| RVW Wealth, LLC | 4,777 | $0 | 0.00% | −27,711−85.3% | Reduced |
| Firestone Capital Management | 5 | $0 | 0.00% | −500−99.0% | Reduced |
| Sound Income Strategies, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 2 | $0 | 0.00% | −18−90.0% | Reduced |
| Sterling Investment Advisors, Ltd. | 4 | $0 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 7 | $0 | 0.00% | +7 | New |
| Red Door Wealth Management, LLC | 10 | $0 | 0.00% | +10 | New |
| Carolina Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Ten Capital Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Kelly Financial Services LLC | 57 | $1 | 0.00% | +52+1,040.0% | Added |
| Manchester Capital Management LLC | 15 | $1.00K | 0.00% | −138−90.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 10 | $1.00K | 0.00% | −100−90.9% | Reduced |
| JFS Wealth Advisors, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 12 | $1.00K | 0.00% | +9+300.0% | Added |
| Burleson & Company, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 18 | $1.00K | 0.00% | +18 | New |
| Asset Dedication, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Focused Wealth Management, Inc | 20 | $1.00K | 0.00% | +20 | New |
| Gemmer Asset Management LLC | 12 | $1.00K | 0.00% | +12 | New |
| Financial Avengers, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Charter Oak Capital Management, LLC | 200 | $2.00K | 0.00% | −70−25.9% | Reduced |
| Hanson & Doremus Investment Management | 512 | $2.00K | 0.00% | +453+767.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 44 | $2.00K | 0.00% | +30+214.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Lindbrook Capital, LLC | 31 | $2.00K | 0.00% | +31 | New |
| Pacifica Partners Inc. | 40 | $2.00K | 0.00% | +40 | New |
| Navigation Wealth Management, Inc. | 40 | $2.00K | 0.00% | +40 | New |
| Tradewinds Capital Management, LLC | 50 | $3.00K | 0.00% | −5,155−99.0% | Reduced |
| Howe & Rusling Inc | 51 | $3.00K | 0.00% | −689−93.1% | Reduced |
| FinTrust Capital Advisors, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 60 | $3.00K | 0.00% | −50−45.5% | Reduced |
| Central Trust Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 47 | $3.00K | 0.00% | +32+213.3% | Added |
| Albion Financial Group | 52 | $3.00K | 0.00% | +52 | New |
| Reilly Financial Advisors, LLC | 75 | $4.00K | 0.00% | −25−25.0% | Reduced |
| Activest Wealth Management | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 64 | $4.00K | 0.00% | +64 | New |
| Lowe Wealth Advisors, LLC | 80 | $5.00K | 0.00% | −20−20.0% | Reduced |
| Signaturefd, LLC | 107 | $6.00K | 0.00% | −7,893−98.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 100 | $6.00K | 0.00% | −2,800−96.6% | Reduced |
| Bedel Financial Consulting, Inc. | 109 | $6.00K | 0.00% | −469−81.1% | Reduced |
| Gradient Investments LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 112 | $6.00K | 0.00% | +100+833.3% | Added |
| Adirondack Trust Co | 100 | $6.00K | 0.00% | +100 | New |
| Benjamin Edwards Inc | 100 | $6.00K | 0.00% | +100 | New |
| Baystate Wealth Management LLC | 100 | $6.00K | 0.00% | +100 | New |
| Princeton Global Asset Management LLC | 100 | $6.00K | 0.00% | +100 | New |
| Hexagon Capital Partners LLC | 100 | $6.00K | 0.00% | +100 | New |
| FMR LLC | 121 | $7.00K | 0.00% | −42−25.8% | Reduced |
| AdvisorNet Financial, Inc | 143 | $8.00K | 0.00% | −380−72.7% | Reduced |
| Pittenger & Anderson Inc | 160 | $9.00K | 0.00% | +160 | New |
| Johnson Midwest Financial, LLC | 155 | $9.00K | 0.01% | +155 | New |
| Avion Wealth | 150 | $9.00K | 0.00% | +150 | New |
| Stonebridge Financial Planning Group, LLC | 200 | $9.00K | 0.00% | +200 | New |
| Walled Lake Planning & Wealth Management, LLC | 150 | $9.00K | 0.01% | +150 | New |
| Modus Advisors, LLC | 181 | $10.0K | 0.00% | +181 | New |
| Arkadios Wealth Advisors | 200 | $11.0K | 0.00% | −400−66.7% | Reduced |
| Carroll Financial Associates, Inc. | 210 | $11.0K | 0.00% | +106+101.9% | Added |
| Hoey Investments, Inc | 200 | $11.0K | 0.00% | +200 | New |
| Atlas Capital Advisors LLC | 201 | $11.4K | 0.00% | −100−33.2% | Reduced |
| Global Trust Asset Management, LLC | 220 | $12.0K | 0.01% | +220 | New |
| Parallel Advisors, LLC | 251 | $14.0K | 0.00% | −73−22.5% | Reduced |
| MCF Advisors LLC | 250 | $14.0K | 0.00% | +167+201.2% | Added |
| Steward Partners Investment Advisory, LLC | 280 | $16.0K | 0.00% | −10−3.4% | Reduced |
| Professional Financial Advisors, LLC | 290 | $16.0K | 0.01% | +175+152.2% | Added |
| Savior LLC | 300 | $17.0K | 0.01% | −60−16.7% | Reduced |
| Harbor Investment Advisory, LLC | 300 | $17.0K | 0.00% | +100+50.0% | Added |
| Strategic Blueprint, LLC | 303 | $17.0K | 0.00% | +303 | New |
| NEXT Financial Group, Inc | 325 | $18.0K | 0.00% | +271+501.9% | Added |
| Quadrant Capital Group LLC | 364 | $21.0K | 0.00% | +364 | New |
| Ford Financial Group, LLC | 401 | $22.0K | 0.01% | +401 | New |
| Global Retirement Partners, LLC | 400 | $23.0K | 0.00% | +87+27.8% | Added |
| Institutional & Family Asset Management, LLC | 400 | $23.0K | 0.00% | +400 | New |
| First Bank & Trust | 397 | $23.0K | 0.01% | +397 | New |
| Northwestern Mutual Wealth Management Co | 420 | $24.0K | 0.00% | −24,262−98.3% | Reduced |
| Glassman Wealth Services | 465 | $26.0K | 0.01% | −2,691−85.3% | Reduced |
| Wagner Wealth Management, LLC | 450 | $26.0K | 0.02% | +450 | New |
| Simon Quick Advisors, LLC | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 510 | $28.0K | 0.00% | +510 | New |
| Evolution Wealth Advisors, LLC | 500 | $28.0K | 0.01% | +500 | New |
| Sittner & Nelson, LLC | 500 | $28.0K | 0.02% | +500 | New |
| Rockbridge Investment Management, LCC | 552 | $31.0K | 0.01% | +552 | New |
| TCI Wealth Advisors, Inc. | 642 | $36.0K | 0.01% | +442+221.0% | Added |
| Neo Ivy Capital Management | 661 | $37.0K | 0.04% | +661 | New |
| CWM, LLC | 665 | $38.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 670 | $38.0K | 0.00% | +537+403.8% | Added |
| Berman Capital Advisors, LLC | 835 | $47.0K | 0.01% | +835 | New |
| Cordasco Financial Network | 850 | $48.0K | 0.03% | −650−43.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 844 | $48.0K | 0.00% | +842+42,100.0% | Added |
| Vestor Capital, LLC | 843 | $48.0K | 0.01% | +843 | New |
| Ellevest, Inc. | 926 | $52.0K | 0.01% | +5+0.5% | Added |
| Captrust Financial Advisors | 1,007 | $57.0K | 0.00% | +327+48.1% | Added |
| Optimum Investment Advisors | 1,025 | $58.0K | 0.02% | +925+925.0% | Added |
| Advisory Services Network, LLC | 1,051 | $60.0K | 0.00% | −9,256−89.8% | Reduced |
| Shay Capital LLC | 1,100 | $62.0K | 0.01% | +1,100 | New |
| Systematic Alpha Investments, LLC | 2,000 | $64.0K | 0.00% | +2,000 | New |
| Spire Wealth Management | 1,240 | $70.0K | 0.00% | +146+13.3% | Added |
| Valeo Financial Advisors, LLC | 1,283 | $73.0K | 0.00% | +583+83.3% | Added |
| Geneos Wealth Management Inc. | 1,557 | $80.0K | 0.00% | −893−36.4% | Reduced |