| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 2 | $302 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $453 | 0.00% | +3 | New |
| Bellwether Advisors, LLC | 4 | $603 | 0.00% | +4 | New |
| Tucker Asset Management LLC | 4 | $604 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $604 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $604 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $604 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 4 | $604 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $755 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $906 | 0.00% | −17−73.9% | Reduced |
| Cape Investment Advisory, Inc. | 6 | $906 | 0.00% | +6 | New |
| Covestor Ltd | 9 | $1.00K | 0.00% | −42−82.4% | Reduced |
| Byrne Asset Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $1.06K | 0.00% | −3−30.0% | Reduced |
| Hexagon Capital Partners LLC | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $1.36K | 0.00% | −27−75.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.51K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $1.51K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $1.51K | 0.00% | +10 | New |
| Piershale Financial Group, Inc. | 12 | $1.81K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 12 | $1.81K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 12 | $1.81K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 12 | $1.81K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13 | $1.96K | 0.00% | +13 | New |
| Parallax Volatility Advisers, L.P. | 14 | $2.11K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $2.11K | 0.00% | +1+7.7% | Added |
| Proequities, Inc. | 15 | $2.26K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15 | $2.26K | 0.00% | −25−62.5% | Reduced |
| Stone House Investment Management, LLC | 19 | $2.87K | 0.00% | +19 | New |
| Brown, Lisle/Cummings, Inc. | 20 | $3.02K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $3.02K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 20 | $3.02K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 20 | $3.02K | 0.00% | +20 | New |
| 25 LLC | 25 | $3.06K | 0.00% | +25 | New |
| Steward Financial Group LLC | 29 | $4.00K | 0.00% | +25+625.0% | Added |
| Cullen/Frost Bankers, Inc. | 28 | $4.23K | 0.00% | +28 | New |
| Sofos Investments, Inc. | 151 | $4.38K | 0.19% | +151 | New |
| DB Wealth Management Group, LLC | 30 | $4.53K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $4.53K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 30 | $4.62K | 0.00% | +30 | New |
| BOK Financial Private Wealth, Inc. | 31 | $4.68K | 0.00% | +31 | New |
| Migdal Insurance & Financial Holdings Ltd. | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 35 | $5.00K | 0.00% | +29+483.3% | Added |
| Cary Street Partner Investment Advisory LLC | 34 | $5.13K | 0.00% | −1−2.9% | Reduced |
| WealthPlan Investment Management, LLC | 37 | $5.58K | 0.00% | +37 | New |
| FinTrust Capital Advisors, LLC | 50 | $5.72K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $6.04K | 0.00% | +40 | New |
| ZRC Wealth Management, LLC | 40 | $6.04K | 0.01% | +40 | New |
| Ameritas Advisory Services, LLC | 54 | $6.76K | 0.00% | +54 | New |
| Bell Investment Advisors, Inc | 45 | $6.79K | 0.00% | +22+95.7% | Added |
| HHM Wealth Advisors, LLC | 47 | $7.09K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 47 | $7.09K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 47 | $7.09K | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 50 | $7.55K | 0.00% | −50−50.0% | Reduced |
| Mechanics Financial Corp | 50 | $7.55K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $7.55K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 51 | $7.70K | 0.00% | +51 | New |
| Ten Capital Wealth Advisors, LLC | 51 | $7.70K | 0.00% | +51 | New |
| Hantz Financial Services, Inc. | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 56 | $8.00K | 0.00% | +56 | New |
| Farther Finance Advisors, LLC | 57 | $8.60K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 61 | $9.00K | 0.00% | −600−90.8% | Reduced |
| Van Eck Associates Corp | 61 | $9.00K | 0.00% | −1−1.6% | Reduced |
| First Personal Financial Services | 65 | $9.81K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 75 | $11.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $11.5K | 0.00% | +5+7.0% | Added |
| Retirement Group, LLC | 80 | $12.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 80 | $12.1K | 0.00% | +8+11.1% | Added |
| Financial Management Professionals, Inc. | 85 | $13.0K | 0.00% | −53−38.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 92 | $13.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 90 | $14.3K | 0.00% | −1,424−94.1% | Reduced |
| Winch Advisory Services, LLC | 97 | $15.0K | 0.01% | +75+340.9% | Added |
| Nordwand Advisors, LLC | 100 | $15.1K | 0.00% | +100 | New |
| HighMark Wealth Management LLC | 102 | $15.4K | 0.01% | +1+1.0% | Added |
| Glassman Wealth Services | 105 | $15.8K | 0.00% | +59+128.3% | Added |
| First Command Bank | 115 | $17.4K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 115 | $17.4K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 125 | $18.9K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 142 | $21.0K | 0.00% | −21,396−99.3% | Reduced |
| Central Trust Co | 146 | $22.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 152 | $22.9K | 0.00% | −514−77.2% | Reduced |
| Close Asset Management Ltd | 150 | $23.0K | 0.00% | +150 | New |
| Prestige Wealth Management Group LLC | 172 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 180 | $27.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 185 | $28.0K | 0.00% | +32+20.9% | Added |
| Brown Brothers Harriman & Co | 191 | $28.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 200 | $30.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $30.2K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $30.2K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $30.2K | 0.02% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $30.2K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $30.2K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 205 | $30.9K | 0.00% | −27,598−99.3% | Reduced |