| Cribstone Capital Management, LLC | 4 | $0 | 0.00% | −10−71.4% | Reduced |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |
| IMA Wealth, Inc. | 2 | $0 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 5 | $0 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $471 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | −240−97.6% | Reduced |
| Evoke Wealth, LLC | 8 | $1.00K | 0.00% | −134−94.4% | Reduced |
| C M Bidwell & Associates Ltd | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 11 | $1.00K | 0.00% | +11 | New |
| Bourgeon Capital Management LLC | 13 | $1.00K | 0.00% | +13 | New |
| American National Bank | 13 | $1.00K | 0.00% | +13 | New |
| Stonebridge Capital Advisors LLC | 14 | $1.00K | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Bartlett & Co. Wealth Management LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $1.63K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 19 | $1.72K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $2.00K | 0.00% | −74−80.4% | Reduced |
| Financial Management Professionals, Inc. | 18 | $2.00K | 0.00% | −18−50.0% | Reduced |
| Logan Capital Management Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 21 | $2.00K | 0.00% | −7−25.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 21 | $2.00K | 0.00% | +1+5.0% | Added |
| Hoese & Co LLP | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Clearstead Advisors, LLC | 32 | $3.00K | 0.00% | −33−50.8% | Reduced |
| Versant Capital Management, Inc | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 33 | $3.00K | 0.03% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 35 | $3.16K | 0.00% | +35 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 43 | $4.00K | 0.00% | −200−82.3% | Reduced |
| Mascoma Wealth Management LLC | 45 | $4.00K | 0.00% | −35−43.8% | Reduced |
| Investors Asset Management of Georgia Inc | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 42 | $4.00K | 0.00% | +12+40.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 55 | $4.00K | 0.00% | +55 | New |
| CVA Family Office, LLC | 55 | $5.00K | 0.00% | −5−8.3% | Reduced |
| Schubert & Co | 53 | $5.00K | 0.00% | +10+23.3% | Added |
| Globeflex Capital L P | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $6.00K | 0.00% | +33+106.5% | Added |
| Covington Capital Management | 69 | $6.00K | 0.00% | +49+245.0% | Added |
| Atlantic Trust, LLC | 65 | $6.00K | 0.00% | +65 | New |
| Sutton Wealth Advisors Inc. | 76 | $6.87K | 0.00% | +67+744.4% | Added |
| First Community Trust NA | 80 | $7.00K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 79 | $7.00K | 0.00% | +4+5.3% | Added |
| Delos Wealth Advisors, LLC | 80 | $7.00K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 80 | $7.00K | 0.00% | +80 | New |
| DT Investment Partners, LLC | 80 | $7.00K | 0.00% | +80 | New |
| JFS Wealth Advisors, LLC | 88 | $8.00K | 0.00% | +11+14.3% | Added |
| FinTrust Capital Advisors, LLC | 81 | $8.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $8.18K | 0.01% | +80 | New |
| Sandy Spring Bank | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 96 | $9.00K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 100 | $9.03K | 0.00% | +100 | New |
| Plante Moran Financial Advisors, LLC | 111 | $10.0K | 0.00% | −300−73.0% | Reduced |
| Zions Bancorporation, N.A. | 112 | $10.0K | 0.00% | −289−72.1% | Reduced |
| West Bancorporation Inc | 115 | $10.0K | 0.01% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 106 | $10.0K | 0.00% | +106 | New |
| EverSource Wealth Advisors, LLC | 122 | $11.0K | 0.00% | +88+258.8% | Added |
| American Portfolios Advisors | 124 | $11.2K | 0.00% | −221−64.1% | Reduced |
| Massmutual Trust Co FSB | 131 | $12.0K | 0.00% | −303−69.8% | Reduced |
| Essex Investment Management Co LLC | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 129 | $12.0K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 140 | $12.6K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 147 | $13.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 147 | $13.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 147 | $13.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 147 | $13.0K | 0.00% | +24+19.5% | Added |
| Vigilant Capital Management, LLC | 152 | $14.0K | 0.00% | +117+334.3% | Added |
| Financial Perspectives, Inc | 164 | $14.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 154 | $15.0K | 0.00% | +24+18.5% | Added |
| Cambridge Trust Co | 193 | $17.0K | 0.00% | −371−65.8% | Reduced |
| Baystate Wealth Management LLC | 186 | $17.0K | 0.00% | +1+0.5% | Added |
| Twin Lakes Capital Management, LLC | 185 | $17.0K | 0.01% | +1+0.5% | Added |
| TCI Wealth Advisors, Inc. | 199 | $18.0K | 0.00% | −45−18.4% | Reduced |
| Hall Laurie J Trustee | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $18.0K | 0.00% | +200 | New |
| Geneos Wealth Management Inc. | 225 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 168 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 235 | $21.0K | 0.00% | +179+319.6% | Added |
| Centerpoint Advisors, LLC | 245 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 242 | $22.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 250 | $23.0K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 251 | $23.0K | 0.05% | +251 | New |
| Ronald Blue Trust, Inc. | 207 | $25.0K | 0.00% | +15+7.8% | Added |
| Lindbrook Capital, LLC | 299 | $27.0K | 0.00% | −20−6.3% | Reduced |
| Dividend Assets Capital, LLC | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 310 | $28.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 310 | $28.0K | 0.01% | +2+0.6% | Added |
| Parkside Financial Bank & Trust | 313 | $28.0K | 0.01% | +30+10.6% | Added |
| Spire Wealth Management | 335 | $30.0K | 0.00% | 00.0% | Unchanged |