| Bourgeon Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $405 | 0.00% | – | – |
| Global Financial Private Client, LLC | 2 | $790 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3 | $1.00K | 0.00% | +3 | New |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | +2 | New |
| Filbrandt Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| Sonora Investment Management, LLC | 5 | $2.00K | 0.00% | −30−85.7% | Reduced |
| Financial Management Professionals, Inc. | 4 | $2.00K | 0.00% | −4−50.0% | Reduced |
| AlphaMark Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $2.00K | 0.00% | +6 | New |
| Toth Financial Advisory Corp | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 8 | $3.25K | 0.00% | −3,778−99.8% | Reduced |
| Savior LLC | 10 | $4.00K | 0.00% | −69−87.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 9 | $4.00K | 0.00% | −5−35.7% | Reduced |
| Lee Financial Co | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 11 | $4.00K | 0.00% | +11 | New |
| Patriot Financial Group Insurance Agency, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Red Tortoise LLC | 20 | $4.00K | 0.00% | +20 | New |
| Costello Asset Management, INC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 12 | $5.00K | 0.00% | +12 | New |
| Consolidated Planning Corp | 13 | $5.00K | 0.00% | +13 | New |
| Pflug Koory, LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 16 | $6.49K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 21 | $8.00K | 0.00% | −651−96.9% | Reduced |
| Clearview Wealth Advisors LLC | 20 | $8.00K | 0.01% | −66−76.7% | Reduced |
| Concord Wealth Partners | 19 | $8.00K | 0.00% | −57−75.0% | Reduced |
| Jones Financial Companies LLLP | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 21 | $9.00K | 0.00% | −837−97.6% | Reduced |
| Brown Brothers Harriman & Co | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 23 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 23 | $9.00K | 0.00% | +10+76.9% | Added |
| Raffa Wealth Management, LLC | 24 | $9.73K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 31 | $12.0K | 0.00% | −735−96.0% | Reduced |
| Larson Financial Group LLC | 29 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 30 | $12.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 30 | $12.0K | 0.00% | +1+3.4% | Added |
| Tradition Wealth Management, LLC | 29 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 31 | $13.0K | 0.00% | −48−60.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 32 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 35 | $14.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 35 | $14.0K | 0.01% | −1−2.8% | Reduced |
| MV Capital Management, Inc. | 36 | $15.0K | 0.00% | +13+56.5% | Added |
| Glen Eagle Advisors, LLC | 39 | $15.8K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 45 | $18.3K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 48 | $19.0K | 0.00% | −5−9.4% | Reduced |
| Prestige Wealth Management Group LLC | 46 | $19.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $20.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 50 | $20.0K | 0.00% | +18+56.3% | Added |
| Private Ocean, LLC | 50 | $20.0K | 0.00% | +29+138.1% | Added |
| Investors Research Corp | 50 | $20.0K | 0.01% | +50 | New |
| Private Capital Group, LLC | 51 | $21.0K | 0.00% | −37−42.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 51 | $21.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 54 | $22.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 55 | $22.0K | 0.00% | +11+25.0% | Added |
| Lenox Wealth Advisors, LLC | 59 | $24.0K | 0.00% | −7−10.6% | Reduced |
| Meridian Wealth Partners, LLC | 59 | $24.0K | 0.00% | +59 | New |
| HM Payson & Co | 62 | $25.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 64 | $26.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 65 | $26.0K | 0.00% | +65 | New |
| Covington Capital Management | 66 | $27.0K | 0.00% | +1+1.5% | Added |
| Earnest Partners LLC | 68 | $28.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 68 | $28.0K | 0.00% | +5+7.9% | Added |
| Massmutual Trust Co FSB | 80 | $32.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 80 | $32.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 82 | $33.0K | 0.00% | −411−83.4% | Reduced |
| First Personal Financial Services | 85 | $34.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 86 | $35.0K | 0.01% | −8−8.5% | Reduced |
| Zions Bancorporation, N.A. | 86 | $35.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 89 | $36.0K | 0.01% | −1−1.1% | Reduced |
| TSFG, LLC | 88 | $36.0K | 0.01% | +4+4.8% | Added |
| Sandy Spring Bank | 94 | $37.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 90 | $37.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 91 | $37.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 91 | $37.0K | 0.01% | +8+9.6% | Added |
| Eagle Bay Advisors LLC | 93 | $37.0K | 0.02% | +21+29.2% | Added |
| Activest Wealth Management | 90 | $37.0K | 0.02% | +17+23.3% | Added |
| Bell Investment Advisors, Inc | 92 | $37.0K | 0.01% | +92 | New |
| Catalyst Capital Advisors LLC | 94 | $38.0K | 0.00% | +5+5.6% | Added |
| Caldwell Trust Co | 100 | $40.6K | 0.01% | 00.0% | Unchanged |