| Private Ocean, LLC | 6 | $0 | 0.00% | +6 | New |
| Front Row Advisors LLC | 16 | $1.00K | 0.00% | +16 | New |
| Bivin & Associates, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 18 | $1.49K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $2.00K | 0.00% | −134−84.8% | Reduced |
| Gradient Investments LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Charter Oak Capital Management, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 44 | $3.00K | 0.00% | +10+29.4% | Added |
| Horan Securities, Inc. | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 42 | $3.00K | 0.00% | +42 | New |
| Capital Advisory Group Advisory Services, LLC | 45 | $3.00K | 0.00% | +45 | New |
| Kelly Financial Services LLC | 39 | $3.01K | 0.00% | +39 | New |
| Missouri Trust & Investment Co | 50 | $4.00K | 0.00% | −77−60.6% | Reduced |
| TCI Wealth Advisors, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 63 | $4.00K | 0.00% | +27+75.0% | Added |
| Sargent Bickham Lagudis LLC | 58 | $4.00K | 0.00% | +58 | New |
| BerganKDV Wealth Management, LLC | 53 | $4.00K | 0.00% | +53 | New |
| Karlinski Andrew C | 46 | $4.00K | 0.01% | +46 | New |
| Northwest Investment Counselors, LLC | 71 | $5.00K | 0.00% | +71 | New |
| RPg Family Wealth Advisory, LLC | 68 | $5.25K | 0.00% | +68 | New |
| CoreFirst Bank & Trust | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 81 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 83 | $6.00K | 0.00% | +83 | New |
| Raffa Wealth Management, LLC | 80 | $6.18K | 0.00% | +53+196.3% | Added |
| Parkside Financial Bank & Trust | 90 | $7.00K | 0.00% | +64+246.2% | Added |
| Candriam Luxembourg S.C.A. | 92 | $7.00K | 0.00% | +92 | New |
| Heritage Wealth Management, LLC | 102 | $8.00K | 0.00% | +102 | New |
| Prestige Wealth Management Group LLC | 117 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 142 | $10.0K | 0.00% | −761−84.3% | Reduced |
| BDO Wealth Advisors, LLC | 130 | $10.0K | 0.00% | +10+8.3% | Added |
| Syverson Strege & Co | 130 | $10.0K | 0.01% | +130 | New |
| Trustcore Financial Services, LLC | 140 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 157 | $12.0K | 0.02% | −710−81.9% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 151 | $12.0K | 0.00% | +151 | New |
| Prospera Financial Services Inc | 168 | $13.0K | 0.00% | +168 | New |
| Orion Capital Management LLC | 180 | $14.0K | 0.01% | +180 | New |
| AlphaMark Advisors, LLC | 200 | $15.0K | 0.01% | −500−71.4% | Reduced |
| MUFG Americas Holdings Corp | 200 | $15.0K | 0.00% | −100−33.3% | Reduced |
| FourThought Financial, LLC | 192 | $15.0K | 0.00% | +26+15.7% | Added |
| Joseph P. Lucia & Associates, LLC | 200 | $15.0K | 0.01% | +200 | New |
| Halpern Financial, Inc. | 203 | $15.7K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 202 | $16.0K | 0.00% | −248−55.1% | Reduced |
| Vectors Research Management, LLC | 210 | $16.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 208 | $16.0K | 0.00% | +8+4.0% | Added |
| Salem Investment Counselors Inc | 219 | $17.0K | 0.00% | +200+1,052.6% | Added |
| McIlrath & Eck, LLC | 239 | $18.0K | 0.01% | −178−42.7% | Reduced |
| EverSource Wealth Advisors, LLC | 237 | $18.0K | 0.00% | +72+43.6% | Added |
| Trust Co | 249 | $19.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 240 | $19.0K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 267 | $21.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 268 | $21.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 300 | $23.0K | 0.03% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 300 | $23.0K | 0.01% | +1+0.3% | Added |
| FinTrust Capital Advisors, LLC | 291 | $23.0K | 0.01% | +39+15.5% | Added |
| Jones Financial Companies LLLP | 300 | $23.0K | 0.00% | +211+237.1% | Added |
| Bartlett & Co. Wealth Management LLC | 310 | $23.9K | 0.00% | +310 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 308 | $24.0K | 0.01% | +52+20.3% | Added |
| Bartlett & Co. LLC | 310 | $24.0K | 0.00% | +310 | New |
| Clearstead Advisors, LLC | 327 | $25.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 340 | $26.0K | 0.02% | +340 | New |
| Beacon Capital Management, LLC | 345 | $26.0K | 0.01% | +345 | New |
| Endurance Wealth Management, Inc. | 351 | $27.0K | 0.00% | +81+30.0% | Added |
| Ancora Advisors, LLC | 359 | $28.0K | 0.00% | +359 | New |
| Financial Perspectives, Inc | 365 | $28.2K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $29.0K | 0.01% | – | New |
| Addison Advisors LLC | 383 | $30.0K | 0.02% | +329+609.3% | Added |
| Curi Capital | 400 | $30.0K | 0.01% | +400 | New |
| SOA Wealth Advisors, LLC. | 401 | $31.0K | 0.01% | +6+1.5% | Added |
| Sandy Spring Bank | 444 | $34.0K | 0.00% | +144+48.0% | Added |
| Catalyst Capital Advisors LLC | 468 | $36.0K | 0.00% | +468 | New |
| First Manhattan Co | 500 | $38.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 488 | $38.0K | 0.00% | +25+5.4% | Added |
| Wolff Wiese Magana LLC | 488 | $38.0K | 0.03% | +203+71.2% | Added |
| Allworth Financial LP | 497 | $38.0K | 0.00% | +297+148.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 500 | $38.0K | 0.00% | +500 | New |
| Lee Financial Co | 500 | $39.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 500 | $39.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 500 | $39.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 535 | $41.0K | 0.01% | −1,100−67.3% | Reduced |
| Atlas Capital Advisors LLC | 532 | $41.1K | 0.01% | +141+36.1% | Added |
| Newbridge Financial Services Group, Inc. | 556 | $43.0K | 0.02% | +18+3.3% | Added |
| Sawyer & Company, Inc | 555 | $43.0K | 0.02% | +555 | New |
| TD Ameritrade Investment Management, LLC | 574 | $44.0K | 0.00% | +574 | New |
| Bogart Wealth, LLC | 600 | $46.0K | 0.00% | +300+100.0% | Added |
| Tyler-Stone Wealth Management | 683 | $53.0K | 0.03% | +25+3.8% | Added |
| Kistler-Tiffany Companies, LLC | 690 | $53.0K | 0.01% | +690 | New |
| Canton Hathaway, LLC | 700 | $54.0K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 700 | $54.0K | 0.02% | +700 | New |
| Caldwell Trust Co | 700 | $54.1K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 800 | $62.0K | 0.00% | +200+33.3% | Added |