| Albion Financial Group | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Karlinski Andrew C | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 103 | $0 | 0.00% | +103 | New |
| CFS Investment Advisory Services, LLC | 42,651 | $0 | 0.00% | +42,651 | New |
| Baron Financial Group, LLC | 2 | $479 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $718 | 0.00% | – | – |
| Tucker Asset Management LLC | 3 | $719 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −8,910−100.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.04% | −1−25.0% | Reduced |
| Surevest, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 6 | $1.00K | 0.00% | +1+20.0% | Added |
| Marquette Asset Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Atticus Wealth Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| GoalVest Advisory LLC | 6 | $1.00K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Lansing Street Advisors | 2 | $1.00K | 0.00% | +2 | New |
| Financial Perspectives, Inc | 6 | $1.44K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 8 | $1.92K | 0.00% | +8 | New |
| 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 |
| Mark Sheptoff Financial Planning, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | +3+75.0% | Added |
| CNB Bank | 8 | $2.00K | 0.00% | +8 | New |
| Avondale Wealth Management | 10 | $2.00K | 0.00% | +10 | New |
| Stephens Consulting, LLC | 9 | $2.16K | 0.00% | −8−47.1% | Reduced |
| Cornerstone Management, Inc. | 12 | $2.88K | 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 |
| Dixon Hughes Goodman Wealth Advisors LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 303 | $3.00K | 0.00% | +5+1.7% | Added |
| Burleson & Company, LLC | 14 | $3.00K | 0.00% | +5+55.6% | Added |
| NewSquare Capital LLC | 11 | $3.00K | 0.00% | +7+175.0% | Added |
| Pinnacle Financial Partners Inc | 12 | $3.00K | 0.00% | +12 | New |
| Joseph P. Lucia & Associates, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Oliver Lagore Vanvalin Investment Group | 13 | $3.00K | 0.00% | +13 | New |
| Archer Investment Corp | 13 | $3.30K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 15 | $4.00K | 0.00% | −31−67.4% | Reduced |
| McClarren Financial Advisors, Inc. | 18 | $4.00K | 0.00% | −1−5.3% | Reduced |
| 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 |
| Lumature Wealth Partners, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 16 | $4.00K | 0.00% | +16 | New |
| Hoey Investments, Inc | 20 | $5.00K | 0.00% | −70−77.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $5.00K | 0.00% | −66−75.0% | Reduced |
| USA Financial Portformulas Corp | 21 | $5.00K | 0.01% | −6−22.2% | Reduced |
| Holloway Wealth Management, LLC | – | $5.00K | 0.00% | – | – |
| Bellwether Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 22 | $5.00K | 0.00% | +22 | New |
| Cyrus J. Lawrence, LLC | 19 | $5.00K | 0.00% | +19 | New |
| Riggs Asset Managment Co. Inc. | 25 | $6.00K | 0.00% | −30−54.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 26 | $6.00K | 0.00% | −26−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 23 | $6.00K | 0.00% | −6−20.7% | Reduced |
| Lenox Wealth Advisors, LLC | 25 | $6.00K | 0.00% | +1+4.2% | Added |
| Professional Financial Advisors, LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $6.00K | 0.00% | +9+50.0% | Added |
| Alaethes Wealth LLC | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 34 | $8.00K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 35 | $8.00K | 0.00% | +35 | New |
| Syverson Strege & Co | 34 | $8.00K | 0.01% | +34 | New |
| Cordant, Inc. | 34 | $8.00K | 0.00% | +34 | New |
| NVWM, LLC | 36 | $9.00K | 0.00% | −200−84.7% | Reduced |
| Tompkins Financial Corp | 39 | $9.00K | 0.00% | +39 | New |
| Capital Advisory Group Advisory Services, LLC | 38 | $9.00K | 0.00% | +38 | New |
| Heritage Wealth Management, LLC | 36 | $9.00K | 0.00% | +36 | New |
| Investors Research Corp | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 40 | $10.0K | 0.00% | +40 | New |
| DeDora Capital, Inc. | 42 | $10.0K | 0.00% | +42 | New |
| Arrow Financial Corp | 44 | $11.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $11.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 46 | $11.0K | 0.00% | +46 | New |
| Selective Wealth Management, Inc. | 52 | $12.0K | 0.00% | −52−50.0% | Reduced |
| First Personal Financial Services | 48 | $12.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 53 | $13.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 53 | $13.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 54 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 55 | $13.0K | 0.00% | +29+111.5% | Added |
| Siena Capital LLC | 52 | $13.0K | 0.01% | +52 | New |
| Ahrens Investment Partners LLC | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 59 | $14.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 62 | $15.0K | 0.00% | −247−79.9% | Reduced |
| BDO Wealth Advisors, LLC | 63 | $15.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 61 | $15.0K | 0.00% | 00.0% | Unchanged |