| Bell Investment Advisors, Inc | 3 | $0 | 0.00% | −20−87.0% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| Iron Horse Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Curi Capital | 5 | $0 | 0.00% | +5 | New |
| Sandy Cove Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 1 | $155 | 0.00% | – | – |
| Rise Advisors, LLC | 6 | $902 | 0.00% | +6 | New |
| Tradewinds Capital Management, LLC | 5 | $1.00K | 0.00% | −31−86.1% | Reduced |
| Eagle Bay Advisors LLC | 8 | $1.00K | 0.00% | −8−50.0% | Reduced |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Ford Financial Group, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Core Alternative Capital | 8 | $1.00K | 0.00% | +8 | New |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | +5 | New |
| High Net Worth Advisory Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 9 | $1.40K | 0.00% | −3−25.0% | Reduced |
| Kelly Financial Services LLC | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 14 | $2.00K | 0.00% | −5,458−99.7% | Reduced |
| Baystate Wealth Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $2.00K | 0.00% | +10 | New |
| Schubert & Co | 14 | $2.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 18 | $2.79K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 22 | $3.00K | 0.00% | −23−51.1% | Reduced |
| Front Row Advisors LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 19 | $3.00K | 0.00% | +19 | New |
| TAP Consulting, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Piscataqua Savings Bank | 20 | $3.00K | 0.00% | +20 | New |
| West Paces Advisors Inc. | 22 | $3.41K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 28 | $4.00K | 0.00% | −13−31.7% | Reduced |
| Whittier Trust Co | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 25 | $4.00K | 0.00% | −4−13.8% | Reduced |
| Johnson Midwest Financial, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 23 | $4.00K | 0.00% | +12+109.1% | Added |
| Addison Advisors LLC | 25 | $4.00K | 0.00% | +25 | New |
| Strategic Asset Management, LLC | 35 | $5.00K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 35 | $5.00K | 0.00% | +35 | New |
| Motco | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 36 | $6.00K | 0.00% | +36 | New |
| Steward Financial Group LLC | 42 | $6.00K | 0.01% | +42 | New |
| Tilia Fiduciary Partners, Inc. | 36 | $6.00K | 0.00% | +36 | New |
| Whittier Trust Co of Nevada Inc | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 50 | $8.00K | 0.00% | −3,200−98.5% | Reduced |
| Loomis Sayles & Co L P | 54 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $8.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 50 | $8.00K | 0.01% | +50 | New |
| Byrne Asset Management LLC | 56 | $9.00K | 0.01% | +56 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 70 | $10.0K | 0.03% | +70 | New |
| HHM Wealth Advisors, LLC | 64 | $10.0K | 0.00% | +64 | New |
| Larson Financial Group LLC | 69 | $11.0K | 0.00% | −56−44.8% | Reduced |
| Tarbox Family Office, Inc. | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 71 | $11.0K | 0.00% | +71 | New |
| Amplius Wealth Advisors, LLC | 71 | $11.0K | 0.00% | +71 | New |
| Toth Financial Advisory Corp | 80 | $12.0K | 0.00% | −180−69.2% | Reduced |
| NewSquare Capital LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 82 | $13.0K | 0.01% | −40−32.8% | Reduced |
| Optimum Investment Advisors | 85 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 87 | $13.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $13.0K | 0.00% | +20+31.7% | Added |
| Catalyst Capital Advisors LLC | 91 | $14.0K | 0.00% | −8−8.1% | Reduced |
| TFC Financial Management | 88 | $14.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 93 | $14.0K | 0.00% | +93 | New |
| Arlington Partners LLC | 97 | $15.0K | 0.00% | −222−69.6% | Reduced |
| Motley Fool Asset Management LLC | 96 | $15.0K | 0.00% | +96 | New |
| Retirement Planning Co of New England, Inc. | 100 | $15.0K | 0.01% | +100 | New |
| Graves-Light Private Wealth Management, Inc. | 106 | $16.0K | 0.00% | −212−66.7% | Reduced |
| Creative Financial Designs Inc | 100 | $16.0K | 0.00% | −45−31.0% | Reduced |
| Holloway Wealth Management, LLC | – | $16.0K | 0.00% | – | – |
| Winch Advisory Services, LLC | 102 | $16.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 106 | $16.0K | 0.00% | +100+1,666.7% | Added |
| Beaird Harris Wealth Management, LLC | 100 | $16.0K | 0.01% | +100 | New |
| Aspire Private Capital, LLC | 111 | $17.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 115 | $18.0K | 0.00% | −2,501−95.6% | Reduced |
| Vigilant Capital Management, LLC | 114 | $18.0K | 0.00% | −700−86.0% | Reduced |
| Optiver Holding B.V. | 115 | $18.0K | 0.00% | +115 | New |
| Carroll Financial Associates, Inc. | 124 | $19.0K | 0.00% | −259−67.6% | Reduced |
| Ellevest, Inc. | 124 | $19.0K | 0.00% | −174−58.4% | Reduced |
| Investors Research Corp | 120 | $19.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 124 | $19.0K | 0.00% | +10+8.8% | Added |
| Covington Capital Management | 128 | $20.0K | 0.00% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 132 | $20.0K | 0.02% | +132 | New |
| Fortitude Advisory Group L.L.C. | 128 | $20.0K | 0.01% | +128 | New |
| Sterling Investment Advisors, Ltd. | 134 | $21.0K | 0.01% | 00.0% | Unchanged |
| James Reed Financial Services, Inc. | 145 | $22.0K | 0.02% | +145 | New |
| Zions Bancorporation, N.A. | 150 | $23.0K | 0.00% | −8−5.1% | Reduced |
| Endurance Wealth Management, Inc. | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 150 | $23.0K | 0.01% | +30+25.0% | Added |