| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | −151−98.7% | Reduced |
| TFC Financial Management | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2 | $326 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $489 | 0.00% | −3−50.0% | Reduced |
| Key Financial Inc | 6 | $977 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 7 | $1.14K | 0.00% | +7 | New |
| Trust Co of Vermont | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $1.14K | 0.00% | −1−12.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 8 | $1.31K | 0.00% | +8 | New |
| Claris Advisors, LLC | 9 | $1.47K | 0.00% | +9 | New |
| Guardian Wealth Management, Inc. | 11 | $1.79K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 11 | $1.79K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $1.95K | 0.00% | −6−33.3% | Reduced |
| ESL Trust Services, LLC | 12 | $1.95K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $1.95K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 15 | $2.44K | 0.00% | −1,192−98.8% | Reduced |
| Provenance Wealth Advisors, LLC | 15 | $2.44K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 15 | $2.44K | 0.00% | +15 | New |
| Sachetta, LLC | 16 | $2.60K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 18 | $2.93K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 19 | $2.94K | 0.00% | −2−9.5% | Reduced |
| Cornerstone Planning Group LLC | 16 | $2.95K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 20 | $3.25K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 20 | $3.25K | 0.00% | +20 | New |
| Laurel Wealth Advisors LLC | 21 | $3.42K | 0.00% | +21 | New |
| Kozak & Associates, Inc. | 21 | $3.45K | 0.00% | +21 | New |
| Washington Trust Co | 22 | $3.58K | 0.00% | −4−15.4% | Reduced |
| West Paces Advisors Inc. | 22 | $3.58K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 22 | $3.58K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 25 | $4.07K | 0.00% | −1,385−98.2% | Reduced |
| Meeder Asset Management Inc | 25 | $4.07K | 0.00% | −65−72.2% | Reduced |
| Mendota Financial Group, LLC | 25 | $4.07K | 0.00% | +25 | New |
| McIlrath & Eck, LLC | 27 | $4.39K | 0.00% | −96−78.0% | Reduced |
| Private Wealth Management Group, LLC | 27 | $4.39K | 0.00% | −36−57.1% | Reduced |
| Painted Porch Advisors LLC | 27 | $4.39K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $4.56K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 28 | $4.56K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 29 | $4.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $5.86K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 37 | $6.02K | 0.00% | −2−5.1% | Reduced |
| Bogart Wealth, LLC | 40 | $6.51K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 40 | $6.51K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $6.51K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $6.84K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 40 | $7.00K | 0.00% | +18+81.8% | Added |
| JDM Financial Group LLC | 45 | $7.32K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 47 | $7.65K | 0.00% | +47 | New |
| Morse Asset Management, Inc | 50 | $8.14K | 0.00% | +50 | New |
| Lowe Wealth Advisors, LLC | 51 | $8.30K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 51 | $8.30K | 0.00% | +51 | New |
| Golden State Equity Partners | 55 | $8.95K | 0.00% | +55 | New |
| Eastern Bank | 58 | $9.44K | 0.00% | +58 | New |
| CVA Family Office, LLC | 59 | $9.60K | 0.00% | −3−4.8% | Reduced |
| Pacific Center for Financial Services | 60 | $9.77K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $9.77K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 61 | $9.93K | 0.00% | +18+41.9% | Added |
| St Germain D J Co Inc | 62 | $10.1K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 63 | $10.3K | 0.02% | +26+70.3% | Added |
| Ritter Daniher Financial Advisory LLC | 65 | $10.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 66 | $10.7K | 0.00% | +2+3.1% | Added |
| Eagle Bay Advisors LLC | 70 | $11.4K | 0.00% | +44+169.2% | Added |
| Capital Performance Advisors LLP | 70 | $11.4K | 0.00% | +70 | New |
| IAG Wealth Partners, LLC | 72 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 75 | $12.2K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 76 | $12.4K | 0.00% | +76 | New |
| Avion Wealth | 83 | $13.0K | 0.00% | −6−6.7% | Reduced |
| Beacon Capital Management, LLC | 85 | $13.8K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 85 | $13.9K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 86 | $14.0K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 89 | $14.0K | 0.00% | +89 | New |
| Criterion Capital Advisors, LLC | 95 | $14.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 93 | $15.1K | 0.00% | +14+17.7% | Added |
| Quadrant Capital Group LLC | 93 | $15.1K | 0.00% | +5+5.7% | Added |
| Johnson Financial Group, Inc. | 93 | $15.1K | 0.00% | +85+1,062.5% | Added |
| Atlantic Trust, LLC | 105 | $17.1K | 0.00% | −42−28.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 106 | $17.2K | 0.00% | +1+1.0% | Added |
| Montag A & Associates Inc | 112 | $18.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 114 | $18.6K | 0.00% | +94+470.0% | Added |
| Smithfield Trust Co | 121 | $19.0K | 0.00% | −146−54.7% | Reduced |
| Hexagon Capital Partners LLC | 117 | $19.0K | 0.00% | −3−2.5% | Reduced |
| Planning Capital Management Corp | 117 | $19.1K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 118 | $19.2K | 0.00% | −22,232−99.5% | Reduced |
| FinTrust Capital Advisors, LLC | 122 | $19.9K | 0.00% | +5+4.3% | Added |
| Bryn Mawr Trust Co | 123 | $20.0K | 0.00% | +123 | New |
| Skopos Labs, Inc. | 128 | $20.8K | 0.01% | +128 | New |
| Tradewinds Capital Management, LLC | 130 | $21.2K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 131 | $21.3K | 0.01% | +131 | New |
| Toth Financial Advisory Corp | 135 | $22.0K | 0.00% | −15−10.0% | Reduced |
| Lindbrook Capital, LLC | 140 | $22.8K | 0.00% | +20+16.7% | Added |
| NBT Bank N A | 148 | $24.1K | 0.00% | +148 | New |
| Northwest Capital Management Inc | 150 | $24.4K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 152 | $25.0K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 160 | $26.0K | 0.01% | 00.0% | Unchanged |