| Marquette Asset Management, LLC | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Curi Capital | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $347 | 0.00% | +2 | New |
| West Paces Advisors Inc. | 3 | $519 | 0.00% | +3 | New |
| Venture Visionary Partners LLC | 3 | $519 | 0.00% | +3 | New |
| Ossiam | 6 | $1.00K | 0.00% | −156−96.3% | Reduced |
| Sierra Capital LLC | 8 | $1.00K | 0.00% | −11−57.9% | Reduced |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 7 | $1.00K | 0.00% | +7 | New |
| Johnson Financial Group, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Tfo-TDC, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Carmichael Hill & Associates, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| CoreCap Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Oliver Lagore Vanvalin Investment Group | 3 | $1.00K | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 15 | $2.00K | 0.00% | −64−81.0% | Reduced |
| Loomis Sayles & Co L P | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 12 | $2.00K | 0.00% | +4+50.0% | Added |
| Blue Bell Private Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 9 | $2.00K | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 14 | $2.00K | 0.00% | +14 | New |
| Horan Securities, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Avion Wealth | 9 | $2.00K | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 18 | $3.00K | 0.00% | −36−66.7% | Reduced |
| Disciplined Investments, LLC | 19 | $3.00K | 0.00% | +3+18.8% | Added |
| Kames Capital plc | 18 | $3.00K | 0.00% | +18 | New |
| USA Financial Portformulas Corp | 15 | $3.00K | 0.00% | +15 | New |
| Investors Research Corp | 18 | $3.00K | 0.00% | +18 | New |
| Castle Wealth Management LLC | 19 | $3.00K | 0.00% | +19 | New |
| Prospera Financial Services Inc | 25 | $4.00K | 0.00% | −389−94.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 25 | $4.00K | 0.00% | +25 | New |
| Anchor Investment Management, LLC | 27 | $4.67K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 30 | $5.00K | 0.00% | −9−23.1% | Reduced |
| West Branch Capital LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 30 | $5.00K | 0.00% | +25+500.0% | Added |
| Eagle Bay Advisors LLC | 29 | $5.02K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 30 | $5.19K | 0.00% | +3+11.1% | Added |
| Lumature Wealth Partners, LLC | 36 | $6.00K | 0.00% | −13−26.5% | Reduced |
| Albion Financial Group | 32 | $6.00K | 0.00% | −12−27.3% | Reduced |
| Schubert & Co | 35 | $6.00K | 0.01% | +19+118.8% | Added |
| Larson Financial Group LLC | 37 | $6.00K | 0.00% | +37 | New |
| Standard Family Office LLC | 35 | $6.00K | 0.06% | +35 | New |
| Steward Financial Group LLC | 36 | $6.00K | 0.00% | +36 | New |
| Simplex Trading, LLC | 43 | $7.00K | 0.00% | −559−92.9% | Reduced |
| Center for Financial Planning, Inc. | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 39 | $7.00K | 0.00% | +18+85.7% | Added |
| Trust Co of Vermont | 40 | $7.00K | 0.00% | +40 | New |
| Zions Bancorporation, N.A. | 46 | $8.00K | 0.00% | −2,674−98.3% | Reduced |
| Geneos Wealth Management Inc. | 49 | $8.00K | 0.00% | −18−26.9% | Reduced |
| Versant Capital Management, Inc | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 49 | $8.00K | 0.01% | +49 | New |
| Kelly Financial Services LLC | 51 | $8.85K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 51 | $9.00K | 0.00% | +51 | New |
| MUFG Americas Holdings Corp | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 57 | $10.0K | 0.00% | −4−6.6% | Reduced |
| Hexagon Capital Partners LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 58 | $10.0K | 0.00% | −2−3.3% | Reduced |
| Crewe Advisors LLC | 59 | $10.0K | 0.00% | +59 | New |
| Sutton Wealth Advisors Inc. | 61 | $10.6K | 0.00% | +1+1.7% | Added |
| Glen Eagle Advisors, LLC | 61 | $10.6K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 66 | $11.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 61 | $11.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 69 | $12.0K | 0.00% | +4+6.2% | Added |
| TSFG, LLC | 73 | $13.0K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 82 | $14.0K | 0.00% | −6,291−98.7% | Reduced |
| Massmutual Trust Co FSB | 82 | $14.0K | 0.00% | +5+6.5% | Added |
| FinTrust Capital Advisors, LLC | 74 | $14.0K | 0.00% | +74 | New |
| Covestor Ltd | 84 | $15.0K | 0.01% | −89−51.4% | Reduced |
| CVA Family Office, LLC | 85 | $15.0K | 0.00% | −20−19.0% | Reduced |
| Trustcore Financial Services, LLC | 88 | $15.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 86 | $15.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 92 | $16.0K | 0.00% | −10−9.8% | Reduced |
| Adirondack Trust Co | 105 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 109 | $19.0K | 0.00% | −191−63.7% | Reduced |
| FourThought Financial, LLC | 118 | $20.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 113 | $20.0K | 0.01% | +28+32.9% | Added |
| Bartlett & Co. Wealth Management LLC | 120 | $20.8K | 0.00% | +30+33.3% | Added |
| Prestige Wealth Management Group LLC | 126 | $21.0K | 0.01% | −13−9.4% | Reduced |
| Financial Management Professionals, Inc. | 123 | $21.0K | 0.01% | +9+7.9% | Added |
| Bartlett & Co. LLC | 120 | $21.0K | 0.00% | +30+33.3% | Added |
| Harbour Investments, Inc. | 119 | $21.0K | 0.00% | +119 | New |