| Dixon Hughes Goodman Wealth Advisors LLC | 2 | $0 | 0.00% | −99−98.0% | Reduced |
| CFS Investment Advisory Services, LLC | 21,134 | $0 | 0.00% | +21,134 | New |
| Perkins Coie Trust Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $1.00K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Worth Asset Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| O'Dell Group, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 37 | $2.90K | 0.00% | +1+2.8% | Added |
| KB Financial Partners, LLC | 36 | $3.00K | 0.00% | −296−89.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 32 | $3.00K | 0.00% | −207−86.6% | Reduced |
| Sierra Capital LLC | 40 | $3.00K | 0.00% | −40−50.0% | Reduced |
| Retirement Group, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 35 | $3.00K | 0.00% | +35 | New |
| USA Financial Portformulas Corp | 42 | $3.00K | 0.00% | +42 | New |
| Capital Advisory Group Advisory Services, LLC | 41 | $3.00K | 0.00% | +41 | New |
| Heritage Wealth Management, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Accel Wealth Management | 32 | $3.00K | 0.00% | +32 | New |
| Stephens Consulting, LLC | 42 | $3.35K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 46 | $4.00K | 0.00% | +46 | New |
| Archer Investment Corp | 50 | $4.07K | 0.00% | −275−84.6% | Reduced |
| West Paces Advisors Inc. | 62 | $4.93K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 65 | $5.00K | 0.00% | −2,450−97.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 59 | $5.00K | 0.01% | +20+51.3% | Added |
| Disciplined Investments, LLC | 57 | $5.00K | 0.00% | +57 | New |
| Bank of New Hampshire | 67 | $5.00K | 0.00% | +67 | New |
| Anchor Investment Management, LLC | 66 | $5.24K | 0.00% | 00.0% | Unchanged |
| Motco | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 71 | $6.00K | 0.00% | +2+2.9% | Added |
| BerganKDV Wealth Management, LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 74 | $6.00K | 0.00% | +53+252.4% | Added |
| GW&K Investment Management, LLC | 75 | $6.00K | 0.00% | +75 | New |
| C M Bidwell & Associates Ltd | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 103 | $8.00K | 0.00% | +1+1.0% | Added |
| Evermay Wealth Management LLC | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 98 | $8.00K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 99 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 97 | $8.00K | 0.00% | +15+18.3% | Added |
| Cordant, Inc. | 99 | $8.00K | 0.00% | +99 | New |
| Larson Financial Group LLC | 108 | $9.00K | 0.00% | −22−16.9% | Reduced |
| Wolff Wiese Magana LLC | 108 | $9.00K | 0.01% | +1+0.9% | Added |
| Carolina Wealth Advisors, LLC | 132 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 126 | $10.0K | 0.01% | +1+0.8% | Added |
| Strategic Asset Management, LLC | 132 | $10.0K | 0.01% | +132 | New |
| GHP Investment Advisors, Inc. | 137 | $11.0K | 0.00% | +137 | New |
| FourThought Financial, LLC | 156 | $12.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 158 | $12.6K | 0.00% | +58+58.0% | Added |
| Dividend Assets Capital, LLC | 175 | $14.0K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 175 | $14.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 185 | $15.3K | 0.00% | −31−14.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 200 | $15.9K | 0.00% | +200 | New |
| Lake Point Wealth Management | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 200 | $16.0K | 0.00% | +21+11.7% | Added |
| Bartlett & Co. LLC | 200 | $16.0K | 0.00% | +200 | New |
| Financial Management Professionals, Inc. | 212 | $17.0K | 0.00% | +66+45.2% | Added |
| Hudock, Inc. | 216 | $17.0K | 0.00% | +126+140.0% | Added |
| Concord Wealth Partners | 215 | $17.0K | 0.00% | +215 | New |
| Mechanics Financial Corp | 225 | $18.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 228 | $18.1K | 0.01% | +12+5.6% | Added |
| Kings Point Capital Management | 245 | $19.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 235 | $19.0K | 0.01% | +235 | New |
| Carmichael Hill & Associates, Inc. | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 255 | $20.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 260 | $21.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 287 | $22.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 282 | $22.0K | 0.00% | +7+2.5% | Added |
| Crewe Advisors LLC | 295 | $23.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 289 | $23.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 294 | $23.0K | 0.00% | +14+5.0% | Added |
| Washington Trust Advisors, Inc. | 294 | $24.0K | 0.00% | −277−48.5% | Reduced |
| Pflug Koory, LLC | 300 | $24.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 300 | $24.0K | 0.01% | +300 | New |
| West Oak Capital, LLC | 311 | $25.0K | 0.01% | +3+1.0% | Added |
| Lloyd Advisory Services, LLC. | 357 | $28.0K | 0.01% | +357 | New |
| RE Dickinson Investment Advisors, LLC | 363 | $29.0K | 0.02% | 00.0% | Unchanged |
| Central Bank & Trust Co | 370 | $29.0K | 0.00% | +370 | New |
| Washington Trust Co | 375 | $30.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 372 | $30.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 379 | $30.0K | 0.01% | +379 | New |
| Farmers & Merchants Investments Inc | 430 | $34.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 425 | $34.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 434 | $35.0K | 0.01% | +102+30.7% | Added |