| First Command Advisory Services, Inc. | 57 | $0 | 0.00% | +57 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $30 | 0.00% | −5−71.4% | Reduced |
| WestEnd Advisors, LLC | 6 | $84 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 9 | $122 | 0.00% | +9 | New |
| NVWM, LLC | 10 | $141 | 0.00% | +10 | New |
| JJJ Advisors Inc. | 14 | $196 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 19 | $265 | 0.00% | −104−84.6% | Reduced |
| Rosenberg Matthew Hamilton | 23 | $316 | 0.00% | −694−96.8% | Reduced |
| TD Capital Management LLC | 43 | $600 | 0.00% | +43 | New |
| Tompkins Financial Corp | 45 | $628 | 0.00% | +45 | New |
| DHJJ Financial Advisors, Ltd. | 50 | $698 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 56 | $781 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 62 | $875 | 0.00% | +31+100.0% | Added |
| Davis Capital Management | 68 | $934 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 69 | $947 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 68 | $949 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 75 | $1.03K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 84 | $1.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 89 | $1.24K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 96 | $1.35K | 0.00% | +96 | New |
| Laurel Wealth Advisors LLC | 99 | $1.38K | 0.00% | +99 | New |
| Prestige Wealth Management Group LLC | 114 | $1.61K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 117 | $1.63K | 0.00% | +117 | New |
| Planning Capital Management Corp | 126 | $1.76K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 125 | $1.76K | 0.00% | +60+92.3% | Added |
| Tfo-TDC, LLC | 127 | $1.77K | 0.00% | −287−69.3% | Reduced |
| Institutional & Family Asset Management, LLC | 127 | $1.77K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 128 | $1.79K | 0.00% | +28+28.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 128 | $1.79K | 0.00% | +128 | New |
| Iron Horse Wealth Management, LLC | 130 | $1.81K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 129 | $1.82K | 0.00% | +129 | New |
| Dunhill Financial, LLC | 135 | $1.89K | 0.00% | +20+17.4% | Added |
| Piscataqua Savings Bank | 136 | $1.90K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 138 | $1.93K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 72 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 86 | $2.00K | 0.00% | +38+79.2% | Added |
| TD Waterhouse Canada Inc. | 149 | $2.03K | 0.00% | −284−65.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 150 | $2.09K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 155 | $2.16K | 0.00% | +7+4.7% | Added |
| Northwest Capital Management Inc | 160 | $2.23K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 161 | $2.25K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 165 | $2.30K | 0.00% | +165 | New |
| Heritage Wealth Advisors | 194 | $2.70K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $2.79K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 180 | $3.00K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 224 | $3.13K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 228 | $3.18K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $3.28K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 243 | $3.43K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 258 | $3.60K | 0.00% | +165+177.4% | Added |
| Private Wealth Management Group, LLC | 258 | $3.60K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 267 | $3.73K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 288 | $4.00K | 0.00% | +4+1.4% | Added |
| Pin Oak Investment Advisors Inc | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 271 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $4.18K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 300 | $4.18K | 0.00% | +300 | New |
| Private Ocean, LLC | 313 | $4.37K | 0.00% | +313 | New |
| Leonteq Securities AG | 315 | $4.39K | 0.00% | −428−57.6% | Reduced |
| Colonial Trust Co | 317 | $4.42K | 0.00% | 00.0% | Unchanged |
| Trust Co | 337 | $4.70K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 349 | $4.87K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 376 | $5.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 400 | $5.58K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 430 | $5.99K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 408 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 494 | $6.89K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 503 | $7.02K | 0.00% | −666−57.0% | Reduced |
| HHM Wealth Advisors, LLC | 503 | $7.02K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 516 | $7.20K | 0.00% | +516 | New |
| Jones Financial Companies LLLP | 524 | $7.31K | 0.00% | +447+580.5% | Added |
| Glen Eagle Advisors, LLC | 555 | $7.74K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 562 | $7.84K | 0.00% | −3,772−87.0% | Reduced |
| Asset Dedication, LLC | 599 | $8.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 596 | $8.32K | 0.00% | +1+0.2% | Added |
| CVA Family Office, LLC | 598 | $8.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 635 | $8.76K | 0.00% | −93−12.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 631 | $8.80K | 0.00% | +631 | New |
| Oliver Lagore Vanvalin Investment Group | 632 | $8.82K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 647 | $9.03K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 659 | $9.19K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 667 | $9.31K | 0.01% | −482−41.9% | Reduced |
| Whittier Trust Co | 690 | $9.63K | 0.00% | −263−27.6% | Reduced |
| First Financial Corp | 717 | $10.0K | 0.01% | +717 | New |
| ORG Partners LLC | 731 | $10.0K | 0.02% | −8,616−92.2% | Reduced |
| Umb Bank N A | 749 | $10.4K | 0.00% | −53−6.6% | Reduced |
| Highlander Capital Management, LLC | 750 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 796 | $11.1K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 800 | $11.2K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 825 | $11.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 888 | $12.4K | 0.00% | +89+11.1% | Added |
| Armstrong Advisory Group, Inc | 1,000 | $12.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 870 | $13.0K | 0.00% | −104−10.7% | Reduced |
| Pinnacle Bancorp, Inc. | 936 | $13.1K | 0.00% | +484+107.1% | Added |
| Barrett & Company, Inc. | 1,000 | $13.9K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 1,000 | $13.9K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 1,000 | $13.9K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,000 | $13.9K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1,003 | $14.0K | 0.00% | +1,003 | New |