| Ellevest, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 2 | $0 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $433 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| HWG Holdings LP | 7 | $1.00K | 0.00% | +7 | New |
| Heritage Wealth Management, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 15 | $1.34K | 0.00% | +15 | New |
| Professional Financial Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 21 | $2.00K | 0.00% | +8+61.5% | Added |
| American National Bank | 28 | $2.00K | 0.00% | +28 | New |
| Institutional & Family Asset Management, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 46 | $3.00K | 0.00% | +14+43.8% | Added |
| Bradley & Co. Private Wealth Management, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 58,750 | $5.00K | 0.00% | +27,072+85.5% | Added |
| Cetera Advisors LLC | 60,772 | $5.00K | 0.00% | +32,069+111.7% | Added |
| Worth Asset Management, LLC | 57 | $5.00K | 0.00% | −663−92.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 63 | $5.00K | 0.00% | +1+1.6% | Added |
| Ulland Investment Advisors, LLC | 64 | $5.00K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 61 | $5.00K | 0.00% | +48+369.2% | Added |
| Parallax Volatility Advisers, L.P. | 60 | $5.00K | 0.00% | +60 | New |
| Costello Asset Management, INC | 60 | $5.00K | 0.00% | +60 | New |
| Coston, McIsaac & Partners | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 66 | $6.00K | 0.00% | +66 | New |
| Capstone Investment Advisors, LLC | 80 | $7.00K | 0.00% | −2,016−96.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 84 | $7.00K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 100 | $8.00K | 0.00% | −212−67.9% | Reduced |
| Financial Management Professionals, Inc. | 90 | $8.00K | 0.00% | −27−23.1% | Reduced |
| Private Ocean, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 95 | $8.00K | 0.00% | +17+21.8% | Added |
| Axiom Investment Management LLC | 100 | $8.00K | 0.02% | +100 | New |
| Estabrook Capital Management | 100 | $8.64K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 100 | $9.00K | 0.00% | −1,260−92.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 107 | $9.00K | 0.01% | +1+0.9% | Added |
| Baldrige Asset Management LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 109 | $9.00K | 0.09% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 100 | $9.00K | 0.00% | +100 | New |
| Abound Wealth Management | 108 | $9.31K | 0.01% | +108 | New |
| West Financial Advisors, LLC | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 112 | $10.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 116 | $10.0K | 0.01% | +11+10.5% | Added |
| Toth Financial Advisory Corp | 110 | $10.0K | 0.00% | +110 | New |
| Ten Capital Wealth Advisors, LLC | 120 | $10.0K | 0.00% | +120 | New |
| First PREMIER Bank | 125 | $11.0K | 0.00% | −45−26.5% | Reduced |
| Baldwin Brothers Inc | 129 | $11.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 130 | $11.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 149 | $12.0K | 0.00% | −17−10.2% | Reduced |
| Investors Asset Management of Georgia Inc | 143 | $12.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 136 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cowa, LLC | 135 | $12.0K | 0.01% | +135 | New |
| Pinebridge Investments, L.P. | 145 | $13.0K | 0.00% | −73−33.5% | Reduced |
| Sofos Investments, Inc. | 86 | $13.0K | 0.00% | −10−10.4% | Reduced |
| Dark Forest Capital Management LP | 148 | $13.0K | 0.00% | +112+311.1% | Added |
| Almanack Investment Partners, LLC. | 167 | $14.0K | 0.00% | +167 | New |
| McClarren Financial Advisors, Inc. | 166 | $14.0K | 0.01% | +166 | New |
| Founders Capital Management | 173 | $15.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 179 | $15.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 188 | $16.0K | 0.00% | −277−59.6% | Reduced |
| Glen Eagle Advisors, LLC | 190 | $16.4K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 195 | $16.9K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 200 | $17.0K | 0.00% | −200−50.0% | Reduced |
| Wolff Wiese Magana LLC | 201 | $17.0K | 0.01% | −5−2.4% | Reduced |
| Trust Co | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 196 | $17.0K | 0.01% | +196 | New |
| Prestige Wealth Management Group LLC | 229 | $19.0K | 0.01% | −4−1.7% | Reduced |
| Arlington Partners LLC | 234 | $20.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,624 | $20.0K | 0.01% | +131+2.4% | Added |
| Newbridge Financial Services Group, Inc. | 239 | $21.0K | 0.01% | +101+73.2% | Added |
| Webster Bank, N. A. | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 260 | $22.0K | 0.00% | +221+566.7% | Added |
| TD Capital Management LLC | 254 | $22.0K | 0.00% | +254 | New |
| Syverson Strege & Co | 261 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 261 | $23.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 256 | $23.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 274 | $23.7K | 0.01% | +2+0.7% | Added |
| Ameliora Wealth Management Ltd. | 300 | $24.0K | 0.01% | +300 | New |
| Covestor Ltd | 284 | $25.0K | 0.02% | −419−59.6% | Reduced |
| West Paces Advisors Inc. | 290 | $25.1K | 0.01% | 00.0% | Unchanged |