| Bessemer Group Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| CoreCap Advisors, LLC | 1 | $61 | 0.00% | −159−99.4% | Reduced |
| Global Wealth Strategies & Associates | 1 | $61 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $122 | 0.00% | 00.0% | Unchanged |
| Cresta Advisors, Ltd. | 2 | $123 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $137 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 3 | $184 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 3 | $184 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $245 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $245 | 0.00% | +1+33.3% | Added |
| Anfield Capital Management, LLC | 5 | $306 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $306 | 0.00% | +1+25.0% | Added |
| Transamerica Financial Advisors, Inc. | 5 | $306 | 0.00% | +5 | New |
| Financial Consulate, Inc | 5 | $307 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $367 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 6 | $367 | 0.00% | +6 | New |
| United Financial Planning Group LLC | 6 | $367 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $429 | 0.00% | +1+16.7% | Added |
| SJS Investment Consulting Inc. | 7 | $429 | 0.00% | +3+75.0% | Added |
| Central Trust Co | 7 | $429 | 0.00% | +7 | New |
| Horizon Investments, LLC | 8 | $490 | 0.00% | −4−33.3% | Reduced |
| GGM Financials LLC | 9 | $551 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 9 | $551 | 0.00% | +9 | New |
| Elyxium Wealth, LLC | 9 | $551 | 0.00% | +9 | New |
| Rothschild Investment LLC | 11 | $673 | 0.00% | +10+1,000.0% | Added |
| Atlantic Trust, LLC | 12 | $735 | 0.00% | −36−75.0% | Reduced |
| Hantz Financial Services, Inc. | 22 | $1.00K | 0.00% | −7−24.1% | Reduced |
| Geneos Wealth Management Inc. | 17 | $1.04K | 0.00% | −150−89.8% | Reduced |
| Umb Bank N A | 18 | $1.10K | 0.00% | +18 | New |
| Comprehensive Financial Planning, Inc. | 20 | $1.22K | 0.00% | +20 | New |
| Keating Financial Advisory Services, Inc. | 25 | $1.53K | 0.00% | +25 | New |
| Cornerstone Planning Group LLC | 27 | $1.55K | 0.00% | −1,673−98.4% | Reduced |
| Massmutual Trust Co FSB | 26 | $1.59K | 0.00% | −28−51.9% | Reduced |
| Zions Bancorporation, National Association | 26 | $1.59K | 0.00% | +26 | New |
| St. Johns Investment Management Company, LLC | 30 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 31 | $1.90K | 0.00% | +31 | New |
| Bartlett & Co. Wealth Management LLC | 35 | $2.12K | 0.00% | +35 | New |
| Pacific Center for Financial Services | 41 | $2.15K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $2.20K | 0.00% | −10−21.7% | Reduced |
| TD Private Client Wealth LLC | 36 | $2.20K | 0.00% | +11+44.0% | Added |
| Cape Investment Advisory, Inc. | 36 | $2.20K | 0.00% | +36 | New |
| LRI Investments, LLC | 38 | $2.33K | 0.00% | +35+1,166.7% | Added |
| Game Plan Financial Advisors, LLC | 47 | $2.88K | 0.00% | +47 | New |
| Trust Co of Toledo NA | 50 | $3.06K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $3.06K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 50 | $3.06K | 0.00% | +50 | New |
| McIlrath & Eck, LLC | 55 | $3.37K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 55 | $3.37K | 0.00% | +25+83.3% | Added |
| Investors Portfolio Services LLC | 57 | $3.49K | 0.00% | +57 | New |
| Atlas Capital Advisors LLC | 59 | $3.61K | 0.00% | +59 | New |
| Rakuten Securities, Inc. | 61 | $3.73K | 0.00% | −60−49.6% | Reduced |
| National Bank of Canada | 62 | $3.79K | 0.00% | −203−76.6% | Reduced |
| Bogart Wealth, LLC | 62 | $3.80K | 0.00% | +12+24.0% | Added |
| Capital Analysts, LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Natixis | 75 | $4.59K | 0.00% | −249,868−100.0% | Reduced |
| Dogwood Wealth Management LLC | 75 | $4.59K | 0.00% | +75 | New |
| Legacy Wealth Managment, LLC | 80 | $4.90K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 85 | $5.20K | 0.00% | +85 | New |
| Darwin Advisors, LLC | 88 | $5.39K | 0.00% | +88 | New |
| Basecamp Wealth Advisors LLC | 90 | $5.51K | 0.00% | +90 | New |
| CX Institutional | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 100 | $6.00K | 0.01% | +100 | New |
| Assetmark, Inc | 99 | $6.06K | 0.00% | −9−8.3% | Reduced |
| Palouse Capital Management, Inc. | 100 | $6.12K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $6.12K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 100 | $6.12K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 100 | $6.12K | 0.00% | +100 | New |
| Ritter Daniher Financial Advisory LLC | 100 | $6.12K | 0.00% | +100 | New |
| Lodestone Wealth Management LLC | 100 | $6.12K | 0.00% | +100 | New |
| Godfrey Financial Associates, Inc. | 85 | $6.18K | 0.01% | +85 | New |
| Pinnacle Wealth Planning Services, Inc. | 105 | $6.43K | 0.00% | +105 | New |
| SageView Advisory Group, LLC | 105 | $6.43K | 0.00% | +105 | New |
| EverSource Wealth Advisors, LLC | 136 | $8.32K | 0.00% | −15−9.9% | Reduced |
| Meramec Financial Planners, LLC | 154 | $8.79K | 0.00% | +154 | New |
| Versant Capital Management, Inc | 147 | $9.00K | 0.00% | +24+19.5% | Added |
| Huntington National Bank | 149 | $9.12K | 0.00% | −30−16.8% | Reduced |
| NBT Bank N A | 61 | $9.18K | 0.00% | +9+17.3% | Added |
| Root Financial Partners, LLC | 156 | $9.55K | 0.00% | +29+22.8% | Added |
| Chesapeake Asset Management LLC | 163 | $9.98K | 0.01% | +163 | New |
| CGC Financial Services, LLC | 172 | $10.5K | 0.00% | +74+75.5% | Added |
| Ameriflex Group, Inc. | 200 | $12.2K | 0.01% | −130−39.4% | Reduced |
| Albion Financial Group | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 202 | $12.4K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 204 | $12.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 223 | $13.4K | 0.00% | +223 | New |
| Harbour Investments, Inc. | 227 | $13.9K | 0.00% | +116+104.5% | Added |
| Islay Capital Management, LLC | 250 | $15.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 283 | $17.3K | 0.00% | +55+24.1% | Added |
| Meeder Asset Management Inc | 289 | $17.7K | 0.00% | −73−20.2% | Reduced |
| Quadrant Capital Group LLC | 291 | $17.8K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 300 | $18.4K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 324 | $19.0K | 0.00% | +41+14.5% | Added |
| Bayban | 325 | $19.9K | 0.02% | +325 | New |
| 1620 Investment Advisors, Inc. | 370 | $22.7K | 0.02% | +24+6.9% | Added |
| Osterweis Capital Management Inc | 396 | $24.2K | 0.00% | −70,945−99.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 400 | $24.5K | 0.00% | 00.0% | Unchanged |
