| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 288 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Kelly Financial Services LLC | 25,030 | $106 | 0.00% | +24,980+49,960.0% | Added |
| WestEnd Advisors, LLC | – | $711 | 0.00% | – | New |
| Financial Enhancement Group LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Ade, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Financial Perspectives, Inc | 6 | $1.42K | 0.00% | −1,444−99.6% | Reduced |
| Longfellow Investment Management Co LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Lenox Wealth Advisors, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 12 | $3.00K | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $5.00K | 0.00% | – | – |
| RPG Investment Advisory, LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 25 | $6.00K | 0.01% | −3−10.7% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 27 | $6.00K | 0.00% | +27 | New |
| Paragon Wealth Strategies, LLC | 24 | $6.00K | 0.00% | +24 | New |
| Strategic Blueprint, LLC | 26 | $6.00K | 0.00% | +26 | New |
| Professional Financial Advisors, LLC | 24 | $6.00K | 0.00% | +24 | New |
| First Bank & Trust | 28 | $7.00K | 0.00% | −8−22.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 28 | $7.00K | 0.00% | +2+7.7% | Added |
| Lake Point Wealth Management | 28 | $7.00K | 0.00% | +28 | New |
| Alaethes Wealth LLC | 29 | $7.00K | 0.01% | +29 | New |
| Corsicana & Co. | 31 | $7.00K | 0.00% | +31 | New |
| Stonebridge Financial Planning Group, LLC | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 32 | $8.00K | 0.00% | −7−17.9% | Reduced |
| Freedman Financial Associates, Inc. | 34 | $8.00K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 34 | $8.00K | 0.00% | +34 | New |
| Investors Research Corp | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 39 | $9.00K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 38 | $9.05K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 43 | $10.0K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 44 | $10.4K | 0.00% | +44 | New |
| Laurel Wealth Advisors LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 49 | $12.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 51 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 54 | $13.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 54 | $13.0K | 0.01% | +19+54.3% | Added |
| Atlantic Trust, LLC | 54 | $13.0K | 0.01% | +54 | New |
| Personal Wealth Partners | 54 | $13.0K | 0.01% | +54 | New |
| Dark Forest Capital Management LP | 54 | $13.0K | 0.01% | +54 | New |
| Raffa Wealth Management, LLC | 56 | $13.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 61 | $14.0K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 59 | $14.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 58 | $14.0K | 0.00% | +58 | New |
| Institutional & Family Asset Management, LLC | 65 | $15.0K | 0.00% | −4−5.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 62 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 64 | $15.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 70 | $17.0K | 0.00% | −182−72.2% | Reduced |
| First Personal Financial Services | 70 | $17.0K | 0.00% | −23−24.7% | Reduced |
| Tradition Wealth Management, LLC | 73 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 74 | $17.0K | 0.02% | +1+1.4% | Added |
| Sound Income Strategies, LLC | 73 | $17.0K | 0.00% | +7+10.6% | Added |
| Coastal Capital Group, Inc. | 76 | $18.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 81 | $19.0K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 85 | $20.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 90 | $21.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 92 | $22.0K | 0.01% | −16−14.8% | Reduced |
| FinTrust Capital Advisors, LLC | 93 | $22.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 92 | $22.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 92 | $22.0K | 0.01% | +45+95.7% | Added |