| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $0 | 0.00% | +5+35.7% | Added |
| Key Financial Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 3 | $0 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 19 | $677 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 40 | $1.00K | 0.00% | −10−20.0% | Reduced |
| Salem Investment Counselors Inc | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 40 | $1.00K | 0.00% | +40 | New |
| Creative Financial Designs Inc | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 51 | $2.00K | 0.00% | +48+1,600.0% | Added |
| Ci Investments Inc. | 67 | $2.00K | 0.00% | +67 | New |
| Clear Perspectives Financial Planning, LLC | 70 | $2.00K | 0.00% | +70 | New |
| Red Tortoise LLC | 66 | $2.00K | 0.00% | +66 | New |
| CVA Family Office, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 96 | $3.00K | 0.00% | +96 | New |
| Central Trust Co | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 106 | $4.00K | 0.00% | +106 | New |
| Newbridge Financial Services Group, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Sutton Wealth Advisors Inc. | 132 | $4.70K | 0.00% | −20−13.2% | Reduced |
| Centerpoint Advisors, LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 133 | $5.00K | 0.00% | +1+0.8% | Added |
| Gemmer Asset Management LLC | 149 | $5.00K | 0.00% | +3+2.1% | Added |
| D'Orazio & Associates, Inc. | 146 | $5.00K | 0.00% | +1+0.7% | Added |
| Pacitti Group Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 142 | $5.00K | 0.00% | +142 | New |
| Sugarloaf Wealth Management, LLC | 170 | $6.00K | 0.00% | −76−30.9% | Reduced |
| Asset Dedication, LLC | 157 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 172 | $6.00K | 0.00% | −1−0.6% | Reduced |
| Atlas Private Wealth Advisors | 160 | $6.00K | 0.00% | +2+1.3% | Added |
| Ade, LLC | 164 | $6.00K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 182 | $6.00K | 0.00% | +42+30.0% | Added |
| Capstone Investment Advisors, LLC | 157 | $6.00K | 0.00% | +157 | New |
| Guidance Point Advisors, LLC | 170 | $6.00K | 0.00% | +170 | New |
| Glen Eagle Advisors, LLC | 170 | $6.05K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 200 | $7.00K | 0.00% | +200 | New |
| Mascoma Wealth Management LLC | 200 | $7.00K | 0.00% | +200 | New |
| Addison Advisors LLC | 219 | $8.00K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 237 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 200 | $8.00K | 0.01% | +103+106.2% | Added |
| NEXT Financial Group, Inc | 241 | $8.00K | 0.00% | +173+254.4% | Added |
| Tompkins Financial Corp | 216 | $8.00K | 0.00% | +216 | New |
| Wolff Wiese Magana LLC | 250 | $9.00K | 0.01% | −29−10.4% | Reduced |
| TCI Wealth Advisors, Inc. | 255 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 249 | $9.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 256 | $9.00K | 0.00% | +156+156.0% | Added |
| O'Shaughnessy Asset Management, LLC | 242 | $9.00K | 0.00% | +176+266.7% | Added |
| Plante Moran Financial Advisors, LLC | 252 | $9.00K | 0.00% | +252 | New |
| Ogorek Anthony Joseph | 306 | $10.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 285 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 270 | $10.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 274 | $10.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 270 | $10.0K | 0.01% | +270 | New |
| Kelly Financial Services LLC | 300 | $10.7K | 0.01% | −10,863−97.3% | Reduced |
| McIlrath & Eck, LLC | 314 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 308 | $11.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 300 | $11.0K | 0.01% | +200+200.0% | Added |
| Whittier Trust Co | 340 | $12.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 354 | $12.0K | 0.00% | +12+3.5% | Added |
| Meridian Wealth Partners, LLC | 359 | $13.0K | 0.00% | +359 | New |
| Sonora Investment Management, LLC | 406 | $14.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 404 | $14.0K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 400 | $14.2K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 433 | $15.0K | 0.00% | +3+0.7% | Added |
| Charter Oak Capital Management, LLC | 422 | $15.0K | 0.00% | +5+1.2% | Added |
| BBVA USA | 429 | $16.0K | 0.00% | +217+102.4% | Added |
| Carroll Financial Associates, Inc. | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 480 | $17.0K | 0.00% | +480 | New |
| Capital Advisors, Ltd. LLC | 506 | $18.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 535 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 535 | $19.0K | 0.01% | +234+77.7% | Added |
| Total Clarity Wealth Management, Inc. | 542 | $19.0K | 0.01% | +542 | New |
| Thompson Siegel & Walmsley LLC | 678 | $24.0K | 0.00% | −1,015−60.0% | Reduced |
| Parkside Financial Bank & Trust | 683 | $24.0K | 0.01% | +55+8.8% | Added |
| Achmea Investment Management B.V. | 697 | $24.0K | 0.00% | +697 | New |