| Lenox Wealth Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $280 | 0.00% | – | New |
| Sutton Wealth Advisors Inc. | 7 | $981 | 0.00% | 00.0% | Unchanged |
| Savior LLC | 9 | $1.00K | 0.00% | −35−79.5% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 7 | $1.00K | 0.00% | +7 | New |
| Strategic Blueprint, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 8 | $1.00K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Sound Income Strategies, LLC | 24 | $3.00K | 0.00% | −61−71.8% | Reduced |
| Creative Financial Designs Inc | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 19 | $3.00K | 0.00% | +14+280.0% | Added |
| Clearstead Advisors, LLC | 24 | $3.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 26 | $3.64K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 31 | $4.00K | 0.00% | +31 | New |
| Investment Research & Advisory Group, Inc. | 30 | $4.00K | 0.00% | +30 | New |
| Patriot Financial Group Insurance Agency, LLC | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 33 | $5.00K | 0.00% | +33 | New |
| JFS Wealth Advisors, LLC | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 44 | $6.00K | 0.00% | +18+69.2% | Added |
| Global Financial Private Client, LLC | 43 | $6.04K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 51 | $7.00K | 0.00% | +8+18.6% | Added |
| Smith Asset Management Group LP | 54 | $8.00K | 0.00% | −11−16.9% | Reduced |
| Resolute Partners Group | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 65 | $9.00K | 0.00% | +24+58.5% | Added |
| Valley National Advisers Inc | 68 | $10.0K | 0.00% | −10−12.8% | Reduced |
| Earnest Partners LLC | 74 | $10.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 69 | $10.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 82 | $11.0K | 0.00% | +1+1.2% | Added |
| Community Bank, N.A. | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 77 | $11.0K | 0.00% | +77 | New |
| Farmers & Merchants Investments Inc | 95 | $13.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 92 | $13.0K | 0.00% | +14+17.9% | Added |
| Castleview Partners, LLC | 90 | $13.0K | 0.01% | +90 | New |
| Eagle Bay Advisors LLC | 87 | $13.0K | 0.01% | +87 | New |
| Prentice Wealth Management LLC | 102 | $14.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 97 | $14.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 110 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 109 | $15.0K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 108 | $15.0K | 0.01% | +108 | New |
| Hexagon Capital Partners LLC | 112 | $16.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 118 | $17.0K | 0.00% | −186−61.2% | Reduced |
| Proffitt & Goodson Inc | 124 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 119 | $17.0K | 0.00% | +3+2.6% | Added |
| TSFG, LLC | 123 | $17.0K | 0.01% | +7+6.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 130 | $18.0K | 0.00% | −150−53.6% | Reduced |
| Gemmer Asset Management LLC | 132 | $18.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 130 | $18.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 133 | $19.0K | 0.01% | +13+10.8% | Added |
| Concord Wealth Partners | 134 | $19.0K | 0.01% | +12+9.8% | Added |
| Ironwood Financial, llc | 143 | $20.0K | 0.01% | +57+66.3% | Added |
| Logan Capital Management Inc | 140 | $20.0K | 0.00% | +140 | New |
| Versant Capital Management, Inc | 156 | $22.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 162 | $23.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 174 | $24.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 174 | $24.0K | 0.01% | −1−0.6% | Reduced |
| BDO Wealth Advisors, LLC | 182 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 179 | $25.0K | 0.00% | +179 | New |
| Liberty Wealth Management LLC | 195 | $27.0K | 0.01% | +15+8.3% | Added |
| Trust Co | 202 | $28.0K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $28.0K | 0.03% | +200 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $28.0K | 0.03% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 204 | $29.0K | 0.02% | +204 | New |
| Evermay Wealth Management LLC | 214 | $30.0K | 0.01% | +214 | New |
| Ellevest, Inc. | 220 | $31.0K | 0.00% | +11+5.3% | Added |
| WealthShield Partners, LLC | 239 | $33.0K | 0.01% | +231+2,887.5% | Added |
| Aua Capital Management, LLC | 241 | $34.0K | 0.02% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 240 | $34.0K | 0.01% | +240 | New |
| Piscataqua Savings Bank | 255 | $36.0K | 0.03% | 00.0% | Unchanged |
| Solstein Capital, LLC | 268 | $38.0K | 0.05% | 00.0% | Unchanged |
| Gradient Investments LLC | 280 | $39.0K | 0.00% | −88,519−99.7% | Reduced |
| Berman Capital Advisors, LLC | 318 | $44.0K | 0.01% | +53+20.0% | Added |
| CenterStar Asset Management, LLC | – | $48.0K | 0.05% | – | – |
| Tucker Asset Management LLC | 357 | $50.0K | 0.02% | +27+8.2% | Added |
| Focused Wealth Management, Inc | 380 | $53.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 381 | $53.0K | 0.00% | +57+17.6% | Added |
| Fieldpoint Private Securities, LLC | 375 | $53.0K | 0.01% | +120+47.1% | Added |
| American Portfolios Advisors | 392 | $54.9K | 0.00% | +30+8.3% | Added |
| Harvest Fund Management Co., Ltd | 403 | $56.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 423 | $59.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 420 | $59.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 420 | $59.0K | 0.00% | +420 | New |
| CVA Family Office, LLC | 460 | $64.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 465 | $65.1K | 0.01% | −129−21.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 475 | $67.0K | 0.00% | −14−2.9% | Reduced |
| Capital Analysts, LLC | 476 | $67.0K | 0.00% | +464+3,866.7% | Added |
| Atwood & Palmer Inc | 500 | $70.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 533 | $74.0K | 0.04% | +503+1,676.7% | Added |
| Center for Financial Planning, Inc. | 535 | $75.0K | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 548 | $77.0K | 0.02% | +548 | New |
