| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $0 | 0.00% | +10 | New |
| BerganKDV Wealth Management, LLC | 5 | $0 | 0.00% | +5 | New |
| O'Dell Group, LLC | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $47 | 0.00% | – | – |
| Global Financial Private Client, LLC | 12 | $616 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 25 | $1.00K | 0.00% | −367−93.6% | Reduced |
| Whittier Trust Co | 20 | $1.00K | 0.00% | −271−93.1% | Reduced |
| Versant Capital Management, Inc | 15 | $1.00K | 0.00% | −82−84.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 17 | $1.00K | 0.00% | −2−10.5% | Reduced |
| Trustcore Financial Services, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Delos Wealth Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 38 | $1.81K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 40 | $2.00K | 0.00% | +40 | New |
| JJJ Advisors Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Fieldpoint Private Securities, LLC | 40 | $2.00K | 0.00% | +40 | New |
| MV Capital Management, Inc. | 70 | $3.00K | 0.00% | −28−28.6% | Reduced |
| Zions Bancorporation, N.A. | 64 | $3.00K | 0.00% | −16−20.0% | Reduced |
| Wolff Wiese Magana LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 72 | $3.00K | 0.00% | +68+1,700.0% | Added |
| Bell Investment Advisors, Inc | 64 | $3.00K | 0.00% | +64 | New |
| CVA Family Office, LLC | 110 | $4.00K | 0.00% | −420−79.2% | Reduced |
| Sandy Spring Bank | 92 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 93 | $4.00K | 0.00% | +10+12.0% | Added |
| Meridian Wealth Partners, LLC | 81 | $4.00K | 0.00% | +81 | New |
| Glen Eagle Advisors, LLC | 100 | $4.76K | 0.00% | +100 | New |
| Coastal Capital Group, Inc. | 113 | $5.00K | 0.00% | −100−46.9% | Reduced |
| Salem Investment Counselors Inc | 114 | $5.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 104 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 105 | $5.00K | 0.00% | +105 | New |
| Eaton Vance Management | 5,215 | $6.00K | 0.00% | −1,499−22.3% | Reduced |
| SRS Capital Advisors, Inc. | 122 | $6.00K | 0.00% | −98−44.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 128 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 118 | $6.00K | 0.00% | +68+136.0% | Added |
| Harbor Investment Advisory, LLC | 144 | $7.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 139 | $7.00K | 0.01% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 175 | $8.00K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 173 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 160 | $8.00K | 0.00% | +20+14.3% | Added |
| AdvisorNet Financial, Inc | 182 | $9.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 190 | $9.00K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 181 | $9.00K | 0.00% | +50+38.2% | Added |
| Hanson & Doremus Investment Management | 183 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 181 | $9.00K | 0.00% | +181 | New |
| Resolute Partners Group | 196 | $9.00K | 0.00% | +196 | New |
| Newbridge Financial Services Group, Inc. | 200 | $10.0K | 0.01% | −200−50.0% | Reduced |
| Cordasco Financial Network | 203 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 200 | $10.0K | 0.01% | +200 | New |
| Ancora Advisors, LLC | 227 | $11.0K | 0.00% | −200−46.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 225 | $11.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 229 | $11.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 222 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 233 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 259 | $12.0K | 0.00% | +259 | New |
| Sargent Bickham Lagudis LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 301 | $14.0K | 0.00% | +50+19.9% | Added |
| Front Row Advisors LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 306 | $14.0K | 0.00% | +115+60.2% | Added |
| Herold Advisors, Inc. | 300 | $14.0K | 0.01% | +300 | New |
| First Manhattan Co | 330 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 316 | $15.0K | 0.00% | +216+216.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 339 | $16.0K | 0.00% | +339 | New |
| Atlas Private Wealth Advisors | 360 | $17.0K | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 350 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 330 | $17.0K | 0.01% | +330 | New |
| Brewin Dolphin Wealth Management Ltd | 375 | $17.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 380 | $18.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 394 | $19.0K | 0.01% | 00.0% | Unchanged |