| Cambridge Trust Co | 5 | $0 | 0.00% | −509−99.0% | Reduced |
| Marquette Asset Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $0 | 0.00% | +4 | New |
| WR Wealth Planners, LLC | 5 | $445 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 7 | $624 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 10 | $891 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 16 | $1.00K | 0.00% | −8,808−99.8% | Reduced |
| Zions Bancorporation, N.A. | 7 | $1.00K | 0.00% | −1,141−99.4% | Reduced |
| HBC Financial Services, PLLC | 15 | $1.00K | 0.00% | −325−95.6% | Reduced |
| BDO Wealth Advisors, LLC | 16 | $1.00K | 0.00% | −84−84.0% | Reduced |
| AlphaMark Advisors, LLC | 15 | $1.00K | 0.00% | −6−28.6% | Reduced |
| Retirement Group, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 13 | $1.00K | 0.00% | +3+30.0% | Added |
| Kathleen S. Wright Associates Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $1.00K | 0.00% | +5+250.0% | Added |
| Investors Asset Management of Georgia Inc | 16 | $1.00K | 0.00% | +16 | New |
| Tfo-TDC, LLC | 7 | $1.00K | 0.00% | +7 | New |
| WFA of San Diego, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Horizons Wealth Management | 5 | $1.00K | 0.00% | +5 | New |
| GoalVest Advisory LLC | 23 | $2.00K | 0.00% | −238−91.2% | Reduced |
| O'Dell Group, LLC | 23 | $2.00K | 0.00% | −77−77.0% | Reduced |
| St. Johns Investment Management Company, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Estabrook Capital Management | 29 | $2.58K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 31 | $2.76K | 0.00% | +31 | New |
| Sutton Wealth Advisors Inc. | 32 | $2.85K | 0.00% | +17+113.3% | Added |
| Oliver Lagore Vanvalin Investment Group | 34 | $3.00K | 0.00% | −47−58.0% | Reduced |
| Concord Wealth Partners | 31 | $3.00K | 0.00% | −29−48.3% | Reduced |
| TFC Financial Management | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 34 | $3.00K | 0.00% | +5+17.2% | Added |
| Financial Management Professionals, Inc. | 44 | $4.00K | 0.00% | −20−31.3% | Reduced |
| Steward Financial Group LLC | 54 | $4.00K | 0.00% | −4−6.9% | Reduced |
| Logan Capital Management Inc | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 37 | $4.00K | 0.00% | +16+76.2% | Added |
| Sound Income Strategies, LLC | 49 | $4.00K | 0.00% | +45+1,125.0% | Added |
| Winch Advisory Services, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Coston, McIsaac & Partners | 50 | $4.00K | 0.00% | +50 | New |
| Carolinas Wealth Consulting LLC | 53 | $5.00K | 0.00% | −190−78.2% | Reduced |
| Fortis Advisors, LLC | 61 | $5.00K | 0.00% | −15−19.7% | Reduced |
| FSC Wealth Advisors, LLC | 55 | $5.00K | 0.04% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 49 | $5.00K | 0.00% | +5+11.4% | Added |
| Worth Asset Management, LLC | 64 | $5.00K | 0.00% | +4+6.7% | Added |
| Mizuho Securities Co. Ltd. | 29 | $5.00K | 0.00% | +1+3.6% | Added |
| WFA Asset Management Corp | 60 | $5.34K | 0.00% | +60 | New |
| Fairfield Financial Advisors, LTD | 67 | $5.97K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 71 | $6.00K | 0.00% | −97−57.7% | Reduced |
| IMA Wealth, Inc. | 71 | $6.00K | 0.00% | −75−51.4% | Reduced |
| SRS Capital Advisors, Inc. | 62 | $6.00K | 0.00% | −6−8.8% | Reduced |
| Bellevue Asset Management, LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 64 | $6.00K | 0.00% | +64 | New |
| IAG Wealth Partners, LLC | 76 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 77 | $7.00K | 0.00% | +50+185.2% | Added |
| HC Financial Advisors Inc | 75 | $7.00K | 0.00% | +75 | New |
| Byrne Asset Management LLC | 88 | $8.00K | 0.01% | −43−32.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 93 | $8.00K | 0.00% | +2+2.2% | Added |
| McIlrath & Eck, LLC | 94 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 86 | $8.00K | 0.00% | +5+6.2% | Added |
| Ellis Investment Partners, LLC | 95 | $8.00K | 0.00% | +20+26.7% | Added |
| Asset Dedication, LLC | 102 | $9.00K | 0.00% | −122−54.5% | Reduced |
| Atwood & Palmer Inc | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 105 | $9.00K | 0.00% | +12+12.9% | Added |
| Clean Yield Group | 96 | $9.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $9.00K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 101 | $9.00K | 0.00% | +101 | New |
| Patriot Financial Group Insurance Agency, LLC | 117 | $10.0K | 0.00% | −153−56.7% | Reduced |
| Optimum Investment Advisors | 113 | $10.0K | 0.01% | −95−45.7% | Reduced |
| Elequin Capital LP | 117 | $10.0K | 0.00% | −41−25.9% | Reduced |
| Pacifica Partners Inc. | 99 | $10.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 112 | $10.0K | 0.01% | +112 | New |
| Mach-1 Financial Group, Inc. | 120 | $10.0K | 0.01% | +120 | New |
| Dark Forest Capital Management LP | 116 | $10.0K | 0.00% | +116 | New |
| GHP Investment Advisors, Inc. | 126 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 128 | $11.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 125 | $11.0K | 0.00% | 00.0% | Unchanged |