| Steward Financial Group LLC | 2 | $0 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $300 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −1,729−99.8% | Reduced |
| Zions Bancorporation, N.A. | 2 | $1.00K | 0.00% | −53−96.4% | Reduced |
| MV Capital Management, Inc. | 2 | $1.00K | 0.00% | −14−87.5% | Reduced |
| GW&K Investment Management, LLC | 2 | $1.00K | 0.00% | −11−84.6% | Reduced |
| Whittier Trust Co | 5 | $1.00K | 0.00% | −5−50.0% | Reduced |
| Washington Trust Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| TSFG, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 2 | $1.00K | 0.00% | +2 | New |
| Goodman Advisory Group, LLC | 5 | $1.00K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Dark Forest Capital Management LP | 6 | $2.00K | 0.00% | −13−68.4% | Reduced |
| C M Bidwell & Associates Ltd | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 10 | $2.99K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 9 | $3.00K | 0.00% | −125−93.3% | Reduced |
| TCI Wealth Advisors, Inc. | 10 | $3.00K | 0.00% | −8−44.4% | Reduced |
| Sierra Capital LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $3.00K | 0.00% | +3+42.9% | Added |
| Schubert & Co | 11 | $3.00K | 0.00% | +5+83.3% | Added |
| Horan Securities, Inc. | 8 | $3.00K | 0.00% | +7+700.0% | Added |
| USA Financial Portformulas Corp | 10 | $3.00K | 0.00% | +9+900.0% | Added |
| Ossiam | 15 | $4.00K | 0.00% | −1,886−99.2% | Reduced |
| JFS Wealth Advisors, LLC | 13 | $4.00K | 0.00% | −12−48.0% | Reduced |
| Prestige Wealth Management Group LLC | 14 | $4.00K | 0.00% | −3−17.6% | Reduced |
| Roble, Belko & Company, Inc | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $4.00K | 0.00% | +13 | New |
| Total Clarity Wealth Management, Inc. | 13 | $4.00K | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 14 | $4.00K | 0.00% | +14 | New |
| Evoke Wealth, LLC | 17 | $5.00K | 0.00% | −4−19.0% | Reduced |
| Tilia Fiduciary Partners, Inc. | 16 | $5.00K | 0.00% | −3−15.8% | Reduced |
| HM Payson & Co | 17 | $5.00K | 0.00% | +17 | New |
| Credential Qtrade Securities Inc. | 17 | $5.09K | 0.00% | −426−96.2% | Reduced |
| Kistler-Tiffany Companies, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 20 | $6.00K | 0.01% | +20 | New |
| BDO Wealth Advisors, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 22 | $7.00K | 0.01% | −4−15.4% | Reduced |
| Key Financial Inc | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 23 | $7.00K | 0.00% | +11+91.7% | Added |
| Enterprise Trust & Investment Co | 23 | $7.00K | 0.00% | +23 | New |
| Castleview Partners, LLC | 100 | $7.17K | 0.01% | −63−38.7% | Reduced |
| Solstein Capital, LLC | 26 | $8.00K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 26 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 31 | $9.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $9.00K | 0.00% | +30 | New |
| Ancora Advisors, LLC | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 36 | $11.0K | 0.00% | +17+89.5% | Added |
| Carolinas Wealth Consulting LLC | 38 | $11.0K | 0.00% | +35+1,166.7% | Added |
| MUFG Americas Holdings Corp | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 43 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 42 | $13.0K | 0.00% | −4−8.7% | Reduced |
| First Horizon Advisors, Inc. | 46 | $13.0K | 0.00% | +21+84.0% | Added |
| EverSource Wealth Advisors, LLC | 47 | $14.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 47 | $14.0K | 0.00% | +4+9.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52 | $15.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 50 | $15.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 56 | $17.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 61 | $18.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 58 | $18.0K | 0.01% | +18+45.0% | Added |
| Pflug Koory, LLC | 65 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 62 | $19.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 65 | $19.0K | 0.00% | +2+3.2% | Added |
| RWM Asset Management, LLC | 63 | $19.0K | 0.00% | +63 | New |
| Caldwell Trust Co | 65 | $19.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 67 | $20.0K | 0.00% | −85−55.9% | Reduced |
| AdvisorNet Financial, Inc | 66 | $20.0K | 0.00% | +65+6,500.0% | Added |
| Paloma Partners Management Co | 67 | $20.0K | 0.00% | +67 | New |
| Ronald Blue Trust, Inc. | 51 | $20.0K | 0.00% | +51 | New |
| Better Money Decisions, LLC | 66 | $20.0K | 0.02% | +66 | New |
| Raffa Wealth Management, LLC | 69 | $20.6K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 77 | $23.0K | 0.01% | +8+11.6% | Added |
| Estabrook Capital Management | 82 | $24.5K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 89 | $26.0K | 0.01% | −6−6.3% | Reduced |
| Pin Oak Investment Advisors Inc | 86 | $26.0K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 90 | $27.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 94 | $28.0K | 0.01% | 00.0% | Unchanged |