| Bay Harbor Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,810 | $221 | 0.00% | −44−1.5% | Reduced |
| PSI Advisors, LLC | 7 | $552 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 8 | $638 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $788 | 0.00% | +2+25.0% | Added |
| Fiduciary Alliance LLC | 12 | $979 | 0.00% | +12 | New |
| Red Cedar Capital, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 17 | $1.34K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.42K | 0.00% | +18 | New |
| Lee Financial Co | 19 | $1.50K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $1.58K | 0.00% | +4+25.0% | Added |
| Grove Bank & Trust | 20 | $2.00K | 0.00% | +20 | New |
| Baldrige Asset Management LLC | 25 | $2.00K | 0.00% | +25 | New |
| MBM Wealth Consultants, LLC | 31 | $2.00K | 0.00% | +31 | New |
| Magnolia Capital Management Ltd | 29 | $2.00K | 0.00% | +29 | New |
| Tradewinds Capital Management, LLC | 26 | $2.05K | 0.00% | +26 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $2.62K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 34 | $2.68K | 0.00% | +34 | New |
| True Wealth Design, LLC | 35 | $2.74K | 0.00% | +35 | New |
| Centennial Bank | 35 | $2.76K | 0.00% | +35 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 42 | $3.00K | 0.00% | −414−90.8% | Reduced |
| Horrell Capital Management, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 39 | $3.07K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 40 | $3.15K | 0.00% | +40 | New |
| Country Trust Bank | 41 | $3.23K | 0.00% | −157−79.3% | Reduced |
| Richard W. Paul & Associates, LLC | 41 | $3.23K | 0.00% | +41 | New |
| Timber Creek Capital Management LLC | 50 | $3.94K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 46 | $4.00K | 0.00% | +46 | New |
| Ten Capital Wealth Advisors, LLC | 57 | $4.49K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 60 | $4.75K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 64 | $5.04K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 64 | $5.04K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 66 | $5.20K | 0.00% | +33+100.0% | Added |
| Carolina Wealth Advisors, LLC | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 76 | $6.01K | 0.00% | +13+20.6% | Added |
| Sugarloaf Wealth Management, LLC | 81 | $6.36K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 91 | $7.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 94 | $7.42K | 0.00% | +57+154.1% | Added |
| Byrne Asset Management LLC | 100 | $7.88K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $7.88K | 0.00% | +100 | New |
| New Millennium Group LLC | 104 | $8.19K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 110 | $9.00K | 0.00% | +110 | New |
| Macroview Investment Management LLC | 119 | $9.38K | 0.02% | +1+0.8% | Added |
| Quarry LP | 123 | $9.69K | 0.01% | +123 | New |
| Front Row Advisors LLC | 122 | $10.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 129 | $10.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 135 | $10.2K | 0.01% | +135 | New |
| TCI Wealth Advisors, Inc. | 130 | $10.2K | 0.00% | −235−64.4% | Reduced |
| Mascoma Wealth Management LLC | 134 | $10.6K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 137 | $10.8K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 150 | $11.8K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 154 | $12.1K | 0.01% | +154 | New |
| Hallmark Capital Management Inc | 158 | $12.4K | 0.00% | −250−61.3% | Reduced |
| Avion Wealth | 191 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 173 | $13.6K | 0.00% | −104−37.5% | Reduced |
| JNBA Financial Advisors | 177 | $13.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 178 | $14.0K | 0.00% | +56+45.9% | Added |
| Larson Financial Group LLC | 185 | $14.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 196 | $15.4K | 0.01% | −40−16.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 200 | $15.8K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 200 | $15.8K | 0.01% | +200 | New |
| Tacita Capital Inc | 205 | $16.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 213 | $16.8K | 0.02% | +9+4.4% | Added |
| Winch Advisory Services, LLC | 212 | $17.0K | 0.01% | +1+0.5% | Added |
| Lowe Wealth Advisors, LLC | 229 | $18.0K | 0.01% | +229 | New |
| Gould Capital, LLC | 231 | $18.2K | 0.01% | +4+1.8% | Added |
| SJS Investment Consulting Inc. | 238 | $18.8K | 0.01% | +12+5.3% | Added |
| Legend Financial Advisors, Inc. | 241 | $19.0K | 0.02% | +150+164.8% | Added |
| Tradition Wealth Management, LLC | 235 | $19.0K | 0.00% | +30+14.6% | Added |
| TD Ameritrade Investment Management, LLC | 241 | $19.0K | 0.00% | +241 | New |
| Optimum Investment Advisors | 250 | $19.7K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 255 | $20.1K | 0.03% | +255 | New |
| EWG Elevate Inc. | 260 | $20.5K | 0.01% | +260 | New |
| Intelligent Financial Strategies | 273 | $21.5K | 0.02% | +273 | New |
| Bourgeon Capital Management LLC | 276 | $21.7K | 0.01% | +2+0.7% | Added |
| Newbridge Financial Services Group, Inc. | 277 | $21.8K | 0.01% | +1+0.4% | Added |
| Rocky Mountain Advisers, LLC | 280 | $22.0K | 0.01% | −600−68.2% | Reduced |
| Tanaka Capital Management Inc | 278 | $22.0K | 0.07% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 281 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 285 | $22.0K | 0.02% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 280 | $22.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 288 | $23.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 310 | $24.4K | 0.01% | +136+78.2% | Added |
| Covestor Ltd | 318 | $25.0K | 0.02% | −5−1.5% | Reduced |
| Tucker Asset Management LLC | 324 | $25.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 334 | $26.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 342 | $26.9K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 346 | $27.1K | 0.01% | +346 | New |
| High Net Worth Advisory Group LLC | 344 | $27.1K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 347 | $27.3K | 0.02% | +2+0.6% | Added |
| Dark Forest Capital Management LP | 348 | $27.4K | 0.01% | +59+20.4% | Added |
| Creative Financial Designs Inc | 355 | $28.0K | 0.00% | −72−16.9% | Reduced |
| Cowen Prime Advisors LLC | 350 | $28.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 381 | $30.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 400 | $31.5K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 403 | $31.7K | 0.02% | +30+8.0% | Added |
| Capital Advisors, Ltd. LLC | 704 | $33.0K | 0.01% | +188+36.4% | Added |
| RFP Financial Group LLC | 421 | $33.2K | 0.01% | +421 | New |
| WFA of San Diego, LLC | 440 | $34.7K | 0.03% | +440 | New |