| Householder Group Estate & Retirement Specialist, LLC | 267 | $0 | 0.00% | −650−70.9% | Reduced |
| AlphaMark Advisors, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 65 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 57 | $0 | 0.00% | +23+67.6% | Added |
| VitalStone Financial, LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 258 | $0 | 0.00% | +258 | New |
| Ronald Blue Trust, Inc. | 81 | $0 | 0.00% | +81 | New |
| Private Ocean, LLC | 1 | $2 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $3 | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 2 | $4 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 4 | $10 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 5 | $12 | 0.00% | +5 | New |
| Motco | 6 | $15 | 0.00% | +6 | New |
| JNBA Financial Advisors | 7 | $18 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 10 | $20 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 19 | $47 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 20 | $49 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 25 | $61 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $64 | 0.00% | −30−53.6% | Reduced |
| Northwest Capital Management Inc | 27 | $66 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 27 | $66 | 0.00% | +27 | New |
| Aspect Partners, LLC | 27 | $66 | 0.00% | +27 | New |
| ZRC Wealth Management, LLC | 38 | $69 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $88 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 44 | $108 | 0.00% | +2+4.8% | Added |
| AllSquare Wealth Management LLC | 50 | $123 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 54 | $133 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 64 | $157 | 0.00% | −7−9.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 45 | $157 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 110 | $215 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 99 | $243 | 0.00% | −7−6.6% | Reduced |
| Archer Investment Corp | 100 | $245 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $245 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $245 | 0.00% | +100 | New |
| Davis Capital Management | 100 | $245 | 0.00% | +100 | New |
| Tennessee Valley Asset Management Partners | 100 | $245 | 0.00% | +100 | New |
| Able Wealth Management LLC | 108 | $265 | 0.00% | +108 | New |
| Chesapeake Asset Management LLC | 110 | $269 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 116 | $284 | 0.00% | −8−6.5% | Reduced |
| Barrett & Company, Inc. | 125 | $306 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 140 | $343 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 145 | $355 | 0.00% | −473−76.5% | Reduced |
| Tidemark, LLC | 151 | $370 | 0.00% | +151 | New |
| Winthrop Capital Management, LLC | 152 | $372 | 0.00% | +152 | New |
| Baystate Wealth Management LLC | 159 | $390 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 160 | $392 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 170 | $416 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 180 | $441 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 185 | $453 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 200 | $490 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $490 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $490 | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 225 | $551 | 0.00% | +225 | New |
| JJJ Advisors Inc. | 231 | $566 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 238 | $583 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 250 | $613 | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 250 | $613 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 250 | $613 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 296 | $725 | 0.00% | −10−3.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 300 | $735 | 0.00% | +300 | New |
| EverSource Wealth Advisors, LLC | 305 | $747 | 0.00% | −1,695−84.8% | Reduced |
| Tucker Asset Management LLC | 314 | $769 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 341 | $835 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 310 | $946 | 0.00% | +50+19.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 400 | $1.00K | 0.00% | −3−0.7% | Reduced |
| Focused Wealth Management, Inc | 436 | $1.07K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 450 | $1.10K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 450 | $1.10K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 600 | $1.15K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 475 | $1.16K | 0.00% | +475 | New |
| Quent Capital, LLC | 507 | $1.24K | 0.00% | +204+67.3% | Added |
| Huntington National Bank | 550 | $1.35K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 574 | $1.41K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 625 | $1.53K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 635 | $1.56K | 0.00% | −546−46.2% | Reduced |
| Parallel Advisors, LLC | 671 | $1.64K | 0.00% | +149+28.5% | Added |
| McIlrath & Eck, LLC | 719 | $1.76K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 720 | $1.76K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 750 | $1.84K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 800 | $1.96K | 0.00% | +800 | New |
| Capital Analysts, LLC | 1,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 1,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 772 | $2.00K | 0.00% | +2+0.3% | Added |
| Bangor Savings Bank | 928 | $2.27K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 973 | $2.38K | 0.00% | +973 | New |
| Insight Financial Services | 1,000 | $2.45K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,000 | $2.45K | 0.00% | +1,000 | New |
| Arrow Financial Corp | 1,057 | $2.59K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,500 | $3.67K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 1,529 | $3.75K | 0.00% | +1,529 | New |
| Northwestern Mutual Wealth Management Co | 1,555 | $3.81K | 0.00% | −347−18.2% | Reduced |
| Advisory Services Network, LLC | 1,633 | $4.00K | 0.00% | +1,633 | New |
| Quadrant Capital Group LLC | 1,824 | $4.47K | 0.00% | +1,624+812.0% | Added |
| The PNC Financial Services Group, Inc. | 1,959 | $4.80K | 0.00% | +931+90.6% | Added |
| Gould Capital, LLC | 2,010 | $4.92K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,216 | $5.43K | 0.00% | −230−9.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 2,345 | $5.75K | 0.00% | +80+3.5% | Added |
| Westside Investment Management, Inc. | 2,500 | $6.13K | 0.00% | −7,800−75.7% | Reduced |
| Larson Financial Group LLC | 2,500 | $6.13K | 0.00% | 00.0% | Unchanged |