| Financial Synergies Wealth Advisors, Inc. | 5 | $535 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 5 | $659 | 0.00% | +5 | New |
| Eagle Bay Advisors LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| NewSquare Capital LLC | 8 | $1.00K | 0.00% | +7+700.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| American National Bank | 12 | $1.00K | 0.00% | +12 | New |
| Horan Securities, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Castleview Partners, LLC | 6 | $1.00K | 0.00% | +6 | New |
| West Paces Advisors Inc. | 13 | $1.39K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 18 | $2.00K | 0.00% | −4,090−99.6% | Reduced |
| Ancora Advisors, LLC | 16 | $2.00K | 0.00% | −150−90.4% | Reduced |
| TSFG, LLC | 22 | $2.00K | 0.00% | −9−29.0% | Reduced |
| Covington Capital Management | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $2.00K | 0.00% | +16 | New |
| Moisand Fitzgerald Tamayo, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Abound Wealth Management | 21 | $2.25K | 0.00% | +21 | New |
| Tucker Asset Management LLC | 18 | $2.37K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $3.00K | 0.00% | −2,026−98.8% | Reduced |
| HBC Financial Services, PLLC | 60 | $3.00K | 0.00% | −90−60.0% | 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 |
| Wolff Wiese Magana LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $3.00K | 0.00% | +13+76.5% | Added |
| SJS Investment Consulting Inc. | 21 | $3.00K | 0.00% | +21 | New |
| Arrow Financial Corp | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $4.00K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 33 | $4.00K | 0.00% | +33 | New |
| EdgeRock Capital LLC | 33 | $4.00K | 0.00% | +33 | New |
| Tompkins Financial Corp | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 45 | $5.00K | 0.00% | +18+66.7% | Added |
| Schubert & Co | 53 | $6.00K | 0.01% | −27−33.8% | Reduced |
| BerganKDV Wealth Management, LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 63 | $7.00K | 0.00% | −215−77.3% | Reduced |
| Institutional & Family Asset Management, LLC | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 70 | $7.00K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 63 | $7.00K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 67 | $7.00K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 67 | $7.00K | 0.00% | +13+24.1% | Added |
| Lowe Wealth Advisors, LLC | 67 | $7.00K | 0.00% | +67 | New |
| Sutton Wealth Advisors Inc. | 74 | $7.92K | 0.00% | +32+76.2% | Added |
| Bell Investment Advisors, Inc | 77 | $8.00K | 0.00% | −15−16.3% | Reduced |
| C M Bidwell & Associates Ltd | 81 | $9.00K | 0.01% | −1,387−94.5% | Reduced |
| Beacon Capital Management, LLC | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 104 | $11.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 107 | $11.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 111 | $12.0K | 0.00% | −18−14.0% | Reduced |
| Selective Wealth Management, Inc. | 115 | $12.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 120 | $12.0K | 0.00% | +120 | New |
| MV Capital Management, Inc. | 117 | $13.0K | 0.00% | +30+34.5% | Added |
| AdvisorNet Financial, Inc | 126 | $13.0K | 0.00% | +78+162.5% | Added |
| Zions Bancorporation, N.A. | 129 | $14.0K | 0.00% | −85−39.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 147 | $15.8K | 0.00% | −11−7.0% | Reduced |
| Bartlett & Co. LLC | 147 | $16.0K | 0.00% | −11−7.0% | Reduced |
| Northwest Investment Counselors, LLC | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 150 | $16.0K | 0.01% | +150 | New |
| Providence Capital Advisors, LLC | 156 | $17.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $17.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 162 | $17.3K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 170 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 169 | $18.0K | 0.01% | +83+96.5% | Added |
| Earnest Partners LLC | 188 | $20.0K | 0.00% | 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 | 0.28% | 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 |
| Hudock, Inc. | 201 | $21.0K | 0.01% | +1+0.5% | Added |
| Motco | 200 | $21.0K | 0.00% | +200 | New |
| Vigilant Capital Management, LLC | 210 | $22.0K | 0.00% | +210 | New |
| Kistler-Tiffany Companies, LLC | 208 | $22.0K | 0.00% | +208 | New |
| JFS Wealth Advisors, LLC | 212 | $23.0K | 0.00% | −40−15.9% | Reduced |
| Westside Investment Management, Inc. | 221 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 233 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 239 | $26.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 248 | $27.0K | 0.00% | +3+1.2% | Added |
| DT Investment Partners, LLC | 267 | $29.0K | 0.00% | +267 | New |