| Baystate Wealth Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 16 | $0 | 0.00% | +16 | New |
| TD Capital Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 28 | $1.00K | 0.00% | +28 | New |
| Arcadia Investment Advisors LLC | 28 | $1.47K | 0.00% | +28 | New |
| Atlas Private Wealth Advisors | 33 | $2.00K | 0.00% | −124−79.0% | Reduced |
| Motco | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 45 | $2.00K | 0.00% | +45 | New |
| West Paces Advisors Inc. | 42 | $2.21K | 0.00% | +42 | New |
| Harbor Investment Advisory, LLC | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 64 | $3.37K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 86 | $4.00K | 0.00% | −581−87.1% | Reduced |
| Carolina Wealth Advisors, LLC | 68 | $4.00K | 0.00% | −75−52.4% | Reduced |
| MCF Advisors LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 67 | $4.00K | 0.00% | +67 | New |
| Halpern Financial, Inc. | 79 | $4.16K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 99 | $5.00K | 0.00% | +2+2.1% | Added |
| TSFG, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 123 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 116 | $6.00K | 0.00% | +3+2.7% | Added |
| Gemmer Asset Management LLC | 133 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 141 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 124 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 130 | $7.00K | 0.00% | +130 | New |
| Brewin Dolphin Ltd | 141 | $7.42K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $7.64K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 150 | $7.90K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 157 | $8.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 160 | $8.00K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 145 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 157 | $8.00K | 0.00% | +111+241.3% | Added |
| Baldrige Asset Management LLC | 150 | $8.00K | 0.00% | +150 | New |
| HighMark Wealth Management LLC | 164 | $9.00K | 0.01% | −15−8.4% | Reduced |
| Vectors Research Management, LLC | 167 | $9.00K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 177 | $9.00K | 0.00% | +177 | New |
| Tradewinds Capital Management, LLC | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 183 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 184 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 191 | $10.0K | 0.00% | +50+35.5% | Added |
| Front Row Advisors LLC | 190 | $10.0K | 0.00% | +62+48.4% | Added |
| Essex Investment Management Co LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 210 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 205 | $11.0K | 0.00% | +16+8.5% | Added |
| Proequities, Inc. | 213 | $11.0K | 0.00% | +113+113.0% | Added |
| Strategic Blueprint, LLC | 200 | $11.0K | 0.00% | +200 | New |
| Raffa Wealth Management, LLC | 226 | $11.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 219 | $12.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 240 | $13.0K | 0.00% | +24+11.1% | Added |
| Hanson & Doremus Investment Management | 282 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 274 | $14.0K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 258 | $14.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 270 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 291 | $15.0K | 0.01% | +4+1.4% | Added |
| MUFG Americas Holdings Corp | 306 | $16.0K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 312 | $16.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $16.0K | 0.00% | +300 | New |
| Parisi Gray Wealth Management | 309 | $16.0K | 0.01% | +309 | New |
| Alaethes Wealth LLC | 300 | $16.0K | 0.01% | +300 | New |
| Lee Financial Co | 341 | $18.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 343 | $18.0K | 0.00% | +343 | New |
| Heritage Wealth Advisors | 350 | $18.4K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 368 | $19.0K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 375 | $20.0K | 0.00% | −750−66.7% | Reduced |
| Princeton Global Asset Management LLC | 374 | $20.0K | 0.01% | −108−22.4% | Reduced |
| Glassman Wealth Services | 380 | $20.0K | 0.00% | +4+1.1% | Added |
| Sterling Investment Advisors, Ltd. | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 393 | $21.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 408 | $21.0K | 0.00% | +148+56.9% | Added |
| Sandy Spring Bank | 400 | $21.0K | 0.00% | +400 | New |
| Bedel Financial Consulting, Inc. | 415 | $22.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 444 | $23.0K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 461 | $24.0K | 0.01% | +1+0.2% | Added |
| Wolff Wiese Magana LLC | 467 | $24.0K | 0.02% | +14+3.1% | Added |
| Daiwa Securities Group Inc. | 451 | $24.0K | 0.00% | +46+11.4% | Added |
| Eagle Bay Advisors LLC | 449 | $25.0K | 0.02% | +449 | New |
| Brown Brothers Harriman & Co | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 500 | $26.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 505 | $27.0K | 0.01% | +505 | New |
| FinTrust Capital Advisors, LLC | 558 | $29.0K | 0.01% | +19+3.5% | Added |