| Carolinas Wealth Consulting LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | +1+100.0% | Added |
| WestEnd Advisors, LLC | – | $177 | 0.00% | – | New |
| Sargent Bickham Lagudis LLC | 7 | $1.00K | 0.00% | −20−74.1% | Reduced |
| Sound Income Strategies, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Bellwether Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Better Money Decisions, LLC | 5 | $1.00K | 0.00% | +5 | New |
| West Paces Advisors Inc. | 6 | $1.06K | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18 | $2.00K | 0.00% | −721−97.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 11 | $2.00K | 0.00% | −49−81.7% | Reduced |
| Front Row Advisors LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 9 | $2.00K | 0.00% | +6+200.0% | Added |
| Ancora Advisors, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Psagot Investment House Ltd. | 10 | $2.00K | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 9 | $2.00K | 0.05% | +9 | New |
| Personal Wealth Partners | 14 | $2.00K | 0.00% | +14 | New |
| Resolute Partners Group | 19 | $3.00K | 0.00% | −1,471−98.7% | Reduced |
| Clearstead Advisors, LLC | 16 | $3.00K | 0.00% | −36−69.2% | Reduced |
| Evolution Wealth Advisors, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $3.00K | 0.00% | +13+325.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15 | $3.00K | 0.00% | +15 | New |
| HHM Wealth Advisors, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Atlas Capital Advisors LLC | 19 | $3.36K | 0.00% | −99−83.9% | Reduced |
| Raffa Wealth Management, LLC | 20 | $3.54K | 0.00% | +4+25.0% | Added |
| Evoke Wealth, LLC | 22 | $4.00K | 0.00% | −28−56.0% | Reduced |
| TCI Wealth Advisors, Inc. | 23 | $4.00K | 0.00% | −4−14.8% | Reduced |
| Jones Financial Companies LLLP | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 25 | $4.00K | 0.00% | +25 | New |
| North Star Investment Management Corp. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 28 | $5.00K | 0.00% | +10+55.6% | Added |
| Geneos Wealth Management Inc. | 39 | $6.00K | 0.00% | −78−66.7% | Reduced |
| Eagle Bay Advisors LLC | 24 | $6.00K | 0.00% | +24 | New |
| Glassman Wealth Services | 42 | $7.00K | 0.00% | −152−78.4% | Reduced |
| Hartford Financial Management Inc. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 43 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 47 | $8.00K | 0.00% | +3+6.8% | Added |
| PrairieView Partners, LLC | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 46 | $8.00K | 0.00% | +10+27.8% | Added |
| Sugarloaf Wealth Management, LLC | 45 | $8.00K | 0.00% | +45 | New |
| Migdal Insurance & Financial Holdings Ltd. | 49 | $9.00K | 0.00% | −71−59.2% | Reduced |
| Versant Capital Management, Inc | 52 | $9.00K | 0.00% | −31−37.3% | Reduced |
| Tarbox Family Office, Inc. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 51 | $9.03K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 57 | $10.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 63 | $11.0K | 0.01% | +63 | New |
| Fieldpoint Private Securities, LLC | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 75 | $13.0K | 0.00% | −20−21.1% | Reduced |
| Earnest Partners LLC | 74 | $13.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 73 | $13.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 74 | $13.0K | 0.01% | +8+12.1% | Added |
| Enterprise Financial Services Corp | 77 | $13.0K | 0.00% | +14+22.2% | Added |
| AdvisorNet Financial, Inc | 73 | $13.0K | 0.00% | +9+14.1% | Added |
| Counterpoint Mutual Funds LLC | 74 | $13.0K | 0.01% | +74 | New |
| Ranger Investment Management, L.P. | 77 | $14.0K | 0.00% | −5−6.1% | Reduced |
| Massmutual Trust Co FSB | 81 | $14.0K | 0.00% | +76+1,520.0% | Added |
| CVA Family Office, LLC | 85 | $15.0K | 0.00% | +55+183.3% | Added |
| Adirondack Trust Co | 95 | $17.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 102 | $18.0K | 0.00% | −17−14.3% | Reduced |
| Toth Financial Advisory Corp | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 100 | $18.0K | 0.00% | +100 | New |
| Bray Capital Advisors | 110 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 107 | $19.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 114 | $20.0K | 0.00% | −312−73.2% | Reduced |
| McIlrath & Eck, LLC | 111 | $20.0K | 0.01% | −10−8.3% | Reduced |
| Carroll Financial Associates, Inc. | 124 | $21.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 123 | $22.0K | 0.00% | +39+46.4% | Added |
| Lenox Wealth Advisors, LLC | 136 | $24.0K | 0.00% | +136 | New |
| O'Shaughnessy Asset Management, LLC | 140 | $25.0K | 0.00% | −65−31.7% | Reduced |
| Key Financial Inc | 150 | $26.0K | 0.01% | 00.0% | Unchanged |
| BBVA USA | 148 | $26.0K | 0.00% | +148 | New |
| Wealthstreet Investment Advisors, LLC | 150 | $27.0K | 0.14% | −2,886−95.1% | Reduced |
| Parkside Financial Bank & Trust | 160 | $28.0K | 0.01% | −5−3.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 168 | $30.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 177 | $31.0K | 0.00% | −35−16.5% | Reduced |
| CX Institutional | 178 | $32.0K | 0.00% | +18+11.3% | Added |
| First Horizon Corp | 188 | $33.0K | 0.00% | +1+0.5% | Added |
| Sandy Spring Bank | 200 | $35.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 204 | $36.0K | 0.01% | +87+74.4% | Added |
| Farmers & Merchants Investments Inc | 207 | $37.0K | 0.00% | 00.0% | Unchanged |