| Atwood & Palmer Inc | 10 | $0 | 0.00% | −290−96.7% | Reduced |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $0 | 0.00% | +10 | New |
| CFS Investment Advisory Services, LLC | 11,630 | $0 | 0.00% | +11,630 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| Halpern Financial, Inc. | 15 | $692 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $1.00K | 0.00% | +9+42.9% | Added |
| GW&K Investment Management, LLC | 29 | $1.00K | 0.00% | +29 | New |
| FAI Wealth Management | 31 | $1.00K | 0.00% | +31 | New |
| Kelly Financial Services LLC | 27 | $1.25K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 43 | $2.00K | 0.00% | −6−12.2% | Reduced |
| Schubert & Co | 44 | $2.00K | 0.00% | +1+2.3% | Added |
| Mascoma Wealth Management LLC | 49 | $2.00K | 0.00% | +49 | New |
| NVWM, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Fortitude Advisory Group L.L.C. | 47 | $2.00K | 0.00% | +47 | New |
| Glen Eagle Advisors, LLC | 44 | $2.03K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 50 | $2.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $2.49K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 60 | $3.00K | 0.00% | −900−93.8% | Reduced |
| West Branch Capital LLC | 75 | $3.00K | 0.00% | −178−70.4% | Reduced |
| Howe & Rusling Inc | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 71 | $3.00K | 0.00% | +1+1.4% | Added |
| Cranbrook Wealth Management, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 74 | $3.00K | 0.00% | +1+1.4% | Added |
| Creative Financial Designs Inc | 75 | $3.00K | 0.00% | +75 | New |
| Atlantic Trust, LLC | 59 | $3.00K | 0.00% | +59 | New |
| Paladin Advisory Group, LLC | 68 | $3.00K | 0.00% | +68 | New |
| Cordant, Inc. | 97 | $4.00K | 0.00% | +97 | New |
| Ulland Investment Advisors, LLC | 90 | $4.00K | 0.00% | +90 | New |
| Kayne Anderson Rudnick Investment Management LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 112 | $5.00K | 0.00% | +42+60.0% | Added |
| Thompson Siegel & Walmsley LLC | 99 | $5.00K | 0.00% | +80+421.1% | Added |
| Disciplined Investments, LLC | 109 | $5.00K | 0.00% | +109 | New |
| Rise Advisors, LLC | 108 | $5.00K | 0.00% | +108 | New |
| Lansing Street Advisors | 100 | $5.00K | 0.00% | +100 | New |
| Tucker Asset Management LLC | 121 | $5.58K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 131 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 129 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 139 | $6.00K | 0.00% | +1+0.7% | Added |
| TCTC Holdings, LLC | 133 | $6.00K | 0.00% | +101+315.6% | Added |
| West Financial Advisors, LLC | 132 | $6.00K | 0.00% | +132 | New |
| Beacon Capital Management, LLC | 118 | $6.00K | 0.00% | +118 | New |
| North Star Investment Management Corp. | 150 | $7.00K | 0.00% | −18−10.7% | Reduced |
| Marquette Asset Management, LLC | 144 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 159 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 153 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 162 | $7.00K | 0.00% | +11+7.3% | Added |
| Tortoise Investment Management, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 162 | $7.48K | 0.00% | −184−53.2% | Reduced |
| SOA Wealth Advisors, LLC. | 195 | $8.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 176 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 167 | $8.00K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 178 | $8.00K | 0.00% | +64+56.1% | Added |
| Montag A & Associates Inc | 203 | $9.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 205 | $9.00K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 193 | $9.00K | 0.00% | +76+65.0% | Added |
| Siena Capital LLC | 200 | $9.00K | 0.01% | +200 | New |
| Assetmark, Inc | 212 | $10.0K | 0.00% | −532−71.5% | Reduced |
| Prestige Wealth Management Group LLC | 218 | $10.0K | 0.00% | −28−11.4% | Reduced |
| Earnest Partners LLC | 207 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 220 | $10.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 221 | $10.0K | 0.00% | +221 | New |
| GoalVest Advisory LLC | 212 | $10.0K | 0.01% | +212 | New |
| Atlas Capital Advisors LLC | 226 | $10.4K | 0.00% | −524−69.9% | Reduced |
| Jones Financial Companies LLLP | 249 | $11.0K | 0.00% | −813−76.6% | Reduced |
| Pin Oak Investment Advisors Inc | 239 | $11.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 234 | $11.0K | 0.00% | 00.0% | Unchanged |