| Wood Tarver Financial Group, LLC | 83 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 8 | $0 | 0.00% | −50−86.2% | Reduced |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | +10 | New |
| Quarry LP | 1 | $9 | 0.00% | −2,321−100.0% | Reduced |
| Eastern Bank | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2 | $17 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $17 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $26 | 0.00% | +1+50.0% | Added |
| JFS Wealth Advisors, LLC | 4 | $35 | 0.00% | −91−95.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $35 | 0.00% | −5−55.6% | Reduced |
| Pineridge Advisors LLC | 4 | $35 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $35 | 0.00% | +4 | New |
| Garde Capital, Inc. | 5 | $44 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 8 | $70 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $78 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $87 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 10 | $87 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $88 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 13 | $89 | 0.00% | +13 | New |
| Tradewinds Capital Management, LLC | 15 | $131 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 15 | $131 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $148 | 0.00% | +17 | New |
| Citizens National Bank Trust Department | 20 | $174 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $183 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 23 | $197 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 23 | $200 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 23 | $200 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 24 | $210 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 24 | $210 | 0.00% | +24 | New |
| Missouri Trust & Investment Co | 25 | $218 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 33 | $287 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 34 | $296 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 39 | $340 | 0.00% | +38+3,800.0% | Added |
| St Germain D J Co Inc | 39 | $340 | 0.00% | +39 | New |
| Rise Advisors, LLC | 40 | $348 | 0.00% | −150−78.9% | Reduced |
| FSA Wealth Management LLC | 40 | $348 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 49 | $359 | 0.00% | −526−91.5% | Reduced |
| Kilter Group LLC | 45 | $392 | 0.00% | +45 | New |
| Kozak & Associates, Inc. | 45 | $398 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $436 | 0.00% | −100−66.7% | Reduced |
| Fourth Dimension Wealth, LLC | 52 | $452 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 60 | $505 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 60 | $522 | 0.00% | +60 | New |
| Winch Advisory Services, LLC | 62 | $540 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 68 | $593 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 70 | $610 | 0.00% | −146−67.6% | Reduced |
| Parkside Financial Bank & Trust | 70 | $610 | 0.00% | +10+16.7% | Added |
| Cornerstone Planning Group LLC | 88 | $612 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 72 | $627 | 0.00% | −357−83.2% | Reduced |
| Bogart Wealth, LLC | 72 | $627 | 0.00% | −35−32.7% | Reduced |
| Massmutual Trust Co FSB | 74 | $645 | 0.00% | −633−89.5% | Reduced |
| Activest Wealth Management | 79 | $688 | 0.00% | −85−51.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 80 | $697 | 0.00% | −110−57.9% | Reduced |
| Anchor Investment Management, LLC | 80 | $697 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 80 | $697 | 0.00% | +80 | New |
| N.E.W. Advisory Services LLC | 92 | $801 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 97 | $845 | 0.00% | −69−41.6% | Reduced |
| Financial Perspectives, Inc | 97 | $845 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 101 | $880 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $889 | 0.00% | +84+466.7% | Added |
| Raffa Wealth Management, LLC | 103 | $897 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 107 | $932 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 118 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 152 | $1.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 120 | $1.02K | 0.00% | +119+11,900.0% | Added |
| Glen Eagle Advisors, LLC | 130 | $1.13K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 133 | $1.14K | 0.00% | −1,666−92.6% | Reduced |
| Dogwood Wealth Management LLC | 141 | $1.20K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 151 | $1.31K | 0.00% | +151 | New |
| Banque Transatlantique SA | 160 | $1.40K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 191 | $1.66K | 0.00% | −1,621−89.5% | Reduced |
| Private Wealth Management Group, LLC | 209 | $1.82K | 0.00% | +26+14.2% | Added |
| Truvestments Capital LLC | 212 | $1.85K | 0.00% | −10−4.5% | Reduced |
| Ronald Blue Trust, Inc. | 213 | $1.85K | 0.00% | −20−8.6% | Reduced |
| Barrett & Company, Inc. | 230 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 231 | $2.01K | 0.00% | +231 | New |
| Rothschild Investment LLC | 300 | $2.61K | 0.00% | −10−3.2% | Reduced |
| Adirondack Trust Co | 327 | $2.85K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 330 | $2.87K | 0.00% | −1,000−75.2% | Reduced |
| Hopwood Financial Services, Inc. | 340 | $2.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 351 | $3.00K | 0.00% | +24+7.3% | Added |
| Plato Investment Management Ltd | 349 | $3.03K | 0.00% | +27+8.4% | Added |
| Steward Partners Investment Advisory, LLC | 350 | $3.05K | 0.00% | −8,553−96.1% | Reduced |
| Cape Investment Advisory, Inc. | 353 | $3.08K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 382 | $3.33K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 393 | $3.42K | 0.00% | +15+4.0% | Added |
| Private Trust Co NA | 398 | $3.47K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 400 | $3.48K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 416 | $3.62K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 446 | $3.88K | 0.00% | −349−43.9% | Reduced |
| Raelipskie Partnership | 448 | $3.90K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 450 | $3.92K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 470 | $4.09K | 0.00% | +70+17.5% | Added |
| Game Plan Financial Advisors, LLC | 500 | $4.36K | 0.00% | −300−37.5% | Reduced |
| Comerica Bank | 502 | $4.37K | 0.00% | −1,165−69.9% | Reduced |
| Strengthening Families & Communities, LLC | 508 | $4.42K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 515 | $4.49K | 0.00% | −414−44.6% | Reduced |
| Harbor Investment Advisory, LLC | 600 | $5.23K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 618 | $5.38K | 0.00% | 00.0% | Unchanged |