| Global Financial Private Client, LLC | 9 | $640 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | −598,150−100.0% | Reduced |
| USA Financial Portformulas Corp | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Tarbox Family Office, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Rise Advisors, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Laffer Tengler Investments | 15 | $1.07K | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 22 | $1.58K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 25 | $2.00K | 0.00% | −122,184−100.0% | Reduced |
| Lee Financial Co | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 37 | $2.00K | 0.00% | +15+68.2% | Added |
| Hexagon Capital Partners LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 163 | $2.00K | 0.04% | +163 | New |
| Coastal Capital Group, Inc. | 31 | $2.00K | 0.00% | +31 | New |
| CFS Investment Advisory Services, LLC | 118,680 | $2.00K | 0.01% | +118,680 | New |
| West Paces Advisors Inc. | 40 | $2.87K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 37 | $3.00K | 0.00% | −26−41.3% | Reduced |
| Bellevue Asset Management, LLC | 45 | $3.00K | 0.00% | −5−10.0% | Reduced |
| Horan Securities, Inc. | 38 | $3.00K | 0.00% | +31+442.9% | Added |
| Jones Financial Companies LLLP | 48 | $3.00K | 0.00% | +48 | New |
| Disciplined Investments, LLC | 44 | $3.00K | 0.00% | +44 | New |
| Logan Capital Management Inc | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $4.00K | 0.00% | +50 | New |
| Quent Capital, LLC | 76 | $5.00K | 0.00% | −95−55.6% | Reduced |
| EverSource Wealth Advisors, LLC | 73 | $5.00K | 0.00% | −66−47.5% | Reduced |
| Robbins Farley LLC | 75 | $5.00K | 0.00% | −25−25.0% | Reduced |
| Howe & Rusling Inc | 74 | $5.00K | 0.00% | −8−9.8% | Reduced |
| Brewin Dolphin Ltd | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 110 | $5.00K | 0.00% | +110 | New |
| Cordant, Inc. | 64 | $5.00K | 0.00% | +64 | New |
| C M Bidwell & Associates Ltd | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 83 | $6.00K | 0.01% | +2+2.5% | Added |
| IMA Wealth, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $7.00K | 0.00% | +15+17.6% | Added |
| Aspire Private Capital, LLC | 116 | $8.00K | 0.00% | −149−56.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 115 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 120 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 127 | $9.00K | 0.00% | +37+41.1% | Added |
| Front Row Advisors LLC | 133 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 146 | $10.0K | 0.00% | +25+20.7% | Added |
| Strengthening Families & Communities, LLC | 135 | $10.0K | 0.01% | +135 | New |
| Independence Bank of Kentucky | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 160 | $11.0K | 0.01% | +100+166.7% | Added |
| Raffa Wealth Management, LLC | 155 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 165 | $11.7K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 161 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 164 | $12.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 164 | $12.0K | 0.01% | +164 | New |
| Beaird Harris Wealth Management, LLC | 171 | $12.0K | 0.00% | +171 | New |
| HighMark Wealth Management LLC | 175 | $13.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 178 | $13.0K | 0.00% | +178 | New |
| RE Dickinson Investment Advisors, LLC | 201 | $14.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 193 | $14.0K | 0.00% | +193 | New |
| Gleason Group, Inc. | 190 | $14.0K | 0.00% | +190 | New |
| Financial Perspectives, Inc | 209 | $15.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 205 | $15.0K | 0.02% | +196+2,177.8% | Added |
| Evanson Asset Management, LLC | 203 | $15.0K | 0.00% | +203 | New |
| Kessler Investment Group, LLC | 225 | $16.0K | 0.01% | +75+50.0% | Added |
| San Luis Wealth Advisors LLC | 185 | $16.0K | 0.01% | +185 | New |
| Castleview Partners, LLC | 248 | $17.0K | 0.01% | −40,609−99.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 232 | $17.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 250 | $18.0K | 0.00% | −462−64.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 251 | $18.0K | 0.00% | −120−32.3% | Reduced |
| West Oak Capital, LLC | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 249 | $18.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 252 | $18.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 256 | $19.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 270 | $19.0K | 0.00% | +157+138.9% | Added |
| Larson Financial Group LLC | 268 | $19.0K | 0.00% | +236+737.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 275 | $19.0K | 0.01% | +275 | New |
| Deseret Mutual Benefit Administrators | 278 | $20.0K | 0.00% | +180+183.7% | Added |
| Core Alternative Capital | 277 | $20.0K | 0.01% | +252+1,008.0% | Added |
| Hazlett, Burt & Watson, Inc. | 275 | $20.0K | 0.02% | +275 | New |
| HM Payson & Co | 297 | $21.0K | 0.00% | −156−34.4% | Reduced |
| Lindbrook Capital, LLC | 292 | $21.0K | 0.00% | −71−19.6% | Reduced |
| SkyView Investment Advisors, LLC | 293 | $21.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 294 | $21.0K | 0.00% | +99+50.8% | Added |
| McCarthy Grittinger Financial Group, LLC | 299 | $21.4K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 300 | $22.0K | 0.01% | −225−42.9% | Reduced |
| Evoke Wealth, LLC | 308 | $22.0K | 0.00% | −34−9.9% | Reduced |
| Pittenger & Anderson Inc | 303 | $22.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 329 | $24.0K | 0.00% | −4,415−93.1% | Reduced |
| Clearview Wealth Advisors LLC | 340 | $24.0K | 0.02% | +8+2.4% | Added |
| Earnest Partners LLC | 346 | $25.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 344 | $25.0K | 0.00% | +107+45.1% | Added |
| MUFG Americas Holdings Corp | 369 | $26.0K | 0.00% | +175+90.2% | Added |
| Focused Wealth Management, Inc | 372 | $27.0K | 0.00% | +1+0.3% | Added |
| Dividend Assets Capital, LLC | 400 | $29.0K | 0.01% | 00.0% | Unchanged |