| Simon Quick Advisors, LLC | 6 | $0 | 0.00% | −468−98.7% | Reduced |
| WestEnd Advisors, LLC | – | $151 | 0.00% | – | – |
| Sandy Spring Bank | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Coastal Capital Group, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| MCF Advisors LLC | 8 | $1.00K | 0.00% | +8 | New |
| Howe & Rusling Inc | 15 | $2.00K | 0.00% | −62−80.5% | Reduced |
| Sonora Investment Management, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 16 | $2.00K | 0.00% | +16 | New |
| Koshinski Asset Management, Inc. | 15 | $2.27K | 0.00% | +15 | New |
| Global Wealth Management Investment Advisory, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 18 | $3.00K | 0.00% | +1+5.9% | Added |
| Alaethes Wealth LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $4.09K | 0.00% | +5+22.7% | Added |
| West Branch Capital LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 39 | $5.00K | 0.00% | +39 | New |
| PSI Advisors, LLC | 35 | $5.00K | 0.00% | +35 | New |
| Bell Investment Advisors, Inc | 32 | $5.00K | 0.00% | +32 | New |
| Thompson Siegel & Walmsley LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 41 | $6.00K | 0.00% | +18+78.3% | Added |
| Ellis Investment Partners, LLC | 44 | $6.00K | 0.00% | +44 | New |
| Pacitti Group Inc. | 39 | $6.00K | 0.00% | +39 | New |
| HighMark Wealth Management LLC | 39 | $6.00K | 0.00% | +39 | New |
| Sutton Wealth Advisors Inc. | 42 | $6.36K | 0.00% | +1+2.4% | Added |
| Massmutual Trust Co FSB | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 55 | $8.00K | 0.00% | +3+5.8% | Added |
| Prestige Wealth Management Group LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 51 | $8.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 50 | $8.00K | 0.00% | +50 | New |
| Eagle Bay Advisors LLC | 52 | $8.00K | 0.00% | +52 | New |
| Atlas Capital Advisors LLC | 57 | $8.63K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 59 | $9.00K | 0.00% | +35+145.8% | Added |
| Rock Creek Group, LP | 59 | $9.00K | 0.00% | +59 | New |
| Gemmer Asset Management LLC | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 75 | $11.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 82 | $12.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 77 | $12.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 78 | $12.0K | 0.00% | +61+358.8% | Added |
| Vigilant Capital Management, LLC | 81 | $12.0K | 0.00% | +81 | New |
| Tarbox Family Office, Inc. | 86 | $13.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 86 | $13.0K | 0.00% | +86 | New |
| Financial Perspectives, Inc | 88 | $13.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Motco | 100 | $15.0K | 0.00% | +100 | New |
| FinTrust Capital Advisors, LLC | 103 | $16.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 106 | $16.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 108 | $16.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 113 | $17.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 110 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 116 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 117 | $18.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 127 | $19.0K | 0.00% | +88+225.6% | Added |
| Smithfield Trust Co | 135 | $21.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 145 | $22.0K | 0.00% | +1+0.7% | Added |
| West Paces Advisors Inc. | 176 | $26.7K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 180 | $27.0K | 0.01% | −65−26.5% | Reduced |
| Harvest Fund Management Co., Ltd | 188 | $28.0K | 0.01% | −244−56.5% | Reduced |
| Brown Brothers Harriman & Co | 186 | $28.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 188 | $28.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 200 | $29.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 189 | $29.0K | 0.01% | +25+15.2% | Added |
| Cahill Financial Advisors Inc | 200 | $30.0K | 0.01% | +200 | New |
| Centiva Capital, LP | 200 | $30.0K | 0.00% | +200 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 205 | $31.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 204 | $31.0K | 0.01% | +204 | New |
| Sound Income Strategies, LLC | 211 | $32.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 210 | $32.0K | 0.00% | +210 | New |
| Kistler-Tiffany Companies, LLC | 220 | $33.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 217 | $33.0K | 0.02% | +17+8.5% | Added |
| MUFG Americas Holdings Corp | 234 | $35.0K | 0.00% | −122−34.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 234 | $35.0K | 0.01% | −1−0.4% | Reduced |
| Glassman Wealth Services | 234 | $35.0K | 0.01% | +161+220.5% | Added |
| Hexagon Capital Partners LLC | 241 | $37.0K | 0.01% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 250 | $38.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 250 | $38.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 254 | $38.0K | 0.01% | +254 | New |
| Bogart Wealth, LLC | 264 | $40.0K | 0.00% | −35−11.7% | Reduced |
| Sage Private Wealth Group, LLC | 285 | $43.0K | 0.06% | +285 | New |
| Exane Derivatives | 290 | $43.9K | 0.01% | +290 | New |
| Caas Capital Management LP | 300 | $45.0K | 0.00% | −16,352−98.2% | Reduced |
| Lee Financial Co | 300 | $45.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 300 | $45.0K | 0.02% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 317 | $48.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 341 | $52.0K | 0.02% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 350 | $53.0K | 0.01% | 00.0% | Unchanged |