| IronBridge Private Wealth, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2 | $0 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Ford Financial Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Winch Advisory Services, LLC | 10 | $1.00K | 0.00% | −10−50.0% | Reduced |
| Clearview Wealth Advisors LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $1.00K | 0.00% | +10 | New |
| JNBA Financial Advisors | 14 | $1.00K | 0.00% | +14 | New |
| Rather & Kittrell, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| First Bank & Trust | 13 | $1.00K | 0.00% | +13 | New |
| Core Alternative Capital | 13 | $1.00K | 0.00% | +13 | New |
| Addison Advisors LLC | 13 | $1.00K | 0.00% | +13 | New |
| Curi Capital | 18 | $1.00K | 0.00% | +18 | New |
| Schubert & Co | 12 | $1.00K | 0.00% | +12 | New |
| Exane Derivatives | 11 | $1.06K | 0.00% | +1+10.0% | Added |
| Manchester Capital Management LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 22 | $2.00K | 0.00% | +13+144.4% | Added |
| Focused Wealth Management, Inc | 26 | $2.00K | 0.00% | +14+116.7% | Added |
| JFS Wealth Advisors, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Surevest, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Sierra Capital LLC | 25 | $2.00K | 0.00% | +25 | New |
| KB Financial Partners, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Longfellow Investment Management Co LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 27 | $3.00K | 0.00% | +27 | New |
| Newbridge Financial Services Group, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Stonebridge Capital Advisors LLC | 46 | $4.00K | 0.00% | +21+84.0% | Added |
| Reilly Financial Advisors, LLC | 42 | $4.00K | 0.00% | +42 | New |
| Northwest Investment Counselors, LLC | 39 | $4.00K | 0.00% | +39 | New |
| Insight Financial Services | 50 | $4.00K | 0.00% | +50 | New |
| West Paces Advisors Inc. | 45 | $4.32K | 0.00% | −45−50.0% | Reduced |
| Kelly Financial Services LLC | 45 | $4.32K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 56 | $5.00K | 0.00% | −11,735−99.5% | Reduced |
| Carolinas Wealth Consulting LLC | 52 | $5.00K | 0.00% | −18−25.7% | Reduced |
| Financial Management Professionals, Inc. | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $5.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $6.00K | 0.00% | −4−5.9% | Reduced |
| Lazard Asset Management LLC | 70 | $6.00K | 0.00% | +70 | New |
| HM Payson & Co | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 79 | $7.00K | 0.00% | +4+5.3% | Added |
| Dark Forest Capital Management LP | 83 | $8.00K | 0.00% | −1,042−92.6% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $8.00K | 0.00% | −90−52.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 80 | $8.00K | 0.00% | −19−19.2% | Reduced |
| Sutton Wealth Advisors Inc. | 87 | $8.36K | 0.00% | −14−13.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 89 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 92 | $9.00K | 0.00% | +52+130.0% | Added |
| Baystate Wealth Management LLC | 108 | $10.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 108 | $10.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 104 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 111 | $11.0K | 0.00% | −26−19.0% | Reduced |
| MV Capital Management, Inc. | 119 | $11.0K | 0.00% | +24+25.3% | Added |
| Arlington Partners LLC | 113 | $11.0K | 0.00% | +113 | New |
| Geneos Wealth Management Inc. | 130 | $12.0K | 0.00% | −2,198−94.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 130 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 122 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 122 | $12.0K | 0.00% | +44+56.4% | Added |
| CVA Family Office, LLC | 128 | $12.0K | 0.00% | +128 | New |
| Covestor Ltd | 124 | $12.0K | 0.02% | +124 | New |
| Tyler-Stone Wealth Management | 132 | $13.0K | 0.01% | +132 | New |
| Rise Advisors, LLC | 137 | $13.2K | 0.01% | +137 | New |
| Bourgeon Capital Management LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 159 | $15.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 159 | $15.0K | 0.00% | +159 | New |
| PSI Advisors, LLC | 166 | $16.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 178 | $17.0K | 0.00% | −42−19.1% | Reduced |
| TCI Wealth Advisors, Inc. | 178 | $17.0K | 0.00% | −32−15.2% | Reduced |
| EverSource Wealth Advisors, LLC | 178 | $18.0K | 0.01% | +178 | New |
| Allworth Financial LP | 193 | $19.0K | 0.00% | +184+2,044.4% | Added |
| Harding Loevner LP | 204 | $20.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 222 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 221 | $21.0K | 0.00% | +221 | New |
| BDO Wealth Advisors, LLC | 224 | $22.0K | 0.00% | +30+15.5% | Added |
| Bell Investment Advisors, Inc | 236 | $23.0K | 0.01% | −2−0.8% | Reduced |
| Washington Trust Co | 252 | $24.0K | 0.00% | −2−0.8% | Reduced |
| Fieldpoint Private Securities, LLC | 246 | $24.0K | 0.00% | +145+143.6% | Added |
| Pinnacle Bancorp, Inc. | 270 | $26.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 270 | $26.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 277 | $27.0K | 0.00% | −48−14.8% | Reduced |
| Tarbox Family Office, Inc. | 282 | $27.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 293 | $28.0K | 0.00% | −25−7.9% | Reduced |
| Quent Capital, LLC | 296 | $28.0K | 0.01% | +296 | New |
| Salem Investment Counselors Inc | 300 | $29.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 299 | $29.0K | 0.02% | −4−1.3% | Reduced |
| Acima Private Wealth, LLC | 298 | $29.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 302 | $29.0K | 0.02% | +302 | New |
| Westside Investment Management, Inc. | 319 | $30.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 347 | $33.0K | 0.00% | +347 | New |
| Zullo Investment Group, Inc. | 347 | $33.0K | 0.02% | +347 | New |
| Graves-Light Private Wealth Management, Inc. | 354 | $34.0K | 0.00% | −122−25.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 368 | $35.0K | 0.00% | −7,883−95.5% | Reduced |
| Gradient Investments LLC | 367 | $35.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 380 | $36.0K | 0.03% | +380 | New |
| Fortitude Advisory Group L.L.C. | 410 | $39.0K | 0.02% | +410 | New |
| Institutional & Family Asset Management, LLC | 421 | $40.0K | 0.01% | +19+4.7% | Added |
| Kings Point Capital Management | 429 | $41.0K | 0.00% | +267+164.8% | Added |