| State of Wyoming | 1 | $0 | 0.00% | −746−99.9% | Reduced |
| McClarren Financial Advisors, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 11 | $0 | 0.00% | +1+10.0% | Added |
| Larson Financial Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 9 | $0 | 0.00% | +9 | New |
| Ford Financial Group, LLC | 20 | $0 | 0.00% | +20 | New |
| Strategic Blueprint, LLC | 9 | $0 | 0.00% | +9 | New |
| WestEnd Advisors, LLC | – | $476 | 0.00% | – | New |
| Financial Perspectives, Inc | 15 | $714 | 0.00% | −678−97.8% | Reduced |
| Savior LLC | 28 | $1.00K | 0.00% | −146−83.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 38 | $1.00K | 0.00% | −129−77.2% | Reduced |
| M&R Capital Management Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Neo Ivy Capital Management | 29 | $1.00K | 0.00% | +29 | New |
| Estabrook Capital Management | 25 | $1.19K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 27 | $1.30K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 48 | $2.00K | 0.00% | −115−70.6% | Reduced |
| Standard Family Office LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 51 | $2.00K | 0.00% | +51 | New |
| Trustcore Financial Services, LLC | 63 | $3.00K | 0.00% | −201−76.1% | Reduced |
| JNBA Financial Advisors | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 53 | $3.00K | 0.00% | +1+1.9% | Added |
| Clearstead Advisors, LLC | 70 | $3.00K | 0.00% | +70 | New |
| Caldwell Trust Co | 66 | $3.14K | 0.00% | +66 | New |
| Smithfield Trust Co | 80 | $4.00K | 0.00% | −3,120−97.5% | Reduced |
| Baldwin Brothers Inc | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 93 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 92 | $4.00K | 0.00% | +92 | New |
| Red Door Wealth Management, LLC | 90 | $4.00K | 0.00% | +90 | New |
| Selective Wealth Management, Inc. | 100 | $5.00K | 0.00% | −800−88.9% | Reduced |
| Evolution Wealth Advisors, LLC | 111 | $5.00K | 0.00% | −139−55.6% | Reduced |
| Howe & Rusling Inc | 110 | $5.00K | 0.00% | +8+7.8% | Added |
| Central Bank & Trust Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 102 | $5.00K | 0.00% | +2+2.0% | Added |
| D'Orazio & Associates, Inc. | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 105 | $5.00K | 0.00% | −11−9.5% | Reduced |
| Center for Financial Planning, Inc. | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 115 | $5.00K | 0.00% | +88+325.9% | Added |
| Beck Bode, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Tradition Wealth Management, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 114 | $5.43K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 126 | $6.00K | 0.00% | −6−4.5% | Reduced |
| Gemmer Asset Management LLC | 124 | $6.00K | 0.00% | +11+9.7% | Added |
| Arkadios Wealth Advisors | 142 | $6.00K | 0.00% | +120+545.5% | Added |
| Altshuler Shaham Ltd | 135 | $6.00K | 0.00% | +135 | New |
| City Holding Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 159 | $8.00K | 0.00% | −452−74.0% | Reduced |
| Westside Investment Management, Inc. | 184 | $8.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 171 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 191 | $9.00K | 0.00% | −695−78.4% | Reduced |
| Hexagon Capital Partners LLC | 190 | $9.00K | 0.00% | −75−28.3% | Reduced |
| Enterprise Financial Services Corp | 186 | $9.00K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 184 | $9.00K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 199 | $9.00K | 0.00% | +199 | New |
| Alaethes Wealth LLC | 185 | $9.00K | 0.01% | +185 | New |
| Exchange Traded Concepts, LLC | 201 | $10.0K | 0.00% | −52,851−99.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 210 | $10.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 202 | $10.0K | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 229 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 227 | $11.0K | 0.00% | −5−2.2% | Reduced |
| Gradient Investments LLC | 226 | $11.0K | 0.00% | +9+4.1% | Added |
| Sandy Spring Bank | 236 | $11.0K | 0.00% | +236 | New |
| Zions Bancorporation, N.A. | 246 | $12.0K | 0.00% | −1,155−82.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 260 | $12.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 256 | $12.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 262 | $12.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 246 | $12.0K | 0.01% | −15−5.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 262 | $12.0K | 0.01% | +8+3.1% | Added |
| Anchor Investment Management, LLC | 255 | $12.1K | 0.00% | −308−54.7% | Reduced |
| BerganKDV Wealth Management, LLC | 283 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 266 | $13.0K | 0.00% | −16−5.7% | Reduced |
| Pacifica Partners Inc. | 280 | $13.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 289 | $14.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 290 | $14.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 290 | $14.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 278 | $15.0K | 0.01% | −86−23.6% | Reduced |
| Arrow Financial Corp | 320 | $15.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 319 | $15.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 308 | $15.0K | 0.00% | 00.0% | Unchanged |