| Savior LLC | 3 | $0 | 0.00% | −34−91.9% | Reduced |
| Bedel Financial Consulting, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 2 | $254 | 0.00% | +1+100.0% | Added |
| Enterprise Financial Services Corp | 5 | $1.00K | 0.00% | −66−93.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| Hoey Investments, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $1.00K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Kelly Financial Services LLC | 23 | $2.92K | 0.00% | −3,802−99.4% | Reduced |
| Atwood & Palmer Inc | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 26 | $3.00K | 0.00% | – | – |
| Stonebridge Capital Advisors LLC | 24 | $3.00K | 0.00% | +13+118.2% | Added |
| Heritage Wealth Advisors | 25 | $3.17K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 28 | $3.55K | 0.00% | −8−22.2% | Reduced |
| JCIC Asset Management Inc. | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 33 | $4.00K | 0.00% | +2+6.5% | Added |
| Activest Wealth Management | 31 | $4.00K | 0.00% | +6+24.0% | Added |
| JJJ Advisors Inc. | 35 | $4.00K | 0.00% | +19+118.8% | Added |
| Plante Moran Financial Advisors, LLC | 35 | $4.00K | 0.00% | +31+775.0% | Added |
| Sargent Bickham Lagudis LLC | 41 | $5.00K | 0.00% | −89−68.5% | Reduced |
| JNBA Financial Advisors | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 37 | $5.00K | 0.00% | +6+19.4% | Added |
| Delta Asset Management LLC | 40 | $5.00K | 0.00% | +40 | New |
| Farmers & Merchants Investments Inc | 40 | $5.00K | 0.00% | +40 | New |
| Center for Financial Planning, Inc. | 50 | $6.00K | 0.00% | −38−43.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 44 | $6.00K | 0.00% | −11−20.0% | Reduced |
| Highlander Capital Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Asset Dedication, LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 53 | $7.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 54 | $7.00K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 54 | $7.00K | 0.00% | +18+50.0% | Added |
| JFS Wealth Advisors, LLC | 56 | $7.00K | 0.00% | +50+833.3% | Added |
| Larson Financial Group LLC | 64 | $8.00K | 0.00% | −13−16.9% | Reduced |
| C M Bidwell & Associates Ltd | 64 | $8.00K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 62 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 60 | $8.00K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $8.00K | 0.00% | – | – |
| Security National Trust Co | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 60 | $9.00K | 0.00% | −380−86.4% | Reduced |
| Meeder Asset Management Inc | 68 | $9.00K | 0.00% | +34+100.0% | Added |
| Toth Financial Advisory Corp | 78 | $10.0K | 0.00% | −5−6.0% | Reduced |
| West Branch Capital LLC | 81 | $10.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 75 | $10.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 78 | $10.0K | 0.01% | +4+5.4% | Added |
| Parkside Financial Bank & Trust | 83 | $10.0K | 0.00% | +16+23.9% | Added |
| Loomis Sayles & Co L P | 78 | $10.0K | 0.00% | +78 | New |
| South State Corp. | 80 | $10.0K | 0.00% | +80 | New |
| Evermay Wealth Management LLC | 80 | $10.0K | 0.00% | +80 | New |
| Bell Investment Advisors, Inc | 76 | $10.0K | 0.00% | +76 | New |
| Kayne Anderson Rudnick Investment Management LLC | 83 | $11.0K | 0.00% | −205,870−100.0% | Reduced |
| Howe & Rusling Inc | 90 | $11.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 87 | $11.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 83 | $11.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 87 | $11.0K | 0.00% | +12+16.0% | Added |
| FNY Investment Advisers, LLC | 100 | $12.0K | 0.01% | +100 | New |
| HC Financial Advisors Inc | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 99 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 112 | $14.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 111 | $14.0K | 0.00% | +33+42.3% | Added |
| TD Private Client Wealth LLC | 118 | $15.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 118 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 126 | $15.0K | 0.00% | +3+2.4% | Added |
| Sugarloaf Wealth Management, LLC | 121 | $15.0K | 0.00% | +121 | New |
| Lenox Wealth Advisors, LLC | 130 | $16.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 136 | $17.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 132 | $17.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 142 | $18.0K | 0.01% | +142 | New |