| SOA Wealth Advisors, LLC. | 19 | $0 | 0.00% | −176−90.3% | Reduced |
| Private Ocean, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $0 | 0.00% | +2 | New |
| Cribstone Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Halpern Financial, Inc. | 15 | $627 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Kelly Financial Services LLC | 27 | $1.13K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 50 | $2.00K | 0.00% | −266−84.2% | Reduced |
| AllSquare Wealth Management LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 46 | $2.00K | 0.00% | −2−4.2% | Reduced |
| HighMark Wealth Management LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 45 | $2.00K | 0.00% | +45 | New |
| PFG Private Wealth Management, LLC | 46 | $2.00K | 0.00% | +46 | New |
| TSFG, LLC | 37 | $2.00K | 0.00% | +37 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $2.09K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $2.26K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 72 | $3.00K | 0.00% | +1+1.4% | Added |
| Cranbrook Wealth Management, LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 75 | $3.00K | 0.00% | +1+1.4% | Added |
| TD Ameritrade Investment Management, LLC | 86 | $4.00K | 0.00% | −157−64.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 104 | $4.00K | 0.01% | +62+147.6% | Added |
| GW&K Investment Management, LLC | 105 | $4.00K | 0.00% | +76+262.1% | Added |
| Moisand Fitzgerald Tamayo, LLC | 90 | $4.00K | 0.00% | +90 | New |
| Wagner Wealth Management, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 93 | $4.00K | 0.00% | +93 | New |
| Column Capital Advisors, LLC | 131 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 130 | $5.00K | 0.00% | +1+0.8% | Added |
| Aua Capital Management, LLC | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 112 | $5.00K | 0.00% | +12+12.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 122 | $5.00K | 0.00% | +13+11.9% | Added |
| Rise Advisors, LLC | 109 | $5.00K | 0.01% | +1+0.9% | Added |
| Raleigh Capital Management Inc. | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 110 | $5.00K | 0.00% | +66+150.0% | Added |
| North Star Investment Management Corp. | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 144 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 153 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 141 | $6.00K | 0.00% | +2+1.4% | Added |
| Beacon Capital Management, LLC | 118 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 153 | $6.00K | 0.00% | +153 | New |
| Sutton Wealth Advisors Inc. | 157 | $6.57K | 0.00% | −5−3.1% | Reduced |
| Fieldpoint Private Securities, LLC | 177 | $7.00K | 0.00% | −153−46.4% | Reduced |
| Resources Management Corp | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 167 | $7.00K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 159 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 192 | $8.00K | 0.00% | −997−83.9% | Reduced |
| Montag A & Associates Inc | 203 | $8.00K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 194 | $8.00K | 0.00% | +16+9.0% | Added |
| Earnest Partners LLC | 207 | $9.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 225 | $9.00K | 0.00% | +13+6.1% | Added |
| MCF Advisors LLC | 221 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 220 | $9.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 205 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 226 | $9.45K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 237 | $10.0K | 0.00% | −30−11.2% | Reduced |
| Pin Oak Investment Advisors Inc | 239 | $10.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 234 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 246 | $10.0K | 0.00% | +28+12.8% | Added |
| Ritter Daniher Financial Advisory LLC | 250 | $10.0K | 0.01% | +250 | New |
| Financial Perspectives, Inc | 250 | $10.5K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 257 | $11.0K | 0.00% | −26−9.2% | Reduced |
| Strengthening Families & Communities, LLC | 245 | $11.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 276 | $11.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 292 | $12.0K | 0.00% | +99+51.3% | Added |
| Valley National Advisers Inc | 300 | $13.0K | 0.00% | −445−59.7% | Reduced |
| Cedar Mountain Advisors, LLC | 318 | $13.0K | 0.00% | +3+1.0% | Added |
| HC Financial Advisors Inc | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |