| Baldrige Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Summit Wealth Group, LLC | 14,891 | $0 | 0.00% | +14,891 | New |
| Sofos Investments, Inc. | 167 | $3 | 0.00% | +167 | New |
| WestEnd Advisors, LLC | – | $167 | 0.00% | – | – |
| True Wealth Design, LLC | 3 | $502 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $502 | 0.00% | +1+50.0% | Added |
| ClariVest Asset Management LLC | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| SkyView Investment Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Longfellow Investment Management Co LLC | 7 | $1.17K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $1.67K | 0.00% | +10 | New |
| Front Row Advisors LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 13 | $2.18K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 13 | $2.21K | 0.00% | +13 | New |
| Disciplined Investments, LLC | 15 | $2.51K | 0.00% | −3−16.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 15 | $2.51K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $2.51K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $2.68K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 16 | $2.68K | 0.00% | +16 | New |
| Syverson Strege & Co | 16 | $2.68K | 0.00% | +16 | New |
| KB Financial Partners, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 19 | $3.18K | 0.00% | +19 | New |
| Baystate Wealth Management LLC | 19 | $3.26K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 21 | $3.47K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 21 | $3.51K | 0.00% | +11+110.0% | Added |
| SJS Investment Consulting Inc. | 21 | $3.58K | 0.00% | +1+5.0% | Added |
| Capital Advisors, Ltd. LLC | 26 | $4.00K | 0.00% | −58−69.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 26 | $4.35K | 0.00% | 00.0% | Unchanged |
| American National Bank | 28 | $4.68K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 29 | $4.87K | 0.00% | +29 | New |
| Zions Bancorporation, N.A. | 30 | $5.02K | 0.00% | −3−9.1% | Reduced |
| Atlas Capital Advisors LLC | 30 | $5.02K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 33 | $5.52K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 35 | $6.00K | 0.00% | −523−93.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 36 | $6.02K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 37 | $6.19K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 39 | $6.53K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 41 | $6.86K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $6.86K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 44 | $7.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 44 | $7.36K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 45 | $7.53K | 0.00% | +3+7.1% | Added |
| Hollencrest Capital Management | 46 | $7.70K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 49 | $8.00K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $8.37K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $8.37K | 0.00% | +50 | New |
| Oliver Lagore Vanvalin Investment Group | 51 | $8.45K | 0.00% | −49−49.0% | Reduced |
| Stephens Consulting, LLC | 58 | $9.70K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 60 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 62 | $10.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 63 | $10.5K | 0.00% | −1−1.6% | Reduced |
| McIlrath & Eck, LLC | 65 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 67 | $11.0K | 0.00% | −469−87.5% | Reduced |
| SRS Capital Advisors, Inc. | 66 | $11.0K | 0.00% | −1−1.5% | Reduced |
| Avalon Trust Co | 66 | $11.0K | 0.00% | +66 | New |
| ICA Group Wealth Management, LLC | 67 | $11.2K | 0.00% | −50−42.7% | Reduced |
| Eagle Bay Advisors LLC | 68 | $11.4K | 0.01% | +43+172.0% | Added |
| Bell Investment Advisors, Inc | 68 | $11.4K | 0.00% | +3+4.6% | Added |
| Sound Income Strategies, LLC | 70 | $11.7K | 0.00% | −11−13.6% | Reduced |
| Macroview Investment Management LLC | 70 | $11.7K | 0.02% | +70 | New |
| Sunbelt Securities, Inc. | 72 | $11.8K | 0.00% | +72 | New |
| Exchange Traded Concepts, LLC | 74 | $12.4K | 0.00% | −22−22.9% | Reduced |
| Coston, McIsaac & Partners | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 80 | $13.4K | 0.00% | −8−9.1% | Reduced |
| Westside Investment Management, Inc. | 83 | $13.9K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 83 | $13.9K | 0.00% | −487−85.4% | Reduced |
| Earnest Partners LLC | 84 | $14.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 88 | $14.7K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 89 | $14.9K | 0.00% | −60−40.3% | Reduced |
| Covestor Ltd | 91 | $15.0K | 0.01% | −2−2.2% | Reduced |
| TCI Wealth Advisors, Inc. | 94 | $15.7K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 95 | $15.9K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 97 | $16.2K | 0.00% | +97 | New |
| Kistler-Tiffany Companies, LLC | 98 | $16.4K | 0.00% | −52−34.7% | Reduced |
| Marquette Asset Management, LLC | 100 | $16.7K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $16.7K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $16.7K | 0.02% | +100 | New |
| Prestige Wealth Management Group LLC | 100 | $16.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 110 | $18.4K | 0.00% | +110 | New |
| Gradient Investments LLC | 112 | $18.7K | 0.00% | −94−45.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 113 | $18.9K | 0.00% | +36+46.8% | Added |
| Strengthening Families & Communities, LLC | 112 | $19.0K | 0.02% | +100+833.3% | Added |
| NewSquare Capital LLC | 117 | $19.6K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 118 | $19.7K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 120 | $20.1K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 121 | $20.2K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 128 | $21.4K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $23.0K | 0.00% | −1,275−83.6% | Reduced |
| Schubert & Co | 138 | $23.1K | 0.02% | −8−5.5% | Reduced |
| Carmel Capital Partners, LLC | 140 | $23.4K | 0.01% | +140 | New |
| Leonteq Securities AG | 143 | $23.9K | 0.00% | +2+1.4% | Added |
| MV Capital Management, Inc. | 143 | $23.9K | 0.00% | +9+6.7% | Added |
| Manchester Capital Management LLC | 146 | $24.4K | 0.00% | −58−28.4% | Reduced |
| Accel Wealth Management | 151 | $25.3K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 161 | $26.9K | 0.00% | +50+45.0% | Added |
| Investors Research Corp | 166 | $27.8K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 166 | $27.8K | 0.01% | +59+55.1% | Added |
| Quarry LP | 168 | $28.1K | 0.02% | +19+12.8% | Added |
| Ten Capital Wealth Advisors, LLC | 169 | $28.3K | 0.01% | +157+1,308.3% | Added |
