| SOA Wealth Advisors, LLC. | 3 | $0 | 0.00% | −49−94.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $132 | 0.00% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 2 | $266 | 0.00% | +2 | New |
| Moisand Fitzgerald Tamayo, LLC | 8 | $1.00K | 0.00% | −7−46.7% | Reduced |
| Column Capital Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $1.00K | 0.00% | +10 | New |
| Benjamin Edwards Inc | 8 | $1.00K | 0.00% | +8 | New |
| Quent Capital, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Laffer Tengler Investments | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $2.00K | 0.00% | −1−5.3% | Reduced |
| Baystate Wealth Management LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 14 | $2.00K | 0.00% | +6+75.0% | Added |
| Raffa Wealth Management, LLC | 18 | $2.39K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 19 | $2.53K | 0.00% | +9+90.0% | Added |
| Kelly Financial Services LLC | 22 | $2.93K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 23 | $3.00K | 0.00% | −11−32.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 23 | $3.00K | 0.00% | +1+4.5% | Added |
| Steward Financial Group LLC | 30 | $3.00K | 0.00% | +30 | New |
| Prospera Financial Services Inc | 25 | $4.00K | 0.00% | −91−78.4% | Reduced |
| Institutional & Family Asset Management, LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 29 | $4.00K | 0.00% | +29 | New |
| Dark Forest Capital Management LP | 31 | $4.00K | 0.00% | +31 | New |
| Heritage Wealth Management, LLC | 36 | $4.79K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 41 | $5.00K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 39 | $5.00K | 0.00% | +3+8.3% | Added |
| MV Capital Management, Inc. | 37 | $5.00K | 0.00% | +1+2.8% | Added |
| TD Waterhouse Canada Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 47 | $6.00K | 0.00% | −8−14.5% | Reduced |
| Versant Capital Management, Inc | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 45 | $6.00K | 0.01% | +30+200.0% | Added |
| Darrow Company, Inc. | 52 | $6.00K | 0.01% | +52 | New |
| Evoke Wealth, LLC | 55 | $7.00K | 0.00% | −3−5.2% | Reduced |
| Fieldpoint Private Securities, LLC | 49 | $7.00K | 0.00% | +25+104.2% | Added |
| Crewe Advisors LLC | 54 | $7.00K | 0.00% | +54 | New |
| West Paces Advisors Inc. | 58 | $7.71K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 63 | $8.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 61 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 65 | $9.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 70 | $9.00K | 0.00% | +70 | New |
| Harbor Investment Advisory, LLC | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 75 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 77 | $10.0K | 0.00% | +77 | New |
| Sterling Investment Advisors, Ltd. | 75 | $10.0K | 0.00% | +75 | New |
| Brown Brothers Harriman & Co | 84 | $11.0K | 0.00% | −660−88.7% | Reduced |
| Global Retirement Partners, LLC | 86 | $11.0K | 0.00% | +1+1.2% | Added |
| Oakworth Capital, Inc. | 83 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 82 | $11.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 88 | $12.0K | 0.00% | −21−19.3% | Reduced |
| Sandy Spring Bank | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 101 | $13.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 94 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 97 | $13.0K | 0.00% | +27+38.6% | Added |
| First Manhattan Co | 112 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 107 | $14.0K | 0.00% | +1+0.9% | Added |
| Prestige Wealth Management Group LLC | 106 | $14.0K | 0.00% | +37+53.6% | Added |
| JFS Wealth Advisors, LLC | 106 | $14.0K | 0.00% | +65+158.5% | Added |
| Pittenger & Anderson Inc | 110 | $15.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 110 | $15.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 122 | $16.0K | 0.00% | −1,038−89.5% | Reduced |
| EverSource Wealth Advisors, LLC | 124 | $16.0K | 0.00% | +6+5.1% | Added |
| Centerpoint Advisors, LLC | 120 | $16.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 119 | $16.0K | 0.00% | +19+19.0% | Added |
| First Eagle Investment Management, LLC | 131 | $17.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 130 | $17.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 128 | $17.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 138 | $18.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 135 | $18.0K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 135 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 139 | $18.0K | 0.01% | +139 | New |
| Baillie Gifford & Co | 145 | $19.0K | 0.00% | 00.0% | Unchanged |