| Annapolis Financial Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $428 | 0.00% | – | – |
| Professional Financial Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 6 | $1.00K | 0.00% | +6 | New |
| MCF Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| Retirement Group, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Financial Perspectives, Inc | 9 | $1.93K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 10 | $2.00K | 0.00% | −110−91.7% | Reduced |
| First Personal Financial Services | 11 | $2.00K | 0.00% | −35−76.1% | Reduced |
| Winch Advisory Services, LLC | 7 | $2.00K | 0.00% | −7−50.0% | Reduced |
| Sierra Capital LLC | 10 | $2.00K | 0.00% | −3−23.1% | Reduced |
| Larson Financial Group LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 11 | $2.00K | 0.00% | −1−8.3% | Reduced |
| Key Financial Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $2.00K | 0.00% | −2−20.0% | Reduced |
| Investors Research Corp | 9 | $2.00K | 0.00% | +8+800.0% | Added |
| Beacon Capital Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Global Financial Private Client, LLC | 12 | $2.56K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $3.00K | 0.00% | −4−22.2% | Reduced |
| Valley National Advisers Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 15 | $3.00K | 0.00% | +15 | New |
| Cordant, Inc. | 14 | $3.00K | 0.00% | +14 | New |
| Ten Capital Wealth Advisors, LLC | 15 | $3.00K | 0.00% | +15 | New |
| GW&K Investment Management, LLC | 18 | $4.00K | 0.00% | +18 | New |
| TCTC Holdings, LLC | 17 | $4.00K | 0.00% | +17 | New |
| Lloyd Advisory Services, LLC. | 20 | $4.00K | 0.00% | +20 | New |
| Atlas Capital Advisors LLC | 20 | $4.29K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 23 | $5.00K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 25 | $5.36K | 0.00% | −1−3.8% | Reduced |
| Ci Investments Inc. | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 28 | $6.00K | 0.00% | +17+154.5% | Added |
| Asset Dedication, LLC | 37 | $8.00K | 0.00% | +9+32.1% | Added |
| Rise Advisors, LLC | 35 | $8.00K | 0.01% | +15+75.0% | Added |
| Carroll Investors, Inc | 46 | $9.00K | 0.01% | −229−83.3% | Reduced |
| Jones Financial Companies LLLP | 40 | $9.00K | 0.00% | −12−23.1% | Reduced |
| Rockbridge Investment Management, LCC | 44 | $9.37K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 47 | $10.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 46 | $10.0K | 0.00% | +16+53.3% | Added |
| Sutton Wealth Advisors Inc. | 50 | $10.7K | 0.00% | −7−12.3% | Reduced |
| Hillsdale Investment Management Inc. | 50 | $11.0K | 0.00% | −2,100−97.7% | Reduced |
| BDO Wealth Advisors, LLC | 50 | $11.0K | 0.00% | −21−29.6% | Reduced |
| Essex Investment Management Co LLC | 53 | $11.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 49 | $11.0K | 0.00% | −4−7.5% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 52 | $11.0K | 0.00% | +52 | New |
| Atwood & Palmer Inc | 50 | $11.0K | 0.00% | +50 | New |
| Adirondack Trust Co | 50 | $11.0K | 0.01% | +50 | New |
| Costello Asset Management, INC | 50 | $11.0K | 0.01% | +50 | New |
| Siena Capital LLC | 50 | $11.0K | 0.01% | +50 | New |
| Cyrus J. Lawrence, LLC | 50 | $11.0K | 0.00% | +50 | New |
| Plante Moran Financial Advisors, LLC | 55 | $12.0K | 0.00% | −45−45.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 54 | $12.0K | 0.00% | +54 | New |
| Optiver Holding B.V. | 57 | $12.0K | 0.00% | +57 | New |
| Estabrook Capital Management | 59 | $12.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 62 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 62 | $13.0K | 0.00% | +62 | New |
| Halpern Financial, Inc. | 65 | $13.9K | 0.01% | −17−20.7% | Reduced |
| Toth Financial Advisory Corp | 64 | $14.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 69 | $15.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 69 | $15.0K | 0.00% | +8+13.1% | Added |
| Arlington Partners LLC | 75 | $16.0K | 0.00% | −23−23.5% | Reduced |
| EverSource Wealth Advisors, LLC | 72 | $16.0K | 0.00% | −29−28.7% | Reduced |
| CoreFirst Bank & Trust | 73 | $16.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 74 | $16.0K | 0.00% | +33+80.5% | Added |
| Northern Oak Wealth Management Inc | 75 | $16.0K | 0.00% | +75 | New |
| Gradient Investments LLC | 81 | $17.0K | 0.00% | −15−15.6% | Reduced |
| MV Capital Management, Inc. | 80 | $17.0K | 0.00% | +40+100.0% | Added |
| Core Alternative Capital | 78 | $17.0K | 0.00% | +71+1,014.3% | Added |
| Private Capital Group, LLC | 82 | $18.0K | 0.00% | −8−8.9% | Reduced |
| Bedel Financial Consulting, Inc. | 87 | $19.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 87 | $19.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 89 | $19.0K | 0.01% | +39+78.0% | Added |
| Concord Wealth Partners | 88 | $19.0K | 0.00% | +48+120.0% | Added |
| American Research & Management Co. | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 97 | $21.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $21.4K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 101 | $21.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 103 | $22.0K | 0.01% | −4−3.7% | Reduced |
| Focused Wealth Management, Inc | 106 | $23.0K | 0.00% | −450−80.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 114 | $24.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 111 | $24.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 113 | $24.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 123 | $26.0K | 0.00% | −42−25.5% | Reduced |
| Harbor Investment Advisory, LLC | 120 | $26.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 122 | $26.0K | 0.04% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 122 | $26.0K | 0.00% | 00.0% | Unchanged |