| Johnson Financial Group, Inc. | 1 | $0 | 0.00% | −419−99.8% | Reduced |
| Pittenger & Anderson Inc | 17 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $0 | 0.00% | +13 | New |
| Tortoise Investment Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 11 | $279 | 0.00% | +11 | New |
| Kelly Financial Services LLC | 16 | $406 | 0.00% | 00.0% | Unchanged |
| Dravo Bay LLC | 25 | $635 | 0.00% | +25 | New |
| Tucker Asset Management LLC | 36 | $914 | 0.00% | +36 | New |
| Wolff Wiese Magana LLC | 20 | $1.00K | 0.00% | −355−94.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 51 | $1.00K | 0.00% | −300−85.5% | Reduced |
| Resources Management Corp | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 46 | $1.00K | 0.00% | +24+109.1% | Added |
| Tilia Fiduciary Partners, Inc. | 25 | $1.00K | 0.00% | +10+66.7% | Added |
| GHP Investment Advisors, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 50 | $1.00K | 0.00% | +50 | New |
| Orion Capital Management LLC | 45 | $1.00K | 0.00% | +45 | New |
| Beacon Capital Management, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Credential Qtrade Securities Inc. | 50 | $1.27K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 79 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 82 | $2.00K | 0.00% | +82 | New |
| Kayne Anderson Rudnick Investment Management LLC | 95 | $2.00K | 0.00% | +95 | New |
| IndexIQ Advisors LLC | 85 | $2.00K | 0.00% | +85 | New |
| Castleview Partners, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Paladin Advisory Group, LLC | 100 | $2.00K | 0.00% | +100 | New |
| TCWP LLC | 100 | $2.00K | 0.00% | +100 | New |
| Retirement Group, LLC | 110 | $3.00K | 0.00% | −320−74.4% | Reduced |
| Your Advocates Ltd., LLP | 100 | $3.00K | 0.00% | −220−68.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 150 | $3.00K | 0.00% | −123−45.1% | Reduced |
| Sargent Bickham Lagudis LLC | 149 | $3.00K | 0.00% | −90−37.7% | Reduced |
| Spectrum Management Group, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 108 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 125 | $3.00K | 0.00% | +125 | New |
| Patriot Financial Group Insurance Agency, LLC | 110 | $3.00K | 0.00% | +110 | New |
| Bogart Wealth, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Financial Connections Group, Inc. | 155 | $3.00K | 0.00% | +155 | New |
| Raleigh Capital Management Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Rockbridge Investment Management, LCC | 128 | $3.14K | 0.00% | −434−77.2% | Reduced |
| Gradient Investments LLC | 174 | $4.00K | 0.00% | −200−53.5% | Reduced |
| TCI Wealth Advisors, Inc. | 175 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 175 | $4.00K | 0.00% | +4+2.3% | Added |
| Bellevue Asset Management, LLC | 158 | $4.00K | 0.00% | +50+46.3% | Added |
| Ritter Daniher Financial Advisory, LLC | 150 | $4.00K | 0.00% | +75+100.0% | Added |
| Webster Bank, N. A. | 207 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 167 | $5.00K | 0.00% | +67+67.0% | Added |
| AlphaMark Advisors, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Baystate Wealth Management LLC | 200 | $5.00K | 0.00% | +200 | New |
| Anchor Investment Management, LLC | 200 | $5.08K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 200 | $5.08K | 0.00% | +200 | New |
| Carmichael Hill & Associates, Inc. | 240 | $6.00K | 0.00% | −160−40.0% | Reduced |
| Capital Analysts, LLC | 255 | $6.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 230 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 222 | $6.00K | 0.00% | +22+11.0% | Added |
| Cambridge Trust Co | 222 | $6.00K | 0.00% | +124+126.5% | Added |
| Washington Trust Co | 252 | $6.00K | 0.00% | +156+162.5% | Added |
| Ellis Investment Partners, LLC | 250 | $6.00K | 0.00% | +250 | New |
| PYA Waltman Capital, LLC | 285 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 282 | $7.00K | 0.00% | +132+88.0% | Added |
| AdvisorNet Financial, Inc | 260 | $7.00K | 0.00% | +260 | New |
| SOA Wealth Advisors, LLC. | 288 | $7.00K | 0.00% | +288 | New |
| Archer Investment Corp | 300 | $7.43K | 0.00% | +300 | New |
| Ahrens Investment Partners LLC | 300 | $8.00K | 0.00% | −150−33.3% | Reduced |
| Hantz Financial Services, Inc. | 307 | $8.00K | 0.00% | −48−13.5% | Reduced |
| American Research & Management Co. | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 300 | $8.00K | 0.01% | 00.0% | Unchanged |
| Trust Co | 300 | $8.00K | 0.00% | +200+200.0% | Added |
| Central Trust Co | 360 | $9.00K | 0.00% | −63−14.9% | Reduced |
| Covington Capital Management | 340 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 350 | $9.00K | 0.00% | +50+16.7% | Added |
| Fifth Third Bancorp | 386 | $10.0K | 0.00% | −1,074−73.6% | Reduced |
| Peoples Financial Services Corp. | 400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 375 | $10.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 389 | $10.0K | 0.00% | +169+76.8% | Added |
| Providence Capital Advisors, LLC | 393 | $10.0K | 0.00% | +393 | New |
| Allspring Global Investments Holdings, LLC | 402 | $10.0K | 0.00% | +402 | New |
| Salem Investment Counselors Inc | 445 | $11.0K | 0.00% | +25+6.0% | Added |
| Charter Oak Capital Management, LLC | 445 | $11.0K | 0.00% | +430+2,866.7% | Added |
| Clearview Wealth Advisors LLC | 450 | $11.0K | 0.01% | +450 | New |
| Sittner & Nelson, LLC | 475 | $12.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 500 | $13.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 500 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 514 | $13.0K | 0.01% | +432+526.8% | Added |
| Tompkins Financial Corp | 500 | $13.0K | 0.00% | +500 | New |
| Capital Advisory Group Advisory Services, LLC | 500 | $13.0K | 0.01% | +500 | New |
| SJS Investment Consulting Inc. | 548 | $14.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 544 | $14.0K | 0.00% | +544 | New |