| Providence Capital Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $0 | 0.00% | +4 | New |
| BerganKDV Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Gerber Kawasaki Wealth & Investment Management | 4 | $0 | 0.00% | +4 | New |
| Cordant, Inc. | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $211 | 0.00% | – | – |
| ClariVest Asset Management LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $1.00K | 0.03% | −10−58.8% | Reduced |
| Howe & Rusling Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $1.00K | 0.00% | +5 | New |
| Covington Capital Management | 6 | $1.00K | 0.00% | +6 | New |
| MCF Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| First Command Advisory Services, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| McCarthy Grittinger Financial Group, LLC | 17 | $1.80K | 0.00% | +17 | New |
| BBVA USA | 20 | $2.00K | 0.00% | −405−95.3% | Reduced |
| Carolinas Wealth Consulting LLC | 20 | $2.00K | 0.00% | −110−84.6% | Reduced |
| Copeland Capital Management, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 22 | $2.00K | 0.00% | +9+69.2% | Added |
| Delta Asset Management LLC | 18 | $2.00K | 0.00% | +18 | New |
| Cranbrook Wealth Management, LLC | 20 | $2.00K | 0.00% | +20 | New |
| First Command Bank | 18 | $2.00K | 0.00% | +18 | New |
| First Command Financial Services, Inc. | 18 | $2.00K | 0.00% | +18 | New |
| Concord Wealth Partners | 25 | $3.00K | 0.00% | −201−88.9% | Reduced |
| Versant Capital Management, Inc | 33 | $3.00K | 0.00% | −10−23.3% | Reduced |
| Atwood & Palmer Inc | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jackson Wealth Management, LLC | 18,339 | $4.00K | 0.05% | +15,011+451.1% | Added |
| Jones Financial Companies LLLP | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 42 | $4.00K | 0.00% | +6+16.7% | Added |
| Centerpoint Advisors, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 40 | $4.00K | 0.00% | +35+700.0% | Added |
| Meridian Wealth Partners, LLC | 41 | $4.00K | 0.00% | +41 | New |
| Red Tortoise LLC | 68 | $4.00K | 0.00% | +68 | New |
| Raffa Wealth Management, LLC | 38 | $4.02K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 40 | $4.23K | 0.00% | +2+5.3% | Added |
| Lee Financial Co | 50 | $5.00K | 0.00% | −34−40.5% | Reduced |
| Wealth Quarterback LLC | 44 | $5.00K | 0.00% | −9−17.0% | Reduced |
| Resolute Partners Group | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 44 | $5.00K | 0.00% | +9+25.7% | Added |
| Global Retirement Partners, LLC | 47 | $5.00K | 0.00% | +17+56.7% | Added |
| USA Financial Portformulas Corp | 43 | $5.00K | 0.00% | +27+168.8% | Added |
| Gs Investments, Inc. | 50 | $5.00K | 0.00% | +50 | New |
| CKW Financial Group | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 60 | $6.00K | 0.00% | +7+13.2% | Added |
| Hudock, Inc. | 60 | $6.00K | 0.00% | +39+185.7% | Added |
| Exane Derivatives | 61 | $6.45K | 0.00% | −625−91.1% | Reduced |
| Crescent Capital Consulting, LLC | 66 | $7.00K | 0.00% | −39−37.1% | Reduced |
| Evolution Wealth Advisors, LLC | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 65 | $7.00K | 0.00% | +65 | New |
| Pinnacle Bancorp, Inc. | 76 | $8.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 78 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 76 | $8.00K | 0.00% | +39+105.4% | Added |
| Accel Wealth Management | 87 | $9.00K | 0.01% | −20−18.7% | Reduced |
| Tarbox Family Office, Inc. | 94 | $10.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 102 | $11.0K | 0.00% | +102 | New |
| Financial Perspectives, Inc | 106 | $11.2K | 0.01% | +1+1.0% | Added |
| Liberty Wealth Management LLC | 113 | $12.0K | 0.00% | +1+0.9% | Added |
| Prestige Wealth Management Group LLC | 109 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 130 | $13.0K | 0.00% | +5+4.0% | Added |
| Pacifica Partners Inc. | 120 | $13.0K | 0.01% | +120 | New |
| Earnest Partners LLC | 137 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 144 | $15.0K | 0.00% | +1+0.7% | Added |
| Bell Investment Advisors, Inc | 142 | $15.0K | 0.00% | +142 | New |
| Glassman Wealth Services | 151 | $16.0K | 0.00% | +21+16.2% | Added |
| GeoWealth Management, LLC | 159 | $17.0K | 0.00% | −441−73.5% | Reduced |
| D'Orazio & Associates, Inc. | 172 | $18.0K | 0.00% | +172 | New |
| Toth Financial Advisory Corp | 176 | $19.0K | 0.00% | +20+12.8% | Added |
| Clean Yield Group | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 202 | $21.0K | 0.00% | +112+124.4% | Added |
| Macroview Investment Management LLC | 199 | $21.0K | 0.03% | +164+468.6% | Added |
| Loomis Sayles & Co L P | 195 | $21.0K | 0.00% | +195 | New |
| Clearview Wealth Advisors LLC | 200 | $21.0K | 0.01% | +200 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $21.1K | 0.03% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 225 | $24.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 235 | $25.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 257 | $27.0K | 0.01% | −2−0.8% | Reduced |
| Stonebridge Capital Advisors LLC | 253 | $27.0K | 0.00% | +100+65.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 274 | $29.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 270 | $29.0K | 0.00% | +270 | New |
| CenterStar Asset Management, LLC | – | $29.0K | 0.02% | – | New |
| MV Capital Management, Inc. | 287 | $30.0K | 0.00% | +21+7.9% | Added |
| Parkside Financial Bank & Trust | 283 | $30.0K | 0.01% | +25+9.7% | Added |
| Kowal Investment Group, LLC | 288 | $30.0K | 0.01% | +288 | New |
| Holloway Wealth Management, LLC | – | $32.0K | 0.01% | – | – |
| Capital Advisory Group Advisory Services, LLC | 300 | $32.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 318 | $34.0K | 0.00% | −30−8.6% | Reduced |
| Lloyd Advisory Services, LLC. | 324 | $34.0K | 0.02% | −3−0.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 335 | $35.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 351 | $37.0K | 0.01% | +50+16.6% | Added |
| Heritage Wealth Advisors | 359 | $38.0K | 0.00% | 00.0% | Unchanged |