| Liberty Wealth Management LLC | 10 | $0 | 0.00% | −15−60.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 15 | $0 | 0.00% | +15 | New |
| Coastal Capital Group, Inc. | 17 | $0 | 0.00% | +17 | New |
| Red Door Wealth Management, LLC | 25 | $0 | 0.00% | +25 | New |
| TD Private Client Wealth LLC | 21 | $614 | 0.00% | +21 | New |
| Tortoise Capital Advisors, L.L.C. | 29 | $1.00K | 0.00% | −43,699−99.9% | Reduced |
| BDO Wealth Advisors, LLC | 50 | $1.00K | 0.00% | −620−92.5% | Reduced |
| Semmax Financial Advisors Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 27 | $1.00K | 0.00% | +27 | New |
| SRS Capital Advisors, Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Stonebridge Capital Advisors LLC | 30 | $1.00K | 0.00% | +30 | New |
| Crescent Capital Consulting, LLC | 43 | $1.00K | 0.00% | +43 | New |
| Wagner Wealth Management, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Wealth Quarterback LLC | 25 | $1.00K | 0.00% | +25 | New |
| FourThought Financial, LLC | 60 | $1.00K | 0.00% | +60 | New |
| Capital Advisory Group Advisory Services, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 60 | $2.00K | 0.00% | +60 | New |
| Ford Financial Group, LLC | 100 | $2.00K | 0.00% | +100 | New |
| State of Wyoming | 81 | $2.00K | 0.00% | +81 | New |
| Financial Perspectives, Inc | 100 | $2.93K | 0.00% | −4,375−97.8% | Reduced |
| Focused Wealth Management, Inc | 106 | $3.00K | 0.00% | −304−74.1% | Reduced |
| Winch Advisory Services, LLC | 117 | $3.00K | 0.00% | −19−14.0% | Reduced |
| Central Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 125 | $4.00K | 0.00% | +75+150.0% | Added |
| Front Row Advisors LLC | 200 | $4.00K | 0.00% | +200 | New |
| Ellis Investment Partners, LLC | 170 | $4.00K | 0.00% | +170 | New |
| Personal Wealth Partners | 146 | $4.00K | 0.00% | +146 | New |
| Lindbrook Capital, LLC | 150 | $4.00K | 0.00% | +150 | New |
| Princeton Global Asset Management LLC | 150 | $4.00K | 0.00% | +150 | New |
| Ten Capital Wealth Advisors, LLC | 149 | $4.00K | 0.00% | +149 | New |
| First Manhattan Co | 180 | $5.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 184 | $5.00K | 0.00% | +184 | New |
| Optimum Investment Advisors | 200 | $6.00K | 0.00% | −700−77.8% | Reduced |
| Allworth Financial LP | 200 | $6.00K | 0.00% | −86−30.1% | Reduced |
| Laurel Wealth Advisors LLC | 220 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 217 | $6.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $6.00K | 0.00% | – | – |
| MCF Advisors LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $6.00K | 0.00% | +100+100.0% | Added |
| Monetary Management Group Inc | 200 | $6.00K | 0.00% | +200 | New |
| Northwestern Mutual Wealth Management Co | 200 | $6.00K | 0.00% | +200 | New |
| Plante Moran Financial Advisors, LLC | 200 | $6.00K | 0.00% | +200 | New |
| HM Payson & Co | 231 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 240 | $7.00K | 0.00% | +240 | New |
| Covington Capital Management | 250 | $7.00K | 0.00% | +250 | New |
| AdvisorNet Financial, Inc | 225 | $7.00K | 0.00% | +225 | New |
| Hudock, Inc. | 306 | $8.00K | 0.00% | −1,989−86.7% | Reduced |
| Sawyer & Company, Inc | 265 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 300 | $8.00K | 0.00% | +300 | New |
| Horan Securities, Inc. | 260 | $8.00K | 0.01% | +260 | New |
| Parallel Advisors, LLC | 280 | $8.00K | 0.00% | +280 | New |
| SOA Wealth Advisors, LLC. | 299 | $8.00K | 0.00% | +299 | New |
| Highlander Capital Management, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 325 | $9.00K | 0.00% | +325 | New |
| FinTrust Capital Advisors, LLC | 300 | $9.00K | 0.00% | +300 | New |
| Paragon Wealth Strategies, LLC | 300 | $9.00K | 0.00% | +300 | New |
| Global Retirement Partners, LLC | 340 | $10.0K | 0.00% | −900−72.6% | Reduced |
| Spectrum Management Group, LLC | 358 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 346 | $10.0K | 0.01% | +86+33.1% | Added |
| Evolution Wealth Advisors, LLC | 330 | $10.0K | 0.00% | +330 | New |
| Jacobi Capital Management LLC | 360 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 375 | $11.0K | 0.01% | +375 | New |
| Sargent Bickham Lagudis LLC | 424 | $12.0K | 0.00% | +167+65.0% | Added |
| American Research & Management Co. | 400 | $12.0K | 0.00% | +150+60.0% | Added |
| Larson Financial Group LLC | 411 | $12.0K | 0.00% | +293+248.3% | Added |
| Wolff Wiese Magana LLC | 410 | $12.0K | 0.01% | +300+272.7% | Added |
| Advisory Services Network, LLC | 418 | $12.0K | 0.00% | +418 | New |
| Providence Capital Advisors, LLC | 453 | $13.0K | 0.00% | +450+15,000.0% | Added |
| Moser Wealth Advisors, LLC | 450 | $13.0K | 0.01% | +450 | New |
| Modus Advisors, LLC | 468 | $14.0K | 0.01% | +468 | New |
| Sutton Wealth Advisors Inc. | 500 | $14.6K | 0.01% | +500 | New |
| South State Corp. | 505 | $15.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 517 | $15.0K | 0.00% | +162+45.6% | Added |
| Roble, Belko & Company, Inc | 500 | $15.0K | 0.00% | +500 | New |
| Bellwether Advisors, LLC | 533 | $15.0K | 0.01% | +533 | New |
| Pacitti Group Inc. | 580 | $16.0K | 0.01% | +80+16.0% | Added |
| FMR LLC | 575 | $17.0K | 0.00% | −2,678,680−100.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 569 | $17.0K | 0.00% | −15−2.6% | Reduced |
| Hartford Financial Management Inc. | 610 | $18.0K | 0.00% | 00.0% | Unchanged |