| Coston, McIsaac & Partners | 42 | $0 | 0.00% | −87−67.4% | Reduced |
| Asset Dedication, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 8 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 1 | $21 | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2 | $42 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $42 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $42 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3 | $62 | 0.00% | −14−82.4% | Reduced |
| Assetmark, Inc | 5 | $104 | 0.00% | −1,421−99.6% | Reduced |
| Twin Lakes Capital Management, LLC | 5 | $104 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 5 | $104 | 0.00% | +5 | New |
| Householder Group Estate & Retirement Specialist, LLC | 5 | $104 | 0.00% | +5 | New |
| Bourgeon Capital Management LLC | 6 | $132 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $146 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $166 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8 | $167 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $167 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $167 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 8 | $167 | 0.00% | +2+33.3% | Added |
| BBJS Financial Advisors, LLC | 8 | $169 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $187 | 0.00% | −48−84.2% | Reduced |
| Hollencrest Capital Management | 9 | $187 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 12 | $250 | 0.00% | +12 | New |
| Retirement Group, LLC | 13 | $271 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 14 | $291 | 0.00% | +10+250.0% | Added |
| Clear Investment Research, LLC | 14 | $305 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 15 | $312 | 0.00% | +8+114.3% | Added |
| Cape Investment Advisory, Inc. | 16 | $333 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 16 | $334 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 17 | $354 | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 17 | $354 | 0.00% | +17 | New |
| SRS Capital Advisors, Inc. | 21 | $438 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 21 | $443 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 22 | $458 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 25 | $520 | 0.00% | +25 | New |
| Harbour Investments, Inc. | 26 | $542 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $562 | 0.00% | −58−68.2% | Reduced |
| Center for Financial Planning, Inc. | 27 | $563 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 33 | $687 | 0.00% | +33 | New |
| Nalls Sherbakoff Group, LLC | 34 | $709 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 35 | $729 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $750 | 0.00% | −186−83.8% | Reduced |
| Creative Financial Designs Inc | 39 | $812 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $813 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 40 | $833 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 45 | $952 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 68 | $1.00K | 0.00% | +64+1,600.0% | Added |
| Steward Financial Group LLC | 68 | $1.00K | 0.00% | +68 | New |
| Kelly Lawrence W & Associates Inc | 51 | $1.06K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 52 | $1.08K | 0.00% | +52 | New |
| Salomon & Ludwin, LLC | 53 | $1.10K | 0.00% | +53 | New |
| Institutional & Family Asset Management, LLC | 53 | $1.11K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 56 | $1.17K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 58 | $1.21K | 0.00% | −244−80.8% | Reduced |
| New England Capital Financial Advisors LLC | 59 | $1.23K | 0.00% | +6+11.3% | Added |
| Sugarloaf Wealth Management, LLC | 62 | $1.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 65 | $1.35K | 0.00% | +3+4.8% | Added |
| Baldwin Brothers Inc | 68 | $1.42K | 0.00% | 00.0% | Unchanged |
| Motco | 68 | $1.42K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 68 | $1.42K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 68 | $1.42K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 70 | $1.46K | 0.00% | +51+268.4% | Added |
| Lee Financial Co | 72 | $1.50K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 85 | $1.77K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 88 | $1.83K | 0.00% | −16−15.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 88 | $1.83K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 94 | $1.96K | 0.00% | +62+193.8% | Added |
| KB Financial Partners, LLC | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 109 | $2.27K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 113 | $2.35K | 0.00% | +95+527.8% | Added |
| ORG Partners LLC | 114 | $2.37K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 114 | $2.38K | 0.00% | +114 | New |
| Bell Investment Advisors, Inc | 116 | $2.41K | 0.00% | +11+10.5% | Added |
| Earnest Partners LLC | 124 | $2.58K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 127 | $2.65K | 0.00% | +127 | New |
| Venturi Wealth Management, LLC | 129 | $2.69K | 0.00% | +29+29.0% | Added |
| Montag A & Associates Inc | 161 | $3.35K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 162 | $3.38K | 0.00% | +162 | New |
| Syntax Research, Inc. | 162 | $3.38K | 0.00% | +162 | New |
| Prestige Wealth Management Group LLC | 170 | $3.55K | 0.00% | −22−11.5% | Reduced |
| MV Capital Management, Inc. | 174 | $3.63K | 0.00% | +44+33.8% | Added |
| HighMark Wealth Management LLC | 175 | $3.65K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 175 | $3.65K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 184 | $3.83K | 0.00% | +89+93.7% | Added |
| Carmichael Hill & Associates, Inc. | 185 | $3.85K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 150 | $3.98K | 0.00% | −1,429−90.5% | Reduced |
| AlphaMark Advisors, LLC | 204 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 190 | $4.00K | 0.00% | +5+2.7% | Added |
| Global Retirement Partners, LLC | 195 | $4.12K | 0.00% | −319−62.1% | Reduced |
| Sittner & Nelson, LLC | 198 | $4.12K | 0.00% | −64−24.4% | Reduced |
| Harbor Investment Advisory, LLC | 222 | $4.62K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 223 | $4.65K | 0.00% | 00.0% | Unchanged |