| First Command Advisory Services, Inc. | 70 | $0 | 0.00% | +70 | New |
| Trust Co of Vermont | 1 | $102 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2 | $203 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 102 | $274 | 0.00% | −72−41.4% | Reduced |
| SOA Wealth Advisors, LLC. | 4 | $406 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $406 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 5 | $508 | 0.00% | +1+25.0% | Added |
| Lee Financial Co | 6 | $609 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 6 | $609 | 0.00% | +6 | New |
| EWG Elevate Inc. | 7 | $711 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 7 | $711 | 0.00% | +7 | New |
| Financial Synergies Wealth Advisors, Inc. | 8 | $813 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $914 | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $1.00K | 0.01% | −10−50.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Sageworth Trust Co | 9 | $1.00K | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 10 | $1.01K | 0.00% | −198−95.2% | Reduced |
| SRS Capital Advisors, Inc. | 11 | $1.12K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 13 | $1.32K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.32K | 0.00% | +13 | New |
| Clearview Wealth Advisors LLC | 15 | $1.52K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $1.83K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.83K | 0.00% | +18 | New |
| Capital Advisors, Ltd. LLC | 17 | $2.00K | 0.00% | −9−34.6% | Reduced |
| KB Financial Partners, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 28 | $2.00K | 0.00% | +28 | New |
| HHM Wealth Advisors, LLC | 22 | $2.23K | 0.00% | +22 | New |
| Carmichael Hill & Associates, Inc. | 23 | $2.33K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 24 | $2.44K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $2.44K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 24 | $2.44K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 25 | $2.54K | 0.00% | +25 | New |
| Stonebridge Capital Advisors LLC | 27 | $2.74K | 0.00% | +15+125.0% | Added |
| TFC Financial Management | 28 | $2.84K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 32 | $3.25K | 0.00% | +32 | New |
| Fiduciary Alliance LLC | 32 | $3.25K | 0.00% | +32 | New |
| SJS Investment Consulting Inc. | 33 | $3.31K | 0.00% | +10+43.5% | Added |
| Crewe Advisors LLC | 34 | $3.45K | 0.00% | −152−81.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 34 | $3.45K | 0.00% | +34 | New |
| BerganKDV Wealth Management, LLC | 35 | $3.55K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $3.76K | 0.00% | −1,953−98.1% | Reduced |
| Private Ocean, LLC | 37 | $3.76K | 0.00% | +37 | New |
| Northwest Investment Counselors, LLC | 39 | $3.96K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 46 | $4.00K | 0.00% | +46 | New |
| Moisand Fitzgerald Tamayo, LLC | 43 | $4.37K | 0.00% | +14+48.3% | Added |
| West Paces Advisors Inc. | 45 | $4.57K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 47 | $4.77K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 47 | $4.77K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 54 | $5.00K | 0.00% | +8+17.4% | Added |
| Horrell Capital Management, Inc. | 50 | $5.00K | 0.00% | +50 | New |
| Transamerica Financial Advisors, Inc. | 45 | $5.00K | 0.00% | +45 | New |
| Householder Group Estate & Retirement Specialist, LLC | 56 | $5.00K | 0.01% | +56 | New |
| Insight Financial Services | 50 | $5.08K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $5.08K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 51 | $5.18K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $5.38K | 0.00% | +8+17.8% | Added |
| Raffa Wealth Management, LLC | 57 | $5.79K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 58 | $5.89K | 0.00% | +58 | New |
| Schubert & Co | 61 | $6.19K | 0.01% | +3+5.2% | Added |
| Armstrong Advisory Group, Inc | 70 | $7.11K | 0.00% | +70 | New |
| Lazard Asset Management LLC | 87 | $8.00K | 0.00% | +56+180.6% | Added |
| Cullen/Frost Bankers, Inc. | 85 | $8.63K | 0.00% | −243−74.1% | Reduced |
| Horan Securities, Inc. | 87 | $8.83K | 0.00% | +87 | New |
| Johnson Midwest Financial, LLC | 84 | $9.00K | 0.03% | +84 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 89 | $9.04K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 91 | $9.24K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 91 | $9.24K | 0.00% | +91 | New |
| JFS Wealth Advisors, LLC | 93 | $9.44K | 0.00% | +5+5.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 93 | $9.44K | 0.01% | +93 | New |
| Sutton Wealth Advisors Inc. | 97 | $9.85K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 98 | $9.95K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $10.0K | 0.01% | −50−33.3% | Reduced |
| Cambridge Trust Co | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 100 | $10.2K | 0.00% | +100 | New |
| Coppell Advisory Solutions Corp. | 100 | $10.2K | 0.00% | +100 | New |
| Center for Financial Planning, Inc. | 108 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 108 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 118 | $12.0K | 0.00% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 122 | $12.0K | 0.00% | +122 | New |
| Parallax Volatility Advisers, L.P. | 120 | $12.2K | 0.00% | −1,752−93.6% | Reduced |
| Larson Financial Group LLC | 123 | $12.5K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 132 | $13.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 134 | $13.6K | 0.01% | +134 | New |
| Rise Advisors, LLC | 137 | $13.9K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 146 | $14.8K | 0.00% | +74+102.8% | Added |
| Bourgeon Capital Management LLC | 150 | $15.2K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 166 | $16.9K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 168 | $17.1K | 0.00% | −5−2.9% | Reduced |
| MV Capital Management, Inc. | 170 | $17.3K | 0.00% | +60+54.5% | Added |
| Sandy Spring Bank | 172 | $17.5K | 0.00% | +159+1,223.1% | Added |
| Montag A & Associates Inc | 174 | $17.7K | 0.00% | +174 | New |
| Roble, Belko & Company, Inc | 180 | $18.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 187 | $19.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 198 | $20.1K | 0.01% | +198 | New |
| Carolinas Wealth Consulting LLC | 202 | $20.5K | 0.00% | +115+132.2% | Added |
| Compass Wealth Management LLC | 203 | $20.6K | 0.01% | +203 | New |
| Baker Avenue Asset Management, LP | 204 | $20.7K | 0.00% | +204 | New |