| Capital Advisors, Ltd. LLC | 25 | $0 | 0.00% | −378−93.8% | Reduced |
| Avion Wealth | 24 | $0 | 0.00% | +24 | New |
| Caldwell Sutter Capital, Inc. | 6 | $113 | 0.00% | −525−98.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 7 | $132 | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $188 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 12 | $226 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 12 | $253 | 0.00% | +5+71.4% | Added |
| Tfo-TDC, LLC | 17 | $340 | 0.00% | +17 | New |
| Denali Advisors LLC | 21 | $395 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $471 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $489 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 29 | $545 | 0.00% | +1+3.6% | Added |
| Your Advocates Ltd., LLP | 30 | $564 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 34 | $640 | 0.00% | +34 | New |
| Bokf, NA | 47 | $734 | 0.00% | +47 | New |
| Semmax Financial Advisors Inc. | 44 | $751 | 0.00% | +44 | New |
| Hoey Investments, Inc | 41 | $772 | 0.00% | +41 | New |
| Baker Avenue Asset Management, LP | 48 | $903 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 50 | $941 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 74 | $1.00K | 0.00% | −1,009−93.2% | Reduced |
| Valley National Advisers Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 61 | $1.19K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 68 | $1.29K | 0.00% | +2+3.0% | Added |
| Godsey & Gibb Associates | 72 | $1.35K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 75 | $1.41K | 0.00% | +75 | New |
| Glass Jacobson Investment Advisors llc | 80 | $1.50K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 100 | $1.88K | 0.00% | +100 | New |
| Red Tortoise LLC | 106 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 125 | $2.35K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 125 | $2.35K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 131 | $2.46K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 127 | $2.47K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 150 | $2.82K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 166 | $3.12K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 175 | $3.29K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 183 | $3.44K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 187 | $3.52K | 0.00% | +187 | New |
| Farmers & Merchants Investments Inc | 205 | $3.86K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 221 | $4.00K | 0.00% | +7+3.3% | Added |
| Retirement Group, LLC | 218 | $4.10K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 210 | $4.20K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 230 | $4.32K | 0.00% | −43−15.8% | Reduced |
| Mascoma Wealth Management LLC | 250 | $4.70K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 250 | $4.70K | 0.00% | +250 | New |
| Carmel Capital Partners, LLC | 250 | $4.70K | 0.00% | +250 | New |
| Bell Investment Advisors, Inc | 253 | $4.76K | 0.00% | −39−13.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 258 | $4.85K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 268 | $5.00K | 0.00% | +8+3.1% | Added |
| RFP Financial Group LLC | 296 | $5.57K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 300 | $5.64K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 320 | $6.02K | 0.00% | +320 | New |
| PSI Advisors, LLC | 325 | $6.11K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 325 | $6.12K | 0.00% | +10+3.2% | Added |
| Chesapeake Asset Management LLC | 333 | $6.26K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 381 | $7.17K | 0.00% | −26−6.4% | Reduced |
| Central Trust Co | 400 | $7.53K | 0.00% | −500−55.6% | Reduced |
| M&R Capital Management Inc | 422 | $7.94K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 412 | $8.00K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 421 | $8.15K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 450 | $8.46K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 480 | $9.03K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 484 | $9.11K | 0.00% | +46+10.5% | Added |
| Farther Finance Advisors, LLC | 489 | $9.20K | 0.00% | +241+97.2% | Added |
| First Manhattan Co | 510 | $9.61K | 0.00% | +9+1.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 559 | $10.5K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 605 | $11.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 600 | $11.3K | 0.00% | +600 | New |
| Founders Capital Management | 625 | $11.8K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 665 | $12.5K | 0.01% | +665 | New |
| Byrne Asset Management LLC | 680 | $13.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 700 | $13.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 709 | $13.3K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 752 | $14.0K | 0.00% | +59+8.5% | Added |
| Ronald Blue Trust, Inc. | 708 | $14.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 742 | $14.0K | 0.01% | +385+107.8% | Added |
| Stonebridge Capital Advisors LLC | 744 | $14.0K | 0.00% | +19+2.6% | Added |
| AllSquare Wealth Management LLC | 747 | $14.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 748 | $14.1K | 0.00% | −170−18.5% | Reduced |
| Webster Bank, N. A. | 750 | $14.1K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 750 | $14.1K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 775 | $14.6K | 0.00% | +375+93.8% | Added |
| Raleigh Capital Management Inc. | 785 | $14.8K | 0.01% | +460+141.5% | Added |
| Financial Connections Group, Inc. | 822 | $15.0K | 0.02% | −562−40.6% | Reduced |
| LGT Financial Advisors LLC | 809 | $15.2K | 0.02% | +809 | New |
| Plante Moran Financial Advisors, LLC | 817 | $15.4K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 827 | $15.6K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 835 | $15.7K | 0.01% | +835 | New |
| Oliver Lagore Vanvalin Investment Group | 892 | $16.8K | 0.01% | +27+3.1% | Added |
| Pin Oak Investment Advisors Inc | 891 | $17.0K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 862 | $17.2K | 0.00% | +849+6,530.8% | Added |
| Focused Wealth Management, Inc | 932 | $17.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $18.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $19.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,014 | $19.1K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,027 | $20.0K | 0.00% | −22−2.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,086 | $20.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1,125 | $21.2K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 1,158 | $21.8K | 0.00% | −12,315−91.4% | Reduced |
| Hexagon Capital Partners LLC | 1,187 | $22.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,200 | $22.6K | 0.01% | 00.0% | Unchanged |