| Private Ocean, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Western Pacific Wealth Management, LP | 2 | $0 | 0.00% | +2 | New |
| Oliver Lagore Vanvalin Investment Group | 2 | $0 | 0.00% | +2 | New |
| New Millennium Group LLC | 2 | $0 | 0.00% | +2 | New |
| Evermay Wealth Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $1.00K | 0.00% | +2+66.7% | Added |
| Johnson Financial Group, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Tfo-TDC, LLC | 4 | $1.00K | 0.00% | +4 | New |
| WFA of San Diego, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 9 | $1.78K | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 10 | $2.00K | 0.00% | −39−79.6% | Reduced |
| Longfellow Investment Management Co LLC | 8 | $2.00K | 0.00% | +1+14.3% | Added |
| ClariVest Asset Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $2.00K | 0.00% | +12 | New |
| Ci Investments Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 17 | $3.37K | 0.00% | −25−59.5% | Reduced |
| MCF Advisors LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $4.00K | 0.00% | +20 | New |
| Wolff Wiese Magana LLC | 18 | $4.00K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 21 | $4.16K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $4.95K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 25 | $5.00K | 0.00% | −5−16.7% | Reduced |
| West Branch Capital LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $5.00K | 0.01% | 00.0% | Unchanged |
| City State Bank | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 25 | $5.00K | 0.00% | +25 | New |
| Fairfield, Bush & Co. | 25 | $5.00K | 0.00% | +25 | New |
| AdvisorNet Financial, Inc | 25 | $5.00K | 0.00% | +25 | New |
| Quent Capital, LLC | 28 | $6.00K | 0.00% | −9−24.3% | Reduced |
| 1832 Asset Management L.P. | 35 | $7.00K | 0.00% | +15+75.0% | Added |
| Massmutual Trust Co FSB | 37 | $7.00K | 0.00% | +23+164.3% | Added |
| Ronald Blue Trust, Inc. | 29 | $7.00K | 0.00% | +29 | New |
| Bessemer Group Inc | 40 | $8.00K | 0.00% | −183−82.1% | Reduced |
| Creative Financial Designs Inc | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 38 | $8.00K | 0.00% | +12+46.2% | Added |
| PSI Advisors, LLC | 47 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $9.00K | 0.00% | +30+200.0% | Added |
| Bell Investment Advisors, Inc | 44 | $9.00K | 0.00% | +44 | New |
| Key Financial Inc | 50 | $10.0K | 0.01% | −491−90.8% | Reduced |
| Financial Management Professionals, Inc. | 50 | $10.0K | 0.00% | −15−23.1% | Reduced |
| Montag A & Associates Inc | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 55 | $11.0K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 55 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 51 | $11.0K | 0.00% | +2+4.1% | Added |
| Capital Advisors, Ltd. LLC | 60 | $12.0K | 0.00% | +9+17.6% | Added |
| JFS Wealth Advisors, LLC | 60 | $12.0K | 0.00% | +20+50.0% | Added |
| Prospera Financial Services Inc | 67 | $13.0K | 0.00% | −12−15.2% | Reduced |
| Earnest Partners LLC | 67 | $13.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 69 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 75 | $14.9K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 79 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 88 | $17.0K | 0.00% | −92−51.1% | Reduced |
| Glassman Wealth Services | 87 | $17.0K | 0.00% | +14+19.2% | Added |
| Crewe Advisors LLC | 84 | $17.0K | 0.00% | +84 | New |
| Neo Ivy Capital Management | 94 | $18.0K | 0.05% | −416−81.6% | Reduced |
| Lindbrook Capital, LLC | 96 | $19.0K | 0.00% | +43+81.1% | Added |
| Covington Capital Management | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 101 | $20.0K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 100 | $20.0K | 0.02% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 90 | $20.0K | 0.01% | +89+8,900.0% | Added |
| CoreCap Advisors, LLC | 101 | $20.0K | 0.00% | +101 | New |
| Venture Visionary Partners LLC | 104 | $20.6K | 0.00% | +104 | New |
| Disciplined Investments, LLC | 114 | $23.0K | 0.01% | +1+0.9% | Added |
| EverSource Wealth Advisors, LLC | 113 | $23.0K | 0.01% | +14+14.1% | Added |
| GPS Wealth Strategies Group, LLC | 119 | $24.0K | 0.01% | −433−78.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 132 | $26.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 132 | $26.0K | 0.00% | +72+120.0% | Added |
| Ahrens Investment Partners LLC | 144 | $29.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 150 | $30.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 150 | $30.0K | 0.01% | +150 | New |
| Whittier Trust Co | 171 | $34.0K | 0.00% | +4+2.4% | Added |
| Mizuho Securities Co. Ltd. | 140 | $36.0K | 0.01% | −100−41.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 198 | $39.0K | 0.01% | −20−9.2% | Reduced |
| Pinnacle Bancorp, Inc. | 197 | $39.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 198 | $39.2K | 0.00% | +25+14.5% | Added |
| Kelly Financial Services LLC | 199 | $39.4K | 0.02% | −17−7.9% | Reduced |
| Roble, Belko & Company, Inc | 201 | $40.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $40.0K | 0.01% | 00.0% | Unchanged |