| Sound Income Strategies, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1 | $0 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $368 | 0.00% | – | – |
| HM Payson & Co | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Column Capital Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | +4 | New |
| KB Financial Partners, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Eagle Bay Advisors LLC | 8 | $2.00K | 0.00% | −16−66.7% | Reduced |
| Evoke Wealth, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $2.00K | 0.00% | +5 | New |
| Schubert & Co | 5 | $2.00K | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Tyler-Stone Wealth Management | 5 | $2.00K | 0.00% | +5 | New |
| Country Trust Bank | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $3.00K | 0.00% | +9 | New |
| Baldwin Brothers Inc | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 11 | $4.00K | 0.00% | +11 | New |
| EverSource Wealth Advisors, LLC | 11 | $4.00K | 0.00% | +11 | New |
| Core Alternative Capital | 11 | $4.00K | 0.00% | +11 | New |
| IMA Wealth, Inc. | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $6.00K | 0.00% | −91−85.0% | Reduced |
| Alaethes Wealth LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 15 | $6.00K | 0.00% | +15 | New |
| Adirondack Trust Co | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $8.00K | 0.00% | +2+10.0% | Added |
| HighMark Wealth Management LLC | 21 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 21 | $8.00K | 0.00% | +3+16.7% | Added |
| Toth Financial Advisory Corp | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $9.58K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 27 | $10.0K | 0.00% | −10−27.0% | Reduced |
| Ahrens Investment Partners LLC | 26 | $10.0K | 0.00% | +26 | New |
| Manchester Capital Management LLC | 30 | $11.0K | 0.00% | −20−40.0% | Reduced |
| Burleson & Company, LLC | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 32 | $12.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 32 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 34 | $12.5K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 40 | $15.0K | 0.00% | −6,825−99.4% | Reduced |
| BerganKDV Wealth Management, LLC | 41 | $15.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 43 | $16.0K | 0.00% | +3+7.5% | Added |
| Tarbox Family Office, Inc. | 47 | $17.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 45 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 47 | $17.0K | 0.01% | +47 | New |
| Hartford Financial Management Inc. | 50 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 51 | $19.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 51 | $19.0K | 0.00% | +18+54.5% | Added |
| Snowden Capital Advisors LLC | 65 | $23.0K | 0.00% | +65 | New |
| Wagner Wealth Management, LLC | 66 | $24.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 66 | $24.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 73 | $26.0K | 0.00% | +73 | New |
| Farmers & Merchants Investments Inc | 78 | $29.0K | 0.00% | −3−3.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 80 | $29.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 85 | $31.0K | 0.00% | +17+25.0% | Added |
| Confluence Wealth Services, Inc. | 85 | $31.0K | 0.01% | +85 | New |
| Harbour Investments, Inc. | 88 | $32.0K | 0.00% | −80−47.6% | Reduced |
| Lenox Wealth Advisors, LLC | 88 | $32.0K | 0.00% | +8+10.0% | Added |
| Cambridge Trust Co | 91 | $34.0K | 0.00% | +91 | New |
| CVA Family Office, LLC | 95 | $35.0K | 0.01% | +95 | New |
| Lowe Wealth Advisors, LLC | 100 | $37.0K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 109 | $40.0K | 0.00% | −172−61.2% | Reduced |
| Zions Bancorporation, N.A. | 108 | $40.0K | 0.00% | −1−0.9% | Reduced |
| Geneos Wealth Management Inc. | 109 | $40.0K | 0.00% | +56+105.7% | Added |
| Amplius Wealth Advisors, LLC | 110 | $40.0K | 0.01% | +110 | New |
| West Paces Advisors Inc. | 116 | $42.7K | 0.01% | +61+110.9% | Added |
| Carroll Financial Associates, Inc. | 116 | $43.0K | 0.00% | −2−1.7% | Reduced |
| Valley National Advisers Inc | 119 | $44.0K | 0.01% | −1−0.8% | Reduced |
| Clear Investment Research, LLC | 125 | $46.0K | 0.07% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 127 | $47.0K | 0.01% | −45−26.2% | Reduced |
| Fred Alger Management, LLC | 137 | $50.0K | 0.00% | +72+110.8% | Added |
| Arlington Partners LLC | 139 | $51.0K | 0.01% | +139 | New |
| Northwest Investment Counselors, LLC | 145 | $53.0K | 0.01% | +145 | New |
| Duncker Streett & Co Inc | 146 | $54.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 147 | $54.0K | 0.01% | +12+8.9% | Added |
| Private Ocean, LLC | 149 | $55.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 150 | $55.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 154 | $57.0K | 0.01% | +22+16.7% | Added |
| Massmutual Trust Co FSB | 170 | $63.0K | 0.00% | +3+1.8% | Added |
| Hudock, Inc. | 175 | $64.0K | 0.02% | −28−13.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 175 | $64.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 185 | $68.0K | 0.02% | −1−0.5% | Reduced |
| Itau Unibanco Holding S.A. | 187 | $69.0K | 0.00% | −172−47.9% | Reduced |
| Sandy Spring Bank | 188 | $69.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 195 | $72.0K | 0.01% | +195 | New |
| Logan Capital Management Inc | 197 | $73.0K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 200 | $73.0K | 0.03% | +200 | New |
| Sargent Bickham Lagudis LLC | 210 | $77.0K | 0.01% | +10+5.0% | Added |
| Altshuler Shaham Ltd | 215 | $79.0K | 0.00% | +215 | New |