| JJJ Advisors Inc. | 2 | $0 | 0.00% | −35−94.6% | Reduced |
| Lee Financial Co | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| WestEnd Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 990 | $0 | 0.00% | +990 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Bartlett & Co. Wealth Management LLC | 4 | $828 | 0.00% | −6−60.0% | Reduced |
| Neo Ivy Capital Management | 3 | $1.00K | 0.00% | −67−95.7% | Reduced |
| State of Wyoming | 3 | $1.00K | 0.00% | −59−95.2% | Reduced |
| Clearstead Advisors, LLC | 5 | $1.00K | 0.00% | −28−84.8% | Reduced |
| JFS Wealth Advisors, LLC | 7 | $1.00K | 0.00% | −6−46.2% | Reduced |
| Bartlett & Co. LLC | 4 | $1.00K | 0.00% | −6−60.0% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| Sound Income Strategies, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $1.00K | 0.00% | +6 | New |
| Community Bank, N.A. | 4 | $1.00K | 0.00% | +4 | New |
| Dark Forest Capital Management LP | 7 | $1.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $1.66K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | −11−52.4% | Reduced |
| Byrne Asset Management LLC | 12 | $2.00K | 0.00% | −10−45.5% | Reduced |
| Asset Dedication, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9 | $2.00K | 0.00% | +2+28.6% | Added |
| Edge Capital Group, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 11 | $2.00K | 0.00% | +6+120.0% | Added |
| Almanack Investment Partners, LLC. | 10 | $2.00K | 0.00% | +10 | New |
| Standard Family Office LLC | 11 | $2.00K | 0.00% | +11 | New |
| Thompson Siegel & Walmsley LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 20 | $4.00K | 0.00% | +8+66.7% | Added |
| Investors Research Corp | 17 | $4.00K | 0.00% | +8+88.9% | Added |
| Stephens Consulting, LLC | 24 | $4.97K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $5.00K | 0.00% | −12−33.3% | Reduced |
| Evoke Wealth, LLC | 26 | $5.00K | 0.00% | −11−29.7% | Reduced |
| Arlington Partners LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $6.00K | 0.00% | −6−17.1% | Reduced |
| Cambridge Trust Co | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 33 | $7.00K | 0.00% | −119−78.3% | Reduced |
| AdvisorNet Financial, Inc | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 35 | $7.00K | 0.00% | +18+105.9% | Added |
| Fairfield Financial Advisors, LTD | 38 | $7.87K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 37 | $8.00K | 0.00% | −4−9.8% | Reduced |
| Baldwin Brothers Inc | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 41 | $8.00K | 0.00% | +41 | New |
| Ronald Blue Trust, Inc. | 41 | $9.00K | 0.00% | +13+46.4% | Added |
| Earnest Partners LLC | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 46 | $9.70K | 0.01% | +46 | New |
| Sutton Wealth Advisors Inc. | 47 | $9.73K | 0.00% | +1+2.2% | Added |
| Farmers & Merchants Investments Inc | 48 | $10.0K | 0.00% | −7−12.7% | Reduced |
| GHP Investment Advisors, Inc. | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 49 | $10.0K | 0.00% | +3+6.5% | Added |
| Bogart Wealth, LLC | 47 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 46 | $10.0K | 0.00% | +22+91.7% | Added |
| Coastal Capital Group, Inc. | 55 | $11.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 55 | $11.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 51 | $11.0K | 0.00% | +9+21.4% | Added |
| Annapolis Financial Services, LLC | 53 | $11.0K | 0.00% | +53 | New |
| Sugarloaf Wealth Management, LLC | 54 | $12.0K | 0.00% | −156−74.3% | Reduced |
| MV Capital Management, Inc. | 57 | $12.0K | 0.00% | −2−3.4% | Reduced |
| Trustcore Financial Services, LLC | 60 | $12.0K | 0.00% | +60 | New |
| Vienna Asset Management LLC | 56 | $12.0K | 0.03% | +56 | New |
| Catalyst Capital Advisors LLC | 62 | $13.0K | 0.00% | −1−1.6% | Reduced |
| KB Financial Partners, LLC | 65 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $13.0K | 0.00% | +6+10.7% | Added |
| Pinnacle Financial Partners Inc | 65 | $13.0K | 0.00% | +65 | New |
| Zullo Investment Group, Inc. | 67 | $14.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 69 | $14.0K | 0.00% | +19+38.0% | Added |
| CVA Family Office, LLC | 70 | $14.0K | 0.00% | +30+75.0% | Added |
| Stonebridge Capital Advisors LLC | 73 | $15.0K | 0.00% | +3+4.3% | Added |
| Kistler-Tiffany Companies, LLC | 75 | $16.0K | 0.00% | −44−37.0% | Reduced |
| Bank of New Hampshire | 75 | $16.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 85 | $18.0K | 0.00% | −265−75.7% | Reduced |
| Money Concepts Capital Corp | 91 | $19.0K | 0.00% | −60−39.7% | Reduced |
| Harvest Fund Management Co., Ltd | 96 | $20.0K | 0.01% | +15+18.5% | Added |
| Providence First Trust Co | 95 | $20.0K | 0.01% | +95 | New |