| Atticus Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2 | $365 | 0.00% | +2 | New |
| O'Shaughnessy Asset Management, LLC | 3 | $1.00K | 0.00% | −8−72.7% | Reduced |
| Macroview Investment Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $1.00K | 0.00% | −2−20.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $1.00K | 0.00% | +6 | New |
| Stonebridge Capital Advisors LLC | 8 | $1.00K | 0.00% | +8 | New |
| Liberty Wealth Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Kowal Investment Group, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Howe & Rusling Inc | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $2.00K | 0.00% | +4+66.7% | Added |
| FourThought Financial, LLC | 16 | $2.00K | 0.00% | +16 | New |
| RPG Investment Advisory, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| Arcadia Investment Advisors LLC | 20 | $3.65K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 20 | $4.00K | 0.00% | −15−42.9% | Reduced |
| Winch Advisory Services, LLC | 24 | $4.00K | 0.00% | −9−27.3% | Reduced |
| BDO Wealth Advisors, LLC | 20 | $4.00K | 0.00% | +10+100.0% | Added |
| Holloway Wealth Management, LLC | – | $4.00K | 0.00% | – | New |
| Joseph P. Lucia & Associates, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 25 | $6.00K | 0.00% | −355−93.4% | Reduced |
| Rockbridge Investment Management, LCC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 39 | $7.00K | 0.00% | +11+39.3% | Added |
| Piscataqua Savings Bank | 40 | $7.00K | 0.01% | +40 | New |
| Tradewinds Capital Management, LLC | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 42 | $8.00K | 0.00% | +5+13.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 50 | $9.00K | 0.00% | +45+900.0% | Added |
| Johnson Financial Group, Inc. | 50 | $9.00K | 0.00% | +50 | New |
| Antonetti Capital Management LLC | 50 | $9.00K | 0.01% | +50 | New |
| Jacobi Capital Management LLC | 50 | $9.00K | 0.00% | +50 | New |
| Cedar Mountain Advisors, LLC | 55 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 61 | $11.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 60 | $11.0K | 0.00% | +35+140.0% | Added |
| Lindbrook Capital, LLC | 60 | $11.0K | 0.00% | +60 | New |
| Meridian Wealth Partners, LLC | 60 | $11.0K | 0.00% | +60 | New |
| Kistler-Tiffany Companies, LLC | 66 | $12.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 73 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 75 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 75 | $13.7K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 79 | $14.0K | 0.00% | −25−24.0% | Reduced |
| Hudock, Inc. | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 83 | $15.0K | 0.00% | −3−3.5% | Reduced |
| Global Retirement Partners, LLC | 89 | $16.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 90 | $16.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 95 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 96 | $18.0K | 0.00% | −23−19.3% | Reduced |
| Bartlett & Co. LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $18.0K | 0.00% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $18.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 105 | $19.0K | 0.00% | +74+238.7% | Added |
| Northwestern Mutual Wealth Management Co | 110 | $20.0K | 0.00% | +10+10.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 116 | $21.0K | 0.00% | +116 | New |
| Berman Capital Advisors, LLC | 120 | $21.0K | 0.00% | +120 | New |
| Koshinski Asset Management, Inc. | 118 | $21.6K | 0.00% | +118 | New |
| Dark Forest Capital Management LP | 122 | $22.0K | 0.01% | −18−12.9% | Reduced |
| SOA Wealth Advisors, LLC. | 125 | $22.0K | 0.01% | +125 | New |
| Tower Research Capital LLC (TRC) | 139 | $25.0K | 0.00% | −2,656−95.0% | Reduced |
| Pacer Advisors, Inc. | 138 | $25.0K | 0.00% | +3+2.2% | Added |
| Bedel Financial Consulting, Inc. | 141 | $26.0K | 0.01% | +65+85.5% | Added |
| Compagnie Lombard Odier SCmA | 150 | $27.0K | 0.00% | −300−66.7% | Reduced |
| Montag A & Associates Inc | 150 | $27.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 150 | $27.0K | 0.00% | +150 | New |
| Carroll Financial Associates, Inc. | 161 | $29.0K | 0.00% | −25−13.4% | Reduced |
| Lake Point Wealth Management | 160 | $29.0K | 0.01% | −5−3.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 160 | $29.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 160 | $29.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 159 | $29.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 160 | $29.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 180 | $33.0K | 0.01% | −30−14.3% | Reduced |
| TCI Wealth Advisors, Inc. | 182 | $33.0K | 0.01% | +9+5.2% | Added |
| Assetmark, Inc | 185 | $34.0K | 0.00% | +185 | New |
| Amundi | 194 | $35.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 192 | $35.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 270 | $46.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 251 | $46.0K | 0.00% | +251 | New |
| Total Clarity Wealth Management, Inc. | 260 | $47.0K | 0.02% | +260 | New |
| First Horizon Advisors, Inc. | 285 | $51.0K | 0.00% | +82+40.4% | Added |