| Itau Unibanco Holding S.A. | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7 | $0 | 0.00% | +7 | New |
| Steward Financial Group LLC | 5 | $0 | 0.00% | +5 | New |
| Oliver Lagore Vanvalin Investment Group | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 4 | $278 | 0.00% | – | – |
| West Paces Advisors Inc. | 7 | $488 | 0.00% | −6−46.2% | Reduced |
| Carolinas Wealth Consulting LLC | 10 | $1.00K | 0.00% | −124−92.5% | Reduced |
| Lake Point Wealth Management | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Accel Wealth Management | 15 | $1.00K | 0.00% | +15 | New |
| Better Money Decisions, LLC | 8 | $1.00K | 0.00% | +8 | New |
| New Millennium Group LLC | 9 | $1.00K | 0.00% | +9 | New |
| Atlas Capital Advisors LLC | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 24 | $2.00K | 0.00% | −175−87.9% | Reduced |
| Annapolis Financial Services, LLC | 24 | $2.00K | 0.00% | −21−46.7% | Reduced |
| C M Bidwell & Associates Ltd | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 24 | $2.00K | 0.00% | +4+20.0% | Added |
| HC Financial Advisors Inc | 32 | $2.00K | 0.00% | +32 | New |
| Hallmark Capital Management Inc | 34 | $2.00K | 0.00% | +34 | New |
| MCF Advisors LLC | 23 | $2.00K | 0.00% | +23 | New |
| Tfo-TDC, LLC | 27 | $2.00K | 0.00% | +27 | New |
| Estabrook Capital Management | 32 | $2.23K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 37 | $2.58K | 0.00% | −15−28.8% | Reduced |
| Raffa Wealth Management, LLC | 38 | $2.65K | 0.00% | +17+81.0% | Added |
| Standard Family Office LLC | 38 | $3.00K | 0.03% | −1,715−97.8% | Reduced |
| PrairieView Partners, LLC | 39 | $3.00K | 0.00% | −176−81.9% | Reduced |
| SOA Wealth Advisors, LLC. | 53 | $3.00K | 0.00% | −25−32.1% | Reduced |
| City Holding Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 37 | $3.00K | 0.00% | +22+146.7% | Added |
| Investors Asset Management of Georgia Inc | 38 | $3.00K | 0.00% | +38 | New |
| Bogart Wealth, LLC | 41 | $3.00K | 0.00% | +41 | New |
| Atticus Wealth Management, LLC | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 61 | $4.00K | 0.00% | +21+52.5% | Added |
| Financial Management Professionals, Inc. | 53 | $4.00K | 0.00% | +53 | New |
| Versant Capital Management, Inc | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 73 | $5.00K | 0.00% | +73 | New |
| Migdal Insurance & Financial Holdings Ltd. | 69 | $5.00K | 0.00% | +69 | New |
| Gradient Investments LLC | 70 | $5.00K | 0.00% | +70 | New |
| Hartford Financial Management Inc. | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 83 | $6.00K | 0.00% | +11+15.3% | Added |
| Core Alternative Capital | 89 | $6.00K | 0.00% | +21+30.9% | Added |
| CX Institutional | 81 | $6.00K | 0.00% | +81 | New |
| Mach-1 Financial Group, Inc. | 97 | $6.00K | 0.00% | +97 | New |
| Urban Wealth Management, LLC | 93 | $6.00K | 0.02% | +93 | New |
| Massmutual Trust Co FSB | 100 | $7.00K | 0.00% | −175−63.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 97 | $7.00K | 0.00% | −168−63.4% | Reduced |
| Earnest Partners LLC | 103 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 103 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 105 | $7.00K | 0.00% | +2+1.9% | Added |
| CoreCap Advisors, LLC | 99 | $7.00K | 0.00% | +99 | New |
| TCI Wealth Advisors, Inc. | 119 | $8.00K | 0.00% | −384−76.3% | Reduced |
| Toth Financial Advisory Corp | 112 | $8.00K | 0.00% | +2+1.8% | Added |
| Global Retirement Partners, LLC | 109 | $8.00K | 0.00% | −10−8.4% | Reduced |
| Hall Laurie J Trustee | 126 | $9.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 124 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 145 | $10.0K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 147 | $10.0K | 0.01% | +147 | New |
| Investment Research & Advisory Group, Inc. | 142 | $10.0K | 0.01% | +142 | New |
| Asset Dedication, LLC | 159 | $11.0K | 0.00% | −33−17.2% | Reduced |
| Prospera Financial Services Inc | 171 | $12.0K | 0.00% | −98−36.4% | Reduced |
| Private Trust Co NA | 172 | $12.0K | 0.00% | +172 | New |
| Ronald Blue Trust, Inc. | 115 | $12.0K | 0.00% | +115 | New |
| Front Row Advisors LLC | 190 | $13.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 192 | $13.0K | 0.00% | +15+8.5% | Added |
| MV Capital Management, Inc. | 191 | $13.0K | 0.00% | +63+49.2% | Added |
| First Horizon Advisors, Inc. | 201 | $13.0K | 0.00% | +104+107.2% | Added |
| Tyler-Stone Wealth Management | 206 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 201 | $14.0K | 0.00% | +168+509.1% | Added |
| Ogorek Anthony Joseph | 228 | $15.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 217 | $15.0K | 0.00% | +109+100.9% | Added |
| Evoke Wealth, LLC | 213 | $15.0K | 0.00% | +159+294.4% | Added |
| Sandy Spring Bank | 230 | $16.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 228 | $16.0K | 0.00% | +33+16.9% | Added |