| Larson Financial Group LLC | 1 | $0 | 0.00% | −41−97.6% | Reduced |
| Aspire Private Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 1 | $258 | 0.00% | – | – |
| Atticus Wealth Management, LLC | 5 | $1.00K | 0.00% | −25−83.3% | Reduced |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | −16−80.0% | Reduced |
| Cordasco Financial Network | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | +4 | New |
| Stephens Consulting, LLC | 8 | $1.95K | 0.00% | +8 | New |
| Sound Income Strategies, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $2.00K | 0.00% | +6 | New |
| Chilton Capital Management LLC | 10 | $3.00K | 0.00% | +10 | New |
| Alpha Paradigm Partners, LLC | 13 | $3.00K | 0.00% | +13 | New |
| FSC Wealth Advisors, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Tevis Investment Management | 11 | $3.00K | 0.00% | +11 | New |
| Endurance Wealth Management, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| TAP Consulting, LLC | 14 | $4.00K | 0.00% | +14 | New |
| Core Alternative Capital | 16 | $4.00K | 0.00% | +16 | New |
| Sierra Capital LLC | 15 | $4.00K | 0.00% | +15 | New |
| Schubert & Co | 15 | $4.00K | 0.00% | +15 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 20 | $4.00K | 0.00% | +20 | New |
| Focused Wealth Management, Inc | 19 | $5.00K | 0.00% | −475−96.2% | Reduced |
| Iron Horse Wealth Management, LLC | 20 | $5.00K | 0.00% | −38−65.5% | Reduced |
| Rocky Mountain Advisers, LLC | 20 | $5.00K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 22 | $6.00K | 0.01% | +22 | New |
| Sterling Investment Advisors, Ltd. | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 33 | $9.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $9.00K | 0.00% | +10+40.0% | Added |
| West Branch Capital LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 40 | $10.0K | 0.00% | +40 | New |
| Advanced Research Investment Solutions, LLC | 40 | $10.0K | 0.00% | +40 | New |
| Baron Financial Group, LLC | 40 | $10.3K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 42 | $11.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 44 | $11.0K | 0.01% | +44 | New |
| Pittenger & Anderson Inc | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 45 | $12.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $13.0K | 0.00% | −82−62.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 49 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $14.0K | 0.00% | −5−8.5% | Reduced |
| Magnolia Capital Management Ltd | 55 | $14.0K | 0.01% | +55 | New |
| Financial Perspectives, Inc | 55 | $14.2K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 58 | $15.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 57 | $15.0K | 0.00% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 60 | $15.0K | 0.01% | +60 | New |
| Rock Creek Group, LP | 60 | $16.0K | 0.00% | −131−68.6% | Reduced |
| Loomis Sayles & Co L P | 60 | $16.0K | 0.00% | −8−11.8% | Reduced |
| Financial Avengers, Inc. | 61 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 64 | $16.0K | 0.01% | +64 | New |
| JJJ Advisors Inc. | 67 | $17.0K | 0.01% | +50+294.1% | Added |
| Clearview Wealth Advisors LLC | 68 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $18.0K | 0.00% | +35+97.2% | Added |
| Blue Bell Private Wealth Management, LLC | 70 | $18.0K | 0.00% | +70 | New |
| Cedar Wealth Management, LLC | 75 | $19.0K | 0.01% | +75 | New |
| Steward Financial Group LLC | 75 | $19.0K | 0.02% | +75 | New |
| Rise Advisors, LLC | 75 | $19.5K | 0.02% | +75 | New |
| Plante Moran Financial Advisors, LLC | 81 | $21.0K | 0.00% | −969−92.3% | Reduced |
| First Personal Financial Services | 82 | $21.0K | 0.00% | +47+134.3% | Added |
| Gemmer Asset Management LLC | 88 | $23.0K | 0.00% | −16−15.4% | Reduced |
| Advocacy Wealth Management Services, LLC | 95 | $25.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 96 | $25.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 95 | $25.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 95 | $25.0K | 0.01% | +95 | New |
| C M Bidwell & Associates Ltd | 100 | $26.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 101 | $26.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 100 | $26.0K | 0.01% | +100 | New |
| Gleason Group, Inc. | 103 | $27.0K | 0.01% | +1+1.0% | Added |
| West Paces Advisors Inc. | 108 | $27.9K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 116 | $30.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 121 | $31.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 124 | $32.0K | 0.00% | −5,696−97.9% | Reduced |
| RWM Asset Management, LLC | 123 | $32.0K | 0.01% | −25−16.9% | Reduced |
| CNB Bank | 125 | $32.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 124 | $32.0K | 0.01% | +35+39.3% | Added |
| West Oak Capital, LLC | 127 | $33.0K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 127 | $33.0K | 0.00% | +127 | New |
| Level Financial Advisors, Inc. | 131 | $34.0K | 0.03% | +131 | New |
| Earnest Partners LLC | 136 | $35.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 135 | $35.0K | 0.00% | +1+0.7% | Added |
| Capital Analysts, LLC | 141 | $36.0K | 0.00% | −171−54.8% | Reduced |
| Tarbox Family Office, Inc. | 140 | $36.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 140 | $36.0K | 0.02% | +140 | New |
| Graves-Light Private Wealth Management, Inc. | 143 | $37.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 143 | $37.0K | 0.03% | +143 | New |
| Atwood & Palmer Inc | 150 | $39.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 150 | $39.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 149 | $39.0K | 0.00% | +20+15.5% | Added |
| JNBA Financial Advisors | 152 | $39.0K | 0.00% | +47+44.8% | Added |
| Activest Wealth Management | 151 | $39.0K | 0.02% | +60+65.9% | Added |
| Rockbridge Investment Management, LCC | 151 | $39.0K | 0.01% | +117+344.1% | Added |