| Berman Capital Advisors, LLC | 13 | $0 | 0.00% | −27−67.5% | Reduced |
| Tradewinds Capital Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 8 | $0 | 0.00% | +8 | New |
| Coastal Capital Group, Inc. | 3 | $0 | 0.00% | +3 | New |
| Halpern Financial, Inc. | 4 | $273 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 9 | $613 | 0.00% | +9 | New |
| Bartlett & Co. Wealth Management LLC | 12 | $818 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $1.00K | 0.00% | −202−93.1% | Reduced |
| Trust Co of Vermont | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Bourgeon Capital Management LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| Ravenstone Capital Management Inc. | 35 | $2.38K | 0.00% | +35 | New |
| Gemmer Asset Management LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 47 | $3.00K | 0.00% | +2+4.4% | Added |
| Carroll Financial Associates, Inc. | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 37 | $3.00K | 0.00% | +29+362.5% | Added |
| Vigilant Capital Management, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Baldrige Asset Management LLC | 50 | $3.00K | 0.00% | +50 | New |
| Bellevue Asset Management, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Agf Investments Inc. | 61 | $4.00K | 0.00% | −30−33.0% | Reduced |
| Hanson & Doremus Investment Management | 200 | $5.00K | 0.00% | +98+96.1% | Added |
| Cedar Mountain Advisors, LLC | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 71 | $5.00K | 0.00% | +21+42.0% | Added |
| FourThought Financial, LLC | 79 | $5.00K | 0.00% | +19+31.7% | Added |
| Red Door Wealth Management, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Retirement Group, LLC | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $6.81K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 99 | $7.00K | 0.00% | −2−2.0% | Reduced |
| Macroview Investment Management LLC | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 98 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $7.00K | 0.00% | +100 | New |
| Assetmark, Inc | 103 | $7.00K | 0.00% | +103 | New |
| Advocacy Wealth Management Services, LLC | 100 | $7.00K | 0.00% | +100 | New |
| Wealth Quarterback LLC | 93 | $7.00K | 0.00% | +93 | New |
| Bellwether Advisors, LLC | 143 | $9.00K | 0.00% | −20−12.3% | Reduced |
| Burleson & Company, LLC | 208 | $14.0K | 0.00% | −80−27.8% | Reduced |
| HighMark Wealth Management LLC | 205 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 203 | $14.0K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 205 | $14.0K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 180 | $14.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 205 | $14.0K | 0.01% | +151+279.6% | Added |
| MV Capital Management, Inc. | 200 | $14.0K | 0.00% | +200 | New |
| Moser Wealth Advisors, LLC | 217 | $15.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 236 | $16.0K | 0.01% | +28+13.5% | Added |
| Sargent Bickham Lagudis LLC | 229 | $16.0K | 0.00% | +229 | New |
| Sound Income Strategies, LLC | 240 | $16.0K | 0.00% | +240 | New |
| Arkadios Wealth Advisors | 264 | $17.0K | 0.00% | +62+30.7% | Added |
| JJJ Advisors Inc. | 257 | $18.0K | 0.01% | +72+38.9% | Added |
| Firestone Capital Management | 300 | $20.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 310 | $21.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 313 | $21.0K | 0.02% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 342 | $23.0K | 0.00% | −465−57.6% | Reduced |
| Hoover Financial Advisors, Inc. | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 396 | $27.0K | 0.01% | +396 | New |
| Glassman Wealth Services | 427 | $29.0K | 0.01% | +359+527.9% | Added |
| Enterprise Financial Services Corp | 445 | $30.0K | 0.00% | −1−0.2% | Reduced |
| Concord Wealth Partners | 461 | $31.0K | 0.01% | +23+5.3% | Added |
| Manchester Capital Management LLC | 464 | $32.0K | 0.00% | +87+23.1% | Added |
| Valley National Advisers Inc | 480 | $33.0K | 0.01% | +203+73.3% | Added |
| CKW Financial Group | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 494 | $34.0K | 0.01% | +85+20.8% | Added |
| Massmutual Trust Co FSB | 501 | $34.0K | 0.00% | +168+50.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 500 | $34.1K | 0.04% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 529 | $36.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 525 | $36.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 522 | $36.0K | 0.01% | +9+1.8% | Added |
| Howe & Rusling Inc | 550 | $37.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 568 | $39.0K | 0.01% | +523+1,162.2% | Added |
| Private Capital Group, LLC | 581 | $40.0K | 0.01% | +41+7.6% | Added |
| Parkside Financial Bank & Trust | 604 | $41.0K | 0.01% | −127−17.4% | Reduced |
| Sandy Spring Bank | 600 | $41.0K | 0.00% | +600 | New |
| First Manhattan Co | 625 | $42.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 621 | $42.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 612 | $42.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 614 | $42.0K | 0.03% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 654 | $45.0K | 0.01% | 00.0% | Unchanged |