| USA Financial Portformulas Corp | 9 | $0 | 0.00% | −29,741−100.0% | Reduced |
| Dark Forest Capital Management LP | 4 | $0 | 0.00% | −102−96.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 18 | $0 | 0.00% | +1+5.9% | Added |
| Emfo, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 4 | $0 | 0.00% | +4 | New |
| Cassady Schiller Wealth Management, LLC | 10 | $0 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 19 | $790 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 33 | $1.00K | 0.00% | +33 | New |
| Surevest, LLC | 20 | $1.00K | 0.00% | +20 | New |
| CenterStar Asset Management, LLC | – | $1.00K | 0.00% | – | New |
| Aquire Wealth Advisors, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Schubert & Co | 30 | $1.00K | 0.00% | +30 | New |
| Amplius Wealth Advisors, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Resolute Partners Group | 51 | $2.00K | 0.00% | −186−78.5% | Reduced |
| Adirondack Trust Co | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 45 | $2.00K | 0.00% | −5−10.0% | Reduced |
| IAG Wealth Partners, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 37 | $2.00K | 0.00% | −3−7.5% | Reduced |
| Bell Investment Advisors, Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Foresight Capital Management Advisors, Inc. | 57 | $2.00K | 0.00% | +57 | New |
| EverSource Wealth Advisors, LLC | 39 | $2.00K | 0.00% | +39 | New |
| Sierra Capital LLC | 52 | $2.00K | 0.00% | +52 | New |
| TD Waterhouse Canada Inc. | 67 | $2.75K | 0.00% | +67 | New |
| Tompkins Financial Corp | 65 | $3.00K | 0.00% | −151−69.9% | Reduced |
| NEXT Financial Group, Inc | 68 | $3.00K | 0.00% | −173−71.8% | Reduced |
| Financial Management Professionals, Inc. | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 71 | $3.00K | 0.00% | +1+1.4% | Added |
| Country Trust Bank | 81 | $3.00K | 0.00% | +81 | New |
| Signet Financial Management, LLC | 80 | $3.00K | 0.00% | +80 | New |
| Dividend Assets Capital, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Arlington Partners LLC | 97 | $4.00K | 0.00% | +97 | New |
| Sterling Investment Advisors, Ltd. | 100 | $4.00K | 0.00% | +100 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 106 | $4.00K | 0.00% | +106 | New |
| Beaird Harris Wealth Management, LLC | 87 | $4.00K | 0.00% | +87 | New |
| WFA Asset Management Corp | 115 | $4.79K | 0.00% | +115 | New |
| Sandy Spring Bank | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 128 | $5.00K | 0.00% | +128 | New |
| Sutton Wealth Advisors Inc. | 132 | $5.49K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 150 | $6.00K | 0.00% | −900−85.7% | Reduced |
| Winch Advisory Services, LLC | 134 | $6.00K | 0.00% | +1+0.8% | Added |
| Gemmer Asset Management LLC | 149 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 177 | $7.00K | 0.00% | −75−29.8% | Reduced |
| Asset Dedication, LLC | 157 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 183 | $8.00K | 0.00% | +11+6.4% | Added |
| Addison Advisors LLC | 219 | $9.00K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 217 | $9.00K | 0.00% | +17+8.5% | Added |
| Glassman Wealth Services | 216 | $9.00K | 0.00% | +34+18.7% | Added |
| Eukles Asset Management | 220 | $9.00K | 0.00% | +220 | New |
| Shore Point Advisors, LLC | 217 | $9.00K | 0.01% | +217 | New |
| Tortoise Investment Management, LLC | 249 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 250 | $10.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 270 | $11.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 270 | $11.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 274 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 255 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 306 | $12.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 285 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 287 | $12.0K | 0.00% | +200+229.9% | Added |
| Kelly Financial Services LLC | 300 | $12.5K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 308 | $13.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 340 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 331 | $14.0K | 0.01% | +331 | New |
| FourThought Financial, LLC | 356 | $15.0K | 0.00% | +2+0.6% | Added |
| McIlrath & Eck, LLC | 380 | $16.0K | 0.00% | +66+21.0% | Added |
| Earnest Partners LLC | 392 | $16.0K | 0.00% | +392 | New |
| Eagle Bay Advisors LLC | 385 | $17.0K | 0.01% | −892−69.9% | Reduced |
| Aquatic Capital Management LLC | 400 | $17.0K | 0.03% | +400 | New |
| Glen Eagle Advisors, LLC | 425 | $17.7K | 0.00% | +255+150.0% | Added |
| Coastal Capital Group, Inc. | 436 | $18.0K | 0.00% | +3+0.7% | Added |
| Charter Oak Capital Management, LLC | 426 | $18.0K | 0.00% | +4+0.9% | Added |
| TSFG, LLC | 440 | $18.0K | 0.01% | +440 | New |
| James Reed Financial Services, Inc. | 454 | $18.0K | 0.02% | +454 | New |
| Carroll Financial Associates, Inc. | 500 | $20.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 474 | $20.0K | 0.00% | +218+85.2% | Added |
| Northwest Investment Counselors, LLC | 482 | $20.0K | 0.00% | +482 | New |
| GPS Wealth Strategies Group, LLC | 500 | $21.0K | 0.00% | 00.0% | Unchanged |