| Albion Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 113 | $0 | 0.00% | +10+9.7% | Added |
| Karlinski Andrew C | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Baron Financial Group, LLC | 2 | $527 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3 | $791 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 5 | $1.00K | 0.00% | −9−64.3% | Reduced |
| Marquette Asset Management, LLC | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| Surevest, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Dark Forest Capital Management LP | 3 | $1.00K | 0.00% | +3 | New |
| Better Money Decisions, LLC | 3 | $1.00K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $1.05K | 0.00% | – | – |
| Financial Perspectives, Inc | 6 | $1.59K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $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 |
| Mach-1 Financial Group, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 8 | $2.00K | 0.00% | +8 | New |
| Johnson Midwest Financial, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Financial Synergies Wealth Advisors, Inc. | 9 | $2.37K | 0.00% | +9 | New |
| Pinnacle Financial Partners Inc | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital 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 |
| Joseph P. Lucia & Associates, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $3.00K | 0.00% | +6+85.7% | Added |
| Leelyn Smith, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 13 | $3.43K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $4.00K | 0.00% | −2,817−99.4% | Reduced |
| First Bank & Trust | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 16 | $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 |
| Lumature Wealth Partners, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 303 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 16 | $4.00K | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 18 | $5.00K | 0.00% | −9−33.3% | Reduced |
| USA Financial Portformulas Corp | 19 | $5.00K | 0.01% | −2−9.5% | Reduced |
| Hoey Investments, Inc | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 18 | $5.00K | 0.00% | +12+200.0% | Added |
| Altshuler Shaham Ltd | 20 | $5.00K | 0.00% | +20 | New |
| Professional Financial Advisors, LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 22 | $6.00K | 0.00% | +9+69.2% | Added |
| Curi Capital | 24 | $6.00K | 0.00% | +18+300.0% | Added |
| Chilton Capital Management LLC | 21 | $6.00K | 0.00% | +21 | New |
| QVR LLC | 27 | $7.00K | 0.01% | −259−90.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 26 | $7.00K | 0.00% | +4+18.2% | Added |
| Bangor Savings Bank | 25 | $7.00K | 0.00% | +25 | New |
| Corsicana & Co. | 31 | $8.00K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 27 | $8.00K | 0.01% | +27 | New |
| NVWM, LLC | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 37 | $10.0K | 0.00% | −9−19.6% | Reduced |
| Tompkins Financial Corp | 39 | $10.0K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 36 | $10.0K | 0.01% | +21+140.0% | Added |
| Rise Advisors, LLC | 38 | $10.0K | 0.01% | +38 | New |
| Hexagon Capital Partners LLC | 37 | $10.0K | 0.00% | +37 | New |
| Activest Wealth Management | 38 | $10.0K | 0.01% | +38 | New |
| Investors Research Corp | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 41 | $11.0K | 0.01% | +24+141.2% | Added |
| Arrow Financial Corp | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 45 | $12.0K | 0.00% | +22+95.7% | Added |
| Enterprise Trust & Investment Co | 45 | $12.0K | 0.01% | +36+400.0% | Added |
| Lee Financial Co | 51 | $13.0K | 0.00% | −4−7.3% | Reduced |
| First Personal Financial Services | 48 | $13.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 49 | $13.0K | 0.00% | +14+40.0% | Added |
| Tfo-TDC, LLC | 50 | $13.0K | 0.00% | +50 | New |
| Birch Capital Management, LLC | 52 | $13.7K | 0.01% | −46−46.9% | Reduced |
| Tortoise Investment Management, LLC | 53 | $14.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 54 | $14.0K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 52 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 57 | $15.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 62 | $16.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 61 | $16.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 59 | $16.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $16.6K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 66 | $17.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 63 | $17.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 64 | $17.0K | 0.01% | +11+20.8% | Added |
| Syverson Strege & Co | 66 | $17.0K | 0.01% | +32+94.1% | Added |
| Evermay Wealth Management LLC | 70 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 73 | $19.0K | 0.01% | −2−2.7% | Reduced |
| Rational Advisors LLC | 72 | $19.0K | 0.00% | +2+2.9% | Added |
| Sound Income Strategies, LLC | 71 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 76 | $20.0K | 0.00% | −18−19.1% | Reduced |
| American National Bank | 75 | $20.0K | 0.00% | 00.0% | Unchanged |