| Avion Wealth | 15 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 81 | $0 | 0.00% | +81 | New |
| SOA Wealth Advisors, LLC. | 0 | $6 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 2 | $67 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $167 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $168 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 6 | $201 | 0.00% | +6 | New |
| NewSquare Capital LLC | 10 | $335 | 0.00% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 15 | $503 | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 17 | $570 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 18 | $603 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 20 | $671 | 0.00% | −69−77.5% | Reduced |
| Private Advisor Group, LLC | 25,419 | $852 | 0.00% | −1,628−6.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 44 | $1.00K | 0.00% | −28−38.9% | Reduced |
| Sierra Capital LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 30 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 33 | $1.11K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 34 | $1.14K | 0.00% | +34 | New |
| Salem Investment Counselors Inc | 35 | $1.17K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 38 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 40 | $1.34K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 43 | $1.44K | 0.00% | −3−6.5% | Reduced |
| HM Payson & Co | 45 | $1.51K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $1.95K | 0.00% | +50 | New |
| Front Row Advisors LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 67 | $2.00K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66 | $2.21K | 0.00% | −2−2.9% | Reduced |
| Colonial Trust Advisors | 69 | $2.31K | 0.00% | +69 | New |
| Laurel Wealth Advisors LLC | 88 | $2.95K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 89 | $2.98K | 0.00% | +89 | New |
| Capital Analysts, LLC | 75 | $3.00K | 0.00% | −10−11.8% | Reduced |
| Loomis Sayles & Co L P | 84 | $3.00K | 0.00% | +39+86.7% | Added |
| Bell Investment Advisors, Inc | 99 | $3.32K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $3.35K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 100 | $3.35K | 0.00% | +100 | New |
| Albion Financial Group | 100 | $3.35K | 0.00% | +100 | New |
| Byrne Asset Management LLC | 100 | $3.35K | 0.00% | +100 | New |
| TD Capital Management LLC | 100 | $3.35K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 105 | $3.52K | 0.00% | +75+250.0% | Added |
| Institutional & Family Asset Management, LLC | 105 | $3.52K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 109 | $3.66K | 0.00% | −23−17.4% | Reduced |
| Gradient Investments LLC | 131 | $4.39K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 142 | $4.76K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 141 | $5.00K | 0.00% | +141 | New |
| TCTC Holdings, LLC | 150 | $5.03K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 170 | $5.70K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 178 | $5.97K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 181 | $6.00K | 0.00% | +50+38.2% | Added |
| Sound Income Strategies, LLC | 200 | $6.71K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $6.71K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 204 | $6.84K | 0.00% | +66+47.8% | Added |
| Kelly Financial Services LLC | 204 | $6.84K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 214 | $7.17K | 0.00% | −1,778−89.3% | Reduced |
| Prestige Wealth Management Group LLC | 216 | $7.24K | 0.00% | −3−1.4% | Reduced |
| Macroview Investment Management LLC | 230 | $7.71K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 231 | $7.75K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 231 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 240 | $8.05K | 0.00% | +240 | New |
| Brown Brothers Harriman & Co | 241 | $8.08K | 0.00% | −581−70.7% | Reduced |
| Twin Lakes Capital Management, LLC | 253 | $8.48K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 259 | $8.68K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 269 | $9.02K | 0.00% | +269 | New |
| Baker Avenue Asset Management, LP | 275 | $9.22K | 0.00% | +275 | New |
| Aspire Private Capital, LLC | 277 | $9.29K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 290 | $9.72K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 293 | $9.82K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 300 | $10.1K | 0.01% | +300 | New |
| Stonebridge Capital Advisors LLC | 305 | $10.2K | 0.00% | −300−49.6% | Reduced |
| AdvisorNet Financial, Inc | 309 | $10.4K | 0.00% | +95+44.4% | Added |
| Cornerstone Planning Group LLC | 272 | $10.4K | 0.00% | +272 | New |
| DT Investment Partners, LLC | 312 | $10.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 312 | $10.5K | 0.00% | +50+19.1% | Added |
| Clear Street Markets LLC | 340 | $11.0K | 0.00% | −602−63.9% | Reduced |
| Baystate Wealth Management LLC | 340 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 320 | $11.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $11.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 334 | $11.2K | 0.01% | +334 | New |
| Silicon Valley Capital Partners | 350 | $11.7K | 0.00% | +350 | New |
| Sandy Spring Bank | 355 | $11.9K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 355 | $11.9K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 349 | $12.0K | 0.01% | +349 | New |
| Resources Management Corp | 400 | $13.0K | 0.00% | −1−0.2% | Reduced |
| Tradition Wealth Management, LLC | 390 | $13.0K | 0.00% | +3+0.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 407 | $13.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 470 | $14.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 426 | $14.0K | 0.01% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 423 | $14.2K | 0.00% | +423 | New |
| Sargent Bickham Lagudis LLC | 429 | $14.4K | 0.00% | 00.0% | Unchanged |
| Concorde Financial Corp | 500 | $14.9K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 446 | $15.0K | 0.00% | +446 | New |
| Highlander Capital Management, LLC | 450 | $15.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 452 | $15.2K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 469 | $15.7K | 0.00% | −36−7.1% | Reduced |
| DB Wealth Management Group, LLC | 500 | $16.8K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 516 | $17.3K | 0.01% | −303−37.0% | Reduced |
| Hexagon Capital Partners LLC | 522 | $17.5K | 0.01% | −121−18.8% | Reduced |
| Massmutual Trust Co FSB | 535 | $18.0K | 0.00% | −38−6.6% | Reduced |
| Eagle Bay Advisors LLC | 552 | $18.5K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 570 | $19.1K | 0.01% | +570 | New |
| HighMark Wealth Management LLC | 572 | $19.2K | 0.01% | 00.0% | Unchanged |