| Covington Capital Management | 19 | $0 | 0.00% | −200−91.3% | Reduced |
| Salem Investment Counselors Inc | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 11 | $0 | 0.00% | +2+22.2% | Added |
| Central Trust Co | 21 | $0 | 0.00% | +21 | New |
| Howe & Rusling Inc | 25 | $0 | 0.00% | +25 | New |
| Delta Asset Management LLC | 10 | $0 | 0.00% | +10 | New |
| Chilton Capital Management LLC | 20 | $0 | 0.00% | +20 | New |
| Ionic Capital Management LLC | 6 | $0 | 0.00% | +6 | New |
| Signet Financial Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Horan Securities, Inc. | 1 | $0 | 0.00% | +1 | New |
| Future Financial Wealth Managment LLC | 18 | $0 | 0.00% | +18 | New |
| Addison Advisors LLC | 4 | $0 | 0.00% | +4 | New |
| Dark Forest Capital Management LP | 16 | $0 | 0.00% | +16 | New |
| Alaethes Wealth LLC | 27 | $0 | 0.00% | +27 | New |
| WestEnd Advisors, LLC | 3 | $53 | 0.00% | – | – |
| West Paces Advisors Inc. | 30 | $539 | 0.00% | +30 | New |
| Zions Bancorporation, N.A. | 78 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 76 | $1.00K | 0.00% | +14+22.6% | Added |
| Clearstead Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 60 | $1.00K | 0.00% | +38+172.7% | Added |
| Column Capital Advisors, LLC | 69 | $1.00K | 0.00% | +69 | New |
| Rather & Kittrell, Inc. | 80 | $1.00K | 0.00% | +80 | New |
| Surevest, LLC | 31 | $1.00K | 0.00% | +31 | New |
| Sierra Capital LLC | 50 | $1.00K | 0.00% | +50 | New |
| Concord Wealth Partners | 50 | $1.00K | 0.00% | +50 | New |
| Schubert & Co | 36 | $1.00K | 0.00% | +36 | New |
| Washington Trust Advisors, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Strengthening Families & Communities, LLC | 76 | $1.00K | 0.00% | +76 | New |
| Kelly Financial Services LLC | 81 | $1.46K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 93 | $1.67K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $1.80K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 139 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 107 | $2.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 93 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 117 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 127 | $2.00K | 0.00% | +76+149.0% | Added |
| Corsicana & Co. | 122 | $2.00K | 0.00% | +105+617.6% | Added |
| Bell Investment Advisors, Inc | 90 | $2.00K | 0.00% | +59+190.3% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 100 | $2.00K | 0.00% | +100 | New |
| City State Bank | 100 | $2.00K | 0.00% | +100 | New |
| Gibson Wealth Advisors LLC | 95 | $2.00K | 0.00% | +95 | New |
| PFS Partners, LLC | 135 | $2.42K | 0.00% | +135 | New |
| Cowen and Company, LLC | 146 | $3.00K | 0.00% | −1,106−88.3% | Reduced |
| Sound Income Strategies, LLC | 182 | $3.00K | 0.00% | −147−44.7% | Reduced |
| Crewe Advisors LLC | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 179 | $3.00K | 0.00% | +35+24.3% | Added |
| Cribstone Capital Management, LLC | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 192 | $3.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 138 | $3.00K | 0.00% | +1+0.7% | Added |
| Arlington Partners LLC | 185 | $3.00K | 0.00% | +185 | New |
| MV Capital Management, Inc. | 169 | $3.00K | 0.00% | +169 | New |
| Pasadena Private Wealth, LLC | 162 | $3.00K | 0.00% | +162 | New |
| RWM Asset Management, LLC | 145 | $3.00K | 0.00% | +145 | New |
| Rockbridge Investment Management, LCC | 214 | $4.00K | 0.00% | −65−23.3% | Reduced |
| Brown Brothers Harriman & Co | 245 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 228 | $4.00K | 0.00% | +4+1.8% | Added |
| Thompson Siegel & Walmsley LLC | 199 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 211 | $4.00K | 0.00% | +1+0.5% | Added |
| PYA Waltman Capital, LLC | 210 | $4.00K | 0.00% | +210 | New |
| Curi Capital | 260 | $4.00K | 0.00% | +260 | New |
| TSFG, LLC | 303 | $5.00K | 0.00% | +10+3.4% | Added |
| Tradition Wealth Management, LLC | 300 | $5.00K | 0.00% | −8−2.6% | Reduced |
| TCTC Holdings, LLC | 253 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 257 | $5.00K | 0.00% | −1−0.4% | Reduced |
| Bogart Wealth, LLC | 254 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 245 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 270 | $5.00K | 0.00% | +20+8.0% | Added |
| Creative Financial Designs Inc | 272 | $5.00K | 0.00% | +155+132.5% | Added |
| Stephens Consulting, LLC | 284 | $5.10K | 0.00% | +284 | New |
| Tortoise Investment Management, LLC | 330 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 352 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 315 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 311 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 343 | $6.00K | 0.00% | +43+14.3% | Added |
| Iron Horse Wealth Management, LLC | 311 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 360 | $6.00K | 0.00% | +360 | New |
| Hoese & Co LLP | 300 | $6.00K | 0.01% | +300 | New |
| Tevis Investment Management | 320 | $6.00K | 0.01% | +320 | New |
| Laurel Wealth Advisors LLC | 398 | $7.00K | 0.00% | −150−27.4% | Reduced |
| Harbor Investment Advisory, LLC | 383 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 391 | $7.00K | 0.00% | +391 | New |
| Byrne Asset Management LLC | 400 | $7.00K | 0.00% | +400 | New |
| Hudock, Inc. | 475 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 500 | $8.00K | 0.00% | +500 | New |