| JJJ Advisors Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 15 | $0 | 0.00% | +15 | New |
| WestEnd Advisors, LLC | 11 | $467 | 0.00% | – | – |
| USA Financial Portformulas Corp | 24 | $1.00K | 0.00% | −22−47.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.00K | 0.00% | +18 | New |
| Lenox Wealth Advisors, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | +17 | New |
| Center for Financial Planning, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Addison Advisors LLC | 25 | $1.00K | 0.00% | +25 | New |
| Schubert & Co | 27 | $1.00K | 0.00% | +27 | New |
| Cassady Schiller Wealth Management, LLC | 28 | $1.00K | 0.00% | +28 | New |
| Stephens Consulting, LLC | 39 | $1.66K | 0.00% | +39 | New |
| IAG Wealth Partners, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 37 | $2.00K | 0.00% | +37 | New |
| Mark Sheptoff Financial Planning, LLC | 53 | $2.00K | 0.00% | +53 | New |
| City State Bank | 50 | $2.00K | 0.00% | +50 | New |
| McCarthy Grittinger Financial Group, LLC | 48 | $2.04K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 61 | $2.59K | 0.00% | +61 | New |
| Fure Financial Corp | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 105 | $4.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 99 | $4.00K | 0.00% | +26+35.6% | Added |
| Cedar Wealth Management, LLC | 96 | $4.00K | 0.00% | +96 | New |
| SJS Investment Consulting Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 102 | $4.00K | 0.00% | +102 | New |
| Logan Capital Management Inc | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 122 | $5.00K | 0.00% | +122 | New |
| Arcadia Investment Management Corp | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 148 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 131 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 136 | $6.00K | 0.01% | +136 | New |
| Mizuho Securities Co. Ltd. | 154 | $7.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 167 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 172 | $7.00K | 0.00% | +172 | New |
| Tyler-Stone Wealth Management | 167 | $7.00K | 0.00% | +167 | New |
| West Oak Capital, LLC | 200 | $8.00K | 0.00% | −500−71.4% | Reduced |
| John W. Brooker & Co., CPAs | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 192 | $8.00K | 0.00% | +42+28.0% | Added |
| Arlington Partners LLC | 181 | $8.00K | 0.00% | +181 | New |
| Core Alternative Capital | 188 | $8.00K | 0.00% | +188 | New |
| Ten Capital Wealth Advisors, LLC | 195 | $8.00K | 0.00% | +195 | New |
| Confluence Wealth Services, Inc. | 210 | $8.00K | 0.00% | +210 | New |
| Gemmer Asset Management LLC | 206 | $9.00K | 0.00% | −140−40.5% | Reduced |
| Sargent Bickham Lagudis LLC | 204 | $9.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 209 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 223 | $9.00K | 0.00% | +55+32.7% | Added |
| Chilton Capital Management LLC | 202 | $9.00K | 0.00% | +202 | New |
| Anchor Investment Management, LLC | 250 | $10.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 266 | $11.0K | 0.00% | −158−37.3% | Reduced |
| Asset Dedication, LLC | 263 | $11.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 253 | $11.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 265 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 258 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 273 | $12.0K | 0.00% | −1,099−80.1% | Reduced |
| Savior LLC | 289 | $12.0K | 0.01% | −116−28.6% | Reduced |
| NVWM, LLC | 275 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 300 | $12.7K | 0.00% | −5−1.6% | Reduced |
| Eagle Bay Advisors LLC | 308 | $13.0K | 0.01% | −254−45.2% | Reduced |
| Hoey Investments, Inc | 300 | $13.0K | 0.00% | −200−40.0% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 325 | $13.0K | 0.01% | +325 | New |
| Raffa Wealth Management, LLC | 319 | $13.6K | 0.00% | +85+36.3% | Added |
| Holloway Wealth Management, LLC | – | $14.0K | 0.00% | – | – |
| Howe & Rusling Inc | 322 | $14.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 337 | $14.0K | 0.00% | +337 | New |
| Washington Trust Advisors, Inc. | 333 | $14.0K | 0.00% | +333 | New |
| TD Ameritrade Investment Management, LLC | 359 | $15.0K | 0.00% | −90−20.0% | Reduced |
| Bell Investment Advisors, Inc | 361 | $15.0K | 0.00% | −18−4.7% | Reduced |
| Larson Financial Group LLC | 388 | $16.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 378 | $16.1K | 0.01% | −182−32.5% | Reduced |
| Cutler Group LP | 403 | $17.0K | 0.00% | −127−24.0% | Reduced |
| Ancora Advisors, LLC | 409 | $17.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $17.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 401 | $17.0K | 0.00% | +401 | New |
| Johnson Financial Group, Inc. | 394 | $17.0K | 0.00% | +394 | New |
| Johnson Midwest Financial, LLC | 416 | $18.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 431 | $18.0K | 0.00% | +91+26.8% | Added |
| Loomis Sayles & Co L P | 478 | $20.0K | 0.00% | −60−11.2% | Reduced |
| Northern Oak Wealth Management Inc | 500 | $21.0K | 0.00% | 00.0% | Unchanged |