| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $207 | 0.00% | +1 | New |
| Wolff Wiese Magana LLC | 2 | $414 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $621 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $621 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $666 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $828 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Perkins Coie Trust Co | 5 | $1.03K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 6 | $1.24K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 8 | $1.55K | 0.00% | +8 | New |
| Perritt Capital Management Inc | 8 | $1.66K | 0.00% | +8 | New |
| Bellevue Asset Management, LLC | 9 | $1.86K | 0.00% | −1−10.0% | Reduced |
| Versant Capital Management, Inc | 9 | $1.86K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Beacon Capital Management, LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 10 | $2.07K | 0.00% | −7−41.2% | Reduced |
| Authentikos Wealth Advisory, LLC | 10 | $2.07K | 0.00% | +10 | New |
| MCF Advisors LLC | 10 | $2.07K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 11 | $2.28K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 11 | $2.28K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 11 | $2.28K | 0.00% | +2+22.2% | Added |
| Caldwell Sutter Capital, Inc. | 12 | $2.48K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $2.48K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $2.48K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $2.51K | 0.00% | 00.0% | Unchanged |
| Motco | 14 | $2.90K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $3.10K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 17 | $3.52K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $4.14K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $4.14K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 21 | $4.34K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 21 | $4.34K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 24 | $5.00K | 0.00% | −49−67.1% | Reduced |
| Coston, McIsaac & Partners | 27 | $5.00K | 0.00% | −9−25.0% | Reduced |
| Raffa Wealth Management, LLC | 25 | $5.17K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25 | $5.17K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 25 | $5.17K | 0.00% | +25 | New |
| Moisand Fitzgerald Tamayo, LLC | 27 | $5.59K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $5.59K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 28 | $5.79K | 0.00% | −8−22.2% | Reduced |
| Lee Financial Co | 28 | $5.79K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 28 | $5.79K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $6.00K | 0.00% | −4−12.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 30 | $6.21K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 30 | $6.21K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 35 | $7.00K | 0.00% | −814−95.9% | Reduced |
| CNB Bank | 35 | $7.24K | 0.00% | −50−58.8% | Reduced |
| Baystate Wealth Management LLC | 35 | $7.24K | 0.00% | −32−47.8% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 35 | $7.24K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 36 | $7.45K | 0.00% | +2+5.9% | Added |
| Prestige Wealth Management Group LLC | 37 | $7.66K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $7.66K | 0.00% | +4+12.1% | Added |
| Byrne Asset Management LLC | – | $8.00K | 0.01% | – | – |
| Bogart Wealth, LLC | 39 | $8.07K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 42 | $8.69K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 44 | $9.11K | 0.00% | +12+37.5% | Added |
| Rise Advisors, LLC | 45 | $9.31K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 48 | $9.93K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 48 | $9.93K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 48 | $9.93K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $10.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $10.3K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 51 | $10.6K | 0.00% | +51 | New |
| RVW Wealth, LLC | 52 | $10.8K | 0.00% | +52 | New |
| Pathway Financial Advisers, LLC | 52 | $10.8K | 0.00% | +52 | New |
| Bell Investment Advisors, Inc | 55 | $11.4K | 0.00% | −3−5.2% | Reduced |
| Estabrook Capital Management | 59 | $12.2K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 60 | $12.2K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 60 | $12.4K | 0.00% | +30+100.0% | Added |
| Hallmark Capital Management Inc | 60 | $12.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 61 | $12.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 62 | $12.8K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 64 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 65 | $13.4K | 0.00% | −90−58.1% | Reduced |
| Harbour Investments, Inc. | 65 | $13.4K | 0.00% | +14+27.5% | Added |
| Credential Qtrade Securities Inc. | 66 | $13.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 67 | $13.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 78 | $16.0K | 0.00% | +2+2.6% | Added |
| JJJ Advisors Inc. | 82 | $17.0K | 0.00% | +32+64.0% | Added |
| RFP Financial Group LLC | 83 | $17.2K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 85 | $17.6K | 0.00% | −17−16.7% | Reduced |
| Hexagon Capital Partners LLC | 86 | $17.8K | 0.00% | +8+10.3% | Added |
| Asset Dedication, LLC | 91 | $19.0K | 0.00% | +47+106.8% | Added |
| JFS Wealth Advisors, LLC | 92 | $19.0K | 0.00% | +10+12.2% | Added |
| Investment Research & Advisory Group, Inc. | 97 | $20.1K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $20.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $20.7K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 102 | $21.1K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 107 | $22.1K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 113 | $22.3K | 0.01% | −7−5.8% | Reduced |
| HHM Wealth Advisors, LLC | 114 | $23.6K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 116 | $24.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 119 | $24.6K | 0.01% | +2+1.7% | Added |
| Sutton Wealth Advisors Inc. | 120 | $24.8K | 0.01% | +28+30.4% | Added |