| Global Trust Asset Management, LLC | 1 | $0 | 0.00% | −100−99.0% | Reduced |
| St. Johns Investment Management Company, LLC | 1 | $0 | 0.00% | −39−97.5% | Reduced |
| Kelly Financial Services LLC | 5,837 | $24 | 0.00% | +5,813+24,220.8% | Added |
| WestEnd Advisors, LLC | – | $486 | 0.00% | – | New |
| Global Financial Private Client, LLC | 4 | $987 | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 6 | $1.00K | 0.00% | – | – |
| USA Financial Portformulas Corp | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Trustcore Financial Services, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Personal Wealth Partners | 12 | $3.00K | 0.00% | +12 | New |
| Delos Wealth Advisors, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Winch Advisory Services, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 20 | $5.00K | 0.00% | −21−51.2% | Reduced |
| Legacy Bridge, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 23 | $6.00K | 0.00% | +23 | New |
| Mark Sheptoff Financial Planning, LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $7.00K | 0.00% | +24+400.0% | Added |
| Parisi Gray Wealth Management | 30 | $7.00K | 0.00% | +30 | New |
| Pacifica Partners Inc. | 34 | $8.00K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 31 | $8.00K | 0.00% | +31 | New |
| Wolff Wiese Magana LLC | 36 | $9.00K | 0.01% | +7+24.1% | Added |
| Baldrige Asset Management LLC | 36 | $9.00K | 0.00% | +36 | New |
| NewSquare Capital LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 41 | $10.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 45 | $11.0K | 0.01% | −102−69.4% | Reduced |
| Heritage Wealth Management, LLC | 47 | $11.0K | 0.00% | −17−26.6% | Reduced |
| Rosenberg Matthew Hamilton | 46 | $11.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 44 | $11.0K | 0.01% | +44 | New |
| Hudock, Inc. | 51 | $12.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 55 | $13.0K | 0.01% | +55 | New |
| Resolute Partners Group | 59 | $14.0K | 0.00% | −3−4.8% | Reduced |
| Lowe Wealth Advisors, LLC | 60 | $15.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 63 | $15.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 63 | $15.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 60 | $15.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 63 | $15.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 64 | $16.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 65 | $16.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 64 | $16.0K | 0.00% | +20+45.5% | Added |
| Liberty Wealth Management LLC | 74 | $18.0K | 0.01% | −3−3.9% | Reduced |
| Independence Bank of Kentucky | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $18.2K | 0.01% | +12+19.0% | Added |
| Loomis Sayles & Co L P | 78 | $19.0K | 0.00% | −390,687−100.0% | Reduced |
| McIlrath & Eck, LLC | 78 | $19.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 80 | $19.0K | 0.01% | +10+14.3% | Added |
| SOA Wealth Advisors, LLC. | 78 | $19.0K | 0.00% | +23+41.8% | Added |
| WealthShield Partners, LLC | 86 | $21.0K | 0.00% | −1,931−95.7% | Reduced |
| Bogart Wealth, LLC | 89 | $22.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 93 | $23.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 93 | $23.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 95 | $24.0K | 0.01% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 100 | $24.0K | 0.01% | +100 | New |
| Eagle Bay Advisors LLC | 94 | $24.0K | 0.02% | +94 | New |
| Heritage Wealth Advisors | 102 | $24.7K | 0.00% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 99 | $25.1K | 0.02% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 106 | $26.0K | 0.00% | −117−52.5% | Reduced |
| Ogorek Anthony Joseph | 107 | $26.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 104 | $26.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 107 | $26.0K | 0.00% | +20+23.0% | Added |
| JFS Wealth Advisors, LLC | 109 | $27.0K | 0.00% | 00.0% | Unchanged |
| Lipe & Dalton | 111 | $27.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 115 | $28.0K | 0.01% | +69+150.0% | Added |
| Solstein Capital, LLC | 117 | $28.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 114 | $28.0K | 0.01% | 00.0% | Unchanged |
| Exos Asset Management LLC | 116 | $28.0K | 0.01% | +116 | New |
| Emfo, LLC | 123 | $30.0K | 0.03% | +123 | New |
| Penserra Capital Management LLC | 140 | $34.0K | 0.00% | +140 | New |
| Leelyn Smith, LLC | 141 | $34.0K | 0.01% | +141 | New |
| Bourgeon Capital Management LLC | 145 | $35.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 150 | $36.0K | 0.01% | −4,091−96.5% | Reduced |
| IAG Wealth Partners, LLC | 148 | $36.0K | 0.01% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 158 | $38.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 155 | $38.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 156 | $38.0K | 0.00% | −4−2.5% | Reduced |
| North Star Investment Management Corp. | 161 | $39.0K | 0.00% | +1+0.6% | Added |
| Tarbox Family Office, Inc. | 160 | $39.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 163 | $40.0K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 170 | $41.0K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 169 | $41.0K | 0.01% | −1−0.6% | Reduced |
| Aspire Private Capital, LLC | 167 | $41.0K | 0.01% | 00.0% | Unchanged |
| Motco | 172 | $42.0K | 0.00% | −24,483−99.3% | Reduced |
| Enterprise Financial Services Corp | 172 | $42.0K | 0.01% | −101−37.0% | Reduced |
| Sound Income Strategies, LLC | 172 | $42.0K | 0.01% | −20−10.4% | Reduced |
| Country Trust Bank | 172 | $42.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 176 | $43.0K | 0.00% | +35+24.8% | Added |
| Proffitt & Goodson Inc | 180 | $44.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 182 | $44.0K | 0.02% | 00.0% | Unchanged |