| Curi Capital | 2 | $0 | 0.00% | −11−84.6% | Reduced |
| Bellwether Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $0 | 0.00% | +20 | New |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| Tarbox Family Office, Inc. | 4 | $1.00K | 0.00% | −19−82.6% | Reduced |
| Albion Financial Group | 6 | $1.00K | 0.00% | −6−50.0% | Reduced |
| AdvisorNet Financial, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Sound Income Strategies, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $1.25K | 0.00% | +8 | New |
| Tucker Asset Management LLC | 9 | $1.41K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $3.00K | 0.00% | −3−14.3% | Reduced |
| Evoke Wealth, LLC | 20 | $3.00K | 0.00% | +3+17.6% | Added |
| Schubert & Co | 22 | $3.00K | 0.00% | +6+37.5% | Added |
| Disciplined Investments, LLC | 18 | $3.00K | 0.00% | +18 | New |
| Pinebridge Investments, L.P. | 28 | $4.00K | 0.00% | −98,903−100.0% | Reduced |
| Asset Dedication, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 23 | $4.00K | 0.00% | +23 | New |
| Brown Brothers Harriman & Co | 34 | $5.00K | 0.00% | −6−15.0% | Reduced |
| Gradient Investments LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 29 | $5.00K | 0.00% | +5+20.8% | Added |
| Zions Bancorporation, N.A. | 32 | $5.00K | 0.00% | +28+700.0% | Added |
| Cordant, Inc. | 32 | $5.00K | 0.00% | +32 | New |
| Geneos Wealth Management Inc. | 45 | $6.00K | 0.00% | +1+2.3% | Added |
| Vigilant Capital Management, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 38 | $6.00K | 0.00% | +1+2.7% | Added |
| Centerpoint Advisors, LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 39 | $6.00K | 0.00% | +39 | New |
| Kelly Financial Services LLC | 45 | $7.03K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $7.81K | 0.00% | −37−42.5% | Reduced |
| Farmers & Merchants Investments Inc | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 49 | $8.00K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 52 | $8.00K | 0.00% | +23+79.3% | Added |
| Global Retirement Partners, LLC | 53 | $8.00K | 0.00% | +53 | New |
| TCWP LLC | 54 | $8.00K | 0.00% | +54 | New |
| Lenox Wealth Advisors, LLC | 68 | $10.0K | 0.00% | +8+13.3% | Added |
| Lindbrook Capital, LLC | 67 | $10.0K | 0.00% | +40+148.1% | Added |
| JFS Wealth Advisors, LLC | 61 | $10.0K | 0.00% | +38+165.2% | Added |
| Pinnacle Bancorp, Inc. | 73 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 72 | $11.0K | 0.00% | +72 | New |
| MUFG Americas Holdings Corp | 74 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 77 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 83 | $13.0K | 0.00% | −1,671−95.3% | Reduced |
| Arrow Financial Corp | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 92 | $14.0K | 0.00% | −668−87.9% | Reduced |
| Clearview Wealth Advisors LLC | 88 | $14.0K | 0.01% | +1+1.1% | Added |
| Carolinas Wealth Consulting LLC | 97 | $15.0K | 0.00% | −14−12.6% | Reduced |
| AllSquare Wealth Management LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 104 | $16.0K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $16.0K | 0.01% | +100 | New |
| American Portfolios Advisors | 105 | $16.4K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 110 | $17.0K | 0.01% | −50−31.3% | Reduced |
| Versant Capital Management, Inc | 106 | $17.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 117 | $18.0K | 0.00% | +6+5.4% | Added |
| Zullo Investment Group, Inc. | 125 | $20.0K | 0.01% | +12+10.6% | Added |
| Kistler-Tiffany Companies, LLC | 141 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 138 | $22.0K | 0.00% | +32+30.2% | Added |
| American Research & Management Co. | 156 | $24.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 152 | $24.0K | 0.01% | +12+8.6% | Added |
| Cambridge Trust Co | 158 | $25.0K | 0.00% | −95−37.5% | Reduced |
| Mascoma Wealth Management LLC | 157 | $25.0K | 0.01% | +157 | New |
| Tilia Fiduciary Partners, Inc. | 167 | $26.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 175 | $27.0K | 0.01% | +12+7.4% | Added |
| Quent Capital, LLC | 187 | $29.0K | 0.01% | +187 | New |
| Avondale Wealth Management | 190 | $30.0K | 0.04% | 00.0% | Unchanged |
| City Holding Co | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $31.0K | 0.02% | +200 | New |
| Aquatic Capital Management LLC | 200 | $31.0K | 0.05% | +200 | New |
| Creative Financial Designs Inc | 202 | $32.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 210 | $33.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 238 | $37.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 238 | $37.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 245 | $38.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 245 | $38.2K | 0.00% | +245 | New |
| Bartlett & Co. LLC | 250 | $39.0K | 0.00% | +250 | New |
| Bartlett & Co. Wealth Management LLC | 250 | $39.3K | 0.00% | +250 | New |
| Whittier Trust Co | 255 | $40.0K | 0.00% | +32+14.3% | Added |
| TD Private Client Wealth LLC | 257 | $40.1K | 0.00% | +34+15.2% | Added |
| Proequities, Inc. | 259 | $41.0K | 0.00% | −35−11.9% | Reduced |
| Freedman Financial Associates, Inc. | 263 | $41.0K | 0.03% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 275 | $42.8K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 275 | $43.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 284 | $44.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 295 | $46.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 300 | $47.0K | 0.00% | +300 | New |
| Parallel Advisors, LLC | 338 | $53.0K | 0.00% | +60+21.6% | Added |
| FNY Investment Advisers, LLC | 340 | $53.0K | 0.05% | +340 | New |