| FNY Investment Advisers, LLC | 14 | $0 | 0.00% | −1,659−99.2% | Reduced |
| Resources Management Corp | 25 | $0 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 2 | $32 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3 | $36 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $58 | 0.00% | −1−20.0% | Reduced |
| Valued Wealth Advisors LLC | 6 | $87 | 0.00% | +5+500.0% | Added |
| Quaker Wealth Management, LLC | 7 | $102 | 0.00% | −11−61.1% | Reduced |
| Dunhill Financial, LLC | 8 | $109 | 0.00% | −4−33.3% | Reduced |
| Sound Income Strategies, LLC | 9 | $129 | 0.00% | −62−87.3% | Reduced |
| Creative Financial Designs Inc | 10 | $144 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 11 | $159 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 12 | $171 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 15 | $216 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $230 | 0.00% | −4−20.0% | Reduced |
| Anchor Investment Management, LLC | 16 | $231 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 16 | $231 | 0.00% | +15+1,500.0% | Added |
| Bear Mountain Capital, Inc. | 16 | $244 | 0.00% | +16 | New |
| HFM Investment Advisors, LLC | 17 | $245 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 17 | $246 | 0.00% | −260−93.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 18 | $251 | 0.00% | +10+125.0% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $258 | 0.00% | −6−26.1% | Reduced |
| Bruce G. Allen Investments, LLC | 18 | $260 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 26 | $389 | 0.00% | +26 | New |
| Assetmark, Inc | 27 | $395 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 30 | $433 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 31 | $448 | 0.00% | +31 | New |
| Brown Brothers Harriman & Co | 32 | $462 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $491 | 0.00% | −21−38.2% | Reduced |
| Raffa Wealth Management, LLC | 36 | $519 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 36 | $520 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 37 | $534 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 46 | $664 | 0.00% | −14−23.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 47 | $678 | 0.00% | +47 | New |
| NVWM, LLC | 48 | $686 | 0.00% | +1+2.1% | Added |
| Riverview Trust Co | 50 | $722 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 55 | $794 | 0.00% | +55 | New |
| Westfuller Advisors, LLC | 55 | $799 | 0.00% | +55 | New |
| Strategic Wealth Partners, Ltd. | 57 | $823 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 58 | $837 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 60 | $866 | 0.00% | −690−92.0% | Reduced |
| Wealth Watch Advisors, INC | 61 | $880 | 0.00% | +61 | New |
| Glass Jacobson Investment Advisors llc | 68 | $982 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 77 | $1.00K | 0.00% | +77 | New |
| Piscataqua Savings Bank | 70 | $1.01K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 71 | $1.02K | 0.00% | −119−62.6% | Reduced |
| Pflug Koory, LLC | 75 | $1.08K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 79 | $1.14K | 0.00% | +79 | New |
| Manchester Capital Management LLC | 83 | $1.20K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 94 | $1.36K | 0.00% | +94 | New |
| Rialto Wealth Management, LLC | 95 | $1.37K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $1.44K | 0.00% | −75−42.9% | Reduced |
| Activest Wealth Management | 101 | $1.46K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 103 | $1.49K | 0.00% | −1−1.0% | Reduced |
| SJS Investment Consulting Inc. | 105 | $1.52K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 106 | $1.53K | 0.00% | −989−90.3% | Reduced |
| Caitlin John, LLC | 107 | $1.54K | 0.00% | +107 | New |
| Golden State Wealth Management, LLC | 108 | $1.57K | 0.00% | −136−55.7% | Reduced |
| TD Private Client Wealth LLC | 114 | $1.65K | 0.00% | −14−10.9% | Reduced |
| Bogart Wealth, LLC | 115 | $1.66K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 120 | $1.73K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 127 | $1.83K | 0.00% | +127 | New |
| Bell Investment Advisors, Inc | 128 | $1.85K | 0.00% | +41+47.1% | Added |
| Hemington Wealth Management | 157 | $2.00K | 0.00% | −41−20.7% | Reduced |
| Darwin Advisors, LLC | 149 | $2.15K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 150 | $2.17K | 0.00% | +150 | New |
| Sachetta, LLC | 152 | $2.19K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 165 | $2.38K | 0.00% | −800−82.9% | Reduced |
| Prestige Wealth Management Group LLC | 175 | $2.53K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 177 | $2.55K | 0.01% | −6,668−97.4% | Reduced |
| BankPlus Trust Department | 185 | $2.67K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $2.89K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 200 | $2.89K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 228 | $3.00K | 0.00% | +228 | New |
| Atlantic Trust, LLC | 233 | $3.36K | 0.00% | +2+0.9% | Added |
| Millstone Evans Group, LLC | 243 | $3.51K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 300 | $4.33K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 300 | $4.33K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 302 | $4.36K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 301 | $4.57K | 0.00% | +301 | New |
| West Branch Capital LLC | 318 | $4.59K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 325 | $4.69K | 0.00% | −125−27.8% | Reduced |
| Kozak & Associates, Inc. | 334 | $4.76K | 0.00% | +2+0.6% | Added |
| Geneos Wealth Management Inc. | 338 | $4.88K | 0.00% | −137−28.8% | Reduced |
| True Wealth Design, LLC | 349 | $5.04K | 0.00% | +285+445.3% | Added |
| Root Financial Partners, LLC | 383 | $5.53K | 0.00% | +383 | New |
| Heritage Wealth Advisors | 400 | $5.77K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 450 | $6.49K | 0.00% | −550−55.0% | Reduced |
| NBT Bank N A | 450 | $6.49K | 0.00% | −145−24.4% | Reduced |
| Bank of Jackson Hole Trust | 490 | $7.07K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 500 | $7.21K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $7.21K | 0.00% | +500 | New |
| Rakuten Securities, Inc. | 502 | $7.24K | 0.00% | −304−37.7% | Reduced |
| Whittier Trust Co | 490 | $7.44K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 532 | $8.00K | 0.00% | −171−24.3% | Reduced |
| National Bank of Canada | 608 | $8.76K | 0.00% | +599+6,655.6% | Added |
| Hilltop National Bank | 625 | $9.02K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 680 | $9.81K | 0.00% | −225−24.9% | Reduced |