| HWG Holdings LP | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $0 | 0.00% | +7+350.0% | Added |
| Versant Capital Management, Inc | 5 | $0 | 0.00% | +5 | New |
| McCarthy Asset Management, Inc. | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 17,584 | $0 | 0.00% | +17,584 | New |
| Covestor Ltd | 6 | $0 | 0.00% | +6 | New |
| Rockbridge Investment Management, LCC | 6 | $279 | 0.00% | +1+20.0% | Added |
| Atlas Capital Advisors LLC | 9 | $452 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 22 | $1.00K | 0.00% | −179−89.1% | Reduced |
| Selective Wealth Management, Inc. | 16 | $1.00K | 0.00% | −84−84.0% | Reduced |
| Tompkins Financial Corp | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Fieldpoint Private Securities, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Coastal Capital Group, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Lake Point Wealth Management | 13 | $1.00K | 0.00% | +13 | New |
| Charter Oak Capital Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| TCWP LLC | 34 | $1.00K | 0.00% | +34 | New |
| Quent Capital, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Pittenger & Anderson Inc | 30 | $2.00K | 0.00% | −150−83.3% | Reduced |
| Ahrens Investment Partners LLC | 40 | $2.00K | 0.00% | −100−71.4% | Reduced |
| HM Payson & Co | 42 | $2.00K | 0.00% | −46−52.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 36 | $2.00K | 0.00% | +11+44.0% | Added |
| Econ Financial Services Corp | 40 | $2.00K | 0.00% | +20+100.0% | Added |
| MBM Wealth Consultants, LLC | 30 | $2.00K | 0.00% | +15+100.0% | Added |
| Financial Avengers, Inc. | 40 | $2.00K | 0.00% | +20+100.0% | Added |
| Meeder Asset Management Inc | 49 | $2.00K | 0.00% | +49 | New |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $2.00K | 0.00% | +40 | New |
| FinTrust Capital Advisors, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Bay Harbor Wealth Management, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Evoke Wealth, LLC | 50 | $3.00K | 0.00% | −215−81.1% | Reduced |
| Winch Advisory Services, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 62 | $3.00K | 0.00% | +8+14.8% | Added |
| Hartford Financial Management Inc. | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 67 | $3.00K | 0.00% | +5+8.1% | Added |
| Tradewinds Capital Management, LLC | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 55 | $3.00K | 0.00% | +45+450.0% | Added |
| Foresight Capital Management Advisors, Inc. | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 72 | $4.00K | 0.00% | +18+33.3% | Added |
| Quadrant Capital Group LLC | 82 | $4.00K | 0.00% | +33+67.3% | Added |
| CarsonAllaria Wealth Management, Ltd. | 89 | $4.00K | 0.00% | +57+178.1% | Added |
| Cambridge Trust Co | 75 | $4.00K | 0.00% | +75 | New |
| Ellis Investment Partners, LLC | 85 | $4.00K | 0.00% | +85 | New |
| Clearview Wealth Advisors LLC | 84 | $4.00K | 0.00% | +84 | New |
| Sandy Cove Advisors, LLC | 85 | $4.00K | 0.00% | +85 | New |
| American State Bank (Iowa) | 85 | $4.27K | 0.00% | +60+240.0% | Added |
| Valley National Advisers Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $5.00K | 0.00% | +30+42.9% | Added |
| Washington Trust Co | 100 | $5.00K | 0.00% | +100 | New |
| Zions Bancorporation, N.A. | 106 | $5.00K | 0.00% | +106 | New |
| Spartan Planning & Wealth Management | 95 | $5.00K | 0.01% | +95 | New |
| Rise Advisors, LLC | 105 | $5.00K | 0.00% | +105 | New |
| Evolution Advisers, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| Glen Eagle Advisors, LLC | 100 | $5.02K | 0.00% | +50+100.0% | Added |
| Financial Perspectives, Inc | 102 | $5.12K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 115 | $6.00K | 0.00% | −10−8.0% | Reduced |
| Fortis Advisors, LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 120 | $6.00K | 0.00% | +20+20.0% | Added |
| Asset Dedication, LLC | 106 | $6.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 120 | $6.00K | 0.00% | +40+50.0% | Added |
| Fortitude Advisory Group L.L.C. | 127 | $6.00K | 0.00% | +110+647.1% | Added |
| TD Ameritrade Investment Management, LLC | 124 | $6.00K | 0.00% | +124 | New |
| Kelly Financial Services LLC | 155 | $7.79K | 0.00% | +5+3.3% | Added |
| Heritage Wealth Advisors | 150 | $8.00K | 0.00% | −1,000−87.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 155 | $8.00K | 0.00% | 00.0% | Unchanged |