| Sofos Investments, Inc. | 210 | $2 | 0.00% | +49+30.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $210 | 0.00% | +1 | New |
| 25 LLC | 2 | $412 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $420 | 0.00% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 2 | $421 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $630 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $841 | 0.00% | +4 | New |
| VitalStone Financial, LLC | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Centerpoint Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| SOA Wealth Advisors, LLC. | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5 | $1.05K | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 6 | $1.26K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $1.47K | 0.00% | +1+16.7% | Added |
| Arlington Partners LLC | 9 | $1.89K | 0.00% | +9 | New |
| Koesten, Hirschmann & Crabtree, INC. | 9 | $1.89K | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| SkyView Investment Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Colonial Trust Advisors | 10 | $2.10K | 0.00% | −1−9.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $2.10K | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 10 | $2.10K | 0.00% | +10 | New |
| WR Wealth Planners, LLC | 10 | $2.10K | 0.00% | +10 | New |
| North Star Investment Management Corp. | 11 | $2.31K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 11 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $2.52K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $2.52K | 0.00% | +1+9.1% | Added |
| Lee Financial Co | 12 | $2.52K | 0.00% | −3−20.0% | Reduced |
| Beacon Capital Management, LLC | 14 | $2.94K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $2.94K | 0.00% | +14 | New |
| WealthPLAN Partners, LLC | 15 | $3.15K | 0.00% | +15 | New |
| HM Payson & Co | 15 | $3.15K | 0.00% | −15−50.0% | Reduced |
| Hollencrest Capital Management | 16 | $3.36K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 16 | $3.36K | 0.00% | +16 | New |
| Schubert & Co | 16 | $3.36K | 0.00% | +2+14.3% | Added |
| Armstrong Advisory Group, Inc | 18 | $3.78K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 19 | $3.99K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 20 | $4.20K | 0.00% | −49,934−100.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 20 | $4.20K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $4.20K | 0.00% | +20 | New |
| Nalls Sherbakoff Group, LLC | 22 | $4.55K | 0.00% | +22 | New |
| Carmel Capital Partners, LLC | 22 | $4.62K | 0.00% | +22 | New |
| Okabena Investment Services Inc | 86 | $4.76K | 0.00% | +59+218.5% | Added |
| DT Investment Partners, LLC | 23 | $4.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $5.00K | 0.00% | −800−97.3% | Reduced |
| Clearstead Advisors, LLC | 25 | $5.25K | 0.00% | +25 | New |
| Strengthening Families & Communities, LLC | 29 | $6.00K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $6.09K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 29 | $6.09K | 0.00% | +29 | New |
| Atlas Capital Advisors LLC | 31 | $6.51K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 33 | $6.93K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 34 | $7.00K | 0.00% | +2+6.3% | Added |
| Versant Capital Management, Inc | 34 | $7.14K | 0.00% | +10+41.7% | Added |
| Baker Avenue Asset Management, LP | 35 | $7.35K | 0.00% | +8+29.6% | Added |
| Red Tortoise LLC | 36 | $7.56K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 39 | $8.19K | 0.00% | +21+116.7% | Added |
| Central Bank & Trust Co | 47 | $9.87K | 0.00% | +47 | New |
| SRS Capital Advisors, Inc. | 50 | $10.5K | 0.00% | +16+47.1% | Added |
| Chilton Capital Management LLC | 50 | $10.5K | 0.00% | +50 | New |
| Harbor Investment Advisory, LLC | 54 | $11.3K | 0.00% | −6−10.0% | Reduced |
| Belmont Capital, LLC | 55 | $11.6K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 59 | $12.4K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 60 | $12.6K | 0.01% | −153−71.8% | Reduced |
| Pittenger & Anderson Inc | 63 | $13.2K | 0.00% | +16+34.0% | Added |
| True Wealth Design, LLC | 67 | $14.1K | 0.01% | +64+2,133.3% | Added |
| Fortis Capital Advisors, LLC | 69 | $14.5K | 0.01% | −5−6.8% | Reduced |
| Sutton Wealth Advisors Inc. | 70 | $14.7K | 0.01% | −4−5.4% | Reduced |
| GHP Investment Advisors, Inc. | 70 | $14.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 74 | $15.0K | 0.00% | +44+146.7% | Added |
| Aspire Private Capital, LLC | 72 | $15.1K | 0.01% | −4−5.3% | Reduced |
| JFS Wealth Advisors, LLC | 72 | $15.1K | 0.00% | +3+4.3% | Added |
| BDO Wealth Advisors, LLC | 75 | $15.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 74 | $16.0K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 80 | $16.8K | 0.00% | +80 | New |
| BerganKDV Wealth Management, LLC | 80 | $16.8K | 0.00% | −1−1.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 83 | $17.4K | 0.01% | +83 | New |
| Ameritas Advisory Services, LLC | 82 | $17.4K | 0.00% | +82 | New |
| West Paces Advisors Inc. | 86 | $18.1K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 86 | $18.1K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 93 | $19.5K | 0.02% | +1+1.1% | Added |
| IFP Advisors, Inc | 1,667 | $21.3K | 0.00% | −2,632−61.2% | Reduced |
| Venturi Wealth Management, LLC | 109 | $22.9K | 0.00% | +109 | New |
| Prestige Wealth Management Group LLC | 109 | $22.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 111 | $23.3K | 0.00% | +111 | New |
| DuPont Capital Management Corp | 112 | $23.5K | 0.00% | −3,558−96.9% | Reduced |
| Financial Management Professionals, Inc. | 123 | $26.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 127 | $26.7K | 0.02% | +127 | New |
| Anchor Investment Management, LLC | 128 | $26.9K | 0.00% | −15−10.5% | Reduced |
| FinTrust Capital Advisors, LLC | 176 | $28.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 145 | $30.5K | 0.02% | +10+7.4% | Added |
| Earnest Partners LLC | 148 | $31.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 150 | $31.5K | 0.00% | +62+70.5% | Added |
| Compagnie Lombard Odier SCmA | 152 | $31.9K | 0.00% | −348−69.6% | Reduced |
| Altshuler Shaham Ltd | 152 | $31.9K | 0.00% | +152 | New |
| Catalyst Capital Advisors LLC | 159 | $33.4K | 0.00% | −55−25.7% | Reduced |
| Core Alternative Capital | 159 | $33.4K | 0.00% | +60+60.6% | Added |