| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 242 | $37 | 0.00% | +242 | New |
| Wolff Wiese Magana LLC | 1 | $242 | 0.00% | −41−97.6% | Reduced |
| WestEnd Advisors, LLC | 1 | $242 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $242 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 1 | $242 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $242 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $483 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $483 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 2 | $483 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 2 | $483 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 3 | $725 | 0.00% | −26−89.7% | Reduced |
| Gradient Investments LLC | 3 | $725 | 0.00% | −6−66.7% | Reduced |
| Rosenberg Matthew Hamilton | 4 | $966 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 4 | $966 | 0.00% | +4 | New |
| Hantz Financial Services, Inc. | 4 | $1.00K | 0.00% | −139−97.2% | Reduced |
| Tompkins Financial Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3 | $1.00K | 0.00% | +3 | New |
| CarsonAllaria Wealth Management, Ltd. | 4 | $1.00K | 0.00% | +4 | New |
| Newbridge Financial Services Group, Inc. | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.21K | 0.00% | +2+66.7% | Added |
| Disciplined Investments, LLC | 6 | $1.45K | 0.00% | −10−62.5% | Reduced |
| Stonebridge Capital Advisors LLC | 6 | $1.45K | 0.00% | −4−40.0% | Reduced |
| Capital Advisors, Ltd. LLC | 128 | $2.00K | 0.00% | +108+540.0% | Added |
| DT Investment Partners, LLC | 9 | $2.17K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $2.17K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 9 | $2.17K | 0.00% | −2−18.2% | Reduced |
| Johnson Financial Group, Inc. | 10 | $2.42K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $2.42K | 0.00% | +10 | New |
| Crewe Advisors LLC | 11 | $2.66K | 0.00% | −30−73.2% | Reduced |
| Raffa Wealth Management, LLC | 11 | $2.66K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 12 | $2.90K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $2.90K | 0.00% | +8+200.0% | Added |
| Abound Wealth Management | 12 | $2.90K | 0.00% | +6+100.0% | Added |
| KB Financial Partners, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 13 | $3.14K | 0.00% | −31−70.5% | Reduced |
| Zullo Investment Group, Inc. | 13 | $3.14K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 14 | $3.38K | 0.00% | −1,252−98.9% | Reduced |
| West Branch Capital LLC | 14 | $3.38K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 14 | $3.38K | 0.00% | +14 | New |
| Carolinas Wealth Consulting LLC | 15 | $3.62K | 0.00% | +15 | New |
| Benjamin F. Edwards & Company, Inc. | 18 | $4.00K | 0.00% | −2−10.0% | Reduced |
| Stuart Chaussee & Associates, Inc. | 17 | $4.11K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 17 | $4.11K | 0.00% | +9+112.5% | Added |
| JFS Wealth Advisors, LLC | 19 | $4.59K | 0.00% | −98−83.8% | Reduced |
| BerganKDV Wealth Management, LLC | 19 | $4.59K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 19 | $4.59K | 0.00% | +19 | New |
| Core Alternative Capital | 20 | $4.83K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 21 | $5.00K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 20 | $5.00K | 0.00% | +20 | New |
| Montag A & Associates Inc | 22 | $5.32K | 0.00% | +22 | New |
| Laurel Wealth Advisors LLC | 23 | $5.56K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 24 | $5.80K | 0.00% | +7+41.2% | Added |
| Tyler-Stone Wealth Management | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $6.04K | 0.00% | −12−32.4% | Reduced |
| Osterweis Capital Management Inc | 25 | $6.04K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 25 | $6.04K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 25 | $6.04K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $6.04K | 0.00% | +25 | New |
| MV Capital Management, Inc. | 28 | $6.76K | 0.00% | −73−72.3% | Reduced |
| Creative Financial Designs Inc | 28 | $6.76K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 27 | $7.00K | 0.00% | +2+8.0% | Added |
| Global Retirement Partners, LLC | 29 | $7.01K | 0.00% | +11+61.1% | Added |
| CoreCap Advisors, LLC | 29 | $7.01K | 0.00% | +29 | New |
| Red Tortoise LLC | 29 | $7.01K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 31 | $7.49K | 0.00% | −12−27.9% | Reduced |
| Annapolis Financial Services, LLC | 32 | $7.73K | 0.00% | −19−37.3% | Reduced |
| Solstein Capital, LLC | 33 | $7.97K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 37 | $8.94K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 40 | $9.66K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 42 | $10.0K | 0.00% | +42 | New |
| Strengthening Families & Communities, LLC | 46 | $11.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 47 | $11.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 47 | $11.4K | 0.00% | +47 | New |
| Ancora Advisors, LLC | 49 | $12.0K | 0.00% | +3+6.5% | Added |
| GW&K Investment Management, LLC | 48 | $12.0K | 0.00% | +46+2,300.0% | Added |
| Farmers & Merchants Investments Inc | 56 | $13.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $13.5K | 0.00% | +7+14.3% | Added |
| Loomis Sayles & Co L P | 64 | $15.0K | 0.00% | −298−82.3% | Reduced |
| Massmutual Trust Co FSB | 63 | $15.0K | 0.00% | −22−25.9% | Reduced |
| Emerald Advisers, LLC | 64 | $15.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 68 | $16.4K | 0.00% | −1−1.4% | Reduced |
| Ellevest, Inc. | 69 | $16.7K | 0.00% | −240−77.7% | Reduced |
| Money Concepts Capital Corp | 70 | $16.9K | 0.00% | −63−47.4% | Reduced |
| Key Financial Inc | 79 | $17.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 76 | $18.4K | 0.00% | −91−54.5% | Reduced |
| CVA Family Office, LLC | 76 | $18.4K | 0.00% | −60−44.1% | Reduced |
| Capital Directions Investment Advisors, LLC | 80 | $19.3K | 0.01% | +80 | Added |
| JJJ Advisors Inc. | 77 | $19.4K | 0.01% | −136−63.8% | Reduced |
| Achmea Investment Management B.V. | 91 | $21.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 94 | $22.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 100 | $24.0K | 0.00% | −650−86.7% | Reduced |