| USA Financial Portformulas Corp | 5 | $0 | 0.00% | −853−99.4% | Reduced |
| Lenox Wealth Advisors, LLC | 2 | $0 | 0.00% | −58−96.7% | Reduced |
| Robbins Farley LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 5 | $0 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $81 | 0.00% | – | – |
| Exane Derivatives | 6 | $492 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 14 | $1.00K | 0.00% | −587−97.7% | Reduced |
| South State Corp. | 14 | $1.00K | 0.00% | −50−78.1% | Reduced |
| MV Capital Management, Inc. | 16 | $1.00K | 0.00% | −30−65.2% | Reduced |
| Ahrens Investment Partners LLC | 7 | $1.00K | 0.00% | −39−84.8% | Reduced |
| Hudock, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 14 | $1.00K | 0.00% | +3+27.3% | Added |
| Delos Wealth Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Zions Bancorporation, N.A. | 13 | $1.00K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 18 | $1.48K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 19 | $1.56K | 0.00% | −34−64.2% | Reduced |
| Core Alternative Capital | 20 | $2.00K | 0.00% | −64−76.2% | Reduced |
| Carolina Wealth Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 30 | $2.00K | 0.00% | +6+25.0% | Added |
| Loomis Sayles & Co L P | 29 | $2.00K | 0.00% | +29 | New |
| MCF Advisors LLC | 27 | $2.00K | 0.00% | +27 | New |
| Cribstone Capital Management, LLC | 24 | $2.00K | 0.00% | +24 | New |
| CVA Family Office, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 39 | $3.00K | 0.00% | −55−58.5% | Reduced |
| Evoke Wealth, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 45 | $3.69K | 0.00% | +10+28.6% | Added |
| Tarbox Family Office, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 58 | $4.00K | 0.00% | +58 | New |
| Tucker Asset Management LLC | 56 | $4.59K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 64 | $5.00K | 0.00% | +64 | New |
| Atlas Capital Advisors LLC | 73 | $5.98K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 68 | $6.00K | 0.00% | −4,851−98.6% | Reduced |
| Clean Yield Group | 74 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 72 | $6.00K | 0.00% | −4−5.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 73 | $6.00K | 0.00% | +73 | New |
| Win Advisors, Inc | 76 | $6.00K | 0.00% | +76 | New |
| Bellwether Advisors, LLC | 90 | $7.00K | 0.00% | −330−78.6% | Reduced |
| Cambridge Trust Co | 81 | $7.00K | 0.00% | −3−3.6% | Reduced |
| Cordant, Inc. | 90 | $7.00K | 0.00% | +90 | New |
| Old Second National Bank of Aurora | 93 | $8.00K | 0.00% | −93−50.0% | Reduced |
| Brown Brothers Harriman & Co | 102 | $8.00K | 0.00% | −6−5.6% | Reduced |
| Tortoise Investment Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 93 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 97 | $8.00K | 0.00% | +23+31.1% | Added |
| Bellevue Asset Management, LLC | 113 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 105 | $9.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 120 | $10.0K | 0.00% | −138−53.5% | Reduced |
| Hartford Financial Management Inc. | 124 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 125 | $10.0K | 0.00% | +84+204.9% | Added |
| Geneos Wealth Management Inc. | 139 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 130 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 134 | $11.0K | 0.00% | +134 | New |
| Asset Dedication, LLC | 147 | $12.0K | 0.00% | −18−10.9% | Reduced |
| Financial Management Professionals, Inc. | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 145 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 150 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 147 | $12.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 140 | $12.0K | 0.00% | +30+27.3% | Added |
| United Community Bank | 150 | $12.3K | 0.01% | +150 | New |
| Bedel Financial Consulting, Inc. | 160 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 175 | $14.0K | 0.01% | +175 | New |
| Optiver Holding B.V. | 184 | $15.0K | 0.00% | −17−8.5% | Reduced |
| Rosenberg Matthew Hamilton | 319 | $16.0K | 0.01% | −1−0.3% | Reduced |
| Salem Investment Counselors Inc | 195 | $16.0K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 198 | $16.0K | 0.00% | +18+10.0% | Added |
| JJJ Advisors Inc. | 192 | $16.0K | 0.00% | +75+64.1% | Added |
| TSFG, LLC | 223 | $18.0K | 0.01% | +2+0.9% | Added |
| Whittier Trust Co | 219 | $18.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 219 | $18.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 323 | $19.0K | 0.00% | +278+617.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 244 | $19.0K | 0.00% | +244 | New |
| Private Capital Group, LLC | 248 | $20.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 253 | $21.0K | 0.01% | +253 | New |
| Archer Investment Corp | 262 | $21.9K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 276 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 276 | $23.0K | 0.01% | +123+80.4% | Added |