| Fifth Third Bancorp | 3 | $0 | 0.00% | −2,001−99.9% | Reduced |
| Huntington National Bank | 9 | $0 | 0.00% | −89−90.8% | Reduced |
| Private Capital Group, LLC | 6 | $0 | 0.00% | −26−81.3% | Reduced |
| Asset Dedication, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 14 | $0 | 0.00% | +2+16.7% | Added |
| Central Trust Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 3 | $0 | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 5 | $0 | 0.00% | +5 | New |
| Stonebridge Capital Advisors LLC | 5 | $0 | 0.00% | +5 | New |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | +5 | New |
| GPS Wealth Strategies Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 7 | $0 | 0.00% | +7 | New |
| FNY Investment Advisers, LLC | 20 | $0 | 0.00% | +20 | New |
| Castle Wealth Management LLC | 2 | $0 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $37 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 13 | $479 | 0.00% | −4−23.5% | Reduced |
| Sutton Wealth Advisors Inc. | 23 | $847 | 0.00% | +12+109.1% | Added |
| Quadrant Capital Group LLC | 33 | $1.00K | 0.00% | −70−68.0% | Reduced |
| AdvisorNet Financial, Inc | 15 | $1.00K | 0.00% | −30−66.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $1.00K | 0.00% | +15+300.0% | Added |
| Plante Moran Financial Advisors, LLC | 26 | $1.00K | 0.00% | +26 | New |
| Vigilant Capital Management, LLC | 28 | $1.00K | 0.00% | +28 | New |
| Capital Advisors, Ltd. LLC | 19 | $1.00K | 0.00% | +19 | New |
| JJJ Advisors Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Bogart Wealth, LLC | 17 | $1.00K | 0.00% | +17 | New |
| CarsonAllaria Wealth Management, Ltd. | 24 | $1.00K | 0.00% | +24 | New |
| Tucker Asset Management LLC | 45 | $1.66K | 0.00% | +25+125.0% | Added |
| Atlas Capital Advisors LLC | 50 | $1.84K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 72 | $2.00K | 0.00% | −12,422−99.4% | Reduced |
| Focused Wealth Management, Inc | 60 | $2.00K | 0.00% | −249−80.6% | Reduced |
| NVWM, LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 65 | $2.00K | 0.00% | +10+18.2% | Added |
| SRS Capital Advisors, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 48 | $2.00K | 0.00% | +6+14.3% | Added |
| Core Alternative Capital | 41 | $2.00K | 0.00% | +12+41.4% | Added |
| Valley National Advisers Inc | 41 | $2.00K | 0.00% | +22+115.8% | Added |
| Global Retirement Partners, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 63 | $2.00K | 0.00% | +60+2,000.0% | Added |
| Massmutual Trust Co FSB | 53 | $2.00K | 0.00% | +53 | New |
| Selective Wealth Management, Inc. | 78 | $3.00K | 0.00% | −22−22.0% | Reduced |
| Optimum Investment Advisors | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 68 | $3.00K | 0.00% | −11−13.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 78 | $3.00K | 0.00% | +6+8.3% | Added |
| TFC Financial Management | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 81 | $3.00K | 0.00% | +81 | New |
| Total Clarity Wealth Management, Inc. | 92 | $3.00K | 0.00% | +92 | New |
| Bell Investment Advisors, Inc | 94 | $3.00K | 0.00% | +94 | New |
| Lindbrook Capital, LLC | 104 | $4.00K | 0.00% | −96−48.0% | Reduced |
| Earnest Partners LLC | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 117 | $4.00K | 0.00% | +15+14.7% | Added |
| Surevest, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Anchor Investment Management, LLC | 125 | $4.60K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 145 | $5.00K | 0.00% | −5−3.3% | Reduced |
| Addison Advisors LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 141 | $5.00K | 0.00% | +35+33.0% | Added |
| Washington Trust Co | 136 | $5.00K | 0.00% | +67+97.1% | Added |
| Activest Wealth Management | 125 | $5.00K | 0.00% | +79+171.7% | Added |
| Glassman Wealth Services | 132 | $5.00K | 0.00% | +116+725.0% | Added |
| Private Trust Co NA | 130 | $5.00K | 0.00% | +130 | New |
| Institutional & Family Asset Management, LLC | 159 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 166 | $6.00K | 0.00% | +2+1.2% | Added |
| Rise Advisors, LLC | 160 | $6.00K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 160 | $6.00K | 0.00% | 00.0% | Unchanged |
| ACG Wealth | 169 | $6.00K | 0.00% | +169 | New |
| State of Wyoming | 163 | $6.00K | 0.00% | +163 | New |
| Montag A & Associates Inc | 200 | $7.00K | 0.00% | −30−13.0% | Reduced |
| JNBA Financial Advisors | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 195 | $7.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 178 | $7.00K | 0.00% | +20+12.7% | Added |
| Clearview Wealth Advisors LLC | 180 | $7.00K | 0.01% | +27+17.6% | Added |
| Dark Forest Capital Management LP | 179 | $7.00K | 0.00% | +179 | New |
| Venture Visionary Partners LLC | 198 | $7.29K | 0.00% | +198 | New |
| Parkside Financial Bank & Trust | 220 | $8.00K | 0.00% | −194−46.9% | Reduced |
| Credit Agricole S A | 228 | $8.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 205 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 58 | $8.00K | 0.00% | +2+3.6% | Added |
| CX Institutional | 225 | $8.00K | 0.00% | +225 | New |
| Tradition Wealth Management, LLC | 250 | $9.00K | 0.00% | −75−23.1% | Reduced |
| 1832 Asset Management L.P. | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 260 | $9.00K | 0.00% | +30+13.0% | Added |
| Hall Laurie J Trustee | 265 | $10.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 280 | $10.0K | 0.01% | +180+180.0% | Added |
| Tradewinds Capital Management, LLC | 285 | $10.0K | 0.00% | +285 | New |
| Oakworth Capital, Inc. | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 300 | $11.0K | 0.01% | +200+200.0% | Added |