| Atlas Capital Advisors LLC | 10 | $578 | 0.00% | +10 | New |
| Assetmark, Inc | 21 | $1.00K | 0.00% | −43−67.2% | Reduced |
| Creative Financial Designs Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| First Manhattan Co | 30 | $1.00K | 0.00% | +30 | New |
| Arcadia Investment Advisors LLC | 27 | $1.56K | 0.00% | +27 | New |
| Graves-Light Private Wealth Management, Inc. | 43 | $2.00K | 0.00% | −231−84.3% | Reduced |
| Brown Brothers Harriman & Co | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 39 | $2.00K | 0.00% | −16−29.1% | Reduced |
| Valley National Advisers Inc | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 56 | $3.00K | 0.00% | +1+1.8% | Added |
| Aspire Private Capital, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 52 | $3.00K | 0.00% | +52 | New |
| Brewin Dolphin Ltd | 56 | $3.24K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 63 | $4.00K | 0.00% | +1+1.6% | Added |
| MV Capital Management, Inc. | 69 | $4.00K | 0.00% | +69 | New |
| Hanson & Doremus Investment Management | 104 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 79 | $5.00K | 0.00% | +54+216.0% | Added |
| Freedman Financial Associates, Inc. | 100 | $6.00K | 0.00% | −700−87.5% | Reduced |
| Bellevue Asset Management, LLC | 100 | $6.00K | 0.00% | −208−67.5% | Reduced |
| Enterprise Financial Services Corp | 102 | $6.00K | 0.00% | −45−30.6% | Reduced |
| Filbrandt Wealth Management, LLC | 104 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 106 | $6.14K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 115 | $7.00K | 0.00% | −713−86.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 128 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 127 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 120 | $7.00K | 0.00% | +1+0.8% | Added |
| Massmutual Trust Co FSB | 123 | $7.00K | 0.00% | +49+66.2% | Added |
| Glen Eagle Advisors, LLC | 125 | $7.23K | 0.00% | −167−57.2% | Reduced |
| Tarbox Family Office, Inc. | 139 | $8.00K | 0.00% | −32−18.7% | Reduced |
| HighMark Wealth Management LLC | 143 | $8.00K | 0.01% | −35−19.7% | Reduced |
| Stephenson National Bank & Trust | 140 | $8.00K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 146 | $8.00K | 0.00% | +76+108.6% | Added |
| Clearview Wealth Advisors LLC | 163 | $9.00K | 0.01% | +2+1.2% | Added |
| Red Door Wealth Management, LLC | 166 | $9.00K | 0.00% | +166 | New |
| Earnest Partners LLC | 176 | $10.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 181 | $10.0K | 0.00% | +181 | New |
| Farmers & Merchants Investments Inc | 190 | $11.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 199 | $11.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 195 | $11.0K | 0.00% | +130+200.0% | Added |
| Motco | 190 | $11.0K | 0.00% | +190 | New |
| First Horizon Corp | 211 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 215 | $12.0K | 0.00% | +30+16.2% | Added |
| Selective Wealth Management, Inc. | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $12.0K | 0.00% | +200 | New |
| Sandy Spring Bank | 201 | $12.0K | 0.00% | +201 | New |
| SRS Capital Advisors, Inc. | 210 | $12.0K | 0.00% | +210 | New |
| Wealth Quarterback LLC | 202 | $12.0K | 0.01% | +202 | New |
| West Paces Advisors Inc. | 210 | $12.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 218 | $12.6K | 0.00% | +18+9.0% | Added |
| Newbridge Financial Services Group, Inc. | 224 | $13.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 225 | $13.0K | 0.00% | +225 | New |
| Leonteq Securities AG | 231 | $13.4K | 0.00% | +231 | New |
| Trust Co of Vermont | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 250 | $14.0K | 0.00% | +3+1.2% | Added |
| Parkside Financial Bank & Trust | 242 | $14.0K | 0.00% | +19+8.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 254 | $15.0K | 0.01% | +1+0.4% | Added |
| Wagner Wealth Management, LLC | 275 | $16.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 300 | $17.0K | 0.00% | +166+123.9% | Added |
| Gemmer Asset Management LLC | 317 | $18.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 304 | $18.0K | 0.00% | +304 | New |
| Burleson & Company, LLC | 336 | $19.0K | 0.00% | −24−6.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 338 | $20.0K | 0.00% | −156−31.6% | Reduced |
| Arrow Financial Corp | 350 | $20.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 370 | $21.0K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 372 | $22.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 400 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 400 | $23.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 400 | $23.0K | 0.00% | +400 | New |
| Enterprise Trust & Investment Co | 400 | $23.0K | 0.01% | +400 | New |
| Hoover Financial Advisors, Inc. | 409 | $24.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 409 | $24.0K | 0.00% | +163+66.3% | Added |
| Anchor Investment Management, LLC | 500 | $28.9K | 0.00% | −500−50.0% | Reduced |
| Liberty Wealth Management LLC | 501 | $29.0K | 0.01% | −60−10.7% | Reduced |
| City Holding Co | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 521 | $30.0K | 0.00% | −105−16.8% | Reduced |
| Lindbrook Capital, LLC | 511 | $30.0K | 0.01% | +63+14.1% | Added |
| NEXT Financial Group, Inc | 522 | $30.0K | 0.00% | +101+24.0% | Added |
| FourThought Financial, LLC | 565 | $32.0K | 0.00% | +6+1.1% | Added |
| HM Payson & Co | 568 | $33.0K | 0.00% | −390−40.7% | Reduced |
| Center for Financial Planning, Inc. | 570 | $33.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 586 | $33.9K | 0.01% | +34+6.2% | Added |
| BerganKDV Wealth Management, LLC | 594 | $34.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 587 | $34.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 594 | $34.0K | 0.01% | +53+9.8% | Added |