| Stonebridge Capital Advisors LLC | 2 | $0 | 0.00% | −20−90.9% | Reduced |
| Clearview Wealth Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 4 | $816 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Larson Financial Group LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Flagship Private Wealth, LLC | 9 | $1.64K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 9 | $2.00K | 0.00% | −154−94.5% | Reduced |
| Adirondack Trust Co | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 10 | $2.00K | 0.00% | +10 | New |
| Johnson Financial Group, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Castleview Partners, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Credential Qtrade Securities Inc. | 12 | $2.45K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 14 | $3.00K | 0.00% | −330,846−100.0% | Reduced |
| Van Eck Associates Corp | 13 | $3.00K | 0.00% | −7,455−99.8% | Reduced |
| Truvestments Capital LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 20 | $4.00K | 0.00% | −23−53.5% | Reduced |
| Bogart Wealth, LLC | 20 | $4.00K | 0.00% | −18−47.4% | Reduced |
| Winch Advisory Services, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 20 | $4.00K | 0.00% | +20 | New |
| Baron Financial Group, LLC | 24 | $4.89K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 25 | $5.00K | 0.00% | +25 | New |
| Bartlett & Co. Wealth Management LLC | 27 | $5.50K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 31 | $6.00K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 30 | $6.00K | 0.00% | +30 | New |
| Annapolis Financial Services, LLC | 35 | $7.00K | 0.00% | −250−87.7% | Reduced |
| Sargent Bickham Lagudis LLC | 35 | $7.00K | 0.00% | +5+16.7% | Added |
| Private Capital Group, LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $7.95K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 46 | $9.00K | 0.00% | +30+187.5% | Added |
| Bessemer Group Inc | 49 | $10.0K | 0.00% | −48,912−99.9% | Reduced |
| Rocky Mountain Advisers, LLC | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 55 | $11.0K | 0.00% | −26−32.1% | Reduced |
| Tradewinds Capital Management, LLC | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 63 | $13.0K | 0.00% | −886,561−100.0% | Reduced |
| Smithfield Trust Co | 62 | $13.0K | 0.00% | −274−81.5% | Reduced |
| West Oak Capital, LLC | 63 | $13.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 65 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 65 | $13.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 62 | $13.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 67 | $14.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 69 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 67 | $14.0K | 0.00% | +67 | New |
| CVA Family Office, LLC | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 79 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 80 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 80 | $16.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 87 | $18.0K | 0.01% | +1+1.2% | Added |
| HC Financial Advisors Inc | 92 | $19.0K | 0.01% | −83−47.4% | Reduced |
| Carroll Financial Associates, Inc. | 100 | $20.0K | 0.00% | −55−35.5% | Reduced |
| Mach-1 Financial Group, Inc. | 104 | $20.0K | 0.02% | −24−18.8% | Reduced |
| Sonora Investment Management, LLC | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 107 | $21.0K | 0.00% | −54−33.5% | Reduced |
| Evolution Wealth Advisors, LLC | 104 | $21.0K | 0.00% | +104 | New |
| Covington Capital Management | 110 | $22.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 110 | $22.0K | 0.04% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 108 | $22.0K | 0.00% | +3+2.9% | Added |
| Gemmer Asset Management LLC | 108 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 115 | $23.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 115 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 139 | $28.0K | 0.02% | −20−12.6% | Reduced |
| Proequities, Inc. | 137 | $28.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 138 | $28.0K | 0.02% | 00.0% | Unchanged |
| Norway Savings Bank | 145 | $30.0K | 0.01% | 00.0% | Unchanged |
| Beck Bode, LLC | 150 | $31.0K | 0.01% | +150 | New |
| IFP Advisors, Inc | 158 | $32.0K | 0.00% | −95−37.5% | Reduced |
| Edge Wealth Management LLC | 155 | $32.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 157 | $32.0K | 0.00% | +17+12.1% | Added |
| BDO Wealth Advisors, LLC | 160 | $33.0K | 0.00% | +10+6.7% | Added |
| BBVA USA | 160 | $33.0K | 0.00% | +160 | New |
| Whittier Trust Co of Nevada Inc | 167 | $34.0K | 0.00% | 00.0% | Unchanged |