| Avion Wealth | 37 | $0 | 0.00% | +32+640.0% | Added |
| Sofos Investments, Inc. | 26 | $8 | 0.00% | +26 | New |
| Sound Income Strategies, LLC | 1 | $20 | 0.00% | +1 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $26 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $209 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $261 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $340 | 0.00% | −29−69.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 18 | $457 | 0.00% | +18 | New |
| Coppell Advisory Solutions LLC | 19 | $493 | 0.00% | +19 | New |
| TFC Financial Management | 20 | $522 | 0.00% | +20 | New |
| Lee Financial Co | 21 | $548 | 0.00% | −85−80.2% | Reduced |
| Chilton Capital Management LLC | 24 | $626 | 0.00% | +24 | New |
| NewSquare Capital LLC | 25 | $652 | 0.00% | −384−93.9% | Reduced |
| Comerica Bank | 803,087 | $654 | 0.07% | +803,087 | New |
| Fairfield, Bush & Co. | 26 | $678 | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 33 | $861 | 0.00% | +25+312.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $913 | 0.00% | +35 | New |
| Financial Management Professionals, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | +17+113.3% | Added |
| Bollard Group LLC | 50 | $1.00K | 0.00% | +50 | New |
| ORG Partners LLC | 31 | $1.00K | 0.00% | +31 | New |
| Disciplined Investments, LLC | 42 | $1.09K | 0.00% | −7−14.3% | Reduced |
| Raffa Wealth Management, LLC | 49 | $1.28K | 0.00% | −13−21.0% | Reduced |
| Trifecta Capital Advisors, LLC | 50 | $1.30K | 0.00% | −1−2.0% | Reduced |
| BerganKDV Wealth Management, LLC | 50 | $1.30K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $1.37K | 0.00% | +22+71.0% | Added |
| Geneos Wealth Management Inc. | 53 | $1.38K | 0.00% | −672−92.7% | Reduced |
| Global Financial Private Client, LLC | 56 | $1.49K | 0.00% | −515−90.2% | Reduced |
| Highline Wealth Partners LLC | 58 | $1.51K | 0.00% | 00.0% | Unchanged |
| Motco | 62 | $1.62K | 0.00% | +62 | New |
| ICA Group Wealth Management, LLC | 64 | $1.67K | 0.00% | −1,000−94.0% | Reduced |
| Key Financial Inc | 67 | $1.75K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 73 | $1.90K | 0.00% | −50,191−99.9% | Reduced |
| Sutton Wealth Advisors Inc. | 74 | $1.93K | 0.00% | +30+68.2% | Added |
| Baystate Wealth Management LLC | 74 | $1.93K | 0.00% | +2+2.8% | Added |
| Transamerica Financial Advisors, Inc. | 50 | $2.00K | 0.00% | −22,032−99.8% | Reduced |
| SkyView Investment Advisors, LLC | 89 | $2.00K | 0.00% | +42+89.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 60 | $2.00K | 0.00% | +60 | New |
| Tyler-Stone Wealth Management | 84 | $2.00K | 0.00% | +84 | New |
| Cullen/Frost Bankers, Inc. | 80 | $2.09K | 0.00% | −451−84.9% | Reduced |
| Kenfarb & Co. | 100 | $2.61K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 107 | $2.79K | 0.00% | +107 | New |
| Caldwell Trust Co | 110 | $2.87K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 111 | $2.90K | 0.00% | +70+170.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 112 | $2.92K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 114 | $2.97K | 0.00% | +60+111.1% | Added |
| Stonebridge Capital Advisors LLC | 115 | $3.00K | 0.00% | +115 | New |
| WR Wealth Planners, LLC | 120 | $3.13K | 0.00% | −29−19.5% | Reduced |
| Piscataqua Savings Bank | 125 | $3.26K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 125 | $3.26K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 125 | $3.26K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 135 | $3.52K | 0.00% | −693−83.7% | Reduced |
| Beacon Capital Management, LLC | 135 | $3.52K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 140 | $3.65K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 144 | $3.76K | 0.00% | +69+92.0% | Added |
| Investors Research Corp | 145 | $3.78K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 146 | $3.81K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 148 | $3.86K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 152 | $3.96K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 148 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 155 | $4.11K | 0.00% | −211−57.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 159 | $4.15K | 0.00% | +159 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 162 | $4.22K | 0.00% | −24−12.9% | Reduced |
| HHM Wealth Advisors, LLC | 164 | $4.28K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 166 | $4.33K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 173 | $4.51K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 174 | $4.54K | 0.00% | 00.0% | Unchanged |
| Viking Fund Management LLC | 180 | $4.69K | 0.00% | +180 | New |
| JFS Wealth Advisors, LLC | 181 | $4.72K | 0.00% | −86−32.2% | Reduced |
| First Capital Advisors Group, LLC. | 191 | $4.98K | 0.00% | +191 | New |
| Ronald Blue Trust, Inc. | 182 | $5.00K | 0.00% | −3,789−95.4% | Reduced |
| RFP Financial Group LLC | 195 | $5.09K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 200 | $5.22K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 210 | $5.48K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 213 | $5.55K | 0.00% | +69+47.9% | Added |
| Harbor Investment Advisory, LLC | 214 | $5.58K | 0.00% | +5+2.4% | Added |
| Financial Synergies Wealth Advisors, Inc. | 214 | $5.59K | 0.00% | −184−46.2% | Reduced |
| Colonial Trust Co | 223 | $5.78K | 0.00% | +68+43.9% | Added |
| North Star Investment Management Corp. | 222 | $5.79K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 211 | $6.00K | 0.01% | +36+20.6% | Added |
| GW&K Investment Management, LLC | 230 | $6.00K | 0.00% | +230 | New |
| Versant Capital Management, Inc | 235 | $6.13K | 0.00% | −24−9.3% | Reduced |
| Park Place Capital Corp | 237 | $6.18K | 0.00% | −88−27.1% | Reduced |
| Earnest Partners LLC | 244 | $6.36K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 244 | $6.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 267 | $6.96K | 0.00% | +267 | New |
| Venturi Wealth Management, LLC | 281 | $7.33K | 0.00% | −169−37.6% | Reduced |
| Heritage Wealth Advisors | 287 | $7.49K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 298 | $7.77K | 0.00% | −1,350−81.9% | Reduced |
| Worth Asset Management, LLC | 305 | $7.96K | 0.01% | +5+1.7% | Added |
| SRS Capital Advisors, Inc. | 324 | $8.45K | 0.00% | +324 | New |
| Farmers & Merchants Investments Inc | 325 | $8.48K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 325 | $8.48K | 0.00% | +4+1.2% | Added |
| Global Retirement Partners, LLC | 388 | $10.1K | 0.00% | −105−21.3% | Reduced |
| Jones Financial Companies LLLP | 390 | $10.2K | 0.00% | −95−19.6% | Reduced |
| FinTrust Capital Advisors, LLC | 263 | $10.4K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 400 | $10.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 456 | $11.9K | 0.00% | −534−53.9% | Reduced |
