| Lake Point Wealth Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 12 | $0 | 0.00% | +12 | New |
| Certified Advisory Corp | 3 | $1.00K | 0.00% | −52−94.5% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3 | $1.00K | 0.00% | +3 | New |
| Dark Forest Capital Management LP | 2 | $1.00K | 0.00% | +2 | New |
| Better Money Decisions, LLC | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 4 | $1.94K | 0.00% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.94K | 0.00% | +4 | New |
| USA Financial Portformulas Corp | 5 | $2.00K | 0.00% | −6,054−99.9% | Reduced |
| Roble, Belko & Company, Inc | 5 | $2.00K | 0.00% | −11−68.8% | Reduced |
| Red Cedar Capital, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $3.00K | 0.00% | −5−45.5% | Reduced |
| Laurel Wealth Advisors LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 7 | $3.61K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $4.00K | 0.00% | −19−70.4% | Reduced |
| Bellwether Advisors, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 8 | $4.00K | 0.00% | +8 | New |
| Tfo-TDC, LLC | 8 | $4.00K | 0.00% | +8 | New |
| Rockbridge Investment Management, LCC | 9 | $4.37K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 10 | $5.00K | 0.01% | +1+11.1% | Added |
| FSC Wealth Advisors, LLC | 10 | $5.00K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 11 | $5.00K | 0.00% | +5+83.3% | Added |
| Tevis Investment Management | 10 | $5.00K | 0.00% | +10 | New |
| Worth Asset Management, LLC | 12 | $6.00K | 0.00% | −93−88.6% | Reduced |
| Pacific Center for Financial Services | 13 | $6.00K | 0.00% | +13 | New |
| Cranbrook Wealth Management, LLC | 15 | $7.00K | 0.00% | −37−71.2% | Reduced |
| WFA of San Diego, LLC | 14 | $7.00K | 0.01% | +14 | New |
| Financial Connections Group, Inc. | 17 | $8.00K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 17 | $8.00K | 0.01% | +17 | New |
| Castle Wealth Management LLC | 17 | $8.00K | 0.00% | +17 | New |
| Kelly Financial Services LLC | 18 | $8.90K | 0.00% | +1+5.9% | Added |
| Financial Avengers, Inc. | 19 | $9.00K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 18 | $9.00K | 0.00% | +18 | New |
| Syntal Capital Partners, LLC | 1,876 | $11.0K | 0.00% | −931−33.2% | Reduced |
| Aua Capital Management, LLC | 22 | $11.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 23 | $11.0K | 0.01% | +1+4.5% | Added |
| Steward Financial Group LLC | 24 | $11.0K | 0.01% | +24 | New |
| Parallax Volatility Advisers, L.P. | 25 | $12.0K | 0.00% | −20,518−99.9% | Reduced |
| Charter Oak Capital Management, LLC | 25 | $12.0K | 0.00% | −10−28.6% | Reduced |
| Macroview Investment Management LLC | 24 | $12.0K | 0.02% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 24 | $12.0K | 0.01% | +24 | New |
| Cascade Investment Advisors, Inc. | 25 | $12.1K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 27 | $13.0K | 0.00% | −15−35.7% | Reduced |
| First Bank & Trust | 27 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 21 | $13.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 29 | $14.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 30 | $15.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $15.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 31 | $15.0K | 0.00% | +5+19.2% | Added |
| Ritter Daniher Financial Advisory LLC | 31 | $15.0K | 0.01% | +31 | New |
| WR Wealth Planners, LLC | 32 | $15.4K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 33 | $16.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 33 | $16.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 36 | $17.0K | 0.01% | −6−14.3% | Reduced |
| First PREMIER Bank | 35 | $17.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 35 | $17.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 34 | $17.0K | 0.00% | +16+88.9% | Added |
| Estabrook Capital Management | 36 | $17.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $17.5K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 37 | $18.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 37 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 37 | $18.0K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 28 | $18.0K | 0.01% | +28 | New |
| Global Financial Private Client, LLC | 39 | $18.6K | 0.01% | −2−4.9% | Reduced |
| Costello Asset Management, INC | 40 | $19.0K | 0.02% | −196−83.1% | Reduced |
| Ahrens Investment Partners LLC | 40 | $19.0K | 0.01% | −5−11.1% | Reduced |
| City State Bank | 40 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 41 | $19.9K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 41 | $20.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 41 | $20.0K | 0.00% | +1+2.5% | Added |
| West Bancorporation Inc | 43 | $21.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 45 | $22.0K | 0.01% | +1+2.3% | Added |
| Clean Yield Group | 50 | $24.0K | 0.01% | −74−59.7% | Reduced |
| Disciplined Investments, LLC | 50 | $24.0K | 0.01% | −45−47.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 49 | $24.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 49 | $24.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 50 | $24.0K | 0.01% | +50 | New |
| Mascoma Wealth Management LLC | 52 | $25.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 51 | $25.0K | 0.02% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 45 | $25.0K | 0.01% | +1+2.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 53 | $26.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 53 | $26.0K | 0.01% | +11+26.2% | Added |
| Stephens Consulting, LLC | 55 | $26.7K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 56 | $27.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 55 | $27.0K | 0.03% | 00.0% | Unchanged |
| Schubert & Co | 55 | $27.0K | 0.03% | +24+77.4% | Added |