| Bollard Group LLC | 1 | $0 | 0.00% | −93−98.9% | Reduced |
| AlphaMark Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Impact Partnership Wealth, LLC | 0 | $58 | 0.00% | 0 | Unchanged |
| Core Alternative Capital | 1 | $124 | 0.00% | −62−98.4% | Reduced |
| Evermay Wealth Management LLC | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $124 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2 | $248 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $248 | 0.00% | +1+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 3 | $371 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 5 | $616 | 0.00% | +2+66.7% | Added |
| Johnson Financial Group, Inc. | 5 | $618 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5 | $618 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5 | $618 | 0.00% | +5 | New |
| NBC Securities, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +6 | New |
| Berkshire Capital Holdings Inc | 10 | $1.24K | 0.00% | −54,680−100.0% | Reduced |
| SJS Investment Consulting Inc. | 10 | $1.24K | 0.00% | +7+233.3% | Added |
| AdvisorNet Financial, Inc | 12 | $1.48K | 0.00% | −1−7.7% | Reduced |
| Abound Wealth Management | 12 | $1.48K | 0.00% | +3+33.3% | Added |
| Retirement Group, LLC | 13 | $1.61K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $1.70K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 16 | $1.89K | 0.00% | +16 | New |
| Kelly Financial Services LLC | 16 | $1.98K | 0.00% | −1−5.9% | Reduced |
| JFS Wealth Advisors, LLC | 20 | $2.47K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $2.47K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 20 | $2.47K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 20 | $2.47K | 0.00% | +5+33.3% | Added |
| Mather Group, LLC. | 22 | $2.63K | 0.00% | +22 | New |
| MV Capital Management, Inc. | 22 | $2.72K | 0.00% | +17+340.0% | Added |
| Raffa Wealth Management, LLC | 23 | $2.84K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $3.09K | 0.00% | −16−39.0% | Reduced |
| Zions Bancorporation, N.A. | 25 | $3.09K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 25 | $3.09K | 0.00% | +25 | New |
| Westside Investment Management, Inc. | 26 | $3.20K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 27 | $3.34K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 27 | $3.34K | 0.00% | +27 | New |
| Vima LLC | 48 | $3.49K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 29 | $3.58K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 30 | $3.71K | 0.00% | −46−60.5% | Reduced |
| Brown Brothers Harriman & Co | 32 | $3.96K | 0.00% | +32 | New |
| Avion Wealth | 25 | $4.00K | 0.00% | +8+47.1% | Added |
| First PREMIER Bank | 36 | $4.00K | 0.00% | +36 | New |
| Plante Moran Financial Advisors, LLC | 33 | $4.08K | 0.00% | −22−40.0% | Reduced |
| ClariVest Asset Management LLC | 38 | $4.70K | 0.00% | +19+100.0% | Added |
| Valley National Advisers Inc | 45 | $5.00K | 0.00% | +10+28.6% | Added |
| Rocky Mountain Advisers, LLC | 47 | $5.81K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 47 | $5.81K | 0.00% | +47 | New |
| Future Financial Wealth Managment LLC | 50 | $6.18K | 0.00% | +50 | New |
| Chilton Capital Management LLC | 53 | $6.55K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 54 | $6.67K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 54 | $6.67K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 55 | $6.80K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 56 | $6.92K | 0.00% | −190−77.2% | Reduced |
| TD Private Client Wealth LLC | 57 | $7.04K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 58 | $7.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 59 | $7.29K | 0.00% | −2−3.3% | Reduced |
| McIlrath & Eck, LLC | 60 | $7.42K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 62 | $7.66K | 0.00% | +27+77.1% | Added |
| Toth Financial Advisory Corp | 70 | $8.65K | 0.00% | −31−30.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 74 | $9.15K | 0.00% | +65+722.2% | Added |
| Carmichael Hill & Associates, Inc. | 75 | $9.27K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 77 | $9.52K | 0.00% | +77 | New |
| Atticus Wealth Management, LLC | 81 | $10.0K | 0.00% | −299−78.7% | Reduced |
| Smartleaf Asset Management LLC | 83 | $10.3K | 0.00% | +35+72.9% | Added |
| Cullen/Frost Bankers, Inc. | 86 | $10.6K | 0.00% | +86 | New |
| Legacy Bridge, LLC | 92 | $11.4K | 0.01% | +92 | New |
| Private Trust Co NA | 93 | $11.5K | 0.00% | −160−63.2% | Reduced |
| Colonial Trust Advisors | 97 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 97 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 98 | $12.1K | 0.00% | +98 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $12.4K | 0.00% | +100 | New |
| Spectrum Wealth Counsel, LLC | 100 | $12.4K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 108 | $13.3K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 109 | $13.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 119 | $14.7K | 0.01% | +119 | New |
| TD Capital Management LLC | 120 | $14.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 125 | $15.4K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 129 | $15.9K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 135 | $16.7K | 0.00% | +135 | New |
| Cornerstone Planning Group LLC | 139 | $17.3K | 0.01% | +5+3.7% | Added |
| Salem Investment Counselors Inc | 144 | $17.8K | 0.00% | +144 | New |
| ICA Group Wealth Management, LLC | 160 | $19.8K | 0.00% | −37−18.8% | Reduced |
| Ulland Investment Advisors, LLC | 165 | $20.0K | 0.02% | +165 | New |
| Riggs Asset Managment Co. Inc. | 165 | $20.4K | 0.01% | +7+4.4% | Added |
| Roble, Belko & Company, Inc | 172 | $21.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 173 | $21.4K | 0.00% | −64−27.0% | Reduced |
| Caitlin John, LLC | 174 | $21.5K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 176 | $21.8K | 0.00% | +26+17.3% | Added |
| Tyler-Stone Wealth Management | 180 | $22.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 182 | $22.5K | 0.00% | −9−4.7% | Reduced |
| Geneos Wealth Management Inc. | 183 | $22.6K | 0.00% | +8+4.6% | Added |
| Quarry LP | 201 | $24.8K | 0.01% | +201 | New |
| Riverview Trust Co | 207 | $25.6K | 0.02% | +207 | New |
| Anchor Investment Management, LLC | 210 | $26.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 214 | $26.5K | 0.01% | +77+56.2% | Added |
| Massmutual Trust Co FSB | 243 | $30.0K | 0.00% | +18+8.0% | Added |
| AlphaCentric Advisors LLC | 271 | $33.5K | 0.02% | −37−12.0% | Reduced |