| USA Financial Portformulas Corp | 3 | $0 | 0.00% | −5,397−99.9% | Reduced |
| Financial Enhancement Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $615 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 6 | $1.00K | 0.00% | −24−80.0% | Reduced |
| Johnson Financial Group, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $2.00K | 0.00% | −191−95.0% | Reduced |
| Van Eck Associates Corp | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Meridian Wealth Partners, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Financial Perspectives, Inc | 17 | $2.61K | 0.00% | −660−97.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 18 | $2.77K | 0.00% | −9−33.3% | Reduced |
| Robbins Farley LLC | 22 | $3.00K | 0.00% | −8,470−99.7% | Reduced |
| Bartlett & Co. LLC | 18 | $3.00K | 0.00% | −9−33.3% | Reduced |
| Winch Advisory Services, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 20 | $3.00K | 0.00% | +6+42.9% | Added |
| Baron Financial Group, LLC | 24 | $3.69K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $4.00K | 0.00% | +25 | New |
| Reilly Financial Advisors, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Private Capital Group, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 30 | $5.00K | 0.00% | +30 | New |
| Fortis Advisors, LLC | 32 | $5.00K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 30 | $5.00K | 0.00% | +30 | New |
| Bedel Financial Consulting, Inc. | 41 | $6.00K | 0.00% | −150−78.5% | Reduced |
| Rockbridge Investment Management, LCC | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 38 | $6.00K | 0.00% | +3+8.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 40 | $6.00K | 0.00% | +40 | New |
| Liberty Wealth Management LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 54 | $8.00K | 0.00% | +34+170.0% | Added |
| CVA Family Office, LLC | 75 | $9.00K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 59 | $9.07K | 0.00% | +20+51.3% | Added |
| Global Retirement Partners, LLC | 64 | $10.0K | 0.00% | −5−7.2% | Reduced |
| West Oak Capital, LLC | 63 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 66 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 65 | $10.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 62 | $10.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 72 | $11.0K | 0.00% | −375−83.9% | Reduced |
| Toth Financial Advisory Corp | 79 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 75 | $12.0K | 0.00% | +75 | New |
| Retirement Group, LLC | 87 | $13.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 88 | $14.0K | 0.01% | −50−36.2% | Reduced |
| HC Financial Advisors Inc | 92 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 94 | $14.0K | 0.00% | +94 | New |
| Bellevue Asset Management, LLC | 100 | $15.0K | 0.01% | −39−28.1% | Reduced |
| Evolution Wealth Advisors, LLC | 100 | $15.0K | 0.00% | −4−3.8% | Reduced |
| First Manhattan Co | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 110 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 108 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 110 | $17.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 115 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 115 | $18.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 146 | $22.0K | 0.01% | −656−81.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 141 | $22.0K | 0.00% | −200−58.7% | Reduced |
| Norway Savings Bank | 145 | $22.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 146 | $22.4K | 0.00% | +146 | New |
| Catalyst Capital Advisors LLC | 152 | $23.0K | 0.00% | −14−8.4% | Reduced |
| BDO Wealth Advisors, LLC | 150 | $23.0K | 0.00% | −10−6.3% | Reduced |
| Farmers & Merchants Investments Inc | 157 | $24.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 155 | $24.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 158 | $25.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 170 | $26.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 172 | $26.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 167 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $27.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 191 | $29.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $31.0K | 0.02% | −200−50.0% | Reduced |
| Washington Trust Co | 200 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $31.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 216 | $33.0K | 0.00% | +38+21.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 221 | $34.0K | 0.00% | −179−44.8% | Reduced |