| Country Trust Bank | 5 | $0 | 0.00% | −25−83.3% | Reduced |
| Lenox Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Curi Capital | 3 | $0 | 0.00% | +3 | New |
| Masso Torrence Wealth Management Inc. | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 2 | $152 | 0.00% | – | – |
| Atlas Capital Advisors LLC | 9 | $686 | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 9 | $687 | 0.00% | +9 | New |
| Absolute Capital Management, LLC | 9 | $687 | 0.00% | +9 | New |
| Financial Management Professionals, Inc. | 19 | $1.00K | 0.00% | +2+11.8% | Added |
| Pacific Center for Financial Services | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 10 | $1.00K | 0.00% | +7+233.3% | Added |
| Sierra Capital LLC | 15 | $1.00K | 0.00% | +15 | New |
| Standard Family Office LLC | 18 | $1.00K | 0.01% | +18 | New |
| Concord Wealth Partners | 11 | $1.00K | 0.00% | +11 | New |
| Schubert & Co | 19 | $1.00K | 0.00% | +19 | New |
| Cassady Schiller Wealth Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Financial Connections Group, Inc. | 26 | $1.00K | 0.00% | +26 | New |
| Western Pacific Wealth Management, LP | 20 | $1.00K | 0.00% | +20 | New |
| Concorde Financial Corp | 10 | $1.00K | 0.00% | +10 | New |
| Baystate Wealth Management LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 31 | $2.00K | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 29 | $2.21K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 45 | $3.00K | 0.00% | +45 | New |
| RGT Wealth Advisors, LLC | 38 | $3.00K | 0.00% | +38 | New |
| Glen Eagle Advisors, LLC | 42 | $3.20K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $4.00K | 0.00% | −5−9.1% | Reduced |
| Maryland Capital Advisors Inc. | 50 | $4.00K | 0.00% | +50 | New |
| Snowden Capital Advisors LLC | 56 | $4.00K | 0.00% | +56 | New |
| Beaird Harris Wealth Management, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Strengthening Families & Communities, LLC | 52 | $4.00K | 0.00% | +52 | New |
| Reilly Financial Advisors, LLC | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 60 | $5.00K | 0.00% | +60 | New |
| Kayne Anderson Rudnick Investment Management LLC | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 73 | $6.00K | 0.00% | +32+78.0% | Added |
| Horan Securities, Inc. | 82 | $6.00K | 0.00% | +82 | New |
| Archer Investment Corp | 87 | $6.64K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 88 | $6.71K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 97 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 93 | $7.00K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 94 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 94 | $7.00K | 0.00% | +94 | New |
| PFS Partners, LLC | 92 | $7.02K | 0.01% | +92 | New |
| Marquette Asset Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 100 | $8.00K | 0.01% | +100 | New |
| Tarbox Family Office, Inc. | 115 | $9.00K | 0.00% | −1−0.9% | Reduced |
| Arlington Partners LLC | 118 | $9.00K | 0.00% | +118 | New |
| Richwood Investment Advisors, LLC | 112 | $9.00K | 0.01% | +112 | New |
| Versant Capital Management, Inc | 133 | $10.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 125 | $10.0K | 0.01% | +125 | New |
| Earnest Partners LLC | 148 | $11.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 149 | $11.0K | 0.00% | +23+18.3% | Added |
| Ahrens Investment Partners LLC | 150 | $11.0K | 0.00% | +150 | New |
| First National Bank of South Miami | 139 | $11.0K | 0.01% | +139 | New |
| Ahl Investment Management, Inc. | 150 | $11.0K | 0.01% | +150 | New |
| Caldwell Trust Co | 150 | $11.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 160 | $12.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 156 | $12.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 151 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 178 | $14.0K | 0.00% | −92−34.1% | Reduced |
| SOA Wealth Advisors, LLC. | 195 | $14.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 189 | $14.0K | 0.00% | +50+36.0% | Added |
| Intelligent Financial Strategies | 188 | $14.0K | 0.01% | +188 | New |
| Cutler Group LP | 206 | $15.0K | 0.00% | −4,285−95.4% | Reduced |
| Creative Financial Designs Inc | 199 | $15.0K | 0.00% | −22−10.0% | Reduced |
| Salem Investment Counselors Inc | 192 | $15.0K | 0.00% | 00.0% | Unchanged |
| Motco | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 206 | $16.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 212 | $16.0K | 0.00% | +10+5.0% | Added |
| Proequities, Inc. | 205 | $16.0K | 0.00% | +29+16.5% | Added |
| Howe & Rusling Inc | 205 | $16.0K | 0.00% | +32+18.5% | Added |
| Asset Dedication, LLC | 230 | $17.0K | 0.00% | −10−4.2% | Reduced |
| Bell Investment Advisors, Inc | 228 | $17.0K | 0.00% | +135+145.2% | Added |
| Anchor Investment Management, LLC | 249 | $19.0K | 0.00% | +61+32.4% | Added |
| Antonetti Capital Management LLC | 250 | $19.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 263 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 257 | $20.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 273 | $20.0K | 0.01% | +273 | New |
| TCTC Holdings, LLC | 280 | $21.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 263 | $21.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 277 | $21.0K | 0.00% | +246+793.5% | Added |
| Northwest Investment Counselors, LLC | 276 | $21.0K | 0.01% | +276 | New |
| Lazard Asset Management LLC | 300 | $22.0K | 0.00% | −24,335−98.8% | Reduced |