| Antonetti Capital Management LLC | 5 | $0 | 0.00% | −15−75.0% | Reduced |
| NewSquare Capital LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 4 | $0 | 0.00% | +4 | New |
| Coston, McIsaac & Partners | 9 | $0 | 0.00% | +9 | New |
| Absolute Capital Management, LLC | 6 | $385 | 0.00% | +6 | New |
| Halpern Financial, Inc. | 8 | $507 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 20 | $1.00K | 0.00% | −555−96.5% | Reduced |
| Capital Directions Investment Advisors, LLC | 0 | $1.00K | 0.00% | −25−100.0% | Reduced |
| Private Ocean, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $1.00K | 0.00% | −1−7.1% | Reduced |
| Godsey & Gibb Associates | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 10 | $1.00K | 0.00% | +10 | New |
| Morton Brown Family Wealth, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Barrett & Company, Inc. | 25 | $1.62K | 0.00% | +25 | New |
| WFA Asset Management Corp | 30 | $1.90K | 0.00% | 00.0% | Unchanged |
| Tobam | 24 | $2.00K | 0.00% | −3,821−99.4% | Reduced |
| Rise Advisors, LLC | 36 | $2.00K | 0.00% | −28−43.8% | Reduced |
| Kessler Investment Group, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 25 | $2.00K | 0.00% | +5+25.0% | Added |
| Bellevue Asset Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Macroview Investment Management LLC | 40 | $3.00K | 0.01% | −165−80.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 48 | $3.00K | 0.00% | −26−35.1% | Reduced |
| Albion Financial Group | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 54 | $3.00K | 0.00% | +33+157.1% | Added |
| Capital Advisors, Ltd. LLC | 51 | $3.00K | 0.00% | +51 | New |
| Community Bank, N.A. | 50 | $3.00K | 0.00% | +50 | New |
| Lee Financial Co | 59 | $4.00K | 0.00% | −12−16.9% | Reduced |
| Tradewinds Capital Management, LLC | 71 | $4.00K | 0.00% | +2+2.9% | Added |
| First National Bank of South Miami | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 70 | $4.00K | 0.00% | +29+70.7% | Added |
| Axiom Investment Management LLC | 62 | $4.00K | 0.01% | +62 | New |
| Front Row Advisors LLC | 70 | $4.00K | 0.00% | +70 | New |
| SJS Investment Consulting Inc. | 62 | $4.00K | 0.00% | +62 | New |
| Cetera Advisors LLC | 77,260 | $5.00K | 0.00% | +38,936+101.6% | Added |
| Worth Asset Management, LLC | 74 | $5.00K | 0.00% | −5−6.3% | Reduced |
| C M Bidwell & Associates Ltd | 100 | $6.00K | 0.00% | −3,690−97.4% | Reduced |
| Jones Financial Companies LLLP | 96 | $6.00K | 0.00% | −170−63.9% | Reduced |
| Old Second National Bank of Aurora | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 100 | $6.00K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $6.00K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 90 | $6.00K | 0.01% | +15+20.0% | Added |
| Addison Advisors LLC | 89 | $6.00K | 0.00% | +24+36.9% | Added |
| American Research & Management Co. | 101 | $6.00K | 0.00% | +101 | New |
| Atlas Capital Advisors LLC | 100 | $6.34K | 0.00% | −282−73.8% | Reduced |
| American State Bank (Iowa) | 107 | $6.78K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 116 | $7.00K | 0.00% | −4,444−97.5% | Reduced |
| Baillie Gifford & Co | 118 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 104 | $7.00K | 0.01% | +104 | New |
| Brown, Lisle/Cummings, Inc. | 120 | $7.60K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 120 | $8.00K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 131 | $8.66K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 144 | $9.00K | 0.01% | −1,949−93.1% | Reduced |
| Surevest, LLC | 145 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 160 | $10.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 175 | $11.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 175 | $11.0K | 0.00% | +15+9.4% | Added |
| Arcadia Investment Management Corp | 193 | $12.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 175 | $12.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 196 | $12.4K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 209 | $12.6K | 0.00% | +1+0.5% | Added |
| Credential Qtrade Securities Inc. | 200 | $12.7K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 198 | $13.0K | 0.00% | −483−70.9% | Reduced |
| Pacific Center for Financial Services | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 236 | $14.0K | 0.00% | −120−33.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 230 | $15.0K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 320 | $15.0K | 0.01% | +320 | New |
| Level Financial Advisors, Inc. | 246 | $16.0K | 0.01% | −31−11.2% | Reduced |
| Highlander Capital Management, LLC | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 267,250 | $17.0K | 0.00% | +99,874+59.7% | Added |
| Cohen & Steers, Inc. | 276 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 290 | $18.0K | 0.02% | −15−4.9% | Reduced |
| Princeton Global Asset Management LLC | 280 | $18.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 277 | $18.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 280 | $18.0K | 0.01% | +190+211.1% | Added |
| Kelly Financial Services LLC | 291 | $18.5K | 0.01% | +12+4.3% | Added |
| PrairieView Partners, LLC | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 307 | $19.0K | 0.01% | +307 | New |
| AlphaCentric Advisors LLC | 303 | $19.0K | 0.02% | +303 | New |