| USA Financial Portformulas Corp | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 38 | $0 | 0.00% | −17−30.9% | Reduced |
| Bellwether Advisors, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $92 | 0.00% | – | – |
| Eagle Bay Advisors LLC | 9 | $834 | 0.00% | +9 | New |
| Parallax Volatility Advisers, L.P. | 14 | $1.00K | 0.00% | −10,442−99.9% | Reduced |
| Jones Financial Companies LLLP | 9 | $1.00K | 0.00% | −291−97.0% | Reduced |
| Concord Wealth Partners | 12 | $1.00K | 0.00% | −190−94.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 15 | $1.00K | 0.00% | −15−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $1.00K | 0.00% | −9−56.3% | Reduced |
| Annapolis Financial Services, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Laurel Wealth Advisors LLC | 14 | $1.00K | 0.00% | +7+100.0% | Added |
| Rise Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Heritage Wealth Management, LLC | 11 | $1.02K | 0.00% | −8,771−99.9% | Reduced |
| Kelly Financial Services LLC | 12 | $1.11K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 14 | $1.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.67K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 24 | $2.00K | 0.00% | −178−88.1% | Reduced |
| First Financial Corp | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Ronald Blue Trust, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Castle Wealth Management LLC | 22 | $2.00K | 0.00% | +22 | New |
| West Paces Advisors Inc. | 24 | $2.22K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 34 | $3.00K | 0.00% | −23−40.4% | Reduced |
| Optimum Investment Advisors | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 31 | $3.00K | 0.00% | +6+24.0% | Added |
| Dividend Assets Capital, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Bell Investment Advisors, Inc | 28 | $3.00K | 0.00% | +28 | New |
| Financial Synergies Wealth Advisors, Inc. | 41 | $3.80K | 0.00% | +41 | New |
| Dark Forest Capital Management LP | 47 | $4.00K | 0.00% | −181−79.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 47 | $4.00K | 0.00% | +1+2.2% | Added |
| Toth Financial Advisory Corp | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motco | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 49 | $4.00K | 0.00% | +7+16.7% | Added |
| Manchester Capital Management LLC | 38 | $4.00K | 0.00% | +10+35.7% | Added |
| Schubert & Co | 46 | $4.00K | 0.00% | +30+187.5% | Added |
| Hillsdale Investment Management Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 51 | $5.00K | 0.00% | +51 | New |
| Wolff Wiese Magana LLC | 65 | $6.00K | 0.00% | −3,221−98.0% | Reduced |
| Larson Financial Group LLC | 70 | $6.00K | 0.00% | +1+1.4% | Added |
| Northwest Investment Counselors, LLC | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 79 | $7.00K | 0.00% | +56+243.5% | Added |
| New Millennium Group LLC | 75 | $7.00K | 0.01% | +75 | New |
| Fairfield Financial Advisors, LTD | 76 | $7.08K | 0.00% | −51−40.2% | Reduced |
| Whittier Trust Co | 82 | $8.00K | 0.00% | −5−5.7% | Reduced |
| Arlington Partners LLC | 88 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 87 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $8.00K | 0.00% | +3+3.5% | Added |
| Cribstone Capital Management, LLC | 82 | $8.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 90 | $8.00K | 0.00% | +90 | New |
| AdvisorNet Financial, Inc | 94 | $9.00K | 0.00% | −705−88.2% | Reduced |
| Evermay Wealth Management LLC | 100 | $9.00K | 0.00% | −100−50.0% | Reduced |
| Zions Bancorporation, N.A. | 100 | $9.00K | 0.00% | −70−41.2% | Reduced |
| Covington Capital Management | 100 | $9.00K | 0.00% | −28−21.9% | Reduced |
| Bourgeon Capital Management LLC | 102 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 95 | $9.00K | 0.00% | −12−11.2% | Reduced |
| Creative Financial Designs Inc | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 93 | $9.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 95 | $9.00K | 0.00% | +25+35.7% | Added |
| Crewe Advisors LLC | 101 | $9.00K | 0.00% | +101 | New |
| Fieldpoint Private Securities, LLC | 110 | $10.0K | 0.00% | −147−57.2% | Reduced |
| Aspire Private Capital, LLC | 111 | $10.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 103 | $10.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 106 | $10.0K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 115 | $10.0K | 0.01% | +115 | New |
| EverSource Wealth Advisors, LLC | 130 | $12.0K | 0.00% | −20−13.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 134 | $12.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 125 | $12.0K | 0.00% | +15+13.6% | Added |
| Catalyst Capital Advisors LLC | 131 | $12.0K | 0.00% | +17+14.9% | Added |