| Wolff Wiese Magana LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 565 | $0 | 0.00% | +565 | New |
| WestEnd Advisors, LLC | 2 | $424 | 0.00% | – | – |
| Longfellow Investment Management Co LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| CNB Bank | 3 | $1.00K | 0.00% | +3 | New |
| Core Alternative Capital | 8 | $2.00K | 0.00% | +8 | New |
| Cassady Schiller Wealth Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 15 | $3.00K | 0.00% | +15 | New |
| Cordant, Inc. | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 15 | $4.00K | 0.00% | +3+25.0% | Added |
| First Personal Financial Services | 19 | $4.00K | 0.00% | +19 | New |
| FinTrust Capital Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 23 | $5.00K | 0.00% | +23 | New |
| Tradition Wealth Management, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 26 | $6.00K | 0.00% | +26 | New |
| EverSource Wealth Advisors, LLC | 27 | $6.00K | 0.00% | +27 | New |
| Accel Wealth Management | 35 | $7.00K | 0.00% | −88−71.5% | Reduced |
| Eagle Bay Advisors LLC | 33 | $7.00K | 0.00% | −3−8.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 33 | $7.00K | 0.00% | +13+65.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 39 | $8.00K | 0.00% | +39 | New |
| Ahrens Investment Partners LLC | 38 | $8.00K | 0.00% | +38 | New |
| Amplius Wealth Advisors, LLC | 41 | $8.00K | 0.00% | +41 | New |
| City State Bank | 38 | $8.00K | 0.00% | +38 | New |
| IAG Wealth Partners, LLC | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 47 | $10.0K | 0.00% | −1−2.1% | Reduced |
| NewSquare Capital LLC | 47 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 47 | $10.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 48 | $10.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 49 | $10.0K | 0.00% | +17+53.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 50 | $11.0K | 0.00% | +50 | New |
| Clearview Wealth Advisors LLC | 51 | $11.0K | 0.01% | +51 | New |
| Massmutual Trust Co FSB | 57 | $12.0K | 0.00% | −42−42.4% | Reduced |
| Institutional & Family Asset Management, LLC | 58 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 54 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 57 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 57 | $12.0K | 0.00% | +57 | New |
| Endurance Wealth Management, Inc. | 63 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 63 | $13.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 61 | $13.0K | 0.00% | −9−12.9% | Reduced |
| Reilly Financial Advisors, LLC | 62 | $13.0K | 0.00% | +39+169.6% | Added |
| Valley National Advisers Inc | 67 | $14.0K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 67 | $14.2K | 0.01% | −64−48.9% | Reduced |
| Erste Asset Management GmbH | 68 | $14.5K | 0.00% | −27−28.4% | Reduced |
| Clearstead Advisors, LLC | 78 | $17.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 82 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 80 | $17.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 83 | $17.0K | 0.00% | +83 | New |
| Seldon Capital LP | 78 | $17.0K | 0.01% | +78 | New |
| Cutler Group LP | 88 | $18.0K | 0.00% | −146−62.4% | Reduced |
| Sandy Cove Advisors, LLC | 85 | $18.0K | 0.02% | +85 | New |
| Versant Capital Management, Inc | 91 | $19.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 90 | $19.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $21.0K | 0.00% | −100−50.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 101 | $21.0K | 0.01% | +101 | New |
| Masso Torrence Wealth Management Inc. | 100 | $21.0K | 0.01% | +100 | New |
| Sutton Wealth Advisors Inc. | 100 | $21.2K | 0.01% | +12+13.6% | Added |
| Koshinski Asset Management, Inc. | 102 | $21.5K | 0.00% | +1+1.0% | Added |
| MV Capital Management, Inc. | 103 | $22.0K | 0.00% | +29+39.2% | Added |
| Blue Bell Private Wealth Management, LLC | 104 | $22.0K | 0.01% | +104 | New |
| AllSquare Wealth Management LLC | 110 | $23.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 115 | $24.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 115 | $24.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 114 | $24.0K | 0.00% | +114 | New |
| Northwest Investment Counselors, LLC | 119 | $25.0K | 0.01% | +119 | New |
| Quent Capital, LLC | 119 | $25.0K | 0.01% | +119 | New |
| Gradient Investments LLC | 125 | $27.0K | 0.00% | +32+34.4% | Added |
| Stephens Consulting, LLC | 130 | $27.6K | 0.02% | +130 | New |
| Kelly Financial Services LLC | 131 | $27.7K | 0.01% | +1+0.8% | Added |
| Zions Bancorporation, N.A. | 132 | $28.0K | 0.00% | −10−7.0% | Reduced |
| PSI Advisors, LLC | 130 | $28.0K | 0.01% | +30+30.0% | Added |
| Catalyst Capital Advisors LLC | 137 | $29.0K | 0.00% | −12−8.1% | Reduced |
| IronBridge Private Wealth, LLC | 138 | $29.0K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 140 | $30.0K | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 148 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ahl Investment Management, Inc. | 146 | $31.0K | 0.03% | +146 | New |
| Bedel Financial Consulting, Inc. | 150 | $32.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 157 | $33.0K | 0.01% | +145+1,208.3% | Added |
| Brewin Dolphin Ltd | 160 | $34.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 165 | $35.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 164 | $35.0K | 0.01% | +5+3.1% | Added |
| Front Row Advisors LLC | 169 | $36.0K | 0.01% | −7−4.0% | Reduced |
| Sandy Spring Bank | 174 | $36.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 169 | $36.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 169 | $36.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 175 | $37.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 174 | $37.0K | 0.01% | 00.0% | Unchanged |
| Andrew Hill Investment Advisors, Inc. | 175 | $37.0K | 0.03% | +175 | New |
| Salem Investment Counselors Inc | 180 | $38.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 180 | $38.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 178 | $38.0K | 0.00% | 00.0% | Unchanged |