| TFC Financial Management | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | −15−78.9% | Reduced |
| J.Safra Asset Management Corp | 6 | $0 | 0.00% | +6 | New |
| Abound Wealth Management | 10 | $321 | 0.00% | +10 | New |
| Halpern Financial, Inc. | 15 | $476 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 26 | $824 | 0.00% | −200−88.5% | Reduced |
| Kelly Financial Services LLC | 27 | $856 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 34 | $1.00K | 0.00% | −88−72.1% | Reduced |
| PFG Private Wealth Management, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 43 | $1.00K | 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 |
| Crewe Advisors LLC | 44 | $1.00K | 0.00% | +44 | New |
| Retirement Group, LLC | 39 | $1.00K | 0.00% | +39 | New |
| FNY Investment Advisers, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $1.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $1.71K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 57 | $2.00K | 0.00% | −164−74.2% | Reduced |
| TD Ameritrade Investment Management, LLC | 72 | $2.00K | 0.00% | −14−16.3% | Reduced |
| Evermay Wealth Management LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 73 | $2.00K | 0.00% | +1+1.4% | Added |
| Cranbrook Wealth Management, LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 73 | $2.00K | 0.00% | +18+32.7% | Added |
| HighMark Wealth Management LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 65 | $2.00K | 0.00% | +4+6.6% | Added |
| Wolff Wiese Magana LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 54 | $2.00K | 0.00% | +54 | New |
| Sargent Bickham Lagudis LLC | 100 | $3.00K | 0.00% | −12−10.7% | Reduced |
| Rise Advisors, LLC | 110 | $3.00K | 0.00% | +1+0.9% | Added |
| Schubert & Co | 101 | $3.00K | 0.00% | −9−8.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 104 | $3.00K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 103 | $3.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 101 | $3.00K | 0.00% | +1+1.0% | Added |
| Howe & Rusling Inc | 108 | $3.00K | 0.00% | +108 | New |
| Spire Wealth Management | 137 | $4.00K | 0.00% | −564−80.5% | Reduced |
| Gradient Investments LLC | 138 | $4.00K | 0.00% | −449−76.5% | Reduced |
| Evoke Wealth, LLC | 114 | $4.00K | 0.00% | −80−41.2% | Reduced |
| TCTC Holdings, LLC | 133 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 132 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 131 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 117 | $4.00K | 0.00% | +1+0.9% | Added |
| Aua Capital Management, LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 112 | $4.00K | 0.00% | +112 | New |
| Sutton Wealth Advisors Inc. | 130 | $4.12K | 0.00% | −27−17.2% | Reduced |
| Larson Financial Group LLC | 168 | $5.00K | 0.00% | −696−80.6% | Reduced |
| Financial Management Professionals, Inc. | 145 | $5.00K | 0.00% | −216−59.8% | Reduced |
| 1832 Asset Management L.P. | 167 | $5.00K | 0.00% | −70−29.5% | Reduced |
| Resources Management Corp | 151 | $5.00K | 0.00% | −25−14.2% | Reduced |
| Northwest Investment Counselors, LLC | 159 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 153 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 142 | $5.00K | 0.00% | +1+0.7% | Added |
| Beacon Capital Management, LLC | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 160 | $5.00K | 0.00% | +48+42.9% | Added |
| Bell Investment Advisors, Inc | 169 | $5.00K | 0.00% | +76+81.7% | Added |
| Money Concepts Capital Corp | 159 | $5.00K | 0.00% | +109+218.0% | Added |
| Cary Street Partners Asset Management LLC | 159 | $5.00K | 0.00% | +159 | New |
| Massmutual Trust Co FSB | 184 | $6.00K | 0.00% | −125−40.5% | Reduced |
| Centerpoint Advisors, LLC | 205 | $6.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 203 | $6.00K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 200 | $6.00K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 200 | $6.00K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 193 | $6.00K | 0.00% | +1+0.5% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $6.00K | 0.00% | +200 | New |
| Almanack Investment Partners, LLC. | 182 | $6.00K | 0.00% | +182 | New |
| Klaas Financial Asset Advisors, LLC | 200 | $6.00K | 0.00% | +200 | New |
| EdgeRock Capital LLC | 188 | $6.00K | 0.00% | +188 | New |
| Earnest Partners LLC | 207 | $7.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 210 | $7.00K | 0.00% | −15−6.7% | Reduced |
| Pacific Center for Financial Services | 220 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 250 | $7.92K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 239 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 250 | $8.00K | 0.01% | 00.0% | Unchanged |
| City State Bank | 325 | $10.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 326 | $10.0K | 0.01% | +26+8.7% | Added |
| Founders Capital Management | 300 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 323 | $10.0K | 0.00% | +5+1.6% | Added |
| Sittner & Nelson, LLC | 300 | $10.0K | 0.01% | 00.0% | Unchanged |