| Larson Financial Group LLC | 4 | $0 | 0.00% | −12−75.0% | Reduced |
| Kelly Financial Services LLC | 2,257 | $36 | 0.00% | +2,222+6,348.6% | Added |
| JFS Wealth Advisors, LLC | 14 | $1.00K | 0.00% | −100−87.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 51 | $3.00K | 0.00% | −49−49.0% | Reduced |
| Manchester Capital Management LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Aspire Private Capital, LLC | 57 | $4.00K | 0.00% | −460−89.0% | Reduced |
| Jones Financial Companies LLLP | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 70 | $4.00K | 0.00% | +70 | New |
| Anchor Investment Management, LLC | 66 | $4.18K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Motco | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 89 | $5.00K | 0.00% | +1+1.1% | Added |
| Pinnacle Bancorp, Inc. | 78 | $5.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 82 | $5.00K | 0.00% | +82 | New |
| Macroview Investment Management LLC | 98 | $6.00K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 99 | $6.00K | 0.00% | −4−3.9% | Reduced |
| Cribstone Capital Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 98 | $6.00K | 0.00% | +19+24.1% | Added |
| Evermay Wealth Management LLC | 98 | $6.00K | 0.00% | +98 | New |
| Elmwood Wealth Management, Inc. | 100 | $6.00K | 0.00% | +100 | New |
| Gleason Group, Inc. | 110 | $7.00K | 0.00% | +1+0.9% | Added |
| Front Row Advisors LLC | 122 | $7.00K | 0.00% | +24+24.5% | Added |
| Liberty Wealth Management LLC | 107 | $7.00K | 0.00% | +83+345.8% | Added |
| Sonora Investment Management, LLC | 132 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 125 | $8.00K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 130 | $8.00K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 132 | $8.00K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 120 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 121 | $8.00K | 0.01% | +17+16.3% | Added |
| MV Capital Management, Inc. | 134 | $8.00K | 0.00% | +115+605.3% | Added |
| Parisi Gray Wealth Management | 124 | $8.00K | 0.00% | +124 | New |
| FourThought Financial, LLC | 156 | $9.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 138 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 136 | $9.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 145 | $9.19K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 187 | $12.0K | 0.00% | +34+22.2% | Added |
| Covington Capital Management | 195 | $12.0K | 0.00% | +185+1,850.0% | Added |
| Sittner & Nelson, LLC | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 200 | $13.0K | 0.00% | +200 | New |
| Rockbridge Investment Management, LCC | 216 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 244 | $15.0K | 0.00% | −220−47.4% | Reduced |
| Resolute Partners Group | 242 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 240 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 239 | $15.0K | 0.01% | +239 | New |
| Bartlett & Co. Wealth Management LLC | 244 | $15.5K | 0.00% | −220−47.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 249 | $16.0K | 0.01% | +249 | New |
| Raffa Wealth Management, LLC | 264 | $16.7K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 289 | $18.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 303 | $19.0K | 0.01% | +3+1.0% | Added |
| Pflug Koory, LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 295 | $19.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 338 | $21.0K | 0.01% | +58+20.7% | Added |
| Stonebridge Capital Advisors LLC | 350 | $22.0K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 368 | $23.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 364 | $23.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 384 | $24.0K | 0.00% | −375−49.4% | Reduced |
| First Horizon Corp | 390 | $24.0K | 0.00% | +13+3.4% | Added |
| Earnest Partners LLC | 372 | $24.0K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 387 | $24.0K | 0.01% | +187+93.5% | Added |
| Danda Trouve Investment Management, Inc. | 375 | $24.0K | 0.03% | +200+114.3% | Added |
| Washington Trust Co | 375 | $24.0K | 0.00% | +375 | New |
| Farmers & Merchants Investments Inc | 430 | $27.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 428 | $27.1K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 444 | $28.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 462 | $29.0K | 0.01% | −89−16.2% | Reduced |
| Providence Capital Advisors, LLC | 450 | $29.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 450 | $29.0K | 0.02% | +450 | New |
| IMA Wealth, Inc. | 468 | $30.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 500 | $32.0K | 0.01% | – | – |
| Savior LLC | 499 | $32.0K | 0.03% | +1+0.2% | Added |
| CoreFirst Bank & Trust | 500 | $32.0K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 517 | $33.0K | 0.01% | +5+1.0% | Added |
| HHM Wealth Advisors, LLC | 530 | $34.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 550 | $35.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 563 | $35.4K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 565 | $36.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 572 | $36.0K | 0.00% | +19+3.4% | Added |
| Glassman Wealth Services | 576 | $37.0K | 0.01% | +78+15.7% | Added |