| Moisand Fitzgerald Tamayo, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $372 | 0.00% | – | New |
| Valley National Advisers Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $1.00K | 0.00% | +3+27.3% | Added |
| Lloyd Advisory Services, LLC. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 6 | $1.00K | 0.00% | +6 | New |
| Personal Wealth Partners | 12 | $1.00K | 0.00% | +12 | New |
| Credential Qtrade Securities Inc. | 16 | $1.98K | 0.00% | −160−90.9% | Reduced |
| Bogart Wealth, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 17 | $2.00K | 0.00% | +17 | New |
| Creative Financial Designs Inc | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $3.00K | 0.00% | +21 | New |
| Financial Perspectives, Inc | 26 | $3.24K | 0.00% | −3,102−99.2% | Reduced |
| Arcadia Investment Advisors LLC | 43 | $3.54K | 0.00% | +43 | New |
| Plante Moran Financial Advisors, LLC | 36 | $4.00K | 0.00% | −13−26.5% | Reduced |
| Clearstead Advisors, LLC | 31 | $4.00K | 0.00% | +23+287.5% | Added |
| First National Bank of South Miami | 35 | $4.00K | 0.00% | +35 | New |
| Red Door Wealth Management, LLC | 33 | $4.00K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 35 | $4.34K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 44 | $5.46K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 48 | $6.00K | 0.00% | +20+71.4% | Added |
| Ranger Investment Management, L.P. | 59 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 58 | $7.00K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 66 | $8.00K | 0.00% | +10+17.9% | Added |
| Resolute Partners Group | 64 | $8.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 71 | $8.80K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 75 | $9.00K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 72 | $9.00K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 76 | $9.00K | 0.00% | +39+105.4% | Added |
| MV Capital Management, Inc. | 71 | $9.00K | 0.00% | +59+491.7% | Added |
| Global Wealth Management Investment Advisory, Inc. | 80 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 80 | $10.0K | 0.00% | +80 | New |
| Eagle Bay Advisors LLC | 77 | $10.0K | 0.01% | +77 | New |
| Sutton Wealth Advisors Inc. | 86 | $10.7K | 0.00% | +9+11.7% | Added |
| MUFG Americas Holdings Corp | 86 | $11.0K | 0.00% | −334−79.5% | Reduced |
| Tarbox Family Office, Inc. | 86 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 87 | $11.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 101 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 98 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 93 | $12.0K | 0.00% | +60+181.8% | Added |
| Trust Co of Vermont | 100 | $12.0K | 0.00% | +100 | New |
| West Branch Capital LLC | 98 | $12.0K | 0.01% | +98 | New |
| Wealth Quarterback LLC | 95 | $12.0K | 0.01% | +95 | New |
| Savior LLC | 102 | $13.0K | 0.01% | −129−55.8% | Reduced |
| HHM Wealth Advisors, LLC | 116 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 114 | $14.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 111 | $14.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 114 | $14.0K | 0.00% | +114 | New |
| JJJ Advisors Inc. | 123 | $15.0K | 0.01% | −8−6.1% | Reduced |
| First Horizon Corp | 126 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 119 | $15.0K | 0.01% | −6−4.8% | Reduced |
| Accel Wealth Management | 124 | $15.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 125 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 125 | $16.0K | 0.01% | +125 | New |
| Norway Savings Bank | 128 | $16.0K | 0.01% | +128 | New |
| BBVA USA | 137 | $17.0K | 0.00% | +137 | New |
| Brewin Dolphin Ltd | 144 | $17.9K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 150 | $18.6K | 0.01% | −50−25.0% | Reduced |
| Itau Unibanco Holding S.A. | 156 | $19.0K | 0.00% | −117,244−99.9% | Reduced |
| Earnest Partners LLC | 156 | $19.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 150 | $19.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 152 | $19.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 158 | $20.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 180 | $22.0K | 0.01% | +180 | New |
| Heritage Wealth Management, LLC | 174 | $22.0K | 0.01% | +174 | New |
| Lenox Wealth Advisors, LLC | 185 | $23.0K | 0.00% | −34−15.5% | Reduced |
| Fred Alger Management, LLC | 185 | $23.0K | 0.00% | +185 | New |
| Patriot Financial Group Insurance Agency, LLC | 190 | $24.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 200 | $25.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 207 | $26.0K | 0.02% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 210 | $26.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 210 | $26.0K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 219 | $27.0K | 0.01% | +6+2.8% | Added |
| Catalyst Capital Advisors LLC | 219 | $27.0K | 0.00% | +8+3.8% | Added |
| Glassman Wealth Services | 223 | $28.0K | 0.01% | +20+9.9% | Added |
| Johnson Financial Group, Inc. | 224 | $28.0K | 0.00% | +168+300.0% | Added |
| Prestige Wealth Management Group LLC | 237 | $29.0K | 0.01% | −641−73.0% | Reduced |
| Gradient Investments LLC | 232 | $29.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 235 | $29.1K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 249 | $31.0K | 0.00% | −51−17.0% | Reduced |
| Atlas Capital Advisors LLC | 250 | $31.0K | 0.01% | +8+3.3% | Added |
| Capital Directions Investment Advisors, LLC | 261 | $32.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 256 | $32.0K | 0.01% | +256 | New |