| Massmutual Trust Co FSB | 6 | $0 | 0.00% | −150−96.2% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $0 | 0.00% | −51−82.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 2 | $0 | 0.00% | −37−94.9% | Reduced |
| MBM Wealth Consultants, LLC | 7 | $0 | 0.00% | −15−68.2% | Reduced |
| Concord Wealth Partners | 5 | $0 | 0.00% | −10−66.7% | Reduced |
| Rise Advisors, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 15 | $0 | 0.00% | +11+275.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $0 | 0.00% | −6−66.7% | Reduced |
| Farmers & Merchants Investments Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1 | $0 | 0.00% | −8−88.9% | Reduced |
| Marquette Asset Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 5 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 9 | $0 | 0.00% | +9 | New |
| Kelly Lawrence W & Associates Inc | 3 | $0 | 0.00% | +3 | New |
| Lee Financial Co | 6 | $0 | 0.00% | +6 | New |
| Creative Planning | 1 | $0 | 0.00% | +1 | New |
| Stuart Chaussee & Associates, Inc. | 7 | $0 | 0.00% | +7 | New |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | New |
| Rockbridge Investment Management, LCC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $82 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $82 | 0.00% | +2 | New |
| Halpern Financial, Inc. | 2 | $82 | 0.00% | +2 | New |
| Heritage Wealth Management, LLC | 3 | $123 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 5 | $205 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $246 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $328 | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 9 | $370 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 11 | $451 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 13 | $533 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $657 | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 12 | $1.00K | 0.00% | −401−97.1% | Reduced |
| Covestor Ltd | 15 | $1.00K | 0.00% | −195−92.9% | Reduced |
| Central Trust Co | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 19 | $1.00K | 0.00% | −11−36.7% | Reduced |
| First Bank & Trust | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 14 | $1.00K | 0.00% | −34−70.8% | Reduced |
| First Manhattan Co | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 13 | $1.00K | 0.00% | −16−55.2% | Reduced |
| Sandy Spring Bank | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 18 | $1.00K | 0.00% | −10−35.7% | Reduced |
| Johnson Financial Group, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 13 | $1.00K | 0.00% | −1−7.1% | Reduced |
| Horan Securities, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 26 | $1.00K | 0.00% | −1−3.7% | Reduced |
| PrairieView Partners, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 20 | $1.00K | 0.00% | −6−23.1% | Reduced |
| Aspire Private Capital, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $1.00K | 0.00% | −3−15.0% | Reduced |
| Addison Advisors LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 32 | $1.00K | 0.00% | +15+88.2% | Added |
| Operose Advisors LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 21 | $1.00K | 0.00% | −3−12.5% | Reduced |
| Beacon Capital Management, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 14 | $1.00K | 0.00% | +13+1,300.0% | Added |
| High Net Worth Advisory Group LLC | 20 | $1.00K | 0.00% | +13+185.7% | Added |
| Harbour Investments, Inc. | 24 | $1.00K | 0.00% | +24 | New |
| Motco | 24 | $1.00K | 0.00% | +24 | New |