| TD Private Client Wealth LLC | 382 | $14.7K | 0.00% | −156−29.0% | Reduced |
| Parkside Financial Bank & Trust | 377 | $14.5K | 0.00% | −449−54.4% | Reduced |
| Covestor Ltd | 373 | $14.0K | 0.01% | −397−51.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 346 | $13.3K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 330 | $12.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 320 | $12.3K | 0.00% | +146+83.9% | Added |
| MV Capital Management, Inc. | 314 | $12.1K | 0.00% | +34+12.1% | Added |
| Tacita Capital Inc | 302 | $12.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 310 | $11.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 308 | $11.8K | 0.00% | −182−37.1% | Reduced |
| Evermay Wealth Management LLC | 289 | $11.1K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 279 | $10.7K | 0.00% | −572−67.2% | Reduced |
| Sandy Spring Bank | 245 | $9.41K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 237 | $9.10K | 0.00% | +13+5.8% | Added |
| Coston, McIsaac & Partners | 248 | $9.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 167 | $8.37K | 0.00% | −208−55.5% | Reduced |
| Sageworth Trust Co | 215 | $8.25K | 0.00% | +215 | New |
| WealthPLAN Partners, LLC | 213 | $8.18K | 0.00% | +213 | New |
| Ronald Blue Trust, Inc. | 190 | $8.00K | 0.00% | −54−22.1% | Reduced |
| Asset Dedication, LLC | 199 | $8.00K | 0.00% | −3−1.5% | Reduced |
| Capital Analysts, LLC | 206 | $8.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 190 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 171 | $6.57K | 0.00% | −35−17.0% | Reduced |
| Zions Bancorporation, N.A. | 170 | $6.53K | 0.00% | −166−49.4% | Reduced |
| Bell Investment Advisors, Inc | 163 | $6.26K | 0.00% | −232−58.7% | Reduced |
| Credential Qtrade Securities Inc. | 159 | $6.10K | 0.00% | +159 | New |
| TSFG, LLC | 163 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 150 | $5.76K | 0.00% | −10−6.3% | Reduced |
| Compass Wealth Management LLC | 150 | $5.76K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 142 | $5.45K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 135 | $5.18K | 0.00% | −59−30.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 132 | $5.00K | 0.00% | +86+187.0% | Added |
| Ameritas Advisory Services, LLC | 124 | $4.73K | 0.00% | +124 | New |
| Carolinas Wealth Consulting LLC | 123 | $4.72K | 0.00% | +123 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 122 | $4.68K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 115 | $4.42K | 0.00% | +115 | New |
| Salem Investment Counselors Inc | 112 | $4.30K | 0.00% | −5−4.3% | Reduced |
| Versant Capital Management, Inc | 110 | $4.22K | 0.00% | +37+50.7% | Added |
| TD Capital Management LLC | 108 | $4.15K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 106 | $4.07K | 0.00% | +106 | New |
| Earnest Partners LLC | 103 | $3.95K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 102 | $3.90K | 0.00% | +102 | New |
| SRS Capital Advisors, Inc. | 95 | $3.65K | 0.00% | +16+20.3% | Added |
| Proequities, Inc. | 89 | $3.42K | 0.00% | −13,307−99.3% | Reduced |
| Hartford Financial Management Inc. | 86 | $3.30K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 78 | $3.00K | 0.00% | +10+14.7% | Added |
| Sutton Wealth Advisors Inc. | 76 | $2.92K | 0.00% | −94−55.3% | Reduced |
| Lee Financial Co | 73 | $2.80K | 0.00% | −4−5.2% | Reduced |
| Private Trust Co NA | 73 | $2.80K | 0.00% | −196−72.9% | Reduced |
| Sunbelt Securities, Inc. | 73 | $2.75K | 0.00% | +73 | New |
| Abound Wealth Management | 70 | $2.69K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 69 | $2.65K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 65 | $2.50K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 64 | $2.46K | 0.00% | +43+204.8% | Added |
| Atticus Wealth Management, LLC | 62 | $2.38K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 53 | $2.04K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 51 | $1.96K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $1.92K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 48 | $1.84K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 47 | $1.80K | 0.00% | +6+14.6% | Added |
| NewSquare Capital LLC | 44 | $1.69K | 0.00% | +44 | New |
| FinTrust Capital Advisors, LLC | 37 | $1.54K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 45 | $1.46K | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 38 | $1.46K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 38 | $1.46K | 0.00% | +25+192.3% | Added |
| Stonebridge Capital Advisors LLC | 36 | $1.38K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $1.23K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 32 | $1.23K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 34 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $1.15K | 0.00% | +30 | New |
| Gradient Investments LLC | 29 | $1.11K | 0.00% | +6+26.1% | Added |
| Pension & Wealth Management Advisors, Inc. | 27 | $1.04K | 0.00% | +27 | New |
| RE Dickinson Investment Advisors, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 26 | $998 | 0.00% | +26 | New |
| RFP Financial Group LLC | 25 | $960 | 0.00% | −320−92.8% | Reduced |
| BerganKDV Wealth Management, LLC | 25 | $960 | 0.00% | −5−16.7% | Reduced |
| Rise Advisors, LLC | 25 | $960 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 23 | $883 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $730 | 0.00% | +19 | New |
| Concord Wealth Partners | 19 | $729 | 0.00% | −20−51.3% | Reduced |
| Larson Financial Group LLC | 19 | $729 | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 19 | $729 | 0.00% | +19 | New |
| TCI Wealth Advisors, Inc. | 18 | $692 | 0.00% | −397−95.7% | Reduced |
| Key Financial Inc | 16 | $614 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 16 | $614 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 15 | $576 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 15 | $575 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 14 | $537 | 0.00% | −203−93.5% | Reduced |
| Parallax Volatility Advisers, L.P. | 14 | $537 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10 | $384 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $384 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $346 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 8 | $307 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7 | $269 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $230 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $192 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $192 | 0.00% | +5 | New |
| Colonial Trust Advisors | 4 | $154 | 0.00% | −5−55.6% | Reduced |
| WestEnd Advisors, LLC | – | $115 | 0.00% | – | – |
| Delos Wealth Advisors, LLC | 2 | $77 | 0.00% | 00.0% | Unchanged |