| Thompson Siegel & Walmsley LLC | 16 | $0 | 0.00% | −294−94.8% | Reduced |
| Cambridge Trust Co | 20 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12 | $0 | 0.00% | +12 | New |
| Cranbrook Wealth Management, LLC | 1 | $31 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4 | $94 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 6 | $140 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6 | $140 | 0.00% | +6 | New |
| HM Payson & Co | 8 | $187 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $211 | 0.00% | +9 | New |
| McIlrath & Eck, LLC | 10 | $234 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12 | $281 | 0.00% | −152−92.7% | Reduced |
| Annapolis Financial Services, LLC | 12 | $281 | 0.00% | −25−67.6% | Reduced |
| Tortoise Investment Management, LLC | 12 | $281 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 12 | $281 | 0.00% | +12 | New |
| TD Capital Management LLC | 13 | $293 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 17 | $397 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 21 | $399 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 20 | $468 | 0.00% | +20 | New |
| My Personal CFO, LLC | 21 | $492 | 0.00% | +21 | New |
| CNB Bank | 22 | $515 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 22 | $515 | 0.00% | +7+46.7% | Added |
| Cassady Schiller Wealth Management, LLC | 22 | $515 | 0.00% | +22 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24 | $561 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 24 | $562 | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 25 | $585 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 25 | $585 | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 26 | $609 | 0.00% | +9+52.9% | Added |
| Wolff Wiese Magana LLC | 26 | $609 | 0.00% | +26 | New |
| Byrne Asset Management LLC | 28 | $655 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 28 | $655 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $655 | 0.00% | +28 | New |
| Ruedi Wealth Management, Inc. | 28 | $655 | 0.00% | +28 | New |
| Coastal Capital Group, Inc. | 38 | $722 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 35 | $819 | 0.00% | +35 | New |
| Sound Income Strategies, LLC | 36 | $843 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 36 | $843 | 0.00% | +36 | New |
| Earnest Partners LLC | 41 | $960 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 41 | $960 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $960 | 0.00% | +26+173.3% | Added |
| Financial Management Professionals, Inc. | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 44 | $1.03K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 45 | $1.05K | 0.00% | −11−19.6% | Reduced |
| Key Financial Inc | 59 | $1.12K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 49 | $1.15K | 0.00% | −8−14.0% | Reduced |
| Private Ocean, LLC | 50 | $1.17K | 0.00% | +50 | New |
| Sutton Wealth Advisors Inc. | 51 | $1.19K | 0.00% | +51 | New |
| Trustcore Financial Services, LLC | 52 | $1.22K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 56 | $1.31K | 0.00% | +56 | New |
| Glen Eagle Advisors, LLC | 59 | $1.38K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 60 | $1.41K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 62 | $1.45K | 0.00% | +62 | New |
| PFS Partners, LLC | 62 | $1.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 63 | $1.48K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 63 | $1.48K | 0.00% | +63 | New |
| Comerica Securities,inc. | 66 | $1.54K | 0.00% | +66 | New |
| Riggs Asset Managment Co. Inc. | 68 | $1.59K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 81 | $1.90K | 0.00% | +81 | New |
| Baldrige Asset Management LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 98 | $2.29K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 100 | $2.34K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 106 | $2.48K | 0.00% | +106 | New |
| Prestige Wealth Management Group LLC | 107 | $2.50K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 114 | $2.67K | 0.00% | −41−26.5% | Reduced |
| Caldwell Trust Co | 115 | $2.69K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 124 | $2.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 146 | $3.00K | 0.00% | +146 | New |
| Carmichael Hill & Associates, Inc. | 130 | $3.04K | 0.00% | −68−34.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 135 | $3.16K | 0.00% | +135 | New |
| Sandy Spring Bank | 150 | $3.51K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 155 | $3.63K | 0.00% | +155 | New |
| Glassman Wealth Services | 167 | $3.91K | 0.00% | +78+87.6% | Added |
| Umb Bank N A | 175 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 171 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 203 | $5.00K | 0.00% | +57+39.0% | Added |
| Anchor Investment Management, LLC | 250 | $5.85K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 251 | $5.88K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 264 | $6.00K | 0.00% | +50+23.4% | Added |
| Hexagon Capital Partners LLC | 257 | $6.02K | 0.00% | +76+42.0% | Added |
| Gradient Investments LLC | 265 | $6.20K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 269 | $6.30K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 272 | $6.37K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 284 | $6.65K | 0.00% | −179−38.7% | Reduced |
| Contravisory Investment Management, Inc. | 284 | $6.65K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 288 | $6.74K | 0.00% | +281+4,014.3% | Added |
| National Bank of Canada | 300 | $7.02K | 0.00% | −462,000−99.9% | Reduced |
| Mascoma Wealth Management LLC | 320 | $7.49K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 322 | $7.54K | 0.00% | +322 | New |
| Coppell Advisory Solutions Corp. | 322 | $7.54K | 0.00% | +322 | New |
| Valley National Advisers Inc | 357 | $8.00K | 0.00% | +93+35.2% | Added |
| Whittier Trust Co of Nevada Inc | 367 | $8.59K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 396 | $9.27K | 0.00% | −184−31.7% | Reduced |
| Motco | 400 | $9.36K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $9.36K | 0.01% | – | New |
| Tfo-TDC, LLC | 238 | $9.55K | 0.00% | +238 | New |
| Accurate Wealth Management, LLC | 388 | $9.63K | 0.00% | +388 | New |
| Private Trust Co NA | 410 | $10.0K | 0.00% | −92−18.3% | Reduced |
| Lindbrook Capital, LLC | 486 | $11.4K | 0.00% | +469+2,758.8% | Added |