| Curi Capital | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 4 | $0 | 0.00% | +4 | New |
| TCTC Holdings, LLC | 6 | $0 | 0.00% | +6 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $0 | 0.00% | +13 | New |
| Private Ocean, LLC | 4 | $0 | 0.00% | +4 | New |
| Burleson & Company, LLC | 5 | $0 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $376 | 0.00% | – | – |
| Dark Forest Capital Management LP | 12 | $1.00K | 0.00% | −245−95.3% | Reduced |
| JNBA Financial Advisors | 15 | $1.00K | 0.00% | −27−64.3% | Reduced |
| Longfellow Investment Management Co LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Northwest Investment Counselors, LLC | 15 | $1.00K | 0.00% | +15 | New |
| GoalVest Advisory LLC | 8 | $1.00K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 32 | $2.00K | 0.00% | +8+33.3% | Added |
| Capital Advisors, Ltd. LLC | 20 | $2.00K | 0.00% | +20 | New |
| MCF Advisors LLC | 26 | $2.00K | 0.00% | +26 | New |
| Disciplined Investments, LLC | 32 | $2.00K | 0.00% | +32 | New |
| Newbridge Financial Services Group, Inc. | 31 | $2.00K | 0.00% | +31 | New |
| Carolinas Wealth Consulting LLC | 39 | $3.00K | 0.00% | −28−41.8% | Reduced |
| Harbor Investment Advisory, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 54 | $4.00K | 0.00% | −9−14.3% | Reduced |
| Stonebridge Capital Advisors LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 54 | $4.00K | 0.00% | +54 | New |
| Rocky Mountain Advisers, LLC | 64 | $5.00K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 74 | $6.00K | 0.01% | −15,902−99.5% | Reduced |
| Financial Avengers, Inc. | 78 | $6.00K | 0.00% | −25−24.3% | Reduced |
| Versant Capital Management, Inc | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 74 | $6.00K | 0.00% | +74 | New |
| Stephens Consulting, LLC | 80 | $6.03K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 95 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 105 | $8.00K | 0.00% | +5+5.0% | Added |
| Vectors Research Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 106 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 111 | $8.00K | 0.00% | +93+516.7% | Added |
| Tarbox Family Office, Inc. | 120 | $9.00K | 0.00% | −174−59.2% | Reduced |
| Covington Capital Management | 123 | $9.00K | 0.00% | +37+43.0% | Added |
| Financial Management Professionals, Inc. | 127 | $10.0K | 0.00% | +49+62.8% | Added |
| Money Concepts Capital Corp | 134 | $10.0K | 0.00% | +134 | New |
| Essex Investment Management Co LLC | 146 | $11.0K | 0.00% | −84−36.5% | Reduced |
| Pacifica Partners Inc. | 150 | $11.0K | 0.01% | −84−35.9% | Reduced |
| Vigilant Capital Management, LLC | 152 | $11.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 160 | $12.0K | 0.00% | −6−3.6% | Reduced |
| FinTrust Capital Advisors, LLC | 163 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 160 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 174 | $13.0K | 0.00% | −36−17.1% | Reduced |
| SRS Capital Advisors, Inc. | 166 | $13.0K | 0.00% | +50+43.1% | Added |
| PrairieView Partners, LLC | 180 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 191 | $14.0K | 0.00% | +19+11.0% | Added |
| Evoke Wealth, LLC | 182 | $14.0K | 0.00% | +52+40.0% | Added |
| JFS Wealth Advisors, LLC | 203 | $15.0K | 0.00% | +158+351.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 212 | $16.0K | 0.01% | +212 | New |
| Castleview Partners, LLC | 228 | $17.0K | 0.01% | −34,231−99.3% | Reduced |
| Laurel Wealth Advisors LLC | 232 | $17.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 222 | $17.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 228 | $17.0K | 0.00% | +54+31.0% | Added |
| Loomis Sayles & Co L P | 237 | $18.0K | 0.00% | −159−40.2% | Reduced |
| MUFG Americas Holdings Corp | 236 | $18.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 245 | $18.0K | 0.01% | +245 | New |
| Bedel Financial Consulting, Inc. | 252 | $19.0K | 0.01% | +66+35.5% | Added |
| Global Retirement Partners, LLC | 273 | $19.0K | 0.00% | +273 | New |
| Harding Loevner LP | 288 | $20.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 268 | $20.2K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 280 | $21.0K | 0.00% | +280 | New |
| Patriot Financial Group Insurance Agency, LLC | 296 | $22.0K | 0.00% | +1+0.3% | Added |
| West Paces Advisors Inc. | 328 | $24.7K | 0.01% | +20+6.5% | Added |
| BerganKDV Wealth Management, LLC | 334 | $25.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 354 | $26.7K | 0.00% | −526−59.8% | Reduced |
| Endurance Wealth Management, Inc. | 378 | $28.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 389 | $29.0K | 0.01% | −8−2.0% | Reduced |
| Mascoma Wealth Management LLC | 404 | $30.0K | 0.01% | +1+0.2% | Added |
| Aspire Private Capital, LLC | 400 | $30.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 401 | $30.0K | 0.00% | +401 | New |
| Arlington Partners LLC | 406 | $31.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 438 | $32.0K | 0.00% | −14−3.1% | Reduced |
| Washington Trust Co | 430 | $32.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 445 | $34.0K | 0.03% | +445 | New |
| Stephenson National Bank & Trust | 471 | $35.0K | 0.02% | −35−6.9% | Reduced |
| Gemmer Asset Management LLC | 470 | $35.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 465 | $35.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 482 | $36.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 479 | $36.0K | 0.01% | +479 | New |
| Group One Trading, L.P. | 491 | $37.0K | 0.00% | −3,311−87.1% | Reduced |
| Valley National Advisers Inc | 497 | $37.0K | 0.01% | +276+124.9% | Added |
| Key Financial Inc | 500 | $38.0K | 0.02% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 499 | $38.0K | 0.05% | +499 | New |
| Cambridge Trust Co | 532 | $40.0K | 0.00% | −230−30.2% | Reduced |
| Ellevest, Inc. | 568 | $43.0K | 0.00% | +113+24.8% | Added |