| Baystate Wealth Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 2 | $0 | 0.00% | +2 | New |
| Stonebridge Capital Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| Mascoma Wealth Management LLC | 10 | $0 | 0.00% | +10 | New |
| Enterprise Financial Services Corp | 25 | $1.00K | 0.00% | −3,400−99.3% | Reduced |
| Clearstead Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 13 | $1.00K | 0.00% | +13 | New |
| Retirement Group, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 38 | $2.00K | 0.00% | +38 | New |
| Laurel Wealth Advisors LLC | 50 | $2.00K | 0.00% | +50 | New |
| Heritage Wealth Advisors | 50 | $2.29K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 56 | $2.56K | 0.00% | +56 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 55 | $3.00K | 0.00% | +55 | New |
| Raffa Wealth Management, LLC | 66 | $3.02K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 95 | $4.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $4.58K | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 99 | $5.00K | 0.00% | +99 | New |
| Robbins Farley LLC | 100 | $5.00K | 0.00% | +100 | New |
| First Manhattan Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 139 | $6.00K | 0.00% | +14+11.2% | Added |
| Institutional & Family Asset Management, LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 131 | $6.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 158 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 162 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 167 | $8.00K | 0.00% | −143−46.1% | Reduced |
| Brown Brothers Harriman & Co | 178 | $8.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 170 | $8.00K | 0.00% | +100+142.9% | Added |
| Meridian Wealth Partners, LLC | 185 | $8.00K | 0.00% | +185 | New |
| Coastal Capital Group, Inc. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 189 | $9.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 191 | $9.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 195 | $9.00K | 0.01% | +102+109.7% | Added |
| JJJ Advisors Inc. | 205 | $9.00K | 0.00% | +90+78.3% | Added |
| Jones Financial Companies LLLP | 227 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 212 | $10.0K | 0.00% | −30−12.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 250 | $11.0K | 0.01% | −1,000−80.0% | Reduced |
| Vigilant Capital Management, LLC | 233 | $11.0K | 0.00% | +233 | New |
| TD Ameritrade Investment Management, LLC | 550 | $12.0K | 0.00% | +226+69.8% | Added |
| Creative Financial Designs Inc | 271 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 265 | $12.0K | 0.00% | +181+215.5% | Added |
| C M Bidwell & Associates Ltd | 277 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 281 | $13.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 268 | $14.0K | 0.00% | +6+2.3% | Added |
| Investors Research Corp | 300 | $14.0K | 0.00% | +298+14,900.0% | Added |
| Financial Management Professionals, Inc. | 302 | $14.0K | 0.00% | +302 | New |
| NEXT Financial Group, Inc | 391 | $18.0K | 0.00% | −46−10.5% | Reduced |
| Global Retirement Partners, LLC | 426 | $19.0K | 0.00% | −71−14.3% | Reduced |
| Counterpoint Mutual Funds LLC | 422 | $19.0K | 0.02% | +422 | New |
| Lindbrook Capital, LLC | 445 | $20.0K | 0.01% | +97+27.9% | Added |
| Truvestments Capital LLC | 449 | $21.0K | 0.01% | +50+12.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 470 | $22.0K | 0.01% | +470 | New |
| Liberty Wealth Management LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 500 | $23.0K | 0.00% | +500 | New |
| Private Ocean, LLC | 500 | $23.0K | 0.00% | +500 | New |
| Glen Eagle Advisors, LLC | 526 | $24.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 549 | $26.0K | 0.01% | −21−3.7% | Reduced |
| Quadrant Capital Group LLC | 570 | $26.0K | 0.00% | +198+53.2% | Added |
| Glassman Wealth Services | 587 | $27.0K | 0.01% | +533+987.0% | Added |
| Brewin Dolphin Wealth Management Ltd | 600 | $27.5K | 0.00% | +300+100.0% | Added |
| Ellevest, Inc. | 705 | $32.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 705 | $32.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 789 | $36.0K | 0.00% | +789 | New |
| Parallel Advisors, LLC | 871 | $40.0K | 0.00% | +214+32.6% | Added |
| Acadian Asset Management LLC | 920 | $42.0K | 0.00% | −1,778−65.9% | Reduced |
| Deseret Mutual Benefit Administrators | 921 | $42.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 934 | $43.0K | 0.01% | +934 | New |
| Jackson, Grant Investment Advisers, Inc. | 986 | $45.0K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 1,000 | $46.0K | 0.00% | −154−13.3% | Reduced |
| Sargent Bickham Lagudis LLC | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,000 | $46.0K | 0.03% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,000 | $46.0K | 0.01% | +1,000 | New |
| Duncker Streett & Co Inc | 1,095 | $50.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,173 | $54.0K | 0.02% | −2,140−64.6% | Reduced |
| Sonora Investment Management, LLC | 1,198 | $55.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1,276 | $58.0K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 1,301 | $60.0K | 0.00% | −1,738−57.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,404 | $64.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,548 | $71.0K | 0.02% | 00.0% | Unchanged |