| USA Financial Portformulas Corp | 7 | $0 | 0.00% | −216−96.9% | Reduced |
| Lenox Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $0 | 0.00% | +5 | New |
| Atlas Capital Advisors LLC | 8 | $541 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | −613−98.4% | Reduced |
| Eagle Bay Advisors LLC | 14 | $1.00K | 0.00% | −38−73.1% | Reduced |
| Column Capital Advisors, LLC | 14 | $1.00K | 0.00% | −24−63.2% | Reduced |
| TFC Financial Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.00K | 0.00% | +8 | New |
| Cassady Schiller Wealth Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 33 | $2.00K | 0.01% | +33 | New |
| Core Alternative Capital | 29 | $2.00K | 0.00% | +29 | New |
| Standard Family Office LLC | 28 | $2.00K | 0.02% | +28 | New |
| Curi Capital | 33 | $2.00K | 0.00% | +33 | New |
| Schubert & Co | 26 | $2.00K | 0.00% | +26 | New |
| Fortitude Advisory Group L.L.C. | 36 | $2.00K | 0.00% | +36 | New |
| First Financial Corp | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 51 | $3.00K | 0.00% | +51 | New |
| Sound Income Strategies, LLC | 43 | $3.00K | 0.00% | +43 | New |
| Optiver Holding B.V. | 45 | $3.00K | 0.00% | +45 | New |
| Missouri Trust & Investment Co | 50 | $3.00K | 0.00% | +50 | New |
| West Paces Advisors Inc. | 53 | $3.59K | 0.00% | −117−68.8% | Reduced |
| Raffa Wealth Management, LLC | 57 | $3.86K | 0.00% | −393−87.3% | Reduced |
| Westside Investment Management, Inc. | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 62 | $4.00K | 0.00% | +27+77.1% | Added |
| Newbridge Financial Services Group, Inc. | 79 | $5.00K | 0.00% | −552−87.5% | Reduced |
| Adirondack Trust Co | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 67 | $5.00K | 0.00% | +67 | New |
| Zullo Investment Group, Inc. | 70 | $5.00K | 0.00% | +70 | New |
| Cedar Mountain Advisors, LLC | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $6.00K | 0.00% | +96 | New |
| Cribstone Capital Management, LLC | 110 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 104 | $7.00K | 0.00% | +22+26.8% | Added |
| Asset Dedication, LLC | 105 | $7.00K | 0.00% | +70+200.0% | Added |
| Pittenger & Anderson Inc | 122 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 115 | $8.00K | 0.00% | −5−4.2% | Reduced |
| Exchange Traded Concepts, LLC | 116 | $8.00K | 0.00% | +1+0.9% | Added |
| Tarbox Family Office, Inc. | 115 | $8.00K | 0.00% | −2−1.7% | Reduced |
| Coastal Capital Group, Inc. | 119 | $8.00K | 0.00% | +11+10.2% | Added |
| Carolinas Wealth Consulting LLC | 117 | $8.00K | 0.00% | −1−0.8% | Reduced |
| Financial Avengers, Inc. | 111 | $8.00K | 0.00% | +1+0.9% | Added |
| Rather & Kittrell, Inc. | 132 | $8.00K | 0.01% | +132 | New |
| CarsonAllaria Wealth Management, Ltd. | 125 | $9.00K | 0.01% | +125 | New |
| Snowden Capital Advisors LLC | 139 | $9.00K | 0.00% | +139 | New |
| Valley National Advisers Inc | 155 | $10.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 153 | $10.0K | 0.00% | +153 | New |
| Retirement Planning Co of New England, Inc. | 162 | $10.0K | 0.00% | +162 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 157 | $10.0K | 0.01% | +157 | New |
| Brown Brothers Harriman & Co | 158 | $11.0K | 0.00% | −51−24.4% | Reduced |
| Investors Research Corp | 162 | $11.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 164 | $11.0K | 0.01% | +164 | New |
| Kelly Financial Services LLC | 170 | $11.5K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 195 | $13.0K | 0.01% | +195 | New |
| Amplius Wealth Advisors, LLC | 200 | $13.0K | 0.00% | +200 | New |
| Widmann Financial Services, Inc. | 199 | $13.0K | 0.01% | +199 | New |
| Covington Capital Management | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 202 | $14.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 200 | $14.0K | 0.01% | +200 | New |
| Fieldpoint Private Securities, LLC | 240 | $16.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 230 | $16.0K | 0.01% | +230 | New |
| Leverty Financial Group, LLC | 241 | $16.0K | 0.01% | +241 | New |
| Investmark Advisory Group LLC | 250 | $16.0K | 0.01% | +250 | New |
| Princeton Global Asset Management LLC | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 258 | $17.0K | 0.01% | +1+0.4% | Added |
| Tyler-Stone Wealth Management | 250 | $17.0K | 0.01% | +250 | New |
| Oakworth Capital, Inc. | 269 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 290 | $19.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 298 | $20.0K | 0.00% | −25−7.7% | Reduced |
| Duncker Streett & Co Inc | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 295 | $20.0K | 0.01% | +13+4.6% | Added |
| Signet Financial Management, LLC | 300 | $20.0K | 0.00% | +300 | New |
| Brown, Lisle/Cummings, Inc. | 310 | $21.0K | 0.01% | +310 | New |
| Enterprise Trust & Investment Co | 314 | $21.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 325 | $22.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $22.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 327 | $22.0K | 0.00% | +327 | New |
| EverSource Wealth Advisors, LLC | 328 | $22.0K | 0.01% | +328 | New |
| Gibson Wealth Advisors LLC | 329 | $22.0K | 0.02% | +329 | New |
| Albion Financial Group | 350 | $24.0K | 0.00% | −56−13.8% | Reduced |
| Country Trust Bank | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 347 | $24.0K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 383 | $26.0K | 0.00% | −11,391−96.7% | Reduced |
| Future Financial Wealth Managment LLC | 387 | $26.0K | 0.02% | +387 | New |
| Old North State Trust, LLC | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Equitec Proprietary Markets, LLC | 400 | $27.0K | 0.01% | +400 | New |
| Glen Eagle Advisors, LLC | 400 | $27.1K | 0.01% | 00.0% | Unchanged |
| First Quadrant L P | 412 | $28.0K | 0.00% | −200−32.7% | Reduced |
| Lumature Wealth Partners, LLC | 407 | $28.0K | 0.01% | +121+42.3% | Added |
| TAP Consulting, LLC | 417 | $28.0K | 0.01% | +417 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 429 | $29.0K | 0.00% | −529−55.2% | Reduced |
| Johnson Financial Group, Inc. | 425 | $29.0K | 0.00% | +425 | New |
| Covestor Ltd | 457 | $31.0K | 0.04% | +457 | New |
| Ulland Investment Advisors, LLC | 470 | $32.0K | 0.02% | +470 | New |
| Gs Investments, Inc. | 504 | $34.0K | 0.02% | 00.0% | Unchanged |