| Bellwether Advisors, LLC | 16 | $0 | 0.00% | −12,786−99.9% | Reduced |
| TSFG, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $177 | 0.00% | – | – |
| Westside Investment Management, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.00K | 0.00% | −24−70.6% | Reduced |
| Johnson Midwest Financial, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 14 | $1.00K | 0.00% | +14 | New |
| Retirement Group, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Your Advocates Ltd., LLP | 19 | $1.00K | 0.00% | +19 | New |
| CFS Investment Advisory Services, LLC | 56,114 | $1.00K | 0.00% | +56,114 | New |
| GPS Wealth Strategies Group, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 36 | $2.00K | 0.00% | +36 | New |
| Ancora Advisors, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Global Wealth Management Investment Advisory, Inc. | 30 | $2.00K | 0.00% | +30 | New |
| Hanson & Doremus Investment Management | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 58 | $3.00K | 0.00% | +1+1.8% | Added |
| Kistler-Tiffany Companies, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Heritage Wealth Management, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Estabrook Capital Management | 59 | $3.49K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 63 | $4.00K | 0.01% | −293−82.3% | Reduced |
| Hantz Financial Services, Inc. | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 69 | $4.00K | 0.00% | +8+13.1% | Added |
| San Luis Wealth Advisors LLC | 94 | $4.00K | 0.00% | +94 | New |
| Highlander Capital Management, LLC | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 91 | $5.00K | 0.00% | +91 | New |
| Carolina Wealth Advisors, LLC | 80 | $5.00K | 0.00% | +80 | New |
| Tyler-Stone Wealth Management | 83 | $5.00K | 0.00% | +83 | New |
| Beacon Capital Management, LLC | 80 | $5.00K | 0.00% | +80 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $5.91K | 0.00% | +100 | New |
| Altshuler Shaham Ltd | 95 | $6.00K | 0.00% | −69−42.1% | Reduced |
| Corbenic Partners LLC | 109 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 104 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 103 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 100 | $6.00K | 0.01% | +42+72.4% | Added |
| Bartlett & Co. LLC | 100 | $6.00K | 0.00% | +100 | New |
| Oliver Lagore Vanvalin Investment Group | 102 | $6.00K | 0.00% | +102 | New |
| Kelly Financial Services LLC | 102 | $6.01K | 0.00% | +102 | New |
| Focused Wealth Management, Inc | 118 | $7.00K | 0.00% | +2+1.7% | Added |
| Schubert & Co | 115 | $7.00K | 0.01% | +24+26.4% | Added |
| Institutional & Family Asset Management, LLC | 135 | $8.00K | 0.00% | +1+0.7% | Added |
| America First Investment Advisors, LLC | 151 | $9.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 151 | $9.00K | 0.00% | −9−5.6% | Reduced |
| Core Alternative Capital | 146 | $9.00K | 0.00% | +104+247.6% | Added |
| Capital Advisors, Ltd. LLC | 152 | $9.00K | 0.00% | +136+850.0% | Added |
| Pinnacle Bancorp, Inc. | 147 | $9.00K | 0.00% | +147 | New |
| Independence Bank of Kentucky | 145 | $9.00K | 0.00% | +145 | New |
| Vectors Research Management, LLC | 150 | $9.00K | 0.00% | +150 | New |
| Albion Financial Group | 171 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 171 | $10.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 174 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 169 | $10.0K | 0.01% | −18−9.6% | Reduced |
| American National Bank | 178 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 180 | $11.0K | 0.00% | +80+80.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 188 | $11.0K | 0.01% | +188 | New |
| Pacific Center for Financial Services | 192 | $11.0K | 0.00% | +192 | New |
| Cordant, Inc. | 186 | $11.0K | 0.01% | +186 | New |
| Herold Advisors, Inc. | 200 | $11.8K | 0.00% | +200 | New |
| Spectrum Management Group, LLC | 206 | $12.0K | 0.00% | +206 | New |
| PrairieView Partners, LLC | 200 | $12.0K | 0.00% | +200 | New |
| Fortitude Advisory Group L.L.C. | 197 | $12.0K | 0.01% | +197 | New |
| Tucker Asset Management LLC | 219 | $12.9K | 0.00% | +26+13.5% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 214 | $13.0K | 0.00% | +5+2.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 228 | $13.0K | 0.00% | +165+261.9% | Added |
| IndexIQ Advisors LLC | 215 | $13.0K | 0.00% | +215 | New |
| Financial Management Professionals, Inc. | 242 | $14.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 229 | $14.0K | 0.01% | +115+100.9% | Added |
| Charter Oak Capital Management, LLC | 240 | $14.0K | 0.00% | +125+108.7% | Added |
| Salem Investment Counselors Inc | 251 | $15.0K | 0.00% | −13,530−98.2% | Reduced |
| Lowe Wealth Advisors, LLC | 250 | $15.0K | 0.01% | +200+400.0% | Added |
| Castleview Partners, LLC | 269 | $15.0K | 0.01% | +269 | New |
| Howe & Rusling Inc | 266 | $16.0K | 0.00% | +7+2.7% | Added |
| SRS Capital Advisors, Inc. | 273 | $16.0K | 0.00% | +245+875.0% | Added |
| MV Capital Management, Inc. | 287 | $17.0K | 0.00% | +19+7.1% | Added |
| KB Financial Partners, LLC | 310 | $18.0K | 0.00% | +299+2,718.2% | Added |
| Icapital Wealth LLC | 300 | $18.1K | 0.01% | +300 | New |
| Arlington Partners LLC | 339 | $20.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 378 | $22.0K | 0.00% | −549−59.2% | Reduced |
| Valley National Advisers Inc | 380 | $22.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 368 | $22.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 373 | $22.0K | 0.00% | +223+148.7% | Added |
| Adirondack Trust Co | 375 | $22.0K | 0.01% | +375 | New |
| Winch Advisory Services, LLC | 399 | $24.0K | 0.01% | +6+1.5% | Added |
| Advanced Research Investment Solutions, LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 441 | $26.0K | 0.00% | +441 | New |
| Canada Pension Plan Investment Board | 438 | $26.0K | 0.00% | +438 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 460 | $27.0K | 0.02% | −1,390−75.1% | Reduced |
| Lee Financial Co | 443 | $27.0K | 0.00% | −74−14.3% | Reduced |
| TCI Wealth Advisors, Inc. | 456 | $27.0K | 0.00% | −25−5.2% | Reduced |