| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | +1+33.3% | Added |
| WestEnd Advisors, LLC | – | $687 | 0.00% | – | New |
| PEAK6 Investments LLC | 6 | $1.00K | 0.00% | −1,784−99.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 5 | $1.00K | 0.02% | −3−37.5% | Reduced |
| BerganKDV Wealth Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Bellevue Asset Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Wolff Wiese Magana LLC | 12 | $1.00K | 0.00% | +12 | New |
| Atlas Private Wealth Advisors | 20 | $2.00K | 0.00% | −39−66.1% | Reduced |
| Carolinas Wealth Consulting LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $2.00K | 0.00% | +23 | New |
| Personal Wealth Partners | 18 | $2.00K | 0.00% | +18 | New |
| Atticus Wealth Management, LLC | 30 | $3.00K | 0.00% | −579−95.1% | Reduced |
| Laurel Wealth Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 30 | $3.00K | 0.00% | +8+36.4% | Added |
| Financial Management Professionals, Inc. | 28 | $3.00K | 0.00% | +7+33.3% | Added |
| Liberty Wealth Management LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 29 | $3.00K | 0.00% | +29 | New |
| Trustcore Financial Services, LLC | 29 | $3.00K | 0.00% | +29 | New |
| Patriot Financial Group Insurance Agency, LLC | 41 | $4.00K | 0.00% | −6−12.8% | Reduced |
| Heritage Wealth Management, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 42 | $4.00K | 0.00% | +42 | New |
| Institutional & Family Asset Management, LLC | 54 | $5.00K | 0.00% | −204−79.1% | Reduced |
| FinTrust Capital Advisors, LLC | 53 | $5.00K | 0.00% | −23−30.3% | Reduced |
| Reilly Financial Advisors, LLC | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 55 | $5.00K | 0.00% | +35+175.0% | Added |
| Red Door Wealth Management, LLC | 53 | $5.00K | 0.00% | +53 | New |
| Pinnacle Bancorp, Inc. | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 65 | $6.00K | 0.00% | +50+333.3% | Added |
| IMA Wealth, Inc. | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 69 | $7.00K | 0.00% | +69 | New |
| Brendel Financial Advisors LLC | 70 | $7.00K | 0.00% | +70 | New |
| Smith Asset Management Group LP | 82 | $8.00K | 0.00% | −65−44.2% | Reduced |
| Ellevest, Inc. | 88 | $9.00K | 0.00% | −65−42.5% | Reduced |
| Prestige Wealth Management Group LLC | 92 | $9.00K | 0.00% | −47−33.8% | Reduced |
| Valley National Advisers Inc | 91 | $9.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 92 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 99 | $9.72K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 107 | $11.0K | 0.01% | −41−27.7% | Reduced |
| Legacy Bridge, LLC | 111 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 113 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 106 | $11.0K | 0.01% | +106 | New |
| Endurance Wealth Management, Inc. | 123 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 126 | $12.4K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 128 | $13.0K | 0.01% | −25−16.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 137 | $13.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 137 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 135 | $13.0K | 0.00% | +135 | New |
| Counterpoint Mutual Funds LLC | 135 | $13.0K | 0.01% | +135 | New |
| Bartlett & Co. Wealth Management LLC | 139 | $13.7K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 139 | $14.0K | 0.00% | −284−67.1% | Reduced |
| Bartlett & Co. LLC | 139 | $14.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 145 | $14.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 149 | $15.0K | 0.00% | −31−17.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 155 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 150 | $15.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 149 | $15.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 150 | $15.0K | 0.01% | +150 | New |
| RPg Family Wealth Advisory, LLC | 159 | $15.6K | 0.01% | +159 | New |
| Versant Capital Management, Inc | 161 | $16.0K | 0.01% | −46−22.2% | Reduced |
| Evoke Wealth, LLC | 158 | $16.0K | 0.00% | −46−22.5% | Reduced |
| Ironwood Financial, llc | 165 | $16.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 175 | $17.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 170 | $17.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 182 | $18.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 180 | $18.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 201 | $20.0K | 0.00% | −4,498−95.7% | Reduced |
| Sound Income Strategies, LLC | 204 | $20.0K | 0.00% | −150−42.4% | Reduced |
| Salem Investment Counselors Inc | 200 | $20.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 211 | $21.0K | 0.01% | +211 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 230 | $22.6K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 248 | $24.0K | 0.01% | −31−11.1% | Reduced |
| Carroll Financial Associates, Inc. | 263 | $25.0K | 0.00% | −372−58.6% | Reduced |
| Evolution Wealth Advisors, LLC | 268 | $26.0K | 0.01% | −44−14.1% | Reduced |
| NuWave Investment Management, LLC | 270 | $27.0K | 0.03% | +270 | New |
| Washington Trust Co | 283 | $28.0K | 0.00% | −35−11.0% | Reduced |
| AlphaMark Advisors, LLC | 300 | $29.0K | 0.01% | +25+9.1% | Added |
| Wagner Wealth Management, LLC | 299 | $29.0K | 0.02% | +206+221.5% | Added |
| Caldwell Trust Co | 300 | $29.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 310 | $30.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 349 | $34.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 343 | $34.0K | 0.02% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 344 | $34.0K | 0.01% | +344 | New |
| TCI Wealth Advisors, Inc. | 355 | $35.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 360 | $35.0K | 0.00% | +6+1.7% | Added |
| MBM Wealth Consultants, LLC | 358 | $35.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 368 | $36.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 401 | $39.0K | 0.00% | −7−1.7% | Reduced |
| KB Financial Partners, LLC | 404 | $40.0K | 0.02% | −52−11.4% | Reduced |
| Concord Wealth Partners | 404 | $40.0K | 0.01% | +120+42.3% | Added |
| First Financial Corp | 415 | $41.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 435 | $42.0K | 0.01% | 00.0% | Unchanged |