| Northwestern Mutual Wealth Management Co | 3,266 | $58.8K | 0.00% | +2,053+169.2% | Added |
| Hantz Financial Services, Inc. | 3,162 | $57.0K | 0.00% | −665−17.4% | Reduced |
| Brookfield Asset Management Inc. | 2,993 | $53.9K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 2,947 | $53.1K | 0.00% | +2,947 | New |
| Parkside Financial Bank & Trust | 2,726 | $49.1K | 0.00% | −498−15.4% | Reduced |
| Fifth Third Bancorp | 2,183 | $39.3K | 0.00% | −133−5.7% | Reduced |
| Huntington National Bank | 2,151 | $38.7K | 0.00% | −840−28.1% | Reduced |
| Western Pacific Wealth Management, LP | 2,139 | $38.5K | 0.04% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 2,075 | $37.4K | 0.00% | +2,075 | New |
| Bullseye Investment Management, LLC | 2,051 | $36.9K | 0.02% | +2,051 | New |
| Orion Capital Management LLC | 2,000 | $36.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2,000 | $36.0K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 1,895 | $34.1K | 0.00% | −3,418−64.3% | Reduced |
| Heritage Wealth Advisors | 1,610 | $29.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,600 | $28.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 1,518 | $27.5K | 0.00% | +1,518 | New |
| Jackson, Grant Investment Advisers, Inc. | 1,500 | $27.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 1,496 | $26.9K | 0.00% | +908+154.4% | Added |
| Bayforest Capital Ltd | 1,489 | $26.8K | 0.02% | −8,258−84.7% | Reduced |
| Massmutual Trust Co FSB | 1,449 | $26.1K | 0.00% | +746+106.1% | Added |
| Murphy & Mullick Capital Management Corp | 1,408 | $25.4K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,380 | $24.9K | 0.00% | +1,380 | New |
| Pacific Center for Financial Services | 1,200 | $23.2K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 1,142 | $20.6K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,100 | $20.4K | 0.00% | −4,250−79.4% | Reduced |
| Atlantic Union Bankshares Corp | 1,107 | $19.9K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,051 | $18.9K | 0.02% | −95−8.3% | Reduced |
| Vision Retirement, LLC | 1,028 | $18.5K | 0.00% | +1,028 | New |
| Activest Wealth Management | 1,021 | $18.4K | 0.00% | +5+0.5% | Added |
| Washington Trust Advisors, Inc. | 1,000 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 1,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hurley Capital, LLC | 952 | $17.1K | 0.01% | −1,301−57.7% | Reduced |
| SOA Wealth Advisors, LLC. | 940 | $16.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 939 | $16.9K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 902 | $16.2K | 0.00% | +902 | New |
| Medallion Wealth Advisors, LLC | 845 | $15.2K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 806 | $15.0K | 0.00% | +806 | New |
| CoreCap Advisors, LLC | 811 | $14.6K | 0.00% | −126−13.4% | Reduced |
| Center for Financial Planning, Inc. | 805 | $14.5K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 800 | $14.4K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 800 | $14.4K | 0.00% | +800 | New |
| TD Waterhouse Canada Inc. | 800 | $14.4K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 798 | $14.4K | 0.00% | +22+2.8% | Added |
| Kilter Group LLC | 774 | $13.9K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 771 | $13.9K | 0.00% | −3,627−82.5% | Reduced |
| Mountain Hill Investment Partners Corp. | 760 | $13.7K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 746 | $13.4K | 0.00% | +746 | New |
| Cornerstone Planning Group LLC | 696 | $12.7K | 0.00% | +628+923.5% | Added |
| Wealth Preservation Advisors, LLC | 700 | $12.6K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 700 | $12.6K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 600 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $9.24K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 500 | $9.01K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 500 | $9.01K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 500 | $9.01K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 500 | $9.01K | 0.00% | +500 | New |
| Garton & Associates Financial Advisors LLC | 500 | $9.01K | 0.01% | +500 | New |
| Quent Capital, LLC | 493 | $8.88K | 0.00% | +149+43.3% | Added |
| TD Private Client Wealth LLC | 484 | $8.72K | 0.00% | +484 | New |
| Strive Financial Group ,LLC | 472 | $8.50K | 0.00% | +472 | New |
| Hilton Head Capital Partners, LLC | 472 | $8.50K | 0.00% | +472 | New |
| Cullen/Frost Bankers, Inc. | 470 | $8.46K | 0.00% | −2,835−85.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 449 | $8.09K | 0.01% | −1,989−81.6% | Reduced |
| Basecamp Wealth Advisors LLC | 436 | $7.85K | 0.00% | +436 | New |
| Montag A & Associates Inc | 400 | $7.40K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 405 | $7.29K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 400 | $7.20K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 398 | $7.17K | 0.00% | +88+28.4% | Added |
| WPG Advisers, LLC | 397 | $7.15K | 0.01% | −140−26.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 375 | $6.75K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 363 | $6.69K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 334 | $6.02K | 0.00% | +51+18.0% | Added |
| Root Financial Partners, LLC | 300 | $5.40K | 0.00% | +300 | New |
| Farmers & Merchants Investments Inc | 290 | $5.22K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 300 | $5.00K | 0.00% | −1,300−81.3% | Reduced |
| Evolution Wealth Management Inc. | 277 | $4.99K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 267 | $4.81K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 266 | $4.79K | 0.00% | −266−50.0% | Reduced |
| City State Bank | 260 | $4.68K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 250 | $4.50K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 244 | $4.39K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 230 | $4.14K | 0.00% | +230 | New |
| Country Trust Bank | 200 | $3.60K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $3.60K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $3.60K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $3.60K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 175 | $3.15K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 168 | $3.03K | 0.00% | −400−70.4% | Reduced |
| Cornerstone Financial Management LLC | 162 | $2.92K | 0.00% | +162 | New |
| Versant Capital Management, Inc | 157 | $2.83K | 0.00% | −727−82.2% | Reduced |
| Trust Co of Vermont | 157 | $2.83K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 146 | $2.63K | 0.00% | −46−24.0% | Reduced |
| Elequin Capital LP | 139 | $2.50K | 0.00% | +139 | New |
| Signature Equity Partners, LLC | 130 | $2.34K | 0.00% | +130 | New |
| Kingdom Financial Group LLC. | 128 | $2.31K | 0.00% | +128 | New |
| Caldwell Sutter Capital, Inc. | 122 | $2.20K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 118 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 115 | $2.07K | 0.00% | +44+62.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 115 | $2.07K | 0.00% | +115 | New |