| Manchester Capital Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $0 | 0.00% | +6+600.0% | Added |
| NewSquare Capital LLC | 5 | $0 | 0.00% | +5 | New |
| Disciplined Investments, LLC | 5 | $0 | 0.00% | +5 | New |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| Karlinski Andrew C | 1 | $0 | 0.00% | +1 | New |
| Atlas Capital Advisors LLC | 2 | $109 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $110 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 16 | $1.00K | 0.00% | −62−79.5% | Reduced |
| Brown Brothers Harriman & Co | 18 | $1.00K | 0.00% | −20−52.6% | Reduced |
| Albion Financial Group | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Cordant, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Guardian Wealth Management, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 26 | $1.41K | 0.00% | +5+23.8% | Added |
| Sutton Wealth Advisors Inc. | 31 | $1.68K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 38 | $2.00K | 0.00% | −7−15.6% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $2.00K | 0.00% | −12−25.0% | Reduced |
| Zions Bancorporation, N.A. | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 41 | $2.00K | 0.00% | +1+2.5% | Added |
| Evoke Wealth, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 38 | $2.00K | 0.00% | +20+111.1% | Added |
| West Oak Capital, LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 50 | $3.00K | 0.00% | +50 | New |
| SWS Partners | 53 | $3.00K | 0.00% | +53 | New |
| Global Retirement Partners, LLC | 51 | $3.00K | 0.00% | +51 | New |
| FourThought Financial, LLC | 72 | $4.00K | 0.00% | −44−37.9% | Reduced |
| Smithfield Trust Co | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $4.00K | 0.00% | +1+1.5% | Added |
| Anchor Investment Management, LLC | 84 | $4.56K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 87 | $4.72K | 0.00% | −23−20.9% | Reduced |
| Howe & Rusling Inc | 85 | $5.00K | 0.00% | −232−73.2% | Reduced |
| Alaska Permanent Fund Corp | 85 | $5.00K | 0.00% | −42−33.1% | Reduced |
| Highlander Capital Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 99 | $5.00K | 0.00% | +49+98.0% | Added |
| Core Alternative Capital | 97 | $5.00K | 0.00% | +92+1,840.0% | Added |
| Loomis Sayles & Co L P | 87 | $5.00K | 0.00% | +87 | New |
| First Financial Corp | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 104 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 106 | $6.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 103 | $6.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 115 | $6.00K | 0.00% | +115 | New |
| Selective Wealth Management, Inc. | 137 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 147 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 136 | $8.00K | 0.00% | −3−2.2% | Reduced |
| Parkside Financial Bank & Trust | 142 | $8.00K | 0.00% | +10+7.6% | Added |
| Toth Financial Advisory Corp | 174 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 161 | $9.00K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 162 | $9.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 169 | $9.00K | 0.00% | 00.0% | Unchanged |
| Foresight Capital Management Advisors, Inc. | 182 | $10.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 190 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 181 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 199 | $11.0K | 0.00% | −14−6.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 216 | $11.0K | 0.00% | +216 | New |
| WFA Asset Management Corp | 206 | $11.2K | 0.01% | +3+1.5% | Added |
| First Horizon Advisors, Inc. | 221 | $12.0K | 0.00% | −218−49.7% | Reduced |
| Allworth Financial LP | 230 | $12.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 224 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 233 | $12.0K | 0.00% | +2+0.9% | Added |
| Proequities, Inc. | 230 | $13.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 237 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 246 | $13.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 235 | $13.0K | 0.00% | +235 | New |
| Logan Capital Management Inc | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 254 | $14.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 257 | $14.0K | 0.00% | −1−0.4% | Reduced |