| JJJ Advisors Inc. | 2 | $0 | 0.00% | −49−96.1% | Reduced |
| Providence Capital Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 83,096 | $0 | 0.00% | +83,096 | New |
| WestEnd Advisors, LLC | – | $366 | 0.00% | – | – |
| Country Trust Bank | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Investors Research Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Global Wealth Management Investment Advisory, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 3 | $1.08K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $1.46K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $3.00K | 0.00% | +2+40.0% | Added |
| Asset Dedication, LLC | 8 | $3.00K | 0.00% | +8 | New |
| Clean Yield Group | 7 | $3.00K | 0.00% | +7 | New |
| Stephens Consulting, LLC | 9 | $3.29K | 0.00% | −6−40.0% | Reduced |
| WR Wealth Planners, LLC | 10 | $3.66K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $4.00K | 0.00% | +1+10.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $4.00K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 10 | $4.00K | 0.00% | +10 | New |
| Disciplined Investments, LLC | 12 | $4.00K | 0.00% | +12 | New |
| Financial Perspectives, Inc | 13 | $4.94K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 14 | $5.00K | 0.00% | −9,133−99.8% | Reduced |
| Lee Financial Co | 13 | $5.00K | 0.00% | −220−94.4% | Reduced |
| Aua Capital Management, LLC | 13 | $5.00K | 0.00% | −1−7.1% | Reduced |
| Bedel Financial Consulting, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 20 | $7.00K | 0.00% | +20 | New |
| Cordant, Inc. | 20 | $7.00K | 0.00% | +20 | New |
| Quent Capital, LLC | 19 | $7.00K | 0.00% | +19 | New |
| South State Corp. | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 22 | $8.00K | 0.00% | +2+10.0% | Added |
| Front Row Advisors LLC | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 21 | $8.00K | 0.00% | +1+5.0% | Added |
| Raffa Wealth Management, LLC | 24 | $8.79K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 26 | $10.0K | 0.00% | −27−50.9% | Reduced |
| MUFG Americas Holdings Corp | 27 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 30 | $11.0K | 0.01% | −25−45.5% | Reduced |
| Webster Bank, N. A. | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 35 | $12.0K | 0.01% | +35 | New |
| CNB Bank | 36 | $13.0K | 0.01% | −41−53.2% | Reduced |
| Cedar Wealth Management, LLC | 39 | $14.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 38 | $14.0K | 0.00% | +38 | New |
| Trustcore Financial Services, LLC | 40 | $15.0K | 0.00% | +40 | New |
| Sutton Wealth Advisors Inc. | 41 | $15.0K | 0.01% | +15+57.7% | Added |
| Estabrook Capital Management | 44 | $16.1K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 50 | $18.0K | 0.00% | −1−2.0% | Reduced |
| Washington Trust Advisors, Inc. | 50 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 50 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 48 | $18.0K | 0.01% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 50 | $18.0K | 0.00% | +50 | New |
| Capital Analysts, LLC | 51 | $19.0K | 0.00% | −15−22.7% | Reduced |
| TCWP LLC | 52 | $19.0K | 0.00% | +52 | New |
| Delos Wealth Advisors, LLC | 54 | $20.0K | 0.02% | −35−39.3% | Reduced |
| Gradient Investments LLC | 56 | $20.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 54 | $20.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 58 | $21.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 58 | $21.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 62 | $22.0K | 0.00% | −2−3.1% | Reduced |
| Gables Capital Management Inc. | 61 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 64 | $23.0K | 0.00% | +64 | New |
| Bartlett & Co. Wealth Management LLC | 64 | $23.4K | 0.00% | +64 | New |
| Jackson, Grant Investment Advisers, Inc. | 66 | $24.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 67 | $25.0K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 70 | $26.0K | 0.01% | +70 | New |
| Dark Forest Capital Management LP | 81 | $29.0K | 0.01% | −20−19.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 80 | $29.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 83 | $30.0K | 0.02% | −110−57.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 83 | $30.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 81 | $30.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 96 | $35.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 95 | $35.0K | 0.00% | +7+8.0% | Added |
| AdvisorNet Financial, Inc | 96 | $35.0K | 0.00% | +22+29.7% | Added |
| HM Payson & Co | 99 | $36.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 100 | $37.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $37.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 113 | $41.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 112 | $41.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 118 | $43.0K | 0.02% | +118 | New |
| Piscataqua Savings Bank | 123 | $45.0K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 127 | $46.0K | 0.03% | 00.0% | Unchanged |