| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | −76−93.8% | Reduced |
| Versant Capital Management, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 11 | $0 | 0.00% | +2+22.2% | Added |
| Allworth Financial LP | 8 | $0 | 0.00% | +4+100.0% | Added |
| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 310 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 15 | $0 | 0.00% | +15 | New |
| Atticus Wealth Management, LLC | 7 | $0 | 0.00% | +7 | New |
| GoalVest Advisory LLC | 2 | $0 | 0.00% | +2 | New |
| TCWP LLC | 14 | $0 | 0.00% | +14 | New |
| WestEnd Advisors, LLC | – | $98 | 0.00% | – | – |
| Global Financial Private Client, LLC | 9 | $443 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 20 | $985 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $1.00K | 0.00% | −10−45.5% | Reduced |
| Schubert & Co | 27 | $1.00K | 0.00% | +8+42.1% | Added |
| CIBC Private Wealth Group, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Twin Tree Management, LP | 12 | $1.00K | 0.00% | +12 | New |
| Disciplined Investments, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 38 | $1.87K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 39 | $2.00K | 0.00% | +39 | New |
| Laurel Wealth Advisors LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 66 | $3.00K | 0.00% | +28+73.7% | Added |
| Spire Wealth Management | 64 | $3.00K | 0.00% | +39+156.0% | Added |
| Loomis Sayles & Co L P | 54 | $3.00K | 0.00% | +54 | New |
| Kayne Anderson Rudnick Investment Management LLC | 51 | $3.00K | 0.00% | +51 | New |
| GW&K Investment Management, LLC | 64 | $3.00K | 0.00% | +64 | New |
| Cordant, Inc. | 60 | $3.00K | 0.00% | +60 | New |
| Sutton Wealth Advisors Inc. | 67 | $3.30K | 0.00% | +3+4.7% | Added |
| Evoke Wealth, LLC | 89 | $4.00K | 0.00% | +7+8.5% | Added |
| Clear Street Markets LLC | 90 | $4.00K | 0.00% | +90 | New |
| Global Retirement Partners, LLC | 93 | $4.00K | 0.00% | +93 | New |
| Focused Wealth Management, Inc | 102 | $5.00K | 0.00% | +1+1.0% | Added |
| Stonebridge Capital Advisors LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 99 | $5.00K | 0.00% | +56+130.2% | Added |
| Repertoire Partners LP | 100 | $5.00K | 0.00% | +100 | New |
| Tarbox Family Office, Inc. | 117 | $6.00K | 0.00% | −53−31.2% | Reduced |
| Adirondack Trust Co | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 122 | $6.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 121 | $6.00K | 0.00% | +105+656.3% | Added |
| Zullo Investment Group, Inc. | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 163 | $8.00K | 0.00% | −64,314−99.7% | Reduced |
| Washington Trust Advisors, Inc. | 153 | $8.00K | 0.00% | −769−83.4% | Reduced |
| Lenox Wealth Advisors, LLC | 159 | $8.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 170 | $8.00K | 0.01% | +170 | New |
| TCI Wealth Advisors, Inc. | 193 | $9.00K | 0.00% | −34−15.0% | Reduced |
| Gould Capital, LLC | 181 | $9.00K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 181 | $9.00K | 0.00% | +181 | New |
| Lindbrook Capital, LLC | 209 | $10.0K | 0.00% | −121−36.7% | Reduced |
| Webster Bank, N. A. | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 195 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 222 | $11.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 218 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 242 | $12.0K | 0.00% | −3−1.2% | Reduced |
| DeDora Capital, Inc. | 251 | $12.0K | 0.00% | +251 | New |
| Peregrine Capital Management LLC | 260 | $13.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 280 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 313 | $15.0K | 0.00% | −10−3.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 325 | $16.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 331 | $16.0K | 0.00% | +34+11.4% | Added |
| Zions Bancorporation, N.A. | 317 | $16.0K | 0.00% | +44+16.1% | Added |
| Riverview Trust Co | 346 | $17.0K | 0.01% | +346 | New |
| American Portfolios Advisors | 365 | $18.0K | 0.00% | −51−12.3% | Reduced |
| Atwood & Palmer Inc | 363 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 390 | $19.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 399 | $19.0K | 0.00% | +279+232.5% | Added |
| Caldwell Trust Co | 400 | $19.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 433 | $21.0K | 0.00% | −431−49.9% | Reduced |
| EverSource Wealth Advisors, LLC | 438 | $22.0K | 0.01% | +365+500.0% | Added |
| Quadrant Capital Group LLC | 475 | $23.0K | 0.00% | −18−3.7% | Reduced |
| Parallel Advisors, LLC | 598 | $30.0K | 0.00% | −248−29.3% | Reduced |
| Covington Capital Management | 610 | $30.0K | 0.00% | +110+22.0% | Added |
| Baldwin Brothers Inc | 635 | $31.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 647 | $32.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 666 | $33.0K | 0.00% | −12−1.8% | Reduced |
| Evermay Wealth Management LLC | 800 | $39.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 794 | $39.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 803 | $39.0K | 0.01% | +800+26,666.7% | Added |
| Column Capital Advisors, LLC | 895 | $44.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 900 | $44.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 907 | $45.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 915 | $46.0K | 0.01% | +568+163.7% | Added |