| AdvisorNet Financial, Inc | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $317 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 1 | $317 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $317 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $318 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $318 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 2 | $635 | 0.00% | −1−33.3% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $635 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $635 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $635 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $635 | 0.00% | +2 | New |
| ORG Partners LLC | 2 | $644 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $645 | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $650 | 0.00% | −1−33.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 3 | $952 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $952 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $952 | 0.00% | +2+200.0% | Added |
| Bare Financial Services, Inc | 3 | $952 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $1.27K | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $1.28K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $1.59K | 0.00% | −2−28.6% | Reduced |
| Hexagon Capital Partners LLC | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5 | $1.69K | 0.00% | +5 | New |
| Addison Advisors LLC | 6 | $1.90K | 0.00% | −8−57.1% | Reduced |
| Legacy Wealth Managment, LLC | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 100 | $1.90K | 0.00% | +94+1,566.7% | Added |
| Kiker Wealth Management, LLC | 6 | $1.90K | 0.00% | +6 | New |
| Valley National Advisers Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7 | $2.22K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9 | $2.85K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 9 | $2.85K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 9 | $2.86K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $3.17K | 0.00% | +8+400.0% | Added |
| SRS Capital Advisors, Inc. | 11 | $3.49K | 0.00% | −161−93.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $3.49K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $3.49K | 0.00% | +8+266.7% | Added |
| WPG Advisers, LLC | 11 | $3.49K | 0.00% | +9+450.0% | Added |
| Colonial Trust Co | 12 | $3.81K | 0.00% | −52−81.3% | Reduced |
| Creative Financial Designs Inc | 13 | $4.13K | 0.00% | +13 | New |
| St Germain D J Co Inc | 14 | $4.44K | 0.00% | +14 | New |
| CoreCap Advisors, LLC | 17 | $5.39K | 0.00% | −570−97.1% | Reduced |
| Raffa Wealth Management, LLC | 18 | $5.71K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $6.35K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 20 | $6.35K | 0.00% | +20 | New |
| Bellwether Advisors, LLC | 21 | $6.66K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 22 | $6.98K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 22 | $6.98K | 0.00% | +19+633.3% | Added |
| Prestige Wealth Management Group LLC | 22 | $6.99K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 23 | $7.30K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 24 | $7.61K | 0.00% | −23−48.9% | Reduced |
| Robinswood Financial LLC | 24 | $7.61K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 24 | $7.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $8.57K | 0.00% | +12+80.0% | Added |
| Stone House Investment Management, LLC | 30 | $9.52K | 0.00% | +30 | New |
| Armstrong Advisory Group, Inc | 27 | $9.59K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 31 | $10.0K | 0.00% | +31 | New |
| Richardson Financial Services Inc. | 32 | $10.2K | 0.01% | −2−5.9% | Reduced |
| Brown Brothers Harriman & Co | 34 | $10.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $10.8K | 0.00% | +34 | New |
| City Holding Co | 36 | $11.4K | 0.00% | +36 | New |
| Atala Financial Inc | 38 | $12.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 40 | $12.7K | 0.00% | +5+14.3% | Added |
| Global Financial Private Client, LLC | 42 | $13.3K | 0.01% | +40+2,000.0% | Added |
| JFS Wealth Advisors, LLC | 45 | $14.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 43 | $14.4K | 0.00% | +34+377.8% | Added |
| Bullock Wealth Management Group | 45 | $14.5K | 0.01% | −20−30.8% | Reduced |
| EverSource Wealth Advisors, LLC | 49 | $15.5K | 0.00% | −209−81.0% | Reduced |
| Graney & King, LLC | 50 | $15.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 51 | $16.2K | 0.00% | +2+4.1% | Added |
| Transce3nd, LLC | 53 | $16.8K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 59 | $18.8K | 0.00% | −896−93.8% | Reduced |
| Creekmur Asset Management LLC | 61 | $19.2K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 63 | $20.0K | 0.00% | +3+5.0% | Added |
| Northwestern Mutual Wealth Management Co | 65 | $20.6K | 0.00% | −57−46.7% | Reduced |
| Rise Advisors, LLC | 73 | $23.2K | 0.01% | −18−19.8% | Reduced |
| Contravisory Investment Management, Inc. | 75 | $23.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 77 | $24.0K | 0.02% | +29+60.4% | Added |
| Trust Co of Vermont | 80 | $25.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 86 | $27.3K | 0.00% | +16+22.9% | Added |
| YANKCOM Partnership | 86 | $27.3K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86 | $27.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 95 | $30.1K | 0.00% | −1,529−94.2% | Reduced |
| Minot DeBlois Advisors LLC | 100 | $31.7K | 0.03% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 100 | $31.7K | 0.01% | +100 | New |
| GPS Wealth Strategies Group, LLC | 110 | $34.9K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 112 | $35.5K | 0.04% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 128 | $40.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 138 | $43.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 139 | $44.1K | 0.00% | +138+13,800.0% | Added |
| Nomura Asset Management Co Ltd | 140 | $44.4K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 141 | $44.7K | 0.00% | −6−4.1% | Reduced |