| Castleview Partners, LLC | 1 | $0 | 0.00% | −646,762−100.0% | Reduced |
| State of Wyoming | 1 | $0 | 0.00% | −118−99.2% | Reduced |
| FourThought Financial, LLC | 2 | $0 | 0.00% | −10−83.3% | Reduced |
| Crewe Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Horan Securities, Inc. | 1 | $0 | 0.00% | +1 | New |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +3 | New |
| Cordant, Inc. | 2 | $0 | 0.00% | +2 | New |
| Beacon Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Archer Investment Corp | 1 | $145 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $509 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $1.00K | 0.00% | +4+400.0% | Added |
| C M Bidwell & Associates Ltd | 6 | $1.00K | 0.00% | +6 | New |
| Glen Eagle Advisors, LLC | 10 | $1.65K | 0.00% | +10 | New |
| Lazard Asset Management LLC | 18 | $2.00K | 0.00% | −1,468−98.8% | Reduced |
| TFC Financial Management | 12 | $2.00K | 0.00% | −42−77.8% | Reduced |
| Larson Financial Group LLC | 15 | $2.00K | 0.00% | −22−59.5% | Reduced |
| Sound Income Strategies, LLC | 10 | $2.00K | 0.00% | −12−54.5% | Reduced |
| Valley National Advisers Inc | 10 | $2.00K | 0.00% | −5−33.3% | Reduced |
| Gradient Investments LLC | 11 | $2.00K | 0.00% | −4−26.7% | Reduced |
| BerganKDV Wealth Management, LLC | 14 | $2.00K | 0.00% | −3−17.6% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Bogart Wealth, LLC | 10 | $2.00K | 0.00% | +10 | New |
| McCarthy Asset Management, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Financial Perspectives, Inc | 13 | $2.14K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $2.47K | 0.00% | −6−28.6% | Reduced |
| Old Second National Bank of Aurora | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $4.00K | 0.00% | −52−69.3% | Reduced |
| Parkside Financial Bank & Trust | 25 | $4.00K | 0.00% | −21−45.7% | Reduced |
| NVWM, LLC | 22 | $4.00K | 0.00% | −23−51.1% | Reduced |
| Financial Enhancement Group LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 22 | $4.00K | 0.00% | +5+29.4% | Added |
| Dravo Bay LLC | 25 | $4.12K | 0.00% | +25 | New |
| Sargent Bickham Lagudis LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 30 | $5.00K | 0.00% | +30 | New |
| GoalVest Advisory LLC | 30 | $5.00K | 0.00% | +30 | New |
| Manchester Capital Management LLC | 36 | $6.00K | 0.00% | −417−92.1% | Reduced |
| Stonebridge Capital Advisors LLC | 36 | $6.00K | 0.00% | −9−20.0% | Reduced |
| Covington Capital Management | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 35 | $6.00K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 36 | $6.00K | 0.01% | +36 | New |
| Bedel Financial Consulting, Inc. | 40 | $7.00K | 0.00% | −53−57.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $7.00K | 0.00% | +40 | New |
| Capital Advisory Group Advisory Services, LLC | 44 | $7.00K | 0.00% | +44 | New |
| Fortitude Advisory Group L.L.C. | 46 | $8.00K | 0.00% | −100−68.5% | Reduced |
| Toth Financial Advisory Corp | 50 | $8.00K | 0.00% | −7−12.3% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 46 | $8.00K | 0.00% | +1+2.2% | Added |
| Core Alternative Capital | 48 | $8.00K | 0.00% | +44+1,100.0% | Added |
| Addison Advisors LLC | 50 | $8.00K | 0.00% | +46+1,150.0% | Added |
| Hazlett, Burt & Watson, Inc. | 50 | $8.00K | 0.01% | +50 | New |
| CKW Financial Group | 50 | $8.00K | 0.00% | +50 | New |
| Global Trust Asset Management, LLC | 52 | $8.00K | 0.00% | +52 | New |
| Hartford Financial Management Inc. | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 60 | $10.0K | 0.00% | +34+130.8% | Added |
| Bartlett & Co. Wealth Management LLC | 65 | $10.7K | 0.00% | +65 | New |
| Glassman Wealth Services | 69 | $11.0K | 0.00% | −6−8.0% | Reduced |
| Iron Horse Wealth Management, LLC | 64 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 65 | $11.0K | 0.00% | +65 | New |
| Sterling Investment Advisors, Ltd. | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 75 | $12.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 75 | $12.0K | 0.00% | +2+2.7% | Added |
| Accel Wealth Management | 69 | $12.0K | 0.01% | +9+15.0% | Added |
| HC Financial Advisors Inc | 80 | $13.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 76 | $13.0K | 0.00% | +11+16.9% | Added |
| Rise Advisors, LLC | 81 | $13.0K | 0.01% | +49+153.1% | Added |
| Ogorek Anthony Joseph | 80 | $13.0K | 0.01% | +60+300.0% | Added |
| Capital Analysts, LLC | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 92 | $15.0K | 0.00% | −210−69.5% | Reduced |
| Riverview Trust Co | 91 | $15.0K | 0.01% | +91 | New |
| Fairfield Financial Advisors, LTD | 95 | $15.7K | 0.01% | +95 | New |
| Washington Trust Advisors, Inc. | 100 | $16.0K | 0.00% | −103−50.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 99 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $16.0K | 0.01% | +15+17.6% | Added |
| OpenView Management, LLC | 95 | $16.0K | 0.01% | +3+3.3% | Added |
| Hantz Financial Services, Inc. | 100 | $16.0K | 0.00% | +100 | New |
| Whittier Trust Co of Nevada Inc | 100 | $16.0K | 0.00% | +100 | New |
| Princeton Global Asset Management LLC | 100 | $16.0K | 0.00% | +100 | New |
| DeDora Capital, Inc. | 105 | $17.0K | 0.01% | +105 | New |
| Rockbridge Investment Management, LCC | 102 | $17.3K | 0.00% | +89+684.6% | Added |
| Itau Unibanco Holding S.A. | 111 | $18.0K | 0.00% | 00.0% | Unchanged |