| Sofos Investments, Inc. | 292 | $256 | 0.00% | +292 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $306 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 2 | $584 | 0.00% | −109−98.2% | Reduced |
| USA Financial Portformulas Corp | 2 | $584 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2 | $584 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $589 | 0.00% | +2 | New |
| Coppell Advisory Solutions LLC | 3 | $866 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $876 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $1.17K | 0.00% | +2+100.0% | Added |
| Y.D. More Investments Ltd | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4 | $1.17K | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5 | $1.57K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 7 | $2.04K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $2.04K | 0.00% | +1+16.7% | Added |
| Atlas Capital Advisors LLC | 8 | $2.33K | 0.00% | −460−98.3% | Reduced |
| Column Capital Advisors, LLC | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $2.34K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $2.63K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 10 | $2.92K | 0.00% | −2−16.7% | Reduced |
| Avion Wealth | 15 | $3.00K | 0.00% | +12+400.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 11 | $3.21K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 11 | $3.21K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 11 | $3.21K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 11 | $3.21K | 0.00% | +11 | New |
| Washington Trust Advisors, Inc. | 11 | $3.21K | 0.00% | +11 | New |
| Atticus Wealth Management, LLC | 12 | $3.50K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 12 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 15 | $4.00K | 0.00% | +15 | New |
| WR Wealth Planners, LLC | 14 | $4.09K | 0.00% | +12+600.0% | Added |
| Raffa Wealth Management, LLC | 17 | $4.96K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $5.55K | 0.00% | +15+375.0% | Added |
| Cassady Schiller Wealth Management, LLC | 20 | $5.84K | 0.00% | +20 | New |
| Hazlett, Burt & Watson, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 25 | $7.00K | 0.00% | −10−28.6% | Reduced |
| ClariVest Asset Management LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $7.30K | 0.00% | −4−13.8% | Reduced |
| North Star Investment Management Corp. | 25 | $7.30K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 25 | $7.30K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 27 | $7.84K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 27 | $7.88K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 29 | $8.53K | 0.00% | +13+81.3% | Added |
| Duncker Streett & Co Inc | 30 | $8.76K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 31 | $9.05K | 0.00% | +31 | New |
| Financial Avengers, Inc. | 32 | $9.41K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $9.63K | 0.01% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 34 | $9.92K | 0.00% | +34 | New |
| Register Financial Advisors LLC | 35 | $10.2K | 0.01% | +35 | New |
| Financial Management Professionals, Inc. | 37 | $11.0K | 0.00% | +12+48.0% | Added |
| Harbor Investment Advisory, LLC | 39 | $11.4K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 39 | $11.4K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 41 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 42 | $12.0K | 0.00% | +41+4,100.0% | Added |
| Hall Laurie J Trustee | 40 | $12.0K | 0.00% | +40 | New |
| Baker Avenue Asset Management, LP | 43 | $12.5K | 0.00% | +10+30.3% | Added |
| Riverview Trust Co | 45 | $13.1K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 47 | $13.7K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 48 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $14.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $14.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 55 | $16.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 58 | $16.9K | 0.00% | +2+3.6% | Added |
| Kelly Financial Services LLC | 59 | $17.1K | 0.01% | +1+1.7% | Added |
| Legacy Bridge, LLC | 59 | $17.2K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 60 | $17.5K | 0.00% | +25+71.4% | Added |
| DB Wealth Management Group, LLC | 60 | $17.5K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $17.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $17.6K | 0.00% | +24+66.7% | Added |
| Dividend Assets Capital, LLC | 63 | $18.0K | 0.00% | −157−71.4% | Reduced |
| TD Ameritrade Investment Management, LLC | 62 | $18.0K | 0.00% | −18−22.5% | Reduced |
| Bell Investment Advisors, Inc | 63 | $18.4K | 0.00% | −5−7.4% | Reduced |
| Core Alternative Capital | 65 | $18.8K | 0.00% | +1+1.6% | Added |
| Natixis | 68 | $19.8K | 0.00% | +68 | New |
| Gradient Investments LLC | 74 | $21.5K | 0.00% | −141−65.6% | Reduced |
| Beacon Capital Management, LLC | 75 | $21.9K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 79 | $23.1K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 80 | $23.4K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 82 | $24.0K | 0.01% | +1+1.2% | Added |
| Brown Brothers Harriman & Co | 85 | $24.8K | 0.00% | −41−32.5% | Reduced |
| Sunbelt Securities, Inc. | 87 | $25.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 90 | $26.3K | 0.01% | +60+200.0% | Added |
| MV Capital Management, Inc. | 95 | $27.7K | 0.00% | +6+6.7% | Added |
| Smithfield Trust Co | 92 | $28.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 96 | $28.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 97 | $28.3K | 0.00% | −5−4.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 97 | $28.5K | 0.00% | +3+3.2% | Added |
| First Horizon Advisors, Inc. | 98 | $28.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 98 | $28.6K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $29.2K | 0.00% | −13−11.5% | Reduced |
| American National Bank | 100 | $29.2K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $29.2K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $29.2K | 0.01% | +100 | New |
| Global Financial Private Client, LLC | 100 | $29.3K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 102 | $30.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 103 | $30.1K | 0.02% | +103 | New |
| DT Investment Partners, LLC | 110 | $30.7K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 106 | $31.1K | 0.01% | +1+1.0% | Added |
| Crewe Advisors LLC | 115 | $33.6K | 0.00% | −90−43.9% | Reduced |