| USA Financial Portformulas Corp | 8 | $0 | 0.00% | −19,938−100.0% | Reduced |
| Manchester Capital Management LLC | 6 | $0 | 0.00% | +6 | New |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | +4 | New |
| Sage Private Wealth Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Private Ocean, LLC | 21 | $1.00K | 0.00% | −129−86.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Cypress Point Wealth Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Exane Derivatives | 23 | $1.29K | 0.00% | −8,410−99.7% | Reduced |
| Kelly Financial Services LLC | 27 | $1.51K | 0.00% | −1,628−98.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 33 | $1.84K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 37 | $2.00K | 0.00% | +37 | New |
| Glen Eagle Advisors, LLC | 44 | $2.46K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 56 | $3.00K | 0.00% | −99−63.9% | Reduced |
| AllSquare Wealth Management LLC | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 55 | $3.00K | 0.00% | +55 | New |
| MCF Advisors LLC | 57 | $3.00K | 0.00% | +57 | New |
| Raffa Wealth Management, LLC | 54 | $3.02K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 78 | $4.00K | 0.00% | −81−50.9% | Reduced |
| Evolution Wealth Advisors, LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 70 | $4.00K | 0.00% | +1+1.4% | Added |
| Cranbrook Wealth Management, LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $5.00K | 0.00% | −17−16.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 83 | $5.00K | 0.00% | +83 | New |
| Concord Wealth Partners | 115 | $6.00K | 0.00% | −288−71.5% | Reduced |
| Evoke Wealth, LLC | 114 | $6.00K | 0.00% | −73−39.0% | Reduced |
| Savior LLC | 100 | $6.00K | 0.01% | −35−25.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 108 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 103 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 114 | $6.38K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 131 | $7.00K | 0.00% | −73−35.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 129 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 117 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 144 | $8.00K | 0.01% | −1−0.7% | Reduced |
| North Star Investment Management Corp. | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 144 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 136 | $8.00K | 0.00% | +1+0.7% | Added |
| Coastal Capital Group, Inc. | 136 | $8.00K | 0.00% | +1+0.7% | Added |
| Cordasco Financial Network | 167 | $9.00K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 156 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 176 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 195 | $10.0K | 0.00% | +159+441.7% | Added |
| Bell Investment Advisors, Inc | 182 | $10.0K | 0.00% | +182 | New |
| Centerpoint Advisors, LLC | 205 | $11.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 203 | $11.0K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 200 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 200 | $11.0K | 0.02% | +200 | New |
| Earnest Partners LLC | 207 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 220 | $12.0K | 0.01% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 232 | $13.0K | 0.00% | +232 | New |
| Financial Perspectives, Inc | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 254 | $14.0K | 0.00% | +20+8.5% | Added |
| Prestige Wealth Management Group LLC | 246 | $14.0K | 0.00% | +11+4.7% | Added |
| Heritage Wealth Management, LLC | 276 | $15.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 275 | $15.0K | 0.00% | +275 | New |
| Jones Financial Companies LLLP | 292 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 279 | $16.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 300 | $17.0K | 0.01% | −1,300−81.3% | Reduced |
| HC Financial Advisors Inc | 300 | $17.0K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $17.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $17.0K | 0.01% | +100+50.0% | Added |
| Avion Wealth | 300 | $17.0K | 0.01% | +100+50.0% | Added |
| Gemmer Asset Management LLC | 327 | $18.0K | 0.00% | −40−10.9% | Reduced |
| Albion Financial Group | 326 | $18.0K | 0.00% | +26+8.7% | Added |
| Rosenberg Matthew Hamilton | 318 | $18.0K | 0.01% | +103+47.9% | Added |
| Oakworth Capital, Inc. | 329 | $18.0K | 0.00% | +197+149.2% | Added |
| Atwood & Palmer Inc | 322 | $18.0K | 0.00% | +250+347.2% | Added |
| Reilly Financial Advisors, LLC | 350 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 352 | $20.0K | 0.01% | +3+0.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 375 | $21.0K | 0.00% | −76−16.9% | Reduced |
| Liberty Wealth Management LLC | 374 | $21.0K | 0.01% | +21+5.9% | Added |
| Loomis Sayles & Co L P | 392 | $22.0K | 0.00% | −336−46.2% | Reduced |
| Herold Advisors, Inc. | 400 | $22.0K | 0.01% | +400 | New |
| Sonora Investment Management, LLC | 412 | $23.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 423 | $24.0K | 0.00% | −750−63.9% | Reduced |
| BerganKDV Wealth Management, LLC | 426 | $24.0K | 0.00% | −100−19.0% | Reduced |
| Westside Investment Management, Inc. | 445 | $24.0K | 0.00% | 00.0% | Unchanged |