| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Curi Capital | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $180 | 0.00% | – | – |
| Global Financial Private Client, LLC | 8 | $725 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 15 | $1.00K | 0.00% | −292−95.1% | Reduced |
| JJJ Advisors Inc. | 14 | $1.00K | 0.00% | −46−76.7% | Reduced |
| TFC Financial Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 12 | $1.00K | 0.00% | +12 | New |
| Atticus Wealth Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Creative Financial Designs Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $2.00K | 0.00% | +15+150.0% | Added |
| Disciplined Investments, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Financial Perspectives, Inc | 26 | $2.38K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 30 | $3.00K | 0.00% | −395−92.9% | Reduced |
| CVA Family Office, LLC | 30 | $3.00K | 0.00% | −145−82.9% | Reduced |
| Lee Financial Co | 35 | $3.00K | 0.00% | −1−2.8% | Reduced |
| First National Bank of South Miami | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 38 | $3.00K | 0.00% | +38 | New |
| Wolff Wiese Magana LLC | 30 | $3.00K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 35 | $3.17K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 44 | $3.98K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 46 | $4.00K | 0.00% | −234−83.6% | Reduced |
| JNBA Financial Advisors | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 49 | $4.00K | 0.00% | +29+145.0% | Added |
| American National Bank | 43 | $4.00K | 0.00% | +43 | New |
| Johnson Financial Group, Inc. | 56 | $5.00K | 0.00% | −168−75.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 50 | $5.00K | 0.00% | −160−76.2% | Reduced |
| Ranger Investment Management, L.P. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 58 | $5.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $5.00K | 0.00% | +35+175.0% | Added |
| GW&K Investment Management, LLC | 57 | $5.00K | 0.00% | +57 | New |
| TCWP LLC | 69 | $6.00K | 0.00% | +69 | New |
| Beaird Harris Wealth Management, LLC | 68 | $6.00K | 0.00% | +68 | New |
| Sutton Wealth Advisors Inc. | 76 | $6.88K | 0.00% | +2+2.7% | Added |
| Proequities, Inc. | 82 | $7.00K | 0.00% | −420−83.7% | Reduced |
| Cordasco Financial Network | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 81 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 84 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 88 | $8.00K | 0.00% | +1+1.1% | Added |
| Fieldpoint Private Securities, LLC | 85 | $8.00K | 0.00% | +40+88.9% | Added |
| BDO Wealth Advisors, LLC | 100 | $9.00K | 0.00% | −25−20.0% | Reduced |
| Versant Capital Management, Inc | 99 | $9.00K | 0.00% | −7−6.6% | Reduced |
| Financial Management Professionals, Inc. | 104 | $9.00K | 0.00% | +5+5.1% | Added |
| Harvest Fund Management Co., Ltd | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 98 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 102 | $9.00K | 0.00% | +102 | New |
| Clear Perspectives Financial Planning, LLC | 103 | $9.00K | 0.00% | +103 | New |
| Ogorek Anthony Joseph | 114 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 115 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 108 | $10.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 106 | $10.0K | 0.01% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 107 | $10.0K | 0.00% | +107 | New |
| First Horizon Advisors, Inc. | 120 | $11.0K | 0.00% | −139−53.7% | Reduced |
| Hexagon Capital Partners LLC | 133 | $12.0K | 0.00% | +20+17.7% | Added |
| Heritage Wealth Management, LLC | 133 | $12.0K | 0.00% | +133 | New |
| Bogart Wealth, LLC | 148 | $13.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 143 | $13.0K | 0.00% | +143 | New |
| GHP Investment Advisors, Inc. | 141 | $13.0K | 0.00% | +141 | New |
| Koshinski Asset Management, Inc. | 150 | $13.6K | 0.00% | −96−39.0% | Reduced |
| Baron Financial Group, LLC | 150 | $13.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 158 | $14.0K | 0.00% | −4−2.5% | Reduced |
| Earnest Partners LLC | 156 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 152 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 166 | $15.0K | 0.00% | +166 | New |
| Core Alternative Capital | 174 | $16.0K | 0.00% | +157+923.5% | Added |
| Lindbrook Capital, LLC | 187 | $17.0K | 0.00% | −104−35.7% | Reduced |
| Rockbridge Investment Management, LCC | 200 | $18.1K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 208 | $19.0K | 0.00% | −136−39.5% | Reduced |
| Zullo Investment Group, Inc. | 205 | $19.0K | 0.01% | −59−22.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 206 | $19.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 210 | $19.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 216 | $20.0K | 0.00% | −21−8.9% | Reduced |
| Lenox Wealth Advisors, LLC | 204 | $20.0K | 0.00% | +12+6.3% | Added |
| Gradient Investments LLC | 232 | $21.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 235 | $21.3K | 0.00% | 00.0% | Unchanged |
| Ossiam | 244 | $22.0K | 0.00% | −3,130−92.8% | Reduced |
| Catalyst Capital Advisors LLC | 245 | $22.0K | 0.00% | +47+23.7% | Added |
| Jones Financial Companies LLLP | 253 | $23.0K | 0.00% | −69−21.4% | Reduced |
| Arrow Financial Corp | 249 | $23.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 265 | $24.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 261 | $24.0K | 0.01% | +261 | New |
| Private Capital Group, LLC | 293 | $27.0K | 0.01% | −151−34.0% | Reduced |
| Blume Capital Management, Inc. | 300 | $27.0K | 0.01% | 00.0% | Unchanged |