| Lenox Wealth Advisors, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Larson Financial Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| Cordasco Financial Network | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 161,973 | $1.00K | 0.00% | +161,973 | New |
| Stephens Consulting, LLC | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| Atticus Wealth Management, LLC | 9 | $2.00K | 0.00% | +4+80.0% | Added |
| MCF Advisors LLC | 8 | $2.00K | 0.00% | +8 | New |
| JJJ Advisors Inc. | 11 | $3.00K | 0.00% | −56−83.6% | Reduced |
| Schubert & Co | 14 | $3.00K | 0.00% | −1−6.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Focused Wealth Management, Inc | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 19 | $4.00K | 0.00% | +8+72.7% | Added |
| USA Financial Portformulas Corp | 18 | $4.00K | 0.00% | +14+350.0% | Added |
| GW&K Investment Management, LLC | 17 | $4.00K | 0.00% | +17 | New |
| Rocky Mountain Advisers, LLC | 20 | $5.00K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $7.00K | 0.00% | +15+100.0% | Added |
| Cordant, Inc. | 32 | $7.00K | 0.00% | +32 | New |
| Sterling Investment Advisors, Ltd. | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 34 | $8.00K | 0.00% | +34 | New |
| West Branch Capital LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 40 | $9.26K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $10.0K | 0.00% | −213−83.5% | Reduced |
| Pittenger & Anderson Inc | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 51 | $12.0K | 0.01% | −100−66.2% | Reduced |
| Global Trust Asset Management, LLC | 51 | $12.0K | 0.00% | −7−12.1% | Reduced |
| Valley National Advisers Inc | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $12.5K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 55 | $12.7K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 57 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 60 | $14.0K | 0.00% | −350−85.4% | Reduced |
| CVA Family Office, LLC | 60 | $14.0K | 0.00% | −95−61.3% | Reduced |
| Financial Avengers, Inc. | 61 | $14.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 65 | $15.0K | 0.01% | −370−85.1% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 70 | $16.0K | 0.01% | −220−75.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 70 | $16.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 68 | $16.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 73 | $17.0K | 0.00% | −410−84.9% | Reduced |
| Rise Advisors, LLC | 75 | $17.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 75 | $17.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 75 | $17.0K | 0.02% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 75 | $17.0K | 0.00% | +75 | New |
| First Personal Financial Services | 82 | $19.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 90 | $21.0K | 0.00% | +9+11.1% | Added |
| Pinebridge Investments, L.P. | 97 | $22.0K | 0.00% | −9,933−99.0% | Reduced |
| Silvant Capital Management LLC | 96 | $22.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 95 | $22.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 100 | $23.0K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 101 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 100 | $23.0K | 0.00% | +100 | New |
| Gleason Group, Inc. | 103 | $24.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 104 | $24.0K | 0.01% | +88+550.0% | Added |
| Atlas Capital Advisors LLC | 106 | $24.5K | 0.00% | −119−52.9% | Reduced |
| West Paces Advisors Inc. | 108 | $25.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 108 | $25.0K | 0.00% | −208−65.8% | Reduced |
| Heritage Wealth Management, LLC | 108 | $25.0K | 0.01% | +108 | New |
| Tarbox Family Office, Inc. | 111 | $26.0K | 0.01% | −29−20.7% | Reduced |
| Fieldpoint Private Securities, LLC | 114 | $26.0K | 0.01% | −10−8.1% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 113 | $26.0K | 0.01% | +13+13.0% | Added |
| Pacific Center for Financial Services | 117 | $27.0K | 0.01% | −4−3.3% | Reduced |
| Leelyn Smith, LLC | 116 | $27.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 121 | $27.0K | 0.00% | +26+27.4% | Added |
| Gemmer Asset Management LLC | 119 | $27.0K | 0.00% | +31+35.2% | Added |
| RWM Asset Management, LLC | 123 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 122 | $29.0K | 0.00% | −5−3.9% | Reduced |
| West Oak Capital, LLC | 127 | $29.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 124 | $29.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $29.0K | 0.01% | – | New |
| Level Financial Advisors, Inc. | 131 | $30.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 136 | $31.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 135 | $31.0K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 134 | $31.0K | 0.01% | +134 | New |
| Vectors Research Management, LLC | 143 | $33.0K | 0.01% | −20−12.3% | Reduced |
| RE Dickinson Investment Advisors, LLC | 143 | $33.0K | 0.02% | 00.0% | Unchanged |
| Capital Analysts, LLC | 141 | $33.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 144 | $33.0K | 0.02% | +19+15.2% | Added |
| Byrne Asset Management LLC | 147 | $34.0K | 0.02% | +7+5.0% | Added |
| Atwood & Palmer Inc | 150 | $35.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 150 | $35.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 153 | $35.0K | 0.01% | +153 | New |