| Householder Group Estate & Retirement Specialist, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $327 | 0.00% | – | – |
| Tfo-TDC, LLC | 6 | $490 | 0.00% | −48−88.9% | Reduced |
| TCTC Holdings, LLC | 6 | $490 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $491 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $573 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $817 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $818 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Baldrige Asset Management LLC | 16 | $1.00K | 0.00% | +16 | New |
| Caldwell Sutter Capital, Inc. | 14 | $1.14K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 16 | $1.31K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 21 | $1.72K | 0.00% | +5+31.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 22 | $1.80K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 23 | $1.88K | 0.00% | +23 | New |
| ICA Group Wealth Management, LLC | 23 | $1.88K | 0.00% | +23 | New |
| North Star Investment Management Corp. | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 26 | $2.13K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 26 | $2.13K | 0.00% | +26 | New |
| Bellwether Advisors, LLC | 30 | $2.45K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 32 | $2.62K | 0.00% | +32 | New |
| Blue Bell Private Wealth Management, LLC | 34 | $2.78K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 36 | $2.94K | 0.00% | +36 | New |
| Disciplined Investments, LLC | 37 | $3.02K | 0.00% | −6−14.0% | Reduced |
| SJS Investment Consulting Inc. | 38 | $3.11K | 0.00% | −3−7.3% | Reduced |
| Baystate Wealth Management LLC | 41 | $3.43K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 45 | $3.65K | 0.00% | −103−69.6% | Reduced |
| Pacific Center for Financial Services | 46 | $3.76K | 0.00% | +46 | New |
| USA Financial Portformulas Corp | 47 | $3.84K | 0.01% | +47 | New |
| Trifecta Capital Advisors, LLC | 48 | $3.92K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $4.09K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $4.10K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 51 | $4.13K | 0.00% | +1+2.0% | Added |
| Strategic Investment Solutions, Inc. | 51 | $4.15K | 0.00% | +51 | New |
| SRS Capital Advisors, Inc. | 58 | $4.74K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 59 | $4.82K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 62 | $5.07K | 0.00% | +2+3.3% | Added |
| Cape Investment Advisory, Inc. | 62 | $5.07K | 0.00% | +62 | New |
| Pinnacle Financial Partners Inc | 66 | $5.39K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $5.39K | 0.00% | +66 | New |
| Abound Wealth Management | 66 | $5.40K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 76 | $6.21K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 76 | $6.21K | 0.00% | +76 | New |
| Raleigh Capital Management Inc. | 88 | $7.19K | 0.00% | +88 | New |
| Stonebridge Capital Advisors LLC | 90 | $7.36K | 0.00% | +37+69.8% | Added |
| Rosenberg Matthew Hamilton | 95 | $7.76K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $8.17K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 102 | $8.34K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 104 | $8.50K | 0.01% | −14−11.9% | Reduced |
| Rise Advisors, LLC | 106 | $8.65K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 106 | $8.66K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 106 | $8.66K | 0.00% | +50+89.3% | Added |
| Laurel Wealth Advisors LLC | 116 | $9.48K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 121 | $9.89K | 0.00% | +121 | New |
| Earnest Partners LLC | 122 | $9.97K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 122 | $9.97K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 124 | $10.1K | 0.00% | +124 | New |
| Steward Financial Group LLC | 142 | $11.0K | 0.00% | +78+121.9% | Added |
| BerganKDV Wealth Management, LLC | 136 | $11.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 143 | $11.2K | 0.00% | −4−2.7% | Reduced |
| Essex Investment Management Co LLC | 146 | $11.9K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 150 | $12.3K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 152 | $12.4K | 0.00% | +152 | New |
| Hollencrest Capital Management | 155 | $12.7K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 157 | $12.8K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 160 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 160 | $13.1K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 160 | $13.1K | 0.01% | +160 | New |
| JFS Wealth Advisors, LLC | 166 | $13.6K | 0.00% | −14−7.8% | Reduced |
| Washington Trust Co | 170 | $13.9K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 175 | $14.3K | 0.00% | +175 | New |
| New England Capital Financial Advisors LLC | 186 | $15.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 198 | $16.2K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 208 | $17.0K | 0.00% | +51+32.5% | Added |
| Capital Advisors, Ltd. LLC | 215 | $18.0K | 0.00% | −7−3.2% | Reduced |
| New Millennium Group LLC | 228 | $18.6K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 231 | $18.8K | 0.00% | +231 | New |
| Dividend Assets Capital, LLC | 280 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 258 | $21.1K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 258 | $21.1K | 0.01% | +258 | New |
| Bell Investment Advisors, Inc | 261 | $21.3K | 0.00% | −28−9.7% | Reduced |
| Covestor Ltd | 287 | $23.0K | 0.02% | −355−55.3% | Reduced |
| Grey Fox Wealth Advisors, LLC | 282 | $23.1K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 284 | $23.2K | 0.02% | +284 | New |
| Albion Financial Group | 290 | $23.7K | 0.00% | +290 | New |
| MCF Advisors LLC | 300 | $24.5K | 0.00% | +169+129.0% | Added |
| Manitou Investment Management Ltd. | 308 | $25.2K | 0.01% | +308 | New |
| Creative Financial Designs Inc | 331 | $27.0K | 0.00% | +331 | New |
| West Paces Advisors Inc. | 338 | $27.6K | 0.01% | +16+5.0% | Added |
| TD Ameritrade Investment Management, LLC | 339 | $28.0K | 0.00% | −29−7.9% | Reduced |
| Prestige Wealth Management Group LLC | 353 | $28.9K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 354 | $28.9K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 372 | $30.4K | 0.04% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 410 | $30.9K | 0.01% | +2+0.5% | Added |
| Endurance Wealth Management, Inc. | 378 | $31.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 408 | $31.1K | 0.01% | 00.0% | Unchanged |