| Baystate Wealth Management LLC | 2 | $0 | 0.00% | −6−75.0% | Reduced |
| Curi Capital | 8 | $0 | 0.00% | +8 | New |
| Steward Financial Group LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $107 | 0.00% | – | – |
| McDonald Partners LLC | 4 | $431 | 0.00% | +4 | New |
| Absolute Capital Management, LLC | 4 | $431 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 8 | $863 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $1.00K | 0.00% | −62−82.7% | Reduced |
| Sageworth Trust Co | 11 | $1.00K | 0.00% | −39−78.0% | Reduced |
| Adirondack Trust Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 12 | $1.00K | 0.00% | +12 | New |
| Massmutual Trust Co FSB | 7 | $1.00K | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 10 | $1.00K | 0.00% | +10 | New |
| Horan Securities, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Bivin & Associates, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Whittier Trust Co of Nevada Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Tyler-Stone Wealth Management | 17 | $2.00K | 0.00% | +17 | New |
| JTC Employer Solutions Trusteee Ltd | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 32 | $3.00K | 0.00% | +6+23.1% | Added |
| Founders Capital Management | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 29 | $3.00K | 0.00% | +29 | New |
| Standard Family Office LLC | 29 | $3.00K | 0.03% | +29 | New |
| Schubert & Co | 30 | $3.00K | 0.00% | +30 | New |
| Fortitude Advisory Group L.L.C. | 24 | $3.00K | 0.00% | +24 | New |
| Harbour Investments, Inc. | 37 | $4.00K | 0.00% | −897−96.0% | Reduced |
| Hall Laurie J Trustee | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 37 | $4.00K | 0.00% | +5+15.6% | Added |
| Avondale Wealth Management | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 33 | $4.00K | 0.01% | +33 | New |
| Delos Wealth Advisors, LLC | 39 | $4.00K | 0.00% | +39 | New |
| Raleigh Capital Management Inc. | 37 | $4.00K | 0.00% | +37 | New |
| Stephens Consulting, LLC | 39 | $4.21K | 0.00% | +39 | New |
| First Community Trust NA | 41 | $4.42K | 0.00% | +41 | New |
| Antonetti Capital Management LLC | 50 | $5.00K | 0.00% | −50−50.0% | Reduced |
| TCI Wealth Advisors, Inc. | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $5.00K | 0.00% | +49 | New |
| Bedel Financial Consulting, Inc. | 46 | $5.00K | 0.00% | +46 | New |
| Level Financial Advisors, Inc. | 50 | $5.00K | 0.00% | +50 | New |
| Snowden Capital Advisors LLC | 52 | $5.00K | 0.00% | +52 | New |
| Sierra Capital LLC | 51 | $6.00K | 0.00% | +51 | New |
| McCarthy Asset Management, Inc. | 65 | $7.00K | 0.00% | −15−18.8% | Reduced |
| Reilly Financial Advisors, LLC | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 64 | $7.00K | 0.00% | +64 | New |
| Stonebridge Capital Advisors LLC | 75 | $8.00K | 0.00% | −36−32.4% | Reduced |
| SOA Wealth Advisors, LLC. | 82 | $8.00K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 76 | $8.00K | 0.01% | +76 | New |
| Front Row Advisors LLC | 87 | $9.00K | 0.00% | −10−10.3% | Reduced |
| Vigilant Capital Management, LLC | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 82 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 81 | $9.00K | 0.00% | +21+35.0% | Added |
| KB Financial Partners, LLC | 87 | $9.00K | 0.00% | +87 | New |
| Farmers & Merchants Investments Inc | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 96 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $11.0K | 0.00% | −233−70.0% | Reduced |
| Investors Research Corp | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 103 | $11.0K | 0.00% | +58+128.9% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 100 | $11.0K | 0.00% | +100 | New |
| Fieldpoint Private Securities, LLC | 115 | $12.0K | 0.00% | −163−58.6% | Reduced |
| NEXT Financial Group, Inc | 115 | $12.0K | 0.00% | −31−21.2% | Reduced |
| Mascoma Wealth Management LLC | 117 | $13.0K | 0.00% | +117 | New |
| Ranger Investment Management, L.P. | 126 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 131 | $14.0K | 0.00% | +131 | New |
| Covestor Ltd | 132 | $14.0K | 0.02% | +132 | New |
| JFS Wealth Advisors, LLC | 139 | $15.0K | 0.00% | +39+39.0% | Added |
| Strategic Asset Management, LLC | 150 | $16.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 145 | $16.0K | 0.00% | +6+4.3% | Added |
| Signet Financial Management, LLC | 149 | $16.0K | 0.00% | +149 | New |
| Quent Capital, LLC | 148 | $16.0K | 0.00% | +148 | New |
| Tradition Wealth Management, LLC | 158 | $17.0K | 0.00% | +1+0.6% | Added |
| Amplius Wealth Advisors, LLC | 165 | $17.0K | 0.00% | +165 | New |
| Sutton Wealth Advisors Inc. | 162 | $17.5K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 168 | $18.0K | 0.00% | +18+12.0% | Added |
| Institutional & Family Asset Management, LLC | 180 | $19.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 179 | $19.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 195 | $21.0K | 0.01% | +195 | New |
| Pin Oak Investment Advisors Inc | 201 | $22.0K | 0.02% | −65−24.4% | Reduced |
| Activest Wealth Management | 210 | $23.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 234 | $25.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 229 | $25.0K | 0.00% | +23+11.2% | Added |
| Hanseatic Management Services Inc | 250 | $27.0K | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 250 | $27.0K | 0.01% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 257 | $28.0K | 0.00% | +257 | New |
| Lee Financial Co | 286 | $31.0K | 0.01% | −5−1.7% | Reduced |
| Arlington Partners LLC | 294 | $32.0K | 0.01% | −395−57.3% | Reduced |
| Washington Trust Advisors, Inc. | 307 | $33.0K | 0.00% | +307 | New |
| Harbor Investment Advisory, LLC | 320 | $35.0K | 0.00% | +320 | New |
| Smith Group Asset Management, LLC | 334 | $36.0K | 0.00% | −50−13.0% | Reduced |