| STRS Ohio | 1 | $0 | 0.00% | −99,463−100.0% | Reduced |
| TFC Financial Management | 7 | $0 | 0.00% | −93−93.0% | Reduced |
| Evermay Wealth Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 1 | $0 | 0.00% | +1 | New |
| Marquette Asset Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Alaska Permanent Fund Corp | 5 | $0 | 0.00% | +5 | New |
| Surevest, LLC | 8 | $0 | 0.00% | +8 | New |
| Dark Forest Capital Management LP | 7 | $0 | 0.00% | +7 | New |
| Oliver Lagore Vanvalin Investment Group | 6 | $0 | 0.00% | +6 | New |
| Heritage Wealth Management, LLC | 3 | $172 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $229 | 0.00% | +4 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $344 | 0.00% | +6 | New |
| Anchor Investment Management, LLC | 10 | $573 | 0.00% | −75−88.2% | Reduced |
| Lee Financial Co | 16 | $1.00K | 0.00% | −178−91.8% | Reduced |
| Core Alternative Capital | 22 | $1.00K | 0.00% | −5−18.5% | Reduced |
| Motco | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 21 | $1.00K | 0.00% | +21 | New |
| Versant Capital Management, Inc | 17 | $1.00K | 0.00% | +17 | New |
| Steward Financial Group LLC | 19 | $1.00K | 0.00% | +19 | New |
| Graves-Light Private Wealth Management, Inc. | 30 | $2.00K | 0.00% | −41−57.7% | Reduced |
| Arrow Financial Corp | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 37 | $2.00K | 0.00% | +37 | New |
| GPS Wealth Strategies Group, LLC | 36 | $2.00K | 0.00% | +36 | New |
| Heritage Financial Services, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Covestor Ltd | 32 | $2.00K | 0.00% | +32 | New |
| Coston, McIsaac & Partners | 31 | $2.00K | 0.00% | +31 | New |
| WR Wealth Planners, LLC | 36 | $2.06K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 50 | $3.00K | 0.00% | +50 | New |
| Wagner Wealth Management, LLC | 55 | $3.00K | 0.00% | +55 | New |
| CNB Bank | 50 | $3.00K | 0.00% | +50 | New |
| Atwood & Palmer Inc | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 72 | $4.00K | 0.00% | −6−7.7% | Reduced |
| Piscataqua Savings Bank | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 68 | $4.00K | 0.00% | +23+51.1% | Added |
| Tfo-TDC, LLC | 71 | $4.00K | 0.00% | +71 | New |
| Cedar Mountain Advisors, LLC | 75 | $4.00K | 0.00% | +75 | New |
| Iron Horse Wealth Management, LLC | 75 | $4.00K | 0.00% | +75 | New |
| Raffa Wealth Management, LLC | 73 | $4.18K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 89 | $5.00K | 0.00% | −34−27.6% | Reduced |
| Northern Oak Wealth Management Inc | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 93 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 84 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 93 | $5.00K | 0.00% | +93 | New |
| Sage Private Wealth Group, LLC | 92 | $5.00K | 0.01% | +92 | New |
| Worth Asset Management, LLC | 100 | $6.00K | 0.00% | −225−69.2% | Reduced |
| Dividend Assets Capital, LLC | 99 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 | $6.00K | 0.00% | +4+3.4% | Added |
| FinTrust Capital Advisors, LLC | 108 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 113 | $6.00K | 0.00% | +1+0.9% | Added |
| Cyrus J. Lawrence, LLC | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 99 | $6.00K | 0.00% | +99 | New |
| Truvestments Capital LLC | 105 | $6.00K | 0.00% | +105 | New |
| Institutional & Family Asset Management, LLC | 125 | $7.00K | 0.00% | −4−3.1% | Reduced |
| Delos Wealth Advisors, LLC | 118 | $7.00K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 117 | $7.00K | 0.00% | −11−8.6% | Reduced |
| BDO Wealth Advisors, LLC | 141 | $8.00K | 0.00% | −42−23.0% | Reduced |
| GHP Investment Advisors, Inc. | 147 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 144 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 136 | $8.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 141 | $8.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 132 | $8.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 139 | $8.00K | 0.00% | +139 | New |
| Contravisory Investment Management, Inc. | 140 | $8.00K | 0.00% | +140 | New |
| Stephens Consulting, LLC | 146 | $8.36K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 150 | $8.59K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 163 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 160 | $9.16K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 168 | $10.0K | 0.00% | −6,063−97.3% | Reduced |
| First Financial Corp | 166 | $10.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 198 | $11.0K | 0.00% | −1,283−86.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 196 | $11.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 193 | $11.0K | 0.00% | +1+0.5% | Added |
| Money Concepts Capital Corp | 215 | $12.0K | 0.00% | −2,771−92.8% | Reduced |
| Silvant Capital Management LLC | 207 | $12.0K | 0.00% | 00.0% | Unchanged |