| NewSquare Capital LLC | 1 | $0 | 0.00% | −5,890−100.0% | Reduced |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Burleson & Company, LLC | 2 | $0 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $523 | 0.00% | +5 | New |
| Antonetti Capital Management LLC | 5 | $1.00K | 0.00% | −75−93.8% | Reduced |
| Bogart Wealth, LLC | 11 | $1.00K | 0.00% | −47−81.0% | Reduced |
| Logan Capital Management Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 13 | $1.00K | 0.00% | +3+30.0% | Added |
| Global Trust Asset Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 14 | $1.00K | 0.00% | +14 | New |
| Sargent Bickham Lagudis LLC | 8 | $1.00K | 0.00% | +8 | New |
| West Paces Advisors Inc. | 13 | $1.36K | 0.00% | +5+62.5% | Added |
| Eagle Bay Advisors LLC | 14 | $1.46K | 0.00% | +14 | New |
| Tucker Asset Management LLC | 18 | $1.88K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $2.00K | 0.00% | −200−90.9% | Reduced |
| GHP Investment Advisors, Inc. | 18 | $2.00K | 0.00% | −43−70.5% | Reduced |
| MCF Advisors LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 23 | $2.00K | 0.00% | +14+155.6% | Added |
| Steward Financial Group LLC | 22 | $2.00K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 23 | $2.40K | 0.00% | +23 | New |
| Fieldpoint Private Securities, LLC | 25 | $3.00K | 0.00% | −43−63.2% | Reduced |
| Ci Investments Inc. | 33 | $3.00K | 0.00% | −4−10.8% | Reduced |
| Disciplined Investments, LLC | 27 | $3.00K | 0.00% | −4−12.9% | Reduced |
| Valley National Advisers Inc | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 31 | $3.00K | 0.00% | +9+40.9% | Added |
| Wolff Wiese Magana LLC | 29 | $3.00K | 0.00% | +15+107.1% | Added |
| WFA of San Diego, LLC | 28 | $3.00K | 0.00% | +28 | New |
| Rise Advisors, LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ossiam | 41 | $4.00K | 0.00% | +41 | New |
| Sutton Wealth Advisors Inc. | 42 | $4.38K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 51 | $5.00K | 0.01% | −2,369−97.9% | Reduced |
| AdvisorNet Financial, Inc | 48 | $5.00K | 0.00% | −1,436−96.8% | Reduced |
| BerganKDV Wealth Management, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 52 | $5.00K | 0.00% | +32+160.0% | Added |
| HHM Wealth Advisors, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Cordasco Financial Network | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 54 | $6.00K | 0.00% | −3−5.3% | Reduced |
| Investors Asset Management of Georgia Inc | 61 | $6.00K | 0.00% | +61 | New |
| Rockbridge Investment Management, LCC | 61 | $6.37K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 64 | $7.00K | 0.00% | −1−1.5% | Reduced |
| Solstein Capital, LLC | 70 | $7.00K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 67 | $7.00K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 72 | $7.00K | 0.00% | +72 | New |
| McIlrath & Eck, LLC | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 76 | $8.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 80 | $8.00K | 0.01% | +43+116.2% | Added |
| AlphaMark Advisors, LLC | 80 | $8.00K | 0.00% | +80 | New |
| MV Capital Management, Inc. | 87 | $9.00K | 0.00% | −11−11.2% | Reduced |
| KB Financial Partners, LLC | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 90 | $9.00K | 0.00% | +49+119.5% | Added |
| Hexagon Capital Partners LLC | 86 | $9.00K | 0.00% | +86 | New |
| Optimum Investment Advisors | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 92 | $10.0K | 0.01% | +92 | New |
| Bell Investment Advisors, Inc | 92 | $10.0K | 0.00% | +92 | New |
| New Millennium Group LLC | 100 | $10.0K | 0.01% | +100 | New |
| Washington Trust Advisors, Inc. | 107 | $11.0K | 0.00% | −29−21.3% | Reduced |
| Core Alternative Capital | 104 | $11.0K | 0.00% | +34+48.6% | Added |
| Selective Wealth Management, Inc. | 115 | $12.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 84 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 129 | $13.0K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 135 | $14.1K | 0.01% | +135 | New |
| Surevest, LLC | 145 | $15.0K | 0.00% | +145 | New |
| Providence Capital Advisors, LLC | 156 | $16.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $16.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 158 | $16.6K | 0.00% | +11+7.5% | Added |
| Stephens Consulting, LLC | 162 | $16.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 166 | $17.0K | 0.00% | −500−75.1% | Reduced |
| Bartlett & Co. LLC | 158 | $17.0K | 0.00% | +11+7.5% | Added |
| Missouri Trust & Investment Co | 170 | $18.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 176 | $18.0K | 0.00% | +27+18.1% | Added |
| Professional Financial Advisors, LLC | 180 | $19.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 178 | $19.0K | 0.00% | +178 | New |
| Hudock, Inc. | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 188 | $20.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 187 | $20.0K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 200 | $21.0K | 0.03% | 00.0% | Unchanged |
| First Command Bank | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 214 | $22.0K | 0.00% | +33+18.2% | Added |