| State of Alaska, Department of Revenue | 1 | $0 | 0.00% | −4,551−100.0% | Reduced |
| Cranbrook Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $0 | 0.00% | +1 | New |
| Fifth Third Bancorp | 8 | $1.00K | 0.00% | −27−77.1% | Reduced |
| First Horizon Corp | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Semmax Financial Advisors Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $1.00K | 0.00% | +4 | New |
| Versant Capital Management, Inc | 14 | $2.00K | 0.00% | −81−85.3% | Reduced |
| Enterprise Financial Services Corp | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Investment House Ltd. | 14 | $2.00K | 0.00% | +14 | New |
| Center for Financial Planning, Inc. | 20 | $3.00K | 0.00% | −11−35.5% | Reduced |
| Bartlett & Co. LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Anchor Investment Management, LLC | 20 | $3.47K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20 | $3.47K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Spire Wealth Management | 30 | $5.00K | 0.00% | −1,364−97.8% | Reduced |
| Massmutual Trust Co FSB | 31 | $5.00K | 0.00% | −4−11.4% | Reduced |
| BerganKDV Wealth Management, LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 28 | $5.00K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 29 | $5.04K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 33 | $6.00K | 0.00% | +33 | New |
| TD Private Client Wealth LLC | 40 | $6.95K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 41 | $7.00K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 42 | $7.00K | 0.00% | +2+5.0% | Added |
| Pinnacle Bancorp, Inc. | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 40 | $7.00K | 0.00% | +15+60.0% | Added |
| Sageworth Trust Co | 43 | $7.00K | 0.00% | +43 | New |
| Sterling Financial Planning, Inc. | 48 | $8.00K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 50 | $9.00K | 0.00% | −2,477−98.0% | Reduced |
| Eagle Bay Advisors LLC | 49 | $9.00K | 0.01% | +49 | New |
| TCI Wealth Advisors, Inc. | 59 | $10.0K | 0.00% | −8−11.9% | Reduced |
| Delta Asset Management LLC | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 60 | $10.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 63 | $10.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 53 | $10.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 56 | $10.0K | 0.00% | +56 | New |
| Halpern Financial, Inc. | 59 | $10.2K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 63 | $11.0K | 0.00% | +24+61.5% | Added |
| Evoke Wealth, LLC | 68 | $12.0K | 0.00% | −71−51.1% | Reduced |
| Baillie Gifford & Co | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 70 | $12.0K | 0.00% | +67+2,233.3% | Added |
| Estabrook Capital Management | 73 | $12.7K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 76 | $13.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 87 | $15.0K | 0.01% | +87 | New |
| Cordasco Financial Network | 91 | $16.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 90 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 91 | $16.0K | 0.00% | +23+33.8% | Added |
| Plante Moran Financial Advisors, LLC | 97 | $17.0K | 0.00% | −100−50.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 94 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 100 | $17.0K | 0.00% | +46+85.2% | Added |
| BBVA USA | 103 | $18.0K | 0.00% | +103 | New |
| Sutton Wealth Advisors Inc. | 105 | $18.2K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $20.8K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 122 | $21.2K | 0.00% | −100−45.0% | Reduced |
| NEXT Financial Group, Inc | 127 | $22.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 133 | $23.0K | 0.01% | −18−11.9% | Reduced |
| Altshuler Shaham Ltd | 130 | $23.0K | 0.00% | +130 | New |
| Parkside Financial Bank & Trust | 142 | $24.0K | 0.01% | +3+2.2% | Added |
| Hanson & Doremus Investment Management | 174 | $25.0K | 0.01% | −9−4.9% | Reduced |
| Lindbrook Capital, LLC | 145 | $25.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 153 | $27.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 170 | $30.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 184 | $32.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 189 | $32.0K | 0.02% | +14+8.0% | Added |
| Kings Point Capital Management | 188 | $33.0K | 0.00% | +37+24.5% | Added |
| Red Cedar Capital, LLC | 231 | $40.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 233 | $40.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 230 | $40.0K | 0.00% | +158+219.4% | Added |
| Lazard Asset Management LLC | 238 | $41.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 249 | $43.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 246 | $43.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 247 | $43.0K | 0.00% | +6+2.5% | Added |
| Godsey & Gibb Associates | 273 | $47.0K | 0.03% | +273 | New |
| Quadrant Capital Group LLC | 304 | $53.0K | 0.01% | −3−1.0% | Reduced |
| Baldwin Brothers Inc | 309 | $54.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 329 | $57.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 340 | $59.0K | 0.01% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 349 | $61.0K | 0.01% | +349 | New |