| Assetmark, Inc | 1 | $0 | 0.00% | −39−97.5% | Reduced |
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 11 | $0 | 0.00% | +2+22.2% | Added |
| MCF Advisors LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1 | $0 | 0.00% | +1 | New |
| Logan Capital Management Inc | 6 | $0 | 0.00% | +6 | New |
| Simon Quick Advisors, LLC | 23 | $0 | 0.00% | +23 | New |
| Ford Financial Group, LLC | 21 | $0 | 0.00% | +21 | New |
| WestEnd Advisors, LLC | – | $184 | 0.00% | – | New |
| Kelly Financial Services LLC | 5,457 | $207 | 0.01% | +5,353+5,147.1% | Added |
| Atlas Capital Advisors LLC | 33 | $869 | 0.00% | +33 | New |
| Independence Bank of Kentucky | 24 | $1.00K | 0.00% | −1,000−97.7% | Reduced |
| Versant Capital Management, Inc | 38 | $1.00K | 0.00% | −223−85.4% | Reduced |
| TFC Financial Management | 56 | $1.00K | 0.00% | −125−69.1% | Reduced |
| HBC Financial Services, PLLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $1.00K | 0.00% | −1−2.0% | Reduced |
| Wolff Wiese Magana LLC | 23 | $1.00K | 0.00% | +1+4.5% | Added |
| Beck Bode, LLC | 23 | $1.00K | 0.00% | +23 | New |
| San Francisco Sentry Investment Group (Ca) | 58 | $2.00K | 0.00% | −807−93.3% | Reduced |
| Endurance Wealth Management, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 111 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 67 | $2.00K | 0.00% | −16−19.3% | Reduced |
| Laurel Wealth Advisors LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| McClarren Financial Advisors, Inc. | 100 | $2.00K | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 98 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $2.64K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $2.64K | 0.00% | +100 | New |
| FormulaFolio Investments, LLC | 105 | $3.00K | 0.00% | −443−80.8% | Reduced |
| FinTrust Capital Advisors, LLC | 95 | $3.00K | 0.00% | −195−67.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 114 | $3.00K | 0.00% | −26−18.6% | Reduced |
| Rockbridge Investment Management, LCC | 95 | $3.00K | 0.00% | −58−37.9% | Reduced |
| Clearstead Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 130 | $3.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 114 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 128 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 127 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 122 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 121 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 100 | $3.00K | 0.00% | −13−11.5% | Reduced |
| Red Cedar Capital, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | – | $3.00K | 0.00% | – | – |
| John W. Brooker & Co., CPAs | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 104 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 100 | $3.00K | 0.00% | +100 | New |
| Personal Wealth Partners | 115 | $3.00K | 0.00% | +115 | New |
| Alaethes Wealth LLC | 100 | $3.00K | 0.00% | +100 | New |
| Brewin Dolphin Wealth Management Ltd | 150 | $3.95K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 166 | $4.00K | 0.00% | −5,000−96.8% | Reduced |
| Fieldpoint Private Securities, LLC | 170 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 142 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 168 | $4.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 166 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 193 | $5.00K | 0.00% | −158−45.0% | Reduced |
| South State Corp. | 185 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 176 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 200 | $5.00K | 0.00% | +200 | New |
| MV Capital Management, Inc. | 180 | $5.00K | 0.00% | +180 | New |
| Glen Eagle Advisors, LLC | 213 | $5.62K | 0.00% | +105+97.2% | Added |
| Washington Trust Co | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Motco | 236 | $6.00K | 0.00% | +136+136.0% | Added |
| CNB Bank | 225 | $6.00K | 0.00% | +100+80.0% | Added |
| Baldrige Asset Management LLC | 240 | $6.00K | 0.00% | +240 | New |
| Exchange Traded Concepts, LLC | 263 | $7.00K | 0.00% | −319−54.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 271 | $7.00K | 0.00% | −31−10.3% | Reduced |
| HHM Wealth Advisors, LLC | 284 | $7.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 270 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 273 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 270 | $7.00K | 0.01% | +50+22.7% | Added |