| CVA Family Office, LLC | 5 | $0 | 0.00% | −275−98.2% | Reduced |
| WestEnd Advisors, LLC | – | $246 | 0.00% | – | New |
| Kelly Financial Services LLC | 26,931 | $328 | 0.01% | +26,604+8,135.8% | Added |
| Global Financial Private Client, LLC | 9 | $750 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 10 | $820 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 9 | $1.00K | 0.02% | +1+12.5% | Added |
| Liberty Wealth Management LLC | 9 | $1.00K | 0.00% | −3−25.0% | Reduced |
| C M Bidwell & Associates Ltd | 16 | $1.00K | 0.00% | +16 | New |
| Red Door Wealth Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| MD Financial Management Inc. | 27 | $2.00K | 0.00% | −87−76.3% | Reduced |
| American National Bank | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 40 | $3.00K | 0.00% | +40 | New |
| Ancora Advisors, LLC | 31 | $3.00K | 0.00% | +31 | New |
| Flagship Private Wealth, LLC | 40 | $3.28K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 54 | $4.00K | 0.00% | −220−80.3% | Reduced |
| Ironwood Financial, llc | 52 | $4.00K | 0.00% | −26−33.3% | Reduced |
| Concord Wealth Partners | 52 | $4.00K | 0.00% | −7−11.9% | Reduced |
| Baldwin Brothers Inc | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 51 | $4.00K | 0.00% | +36+240.0% | Added |
| Parisi Gray Wealth Management | 50 | $4.00K | 0.00% | +50 | New |
| TSFG, LLC | 46 | $4.00K | 0.00% | +46 | New |
| Westside Investment Management, Inc. | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 64 | $5.00K | 0.00% | +64 | New |
| Capital Analysts, LLC | 69 | $6.00K | 0.00% | −123−64.1% | Reduced |
| Column Capital Advisors, LLC | 74 | $6.00K | 0.00% | −24−24.5% | Reduced |
| First Personal Financial Services | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 91 | $7.00K | 0.00% | −281−75.5% | Reduced |
| Trustcore Financial Services, LLC | 87 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 95 | $7.00K | 0.00% | −2−2.1% | Reduced |
| Resolute Partners Group | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 102 | $8.00K | 0.00% | +1+1.0% | Added |
| Tortoise Investment Management, LLC | 101 | $8.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 95 | $8.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 94 | $8.00K | 0.01% | +94 | New |
| Hartford Financial Management Inc. | 107 | $9.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 105 | $9.00K | 0.00% | +5+5.0% | Added |
| Ford Financial Group, LLC | 120 | $9.00K | 0.00% | +120 | New |
| Ogorek Anthony Joseph | 127 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 116 | $10.0K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $10.0K | 0.00% | – | New |
| Wealth Quarterback LLC | 112 | $10.0K | 0.01% | +112 | New |
| JFS Wealth Advisors, LLC | 139 | $11.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 130 | $11.0K | 0.00% | +130 | New |
| Atlas Capital Advisors LLC | 139 | $11.4K | 0.00% | +9+6.9% | Added |
| Sound Income Strategies, LLC | 152 | $12.0K | 0.00% | −112−42.4% | Reduced |
| Focused Wealth Management, Inc | 152 | $12.0K | 0.00% | +1+0.7% | Added |
| Sugarloaf Wealth Management, LLC | 150 | $12.0K | 0.00% | +1+0.7% | Added |
| WealthShield Partners, LLC | 164 | $13.0K | 0.00% | −283−63.3% | Reduced |
| Rockbridge Investment Management, LCC | 164 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 163 | $13.4K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 174 | $14.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 176 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 172 | $14.0K | 0.00% | +6+3.6% | Added |
| Evermay Wealth Management LLC | 175 | $14.0K | 0.00% | +175 | New |
| Earnest Partners LLC | 183 | $15.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 179 | $15.0K | 0.00% | +32+21.8% | Added |
| SRS Capital Advisors, Inc. | 179 | $15.0K | 0.00% | +179 | New |
| Vigilant Capital Management, LLC | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 189 | $16.0K | 0.01% | +1+0.5% | Added |
| Johnson Financial Group, Inc. | 213 | $17.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 212 | $17.0K | 0.01% | +2+1.0% | Added |
| Fieldpoint Private Securities, LLC | 215 | $17.0K | 0.00% | +70+48.3% | Added |
| Strategic Blueprint, LLC | 212 | $17.0K | 0.00% | +212 | New |
| Costello Asset Management, INC | 220 | $18.0K | 0.01% | −16−6.8% | Reduced |
| Pittenger & Anderson Inc | 225 | $18.0K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 225 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 214 | $18.0K | 0.00% | +3+1.4% | Added |
| Kistler-Tiffany Companies, LLC | 235 | $19.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 235 | $19.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 241 | $20.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 250 | $20.0K | 0.01% | +19+8.2% | Added |
| Hudock, Inc. | 265 | $21.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 262 | $21.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 255 | $21.0K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 271 | $22.0K | 0.01% | −16−5.6% | Reduced |
| Barrett Asset Management, LLC | 266 | $22.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 268 | $22.0K | 0.00% | +72+36.7% | Added |
| Creative Financial Designs Inc | 272 | $22.0K | 0.00% | +156+134.5% | Added |