| Strengthening Families & Communities, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $1.68K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 1 | $2.00K | 0.00% | −3−75.0% | Reduced |
| Valley National Advisers Inc | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1 | $2.00K | 0.00% | +1 | New |
| Sierra Capital LLC | 2 | $3.00K | 0.00% | −34−94.4% | Reduced |
| Lee Financial Co | 2 | $3.00K | 0.00% | −4−66.7% | Reduced |
| Creative Financial Designs Inc | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $3.00K | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $3.00K | 0.00% | +2 | New |
| Atlas Capital Advisors LLC | 2 | $3.29K | 0.00% | −35−94.6% | Reduced |
| Financial Management Professionals, Inc. | 3 | $5.00K | 0.00% | −4−57.1% | Reduced |
| Prestige Wealth Management Group LLC | 3 | $5.00K | 0.00% | −1−25.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $5.00K | 0.00% | +1+50.0% | Added |
| First Command Bank | 3 | $5.00K | 0.00% | +3 | New |
| First Command Financial Services, Inc. | 3 | $5.00K | 0.00% | +3 | New |
| Horan Securities, Inc. | 4 | $6.00K | 0.00% | −2−33.3% | Reduced |
| Kelly Financial Services LLC | 4 | $6.57K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4 | $7.00K | 0.00% | −300−98.7% | Reduced |
| Hanson & Doremus Investment Management | 4 | $7.00K | 0.00% | −14−77.8% | Reduced |
| BDO Wealth Advisors, LLC | 4 | $7.00K | 0.00% | −2−33.3% | Reduced |
| Money Concepts Capital Corp | 4 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 4 | $7.00K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 4 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 4 | $7.00K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 4 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $8.00K | 0.00% | −1−16.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 5 | $8.00K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $8.00K | 0.00% | +2+66.7% | Added |
| CoreFirst Bank & Trust | 5 | $8.00K | 0.01% | +5 | New |
| Harbour Investments, Inc. | 5 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $9.00K | 0.00% | +4+200.0% | Added |
| Leelyn Smith, LLC | 6 | $10.0K | 0.00% | −28−82.4% | Reduced |
| Salem Investment Counselors Inc | 6 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $10.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 6 | $10.0K | 0.01% | +1+20.0% | Added |
| Dark Forest Capital Management LP | 6 | $10.0K | 0.00% | +6 | New |
| Householder Group Estate & Retirement Specialist, LLC | 7 | $11.0K | 0.00% | +7 | New |
| Tucker Asset Management LLC | 6 | $11.2K | 0.00% | +3+100.0% | Added |
| Sound Income Strategies, LLC | 7 | $12.0K | 0.00% | −1−12.5% | Reduced |
| Standard Family Office LLC | 7 | $12.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 7 | $12.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 7 | $12.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 8 | $13.0K | 0.00% | −10−55.6% | Reduced |
| Harding Loevner LP | 8 | $13.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 8 | $13.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 8 | $13.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 8 | $13.0K | 0.00% | +6+300.0% | Added |
| Almanack Investment Partners, LLC. | 8 | $13.0K | 0.00% | +8 | New |
| Credential Qtrade Securities Inc. | 9 | $14.8K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 9 | $14.8K | 0.01% | −2−18.2% | Reduced |
| Raffa Wealth Management, LLC | 9 | $14.8K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 9 | $15.0K | 0.00% | −2,101−99.6% | Reduced |
| Piscataqua Savings Bank | 9 | $15.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 9 | $15.0K | 0.01% | +9 | New |
| Carolinas Wealth Consulting LLC | 10 | $16.0K | 0.00% | −15−60.0% | Reduced |
| MV Capital Management, Inc. | 10 | $16.0K | 0.00% | −8−44.4% | Reduced |
| AdvisorNet Financial, Inc | 10 | $16.0K | 0.00% | −3−23.1% | Reduced |
| Roble, Belko & Company, Inc | 10 | $16.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 10 | $16.4K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 11 | $18.0K | 0.00% | −286−96.3% | Reduced |
| Abound Wealth Management | 12 | $19.7K | 0.01% | +12 | New |
| Kessler Investment Group, LLC | 12 | $20.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $20.0K | 0.01% | +7+140.0% | Added |
| Northwest Investment Counselors, LLC | 13 | $21.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 13 | $21.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 13 | $21.0K | 0.01% | +4+44.4% | Added |
| Versant Capital Management, Inc | 13 | $21.0K | 0.01% | +4+44.4% | Added |
| West Paces Advisors Inc. | 13 | $21.4K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 14 | $23.0K | 0.01% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 14 | $23.0K | 0.01% | +14 | New |
| Bank of New Hampshire | 15 | $25.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $25.0K | 0.01% | +15 | New |
| Asset Dedication, LLC | 15 | $26.0K | 0.00% | −2−11.8% | Reduced |
| CNB Bank | 16 | $26.0K | 0.02% | 00.0% | Unchanged |