| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Silicon Valley Capital Partners | 0 | $5 | 0.00% | 0 | Unchanged |
| Perkins Coie Trust Co | 2 | $182 | 0.00% | +2 | New |
| Colonial Trust Advisors | 2 | $182 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $274 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 4 | $364 | 0.00% | +4 | New |
| Versant Capital Management, Inc | 6 | $546 | 0.00% | −10−62.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $546 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 6 | $547 | 0.00% | −23−79.3% | Reduced |
| SOA Wealth Advisors, LLC. | 6 | $553 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 7 | $637 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7 | $638 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8 | $728 | 0.00% | +8 | New |
| Larson Financial Group LLC | 10 | $910 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 12 | $1.09K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 14 | $1.27K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 18 | $1.64K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $1.82K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 19 | $2.00K | 0.00% | +19 | New |
| Carolinas Wealth Consulting LLC | 22 | $2.02K | 0.00% | −39−63.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 23 | $2.09K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $2.28K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 25 | $2.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $2.37K | 0.00% | −1−3.7% | Reduced |
| Abound Wealth Management | 28 | $2.55K | 0.00% | −10−26.3% | Reduced |
| Hollencrest Capital Management | 29 | $2.64K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 35 | $3.19K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 35 | $3.19K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 36 | $3.28K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 39 | $3.55K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 40 | $3.64K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 45 | $4.10K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 48 | $4.37K | 0.00% | −4−7.7% | Reduced |
| MV Capital Management, Inc. | 48 | $4.37K | 0.00% | +20+71.4% | Added |
| Your Advocates Ltd., LLP | 50 | $4.55K | 0.00% | −250−83.3% | Reduced |
| M&R Capital Management Inc | 50 | $4.55K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 51 | $4.64K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 65 | $5.00K | 0.00% | +65 | New |
| Pittenger & Anderson Inc | 56 | $5.10K | 0.00% | +56 | New |
| Beacon Capital Management, LLC | 46 | $5.18K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $5.19K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 59 | $5.37K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 60 | $5.46K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 70 | $7.00K | 0.01% | +70 | New |
| Baker Avenue Asset Management, LP | 81 | $7.37K | 0.00% | +3+3.8% | Added |
| Earnest Partners LLC | 86 | $7.83K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 86 | $8.00K | 0.00% | +5+6.2% | Added |
| JFS Wealth Advisors, LLC | 94 | $8.56K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 76 | $8.56K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 96 | $8.74K | 0.00% | −17−15.0% | Reduced |
| Financial Connections Group, Inc. | 109 | $9.00K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 99 | $9.01K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 100 | $9.10K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 100 | $9.10K | 0.00% | +100 | New |
| Spire Wealth Management | 103 | $9.38K | 0.00% | −128−55.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 106 | $9.66K | 0.00% | +106 | New |
| Loomis Sayles & Co L P | 108 | $10.0K | 0.00% | +60+125.0% | Added |
| FSC Wealth Advisors, LLC | 112 | $10.2K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 117 | $10.7K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 120 | $10.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 118 | $11.0K | 0.00% | +1+0.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 121 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 124 | $11.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 129 | $11.7K | 0.01% | 00.0% | Unchanged |
| West Tower Group, LLC | 138 | $12.6K | 0.01% | +95+220.9% | Added |
| Pathway Financial Advisers, LLC | 141 | $12.9K | 0.01% | +141 | New |
| Cohen & Steers, Inc. | 144 | $13.0K | 0.00% | −36−20.0% | Reduced |
| Maryland Capital Advisors Inc. | 150 | $13.7K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 150 | $13.7K | 0.00% | +150 | New |
| TSFG, LLC | 152 | $14.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 155 | $14.1K | 0.01% | +155 | New |
| Cassady Schiller Wealth Management, LLC | 156 | $14.2K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 160 | $14.6K | 0.00% | +160 | New |
| Millburn Ridgefield Corp | 160 | $14.6K | 0.00% | +160 | New |
| Riverview Trust Co | 162 | $14.7K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 165 | $15.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 166 | $15.1K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 170 | $15.5K | 0.01% | −2,666−94.0% | Reduced |
| Cape Investment Advisory, Inc. | 175 | $15.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 187 | $17.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 191 | $17.4K | 0.00% | +21+12.4% | Added |
| Ronald Blue Trust, Inc. | 156 | $18.0K | 0.00% | −1−0.6% | Reduced |
| GHP Investment Advisors, Inc. | 201 | $18.1K | 0.00% | +201 | New |
| Stephenson National Bank & Trust | 200 | $18.2K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 200 | $18.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 208 | $19.0K | 0.00% | −7−3.3% | Reduced |
| First Personal Financial Services | 225 | $20.5K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 226 | $20.6K | 0.00% | +226 | New |
| Moisand Fitzgerald Tamayo, LLC | 229 | $20.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 232 | $21.1K | 0.00% | −10−4.1% | Reduced |
| Tfo-TDC, LLC | 196 | $22.1K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 250 | $22.5K | 0.01% | +250 | New |
| Stone House Investment Management, LLC | 250 | $22.8K | 0.01% | +250 | New |
| Glen Eagle Advisors, LLC | 256 | $23.3K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 259 | $24.0K | 0.03% | 00.0% | Unchanged |
| RE Advisers Corp | 267 | $24.3K | 0.00% | 00.0% | Unchanged |