| Sterling Investment Advisors, Ltd. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1 | $0 | 0.00% | +1 | New |
| J.Safra Asset Management Corp | 84 | $0 | 0.00% | +84 | New |
| Carmichael Hill & Associates, Inc. | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $961 | 0.00% | – | – |
| Macroview Investment Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Spectrum Management Group, LLC | 5 | $2.00K | 0.00% | −7,377−99.9% | Reduced |
| Gradient Investments LLC | 5 | $2.00K | 0.00% | −8−61.5% | Reduced |
| Northern Oak Wealth Management Inc | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 5 | $2.00K | 0.00% | +3+150.0% | Added |
| Global Financial Private Client, LLC | 6 | $2.90K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 7 | $3.00K | 0.00% | −157−95.7% | Reduced |
| Curi Capital | 8 | $3.00K | 0.00% | −3−27.3% | Reduced |
| Lenox Wealth Advisors, LLC | 7 | $3.00K | 0.00% | −3−30.0% | Reduced |
| Schubert & Co | 6 | $3.00K | 0.00% | −4−40.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 7 | $3.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Private Ocean, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 9 | $4.33K | 0.00% | −428−97.9% | Reduced |
| Kelly Financial Services LLC | 10 | $4.81K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 11 | $5.00K | 0.00% | +2+22.2% | Added |
| GW&K Investment Management, LLC | 11 | $5.00K | 0.00% | +11 | New |
| MCF Advisors LLC | 10 | $5.00K | 0.00% | +10 | New |
| Raleigh Capital Management Inc. | 11 | $5.00K | 0.00% | +11 | New |
| Newbridge Financial Services Group, Inc. | 12 | $6.00K | 0.00% | −680−98.3% | Reduced |
| Econ Financial Services Corp | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 12 | $6.00K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 12 | $6.00K | 0.00% | +12 | New |
| Disciplined Investments, LLC | 13 | $6.00K | 0.00% | +13 | New |
| USA Financial Portformulas Corp | 14 | $7.00K | 0.01% | −4,720−99.7% | Reduced |
| TSFG, LLC | 15 | $7.00K | 0.00% | −18−54.5% | Reduced |
| Ahrens Investment Partners LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 15 | $7.00K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 16 | $8.00K | 0.00% | −359−95.7% | Reduced |
| Sierra Capital LLC | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 16 | $8.00K | 0.00% | +16 | New |
| Atlas Capital Advisors LLC | 18 | $8.65K | 0.00% | −17−48.6% | Reduced |
| Strengthening Families & Communities, LLC | 19 | $9.00K | 0.01% | +19 | New |
| Tyler-Stone Wealth Management | 20 | $10.0K | 0.01% | −3−13.0% | Reduced |
| McIlrath & Eck, LLC | 20 | $10.0K | 0.00% | −1−4.8% | Reduced |
| Optimum Investment Advisors | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 20 | $10.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 21 | $10.0K | 0.01% | +21 | New |
| Globeflex Capital L P | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 22 | $11.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 27 | $13.0K | 0.01% | −26−49.1% | Reduced |
| BDO Wealth Advisors, LLC | 27 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $13.5K | 0.01% | +2+7.7% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 30 | $14.0K | 0.01% | −90−75.0% | Reduced |
| Level Financial Advisors, Inc. | 29 | $14.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 32 | $15.0K | 0.00% | −7−17.9% | Reduced |
| Front Row Advisors LLC | 32 | $15.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 31 | $15.0K | 0.00% | +18+138.5% | Added |
| Bourgeon Capital Management LLC | 34 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 34 | $16.0K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 35 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 35 | $17.0K | 0.01% | +9+34.6% | Added |
| Beaird Harris Wealth Management, LLC | 35 | $17.0K | 0.01% | +35 | New |
| Bogart Wealth, LLC | 38 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 39 | $19.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 42 | $20.0K | 0.01% | −20−32.3% | Reduced |
| Baystate Wealth Management LLC | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 41 | $20.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 42 | $20.0K | 0.00% | +5+13.5% | Added |
| Tradition Wealth Management, LLC | 42 | $20.0K | 0.00% | +12+40.0% | Added |
| Rational Advisors LLC | 42 | $20.0K | 0.00% | +42 | New |
| Mascoma Wealth Management LLC | 46 | $22.0K | 0.01% | +6+15.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 46 | $22.0K | 0.00% | +9+24.3% | Added |
| DeDora Capital, Inc. | 46 | $22.0K | 0.01% | +46 | New |
| Lloyd Advisory Services, LLC. | 46 | $22.0K | 0.01% | +46 | New |
| Baillie Gifford & Co | 47 | $23.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 48 | $23.0K | 0.01% | +34+242.9% | Added |
| San Luis Wealth Advisors LLC | 40 | $26.0K | 0.01% | +40 | New |
| BIT Capital GmbH | 56 | $26.9K | 0.00% | +20+55.6% | Added |
| Stephenson National Bank & Trust | 61 | $29.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 60 | $29.0K | 0.02% | +60 | New |
