| Retirement Planning Co of New England, Inc. | 1 | $0 | 0.00% | +1 | New |
| Reilly Financial Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $1.00K | 0.00% | +1 | New |
| Cornerstone Advisory, LLC | 2 | $1.00K | 0.00% | +2 | New |
| First Bank & Trust | 2 | $1.00K | 0.00% | +2 | New |
| Harvest Group Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Larson Financial Group LLC | 2 | $1.00K | 0.00% | +2 | New |
| Core Alternative Capital | 2 | $1.00K | 0.00% | +2 | New |
| Key Financial Inc | 2 | $1.00K | 0.00% | +2 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $1.00K | 0.00% | +1 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| City State Bank | 2 | $1.00K | 0.00% | +2 | New |
| Bivin & Associates, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 3 | $1.98K | 0.00% | +3 | New |
| FourThought Financial, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $2.00K | 0.00% | +2+200.0% | Added |
| Curi Capital | 4 | $2.00K | 0.00% | +4 | New |
| Focused Wealth Management, Inc | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $3.00K | 0.00% | +1+33.3% | Added |
| Center for Financial Planning, Inc. | 5 | $3.00K | 0.00% | +5 | New |
| Masso Torrence Wealth Management Inc. | 4 | $3.00K | 0.00% | +4 | New |
| RE Dickinson Investment Advisors, LLC | 6 | $4.00K | 0.00% | +6 | New |
| Ritter Daniher Financial Advisory, LLC | 6 | $4.00K | 0.00% | +6 | New |
| Estabrook Capital Management | 7 | $4.61K | 0.00% | +7 | New |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $5.00K | 0.00% | +3+75.0% | Added |
| Stonebridge Capital Advisors LLC | 7 | $5.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $5.27K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $5.93K | 0.00% | +1+12.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 9 | $6.00K | 0.00% | −11−55.0% | Reduced |
| Activest Wealth Management | 10 | $7.00K | 0.00% | −30−75.0% | Reduced |
| Creative Financial Designs Inc | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 11 | $7.00K | 0.00% | +11 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $8.00K | 0.00% | +2+20.0% | Added |
| Proequities, Inc. | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 14 | $9.00K | 0.00% | +2+16.7% | Added |
| Econ Financial Services Corp | 13 | $9.00K | 0.01% | +13 | New |
| West Branch Capital LLC | 13 | $9.00K | 0.00% | +13 | New |
| Total Clarity Wealth Management, Inc. | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $10.0K | 0.00% | +4+36.4% | Added |
| Ancora Advisors, LLC | 16 | $11.0K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 16 | $11.0K | 0.00% | +16 | New |
| Concord Wealth Partners | 16 | $11.0K | 0.00% | +16 | New |
| Front Row Advisors LLC | 20 | $13.0K | 0.00% | −9−31.0% | Reduced |
| BDO Wealth Advisors, LLC | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 20 | $13.0K | 0.00% | +10+100.0% | Added |
| BerganKDV Wealth Management, LLC | 19 | $13.0K | 0.00% | +19 | New |
| CVA Family Office, LLC | 20 | $13.0K | 0.00% | +20 | New |
| Mach-1 Financial Group, Inc. | 20 | $13.0K | 0.01% | +20 | New |
| Rocky Mountain Advisers, LLC | 21 | $14.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 21 | $14.0K | 0.00% | +4+23.5% | Added |
| Bollard Group LLC | 22 | $14.0K | 0.00% | +22 | New |
| TCI Wealth Advisors, Inc. | 22 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 22 | $15.0K | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 22 | $15.0K | 0.00% | +22 | New |
| Stephens Consulting, LLC | 24 | $15.8K | 0.01% | +24 | New |
| Tradewinds Capital Management, LLC | 25 | $16.0K | 0.00% | −53−67.9% | Reduced |
| Pittenger & Anderson Inc | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 26 | $17.0K | 0.00% | +26 | New |
| AdvisorNet Financial, Inc | 28 | $18.0K | 0.00% | +4+16.7% | Added |
| Lee Financial Co | 30 | $19.0K | 0.00% | −22−42.3% | Reduced |
| Winch Advisory Services, LLC | 29 | $19.0K | 0.01% | −12−29.3% | Reduced |
| Ameritas Investment Partners, Inc. | 30 | $19.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 29 | $19.0K | 0.00% | +29 | New |
| Newbridge Financial Services Group, Inc. | 30 | $20.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 31 | $20.0K | 0.00% | +13+72.2% | Added |
| Macroview Investment Management LLC | 31 | $20.0K | 0.03% | +28+933.3% | Added |
| CoreCap Advisors, LLC | 31 | $20.0K | 0.00% | +31 | New |
| Earnest Partners LLC | 32 | $21.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $22.0K | 0.00% | +2+6.5% | Added |
| Whittier Trust Co of Nevada Inc | 35 | $23.0K | 0.00% | +29+483.3% | Added |
| Smithfield Trust Co | 38 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $24.0K | 0.01% | +3+9.1% | Added |
| Arlington Partners LLC | 36 | $24.0K | 0.01% | +36 | New |
| PYA Waltman Capital, LLC | 40 | $26.0K | 0.01% | +40 | New |
| Glassman Wealth Services | 41 | $27.0K | 0.00% | +24+141.2% | Added |
| TD Waterhouse Canada Inc. | 48 | $27.1K | 0.00% | +48 | New |
| Parkside Financial Bank & Trust | 42 | $28.0K | 0.01% | −10−19.2% | Reduced |
| Harbor Investment Advisory, LLC | 43 | $28.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 43 | $28.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 47 | $30.0K | 0.01% | +47 | New |
| Sandy Spring Bank | 50 | $33.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 58 | $38.0K | 0.01% | −28−32.6% | Reduced |
| State of Wyoming | 58 | $38.0K | 0.02% | +10+20.8% | Added |
| RPg Family Wealth Advisory, LLC | 63 | $41.5K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 68 | $45.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 70 | $46.0K | 0.00% | −4−5.4% | Reduced |
