| USA Financial Portformulas Corp | 5 | $0 | 0.00% | −51−91.1% | Reduced |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 2 | $0 | 0.00% | +2 | New |
| ACG Wealth | 1 | $0 | 0.00% | +1 | New |
| Exane Derivatives | 4 | $371 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $371 | 0.00% | +4 | New |
| Marquette Asset Management, LLC | 7 | $1.00K | 0.00% | −1,096−99.4% | Reduced |
| Longfellow Investment Management Co LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| Whittier Trust Co of Nevada Inc | 8 | $1.00K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | +15 | New |
| Tfo-TDC, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 10 | $1.00K | 0.00% | +10 | New |
| Venture Visionary Partners LLC | 12 | $1.11K | 0.00% | +12 | New |
| Steward Financial Group LLC | 32 | $2.00K | 0.00% | +1+3.2% | Added |
| TFC Financial Management | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $2.32K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 30 | $3.00K | 0.00% | −27−47.4% | Reduced |
| Mascoma Wealth Management LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $3.00K | 0.00% | +3+12.5% | Added |
| GW&K Investment Management, LLC | 27 | $3.00K | 0.00% | +12+80.0% | Added |
| Creative Financial Designs Inc | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 42 | $4.00K | 0.00% | +8+23.5% | Added |
| Schubert & Co | 43 | $4.00K | 0.00% | +15+53.6% | Added |
| Investors Research Corp | 38 | $4.00K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 50 | $4.63K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $4.63K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 59 | $5.00K | 0.00% | −2,204−97.4% | Reduced |
| Ancora Advisors, LLC | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 55 | $5.00K | 0.00% | −5−8.3% | Reduced |
| Morton Brown Family Wealth, LLC | 53 | $5.00K | 0.00% | +53 | New |
| Sutton Wealth Advisors Inc. | 56 | $5.19K | 0.00% | −19−25.3% | Reduced |
| Laurel Wealth Advisors LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 76 | $7.00K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $7.00K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 91 | $8.00K | 0.00% | −27−22.9% | Reduced |
| SRS Capital Advisors, Inc. | 98 | $9.00K | 0.00% | −60−38.0% | Reduced |
| AllSquare Wealth Management LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 94 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $9.27K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 106 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 103 | $10.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 123 | $11.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 128 | $12.0K | 0.00% | −552−81.2% | Reduced |
| CVA Family Office, LLC | 125 | $12.0K | 0.00% | −70−35.9% | Reduced |
| Norwood Financial Corp | 125 | $12.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 144 | $13.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 138 | $13.0K | 0.00% | +29+26.6% | Added |
| Harbour Investments, Inc. | 143 | $13.0K | 0.00% | +143 | New |
| Evermay Wealth Management LLC | 140 | $13.0K | 0.00% | +140 | New |
| Crewe Advisors LLC | 140 | $13.0K | 0.00% | +140 | New |
| Stephenson National Bank & Trust | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 165 | $15.0K | 0.00% | −357−68.4% | Reduced |
| Bourgeon Capital Management LLC | 167 | $16.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 175 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 172 | $16.0K | 0.00% | +172 | New |
| Baillie Gifford & Co | 179 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 214 | $19.8K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 220 | $20.0K | 0.00% | +220 | New |
| Bell Investment Advisors, Inc | 231 | $21.0K | 0.01% | +231 | New |
| Versant Capital Management, Inc | 240 | $22.0K | 0.01% | −15−5.9% | Reduced |
| Mechanics Financial Corp | 250 | $23.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 244 | $23.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 275 | $25.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 289 | $27.0K | 0.01% | +15+5.5% | Added |
| Evolution Advisers, Inc. | 300 | $28.0K | 0.02% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 324 | $30.0K | 0.00% | +324 | New |
| Harbor Investment Advisory, LLC | 338 | $31.0K | 0.00% | +8+2.4% | Added |
| Northern Oak Wealth Management Inc | 350 | $32.0K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 344 | $34.5K | 0.00% | +344 | New |
| Zions Bancorporation, N.A. | 389 | $36.0K | 0.00% | +131+50.8% | Added |
| Stonebridge Capital Advisors LLC | 400 | $37.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 396 | $37.0K | 0.00% | +250+171.2% | Added |
| Pin Oak Investment Advisors Inc | 400 | $37.0K | 0.05% | +400 | New |
| BerganKDV Wealth Management, LLC | 408 | $38.0K | 0.00% | +4+1.0% | Added |
| Lansing Street Advisors | 435 | $40.0K | 0.03% | +1+0.2% | Added |
| JFS Wealth Advisors, LLC | 438 | $41.0K | 0.00% | −11−2.4% | Reduced |
| AdvisorNet Financial, Inc | 456 | $42.0K | 0.00% | −4−0.9% | Reduced |
| Glassman Wealth Services | 490 | $45.0K | 0.01% | +53+12.1% | Added |
| Smithfield Trust Co | 490 | $45.0K | 0.00% | +200+69.0% | Added |