| First Horizon Advisors, Inc. | 2 | $0 | 0.00% | −566−99.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $0 | 0.00% | −110−99.1% | Reduced |
| Charter Oak Capital Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2 | $0 | 0.00% | +2 | New |
| Cordant, Inc. | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Karlinski Andrew C | 1 | $0 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 5 | $755 | 0.00% | +2+66.7% | Added |
| Focused Wealth Management, Inc | 5 | $1.00K | 0.00% | −250−98.0% | Reduced |
| Whittier Trust Co | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| Schubert & Co | 5 | $1.00K | 0.00% | +4+400.0% | Added |
| Bessemer Group Inc | 5 | $1.00K | 0.00% | +5 | New |
| C M Bidwell & Associates Ltd | 7 | $1.00K | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Beacon Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 7 | $1.06K | 0.00% | −2−22.2% | Reduced |
| Econ Financial Services Corp | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 14 | $2.00K | 0.00% | +4+40.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $2.00K | 0.00% | +9+180.0% | Added |
| Toth Financial Advisory Corp | 15 | $2.00K | 0.00% | +15 | New |
| FinTrust Capital Advisors, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Sound Income Strategies, LLC | 16 | $2.00K | 0.00% | +16 | New |
| FNY Investment Advisers, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Sage Private Wealth Group, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Kathleen S. Wright Associates Inc. | 11 | $2.00K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 15 | $2.27K | 0.00% | −2−11.8% | Reduced |
| Stephens Consulting, LLC | 18 | $2.72K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 20 | $3.00K | 0.00% | −140−87.5% | Reduced |
| Mizuho Securities Co. Ltd. | 21 | $3.00K | 0.00% | +1+5.0% | Added |
| Bedel Financial Consulting, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 23 | $3.00K | 0.00% | +8+53.3% | Added |
| Meeder Asset Management Inc | 22 | $3.00K | 0.00% | +22 | New |
| Arlington Partners LLC | 19 | $3.00K | 0.00% | +19 | New |
| Beaird Harris Wealth Management, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Rockbridge Investment Management, LCC | 25 | $3.84K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 24 | $4.00K | 0.00% | −1,238−98.1% | Reduced |
| Smithfield Trust Co | 23 | $4.00K | 0.00% | −11−32.4% | Reduced |
| Peoples Financial Services Corp. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 24 | $4.00K | 0.00% | +21+700.0% | Added |
| Albion Financial Group | 25 | $4.00K | 0.00% | +25 | New |
| Column Capital Advisors, LLC | 28 | $4.00K | 0.00% | +28 | New |
| Selective Wealth Management, Inc. | 25 | $4.00K | 0.00% | +25 | New |
| Rise Advisors, LLC | 28 | $4.00K | 0.00% | +28 | New |
| Atlas Capital Advisors LLC | 33 | $4.98K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 33 | $5.00K | 0.00% | +8+32.0% | Added |
| Fieldpoint Private Securities, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Global Retirement Partners, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Hanson & Doremus Investment Management | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 38 | $6.00K | 0.00% | +38 | New |
| Westside Investment Management, Inc. | 50 | $7.00K | 0.00% | −50−50.0% | Reduced |
| Johnson Financial Group, Inc. | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 45 | $7.00K | 0.00% | +45 | New |
| Atwood & Palmer Inc | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 55 | $8.00K | 0.00% | +13+31.0% | Added |
| Bellevue Asset Management, LLC | 54 | $8.00K | 0.00% | +54 | New |
| Parkside Financial Bank & Trust | 59 | $9.00K | 0.00% | −41−41.0% | Reduced |
| Surevest, LLC | 61 | $9.00K | 0.00% | +61 | New |
| Earnest Partners LLC | 68 | $10.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 64 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 63 | $10.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 72 | $11.0K | 0.00% | −38−34.5% | Reduced |
| Assetmark, Inc | 72 | $11.0K | 0.00% | −22−23.4% | Reduced |
| Webster Bank, N. A. | 70 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 83 | $12.0K | 0.00% | −31−27.2% | Reduced |
| Lenox Wealth Advisors, LLC | 85 | $12.0K | 0.00% | −14−14.1% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 79 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 80 | $12.0K | 0.00% | +25+45.5% | Added |
| Glen Eagle Advisors, LLC | 84 | $12.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 83 | $13.0K | 0.00% | +56+207.4% | Added |
| TCWP LLC | 87 | $13.0K | 0.00% | +87 | New |
| Riverview Trust Co | 96 | $14.0K | 0.01% | +96 | New |
| Plante Moran Financial Advisors, LLC | 102 | $15.0K | 0.00% | −155−60.3% | Reduced |
| HM Payson & Co | 100 | $15.0K | 0.00% | −61−37.9% | Reduced |
| Anchor Investment Management, LLC | 111 | $16.8K | 0.00% | +111 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 110 | $17.0K | 0.00% | −207−65.3% | Reduced |