| JJJ Advisors Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $0 | 0.00% | +13 | New |
| Cambridge Trust Co | 10 | $0 | 0.00% | +10 | New |
| Ford Financial Group, LLC | 21 | $0 | 0.00% | +21 | New |
| Addison Advisors LLC | 21 | $0 | 0.00% | +21 | New |
| Cassady Schiller Wealth Management, LLC | 8 | $0 | 0.00% | +8 | New |
| Life Planning Partners, Inc | 10 | $0 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 7 | $140 | 0.00% | – | – |
| Atlas Capital Advisors LLC | 33 | $663 | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 35 | $705 | 0.00% | +35 | New |
| Capital Advisors, Ltd. LLC | 31 | $1.00K | 0.00% | −569−94.8% | Reduced |
| McIlrath & Eck, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 48 | $1.00K | 0.00% | +48 | New |
| Lenox Wealth Advisors, LLC | 52 | $1.00K | 0.00% | +52 | New |
| Horan Securities, Inc. | 47 | $1.00K | 0.00% | +47 | New |
| Schubert & Co | 32 | $1.00K | 0.00% | +32 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 41 | $1.00K | 0.00% | +41 | New |
| Covestor Ltd | 57 | $1.00K | 0.00% | +57 | New |
| Johnson Financial Group, Inc. | 100 | $2.00K | 0.00% | −713−87.7% | Reduced |
| Massmutual Trust Co FSB | 101 | $2.00K | 0.00% | −480−82.6% | Reduced |
| Simon Quick Advisors, LLC | 75 | $2.00K | 0.00% | −449−85.7% | Reduced |
| Cribstone Capital Management, LLC | 88 | $2.00K | 0.00% | −300−77.3% | Reduced |
| Old North State Trust, LLC | 100 | $2.00K | 0.00% | −200−66.7% | Reduced |
| Washington Trust Co | 100 | $2.00K | 0.00% | −100−50.0% | Reduced |
| MV Capital Management, Inc. | 82 | $2.00K | 0.00% | −170−67.5% | Reduced |
| IAG Wealth Partners, LLC | 120 | $2.00K | 0.00% | −100−45.5% | Reduced |
| Clearstead Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 114 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 106 | $2.00K | 0.00% | −22−17.2% | Reduced |
| Tortoise Investment Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 122 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 121 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 76 | $2.00K | 0.00% | −49−39.2% | Reduced |
| Semmax Financial Advisors Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 123 | $2.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 111 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fure Financial Corp | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 101 | $2.00K | 0.00% | +14+16.1% | Added |
| FinTrust Capital Advisors, LLC | 100 | $2.00K | 0.00% | +5+5.3% | Added |
| Hoey Investments, Inc | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 100 | $2.00K | 0.00% | +100 | New |
| Assetmark, Inc | 100 | $2.00K | 0.00% | +100 | New |
| Rather & Kittrell, Inc. | 100 | $2.00K | 0.00% | +100 | New |
| Sierra Capital LLC | 115 | $2.00K | 0.00% | +115 | New |
| Bellevue Asset Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Disciplined Investments, LLC | 105 | $2.00K | 0.00% | +105 | New |
| Mechanics Financial Corp | 100 | $2.00K | 0.00% | +100 | New |
| Mach-1 Financial Group, Inc. | 103 | $2.00K | 0.00% | +103 | New |
| KB Financial Partners, LLC | 112 | $2.00K | 0.00% | +112 | New |
| Steward Financial Group LLC | 100 | $2.00K | 0.00% | +100 | New |
| Richwood Investment Advisors, LLC | 100 | $2.00K | 0.00% | +100 | New |
| McDonald Partners LLC | 100 | $2.01K | 0.00% | +100 | New |
| Absolute Capital Management, LLC | 100 | $2.01K | 0.00% | +100 | New |
| Rise Advisors, LLC | 100 | $2.01K | 0.00% | +100 | New |
| WFA Asset Management Corp | 100 | $2.01K | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 146 | $2.94K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 160 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 142 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 168 | $3.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 166 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 150 | $3.00K | 0.00% | +75+100.0% | Added |
| Concord Wealth Partners | 172 | $3.00K | 0.00% | +122+244.0% | Added |
| Wolff Wiese Magana LLC | 143 | $3.00K | 0.00% | +100+232.6% | Added |
| McClarren Financial Advisors, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Beaird Harris Wealth Management, LLC | 162 | $3.00K | 0.00% | +162 | New |
| KRS Capital Management, LLC | 166 | $3.00K | 0.00% | +166 | New |
| FSC Wealth Advisors, LLC | 155 | $3.00K | 0.00% | +155 | New |
| Tucker Asset Management LLC | 150 | $3.08K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 216 | $4.00K | 0.00% | −198−47.8% | Reduced |
| BerganKDV Wealth Management, LLC | 204 | $4.00K | 0.00% | −117−36.4% | Reduced |
| HHM Wealth Advisors, LLC | 200 | $4.00K | 0.00% | −84−29.6% | Reduced |
| RWM Asset Management, LLC | 195 | $4.00K | 0.00% | −100−33.9% | Reduced |
| Fieldpoint Private Securities, LLC | 181 | $4.00K | 0.00% | −70−27.9% | Reduced |
| Brown Brothers Harriman & Co | 193 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $4.00K | 0.00% | 00.0% | Unchanged |