| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2 | $514 | 0.00% | −9−81.8% | Reduced |
| WestEnd Advisors, LLC | 2 | $514 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 2 | $515 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $771 | 0.00% | −8−72.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $771 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| PFG Private Wealth Management, LLC | 4 | $1.03K | 0.00% | −735−99.5% | Reduced |
| Colonial Trust Advisors | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 5 | $1.28K | 0.00% | +5 | New |
| Evermay Wealth Management LLC | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $1.37K | 0.00% | −280−98.2% | Reduced |
| TFC Financial Management | 6 | $1.54K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $1.71K | 0.00% | +3+100.0% | Added |
| Park Place Capital Corp | 7 | $1.80K | 0.00% | −2−22.2% | Reduced |
| Cape Investment Advisory, Inc. | 7 | $1.80K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $2.00K | 0.00% | −3−18.8% | Reduced |
| TSFG, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $2.06K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $2.06K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $2.06K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 9 | $2.31K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $3.08K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 12 | $3.08K | 0.00% | +4+50.0% | Added |
| Hollencrest Capital Management | 13 | $3.34K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $3.85K | 0.00% | −203−93.1% | Reduced |
| Fortis Group Advisors, LLC | 15 | $3.85K | 0.00% | +15 | New |
| Clear Street Markets LLC | 16 | $4.00K | 0.00% | −32−66.7% | Reduced |
| Winch Advisory Services, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 16 | $4.11K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 17 | $4.37K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 20 | $5.14K | 0.00% | +12+150.0% | Added |
| Operose Advisors LLC | 20 | $5.14K | 0.00% | +20 | New |
| Sugarloaf Wealth Management, LLC | 22 | $5.65K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 22 | $5.65K | 0.00% | +6+37.5% | Added |
| SJS Investment Consulting Inc. | 22 | $5.66K | 0.00% | +3+15.8% | Added |
| Castleview Partners, LLC | 23 | $5.91K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 23 | $5.91K | 0.00% | +23 | New |
| Byrne Asset Management LLC | 24 | $6.00K | 0.00% | +3+14.3% | Added |
| DHJJ Financial Advisors, Ltd. | 24 | $6.17K | 0.00% | +24 | New |
| Raleigh Capital Management Inc. | 25 | $6.42K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $6.43K | 0.00% | −4−13.8% | Reduced |
| Tower View Investment Management & Research LLC | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 28 | $7.20K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 28 | $7.20K | 0.00% | +28 | New |
| Gables Capital Management Inc. | 30 | $7.71K | 0.01% | −106−77.9% | Reduced |
| Barrett & Company, Inc. | 30 | $7.71K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 30 | $7.71K | 0.01% | +30 | New |
| ZRC Wealth Management, LLC | 30 | $7.71K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $7.97K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 31 | $7.97K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 33 | $8.48K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 33 | $8.48K | 0.00% | +10+43.5% | Added |
| Quintet Private Bank (Europe) S.A. | 34 | $8.73K | 0.00% | −1,079−96.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 34 | $8.74K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 35 | $9.00K | 0.01% | +25+250.0% | Added |
| Larson Financial Group LLC | 36 | $9.25K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 36 | $9.25K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 40 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $10.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $10.3K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 40 | $10.3K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 45 | $11.6K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 44 | $11.6K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 46 | $12.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 47 | $12.1K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 50 | $12.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $12.9K | 0.00% | −6−10.7% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $12.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 49 | $13.0K | 0.00% | −5−9.3% | Reduced |
| Roble, Belko & Company, Inc | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $13.1K | 0.00% | +5+10.9% | Added |
| Carolinas Wealth Consulting LLC | 56 | $13.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 55 | $14.1K | 0.01% | −2−3.5% | Reduced |
| Truvestments Capital LLC | 55 | $14.1K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 57 | $14.7K | 0.00% | +57 | New |
| Retirement Group, LLC | 59 | $15.2K | 0.01% | −5−7.8% | Reduced |
| Atlas Capital Advisors LLC | 60 | $15.4K | 0.00% | −28−31.8% | Reduced |
| Stonebridge Capital Advisors LLC | 60 | $15.4K | 0.00% | −29−32.6% | Reduced |
| Harbour Investments, Inc. | 60 | $15.4K | 0.00% | +17+39.5% | Added |
| Steward Financial Group LLC | 66 | $16.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 64 | $16.4K | 0.00% | −28−30.4% | Reduced |
| Venturi Wealth Management, LLC | 65 | $16.7K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 65 | $16.7K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 66 | $17.0K | 0.00% | +40+153.8% | Added |
| Hexagon Capital Partners LLC | 67 | $17.2K | 0.00% | −24−26.4% | Reduced |
| Harbor Investment Advisory, LLC | 67 | $17.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 69 | $17.7K | 0.01% | −13−15.9% | Reduced |
| West Paces Advisors Inc. | 70 | $18.0K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 71 | $18.2K | 0.00% | −37−34.3% | Reduced |
| Pacific Center for Financial Services | 71 | $18.2K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 72 | $18.5K | 0.00% | +42+140.0% | Added |
| Motco | 72 | $18.5K | 0.00% | −1−1.4% | Reduced |
| First Personal Financial Services | 74 | $19.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 75 | $19.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 75 | $19.3K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 75 | $19.3K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 79 | $20.0K | 0.00% | −2−2.5% | Reduced |