| Lee Financial Co | 2 | $0 | 0.00% | −12−85.7% | Reduced |
| Harbor Investment Advisory, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $0 | 0.00% | +3 | New |
| Heritage Wealth Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 2 | $179 | 0.00% | +2 | New |
| Atlas Capital Advisors LLC | 6 | $537 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $1.00K | 0.00% | −73−83.0% | Reduced |
| MV Capital Management, Inc. | 13 | $1.00K | 0.00% | −35−72.9% | Reduced |
| Schubert & Co | 13 | $1.00K | 0.00% | −41−75.9% | Reduced |
| Bell Investment Advisors, Inc | 16 | $1.00K | 0.00% | −6−27.3% | Reduced |
| BerganKDV Wealth Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 6 | $1.00K | 0.00% | +6 | New |
| Abound Wealth Management | 12 | $1.09K | 0.00% | +12 | New |
| Sutton Wealth Advisors Inc. | 14 | $1.25K | 0.00% | −1−6.7% | Reduced |
| Tortoise Investment Management, LLC | 23 | $2.00K | 0.00% | −20−46.5% | Reduced |
| Sound Income Strategies, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 27 | $2.00K | 0.00% | +1+3.8% | Added |
| Covington Capital Management | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $2.00K | 0.00% | +12+80.0% | Added |
| Versant Capital Management, Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $2.00K | 0.00% | +6+33.3% | Added |
| Sofos Investments, Inc. | 90 | $2.00K | 0.00% | +90 | New |
| Raffa Wealth Management, LLC | 23 | $2.06K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $3.00K | 0.00% | +22+137.5% | Added |
| DT Investment Partners, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Crewe Advisors LLC | 39 | $3.00K | 0.00% | +39 | New |
| TCI Wealth Advisors, Inc. | 45 | $4.00K | 0.00% | −75−62.5% | Reduced |
| Glassman Wealth Services | 44 | $4.00K | 0.00% | −13−22.8% | Reduced |
| Sargent Bickham Lagudis LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 48 | $4.00K | 0.00% | +48 | New |
| CVA Family Office, LLC | 55 | $5.00K | 0.00% | +40+266.7% | Added |
| JNBA Financial Advisors | 53 | $5.00K | 0.00% | +53 | New |
| American Portfolios Advisors | 62 | $5.55K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 63 | $6.00K | 0.00% | −500−88.8% | Reduced |
| SJS Investment Consulting Inc. | 72 | $6.00K | 0.00% | +72 | New |
| HM Payson & Co | 75 | $7.00K | 0.00% | −45−37.5% | Reduced |
| Earnest Partners LLC | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 80 | $7.00K | 0.00% | +1+1.3% | Added |
| RWM Asset Management, LLC | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 82 | $7.00K | 0.00% | +82 | New |
| Bellwether Advisors, LLC | 90 | $8.00K | 0.00% | −3,844−97.7% | Reduced |
| Global Retirement Partners, LLC | 79 | $8.00K | 0.00% | +9+12.9% | Added |
| Ten Capital Wealth Advisors, LLC | 86 | $8.00K | 0.00% | +86 | New |
| Mechanics Financial Corp | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 99 | $9.00K | 0.00% | +20+25.3% | Added |
| Evoke Wealth, LLC | 98 | $9.00K | 0.00% | +22+28.9% | Added |
| Investors Asset Management of Georgia Inc | 110 | $10.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 115 | $10.0K | 0.00% | +3+2.7% | Added |
| GoalVest Advisory LLC | 110 | $10.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 108 | $10.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 115 | $10.0K | 0.00% | +115 | New |
| Asset Dedication, LLC | 114 | $10.0K | 0.00% | +114 | New |
| First Manhattan Co | 142 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 137 | $12.0K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 140 | $12.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $13.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 161 | $14.0K | 0.00% | −84−34.3% | Reduced |
| Hexagon Capital Partners LLC | 156 | $14.0K | 0.00% | +144+1,200.0% | Added |
| TD Private Client Wealth LLC | 161 | $14.4K | 0.00% | −85−34.6% | Reduced |
| Core Wealth Advisors, Inc. | 167 | $15.0K | 0.01% | −33−16.5% | Reduced |
| Hantz Financial Services, Inc. | 166 | $15.0K | 0.00% | +166 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 190 | $17.0K | 0.23% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 190 | $17.0K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6,861 | $17.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 196 | $17.6K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $18.0K | 0.00% | −111−35.7% | Reduced |
| Ci Investments Inc. | 202 | $18.0K | 0.00% | +183+963.2% | Added |
| SRS Capital Advisors, Inc. | 225 | $20.0K | 0.00% | +37+19.7% | Added |
| Leelyn Smith, LLC | 240 | $21.0K | 0.01% | −720−75.0% | Reduced |
| Pin Oak Investment Advisors Inc | 231 | $21.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 250 | $22.0K | 0.01% | +250 | New |
| AlphaMark Advisors, LLC | 260 | $23.0K | 0.01% | +260 | New |
| Cambridge Trust Co | 270 | $24.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 270 | $24.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 267 | $24.0K | 0.01% | +42+18.7% | Added |
| Wagner Wealth Management, LLC | 281 | $25.0K | 0.02% | +1+0.4% | Added |
| Bangor Savings Bank | 300 | $27.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 325 | $29.0K | 0.00% | −2,398−88.1% | Reduced |
| JJJ Advisors Inc. | 302 | $29.0K | 0.01% | −9−2.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 326 | $29.0K | 0.00% | +326 | New |
| AdvisorNet Financial, Inc | 381 | $34.0K | 0.00% | −7−1.8% | Reduced |
| McClarren Financial Advisors, Inc. | 383 | $34.0K | 0.03% | +383 | New |
| Smithfield Trust Co | 395 | $35.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 390 | $35.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 296 | $35.0K | 0.00% | −7−2.3% | Reduced |
| Evermay Wealth Management LLC | 400 | $36.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 412 | $37.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 408 | $37.0K | 0.00% | −16−3.8% | Reduced |
| Washington Trust Co | 426 | $38.0K | 0.00% | −10−2.3% | Reduced |