| Toth Financial Advisory Corp | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $236 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 5 | $579 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 6 | $705 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9 | $1.00K | 0.00% | +9 | New |
| BOK Financial Private Wealth, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Bartlett & Co. LLC | 12 | $1.00K | 0.00% | +12 | New |
| Sargent Bickham Lagudis LLC | 7 | $1.00K | 0.00% | +7 | New |
| Burleson & Company, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 5 | $1.00K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 9 | $1.06K | 0.00% | −11−55.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12 | $1.41K | 0.00% | +12 | New |
| Covington Capital Management | 20 | $2.00K | 0.00% | −63−75.9% | Reduced |
| Washington Trust Advisors, Inc. | 17 | $2.00K | 0.00% | −21−55.3% | Reduced |
| Hoese & Co LLP | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $2.00K | 0.00% | +6+42.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $2.00K | 0.00% | +20 | New |
| Cribstone Capital Management, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Tfo-TDC, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Steward Financial Group LLC | 24 | $2.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 19 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 34 | $4.00K | 0.00% | +5+17.2% | Added |
| Versant Capital Management, Inc | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $4.00K | 0.00% | +17+89.5% | Added |
| Bell Investment Advisors, Inc | 31 | $4.00K | 0.00% | +31 | New |
| FSC Wealth Advisors, LLC | 33 | $4.00K | 0.04% | +33 | New |
| West Paces Advisors Inc. | 35 | $4.12K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 45 | $5.00K | 0.00% | −55−55.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 39 | $5.00K | 0.00% | +24+160.0% | Added |
| Schubert & Co | 43 | $5.00K | 0.00% | +32+290.9% | Added |
| Investors Asset Management of Georgia Inc | 44 | $5.00K | 0.00% | +44 | New |
| South State Corp. | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 51 | $6.00K | 0.00% | +1+2.0% | Added |
| GW&K Investment Management, LLC | 47 | $6.00K | 0.00% | +29+161.1% | Added |
| CVA Family Office, LLC | 60 | $7.00K | 0.00% | −30−33.3% | Reduced |
| Globeflex Capital L P | 62 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 56 | $7.00K | 0.00% | +56 | New |
| Horan Securities, Inc. | 64 | $7.00K | 0.00% | +64 | New |
| Clearstead Advisors, LLC | 65 | $8.00K | 0.00% | −121−65.1% | Reduced |
| Loomis Sayles & Co L P | 65 | $8.00K | 0.00% | −18−21.7% | Reduced |
| Mascoma Wealth Management LLC | 80 | $9.00K | 0.00% | −115−59.0% | Reduced |
| FinTrust Capital Advisors, LLC | 81 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 80 | $9.00K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 75 | $9.00K | 0.00% | −5−6.3% | Reduced |
| Delos Wealth Advisors, LLC | 80 | $9.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $9.00K | 0.00% | +11+16.7% | Added |
| Capital Advisors, Ltd. LLC | 92 | $11.0K | 0.00% | −864−90.4% | Reduced |
| Earnest Partners LLC | 96 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 96 | $11.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 96 | $11.0K | 0.02% | +96 | New |
| Allworth Financial LP | 95 | $11.0K | 0.00% | +95 | New |
| Sandy Spring Bank | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 115 | $13.5K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 115 | $14.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 123 | $14.0K | 0.00% | +73+146.0% | Added |
| Global Retirement Partners, LLC | 130 | $15.0K | 0.00% | +1+0.8% | Added |
| HHM Wealth Advisors, LLC | 129 | $15.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 135 | $16.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 136 | $16.0K | 0.01% | +136 | New |
| Acima Private Wealth, LLC | 140 | $16.5K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 147 | $17.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 147 | $17.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 147 | $17.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 142 | $17.0K | 0.00% | +134+1,675.0% | Added |
| Financial Perspectives, Inc | 164 | $19.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 168 | $20.0K | 0.00% | +168 | New |
| Baystate Wealth Management LLC | 185 | $22.0K | 0.00% | +1+0.5% | Added |
| Twin Lakes Capital Management, LLC | 184 | $22.0K | 0.02% | +1+0.5% | Added |
| M&R Capital Management Inc | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 193 | $23.0K | 0.00% | +193 | New |
| Hall Laurie J Trustee | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 225 | $26.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 227 | $27.0K | 0.01% | +183+415.9% | Added |
| Ronald Blue Trust, Inc. | 192 | $27.0K | 0.00% | +192 | New |
| Pittenger & Anderson Inc | 242 | $28.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 243 | $29.0K | 0.00% | −400−62.2% | Reduced |
| Centerpoint Advisors, LLC | 245 | $29.0K | 0.01% | −247−50.2% | Reduced |
| TCI Wealth Advisors, Inc. | 244 | $29.0K | 0.00% | −42−14.7% | Reduced |
| HM Payson & Co | 250 | $29.0K | 0.00% | −9−3.5% | Reduced |
| Whittier Trust Co | 247 | $29.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 246 | $29.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 280 | $33.0K | 0.02% | −37−11.7% | Reduced |
| SeaCrest Wealth Management, LLC | 284 | $33.0K | 0.00% | +284 | New |
| Parkside Financial Bank & Trust | 283 | $34.0K | 0.01% | +102+56.4% | Added |
| Dividend Assets Capital, LLC | 300 | $35.0K | 0.01% | 00.0% | Unchanged |