| Strategic Wealth Partners, Ltd. | 0 | $14 | 0.00% | 0 | New |
| Redwood Park Advisors LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 1 | $204 | 0.00% | +1 | New |
| Nvest Wealth Strategies, Inc. | 1 | $204 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $204 | 0.00% | +1 | New |
| Arcadia Investment Management Corp | 2 | $408 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $408 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2 | $408 | 0.00% | +2 | New |
| Addison Advisors LLC | 2 | $408 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $408 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 3 | $612 | 0.00% | −30−90.9% | Reduced |
| N.E.W. Advisory Services LLC | 3 | $612 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $612 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 3 | $612 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $612 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $612 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 4 | $815 | 0.00% | +4 | New |
| Freestone Grove Partners LP | 4 | $815 | 0.00% | +4 | New |
| Hoey Investments, Inc | 4 | $816 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 4 | $816 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4 | $816 | 0.00% | +4 | New |
| Hazlett, Burt & Watson, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.02K | 0.00% | −400−98.8% | Reduced |
| Nemes Rush Group LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 5 | $1.02K | 0.00% | +5 | New |
| Portus Wealth Advisors, LLC | 5 | $1.02K | 0.00% | +5 | New |
| Chelsea Counsel Co | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 5 | $1.04K | 0.00% | +5 | New |
| Corsicana & Co. | 8 | $1.16K | 0.00% | +8 | New |
| Godfrey Financial Associates, Inc. | 6 | $1.22K | 0.00% | +1+20.0% | Added |
| NVWM, LLC | 7 | $1.43K | 0.00% | −2−22.2% | Reduced |
| HFM Investment Advisors, LLC | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 7 | $1.43K | 0.00% | +7 | New |
| Mascoma Wealth Management LLC | 7 | $1.43K | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.63K | 0.00% | −2,141−99.7% | Reduced |
| Trust Co | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $1.63K | 0.00% | +2+33.3% | Added |
| NBT Bank N A | 9 | $1.83K | 0.00% | +9 | New |
| Intentional Wealth Strategies, LLC | 9 | $1.83K | 0.00% | +9 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 10 | $2.04K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10 | $2.04K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $2.04K | 0.00% | +10 | New |
| Washington Trust Advisors, Inc. | 10 | $2.04K | 0.00% | +10 | New |
| Clark Wealth Partners | 11 | $2.24K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $2.43K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $2.85K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 14 | $2.86K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 14 | $2.86K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 15 | $3.06K | 0.00% | −7−31.8% | Reduced |
| Anchor Investment Management, LLC | 15 | $3.06K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $3.06K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 15 | $3.06K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 16 | $3.26K | 0.00% | −28−63.6% | Reduced |
| Principia Wealth Advisory, LLC | 16 | $3.26K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 16 | $3.26K | 0.00% | +16 | New |
| Benson Wealth Management INC | 17 | $3.47K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 19 | $3.87K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 19 | $3.87K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 19 | $3.87K | 0.00% | +3+18.8% | Added |
| Sound Income Strategies, LLC | 20 | $4.08K | 0.00% | −10−33.3% | Reduced |
| High Note Wealth, LLC | 20 | $4.08K | 0.00% | −1−4.8% | Reduced |
| Bravera Wealth | 20 | $4.08K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $4.08K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 20 | $4.08K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 20 | $4.08K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $4.08K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $4.08K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 21 | $4.20K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 21 | $4.28K | 0.00% | +15+250.0% | Added |
| Raleigh Capital Management Inc. | 21 | $4.28K | 0.00% | +21 | New |
| Abound Wealth Management | 24 | $4.99K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 25 | $5.10K | 0.00% | −1−3.8% | Reduced |
| Hager Investment Management Services, LLC | 25 | $5.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $5.30K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 27 | $5.50K | 0.00% | +27 | New |
| Wolff Wiese Magana LLC | 27 | $5.50K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 27 | $5.51K | 0.00% | +3+12.5% | Added |
| C M Bidwell & Associates Ltd | 30 | $6.12K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 30 | $6.12K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $6.12K | 0.00% | +6+25.0% | Added |
| Strengthening Families & Communities, LLC | 30 | $6.20K | 0.00% | +30 | New |
| Comprehensive Financial Planning, Inc. | 30 | $6.30K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 33 | $6.73K | 0.00% | +33 | New |
| Highline Wealth Partners LLC | 34 | $6.95K | 0.00% | −21−38.2% | Reduced |
| J.Safra Asset Management Corp | 35 | $7.13K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 37 | $7.54K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 38 | $7.75K | 0.00% | +28+280.0% | Added |
| Hanson & Doremus Investment Management | 40 | $8.00K | 0.00% | −40−50.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 40 | $8.15K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 40 | $8.18K | 0.00% | −296−88.1% | Reduced |