47.8% | Reduced |
| IMA Wealth, Inc. | 1,311 | $58.0K | 0.01% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 1,312 | $58.0K | 0.05% | +1,312 | New |
| Central Trust Co | 1,330 | $59.0K | 0.00% | 00.0% | Unchanged |
