| Patriot Financial Group Insurance Agency, LLC | 1 | $0 | 0.00% | −10−90.9% | Reduced |
| Bell Investment Advisors, Inc | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Lake Point Wealth Management | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $1.00K | 0.00% | −7−50.0% | Reduced |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 7 | $1.00K | 0.00% | −5−41.7% | Reduced |
| McClarren Financial Advisors, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 12 | $1.00K | 0.00% | +12 | New |
| James Reed Financial Services, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Atlas Capital Advisors LLC | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $1.17K | 0.00% | +10 | New |
| Private Capital Group, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $2.00K | 0.00% | +9+90.0% | Added |
| Chilton Capital Management LLC | 13 | $2.00K | 0.00% | +13 | New |
| C M Bidwell & Associates Ltd | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 29 | $3.00K | 0.00% | +29 | New |
| West Paces Advisors Inc. | 32 | $3.73K | 0.00% | +4+14.3% | Added |
| Rocky Mountain Advisers, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 38 | $4.43K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 42 | $4.90K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 40 | $5.00K | 0.00% | +40 | New |
| American Portfolios Advisors | 50 | $5.83K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 55 | $6.00K | 0.00% | −88−61.5% | Reduced |
| Wagner Wealth Management, LLC | 54 | $6.00K | 0.00% | −50−48.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 62 | $7.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 66 | $8.00K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 74 | $9.00K | 0.00% | −6−7.5% | Reduced |
| Focused Wealth Management, Inc | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 77 | $9.00K | 0.00% | +10+14.9% | Added |
| Reilly Financial Advisors, LLC | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 75 | $9.00K | 0.00% | +75 | New |
| Zions Bancorporation, N.A. | 86 | $10.0K | 0.00% | −3−3.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 92 | $11.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $12.0K | 0.00% | −50−33.3% | Reduced |
| Lenox Wealth Advisors, LLC | 105 | $12.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 101 | $12.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 114 | $13.0K | 0.00% | −66−36.7% | Reduced |
| FinTrust Capital Advisors, LLC | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 110 | $13.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 114 | $13.0K | 0.00% | +6+5.6% | Added |
| Rockbridge Investment Management, LCC | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 124 | $14.0K | 0.01% | +124 | New |
| Covington Capital Management | 130 | $15.0K | 0.00% | −11,222−98.9% | Reduced |
| Sageworth Trust Co | 128 | $15.0K | 0.00% | −429−77.0% | Reduced |
| Geneos Wealth Management Inc. | 132 | $15.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 133 | $15.0K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 130 | $15.0K | 0.01% | +130 | New |
| Wolff Wiese Magana LLC | 136 | $16.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 140 | $16.0K | 0.00% | +140 | New |
| First Manhattan Co | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 158 | $18.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 168 | $19.0K | 0.00% | −20−10.6% | Reduced |
| Concord Wealth Partners | 159 | $19.0K | 0.00% | +159 | New |
| Snowden Capital Advisors LLC | 170 | $19.0K | 0.00% | +170 | New |
| Freedman Financial Associates, Inc. | 176 | $21.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 179 | $21.0K | 0.01% | +179 | New |
| Hantz Financial Services, Inc. | 188 | $22.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 189 | $22.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $23.0K | 0.00% | −2,000−90.9% | Reduced |
| Emfo, LLC | 200 | $23.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $23.0K | 0.00% | +101+102.0% | Added |
| Lindbrook Capital, LLC | 203 | $24.0K | 0.00% | −49−19.4% | Reduced |
| Tortoise Investment Management, LLC | 210 | $24.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 223 | $26.0K | 0.01% | −5−2.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 227 | $26.0K | 0.01% | +227 | New |
| NEXT Financial Group, Inc | 236 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 249 | $29.0K | 0.00% | +89+55.6% | Added |
| Brewin Dolphin Ltd | 285 | $33.0K | 0.00% | −230−44.7% | Reduced |
| Pin Oak Investment Advisors Inc | 294 | $34.0K | 0.03% | 00.0% | Unchanged |
| Arrow Financial Corp | 300 | $35.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $35.0K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 312 | $36.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 318 | $37.0K | 0.00% | −70−18.0% | Reduced |
| Albion Financial Group | 326 | $38.0K | 0.00% | −45−12.1% | Reduced |
| Brown Brothers Harriman & Co | 324 | $38.0K | 0.00% | +40+14.1% | Added |
| Salem Investment Counselors Inc | 350 | $41.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 420 | $49.0K | 0.01% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 418 | $49.0K | 0.00% | +418 | New |
| Sageworth Trust Co of South Dakota | 421 | $49.0K | 0.08% | +421 | New |
| Spire Wealth Management | 428 | $50.0K | 0.00% | +197+85.3% | Added |
| Hoey Investments, Inc | 450 | $52.0K | 0.01% | −650−59.1% | Reduced |
| Ellevest, Inc. | 447 | $52.0K | 0.00% | +447 | New |
| Cullen/Frost Bankers, Inc. | 496 | $58.0K | 0.00% | −200−28.7% | Reduced |
| North Star Investment Management Corp. | 530 | $62.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 541 | $63.0K | 0.02% | −100−15.6% | Reduced |
| Sargent Bickham Lagudis LLC | 586 | $68.0K | 0.01% | −52−8.2% | Reduced |
| Clearstead Advisors, LLC | 600 | $70.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 600 | $70.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 600 | $70.0K | 0.02% | 00.0% | Unchanged |
