| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $0 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Curi Capital | 2 | $0 | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $117 | 0.00% | – | – |
| JNBA Financial Advisors | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | +5 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 12 | $1.00K | 0.00% | +12 | New |
| Harbour Investments, Inc. | 20 | $2.00K | 0.00% | −9−31.0% | Reduced |
| Winch Advisory Services, LLC | 14 | $2.00K | 0.00% | −14−50.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 17 | $2.00K | 0.00% | +9+112.5% | Added |
| Valley National Advisers Inc | 13 | $2.00K | 0.00% | +13 | New |
| Surevest, LLC | 17 | $2.00K | 0.00% | +17 | New |
| KB Financial Partners, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Schubert & Co | 14 | $2.00K | 0.00% | +14 | New |
| Kelly Financial Services LLC | 25 | $2.93K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 28 | $3.00K | 0.00% | −28−50.0% | Reduced |
| FinTrust Capital Advisors, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $3.00K | 0.00% | +25 | New |
| C M Bidwell & Associates Ltd | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 38 | $4.00K | 0.00% | +38 | New |
| Tilia Fiduciary Partners, Inc. | 30 | $4.00K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 36 | $4.21K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $5.00K | 0.00% | +40 | New |
| Trust Co of Vermont | 45 | $5.00K | 0.00% | +45 | New |
| Alaska Permanent Fund Corp | 42 | $5.00K | 0.00% | +42 | New |
| Institutional & Family Asset Management, LLC | 48 | $6.00K | 0.00% | −163−77.3% | Reduced |
| North Star Investment Management Corp. | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 48 | $6.00K | 0.00% | +48 | New |
| Stephens Consulting, LLC | 56 | $6.55K | 0.01% | +56 | New |
| Semmax Financial Advisors Inc. | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 72 | $8.00K | 0.00% | +8+12.5% | Added |
| TSFG, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 67 | $8.00K | 0.00% | +8+13.6% | Added |
| CVA Family Office, LLC | 72 | $8.00K | 0.00% | +72 | New |
| TCI Wealth Advisors, Inc. | 88 | $10.0K | 0.00% | +88 | New |
| Atlas Capital Advisors LLC | 88 | $10.3K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 93 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 90 | $11.0K | 0.00% | +90 | New |
| Versant Capital Management, Inc | 101 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $12.0K | 0.00% | +7+7.2% | Added |
| Total Clarity Wealth Management, Inc. | 115 | $13.0K | 0.01% | −5−4.2% | Reduced |
| South State Corp. | 109 | $13.0K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 110 | $13.0K | 0.00% | +3+2.8% | Added |
| Assetmark, Inc | 118 | $14.0K | 0.00% | −92−43.8% | Reduced |
| Ancora Advisors, LLC | 123 | $14.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 118 | $14.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 125 | $15.0K | 0.00% | +125 | New |
| Tradewinds Capital Management, LLC | 135 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 156 | $18.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 150 | $18.0K | 0.00% | +98+188.5% | Added |
| Richwood Investment Advisors, LLC | 150 | $18.0K | 0.02% | +150 | New |
| Tarbox Family Office, Inc. | 162 | $19.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 174 | $20.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 175 | $20.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 172 | $20.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 168 | $20.0K | 0.00% | +5+3.1% | Added |
| Allworth Financial LP | 174 | $20.0K | 0.00% | +174 | New |
| Ahrens Investment Partners LLC | 168 | $20.0K | 0.01% | +168 | New |
| Cambridge Trust Co | 178 | $21.0K | 0.00% | +178 | New |
| Graves-Light Private Wealth Management, Inc. | 184 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 200 | $23.0K | 0.01% | −77−27.8% | Reduced |
| Aquire Wealth Advisors, LLC | 200 | $23.0K | 0.01% | +200 | New |
| Parkside Financial Bank & Trust | 209 | $24.0K | 0.01% | −327−61.0% | Reduced |
| Glassman Wealth Services | 209 | $24.0K | 0.00% | +153+273.2% | Added |
| Johnson Financial Group, Inc. | 212 | $25.0K | 0.00% | +212 | New |
| Newbridge Financial Services Group, Inc. | 232 | $27.0K | 0.01% | +208+866.7% | Added |
| Zions Bancorporation, N.A. | 235 | $28.0K | 0.00% | −5,397−95.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 250 | $29.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 245 | $29.0K | 0.04% | +245 | New |
| Canton Hathaway, LLC | 258 | $30.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 273 | $32.0K | 0.01% | −5−1.8% | Reduced |
| Snowden Capital Advisors LLC | 290 | $33.0K | 0.00% | +290 | New |
| Seldon Capital LP | 291 | $34.0K | 0.02% | +291 | New |
| Baystate Wealth Management LLC | 300 | $35.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 309 | $36.0K | 0.00% | −541−63.6% | Reduced |
| Gemmer Asset Management LLC | 304 | $36.0K | 0.00% | −35−10.3% | Reduced |
| Evoke Wealth, LLC | 357 | $42.0K | 0.00% | −1,016−74.0% | Reduced |
| Prestige Wealth Management Group LLC | 357 | $42.0K | 0.01% | +25+7.5% | Added |