| Retirement Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $25 | 0.00% | +2 | New |
| True Wealth Design, LLC | 4 | $628 | 0.00% | +4 | New |
| Sageworth Trust Co | 8 | $1.00K | 0.00% | +8 | New |
| Longfellow Investment Management Co LLC | 10 | $1.57K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 11 | $1.73K | 0.00% | +11 | New |
| Glass Jacobson Investment Advisors llc | 11 | $1.73K | 0.00% | +11 | New |
| TSFG, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13 | $2.04K | 0.00% | −8−38.1% | Reduced |
| Sofos Investments, Inc. | 157 | $2.25K | 0.02% | −242−60.7% | Reduced |
| Trifecta Capital Advisors, LLC | 18 | $2.83K | 0.00% | +18 | New |
| Truvestments Capital LLC | 19 | $2.98K | 0.00% | −281−93.7% | Reduced |
| Creative Capital Management Investments LLC | 16 | $3.00K | 0.00% | +16 | New |
| Private Ocean, LLC | 20 | $3.14K | 0.00% | +20 | New |
| Exchange Traded Concepts, LLC | 22 | $3.45K | 0.00% | −15−40.5% | Reduced |
| Atticus Wealth Management, LLC | 25 | $3.92K | 0.00% | −59−70.2% | Reduced |
| Atwood & Palmer Inc | 30 | $4.71K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $4.87K | 0.00% | +6+24.0% | Added |
| Dividend Assets Capital, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 34 | $5.34K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 36 | $5.65K | 0.00% | 00.0% | Unchanged |
| Trust Co | 39 | $6.00K | 0.00% | +39 | New |
| Coston, McIsaac & Partners | 40 | $6.00K | 0.00% | +40 | New |
| Red Tortoise LLC | 41 | $6.43K | 0.00% | +41 | New |
| Lee Financial Co | 43 | $6.75K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 43 | $6.75K | 0.00% | +43 | New |
| Atlantic Trust, LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 45 | $7.06K | 0.01% | +4+9.8% | Added |
| Solstein Capital, LLC | 46 | $7.22K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 47 | $7.40K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $7.80K | 0.00% | +3+6.4% | Added |
| WFA Asset Management Corp | 50 | $7.85K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 48 | $8.00K | 0.00% | −2−4.0% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 53 | $8.00K | 0.03% | +53 | New |
| First Personal Financial Services | 53 | $8.32K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 57 | $8.95K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 57 | $8.95K | 0.00% | +13+29.5% | Added |
| Castleview Partners, LLC | 58 | $9.10K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 60 | $9.42K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 61 | $9.57K | 0.00% | +34+125.9% | Added |
| Sugarloaf Wealth Management, LLC | 62 | $9.73K | 0.00% | +27+77.1% | Added |
| EWG Elevate Inc. | 62 | $9.73K | 0.00% | +62 | New |
| 3Chopt Investment Partners, LLC | 64 | $10.0K | 0.01% | +64 | New |
| Delos Wealth Advisors, LLC | 69 | $10.8K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 70 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 70 | $11.0K | 0.10% | −70−50.0% | Reduced |
| Global Financial Private Client, LLC | 72 | $11.3K | 0.01% | +64+800.0% | Added |
| Carmichael Hill & Associates, Inc. | 75 | $11.8K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 76 | $12.0K | 0.00% | −2,270−96.8% | Reduced |
| Ruedi Wealth Management, Inc. | 79 | $12.4K | 0.01% | +79 | New |
| HighMark Wealth Management LLC | 82 | $12.9K | 0.01% | +1+1.2% | Added |
| Lumature Wealth Partners, LLC | 82 | $12.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 85 | $13.3K | 0.00% | +85 | New |
| JNBA Financial Advisors | 91 | $14.3K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10,898 | $14.3K | 0.00% | +17+0.2% | Added |
| Strengthening Families & Communities, LLC | 93 | $15.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 95 | $15.0K | 0.00% | +47+97.9% | Added |
| SOA Wealth Advisors, LLC. | 100 | $15.7K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 101 | $15.9K | 0.01% | +101 | New |
| My Personal CFO, LLC | 102 | $16.0K | 0.02% | +102 | New |
| Pacifica Partners Inc. | 106 | $16.7K | 0.01% | +106 | New |
| Raffa Wealth Management, LLC | 108 | $17.0K | 0.01% | +9+9.1% | Added |
| Valley National Advisers Inc | 105 | $17.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 110 | $17.0K | 0.00% | +110 | New |
| Sutton Wealth Advisors Inc. | 109 | $17.1K | 0.01% | +3+2.8% | Added |
| Eagle Bay Advisors LLC | 113 | $17.7K | 0.01% | −22−16.3% | Reduced |
| Cornerstone Management, Inc. | 113 | $17.7K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 120 | $18.8K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 124 | $19.0K | 0.00% | +9+7.8% | Added |
| Richard W. Paul & Associates, LLC | 123 | $19.3K | 0.01% | +123 | New |
| Financial Perspectives, Inc | 124 | $19.5K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 124 | $19.5K | 0.02% | +124 | New |
| Financial Synergies Wealth Advisors, Inc. | 125 | $19.6K | 0.00% | +125 | New |
| Zullo Investment Group, Inc. | 128 | $20.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 128 | $20.1K | 0.01% | +10+8.5% | Added |
| Northwest Investment Counselors, LLC | 130 | $20.4K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 133 | $20.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 133 | $20.9K | 0.01% | +45+51.1% | Added |
| Hoey Investments, Inc | 134 | $21.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 268 | $21.0K | 0.01% | +134+100.0% | Added |
| Win Advisors, Inc | 138 | $21.7K | 0.01% | +11+8.7% | Added |
| Johnson Financial Group, Inc. | 144 | $22.6K | 0.00% | −100−41.0% | Reduced |
| Evolution Advisers, Inc. | 150 | $23.0K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 157 | $24.0K | 0.02% | +2+1.3% | Added |
| Disciplined Investments, LLC | 153 | $24.0K | 0.01% | −64−29.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 157 | $24.7K | 0.01% | +3+1.9% | Added |
| TFC Financial Management | 158 | $24.8K | 0.01% | −260−62.2% | Reduced |
| Baystate Wealth Management LLC | 162 | $25.0K | 0.00% | +1+0.6% | Added |
| Horan Securities, Inc. | 161 | $25.3K | 0.01% | +112+228.6% | Added |
| IMA Wealth, Inc. | 165 | $25.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 175 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 174 | $27.0K | 0.01% | +7+4.2% | Added |
| Cranbrook Wealth Management, LLC | 178 | $27.9K | 0.01% | 00.0% | Unchanged |
| City State Bank | 179 | $28.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 180 | $28.3K | 0.00% | +180 | New |
| Cedar Wealth Management, LLC | 187 | $29.4K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 189 | $29.7K | 0.01% | +189 | New |
