| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | −223−97.8% | Reduced |
| Global Trust Asset Management, LLC | 3 | $0 | 0.00% | −23−88.5% | Reduced |
| Resources Management Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $0 | 0.00% | +2+22.2% | Added |
| Raleigh Capital Management Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18 | $0 | 0.00% | +18 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1 | $0 | 0.00% | +1 | New |
| Optimum Investment Advisors | 10 | $0 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 13 | $0 | 0.00% | +13 | New |
| Selective Wealth Management, Inc. | 2 | $0 | 0.00% | +2 | New |
| PFG Private Wealth Management, LLC | 10 | $0 | 0.00% | +10 | New |
| WFA of San Diego, LLC | 10 | $0 | 0.00% | +10 | New |
| Worth Asset Management, LLC | 10 | $0 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 11 | $411 | 0.00% | – | – |
| Tucker Asset Management LLC | 22 | $823 | 0.00% | +22 | New |
| TFC Financial Management | 30 | $1.00K | 0.00% | −300−90.9% | Reduced |
| Private Ocean, LLC | 30 | $1.00K | 0.00% | −21−41.2% | Reduced |
| Heritage Wealth Advisors | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 27 | $1.00K | 0.00% | +27 | New |
| Johnson Financial Group, Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Rocky Mountain Advisers, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Better Money Decisions, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Steward Financial Group LLC | 28 | $1.00K | 0.00% | +28 | New |
| Brewin Dolphin Ltd | 19 | $1.00K | 0.00% | +19 | New |
| Kelly Financial Services LLC | 32 | $1.20K | 0.00% | +32 | New |
| Concord Wealth Partners | 47 | $2.00K | 0.00% | −593−92.7% | Reduced |
| Kozak & Associates, Inc. | 42 | $2.00K | 0.00% | −300−87.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 50 | $2.00K | 0.00% | −62−55.4% | Reduced |
| BCR Wealth Strategies, LLC | 50 | $2.00K | 0.00% | −20−28.6% | Reduced |
| Valley National Advisers Inc | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 49 | $2.00K | 0.00% | −11−18.3% | Reduced |
| First Bank & Trust | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 56 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 45 | $2.00K | 0.00% | +29+181.3% | Added |
| Loomis Sayles & Co L P | 45 | $2.00K | 0.00% | +45 | New |
| Lee Financial Co | 47 | $2.00K | 0.00% | +47 | New |
| Rise Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| CarsonAllaria Wealth Management, Ltd. | 65 | $2.00K | 0.00% | +65 | New |
| CVA Family Office, LLC | 85 | $3.00K | 0.00% | −1,295−93.8% | Reduced |
| Front Row Advisors LLC | 76 | $3.00K | 0.00% | −30−28.3% | Reduced |
| Capital Directions Investment Advisors, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 80 | $3.00K | 0.00% | +20+33.3% | Added |
| BerganKDV Wealth Management, LLC | 78 | $3.00K | 0.00% | +25+47.2% | Added |
| Bogart Wealth, LLC | 87 | $3.00K | 0.00% | +87 | New |
| Ellis Investment Partners, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Joseph P. Lucia & Associates, LLC | 85 | $3.00K | 0.00% | +85 | New |
| Bellevue Asset Management, LLC | 75 | $3.00K | 0.00% | +75 | New |
| Eagle Bay Advisors LLC | 106 | $3.96K | 0.00% | +61+135.6% | Added |
| Mizuho Securities Co. Ltd. | 88 | $4.00K | 0.00% | −660−88.2% | Reduced |
| Emerald Advisers, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 98 | $4.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 115 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 102 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 101 | $4.00K | 0.00% | +50+98.0% | Added |
| West Oak Capital, LLC | 110 | $4.00K | 0.00% | +90+450.0% | Added |
| Fairfield, Bush & Co. | 100 | $4.00K | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 100 | $4.00K | 0.00% | +100 | New |
| Assetmark, Inc | 100 | $4.00K | 0.00% | +100 | New |
| Bangor Savings Bank | 106 | $4.00K | 0.00% | +106 | New |
| Avion Wealth | 108 | $4.00K | 0.00% | +108 | New |
| Hoey Investments, Inc | 100 | $4.00K | 0.00% | +100 | New |
| Winch Advisory Services, LLC | 137 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 141 | $5.00K | 0.00% | +25+21.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 159 | $5.00K | 0.00% | +103+183.9% | Added |
| Johnson Midwest Financial, LLC | 130 | $5.00K | 0.01% | +100+333.3% | Added |
| Centerpoint Advisors, LLC | 170 | $6.00K | 0.00% | −25−12.8% | Reduced |
| Hartford Financial Management Inc. | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 151 | $6.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $7.00K | 0.00% | −1,945−90.7% | Reduced |
| Professional Financial Advisors, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 200 | $7.00K | 0.00% | +32+19.0% | Added |
| Trust Co of Vermont | 190 | $7.00K | 0.00% | +190 | New |
| Cordasco Financial Network | 192 | $7.00K | 0.01% | +192 | New |
| Legacy CG, LLC | 200 | $7.00K | 0.00% | +200 | New |
| Rockbridge Investment Management, LCC | 201 | $7.52K | 0.00% | +201 | New |
| Itau Unibanco Holding S.A. | 226 | $8.00K | 0.00% | −57,081−99.6% | Reduced |
| FourThought Financial, LLC | 210 | $8.00K | 0.00% | −59−21.9% | Reduced |