| Bedel Financial Consulting, Inc. | 9 | $0 | 0.00% | −100−91.7% | Reduced |
| Gemmer Asset Management LLC | 16 | $0 | 0.00% | −60−78.9% | Reduced |
| Ten Capital Wealth Advisors, LLC | 3 | $0 | 0.00% | −14−82.4% | Reduced |
| Asset Dedication, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | +1 | New |
| Lenox Wealth Advisors, LLC | 15 | $0 | 0.00% | +15 | New |
| SOA Wealth Advisors, LLC. | 27 | $0 | 0.00% | +27 | New |
| Amplius Wealth Advisors, LLC | 16 | $0 | 0.00% | +16 | New |
| PFS Partners, LLC | 20 | $544 | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 30 | $816 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 27 | $1.00K | 0.00% | −86−76.1% | Reduced |
| Howe & Rusling Inc | 51 | $1.00K | 0.00% | −18−26.1% | Reduced |
| Central Trust Co | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $1.00K | 0.00% | −10−33.3% | Reduced |
| Disciplined Investments, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $1.00K | 0.00% | +15+375.0% | Added |
| Massmutual Trust Co FSB | 21 | $1.00K | 0.00% | +21 | New |
| EverSource Wealth Advisors, LLC | 55 | $1.00K | 0.00% | +55 | New |
| Rinkey Investments | 52 | $1.00K | 0.00% | +52 | New |
| TSFG, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Total Clarity Wealth Management, Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Operose Advisors LLC | 35 | $1.00K | 0.00% | +35 | New |
| Reilly Financial Advisors, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 75 | $2.00K | 0.00% | +75 | New |
| Leverty Financial Group, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Fifth Third Bancorp | 106 | $3.00K | 0.00% | −22,500−99.5% | Reduced |
| Private Capital Group, LLC | 124 | $3.00K | 0.00% | −200−61.7% | Reduced |
| Savior LLC | 100 | $3.00K | 0.00% | −67−40.1% | Reduced |
| Adirondack Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| NVWM, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Retirement Group, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Retirement Planning Co of New England, Inc. | 113 | $3.00K | 0.00% | +113 | New |
| CoreCap Advisors, LLC | 111 | $3.00K | 0.00% | +111 | New |
| Rise Advisors, LLC | 135 | $3.67K | 0.00% | +135 | New |
| Pittenger & Anderson Inc | 160 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 141 | $4.00K | 0.00% | −29−17.1% | Reduced |
| Avion Wealth | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 181 | $4.00K | 0.00% | +181 | New |
| Iron Horse Wealth Management, LLC | 150 | $4.00K | 0.00% | +150 | New |
| Steward Partners Investment Advisory, LLC | 200 | $5.00K | 0.00% | −160−44.4% | Reduced |
| Glassman Wealth Services | 181 | $5.00K | 0.00% | −32−15.0% | Reduced |
| Hoey Investments, Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 175 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Beaird Harris Wealth Management, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Atlas Capital Advisors LLC | 201 | $5.47K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 213 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 217 | $6.00K | 0.00% | +34+18.6% | Added |
| Carroll Financial Associates, Inc. | 210 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 203 | $6.00K | 0.00% | +116+133.3% | Added |
| CNB Bank | 235 | $6.00K | 0.00% | +235 | New |
| Covestor Ltd | 205 | $6.00K | 0.01% | +205 | New |
| Simon Quick Advisors, LLC | 250 | $7.00K | 0.00% | −281−52.9% | Reduced |
| Zions Bancorporation, N.A. | 243 | $7.00K | 0.00% | +200+465.1% | Added |
| Harbour Investments, Inc. | 300 | $8.00K | 0.00% | −9,967−97.1% | Reduced |
| Eaton Vance Management | 297 | $8.00K | 0.00% | −719−70.8% | Reduced |
| Cornerstone Advisory, LLC | 300 | $8.00K | 0.00% | +300 | New |
| First Bank & Trust | 342 | $9.00K | 0.00% | −400−53.9% | Reduced |
| Stonebridge Financial Planning Group, LLC | 600 | $9.00K | 0.00% | +400+200.0% | Added |
| Johnson Midwest Financial, LLC | 405 | $11.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 407 | $11.0K | 0.01% | +407 | New |
| Zullo Investment Group, Inc. | 450 | $12.0K | 0.01% | +450 | New |
| Tilia Fiduciary Partners, Inc. | 437 | $12.0K | 0.01% | +437 | New |
| AdvisorNet Financial, Inc | 461 | $13.0K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 509 | $13.0K | 0.00% | +509 | New |
| Rockefeller Capital Management L.P. | 515 | $14.0K | 0.00% | −12−2.3% | Reduced |
| Resources Management Corp | 533 | $14.0K | 0.00% | +531+26,550.0% | Added |
| RE Dickinson Investment Advisors, LLC | 511 | $14.0K | 0.01% | +511 | New |
| Ahrens Investment Partners LLC | 650 | $18.0K | 0.01% | +650 | New |
| Burleson & Company, LLC | 734 | $20.0K | 0.00% | +19+2.7% | Added |
| Wagner Wealth Management, LLC | 754 | $21.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 826 | $22.0K | 0.00% | +826 | New |