| Sofos Investments, Inc. | 208 | $11 | 0.00% | +208 | New |
| Silicon Valley Capital Partners | 1 | $98 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $320 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $473 | 0.00% | −206−98.6% | Reduced |
| Carolinas Wealth Consulting LLC | 4 | $630 | 0.00% | −301−98.7% | Reduced |
| True Wealth Design, LLC | 4 | $631 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 5 | $788 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $1.26K | 0.00% | +8 | New |
| McIlrath & Eck, LLC | 13 | $2.05K | 0.00% | +7+116.7% | Added |
| Disciplined Investments, LLC | 18 | $2.84K | 0.00% | −1−5.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 20 | $3.00K | 0.00% | +20 | New |
| Baker Avenue Asset Management, LP | 20 | $3.15K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 20 | $3.15K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 20 | $3.17K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $3.31K | 0.00% | −1−4.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 21 | $3.31K | 0.00% | +21 | New |
| Core Wealth Advisors, Inc. | 24 | $3.78K | 0.00% | +24 | New |
| TSFG, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 26 | $4.10K | 0.00% | +26 | New |
| Bangor Savings Bank | 29 | $4.57K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 30 | $4.73K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $5.00K | 0.00% | −105−76.6% | Reduced |
| Capital Analysts, LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $5.20K | 0.00% | −12−26.7% | Reduced |
| Anchor Investment Management, LLC | 33 | $5.20K | 0.00% | +33 | New |
| Armstrong Advisory Group, Inc | 35 | $5.52K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 36 | $5.67K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $5.99K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 38 | $5.99K | 0.00% | +14+58.3% | Added |
| First PREMIER Bank | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 40 | $6.34K | 0.00% | −3−7.0% | Reduced |
| Colonial Trust Co | 45 | $7.06K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 48 | $7.57K | 0.00% | +48 | New |
| Archer Investment Corp | 50 | $7.88K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 51 | $8.00K | 0.00% | +9+21.4% | Added |
| Tortoise Investment Management, LLC | 52 | $8.20K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 53 | $8.37K | 0.00% | +18+51.4% | Added |
| Whittier Trust Co of Nevada Inc | 58 | $9.14K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 59 | $9.30K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 65 | $10.2K | 0.00% | +65 | New |
| Center for Financial Planning, Inc. | 65 | $10.2K | 0.00% | +65 | New |
| Stone House Investment Management, LLC | 68 | $10.7K | 0.00% | +68 | New |
| Pinnacle Bancorp, Inc. | 69 | $10.9K | 0.00% | 00.0% | Unchanged |
| American National Bank | 69 | $10.9K | 0.00% | +53+331.3% | Added |
| TD Private Client Wealth LLC | 70 | $11.0K | 0.00% | −28−28.6% | Reduced |
| Venturi Wealth Management, LLC | 70 | $11.0K | 0.00% | +70 | New |
| Prestige Wealth Management Group LLC | 73 | $11.5K | 0.00% | −12−14.1% | Reduced |
| Ellevest, Inc. | 75 | $11.8K | 0.00% | −90−54.5% | Reduced |
| Byrne Asset Management LLC | 78 | $12.0K | 0.01% | −52−40.0% | Reduced |
| Hanson & Doremus Investment Management | 73 | $12.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 77 | $12.1K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 86 | $14.0K | 0.00% | +5+6.2% | Added |
| Larson Financial Group LLC | 96 | $15.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 98 | $15.4K | 0.00% | +6+6.5% | Added |
| Delta Asset Management LLC | 100 | $15.8K | 0.00% | −25−20.0% | Reduced |
| Peoples Financial Services Corp. | 100 | $15.8K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 110 | $17.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 115 | $18.1K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 120 | $18.9K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 120 | $18.9K | 0.00% | +31+34.8% | Added |
| Pinnacle Financial Partners Inc | 125 | $19.7K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 130 | $20.5K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 131 | $20.6K | 0.01% | +3+2.3% | Added |
| Cranbrook Wealth Management, LLC | 139 | $21.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 142 | $22.4K | 0.00% | −24−14.5% | Reduced |
| Hoese & Co LLP | 150 | $23.6K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $23.6K | 0.00% | −150−50.0% | Reduced |
| TCTC Holdings, LLC | 150 | $23.6K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 150 | $23.6K | 0.01% | +150 | New |
| Newbridge Financial Services Group, Inc. | 151 | $23.9K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 154 | $24.3K | 0.01% | −2−1.3% | Reduced |
| Strategic Investment Solutions, Inc. | 171 | $27.0K | 0.01% | +171 | New |
| First Manhattan Co | 173 | $27.3K | 0.00% | +17+10.9% | Added |
| Geneos Wealth Management Inc. | 179 | $28.2K | 0.00% | −74−29.2% | Reduced |
| Riverview Trust Co | 180 | $28.4K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 184 | $29.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 190 | $29.9K | 0.01% | +190 | New |
| JJJ Advisors Inc. | 200 | $30.6K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $31.6K | 0.01% | +100+100.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 204 | $32.2K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 205 | $32.3K | 0.02% | +205 | New |
| AllSquare Wealth Management LLC | 241 | $38.0K | 0.02% | +94+63.9% | Added |
| Financial Management Professionals, Inc. | 240 | $38.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 250 | $39.4K | 0.00% | −15−5.7% | Reduced |
| Godsey & Gibb Associates | 250 | $39.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 250 | $39.4K | 0.00% | −22−8.1% | Reduced |
| Oakworth Capital, Inc. | 253 | $39.9K | 0.00% | +50+24.6% | Added |
| Hexagon Capital Partners LLC | 259 | $40.8K | 0.01% | +42+19.4% | Added |
| Colonial Trust Advisors | 260 | $41.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 263 | $41.4K | 0.02% | +5+1.9% | Added |
| Farmers & Merchants Investments Inc | 285 | $44.9K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 291 | $45.9K | 0.01% | −259−47.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 299 | $47.1K | 0.02% | −38−11.3% | Reduced |
| Blume Capital Management, Inc. | 300 | $47.3K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 312 | $49.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 321 | $50.6K | 0.02% | −6−1.8% | Reduced |
| KB Financial Partners, LLC | 330 | $52.0K | 0.02% | 00.0% | Unchanged |