| JNBA Financial Advisors | 221 | $86.0K | 0.01% | −142−39.1% | Reduced |
| Aspire Private Capital, LLC | 216 | $84.0K | 0.03% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 213 | $83.1K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 212 | $83.0K | 0.02% | −58−21.5% | Reduced |
| Massmutual Trust Co FSB | 209 | $82.0K | 0.00% | +163+354.3% | Added |
| Anson Funds Management LP | 210 | $82.0K | 0.01% | +210 | New |
| Trust Co | 199 | $78.0K | 0.02% | −4−2.0% | Reduced |
| Evermay Wealth Management LLC | 200 | $78.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 200 | $78.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 201 | $78.0K | 0.00% | +43+27.2% | Added |
| Burleson & Company, LLC | 198 | $77.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 195 | $76.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 193 | $75.0K | 0.08% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 180 | $70.0K | 0.02% | +15+9.1% | Added |
| American Portfolios Advisors | 177 | $69.1K | 0.00% | −2,333−92.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 169 | $66.0K | 0.00% | −2,647−94.0% | Reduced |
| Sound Income Strategies, LLC | 165 | $64.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 160 | $62.4K | 0.02% | +150+1,500.0% | Added |
| First Horizon Advisors, Inc. | 147 | $58.0K | 0.00% | +1+0.7% | Added |
| Parkside Financial Bank & Trust | 147 | $57.0K | 0.02% | +10+7.3% | Added |
| Toth Financial Advisory Corp | 137 | $53.0K | 0.01% | −163−54.3% | Reduced |
| Lake Point Wealth Management | 124 | $48.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 120 | $47.0K | 0.00% | +120 | New |
| State of Wyoming | 120 | $47.0K | 0.02% | +120 | New |
| TCWP LLC | 121 | $47.0K | 0.01% | +121 | New |
| James Investment Research Inc | 115 | $45.0K | 0.00% | −135−54.0% | Reduced |
| Rational Advisors LLC | 114 | $44.0K | 0.00% | −2,542−95.7% | Reduced |
| Dividend Assets Capital, LLC | 110 | $43.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 109 | $43.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 106 | $41.0K | 0.01% | +106 | New |
| Byrne Asset Management LLC | 102 | $40.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 103 | $40.0K | 0.00% | +88+586.7% | Added |
| Riverview Trust Co | 100 | $39.0K | 0.03% | +100 | New |
| Sandy Spring Bank | 98 | $38.0K | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 98 | $38.0K | 0.00% | +98 | New |
| Cypress Capital Management LLC (WY) | 96 | $37.0K | 0.04% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 92 | $36.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 91 | $35.0K | 0.01% | +1+1.1% | Added |
| BDO Wealth Advisors, LLC | 85 | $33.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 81 | $32.0K | 0.01% | +41+102.5% | Added |
| Earnest Partners LLC | 80 | $31.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 79 | $31.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $31.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 79 | $31.0K | 0.01% | +11+16.2% | Added |
| Winch Advisory Services, LLC | 76 | $30.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77 | $30.0K | 0.00% | +1+1.3% | Added |
| Caldwell Trust Co | 75 | $29.3K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 75 | $29.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 72 | $28.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 67 | $26.0K | 0.00% | +11+19.6% | Added |
| WR Wealth Planners, LLC | 66 | $25.8K | 0.02% | +66 | New |
| Clear Street Markets LLC | 63 | $25.0K | 0.01% | +63 | New |
| Northern Oak Wealth Management Inc | 62 | $24.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 61 | $24.0K | 0.01% | +61 | New |
| Pinnacle Bancorp, Inc. | 60 | $23.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 60 | $23.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $23.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 56 | $22.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 57 | $22.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 54 | $21.1K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 53 | $21.0K | 0.00% | +53 | New |
| Global Financial Private Client, LLC | 50 | $19.8K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 49 | $19.1K | 0.01% | +5+11.4% | Added |
| Fieldpoint Private Securities, LLC | 46 | $18.0K | 0.00% | +5+12.2% | Added |
| Sutton Wealth Advisors Inc. | 42 | $16.4K | 0.01% | +6+16.7% | Added |
| Cullen/Frost Bankers, Inc. | 42 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 40 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 40 | $16.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 39 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 37 | $14.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 35 | $14.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 35 | $14.0K | 0.00% | +35 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $13.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 32 | $13.0K | 0.00% | +22+220.0% | Added |
| Heritage Wealth Management, LLC | 34 | $13.0K | 0.00% | +34 | New |
| Duncker Streett & Co Inc | 30 | $12.0K | 0.00% | +30 | New |
| American National Bank | 30 | $12.0K | 0.00% | +30 | New |
| St. Johns Investment Management Company, LLC | 27 | $11.0K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 28 | $11.0K | 0.00% | +3+12.0% | Added |
| Financial Management Professionals, Inc. | 27 | $11.0K | 0.00% | +16+145.5% | Added |
| Hoese & Co LLP | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 24 | $9.00K | 0.00% | −37−60.7% | Reduced |
| North Star Investment Management Corp. | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $8.00K | 0.01% | +20 | New |
| Raffa Wealth Management, LLC | 20 | $7.81K | 0.00% | +3+17.6% | Added |
| Altshuler Shaham Ltd | 15 | $6.00K | 0.00% | −7−31.8% | Reduced |
| Institutional & Family Asset Management, LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 9 | $4.00K | 0.00% | +9 | New |
| Gs Investments, Inc. | 11 | $4.00K | 0.00% | +11 | New |
| Column Capital Advisors, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $3.00K | 0.00% | +2+40.0% | Added |
| MCF Advisors LLC | 8 | $3.00K | 0.00% | +8 | New |
| Gradient Investments LLC | 4 | $2.00K | 0.00% | −1−20.0% | Reduced |
| Key Financial Inc | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $2.00K | 0.00% | +3+300.0% | Added |
