| Activest Wealth Management | 3 | $0 | 0.00% | −206−98.6% | Reduced |
| Bogart Wealth, LLC | 9 | $0 | 0.00% | +7+350.0% | Added |
| GPS Wealth Strategies Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 4 | $0 | 0.00% | +4 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 24 | $0 | 0.00% | +24 | New |
| Brown, Lisle/Cummings, Inc. | 25 | $870 | 0.00% | +25 | New |
| Ameritas Investment Partners, Inc. | 54 | $1.00K | 0.00% | −186−77.5% | Reduced |
| Hexagon Capital Partners LLC | 28 | $1.00K | 0.00% | −19−40.4% | Reduced |
| JJJ Advisors Inc. | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 27 | $1.00K | 0.00% | −26−49.1% | Reduced |
| Tortoise Investment Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Andrew Hill Investment Advisors, Inc. | 38 | $1.00K | 0.00% | +38 | New |
| Stonebridge Capital Advisors LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 65 | $2.00K | 0.00% | +65 | New |
| Financial Management Professionals, Inc. | 83 | $3.00K | 0.00% | −1,025−92.5% | Reduced |
| TD Capital Management LLC | 80 | $3.00K | 0.00% | −21−20.8% | Reduced |
| Reilly Financial Advisors, LLC | 96 | $3.00K | 0.00% | +96 | New |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Tilia Fiduciary Partners, Inc. | 99 | $3.00K | 0.00% | +99 | New |
| Howe & Rusling Inc | 125 | $4.00K | 0.00% | −106−45.9% | Reduced |
| Highlander Capital Management, LLC | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 145 | $5.00K | 0.00% | −1,215−89.3% | Reduced |
| Delta Asset Management LLC | 145 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 156 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 163 | $6.00K | 0.00% | −595−78.5% | Reduced |
| Corbenic Partners LLC | 184 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 175 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 162 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 166 | $6.00K | 0.00% | +166 | New |
| Washington Trust Advisors, Inc. | 161 | $6.00K | 0.00% | +161 | New |
| Archer Investment Corp | 200 | $6.96K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 208 | $7.00K | 0.00% | +208 | New |
| Concord Wealth Partners | 187 | $7.00K | 0.00% | +187 | New |
| Evermay Wealth Management LLC | 232 | $8.00K | 0.00% | 00.0% | Unchanged |
| Main Management LLC | 250 | $9.00K | 0.00% | −300−54.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 261 | $9.00K | 0.00% | +261 | New |
| Cassady Schiller Wealth Management, LLC | 256 | $9.00K | 0.01% | +256 | New |
| Cutler Group LP | 300 | $10.0K | 0.00% | −14,344−98.0% | Reduced |
| Ten Capital Wealth Advisors, LLC | 285 | $10.0K | 0.00% | +245+612.5% | Added |
| Glen Eagle Advisors, LLC | 293 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 311 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 334 | $12.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 338 | $12.0K | 0.02% | +338 | New |
| Pittenger & Anderson Inc | 377 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 381 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 368 | $13.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 378 | $13.0K | 0.00% | +68+21.9% | Added |
| First National Bank of South Miami | 416 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $14.0K | 0.02% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 395 | $14.0K | 0.01% | +395 | New |
| Enterprise Trust & Investment Co | 457 | $16.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 500 | $17.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 500 | $17.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 500 | $17.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 514 | $18.0K | 0.00% | −1,992−79.5% | Reduced |
| Investors Research Corp | 521 | $18.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 505 | $18.0K | 0.01% | +505 | New |
| Fortitude Advisory Group L.L.C. | 528 | $18.0K | 0.01% | +528 | New |
| Valley National Advisers Inc | 551 | $19.0K | 0.00% | −121−18.0% | Reduced |
| Antonetti Capital Management LLC | 550 | $19.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 632 | $22.0K | 0.01% | −392−38.3% | Reduced |
| Investmark Advisory Group LLC | 657 | $22.0K | 0.02% | +657 | New |
| Country Trust Bank | 652 | $23.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 703 | $24.0K | 0.01% | +703 | New |
| Duncker Streett & Co Inc | 725 | $25.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 729 | $25.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 712 | $25.0K | 0.01% | +7+1.0% | Added |
| Founders Capital Management | 710 | $25.0K | 0.02% | +710 | New |
| SJS Investment Consulting Inc. | 712 | $25.0K | 0.01% | +712 | New |
| Alaethes Wealth LLC | 750 | $26.0K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 766 | $27.0K | 0.00% | −1,289−62.7% | Reduced |
| Old Second National Bank of Aurora | 1,550 | $27.0K | 0.01% | +775+100.0% | Added |
| Laurel Wealth Advisors LLC | 772 | $27.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 847 | $29.0K | 0.01% | +612+260.4% | Added |
| Trust Co of Vermont | 835 | $29.0K | 0.00% | +835 | New |
| Simon Quick Advisors, LLC | 852 | $30.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 850 | $30.0K | 0.02% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 875 | $30.0K | 0.02% | +875 | New |
| Operose Advisors LLC | 868 | $30.0K | 0.02% | +868 | New |
| HC Financial Advisors Inc | 892 | $31.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 908 | $31.6K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 931 | $32.0K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,045 | $36.0K | 0.02% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,072 | $37.0K | 0.01% | 00.0% | Unchanged |
| Commons Capital, LLC | 1,050 | $37.0K | 0.04% | +1,050 | New |
| Oakworth Capital, Inc. | 1,134 | $39.0K | 0.00% | −101−8.2% | Reduced |
| Retirement Group, LLC | 1,108 | $39.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,153 | $40.1K | 0.03% | +1,153 | New |
| Bellwether Advisors, LLC | 1,200 | $41.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,237 | $43.1K | 0.04% | +1,237 | New |