| Syverson Strege & Co | 12 | $0 | 0.00% | −245−95.3% | Reduced |
| Iron Horse Wealth Management, LLC | 10 | $0 | 0.00% | −123−92.5% | Reduced |
| Ten Capital Wealth Advisors, LLC | 7 | $0 | 0.00% | −111−94.1% | Reduced |
| Financial Connections Group, Inc. | 14 | $0 | 0.00% | −36−72.0% | Reduced |
| Coastal Capital Group, Inc. | 11 | $0 | 0.00% | −1−8.3% | Reduced |
| Emerald Advisers, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $0 | 0.00% | +100 | New |
| Barrett & Company, Inc. | 1 | $46 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 2 | $83 | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 20 | $1.00K | 0.00% | −500−96.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 28 | $1.00K | 0.00% | −476−94.4% | Reduced |
| PrairieView Partners, LLC | 29 | $1.00K | 0.00% | −7−19.4% | Reduced |
| Cowen Prime Advisors LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motco | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Robinson Value Management, Ltd. | 34 | $1.00K | 0.00% | +34 | New |
| Retirement Group, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Financial Synergies Wealth Advisors, Inc. | 28 | $1.17K | 0.00% | −14−33.3% | Reduced |
| Evermay Wealth Management LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 55 | $2.00K | 0.00% | +50+1,000.0% | Added |
| Community Bank, N.A. | 37 | $2.00K | 0.00% | +37 | New |
| Cornerstone Management, Inc. | 50 | $2.08K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 61 | $2.54K | 0.00% | +61 | New |
| Hazlett, Burt & Watson, Inc. | 80 | $3.00K | 0.00% | +1+1.3% | Added |
| Piscataqua Savings Bank | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| JCSD Capital, LLC | 100 | $4.00K | 0.01% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $4.00K | 0.00% | +100 | New |
| Old Second National Bank of Aurora | 100 | $4.00K | 0.00% | +100 | New |
| Tfo-TDC, LLC | 103 | $4.00K | 0.00% | +103 | New |
| Sage Private Wealth Group, LLC | 101 | $4.00K | 0.01% | +101 | New |
| Cribstone Capital Management, LLC | 113 | $5.00K | 0.00% | −33−22.6% | Reduced |
| Toth Financial Advisory Corp | 129 | $5.00K | 0.00% | +1+0.8% | Added |
| Arcadia Investment Management Corp | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 115 | $5.00K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 114 | $5.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 117 | $5.00K | 0.00% | +1+0.9% | Added |
| Disciplined Investments, LLC | 117 | $5.00K | 0.00% | +45+62.5% | Added |
| Kelly Financial Services LLC | 140 | $5.84K | 0.00% | −51−26.7% | Reduced |
| Abound Wealth Management | 142 | $5.91K | 0.00% | +142 | New |
| Mizuho Securities Co. Ltd. | 147 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 148 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 135 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 150 | $6.00K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 170 | $7.00K | 0.00% | −115−40.4% | Reduced |
| Wagner Wealth Management, LLC | 167 | $7.00K | 0.01% | +1+0.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 183 | $7.63K | 0.00% | +183 | New |
| Surevest, LLC | 194 | $8.00K | 0.00% | −72−27.1% | Reduced |
| Princeton Global Asset Management LLC | 187 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 194 | $8.00K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 215 | $9.00K | 0.01% | −8−3.6% | Reduced |
| NewSquare Capital LLC | 205 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 224 | $9.00K | 0.00% | +169+307.3% | Added |
| HHM Wealth Advisors, LLC | 248 | $10.0K | 0.00% | −225−47.6% | Reduced |
| JJJ Advisors Inc. | 238 | $10.0K | 0.00% | −174−42.2% | Reduced |
| MBM Wealth Consultants, LLC | 230 | $10.0K | 0.00% | −116−33.5% | Reduced |
| Albion Financial Group | 228 | $10.0K | 0.00% | −45−16.5% | Reduced |
| Valley Forge Investment Consultants Inc Adv | 250 | $10.0K | 0.01% | +15+6.4% | Added |
| GPS Wealth Strategies Group, LLC | 241 | $10.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 250 | $10.0K | 0.00% | +98+64.5% | Added |
| Dark Forest Capital Management LP | 228 | $10.0K | 0.00% | +228 | New |
| Optiver Holding B.V. | 224 | $10.0K | 0.00% | +224 | New |
| Beacon Capital Management, LLC | 262 | $11.0K | 0.00% | −2,001−88.4% | Reduced |
| AlphaMark Advisors, LLC | 283 | $12.0K | 0.01% | −60−17.5% | Reduced |
| Wolff Wiese Magana LLC | 284 | $12.0K | 0.01% | +25+9.7% | Added |
| Loomis Sayles & Co L P | 292 | $12.0K | 0.00% | +95+48.2% | Added |
| Trust Co | 300 | $13.0K | 0.00% | −30−9.1% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 322 | $13.0K | 0.01% | +1+0.3% | Added |
| Horizons Wealth Management | 330 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 351 | $15.0K | 0.00% | −179−33.8% | Reduced |