| Retirement Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 5 | $0 | 0.00% | +5 | New |
| Ancora Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 13 | $1.00K | 0.00% | −13−50.0% | Reduced |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 19 | $1.00K | 0.00% | −1−5.0% | Reduced |
| Clearview Wealth Advisors LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $1.00K | 0.00% | −10−50.0% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 15 | $1.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 19 | $1.33K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 26 | $2.00K | 0.00% | −79−75.2% | Reduced |
| Covington Capital Management | 22 | $2.00K | 0.00% | −78−78.0% | Reduced |
| Field & Main Bank | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $2.00K | 0.00% | +25 | New |
| Cambridge Trust Co | 28 | $2.00K | 0.00% | +28 | New |
| RGT Wealth Advisors, LLC | 31 | $2.00K | 0.00% | +31 | New |
| CoreCap Advisors, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Anchor Investment Management, LLC | 40 | $2.80K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $3.00K | 0.00% | −50−50.0% | Reduced |
| Gemmer Asset Management LLC | 41 | $3.00K | 0.00% | −10−19.6% | Reduced |
| Webster Bank, N. A. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 44 | $3.00K | 0.00% | +44 | New |
| Optimum Investment Advisors | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 50 | $4.00K | 0.00% | +50 | New |
| City State Bank | 57 | $4.00K | 0.00% | +57 | New |
| Institutional & Family Asset Management, LLC | 71 | $5.00K | 0.00% | −51−41.8% | Reduced |
| Adirondack Trust Co | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 75 | $5.00K | 0.00% | +26+53.1% | Added |
| JJJ Advisors Inc. | 70 | $5.00K | 0.00% | +66+1,650.0% | Added |
| Cornerstone Advisory, LLC | 78 | $5.00K | 0.00% | +78 | New |
| Covestor Ltd | 77 | $5.00K | 0.01% | +77 | New |
| JFS Wealth Advisors, LLC | 98 | $7.00K | 0.00% | −88−47.3% | Reduced |
| Cedar Mountain Advisors, LLC | 94 | $7.00K | 0.00% | −65−40.9% | Reduced |
| Arrow Financial Corp | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 114 | $8.00K | 0.00% | +65+132.7% | Added |
| Umb Bank N A | 111 | $8.00K | 0.00% | +111 | New |
| CVA Family Office, LLC | 120 | $8.00K | 0.00% | +120 | New |
| Global Financial Private Client, LLC | 124 | $8.69K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 133 | $9.32K | 0.01% | +133 | New |
| CKW Financial Group | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 140 | $10.0K | 0.00% | −15−9.7% | Reduced |
| Oakworth Capital, Inc. | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 141 | $10.0K | 0.00% | +12+9.3% | Added |
| Snowden Capital Advisors LLC | 150 | $10.0K | 0.00% | +150 | New |
| Key Financial Inc | 160 | $11.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 150 | $11.0K | 0.00% | +8+5.6% | Added |
| Private Capital Group, LLC | 206 | $14.0K | 0.00% | −12−5.5% | Reduced |
| Meeder Asset Management Inc | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $14.0K | 0.01% | +200 | New |
| Tilia Fiduciary Partners, Inc. | 200 | $14.0K | 0.01% | +200 | New |
| Fortitude Advisory Group L.L.C. | 206 | $14.0K | 0.01% | +206 | New |
| FSC Wealth Advisors, LLC | 230 | $16.0K | 0.01% | +230 | New |
| Prestige Wealth Management Group LLC | 243 | $17.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 240 | $17.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 251 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 289 | $20.0K | 0.00% | −24−7.7% | Reduced |
| Foresight Capital Management Advisors, Inc. | 286 | $20.0K | 0.02% | +286 | New |
| STRS Ohio | 300 | $21.0K | 0.00% | −38,800−99.2% | Reduced |
| First Horizon Advisors, Inc. | 295 | $21.0K | 0.00% | −266−47.4% | Reduced |
| Burleson & Company, LLC | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 303 | $21.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 315 | $22.0K | 0.01% | +315 | New |
| Aquire Wealth Advisors, LLC | 325 | $23.0K | 0.01% | +325 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 351 | $24.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 337 | $24.0K | 0.00% | −10−2.9% | Reduced |
| Albion Financial Group | 375 | $26.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 374 | $26.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 390 | $27.0K | 0.01% | +348+828.6% | Added |
| Saban Cheryl | 400 | $28.0K | 4.52% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 437 | $31.0K | 0.00% | −37−7.8% | Reduced |
| Selective Wealth Management, Inc. | 450 | $32.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 464 | $33.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $34.0K | 0.03% | +500 | New |
| Wolverine Asset Management LLC | 500 | $35.0K | 0.00% | −600−54.5% | Reduced |
| Column Capital Advisors, LLC | 500 | $35.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 520 | $36.0K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 520 | $36.0K | 0.00% | +70+15.6% | Added |
| Ahrens Investment Partners LLC | 581 | $41.0K | 0.02% | +581 | New |
| Proequities, Inc. | 600 | $42.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 602 | $42.0K | 0.00% | +98+19.4% | Added |
| First Command Financial Services, Inc. | 650 | $46.0K | 0.01% | +650 | New |
| Sandy Spring Bank | 675 | $47.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 665 | $47.0K | 0.04% | 00.0% | Unchanged |
| First Manhattan Co | 750 | $52.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 741 | $52.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 750 | $53.0K | 0.00% | +150+25.0% | Added |
| Providence Capital Advisors, LLC | 800 | $56.0K | 0.02% | 00.0% | Unchanged |