| Albion Financial Group | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11 | $664 | 0.00% | −22−66.7% | Reduced |
| Clearstead Advisors, LLC | 24 | $1.00K | 0.00% | +1+4.3% | Added |
| Rise Advisors, LLC | 21 | $1.00K | 0.00% | +1+5.0% | Added |
| GHP Investment Advisors, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 22 | $1.34K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 40 | $2.00K | 0.00% | −10−20.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 38 | $2.00K | 0.00% | +38 | New |
| Bell Investment Advisors, Inc | 38 | $2.00K | 0.00% | +38 | New |
| Kelly Financial Services LLC | 37 | $2.26K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 57 | $3.00K | 0.00% | +10+21.3% | Added |
| Gradient Investments LLC | 44 | $3.00K | 0.00% | +4+10.0% | Added |
| Avion Wealth | 43 | $3.00K | 0.00% | +43 | New |
| CoreCap Advisors, LLC | 46 | $3.00K | 0.00% | +46 | New |
| Bramshill Investments, LLC | 49 | $4.00K | 0.00% | −9,438−99.5% | Reduced |
| AdvisorNet Financial, Inc | 58 | $4.00K | 0.00% | −311−84.3% | Reduced |
| Ahrens Investment Partners LLC | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 68 | $4.15K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 106 | $6.00K | 0.01% | +6+6.0% | Added |
| JNBA Financial Advisors | 102 | $6.00K | 0.00% | +92+920.0% | Added |
| Raleigh Capital Management Inc. | 117 | $7.00K | 0.00% | −48−29.1% | Reduced |
| BerganKDV Wealth Management, LLC | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 118 | $7.00K | 0.00% | +55+87.3% | Added |
| Trust Co of Vermont | 121 | $7.00K | 0.00% | +121 | New |
| Advanced Research Investment Solutions, LLC | 137 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 137 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 130 | $8.00K | 0.00% | +1+0.8% | Added |
| Strategic Asset Management, LLC | 130 | $8.00K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 155 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 109 | $9.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 150 | $9.00K | 0.00% | +150 | New |
| Jones Financial Companies LLLP | 172 | $10.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 165 | $10.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 158 | $10.0K | 0.00% | +8+5.3% | Added |
| Ellevest, Inc. | 162 | $10.0K | 0.00% | +162 | New |
| Halpern Financial, Inc. | 186 | $11.3K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 211 | $12.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $12.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 192 | $12.0K | 0.00% | −10−5.0% | Reduced |
| Heritage Wealth Advisors | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 200 | $12.0K | 0.00% | +200 | New |
| Schubert & Co | 201 | $12.0K | 0.01% | +201 | New |
| FinTrust Capital Advisors, LLC | 230 | $13.0K | 0.00% | +68+42.0% | Added |
| HHM Wealth Advisors, LLC | 180 | $13.0K | 0.00% | +146+429.4% | Added |
| HC Financial Advisors Inc | 207 | $13.0K | 0.01% | +207 | New |
| Johnson Financial Group, Inc. | 222 | $14.0K | 0.00% | −300−57.5% | Reduced |
| Ten Capital Wealth Advisors, LLC | 229 | $14.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 243 | $15.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 265 | $16.0K | 0.00% | −204−43.5% | Reduced |
| Wolff Wiese Magana LLC | 266 | $16.0K | 0.01% | −10−3.6% | Reduced |
| Sageworth Trust Co of South Dakota | 255 | $16.0K | 0.03% | +150+142.9% | Added |
| Pin Oak Investment Advisors Inc | 282 | $17.0K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 285 | $17.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 303 | $18.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $18.0K | 0.01% | +300 | New |
| CIBC Private Wealth Group, LLC | 305 | $19.0K | 0.00% | −22−6.7% | Reduced |
| Financial Management Professionals, Inc. | 317 | $19.0K | 0.00% | +67+26.8% | Added |
| Quintet Private Bank (Europe) S.A. | 295 | $19.1K | 0.00% | +295 | New |
| Stonebridge Capital Advisors LLC | 331 | $20.0K | 0.00% | −88−21.0% | Reduced |
| Professional Financial Advisors, LLC | 329 | $20.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 328 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 335 | $20.0K | 0.00% | +135+67.5% | Added |
| Clearview Wealth Advisors LLC | 351 | $21.0K | 0.02% | +21+6.4% | Added |
| Heritage Wealth Management, LLC | 346 | $21.1K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 361 | $22.0K | 0.00% | −36−9.1% | Reduced |
| Cedar Wealth Management, LLC | 355 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $24.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 388 | $24.0K | 0.00% | +92+31.1% | Added |
| CX Institutional | 400 | $24.0K | 0.00% | +400 | New |
| Financial Perspectives, Inc | 400 | $24.4K | 0.01% | +165+70.2% | Added |
| Key Financial Inc | 420 | $25.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 402 | $25.0K | 0.00% | +25+6.6% | Added |
| Central Bank & Trust Co | 429 | $26.0K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 431 | $26.0K | 0.02% | +431 | New |
| MUFG Americas Holdings Corp | 450 | $27.0K | 0.00% | 00.0% | Unchanged |