| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | −10−66.7% | Reduced |
| Asset Dedication, LLC | 1 | $0 | 0.00% | +1 | New |
| Lenox Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $89 | 0.00% | – | New |
| Arcadia Investment Advisors LLC | 9 | $803 | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 11 | $977 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 21 | $1.00K | 0.00% | −6−22.2% | Reduced |
| Harbor Investment Advisory, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 9 | $1.00K | 0.00% | −7−43.8% | Reduced |
| Bellwether Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| USA Financial Portformulas Corp | 20 | $2.00K | 0.00% | −21,767−99.9% | Reduced |
| Standard Family Office LLC | 19 | $2.00K | 0.00% | −1,003−98.1% | Reduced |
| TD Ameritrade Investment Management, LLC | 23 | $2.00K | 0.00% | −137−85.6% | Reduced |
| First Bank & Trust | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19 | $2.00K | 0.00% | −1−5.0% | Reduced |
| Accel Wealth Management | 23 | $2.00K | 0.00% | +1+4.5% | Added |
| KB Financial Partners, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 25 | $2.00K | 0.00% | +25 | New |
| BerganKDV Wealth Management, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $4.00K | 0.00% | – | – |
| Strategic Blueprint, LLC | 49 | $4.00K | 0.00% | +49 | New |
| Raffa Wealth Management, LLC | 50 | $4.46K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 52 | $5.00K | 0.00% | −50−49.0% | Reduced |
| Versant Capital Management, Inc | 58 | $5.00K | 0.00% | −8−12.1% | Reduced |
| HighMark Wealth Management LLC | 51 | $5.00K | 0.00% | −10−16.4% | Reduced |
| HM Payson & Co | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 51 | $5.00K | 0.00% | +51 | New |
| First Horizon Corp | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 62 | $6.00K | 0.00% | +62 | New |
| Rosenberg Matthew Hamilton | 65 | $6.00K | 0.00% | +65 | New |
| JNBA Financial Advisors | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 76 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 91 | $8.00K | 0.00% | +82+911.1% | Added |
| Optimum Investment Advisors | 104 | $9.00K | 0.00% | +1+1.0% | Added |
| Clearview Wealth Advisors LLC | 104 | $9.00K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 100 | $9.00K | 0.00% | +100 | New |
| Carroll Financial Associates, Inc. | 116 | $10.0K | 0.00% | +16+16.0% | Added |
| Massmutual Trust Co FSB | 108 | $10.0K | 0.00% | +58+116.0% | Added |
| Castleview Partners, LLC | 111 | $10.0K | 0.00% | +111 | New |
| HBC Financial Services, PLLC | 120 | $10.0K | 0.01% | +120 | New |
| Optiver Holding B.V. | 111 | $10.0K | 0.00% | +111 | New |
| Arkadios Wealth Advisors | 134 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 144 | $13.0K | 0.00% | +144 | New |
| Patriot Financial Group Insurance Agency, LLC | 156 | $14.0K | 0.00% | +114+271.4% | Added |
| Albion Financial Group | 153 | $14.0K | 0.00% | +153 | New |
| IFP Advisors, Inc | 260 | $15.0K | 0.00% | −4,277−94.3% | Reduced |
| CWM, LLC | 164 | $15.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 169 | $15.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 180 | $16.0K | 0.00% | −785−81.3% | Reduced |
| Zions Bancorporation, N.A. | 181 | $16.0K | 0.00% | +3+1.7% | Added |
| Farmers & Merchants Investments Inc | 175 | $16.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 197 | $18.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 200 | $18.0K | 0.00% | +11+5.8% | Added |
| CVA Family Office, LLC | 205 | $18.0K | 0.01% | +55+36.7% | Added |
| Catalyst Capital Advisors LLC | 213 | $19.0K | 0.00% | −71,293−99.7% | Reduced |
| TCI Wealth Advisors, Inc. | 216 | $19.0K | 0.00% | +24+12.5% | Added |
| BBVA USA | 214 | $19.0K | 0.00% | +214 | New |
| AlphaMark Advisors, LLC | 215 | $19.0K | 0.01% | +215 | New |
| Atlas Capital Advisors LLC | 219 | $19.5K | 0.00% | −1,150−84.0% | Reduced |
| Prestige Wealth Management Group LLC | 225 | $20.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 230 | $20.5K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 244 | $21.0K | 0.00% | −3,036−92.6% | Reduced |
| Core Wealth Advisors, Inc. | 243 | $22.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 260 | $23.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 273 | $24.0K | 0.00% | −115−29.6% | Reduced |
| Hexavest Inc. | 270 | $24.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 265 | $24.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 282 | $25.0K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 289 | $26.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 298 | $27.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 313 | $28.0K | 0.01% | +32+11.4% | Added |
| Huntington National Bank | 324 | $29.0K | 0.00% | +6+1.9% | Added |
| Sittner & Nelson, LLC | 347 | $31.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 387 | $35.0K | 0.00% | −4,700−92.4% | Reduced |
| Paradigm, Strategies in Wealth Management, LLC | 400 | $36.0K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 449 | $39.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 450 | $40.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 475 | $42.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 465 | $42.0K | 0.01% | +39+9.2% | Added |
| Parkside Financial Bank & Trust | 483 | $43.0K | 0.01% | +5+1.0% | Added |
| Sandy Spring Bank | 511 | $46.0K | 0.00% | −400−43.9% | Reduced |
| Lindbrook Capital, LLC | 520 | $46.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 511 | $46.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 524 | $47.0K | 0.01% | +524 | New |
| Benjamin F. Edwards & Company, Inc. | 549 | $49.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 556 | $50.0K | 0.00% | −132−19.2% | Reduced |
| TD Private Client Wealth LLC | 590 | $52.7K | 0.00% | −3−0.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 610 | $54.0K | 0.01% | −203−25.0% | Reduced |
| Jones Financial Companies LLLP | 621 | $55.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 631 | $56.0K | 0.03% | −185−22.7% | Reduced |
| Harbour Investments, Inc. | 628 | $56.0K | 0.00% | −40−6.0% | Reduced |