| Global Retirement Partners, LLC | 169 | $10.8K | 0.00% | −12−6.6% | Reduced |
| Adirondack Trust Co | 165 | $10.7K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 162 | $10.0K | 0.00% | −6,228−97.5% | Reduced |
| Quent Capital, LLC | 152 | $9.82K | 0.00% | −303−66.6% | Reduced |
| Baldwin Brothers Inc | 150 | $9.69K | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 150 | $9.69K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 148 | $9.57K | 0.00% | +148 | New |
| PSI Advisors, LLC | 143 | $9.23K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 140 | $9.04K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 138 | $8.95K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 130 | $8.40K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 120 | $8.00K | 0.00% | +95+380.0% | Added |
| Northwest Investment Counselors, LLC | 110 | $7.10K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $6.46K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 96 | $6.20K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 93 | $6.01K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 91 | $5.88K | 0.00% | −108−54.3% | Reduced |
| EverSource Wealth Advisors, LLC | 89 | $5.75K | 0.00% | −79−47.0% | Reduced |
| Washington Trust Advisors, Inc. | 87 | $5.61K | 0.00% | −70−44.6% | Reduced |
| Intrepid Capital Management Inc | 86 | $5.55K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 85 | $5.49K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 85 | $5.49K | 0.00% | +6+7.6% | Added |
| Anchor Investment Management, LLC | 81 | $5.23K | 0.00% | −10−11.0% | Reduced |
| NVWM, LLC | 78 | $5.04K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 76 | $5.00K | 0.00% | +29+61.7% | Added |
| Highlander Capital Management, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Cape Investment Advisory, Inc. | 75 | $4.84K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 72 | $4.65K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 70 | $4.52K | 0.00% | −1−1.4% | Reduced |
| Rise Advisors, LLC | 69 | $4.46K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 67 | $4.33K | 0.00% | +24+55.8% | Added |
| Carolinas Wealth Consulting LLC | 69 | $4.30K | 0.00% | −1−1.4% | Reduced |
| JFS Wealth Advisors, LLC | 66 | $4.26K | 0.00% | −27−29.0% | Reduced |
| Atticus Wealth Management, LLC | 65 | $4.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 63 | $4.07K | 0.00% | −9−12.5% | Reduced |
| Tower View Investment Management & Research LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 61 | $3.94K | 0.00% | −31−33.7% | Reduced |
| Earnest Partners LLC | 61 | $3.94K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 61 | $3.94K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 57 | $3.68K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 57 | $3.68K | 0.00% | −13−18.6% | Reduced |
| Montag A & Associates Inc | 52 | $3.36K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $3.23K | 0.00% | −24−32.4% | Reduced |
| Proequities, Inc. | 50 | $3.23K | 0.00% | −2,589−98.1% | Reduced |
| Salem Investment Counselors Inc | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $3.23K | 0.00% | – | – |
| McIlrath & Eck, LLC | 47 | $3.04K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 45 | $3.00K | 0.00% | −100−69.0% | Reduced |
| Pin Oak Investment Advisors Inc | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 46 | $2.97K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 44 | $2.84K | 0.00% | +17+63.0% | Added |
| Iron Horse Wealth Management, LLC | 40 | $2.58K | 0.00% | +40 | New |
| Johnson Midwest Financial, LLC | 38 | $2.45K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 36 | $2.33K | 0.00% | −86−70.5% | Reduced |
| Sunbelt Securities, Inc. | 35 | $2.26K | 0.00% | +4+12.9% | Added |
| Sutton Wealth Advisors Inc. | 31 | $2.00K | 0.00% | −60−65.9% | Reduced |
| Financial Management Professionals, Inc. | 33 | $2.00K | 0.00% | −50−60.2% | Reduced |
| Asset Dedication, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $1.94K | 0.00% | −27−47.4% | Reduced |
| Authentikos Wealth Advisory, LLC | 30 | $1.94K | 0.00% | +30 | New |
| Hollencrest Capital Management | 25 | $1.61K | 0.00% | −5−16.7% | Reduced |
| Sound Income Strategies, LLC | 25 | $1.61K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $1.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $1.55K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 22 | $1.42K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 17 | $1.10K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $1.10K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 16 | $1.03K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | −70−87.5% | Reduced |
| Winch Advisory Services, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Ronald Blue Trust, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 25 | $1.00K | 0.00% | +25 | New |
| Cary Street Partner Investment Advisory LLC | 15 | $969 | 0.00% | −200−93.0% | Reduced |
| Abound Wealth Management | 13 | $840 | 0.00% | −29−69.0% | Reduced |
| Financial Perspectives, Inc | 12 | $775 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 11 | $711 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11 | $704 | 0.00% | −163−93.7% | Reduced |
| Glen Eagle Advisors, LLC | 10 | $646 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 10 | $646 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $646 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 10 | $646 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $646 | 0.00% | +10 | New |
| TFC Financial Management | 8 | $517 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 7 | $452 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 7 | $452 | 0.00% | +7 | New |
| IAG Wealth Partners, LLC | 7 | $452 | 0.00% | +7 | New |
| Provence Wealth Management Group | 7 | $452 | 0.00% | +7 | New |
| Zions Bancorporation, N.A. | 6 | $387 | 0.00% | −228−97.4% | Reduced |
| Tfo-TDC, LLC | 4 | $338 | 0.00% | +4 | New |
| Armstrong Advisory Group, Inc | 5 | $323 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $323 | 0.00% | 00.0% | Unchanged |