| Pacific Center for Financial Services | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $600 | 0.00% | – | – |
| Tucker Asset Management LLC | 3 | $641 | 0.00% | +3 | New |
| CVA Family Office, LLC | 4 | $1.00K | 0.00% | −400−99.0% | Reduced |
| 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 |
| NewSquare Capital LLC | 4 | $1.00K | 0.00% | +4 | New |
| Kozak & Associates, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Financial Perspectives, Inc | 6 | $1.20K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 10 | $2.00K | 0.00% | −20−66.7% | Reduced |
| Lenox Wealth Advisors, LLC | 9 | $2.00K | 0.00% | −2−18.2% | Reduced |
| Retirement Group, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| SRS Capital Advisors, Inc. | 10 | $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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 301 | $2.00K | 0.00% | +13+4.5% | Added |
| Lee Financial Co | 11 | $2.00K | 0.00% | +11 | New |
| Consolidated Planning Corp | 10 | $2.00K | 0.00% | +10 | New |
| Pflug Koory, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Holloway Wealth Management, LLC | – | $4.00K | 0.00% | – | – |
| RPG Investment Advisory, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| BBVA USA | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 24 | $5.00K | 0.00% | −1−4.0% | Reduced |
| Professional Financial Advisors, LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $5.00K | 0.00% | +16+177.8% | Added |
| Liberty Wealth Management LLC | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 32 | $6.00K | 0.00% | +12+60.0% | Added |
| BDO Wealth Advisors, LLC | 33 | $7.00K | 0.00% | −32−49.2% | Reduced |
| Freedman Financial Associates, Inc. | 34 | $7.00K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 36 | $7.00K | 0.00% | +7+24.1% | Added |
| Global Financial Private Client, LLC | 38 | $7.70K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 45 | $9.00K | 0.00% | −497−91.7% | Reduced |
| Arrow Financial Corp | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 45 | $9.00K | 0.00% | +19+73.1% | Added |
| Total Clarity Wealth Management, Inc. | 43 | $9.00K | 0.00% | +43 | New |
| Laurel Wealth Advisors LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 48 | $10.0K | 0.00% | +27+128.6% | Added |
| Riggs Asset Managment Co. Inc. | 55 | $11.0K | 0.00% | −10−15.4% | Reduced |
| Tortoise Investment Management, LLC | 53 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 54 | $11.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 53 | $11.0K | 0.00% | +19+55.9% | Added |
| Benjamin Edwards Inc | 55 | $11.0K | 0.01% | +55 | New |
| Sterling Financial Planning, Inc. | 55 | $11.0K | 0.01% | +55 | New |
| First Personal Financial Services | 60 | $12.0K | 0.00% | −10−14.3% | Reduced |
| Larson Financial Group LLC | 61 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 54 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $12.0K | 0.00% | +61 | New |
| Raffa Wealth Management, LLC | 63 | $12.6K | 0.00% | +7+12.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 63 | $13.0K | 0.01% | +4+6.8% | Added |
| Cedar Mountain Advisors, LLC | 66 | $13.0K | 0.00% | +43+187.0% | Added |
| Wealthstreet Investment Advisors, LLC | 70 | $14.0K | 0.39% | −630−90.0% | Reduced |
| Sound Income Strategies, LLC | 69 | $14.0K | 0.00% | −4−5.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 74 | $14.0K | 0.00% | +74 | New |
| Exchange Traded Concepts, LLC | 73 | $15.0K | 0.00% | −927−92.7% | Reduced |
| Private Ocean, LLC | 76 | $15.0K | 0.00% | −86−53.1% | Reduced |
| Coastal Capital Group, Inc. | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 74 | $15.0K | 0.00% | +1+1.4% | Added |
| Sage Private Wealth Group, LLC | 74 | $15.0K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 73 | $15.0K | 0.01% | +68+1,360.0% | Added |
| TSFG, LLC | 81 | $16.0K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 85 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 85 | $17.0K | 0.00% | +85 | New |
| Kayne Anderson Rudnick Investment Management LLC | 88 | $18.0K | 0.00% | −67−43.2% | Reduced |
| Gables Capital Management Inc. | 92 | $18.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 88 | $18.0K | 0.01% | −4−4.3% | Reduced |
| Pinnacle Bancorp, Inc. | 90 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 90 | $18.0K | 0.01% | +90 | New |
| PrairieView Partners, LLC | 97 | $19.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 93 | $19.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 97 | $19.0K | 0.01% | +97 | New |
| Cribstone Capital Management, LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 98 | $20.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 99 | $20.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $20.0K | 0.00% | +35+53.8% | Added |
| Selective Wealth Management, Inc. | 104 | $21.0K | 0.01% | +100+2,500.0% | Added |
| Kelly Financial Services LLC | 106 | $21.2K | 0.01% | −24,924−99.6% | Reduced |