| IronBridge Private Wealth, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,720 | $38 | 0.00% | +1,682+4,426.3% | Added |
| Creative Financial Designs Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 21 | $1.00K | 0.00% | −11−34.4% | Reduced |
| Candriam Luxembourg S.C.A. | 15 | $1.00K | 0.00% | +15 | New |
| PNC Managed Account Solutions, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Lenox Wealth Advisors, LLC | 46 | $2.00K | 0.00% | −46−50.0% | Reduced |
| Optimum Investment Advisors | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $2.00K | 0.00% | +42 | New |
| Atlas Private Wealth Advisors | 46 | $2.00K | 0.00% | +46 | New |
| Hoese & Co LLP | 54 | $2.00K | 0.00% | +54 | New |
| West Paces Advisors Inc. | 53 | $2.40K | 0.00% | +53 | New |
| Halpern Financial, Inc. | 66 | $2.99K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 65 | $3.00K | 0.00% | +7+12.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 71 | $3.00K | 0.00% | +3+4.4% | Added |
| HighMark Wealth Management LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 88 | $3.00K | 0.00% | +88 | New |
| Wealth Quarterback LLC | 51 | $3.00K | 0.00% | +51 | New |
| Gemmer Asset Management LLC | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 95 | $4.00K | 0.00% | +1+1.1% | Added |
| GPS Wealth Strategies Group, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $4.00K | 0.00% | +100 | New |
| Wolff Wiese Magana LLC | 119 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 103 | $5.00K | 0.00% | +27+35.5% | Added |
| Financial Perspectives, Inc | 132 | $5.97K | 0.00% | −6,011−97.9% | Reduced |
| NEXT Financial Group, Inc | 123 | $6.00K | 0.00% | −30−19.6% | Reduced |
| Pinnacle Bancorp, Inc. | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 138 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 150 | $6.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 155 | $7.00K | 0.00% | +155 | New |
| MUFG Americas Holdings Corp | 175 | $8.00K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 169 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 167 | $8.00K | 0.00% | −2−1.2% | Reduced |
| BerganKDV Wealth Management, LLC | 179 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 176 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 194 | $9.00K | 0.00% | −204−51.3% | Reduced |
| JNBA Financial Advisors | 209 | $9.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 194 | $9.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 192 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 191 | $9.00K | 0.00% | +162+558.6% | Added |
| Ameritas Investment Partners, Inc. | 241 | $10.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 215 | $10.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 224 | $10.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 246 | $11.0K | 0.00% | −700−74.0% | Reduced |
| Bedel Financial Consulting, Inc. | 250 | $11.0K | 0.00% | −150−37.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 245 | $11.0K | 0.00% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 250 | $11.0K | 0.00% | +250 | New |
| Glen Eagle Advisors, LLC | 255 | $11.5K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 269 | $12.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 261 | $12.0K | 0.00% | +38+17.0% | Added |
| Brown Brothers Harriman & Co | 270 | $12.0K | 0.00% | +131+94.2% | Added |
| Brewin Dolphin Ltd | 270 | $12.2K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 290 | $13.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $13.0K | 0.00% | – | New |
| Reilly Financial Advisors, LLC | 300 | $14.0K | 0.00% | −199−39.9% | Reduced |
| West Branch Capital LLC | 300 | $14.0K | 0.01% | +300 | New |
| Allworth Financial LP | 322 | $15.0K | 0.00% | +86+36.4% | Added |
| Manchester Capital Management LLC | 342 | $15.0K | 0.00% | +342 | New |
| Ten Capital Wealth Advisors, LLC | 359 | $16.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 384 | $17.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 389 | $17.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 369 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 384 | $17.0K | 0.00% | +83+27.6% | Added |
| Motco | 371 | $17.0K | 0.00% | +310+508.2% | Added |
| CVA Family Office, LLC | 407 | $18.0K | 0.01% | +407 | New |
| Front Row Advisors LLC | 453 | $19.0K | 0.01% | +33+7.9% | Added |
| Capital Advisory Group Advisory Services, LLC | 427 | $19.0K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 410 | $19.0K | 0.01% | +410 | New |
| Atlas Capital Advisors LLC | 424 | $19.2K | 0.00% | +223+110.9% | Added |
| BNP Paribas Arbitrage, SA | 429 | $19.4K | 0.00% | +17+4.1% | Added |
| San Francisco Sentry Investment Group (Ca) | 465 | $21.0K | 0.01% | −550−54.2% | Reduced |
| Carolinas Wealth Consulting LLC | 460 | $21.0K | 0.00% | +245+114.0% | Added |
| Meeder Asset Management Inc | 467 | $21.0K | 0.00% | +343+276.6% | Added |
| Sugarloaf Wealth Management, LLC | 495 | $22.0K | 0.01% | 00.0% | Unchanged |
| Boit C F David | 480 | $22.0K | 0.02% | +480 | New |
| M&R Capital Management Inc | 520 | $23.0K | 0.01% | −364−41.2% | Reduced |
| Berman Capital Advisors, LLC | 516 | $23.0K | 0.00% | +25+5.1% | Added |
| Personal Wealth Partners | 500 | $23.0K | 0.01% | +500 | New |
| WealthShield Partners, LLC | 544 | $25.0K | 0.00% | +544 | New |
| Enterprise Financial Services Corp | 581 | $27.0K | 0.00% | −132−18.5% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 597 | $27.0K | 0.00% | −2−0.3% | Reduced |
| Center for Financial Planning, Inc. | 600 | $27.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 600 | $27.0K | 0.02% | +600 | New |
| Glassman Wealth Services | 622 | $28.0K | 0.01% | +27+4.5% | Added |
| Hexagon Capital Partners LLC | 626 | $28.0K | 0.01% | +200+46.9% | Added |
| First Manhattan Co | 664 | $30.0K | 0.00% | +340+104.9% | Added |
| Carmichael Hill & Associates, Inc. | 675 | $31.0K | 0.02% | −550−44.9% | Reduced |
| Smithfield Trust Co | 700 | $32.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 744 | $34.0K | 0.00% | −11,605−94.0% | Reduced |
| Prestige Wealth Management Group LLC | 750 | $34.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 789 | $36.0K | 0.00% | +131+19.9% | Added |