| Siena Capital LLC | 5 | $0 | 0.00% | −34,083−100.0% | Reduced |
| Cribstone Capital Management, LLC | 4 | $0 | 0.00% | −192−98.0% | Reduced |
| Old North State Trust, LLC | 6 | $328 | 0.26% | −6,391−99.9% | Reduced |
| Karlinski Andrew C | 28 | $1.00K | 0.00% | −2−6.7% | Reduced |
| USA Financial Portformulas Corp | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Candriam Luxembourg S.C.A. | 23 | $1.00K | 0.00% | +23 | New |
| Covestor Ltd | 11 | $1.00K | 0.00% | +11 | New |
| Albion Financial Group | 34 | $2.00K | 0.00% | −34−50.0% | Reduced |
| Evoke Wealth, LLC | 39 | $2.00K | 0.00% | −25−39.1% | Reduced |
| North Star Investment Management Corp. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 68 | $3.00K | 0.00% | +68 | New |
| American National Bank | 66 | $3.00K | 0.00% | +66 | New |
| O'Dell Group, LLC | 68 | $3.00K | 0.00% | +68 | New |
| Bank of New Hampshire | 57 | $3.00K | 0.00% | +57 | New |
| Sutton Wealth Advisors Inc. | 64 | $3.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 76 | $3.90K | 0.00% | −75−49.7% | Reduced |
| Creative Financial Designs Inc | 83 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 306 | $4.00K | 0.00% | +6+2.0% | Added |
| SRS Capital Advisors, Inc. | 87 | $4.00K | 0.00% | +54+163.6% | Added |
| MCF Advisors LLC | 76 | $4.00K | 0.00% | +76 | New |
| Tucker Asset Management LLC | 90 | $4.62K | 0.00% | −55−37.9% | Reduced |
| Montag A & Associates Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $5.00K | 0.00% | +100 | New |
| Gemmer Asset Management LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 123 | $6.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 124 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 115 | $6.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 110 | $6.00K | 0.00% | −3−2.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 116 | $6.00K | 0.00% | +116 | New |
| Stephens Consulting, LLC | 117 | $6.01K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 144 | $7.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 145 | $7.00K | 0.00% | +145 | New |
| Beacon Capital Management, LLC | 138 | $7.00K | 0.00% | +138 | New |
| Endurance Wealth Management, Inc. | 157 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 164 | $8.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 158 | $8.00K | 0.01% | +8+5.3% | Added |
| Tevis Investment Management | 155 | $8.00K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $8.00K | 0.00% | +150 | New |
| Atticus Wealth Management, LLC | 151 | $8.00K | 0.00% | +151 | New |
| Capital Advisory Group Advisory Services, LLC | 163 | $8.00K | 0.00% | +163 | New |
| Vectors Research Management, LLC | 166 | $9.00K | 0.00% | −1−0.6% | Reduced |
| Blume Capital Management, Inc. | 200 | $10.0K | 0.00% | −52,400−99.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 194 | $10.0K | 0.00% | −725−78.9% | Reduced |
| Hoese & Co LLP | 200 | $10.0K | 0.01% | −400−66.7% | Reduced |
| Essex Investment Management Co LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 234 | $12.0K | 0.00% | +234 | New |
| Heritage Wealth Advisors | 250 | $13.0K | 0.00% | −100−28.6% | Reduced |
| RWM Asset Management, LLC | 258 | $13.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 281 | $14.0K | 0.00% | +9+3.3% | Added |
| McIlrath & Eck, LLC | 270 | $14.0K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 300 | $15.0K | 0.00% | −75−20.0% | Reduced |
| Baldwin Brothers Inc | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 299 | $15.0K | 0.00% | +299 | New |
| Beaird Harris Wealth Management, LLC | 321 | $16.0K | 0.01% | +216+205.7% | Added |
| Acadian Asset Management LLC | 327 | $16.0K | 0.00% | +327 | New |
| Lee Financial Co | 341 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 354 | $18.0K | 0.00% | +354 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 362 | $19.0K | 0.01% | −29−7.4% | Reduced |
| Manchester Capital Management LLC | 372 | $19.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 375 | $19.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 376 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 368 | $19.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 371 | $19.0K | 0.00% | +321+642.0% | Added |
| MUFG Americas Holdings Corp | 397 | $20.0K | 0.00% | −33−7.7% | Reduced |
| Financial Perspectives, Inc | 395 | $20.3K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 415 | $21.0K | 0.01% | −59−12.4% | Reduced |
| Cubist Systematic Strategies, LLC | 411 | $21.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 414 | $21.0K | 0.01% | 00.0% | Unchanged |