| Lindbrook Capital, LLC | 8 | $0 | 0.00% | −54−87.1% | Reduced |
| Versant Capital Management, Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 11 | $0 | 0.00% | +11 | New |
| Sutton Wealth Advisors Inc. | 22 | $844 | 0.00% | +22 | New |
| Roble, Belko & Company, Inc | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $1.00K | 0.00% | +14+82.4% | Added |
| Lenox Wealth Advisors, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Schubert & Co | 20 | $1.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 34 | $1.30K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 45 | $1.73K | 0.00% | +45 | New |
| GW&K Investment Management, LLC | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 46 | $2.00K | 0.00% | +7+17.9% | Added |
| JFS Wealth Advisors, LLC | 42 | $2.00K | 0.00% | +42 | New |
| Estabrook Capital Management | 55 | $2.11K | 0.00% | +55 | New |
| Eagle Bay Advisors LLC | 71 | $3.00K | 0.00% | −71−50.0% | Reduced |
| Cranbrook Wealth Management, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 69 | $3.00K | 0.00% | +55+392.9% | Added |
| TAP Consulting, LLC | 79 | $3.00K | 0.00% | +79 | New |
| Fortitude Advisory Group L.L.C. | 67 | $3.00K | 0.00% | +67 | New |
| TCI Wealth Advisors, Inc. | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 116 | $4.00K | 0.00% | +22+23.4% | Added |
| Laurel Wealth Advisors LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 102 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 100 | $4.00K | 0.00% | +100 | New |
| Aquatic Capital Management LLC | 100 | $4.00K | 0.01% | +100 | New |
| Mach-1 Financial Group, Inc. | 104 | $4.00K | 0.00% | +104 | New |
| Proequities, Inc. | 139 | $5.00K | 0.00% | −5−3.5% | Reduced |
| Alaska Permanent Fund Corp | 131 | $5.00K | 0.00% | +131 | New |
| Coastal Capital Group, Inc. | 157 | $6.00K | 0.00% | +32+25.6% | Added |
| Confluence Wealth Services, Inc. | 176 | $6.00K | 0.00% | +176 | New |
| Holloway Wealth Management, LLC | – | $8.00K | 0.00% | – | – |
| Piscataqua Savings Bank | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 211 | $8.00K | 0.00% | +211 | New |
| MUFG Americas Holdings Corp | 268 | $10.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 267 | $10.0K | 0.00% | +267 | New |
| Dark Forest Capital Management LP | 257 | $10.0K | 0.00% | +257 | New |
| Signaturefd, LLC | 322 | $12.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 295 | $12.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 340 | $13.0K | 0.00% | +4+1.2% | Added |
| Sargent Bickham Lagudis LLC | 330 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 350 | $13.0K | 0.00% | +350 | New |
| TD Ameritrade Investment Management, LLC | 355 | $14.0K | 0.00% | −292−45.1% | Reduced |
| Acadian Asset Management LLC | 406 | $15.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 400 | $15.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 400 | $15.0K | 0.00% | +400 | New |
| TSFG, LLC | 400 | $15.0K | 0.01% | +400 | New |
| Bessemer Group Inc | 424 | $16.0K | 0.00% | +121+39.9% | Added |
| Daiwa Securities Group Inc. | 500 | $19.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 501 | $19.0K | 0.00% | +260+107.9% | Added |
| First Command Bank | 600 | $20.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 534 | $20.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 562 | $22.0K | 0.01% | +48+9.3% | Added |
| First Horizon Advisors, Inc. | 617 | $23.0K | 0.00% | −110−15.1% | Reduced |
| Jones Financial Companies LLLP | 593 | $23.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 600 | $23.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 600 | $23.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 628 | $24.0K | 0.00% | +628 | New |
| Godsey & Gibb Associates | 650 | $25.0K | 0.01% | −350−35.0% | Reduced |
| Johnson Financial Group, Inc. | 655 | $25.0K | 0.00% | +625+2,083.3% | Added |
| James Reed Financial Services, Inc. | 672 | $25.0K | 0.02% | +672 | New |
| Baron Financial Group, LLC | 675 | $25.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 700 | $27.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 720 | $28.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 768 | $29.0K | 0.00% | −31−3.9% | Reduced |
| CoreCap Advisors, LLC | 748 | $29.0K | 0.00% | +748 | New |
| IFP Advisors, Inc | 800 | $31.0K | 0.00% | +800 | New |
| AdvisorNet Financial, Inc | 852 | $33.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 920 | $35.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 945 | $36.0K | 0.01% | −336−26.2% | Reduced |
| Stonebridge Capital Advisors LLC | 930 | $36.0K | 0.00% | −82−8.1% | Reduced |
| Freedman Financial Associates, Inc. | 1,000 | $38.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $38.0K | 0.02% | +1,000 | New |
| Mechanics Financial Corp | 1,000 | $38.0K | 0.02% | +1,000 | New |
| Zions Bancorporation, N.A. | 1,100 | $42.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,099 | $42.0K | 0.03% | +13+1.2% | Added |
| Bivin & Associates, Inc. | 1,113 | $43.0K | 0.04% | +1,113 | New |
| Warner Financial, Inc | 1,120 | $43.0K | 0.04% | +1,120 | New |
| Cohen & Steers, Inc. | 1,182 | $45.0K | 0.00% | +1,182 | New |
| Bedel Financial Consulting, Inc. | 1,187 | $46.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,500 | $58.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,518 | $58.0K | 0.00% | +1,000+193.1% | Added |
| Widmann Financial Services, Inc. | 1,522 | $58.0K | 0.05% | +1,522 | New |
| American Portfolios Advisors | 1,613 | $61.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,670 | $64.0K | 0.00% | +382+29.7% | Added |
| Mondrian Investment Partners LTD | 1,842 | $71.0K | 0.00% | −134,039−98.6% | Reduced |
| Cubist Systematic Strategies, LLC | 1,960 | $75.0K | 0.00% | −292,576−99.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,000 | $76.0K | 0.03% | +2,000 | New |
| Stephens Consulting, LLC | 2,000 | $76.8K | 0.06% | +2,000 | New |
| Salem Investment Counselors Inc | 2,000 | $77.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,998 | $77.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,000 | $77.0K | 0.02% | 00.0% | Unchanged |