| Guidance Point Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $665 | 0.00% | – | – |
| PEAK6 Investments LLC | 2 | $2.00K | 0.00% | −2−50.0% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3 | $2.00K | 0.00% | −1−25.0% | Reduced |
| Wolff Wiese Magana LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Arkadios Wealth Advisors | 6 | $3.00K | 0.00% | −10−62.5% | Reduced |
| Sound Income Strategies, LLC | 4 | $3.00K | 0.00% | −2−33.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 4 | $3.00K | 0.00% | +1+33.3% | Added |
| Hanson & Doremus Investment Management | 5 | $3.00K | 0.00% | +5 | New |
| Cranbrook Wealth Management, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Key Financial Inc | 5 | $3.00K | 0.00% | +5 | New |
| Bellwether Advisors, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Ancora Advisors, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 6 | $4.00K | 0.00% | +6 | New |
| Edge Wealth Management LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $5.32K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 11 | $7.00K | 0.00% | −18−62.1% | Reduced |
| Truvestments Capital LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $7.00K | 0.00% | +10 | New |
| Syverson Strege & Co | 10 | $7.00K | 0.01% | +10 | New |
| Private Capital Group, LLC | 10 | $7.00K | 0.00% | +10 | New |
| West Paces Advisors Inc. | 12 | $7.99K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 14 | $9.00K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 13 | $9.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 13 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 13 | $9.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $9.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 13 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 15 | $9.98K | 0.00% | +1+7.1% | Added |
| Jacobi Capital Management LLC | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 15 | $10.0K | 0.00% | +15 | New |
| Center for Financial Planning, Inc. | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 18 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 18 | $12.0K | 0.00% | +18 | New |
| Sandy Spring Bank | 19 | $13.0K | 0.00% | −150−88.8% | Reduced |
| American National Bank | 20 | $13.0K | 0.00% | −2−9.1% | Reduced |
| Corbenic Partners LLC | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $14.0K | 0.00% | +7+50.0% | Added |
| Resolute Partners Group | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Group LLC | 24 | $16.0K | 0.00% | −1,256−98.1% | Reduced |
| Covington Capital Management | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 25 | $17.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 25 | $17.0K | 0.01% | +3+13.6% | Added |
| Asset Dedication, LLC | 26 | $17.0K | 0.00% | +14+116.7% | Added |
| Allworth Financial LP | 25 | $17.0K | 0.00% | +25 | New |
| Meridian Wealth Partners, LLC | 25 | $17.0K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 27 | $18.0K | 0.01% | +27 | New |
| First Command Bank | 32 | $21.0K | 0.00% | −6−15.8% | Reduced |
| First Command Financial Services, Inc. | 32 | $21.0K | 0.00% | −6−15.8% | Reduced |
| Front Row Advisors LLC | 31 | $21.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $21.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 31 | $21.0K | 0.00% | +4+14.8% | Added |
| Sargent Bickham Lagudis LLC | 32 | $21.0K | 0.00% | +32 | New |
| Hanseatic Management Services Inc | 33 | $22.0K | 0.04% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 36 | $24.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 36 | $24.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 37 | $25.0K | 0.01% | −8−17.8% | Reduced |
| Kowal Investment Group, LLC | 37 | $25.0K | 0.01% | +37 | New |
| BerganKDV Wealth Management, LLC | 39 | $26.0K | 0.00% | +24+160.0% | Added |
| Reilly Financial Advisors, LLC | 40 | $27.0K | 0.00% | −4−9.1% | Reduced |
| Lindbrook Capital, LLC | 41 | $27.0K | 0.01% | +18+78.3% | Added |
| MUFG Americas Holdings Corp | 40 | $27.0K | 0.00% | +40 | New |
| Baldwin Brothers Inc | 40 | $27.0K | 0.00% | +40 | New |
| Gerber Kawasaki Wealth & Investment Management | 43 | $28.0K | 0.00% | +43 | New |
| Bedel Financial Consulting, Inc. | 44 | $29.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 43 | $29.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 44 | $29.0K | 0.01% | +9+25.7% | Added |
| Prestige Wealth Management Group LLC | 46 | $31.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $33.0K | 0.00% | −5−9.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 50 | $33.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 50 | $33.3K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 54 | $36.0K | 0.00% | +8+17.4% | Added |
| Farmers & Merchants Investments Inc | 54 | $36.0K | 0.00% | +15+38.5% | Added |
| Washington Trust Co | 58 | $38.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 62 | $41.0K | 0.00% | −4,769−98.7% | Reduced |
| Kings Point Capital Management | 62 | $41.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 63 | $42.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 65 | $43.0K | 0.02% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 64 | $43.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 65 | $43.0K | 0.00% | +16+32.7% | Added |
| Clearstead Advisors, LLC | 64 | $43.0K | 0.00% | +57+814.3% | Added |
| Stonebridge Capital Advisors LLC | 70 | $47.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 70 | $47.0K | 0.00% | +70 | New |
| PSI Advisors, LLC | 70 | $47.0K | 0.02% | +70 | New |
| TCI Wealth Advisors, Inc. | 73 | $49.0K | 0.01% | +30+69.8% | Added |
| Huntington National Bank | 76 | $51.0K | 0.00% | +40+111.1% | Added |
| Eagle Bay Advisors LLC | 88 | $58.0K | 0.03% | −4−4.3% | Reduced |
| JFS Wealth Advisors, LLC | 91 | $61.0K | 0.01% | +91 | New |
| Evolution Wealth Advisors, LLC | 94 | $63.0K | 0.01% | +13+16.0% | Added |
| Moser Wealth Advisors, LLC | 100 | $67.0K | 0.04% | −680−87.2% | Reduced |
| CX Institutional | 100 | $67.0K | 0.01% | −10−9.1% | Reduced |