| JFS Wealth Advisors, LLC | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | −27−64.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $0 | 0.00% | −2−16.7% | Reduced |
| Bogart Wealth, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 29 | $0 | 0.00% | +29 | New |
| Whittier Trust Co of Nevada Inc | 7 | $0 | 0.00% | +7 | New |
| Lee Financial Co | 11 | $0 | 0.00% | +11 | New |
| ACG Wealth | 4 | $0 | 0.00% | +4 | New |
| Moisand Fitzgerald Tamayo, LLC | 30 | $0 | 0.00% | +30 | New |
| Sterling Investment Advisors, Ltd. | 25 | $0 | 0.00% | +25 | New |
| Total Clarity Wealth Management, Inc. | 30 | $0 | 0.00% | +30 | New |
| Danda Trouve Investment Management, Inc. | 6 | $0 | 0.00% | +6 | New |
| Urban Wealth Management, LLC | 30 | $0 | 0.00% | +30 | New |
| CoreCap Advisors, LLC | 25 | $0 | 0.00% | +25 | New |
| Ulland Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Quintet Private Bank (Europe) S.A. | 79 | $351 | 0.00% | +79 | New |
| Raffa Wealth Management, LLC | 30 | $407 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 47 | $637 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 100 | $1.00K | 0.00% | −542−84.4% | Reduced |
| Manchester Capital Management LLC | 65 | $1.00K | 0.00% | −152−70.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 100 | $1.00K | 0.00% | −39−28.1% | Reduced |
| Zions Bancorporation, N.A. | 95 | $1.00K | 0.00% | −18−15.9% | Reduced |
| Adirondack Trust Co | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 85 | $1.00K | 0.00% | +40+88.9% | Added |
| Tradewinds Capital Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 55 | $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 | 0.11% | 00.0% | Unchanged |
| Operose Advisors LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $1.00K | 0.00% | +55 | New |
| Clearview Wealth Advisors LLC | 50 | $1.00K | 0.00% | +50 | New |
| New Millennium Group LLC | 66 | $1.00K | 0.00% | +66 | New |
| Tyler-Stone Wealth Management | 75 | $1.00K | 0.00% | +75 | New |
| Steward Partners Investment Advisory, LLC | 115 | $2.00K | 0.00% | −160−58.2% | Reduced |
| Pittenger & Anderson Inc | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 180 | $2.00K | 0.00% | +5+2.9% | Added |
| Avion Wealth | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 184 | $2.00K | 0.00% | +184 | New |
| CNB Bank | 235 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 200 | $3.00K | 0.00% | +100+100.0% | Added |
| Trust Co of Vermont | 200 | $3.00K | 0.00% | +200 | New |
| Financial Synergies Wealth Advisors, Inc. | 250 | $3.39K | 0.00% | +250 | New |
| Parkside Financial Bank & Trust | 285 | $4.00K | 0.00% | −22−7.2% | Reduced |
| Ahrens Investment Partners LLC | 275 | $4.00K | 0.00% | +125+83.3% | Added |
| Harbour Investments, Inc. | 300 | $4.00K | 0.00% | +300 | New |
| Private Capital Group, LLC | 353 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 414 | $6.00K | 0.00% | −47−10.2% | Reduced |
| Zullo Investment Group, Inc. | 450 | $6.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 466 | $6.00K | 0.00% | +122+35.5% | Added |
| Ronald Blue Trust, Inc. | 256 | $6.00K | 0.00% | +256 | New |
| Johnson Midwest Financial, LLC | 505 | $7.00K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 437 | $7.00K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 562 | $8.00K | 0.01% | −499−47.0% | Reduced |
| Global Retirement Partners, LLC | 594 | $8.00K | 0.00% | +94+18.8% | Added |
| Creative Financial Designs Inc | 583 | $8.00K | 0.00% | +500+602.4% | Added |
| Rockbridge Investment Management, LCC | 661 | $8.96K | 0.00% | −706−51.6% | Reduced |
| Resources Management Corp | 762 | $10.0K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 754 | $10.0K | 0.01% | +754 | New |
| Ellevest, Inc. | 831 | $11.0K | 0.00% | −45−5.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 846 | $11.0K | 0.01% | +335+65.6% | Added |
| Parallel Advisors, LLC | 873 | $12.0K | 0.00% | −473−35.1% | Reduced |
| Quadrant Capital Group LLC | 858 | $12.0K | 0.00% | −284−24.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 1,063 | $14.0K | 0.00% | +307+40.6% | Added |
| Wagner Wealth Management, LLC | 1,054 | $14.0K | 0.01% | +1,054 | New |
| Heritage Financial Services, LLC | 1,060 | $14.0K | 0.01% | +1,060 | New |
| Caption Management, LLC | 1,100 | $15.0K | 0.00% | −15,000−93.2% | Reduced |
| Lindbrook Capital, LLC | 1,132 | $15.0K | 0.00% | −337−22.9% | Reduced |
| Proequities, Inc. | 1,168 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,282 | $17.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,375 | $19.0K | 0.00% | 00.0% | Unchanged |