| Activest Wealth Management | 4 | $272 | 0.00% | +4 | New |
| Carmel Capital Partners, LLC | 10 | $713 | 0.00% | +10 | New |
| Institutional & Family Asset Management, LLC | 15 | $1.03K | 0.00% | +15 | New |
| Okabena Investment Services Inc | 18 | $1.24K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 19 | $1.30K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 22 | $1.51K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 22 | $1.54K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $1.65K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 27 | $1.91K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 28 | $1.92K | 0.00% | +28 | New |
| Kalos Management, Inc. | 29 | $1.99K | 0.00% | +29 | New |
| Sawyer & Company, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 30 | $2.06K | 0.00% | +30 | New |
| True Wealth Design, LLC | 34 | $2.33K | 0.00% | +1+3.0% | Added |
| Thomas White International Ltd | 36 | $2.47K | 0.00% | +7+24.1% | Added |
| Sugarloaf Wealth Management, LLC | 37 | $2.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 40 | $2.74K | 0.00% | +40 | New |
| Aspire Private Capital, LLC | 41 | $2.81K | 0.00% | −2−4.7% | Reduced |
| AdvisorNet Financial, Inc | 42 | $2.88K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $3.00K | 0.00% | +40 | New |
| Gradient Investments LLC | 44 | $3.02K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 49 | $3.36K | 0.00% | +49 | New |
| Annapolis Financial Services, LLC | 49 | $3.36K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 50 | $3.43K | 0.00% | +50 | New |
| Clearstead Advisors, LLC | 50 | $3.46K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 60 | $4.12K | 0.00% | −6−9.1% | Reduced |
| Sofos Investments, Inc. | 69 | $4.44K | 0.19% | −2−2.8% | Reduced |
| Archer Investment Corp | 68 | $4.67K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 72 | $5.00K | 0.00% | +72 | New |
| Kelly Lawrence W & Associates Inc | 100 | $6.86K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $6.86K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $6.86K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 100 | $6.86K | 0.00% | +100 | New |
| Dividend Assets Capital, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 108 | $7.41K | 0.00% | −2,035−95.0% | Reduced |
| Beacon Capital Management, LLC | 109 | $7.48K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 112 | $7.68K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 114 | $7.82K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 115 | $7.89K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 118 | $8.10K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 118 | $8.10K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 120 | $8.26K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 123 | $8.44K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 128 | $8.78K | 0.00% | +36+39.1% | Added |
| JNBA Financial Advisors | 144 | $9.88K | 0.00% | +134+1,340.0% | Added |
| Highlander Capital Management, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 152 | $10.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 150 | $10.3K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 155 | $10.6K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 165 | $11.3K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 167 | $11.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 175 | $12.0K | 0.00% | −25−12.5% | Reduced |
| HHM Wealth Advisors, LLC | 178 | $12.2K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 185 | $12.7K | 0.01% | +185 | New |
| Halpern Financial, Inc. | 186 | $12.8K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 192 | $13.2K | 0.01% | +100+108.7% | Added |
| Bogart Wealth, LLC | 199 | $13.7K | 0.00% | +199 | New |
| Norwood Financial Corp | 200 | $13.7K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 211 | $14.0K | 0.00% | −36−14.6% | Reduced |
| Harvest Fund Management Co., Ltd | 205 | $14.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 214 | $14.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 238 | $16.3K | 0.00% | −58−19.6% | Reduced |
| Baker Avenue Asset Management, LP | 238 | $16.3K | 0.00% | +4+1.7% | Added |
| Crewe Advisors LLC | 238 | $16.3K | 0.00% | +4+1.7% | Added |
| Orion Capital Management LLC | 243 | $16.7K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 249 | $17.1K | 0.00% | −7−2.7% | Reduced |
| Sound Income Strategies, LLC | 253 | $17.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 258 | $17.7K | 0.00% | −11,953−97.9% | Reduced |
| Coston, McIsaac & Partners | 267 | $18.0K | 0.01% | +267 | New |
| Jones Financial Companies LLLP | 273 | $18.7K | 0.00% | +200+274.0% | Added |
| Manchester Capital Management LLC | 275 | $18.9K | 0.00% | +275 | New |
| Pin Oak Investment Advisors Inc | 282 | $19.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 292 | $20.0K | 0.01% | +292 | New |
| Quintet Private Bank (Europe) S.A. | 292 | $20.1K | 0.00% | +292 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $20.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $20.6K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 310 | $21.3K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 331 | $22.7K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 332 | $22.8K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 342 | $23.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 350 | $24.0K | 0.01% | +100+40.0% | Added |
| First Manhattan Co | 352 | $24.2K | 0.00% | −74−17.4% | Reduced |
| FinTrust Capital Advisors, LLC | 368 | $26.2K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 397 | $27.0K | 0.01% | +397 | New |
| Bourgeon Capital Management LLC | 400 | $27.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 408 | $28.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 425 | $28.2K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 422 | $29.0K | 0.00% | −8−1.9% | Reduced |
| Central Bank & Trust Co | 429 | $29.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 433 | $29.7K | 0.00% | +324+297.2% | Added |
| Tortoise Investment Management, LLC | 440 | $30.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 481 | $33.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 485 | $33.3K | 0.02% | 00.0% | Unchanged |
| Credit Agricole S A | 500 | $34.3K | 0.00% | −3,060−86.0% | Reduced |