| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Sound Income Strategies, LLC | 0 | $13 | 0.00% | −1,766−100.0% | Reduced |
| First Personal Financial Services | 1 | $88 | 0.00% | +1 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $262 | 0.00% | +3 | New |
| Carolina Wealth Advisors, LLC | 4 | $350 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $351 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6 | $525 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 6 | $526 | 0.00% | +6 | New |
| Leonteq Securities AG | 7 | $613 | 0.00% | −758−99.1% | Reduced |
| Truvestments Capital LLC | 7 | $613 | 0.00% | +7 | New |
| True Wealth Design, LLC | 9 | $788 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 9 | $788 | 0.00% | +9 | New |
| Fortitude Family Office, LLC | 9 | $788 | 0.00% | +9 | New |
| Longfellow Investment Management Co LLC | 10 | $875 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $875 | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 10 | $875 | 0.00% | +10 | New |
| Private Trust Co NA | 11 | $963 | 0.00% | −35−76.1% | Reduced |
| Tortoise Investment Management, LLC | 11 | $963 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 11 | $964 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 14 | $1.23K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $1.66K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 19 | $1.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $1.84K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $1.93K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 22 | $1.93K | 0.00% | +22 | New |
| TFC Financial Management | 27 | $2.36K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 28 | $2.45K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 28 | $2.45K | 0.00% | +2+7.7% | Added |
| DiNuzzo Private Wealth, Inc. | 29 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 29 | $2.54K | 0.00% | +29 | New |
| Ashton Thomas Securities, LLC | 30 | $2.63K | 0.00% | +30 | New |
| Hexagon Capital Partners LLC | 30 | $2.63K | 0.00% | +30 | New |
| First Pacific Financial | 32 | $2.80K | 0.00% | +2+6.7% | Added |
| Harbour Investments, Inc. | 41 | $3.59K | 0.00% | +12+41.4% | Added |
| SJS Investment Consulting Inc. | 42 | $3.68K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 43 | $3.76K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 43 | $3.83K | 0.00% | +12+38.7% | Added |
| Hemington Wealth Management | 57 | $4.00K | 0.00% | +57 | New |
| Geneos Wealth Management Inc. | 46 | $4.03K | 0.00% | −142−75.5% | Reduced |
| Oarsman Capital, Inc. | 53 | $4.64K | 0.00% | +53 | New |
| Wolff Wiese Magana LLC | 53 | $4.64K | 0.00% | +53 | New |
| Kiely Wealth Advisory Group, Inc. | 54 | $4.78K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 61 | $5.34K | 0.00% | +3+5.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 67 | $5.86K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 68 | $5.95K | 0.00% | −2−2.9% | Reduced |
| Bell Investment Advisors, Inc | 69 | $6.04K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 69 | $6.04K | 0.00% | +69 | New |
| Quarry LP | 74 | $6.48K | 0.00% | −220−74.8% | Reduced |
| Creative Financial Designs Inc | 78 | $6.83K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $7.00K | 0.00% | −6−6.8% | Reduced |
| Parkside Financial Bank & Trust | 81 | $7.09K | 0.00% | +5+6.6% | Added |
| Mascoma Wealth Management LLC | 87 | $7.61K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 90 | $7.88K | 0.00% | −4−4.3% | Reduced |
| Northwest Bank & Trust Co | 97 | $8.49K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 98 | $8.55K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 98 | $8.58K | 0.00% | +39+66.1% | Added |
| Rocky Mountain Advisers, LLC | 99 | $8.66K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $9.19K | 0.00% | +35+50.0% | Added |
| TD Waterhouse Canada Inc. | 108 | $9.32K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 111 | $9.71K | 0.00% | +111 | New |
| West Branch Capital LLC | 115 | $10.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 123 | $10.8K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 144 | $12.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 161 | $14.1K | 0.00% | −175−52.1% | Reduced |
| Key Financial Inc | 162 | $14.2K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 178 | $15.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 184 | $16.1K | 0.00% | −2−1.1% | Reduced |
| WR Wealth Planners, LLC | 196 | $17.2K | 0.00% | +40+25.6% | Added |
| Reuter James Wealth Management, LLC | 208 | $18.2K | 0.00% | +208 | New |
| Riverview Trust Co | 224 | $19.6K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 235 | $20.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 252 | $22.1K | 0.00% | +2+0.8% | Added |
| Matrix Trust Co | 286 | $25.0K | 0.00% | +80+38.8% | Added |
| LGT Financial Advisors LLC | 295 | $25.8K | 0.06% | −4−1.3% | Reduced |
| Massmutual Trust Co FSB | 297 | $26.0K | 0.00% | −8−2.6% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 306 | $26.8K | 0.01% | +4+1.3% | Added |
| Ancora Advisors, LLC | 318 | $27.8K | 0.00% | 00.0% | Unchanged |
| Natixis | 345 | $30.2K | 0.00% | −236−40.6% | Reduced |
| Skopos Labs, Inc. | 348 | $30.5K | 0.01% | +348 | New |
| Baldwin Brothers Inc | 350 | $30.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 360 | $31.5K | 0.00% | −1,155−76.2% | Reduced |
| Colonial Trust Co | 372 | $32.6K | 0.01% | +17+4.8% | Added |
| Rise Advisors, LLC | 408 | $35.7K | 0.02% | +2+0.5% | Added |
| Allworth Financial LP | 465 | $40.7K | 0.00% | −41−8.1% | Reduced |
| Asset Dedication, LLC | 491 | $43.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 495 | $43.3K | 0.00% | +323+187.8% | Added |
| Northwest Financial Advisors | 585 | $51.2K | 0.04% | +585 | New |
| Smithfield Trust Co | 615 | $54.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 675 | $59.1K | 0.00% | +675 | New |
| Compass Wealth Management LLC | 679 | $59.4K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 757 | $66.4K | 0.00% | +308+68.6% | Added |
| Northwest Investment Counselors, LLC | 762 | $66.7K | 0.02% | +762 | New |
| Penserra Capital Management LLC | 783 | $68.0K | 0.00% | +9+1.2% | Added |
| Washington Trust Co | 800 | $70.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 810 | $70.9K | 0.00% | −821−50.3% | Reduced |
| Principal Securities, Inc. | 817 | $71.5K | 0.00% | +483+144.6% | Added |
| USA Financial Portformulas Corp | 827 | $72.4K | 0.01% | −141−14.6% | Reduced |