| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $351 | 0.00% | – | – |
| Roble, Belko & Company, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Siena Capital LLC | 7 | $1.00K | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 10 | $2.00K | 0.00% | −60−85.7% | Reduced |
| Versant Capital Management, Inc | 9 | $2.00K | 0.00% | −8−47.1% | Reduced |
| Western Pacific Wealth Management, LP | 15 | $2.00K | 0.00% | +1+7.1% | Added |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | +4+80.0% | Added |
| Loomis Sayles & Co L P | 10 | $2.00K | 0.00% | +10 | New |
| CenterStar Asset Management, LLC | – | $2.00K | 0.00% | – | New |
| Rockbridge Investment Management, LCC | 15 | $2.61K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 23 | $4.00K | 0.00% | −23−50.0% | Reduced |
| Focused Wealth Management, Inc | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $4.00K | 0.00% | +4+25.0% | Added |
| Disciplined Investments, LLC | 21 | $4.00K | 0.00% | +21 | New |
| GW&K Investment Management, LLC | 28 | $5.00K | 0.00% | +28 | New |
| Financial Management Professionals, Inc. | 28 | $5.00K | 0.00% | +28 | New |
| Lenox Wealth Advisors, LLC | 34 | $6.00K | 0.00% | −179−84.0% | Reduced |
| Column Capital Advisors, LLC | 34 | $6.00K | 0.00% | −10−22.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 34 | $6.00K | 0.00% | +2+6.3% | Added |
| Aspire Private Capital, LLC | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 42 | $7.00K | 0.00% | +2+5.0% | Added |
| Robbins Farley LLC | 38 | $7.00K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 37 | $7.00K | 0.00% | +37 | New |
| Freedman Financial Associates, Inc. | 39 | $7.00K | 0.00% | +39 | New |
| Castleview Partners, LLC | 50 | $8.00K | 0.00% | −8,212−99.4% | Reduced |
| Lee Financial Co | 46 | $8.00K | 0.00% | −5−9.8% | Reduced |
| Byrne Asset Management LLC | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $8.79K | 0.00% | +50 | New |
| Peoples Financial Services Corp. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 54 | $9.00K | 0.00% | +54 | New |
| AllSquare Wealth Management LLC | 58 | $10.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 55 | $10.0K | 0.01% | +55 | New |
| Newbridge Financial Services Group, Inc. | 60 | $11.0K | 0.01% | −90−60.0% | Reduced |
| Adirondack Trust Co | 65 | $11.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 65 | $11.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 63 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 60 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 64 | $11.0K | 0.00% | +4+6.7% | Added |
| Beacon Capital Management, LLC | 63 | $11.0K | 0.00% | +63 | New |
| Raffa Wealth Management, LLC | 63 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 67 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 71 | $12.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 70 | $12.0K | 0.00% | +15+27.3% | Added |
| Atlas Capital Advisors LLC | 69 | $12.1K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 84 | $15.0K | 0.00% | −16−16.0% | Reduced |
| Massmutual Trust Co FSB | 92 | $16.0K | 0.00% | +15+19.5% | Added |
| Pacifica Partners Inc. | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 97 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 105 | $18.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 103 | $18.0K | 0.00% | +103 | New |
| Vigilant Capital Management, LLC | 108 | $19.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 115 | $20.0K | 0.01% | +55+91.7% | Added |
| Joseph P. Lucia & Associates, LLC | 120 | $21.0K | 0.01% | +120 | New |
| Wolff Wiese Magana LLC | 125 | $22.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 124 | $22.0K | 0.00% | +1+0.8% | Added |
| NVWM, LLC | 123 | $22.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 129 | $23.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 137 | $24.1K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 144 | $25.0K | 0.01% | +144 | New |
| Tarbox Family Office, Inc. | 146 | $26.0K | 0.01% | −21−12.6% | Reduced |
| Earnest Partners LLC | 148 | $26.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 149 | $26.0K | 0.02% | +149 | New |
| Core Wealth Advisors, Inc. | 151 | $27.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 157 | $27.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 162 | $28.0K | 0.00% | +19+13.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 164 | $29.0K | 0.02% | +164 | New |
| TD Ameritrade Investment Management, LLC | 171 | $30.0K | 0.00% | +106+163.1% | Added |
| Sterling Investment Advisors, Ltd. | 175 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 175 | $31.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 177 | $31.0K | 0.01% | +164+1,261.5% | Added |
| Institutional & Family Asset Management, LLC | 181 | $32.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 192 | $34.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 195 | $34.0K | 0.03% | +195 | New |
| TCWP LLC | 195 | $34.0K | 0.01% | +195 | New |
| Moisand Fitzgerald Tamayo, LLC | 200 | $35.0K | 0.02% | −300−60.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $35.0K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 200 | $35.0K | 0.03% | +200 | New |
| HHM Wealth Advisors, LLC | 230 | $40.0K | 0.01% | 00.0% | Unchanged |