| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $426 | 0.00% | – | – |
| Burleson & Company, LLC | 3 | $1.00K | 0.00% | −18−85.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Center for Financial Planning, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.71K | 0.00% | +4 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 4 | $2.00K | 0.00% | −16−80.0% | Reduced |
| Country Trust Bank | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 4 | $2.00K | 0.00% | +4 | New |
| FSC Wealth Advisors, LLC | 5 | $2.00K | 0.02% | +5 | New |
| Credential Qtrade Securities Inc. | 6 | $2.56K | 0.00% | +6 | New |
| Roble, Belko & Company, Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $3.00K | 0.00% | +4+200.0% | Added |
| Howe & Rusling Inc | 6 | $3.00K | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 8 | $3.00K | 0.00% | +8 | New |
| Cranbrook Wealth Management, LLC | 10 | $4.00K | 0.00% | −132−93.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $4.00K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 9 | $4.00K | 0.00% | +9 | New |
| Better Money Decisions, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Vigilant Capital Management, LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 12 | $5.00K | 0.01% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 0 | $6.00K | 0.00% | −4,150−100.0% | Reduced |
| Focused Wealth Management, Inc | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $6.00K | 0.00% | +2+15.4% | Added |
| Sargent Bickham Lagudis LLC | 15 | $6.00K | 0.00% | +11+275.0% | Added |
| Tfo-TDC, LLC | 13 | $6.00K | 0.00% | +13 | New |
| Baystate Wealth Management LLC | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 19 | $8.00K | 0.00% | −10−34.5% | Reduced |
| Hanson & Doremus Investment Management | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 20 | $8.52K | 0.00% | −100−83.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20 | $8.52K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 21 | $8.95K | 0.01% | +21 | New |
| Hillsdale Investment Management Inc. | 22 | $9.00K | 0.00% | −850−97.5% | Reduced |
| Schubert & Co | 20 | $9.00K | 0.01% | +13+185.7% | Added |
| Horan Securities, Inc. | 21 | $9.00K | 0.01% | +21 | New |
| Steward Financial Group LLC | 22 | $9.00K | 0.01% | +22 | New |
| Hantz Financial Services, Inc. | 25 | $11.0K | 0.00% | −33−56.9% | Reduced |
| South State Corp. | 26 | $11.0K | 0.00% | −14−35.0% | Reduced |
| SRS Capital Advisors, Inc. | 25 | $11.0K | 0.00% | −13−34.2% | Reduced |
| First PREMIER Bank | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 25 | $11.0K | 0.00% | +1+4.2% | Added |
| Riverview Trust Co | 28 | $12.0K | 0.01% | −82−74.5% | Reduced |
| McIlrath & Eck, LLC | 27 | $12.0K | 0.00% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 30 | $12.8K | 0.01% | +30 | New |
| First Community Trust NA | 30 | $13.0K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 30 | $13.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 30 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $13.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 30 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 31 | $13.0K | 0.03% | +13+72.2% | Added |
| Kelly Financial Services LLC | 32 | $13.6K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 34 | $14.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $14.0K | 0.00% | +3+10.0% | Added |
| GW&K Investment Management, LLC | 32 | $14.0K | 0.00% | +20+166.7% | Added |
| Financial Perspectives, Inc | 33 | $14.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $14.5K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 40 | $17.0K | 0.01% | −2−4.8% | Reduced |
| Orion Capital Management LLC | 40 | $17.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 45 | $17.0K | 0.00% | +10+28.6% | Added |
| Gould Capital, LLC | 39 | $17.0K | 0.01% | +5+14.7% | Added |
| Delos Wealth Advisors, LLC | 42 | $18.0K | 0.02% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 43 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 43 | $18.3K | 0.01% | +43 | New |
| West Paces Advisors Inc. | 44 | $18.8K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 45 | $19.0K | 0.00% | −1−2.2% | Reduced |
| FinTrust Capital Advisors, LLC | 40 | $19.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 45 | $19.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 45 | $19.0K | 0.01% | +20+80.0% | Added |
| Bell Investment Advisors, Inc | 47 | $20.0K | 0.01% | +47 | New |
| West Bancorporation Inc | 50 | $21.0K | 0.01% | −7−12.3% | Reduced |
| Old Second National Bank of Aurora | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $21.0K | 0.00% | +14+38.9% | Added |
| ACG Wealth | 49 | $21.0K | 0.00% | +49 | New |
| Trustcore Financial Services, LLC | 51 | $22.0K | 0.00% | +31+155.0% | Added |
| Loomis Sayles & Co L P | 53 | $23.0K | 0.00% | −1,372−96.3% | Reduced |
| Independence Bank of Kentucky | 55 | $23.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $23.0K | 0.00% | +24+82.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 56 | $24.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 56 | $24.0K | 0.03% | +56 | New |
| Brewin Dolphin Ltd | 58 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 60 | $26.0K | 0.02% | −20−25.0% | Reduced |
| Creative Financial Designs Inc | 65 | $28.0K | 0.00% | 00.0% | Unchanged |
