| Sound Income Strategies, LLC | 2 | $0 | 0.00% | −22−91.7% | Reduced |
| Lenox Wealth Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| First Manhattan Co | 6 | $0 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | – | $297 | 0.00% | – | – |
| SRS Capital Advisors, Inc. | 5 | $1.00K | 0.00% | −72−93.5% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 9 | $1.34K | 0.00% | +2+28.6% | Added |
| Koshinski Asset Management, Inc. | 13 | $1.93K | 0.00% | +13 | New |
| Jones Financial Companies LLLP | 14 | $2.00K | 0.00% | −5−26.3% | Reduced |
| C M Bidwell & Associates Ltd | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Cranbrook Wealth Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Filbrandt Wealth Management, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Creative Financial Designs Inc | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 20 | $3.00K | 0.00% | +20 | New |
| Manchester Capital Management LLC | 18 | $3.00K | 0.00% | +18 | New |
| USA Financial Portformulas Corp | 21 | $3.00K | 0.00% | +21 | New |
| Bell Investment Advisors, Inc | 17 | $3.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 26 | $3.87K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 29 | $4.00K | 0.00% | −4−12.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 24 | $4.00K | 0.00% | +24 | New |
| Evoke Wealth, LLC | 38 | $5.00K | 0.00% | −27−41.5% | Reduced |
| JFS Wealth Advisors, LLC | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 45 | $6.00K | 0.00% | +40+800.0% | Added |
| Global Financial Private Client, LLC | 43 | $6.55K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 48 | $7.00K | 0.00% | −86−64.2% | Reduced |
| MV Capital Management, Inc. | 48 | $7.00K | 0.00% | +15+45.5% | Added |
| Meridian Wealth Partners, LLC | 47 | $7.00K | 0.00% | +47 | New |
| Resolute Partners Group | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 53 | $8.00K | 0.00% | +9+20.5% | Added |
| Smith Group Asset Management, LLC | 57 | $8.00K | 0.00% | +57 | New |
| Pacitti Group Inc. | 58 | $9.00K | 0.01% | +58 | New |
| Valley National Advisers Inc | 68 | $10.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 69 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 66 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 65 | $10.0K | 0.00% | +65 | New |
| Earnest Partners LLC | 74 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 80 | $11.0K | 0.00% | +80 | New |
| TCI Wealth Advisors, Inc. | 81 | $12.0K | 0.00% | +30+58.8% | Added |
| Assetmark, Inc | 85 | $13.0K | 0.00% | +85 | New |
| Delta Asset Management LLC | 92 | $14.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 102 | $15.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 101 | $15.0K | 0.00% | +101 | New |
| Ogorek Anthony Joseph | 109 | $16.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 110 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 112 | $17.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 109 | $17.0K | 0.01% | +22+25.3% | Added |
| Baystate Wealth Management LLC | 114 | $17.0K | 0.00% | +32+39.0% | Added |
| Gradient Investments LLC | 120 | $18.0K | 0.00% | −160−57.1% | Reduced |
| Proffitt & Goodson Inc | 124 | $18.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 119 | $18.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 123 | $18.0K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 130 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 130 | $19.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 135 | $20.0K | 0.01% | +2+1.5% | Added |
| Gemmer Asset Management LLC | 132 | $20.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 138 | $20.0K | 0.00% | +138 | New |
| Logan Capital Management Inc | 140 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 143 | $21.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 162 | $24.0K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 161 | $24.0K | 0.01% | +5+3.2% | Added |
| Tortoise Investment Management, LLC | 174 | $26.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 174 | $26.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 179 | $27.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 182 | $27.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 195 | $29.0K | 0.01% | +195 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $29.7K | 0.04% | 00.0% | Unchanged |
| Trust Co | 202 | $30.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $30.0K | 0.03% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 200 | $30.0K | 0.01% | +200 | New |
| Robinson Value Management, Ltd. | 200 | $30.0K | 0.03% | +200 | New |
| Ellevest, Inc. | 214 | $32.0K | 0.00% | −6−2.7% | Reduced |
| Aua Capital Management, LLC | 241 | $36.0K | 0.02% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 33,254 | $37.0K | 0.45% | +269+0.8% | Added |
| Piscataqua Savings Bank | 255 | $38.0K | 0.03% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 289 | $43.0K | 0.01% | −86−22.9% | Reduced |
| Solstein Capital, LLC | 288 | $43.0K | 0.02% | +20+7.5% | Added |
| CVA Family Office, LLC | 455 | $48.0K | 0.03% | −5−1.1% | Reduced |
| Selective Wealth Management, Inc. | 350 | $52.0K | 0.03% | +350 | New |
| NEXT Financial Group, Inc | 356 | $53.0K | 0.00% | +238+201.7% | Added |
| Focused Wealth Management, Inc | 380 | $56.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 381 | $57.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 403 | $59.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 412 | $61.2K | 0.00% | +20+5.1% | Added |
| Column Capital Advisors, LLC | 420 | $62.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 423 | $63.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 400 | $67.1K | 0.02% | +43+12.0% | Added |
| Capital Analysts, LLC | 464 | $69.0K | 0.00% | −12−2.5% | Reduced |
| Berman Capital Advisors, LLC | 482 | $71.0K | 0.01% | +164+51.6% | Added |
| Liberty Wealth Management LLC | 466 | $72.0K | 0.03% | +271+139.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 515 | $77.0K | 0.00% | +40+8.4% | Added |
