| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4 | $0 | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5 | $1.00K | 0.00% | +1+25.0% | Added |
| McIlrath & Eck, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 13 | $1.52K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $2.00K | 0.00% | −9−32.1% | Reduced |
| JJJ Advisors Inc. | 14 | $2.00K | 0.00% | −7−33.3% | Reduced |
| Stonebridge Capital Advisors LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Key Financial Inc | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 29 | $3.00K | 0.00% | +29 | New |
| Professional Financial Advisors, LLC | 24 | $3.00K | 0.00% | +24 | New |
| Glen Eagle Advisors, LLC | 27 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 30 | $3.52K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 31 | $4.00K | 0.00% | −112−78.3% | Reduced |
| Massmutual Trust Co FSB | 31 | $4.00K | 0.00% | −2−6.1% | Reduced |
| Manchester Capital Management LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 37 | $4.00K | 0.00% | +1+2.8% | Added |
| Vectors Research Management, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $4.00K | 0.00% | +30 | New |
| Sutton Wealth Advisors Inc. | 35 | $4.09K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 41 | $5.00K | 0.00% | −28−40.6% | Reduced |
| NEXT Financial Group, Inc | 47 | $5.00K | 0.00% | −5−9.6% | Reduced |
| Bellwether Advisors, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 45 | $5.00K | 0.00% | +16+55.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 41 | $5.00K | 0.00% | +41 | New |
| Westside Investment Management, Inc. | 50 | $5.00K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 44 | $5.14K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 64 | $7.00K | 0.01% | +34+113.3% | Added |
| Evoke Wealth, LLC | 72 | $8.00K | 0.00% | −15−17.2% | Reduced |
| Oakworth Capital, Inc. | 66 | $8.00K | 0.00% | +66 | New |
| Lenox Wealth Advisors, LLC | 77 | $9.00K | 0.00% | +34+79.1% | Added |
| Riggs Asset Managment Co. Inc. | 75 | $9.00K | 0.00% | +28+59.6% | Added |
| Gables Capital Management Inc. | 89 | $10.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 84 | $10.0K | 0.00% | +1+1.2% | Added |
| TCI Wealth Advisors, Inc. | 83 | $10.0K | 0.00% | +7+9.2% | Added |
| Eagle Bay Advisors LLC | 78 | $10.0K | 0.01% | +78 | New |
| Cutler Group LP | 100 | $11.0K | 0.00% | −500−83.3% | Reduced |
| Zions Bancorporation, N.A. | 97 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 95 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 105 | $12.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 118 | $14.0K | 0.01% | −107−47.6% | Reduced |
| TSFG, LLC | 121 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 131 | $15.0K | 0.00% | +1+0.8% | Added |
| Hanson & Doremus Investment Management | 200 | $16.0K | 0.00% | −22−9.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 140 | $16.0K | 0.00% | −50−26.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 140 | $16.0K | 0.00% | +1+0.7% | Added |
| Semmax Financial Advisors Inc. | 136 | $16.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 133 | $16.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 144 | $16.8K | 0.00% | +3+2.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 144 | $17.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 146 | $17.0K | 0.01% | +146 | New |
| Optimum Investment Advisors | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 166 | $19.0K | 0.00% | −61−26.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 160 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 164 | $19.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 165 | $19.0K | 0.00% | +165 | New |
| Denali Advisors LLC | 170 | $20.0K | 0.01% | −30−15.0% | Reduced |
| First Financial Corp | 200 | $23.0K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 197 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 202 | $23.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 217 | $24.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 202 | $24.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 217 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 231 | $26.0K | 0.00% | +5+2.2% | Added |
| MUFG Americas Holdings Corp | 235 | $27.0K | 0.00% | −200−46.0% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 244 | $28.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 242 | $28.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 250 | $29.0K | 0.02% | 00.0% | Unchanged |
| CX Institutional | 250 | $29.0K | 0.00% | +31+14.2% | Added |
| West Oak Capital, LLC | 260 | $30.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 258 | $30.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 254 | $30.0K | 0.00% | +242+2,016.7% | Added |
| Smith Asset Management Group LP | 262 | $31.0K | 0.00% | +20+8.3% | Added |
| Washington Trust Co | 258 | $31.0K | 0.00% | +150+138.9% | Added |
| Assetmark, Inc | 277 | $32.0K | 0.00% | +48+21.0% | Added |
| Salem Investment Counselors Inc | 285 | $33.0K | 0.00% | 00.0% | Unchanged |