| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 0 | $11 | 0.00% | 0 | Unchanged |
| Activest Wealth Management | 1 | $195 | 0.00% | −3−75.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 1 | $195 | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 1 | $195 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $195 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $383 | 0.00% | +2 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 2 | $389 | 0.00% | −426,070−100.0% | Reduced |
| Davis Capital Management | 2 | $389 | 0.00% | −1−33.3% | Reduced |
| 1015 Capital Partners, LLC | 2 | $389 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $389 | 0.00% | +2 | New |
| Jackson, Grant Investment Advisers, Inc. | 2 | $389 | 0.00% | +2 | New |
| Tounjian Advisory Partners, LLC | 2 | $389 | 0.00% | +2 | New |
| Downshift Financial, LLC | 2 | $389 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $390 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $390 | 0.00% | +1+100.0% | Added |
| Maryland Capital Advisors Inc. | 2 | $390 | 0.00% | +2 | New |
| Westend Capital Management, LLC | 3 | $584 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $584 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $779 | 0.00% | +3+300.0% | Added |
| Roxbury Financial LLC | 5 | $973 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 5 | $973 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $973 | 0.00% | +2+66.7% | Added |
| LRI Investments, LLC | 5 | $973 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $974 | 0.00% | −1−16.7% | Reduced |
| Avion Wealth | 8 | $1.00K | 0.00% | +5+166.7% | Added |
| GHP Investment Advisors, Inc. | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.36K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $1.36K | 0.00% | −56−88.9% | Reduced |
| Winch Advisory Services, LLC | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $1.36K | 0.00% | +4+133.3% | Added |
| Montag A & Associates Inc | 9 | $1.68K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.75K | 0.00% | +5+125.0% | Added |
| Marshall Investment Management, LLC | 9 | $1.75K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $1.95K | 0.00% | +4+66.7% | Added |
| SWAN Capital LLC | 10 | $1.98K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Creative Capital Management Investments LLC | 11 | $2.14K | 0.00% | +11 | New |
| Caitlin John, LLC | 11 | $2.14K | 0.00% | +11 | New |
| MCF Advisors LLC | 11 | $2.14K | 0.00% | −7−38.9% | Reduced |
| Armstrong Advisory Group, Inc | 11 | $2.14K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $2.34K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 12 | $2.40K | 0.00% | −231−95.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 15 | $2.92K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $2.92K | 0.00% | +2+15.4% | Added |
| Synergy Investment Management, LLC | 19 | $2.99K | 0.00% | +19 | New |
| UMA Financial Services, Inc. | 16 | $3.12K | 0.00% | +3+23.1% | Added |
| Dogwood Wealth Management LLC | 17 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bayban | 19 | $3.70K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 20 | $3.89K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 23 | $4.48K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 23 | $4.48K | 0.00% | +8+53.3% | Added |
| TD Private Client Wealth LLC | 25 | $4.87K | 0.00% | −63−71.6% | Reduced |
| Pittenger & Anderson Inc | 25 | $4.87K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 25 | $4.88K | 0.00% | −2−7.4% | Reduced |
| Hager Investment Management Services, LLC | 26 | $5.06K | 0.00% | −12−31.6% | Reduced |
| Park Place Capital Corp | 28 | $5.45K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 32 | $6.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 36 | $6.33K | 0.00% | −12−25.0% | Reduced |
| Compass Financial Management LLC | 38 | $6.55K | 0.00% | +38 | New |
| Bare Financial Services, Inc | 34 | $6.62K | 0.00% | +21+161.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 34 | $6.62K | 0.00% | −5−12.8% | Reduced |
| Centerpoint Advisors, LLC | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $7.40K | 0.00% | +27+245.5% | Added |
| Cape Investment Advisory, Inc. | 40 | $7.79K | 0.00% | +40 | New |
| Covestor Ltd | 41 | $8.00K | 0.00% | −36−46.8% | Reduced |
| United Financial Planning Group LLC | 45 | $8.76K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 45 | $8.76K | 0.00% | +5+12.5% | Added |
| Silver Grove Financial Group, Inc. | 45 | $8.76K | 0.00% | +45 | New |
| Triumph Capital Management | 45 | $8.77K | 0.00% | +45 | New |
| Crewe Advisors LLC | 49 | $9.54K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $9.73K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 50 | $9.73K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $9.73K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $9.73K | 0.00% | +50 | New |
| Walsh & Associates, LLC | 50 | $9.75K | 0.01% | +50 | New |
| Main Street Group, LTD | 51 | $9.83K | 0.00% | +1+2.0% | Added |
| Rakuten Securities, Inc. | 51 | $9.93K | 0.00% | −39−43.3% | Reduced |
| Key Financial Inc | 51 | $9.93K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 53 | $10.0K | 0.00% | −46−46.5% | Reduced |
| Webster Bank, N. A. | 54 | $10.5K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 54 | $10.5K | 0.00% | +54 | New |
| Miller Wealth Advisors, LLC | 55 | $10.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 56 | $10.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 58 | $11.3K | 0.00% | +58 | New |
| Brown, Lisle/Cummings, Inc. | 59 | $11.5K | 0.00% | −14−19.2% | Reduced |
| Owl Creek Wealth Partners LLC | 60 | $11.7K | 0.00% | +5+9.1% | Added |
| CBIZ Investment Advisory Services, LLC | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 67 | $13.0K | 0.00% | +32+91.4% | Added |
| Simplex Trading, LLC | 71 | $13.8K | 0.00% | +71 | New |
| Sachetta, LLC | 72 | $14.0K | 0.01% | −14−16.3% | Reduced |
| Accent Capital Management, LLC | 75 | $14.6K | 0.01% | +8+11.9% | Added |
| Ritter Daniher Financial Advisory LLC | 75 | $14.6K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 76 | $14.8K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 77 | $15.0K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 79 | $15.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 83 | $15.4K | 0.00% | −400−82.8% | Reduced |
| Meramec Financial Planners, LLC | 88 | $15.5K | 0.01% | 00.0% | Unchanged |