| Resources Management Corp | 6 | $0 | 0.00% | −71−92.2% | Reduced |
| John W. Brooker & Co., CPAs | 1 | $0 | 0.00% | −82−98.8% | Reduced |
| Arcadia Investment Management Corp | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Arlington Partners LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 7 | $0 | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 6 | $0 | 0.00% | +6 | New |
| Kelly Financial Services LLC | 1,397 | $25 | 0.00% | +1,372+5,488.0% | Added |
| Raffa Wealth Management, LLC | 4 | $226 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 10 | $1.00K | 0.00% | −100−90.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 9 | $1.00K | 0.00% | −46−83.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14 | $1.00K | 0.00% | +5+55.6% | Added |
| Lenox Wealth Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Enterprise Financial Services Corp | 33 | $2.00K | 0.00% | −43−56.6% | Reduced |
| ClariVest Asset Management LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 37 | $2.00K | 0.00% | −8−17.8% | Reduced |
| FinTrust Capital Advisors, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 39 | $2.00K | 0.00% | +26+200.0% | Added |
| Johnson Financial Group, Inc. | 38 | $2.00K | 0.00% | +38 | New |
| Strategic Blueprint, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Tarbox Family Office, Inc. | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 60 | $3.00K | 0.00% | +60 | New |
| CWM, LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 73 | $4.00K | 0.00% | +1+1.4% | Added |
| TCI Wealth Advisors, Inc. | 74 | $4.00K | 0.00% | +2+2.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 64 | $4.00K | 0.00% | +64 | New |
| American Portfolios Advisors | 71 | $4.00K | 0.00% | +42+144.8% | Added |
| Brewin Dolphin Ltd | 72 | $4.06K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 104 | $5.00K | 0.00% | +1+1.0% | Added |
| Security National Trust Co | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 93 | $5.00K | 0.00% | +93 | New |
| Bartlett & Co. Wealth Management LLC | 102 | $5.75K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 109 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 98 | $6.00K | 0.00% | +1+1.0% | Added |
| Hanseatic Management Services Inc | 121 | $7.00K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 136 | $8.00K | 0.00% | −63−31.7% | Reduced |
| TCTC Holdings, LLC | 149 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 158 | $8.00K | 0.00% | −12−7.1% | Reduced |
| Duncker Streett & Co Inc | 142 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 137 | $8.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 142 | $8.01K | 0.00% | −6,749−97.9% | Reduced |
| Toth Financial Advisory Corp | 155 | $9.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 157 | $9.00K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 172 | $9.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 151 | $9.00K | 0.01% | −10−6.2% | Reduced |
| Liberty Wealth Management LLC | 155 | $9.00K | 0.00% | −29−15.8% | Reduced |
| Bessemer Group Inc | 178 | $10.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 171 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 185 | $10.0K | 0.00% | +185 | New |
| Central Trust Co | 203 | $11.0K | 0.00% | −16−7.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 189 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 205 | $12.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 211 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 212 | $12.0K | 0.00% | +12+6.0% | Added |
| Bogart Wealth, LLC | 210 | $12.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 235 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 245 | $14.0K | 0.00% | 00.0% | Unchanged |