| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 6 | $0 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $718 | 0.00% | – | – |
| BerganKDV Wealth Management, LLC | 13 | $1.00K | 0.00% | −69−84.1% | Reduced |
| TSFG, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Vectors Research Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Sandy Spring Bank | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 24 | $2.00K | 0.00% | +24 | New |
| Addison Advisors LLC | 16 | $2.00K | 0.00% | +16 | New |
| Ravenstone Capital Management Inc. | 29 | $2.98K | 0.00% | +29 | New |
| Financial Management Professionals, Inc. | 31 | $3.00K | 0.00% | +3+10.7% | Added |
| Laurel Wealth Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 26 | $3.00K | 0.00% | +26 | New |
| Schubert & Co | 34 | $3.00K | 0.00% | +34 | New |
| Steward Financial Group LLC | 30 | $3.00K | 0.00% | +30 | New |
| Tevis Investment Management | 31 | $3.00K | 0.00% | +31 | New |
| Country Trust Bank | 41 | $4.00K | 0.00% | −33−44.6% | Reduced |
| Annapolis Financial Services, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 37 | $4.00K | 0.00% | +37 | New |
| M&R Capital Management Inc | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $5.00K | 0.00% | +52 | New |
| Sandy Cove Advisors, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Mystic Asset Management, Inc. | 50 | $5.00K | 0.00% | +50 | New |
| Clean Yield Group | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 56 | $6.00K | 0.00% | +1+1.8% | Added |
| Andrew Hill Investment Advisors, Inc. | 66 | $6.00K | 0.01% | +66 | New |
| Strengthening Families & Communities, LLC | 57 | $6.00K | 0.00% | +57 | New |
| West Paces Advisors Inc. | 59 | $6.06K | 0.00% | −67−53.2% | Reduced |
| Stonebridge Capital Advisors LLC | 72 | $7.00K | 0.00% | −12−14.3% | Reduced |
| Carolinas Wealth Consulting LLC | 68 | $7.00K | 0.00% | −21−23.6% | Reduced |
| IMA Wealth, Inc. | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 64 | $7.00K | 0.00% | +6+10.3% | Added |
| Ahrens Investment Partners LLC | 73 | $7.00K | 0.00% | +73 | New |
| Atlas Capital Advisors LLC | 72 | $7.39K | 0.00% | −2,238−96.9% | Reduced |
| Prestige Wealth Management Group LLC | 81 | $8.00K | 0.00% | −9−10.0% | Reduced |
| Raffa Wealth Management, LLC | 82 | $8.42K | 0.00% | −17−17.2% | Reduced |
| NVWM, LLC | 83 | $9.00K | 0.00% | +41+97.6% | Added |
| Reilly Financial Advisors, LLC | 87 | $9.00K | 0.00% | +49+128.9% | Added |
| Ahl Investment Management, Inc. | 86 | $9.00K | 0.01% | +86 | New |
| Patriot Financial Group Insurance Agency, LLC | 98 | $10.0K | 0.00% | −36−26.9% | Reduced |
| NewSquare Capital LLC | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 97 | $10.0K | 0.00% | +8+9.0% | Added |
| Zullo Investment Group, Inc. | 102 | $10.0K | 0.01% | +102 | New |
| Legacy Bridge, LLC | 111 | $11.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 107 | $11.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 105 | $11.0K | 0.00% | +4+4.0% | Added |
| Pinnacle Bancorp, Inc. | 117 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 115 | $12.0K | 0.01% | +115 | New |
| Endurance Wealth Management, Inc. | 123 | $13.0K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 131 | $13.0K | 0.00% | +131 | New |
| Aspire Private Capital, LLC | 136 | $14.0K | 0.00% | −3−2.2% | Reduced |
| Rosenberg Matthew Hamilton | 140 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 134 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 140 | $14.0K | 0.01% | +140 | New |
| Investors Research Corp | 149 | $15.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 160 | $16.0K | 0.00% | −200−55.6% | Reduced |
| Cribstone Capital Management, LLC | 156 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 152 | $16.0K | 0.00% | +17+12.6% | Added |
| South State Corp. | 156 | $16.0K | 0.00% | +31+24.8% | Added |
| City Holding Co | 150 | $16.0K | 0.00% | +150 | New |
| MV Capital Management, Inc. | 165 | $17.0K | 0.00% | +23+16.2% | Added |
| SJS Investment Consulting Inc. | 168 | $17.0K | 0.01% | +168 | New |
| Rockbridge Investment Management, LCC | 180 | $18.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 176 | $18.0K | 0.00% | +110+166.7% | Added |
| Neo Ivy Capital Management | 180 | $18.0K | 0.03% | +180 | New |
| HM Payson & Co | 182 | $19.0K | 0.00% | −347−65.6% | Reduced |
| Advocacy Wealth Management Services, LLC | 194 | $20.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 204 | $21.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $21.0K | 0.01% | +199+19,900.0% | Added |
| Total Clarity Wealth Management, Inc. | 200 | $21.0K | 0.01% | +200 | New |
| Arlington Partners LLC | 218 | $22.0K | 0.01% | +54+32.9% | Added |
| Bell Investment Advisors, Inc | 218 | $22.0K | 0.01% | +50+29.8% | Added |
| JNBA Financial Advisors | 228 | $23.0K | 0.00% | +53+30.3% | Added |
| Carroll Financial Associates, Inc. | 241 | $24.0K | 0.00% | +45+23.0% | Added |
| Fieldpoint Private Securities, LLC | 229 | $24.0K | 0.00% | +60+35.5% | Added |
| Confluence Wealth Services, Inc. | 236 | $24.0K | 0.01% | +236 | New |
| Rational Advisors LLC | 249 | $26.0K | 0.00% | +142+132.7% | Added |
| Hexagon Capital Partners LLC | 264 | $27.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 276 | $28.0K | 0.00% | +127+85.2% | Added |
| TAP Consulting, LLC | 274 | $28.0K | 0.01% | +274 | New |
| Fortitude Advisory Group L.L.C. | 277 | $29.0K | 0.01% | +277 | New |
| Cornerstone Advisory, LLC | 290 | $30.0K | 0.00% | +290 | New |
| Caldwell Trust Co | 300 | $30.8K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 299 | $31.0K | 0.02% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 300 | $31.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 298 | $31.0K | 0.01% | +161+117.5% | Added |
| Washington Trust Advisors, Inc. | 300 | $31.0K | 0.00% | +300 | New |
| Byrne Asset Management LLC | 300 | $31.0K | 0.02% | +300 | New |
| Quent Capital, LLC | 300 | $31.0K | 0.01% | +300 | New |