| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | −8−88.9% | Reduced |
| AllSquare Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Annapolis Financial Services, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $951 | 0.00% | – | – |
| Global Financial Private Client, LLC | 2 | $969 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $1.00K | 0.00% | −15−83.3% | Reduced |
| Washington Trust Co | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Castleview Partners, LLC | 84 | $1.02K | 0.00% | −649−88.5% | Reduced |
| Davidson Capital Management Inc. | 5 | $2.00K | 0.00% | −2,357−99.8% | Reduced |
| Steward Financial Group LLC | 6 | $2.00K | 0.00% | −14−70.0% | Reduced |
| Sierra Capital LLC | 5 | $2.00K | 0.00% | −2−28.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $2.00K | 0.00% | +1+33.3% | Added |
| Schubert & Co | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| Avion Wealth | 4 | $2.00K | 0.00% | +4 | New |
| PEAK6 Investments LLC | 6 | $2.51K | 0.00% | +4+200.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 6 | $3.00K | 0.00% | −19−76.0% | Reduced |
| Lee Financial Co | 6 | $3.00K | 0.00% | −1−14.3% | Reduced |
| MCF Advisors LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 7 | $3.00K | 0.00% | +1+16.7% | Added |
| Beacon Capital Management, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 6 | $3.00K | 0.00% | +6 | New |
| Albion Financial Group | 9 | $4.00K | 0.00% | −4−30.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $4.00K | 0.00% | +9 | New |
| West Paces Advisors Inc. | 9 | $4.28K | 0.00% | −1−10.0% | Reduced |
| Estabrook Capital Management | 10 | $4.75K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 13 | $6.18K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 14 | $7.00K | 0.00% | −9−39.1% | Reduced |
| Evermay Wealth Management LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 15 | $7.00K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 14 | $7.00K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 15 | $7.00K | 0.01% | +10+200.0% | Added |
| Bartlett & Co. LLC | 15 | $7.00K | 0.00% | +15 | New |
| Bartlett & Co. Wealth Management LLC | 15 | $7.13K | 0.00% | +15 | New |
| Lumature Wealth Partners, LLC | 16 | $8.00K | 0.00% | −1,409−98.9% | Reduced |
| Prestige Wealth Management Group LLC | 18 | $8.00K | 0.00% | −41−69.5% | Reduced |
| Capital Advisors, Ltd. LLC | 17 | $8.00K | 0.00% | −7−29.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 16 | $8.00K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $8.00K | 0.00% | +17 | New |
| Better Money Decisions, LLC | 19 | $9.00K | 0.01% | +19 | New |
| Arrow Financial Corp | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $10.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 21 | $10.0K | 0.01% | +21 | New |
| Eagle Bay Advisors LLC | 22 | $10.5K | 0.01% | +22 | New |
| Vigilant Capital Management, LLC | 24 | $11.0K | 0.00% | +24 | New |
| Larson Financial Group LLC | 26 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 25 | $12.0K | 0.01% | 00.0% | Unchanged |
| ACG Wealth | 26 | $12.0K | 0.00% | +26 | New |
| Versant Capital Management, Inc | 27 | $13.0K | 0.00% | +25+1,250.0% | Added |
| Missouri Trust & Investment Co | 29 | $14.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 30 | $14.0K | 0.00% | +30 | New |
| TCTC Holdings, LLC | 32 | $15.0K | 0.00% | +16+100.0% | Added |
| Heritage Financial Services, LLC | 34 | $16.0K | 0.01% | +34 | New |
| Brown, Lisle/Cummings, Inc. | 35 | $16.6K | 0.01% | +9+34.6% | Added |
| RWM Asset Management, LLC | 36 | $17.0K | 0.00% | −124−77.5% | Reduced |
| SRS Capital Advisors, Inc. | 36 | $17.0K | 0.00% | −10−21.7% | Reduced |
| Private Capital Group, LLC | 37 | $18.0K | 0.01% | −51−58.0% | Reduced |
| Atticus Wealth Management, LLC | 38 | $18.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 38 | $18.0K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 39 | $18.5K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $19.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 39 | $19.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 47 | $22.0K | 0.01% | +25+113.6% | Added |
| Lake Point Wealth Management | 46 | $22.0K | 0.01% | +46 | New |
| Baystate Wealth Management LLC | 48 | $23.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 49 | $23.0K | 0.02% | +21+75.0% | Added |
| Old Second National Bank of Aurora | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 53 | $25.0K | 0.01% | 00.0% | Unchanged |
| Harding Loevner LP | 54 | $26.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 57 | $27.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $29.0K | 0.00% | +3+5.1% | Added |
| Tortoise Investment Management, LLC | 62 | $29.0K | 0.01% | +22+55.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 60 | $29.0K | 0.01% | +60 | New |
| Bell Investment Advisors, Inc | 63 | $30.0K | 0.01% | +63 | New |
| TD Ameritrade Investment Management, LLC | 67 | $32.0K | 0.00% | −100−59.9% | Reduced |