| Sugarloaf Wealth Management, LLC | 12 | $0 | 0.00% | −100−89.3% | Reduced |
| Asset Dedication, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 5,832 | $0 | 0.00% | +1,055+22.1% | Added |
| Carolina Wealth Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 2 | $0 | 0.00% | +2 | New |
| Eaton Vance Management | 1,016 | $0 | 0.00% | +1,016 | New |
| Vectors Research Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Kowal Investment Group, LLC | 6 | $0 | 0.00% | +6 | New |
| Lee Financial Co | 18 | $1.00K | 0.00% | −29−61.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 | $1.00K | 0.00% | +1+2.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $1.00K | 0.00% | +9+34.6% | Added |
| Focused Wealth Management, Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 17 | $1.00K | 0.00% | +14+466.7% | Added |
| HM Payson & Co | 19 | $1.00K | 0.00% | +19 | New |
| Mark Sheptoff Financial Planning, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Red Tortoise LLC | 115 | $1.00K | 0.00% | +115 | New |
| Raffa Wealth Management, LLC | 30 | $1.14K | 0.00% | +30 | New |
| Central Trust Co | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 40 | $2.00K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 48 | $2.00K | 0.00% | +48 | New |
| Ci Investments Inc. | 63 | $2.00K | 0.00% | +63 | New |
| Plante Moran Financial Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Zions Bancorporation, N.A. | 43 | $2.00K | 0.00% | +43 | New |
| Reilly Financial Advisors, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 69 | $3.00K | 0.00% | +18+35.3% | Added |
| Gilder Gagnon Howe & Co LLC | 87 | $3.00K | 0.00% | +69+383.3% | Added |
| Gemmer Asset Management LLC | 76 | $3.00K | 0.00% | +64+533.3% | Added |
| Adirondack Trust Co | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $4.00K | 0.00% | +20+25.0% | Added |
| Lindbrook Capital, LLC | 113 | $4.00K | 0.00% | +82+264.5% | Added |
| Islay Capital Management, LLC | 100 | $4.00K | 0.00% | +100 | New |
| PSI Advisors, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Point72 Hong Kong Ltd | 121 | $5.00K | 0.00% | −11,019−98.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 131 | $5.00K | 0.00% | +71+118.3% | Added |
| Meridian Wealth Partners, LLC | 136 | $5.00K | 0.00% | +136 | New |
| Northwestern Mutual Wealth Management Co | 170 | $6.00K | 0.00% | −250−59.5% | Reduced |
| Savior LLC | 167 | $6.00K | 0.01% | −133−44.3% | Reduced |
| Pittenger & Anderson Inc | 160 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 153 | $6.00K | 0.00% | +32+26.4% | Added |
| Professional Financial Advisors, LLC | 175 | $7.00K | 0.00% | −115−39.7% | Reduced |
| Carroll Financial Associates, Inc. | 210 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 183 | $7.00K | 0.00% | +168+1,120.0% | Added |
| Atlas Capital Advisors LLC | 201 | $7.65K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 213 | $8.00K | 0.00% | −252−54.2% | Reduced |
| Harbor Investment Advisory, LLC | 200 | $8.00K | 0.00% | −100−33.3% | Reduced |
| Hoey Investments, Inc | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 213 | $8.00K | 0.00% | +213 | New |
| MCF Advisors LLC | 259 | $10.0K | 0.00% | +9+3.6% | Added |
| AlphaMark Advisors, LLC | 250 | $10.0K | 0.00% | +250 | New |
| Gerber Kawasaki Wealth & Investment Management | 279 | $10.0K | 0.00% | +279 | New |
| Private Capital Group, LLC | 324 | $12.0K | 0.00% | +260+406.3% | Added |
| Exchange Traded Concepts, LLC | 345 | $13.0K | 0.00% | −1,192−77.6% | Reduced |
| American Portfolios Advisors | 351 | $13.4K | 0.00% | −2,669−88.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 360 | $14.0K | 0.00% | +80+28.6% | Added |
| Global Retirement Partners, LLC | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 405 | $15.0K | 0.01% | +250+161.3% | Added |
| Quadrant Capital Group LLC | 408 | $16.0K | 0.00% | +44+12.1% | Added |
| AdvisorNet Financial, Inc | 461 | $18.0K | 0.00% | +318+222.4% | Added |
| Sittner & Nelson, LLC | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 531 | $20.0K | 0.01% | +31+6.2% | Added |
| Rockefeller Capital Management L.P. | 527 | $20.0K | 0.00% | +17+3.3% | Added |
| Rockbridge Investment Management, LCC | 577 | $22.0K | 0.00% | +25+4.5% | Added |
| Wagner Wealth Management, LLC | 754 | $27.0K | 0.02% | +304+67.6% | Added |
| Burleson & Company, LLC | 715 | $27.0K | 0.00% | +700+4,666.7% | Added |
| First Bank & Trust | 742 | $28.0K | 0.01% | +345+86.9% | Added |
| Signaturefd, LLC | 729 | $28.0K | 0.00% | +622+581.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 800 | $30.0K | 0.01% | +800 | New |
| Johnson Financial Group, Inc. | 850 | $32.0K | 0.00% | −1,255−59.6% | Reduced |
| Cordasco Financial Network | 850 | $32.0K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 865 | $33.0K | 0.00% | +614+244.6% | Added |
| Ellevest, Inc. | 953 | $36.0K | 0.00% | +27+2.9% | Added |
| Proequities, Inc. | 941 | $36.0K | 0.00% | +271+40.4% | Added |
| Berman Capital Advisors, LLC | 1,006 | $38.0K | 0.01% | +171+20.5% | Added |
| Captrust Financial Advisors | 1,023 | $39.0K | 0.00% | +16+1.6% | Added |
| Jacobi Capital Management LLC | 1,075 | $41.0K | 0.01% | −625−36.8% | Reduced |