| Cetera Advisors LLC | 2,342 | $0 | 0.00% | +552+30.8% | Added |
| WestEnd Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4 | $1.00K | 0.00% | −401−99.0% | Reduced |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | −258−98.9% | Reduced |
| Winch Advisory Services, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 4 | $1.00K | 0.00% | +4 | New |
| HWG Holdings LP | 7 | $1.00K | 0.00% | +7 | New |
| Delos Wealth Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 6 | $1.12K | 0.00% | +6 | New |
| Financial Perspectives, Inc | 9 | $1.68K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $2.00K | 0.00% | −28−73.7% | Reduced |
| Tortoise Investment Management, LLC | 12 | $2.00K | 0.00% | −15−55.6% | Reduced |
| Howe & Rusling Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital 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 |
| SOA Wealth Advisors, LLC. | 13 | $2.00K | 0.00% | −1−7.1% | Reduced |
| Beacon Capital Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 13 | $2.00K | 0.00% | +13 | New |
| Standard Family Office LLC | 13 | $2.00K | 0.00% | +13 | New |
| Abound Wealth Management | 12 | $2.24K | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 12 | $2.31K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,456 | $3.00K | 0.00% | −3,153−16.1% | Reduced |
| Baldwin Brothers Inc | 17 | $3.00K | 0.00% | −200−92.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 16 | $3.00K | 0.00% | −100−86.2% | Reduced |
| Larson Financial Group LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 17 | $3.00K | 0.00% | +17 | New |
| Householder Group Estate & Retirement Specialist, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Atlas Capital Advisors LLC | 20 | $3.74K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 23 | $4.00K | 0.00% | −40−63.5% | Reduced |
| Northwest Investment Counselors, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 21 | $4.00K | 0.00% | +21 | New |
| Community Bank, N.A. | 19 | $4.00K | 0.00% | +19 | New |
| Moisand Fitzgerald Tamayo, LLC | 20 | $4.00K | 0.00% | +20 | New |
| EdgeRock Capital LLC | 21 | $4.00K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 25 | $4.67K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $5.00K | 0.00% | −26−47.3% | Reduced |
| Lee Financial Co | 31 | $5.00K | 0.00% | +3+10.7% | Added |
| Salem Investment Counselors Inc | 25 | $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 |
| Bourgeon Capital Management LLC | 26 | $5.00K | 0.00% | +26 | New |
| Paragon Wealth Strategies, LLC | 29 | $5.00K | 0.00% | +29 | New |
| SJS Investment Consulting Inc. | 26 | $5.00K | 0.00% | +26 | New |
| Bogart Wealth, LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 36 | $6.00K | 0.00% | −1−2.7% | Reduced |
| Vigilant Capital Management, LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $6.00K | 0.01% | +10+43.5% | Added |
| Asset Dedication, LLC | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 45 | $8.00K | 0.01% | +10+28.6% | Added |
| American National Bank | 42 | $8.00K | 0.00% | +19+82.6% | Added |
| Annapolis Financial Services, LLC | 42 | $8.00K | 0.00% | +41+4,100.0% | Added |
| Harvest Fund Management Co., Ltd | 42 | $8.00K | 0.00% | +42 | New |
| Worth Asset Management, LLC | 50 | $9.00K | 0.01% | −54−51.9% | Reduced |
| Gradient Investments LLC | 50 | $9.00K | 0.00% | −7−12.3% | Reduced |
| Adirondack Trust Co | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 45 | $9.00K | 0.00% | −1−2.2% | Reduced |
| Seldon Capital LP | 47 | $9.00K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 46 | $9.00K | 0.00% | +46 | New |
| JJJ Advisors Inc. | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 53 | $10.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 59 | $11.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 64 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 64 | $12.0K | 0.00% | +1+1.6% | Added |
| AllSquare Wealth Management LLC | 62 | $12.0K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 69 | $13.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $13.0K | 0.00% | +19+35.8% | Added |
| Bell Investment Advisors, Inc | 73 | $14.0K | 0.00% | −91−55.5% | Reduced |
| Arlington Partners LLC | 75 | $14.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 73 | $14.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 79 | $15.0K | 0.00% | +27+51.9% | Added |
| Sutton Wealth Advisors Inc. | 84 | $15.7K | 0.01% | −5−5.6% | Reduced |
| Solstein Capital, LLC | 87 | $16.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 85 | $16.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 99 | $17.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 97 | $18.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $18.7K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 101 | $18.9K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 105 | $20.0K | 0.02% | −2−1.9% | Reduced |
| Core Alternative Capital | 105 | $20.0K | 0.00% | +8+8.2% | Added |
| Macroview Investment Management LLC | 120 | $22.0K | 0.04% | −2−1.6% | Reduced |
| First Manhattan Co | 120 | $22.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 116 | $22.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 119 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 127 | $24.0K | 0.01% | +64+101.6% | Added |
| Financial Management Professionals, Inc. | 140 | $26.0K | 0.01% | +22+18.6% | Added |