| SOA Wealth Advisors, LLC. | 3 | $0 | 0.00% | −7−70.0% | Reduced |
| Beacon Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $157 | 0.00% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 4 | $631 | 0.00% | +4 | New |
| Exane Derivatives | 5 | $788 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $1.00K | 0.00% | −21,595−100.0% | Reduced |
| Sound Income Strategies, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Castleview Partners, LLC | 16 | $1.47K | 0.00% | −151−90.4% | Reduced |
| Eagle Bay Advisors LLC | 12 | $1.87K | 0.00% | −151−92.6% | Reduced |
| Wolff Wiese Magana LLC | 15 | $2.00K | 0.00% | −148−90.8% | Reduced |
| MV Capital Management, Inc. | 10 | $2.00K | 0.00% | −23−69.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 13 | $2.00K | 0.00% | −11−45.8% | Reduced |
| Godsey & Gibb Associates | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 14 | $2.00K | 0.01% | +14 | New |
| Valley National Advisers Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $3.00K | 0.00% | +3+20.0% | Added |
| City State Bank | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 22 | $3.00K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 20 | $3.15K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 29 | $4.00K | 0.00% | −11−27.5% | Reduced |
| Hudock, Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 23 | $4.00K | 0.00% | −6−20.7% | Reduced |
| Evoke Wealth, LLC | 23 | $4.00K | 0.00% | +12+109.1% | Added |
| Schubert & Co | 26 | $4.00K | 0.00% | +13+100.0% | Added |
| GW&K Investment Management, LLC | 24 | $4.00K | 0.00% | +20+500.0% | Added |
| Crewe Advisors LLC | 23 | $4.00K | 0.00% | +23 | New |
| Atticus Wealth Management, LLC | 24 | $4.00K | 0.00% | +24 | New |
| FSC Wealth Advisors, LLC | 28 | $4.00K | 0.04% | +28 | New |
| Rockbridge Investment Management, LCC | 30 | $4.73K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 34 | $5.00K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 31 | $5.00K | 0.00% | +31 | New |
| Sutton Wealth Advisors Inc. | 36 | $5.67K | 0.00% | +10+38.5% | Added |
| Clearstead Advisors, LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 36 | $6.00K | 0.00% | +36 | New |
| Tfo-TDC, LLC | 35 | $6.00K | 0.00% | +35 | New |
| RWM Asset Management, LLC | 39 | $6.00K | 0.00% | +39 | New |
| Money Concepts Capital Corp | 54 | $8.00K | 0.00% | −552−91.1% | Reduced |
| Loomis Sayles & Co L P | 53 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $8.00K | 0.00% | +11+26.8% | Added |
| Venture Visionary Partners LLC | 55 | $8.66K | 0.00% | +55 | New |
| Stuart Chaussee & Associates, Inc. | 60 | $9.00K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 55 | $9.00K | 0.00% | +1+1.9% | Added |
| Massmutual Trust Co FSB | 62 | $10.0K | 0.00% | −1−1.6% | Reduced |
| Ulland Investment Advisors, LLC | 63 | $10.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 66 | $10.0K | 0.00% | +10+17.9% | Added |
| Howe & Rusling Inc | 68 | $11.0K | 0.00% | −16−19.0% | Reduced |
| Sandy Spring Bank | 72 | $11.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 70 | $11.0K | 0.01% | +70 | New |
| Glassman Wealth Services | 79 | $12.0K | 0.00% | −18−18.6% | Reduced |
| Farmers & Merchants Investments Inc | 79 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 79 | $12.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 74 | $12.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 79 | $12.0K | 0.00% | +24+43.6% | Added |
| Webster Bank, N. A. | 82 | $13.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 86 | $13.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 90 | $14.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 95 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 95 | $15.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 94 | $15.0K | 0.01% | +94 | New |
| Contravisory Investment Management, Inc. | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 103 | $16.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 105 | $17.0K | 0.00% | −10−8.7% | Reduced |
| Concord Wealth Partners | 116 | $18.0K | 0.00% | +23+24.7% | Added |
| Steward Financial Group LLC | 126 | $19.0K | 0.02% | −6−4.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 119 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 121 | $19.0K | 0.01% | +121 | New |
| Dividend Assets Capital, LLC | 130 | $20.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 127 | $22.0K | 0.01% | +127 | New |
| Zullo Investment Group, Inc. | 149 | $23.0K | 0.01% | +4+2.8% | Added |
| Sargent Bickham Lagudis LLC | 143 | $23.0K | 0.00% | +22+18.2% | Added |
| Pinnacle Bancorp, Inc. | 155 | $24.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 165 | $26.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 163 | $26.0K | 0.01% | +163 | New |
| Atlas Capital Advisors LLC | 168 | $26.5K | 0.00% | −3−1.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 174 | $27.0K | 0.01% | −10−5.4% | Reduced |
| GeoWealth Management, LLC | 172 | $27.0K | 0.00% | +16+10.3% | Added |