| Sterling Investment Advisors, Ltd. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 13 | $0 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 29 | $631 | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 35 | $1.00K | 0.00% | −54−60.7% | Reduced |
| Sandy Spring Bank | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 40 | $1.00K | 0.00% | +40 | New |
| Horan Securities, Inc. | 39 | $1.00K | 0.00% | +39 | New |
| HHM Wealth Advisors, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Schubert & Co | 24 | $1.00K | 0.00% | +24 | New |
| Sutton Wealth Advisors Inc. | 48 | $1.04K | 0.00% | +48 | New |
| Raffa Wealth Management, LLC | 74 | $1.61K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 113 | $2.00K | 0.00% | −54−32.3% | Reduced |
| Financial Management Professionals, Inc. | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Beaird Harris Wealth Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| BerganKDV Wealth Management, LLC | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 159 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 143 | $3.00K | 0.00% | +39+37.5% | Added |
| Providence Capital Advisors, LLC | 115 | $3.00K | 0.00% | +115 | New |
| Proequities, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 198 | $4.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 170 | $4.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $4.00K | 0.00% | +200 | New |
| Tradition Wealth Management, LLC | 195 | $4.00K | 0.00% | +195 | New |
| Robbins Farley LLC | 200 | $4.00K | 0.00% | +200 | New |
| Rise Advisors, LLC | 200 | $4.35K | 0.00% | +200 | New |
| Wagner Wealth Management, LLC | 245 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 250 | $5.00K | 0.00% | +250 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 268 | $5.00K | 0.00% | +268 | New |
| South State Corp. | 290 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 279 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 265 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 266 | $6.00K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 281 | $6.00K | 0.00% | +73+35.1% | Added |
| Glassman Wealth Services | 299 | $7.00K | 0.00% | −1,557−83.9% | Reduced |
| Allworth Financial LP | 306 | $7.00K | 0.00% | −432−58.5% | Reduced |
| Highlander Capital Management, LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 288 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 326 | $7.00K | 0.00% | +40+14.0% | Added |
| Massmutual Trust Co FSB | 300 | $7.00K | 0.00% | +256+581.8% | Added |
| Lazard Asset Management LLC | 342 | $7.00K | 0.00% | +342 | New |
| Clearview Wealth Advisors LLC | 300 | $7.00K | 0.00% | +300 | New |
| Cornerstone Advisory, LLC | 408 | $8.00K | 0.00% | +408 | New |
| Farmers & Merchants Investments Inc | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 430 | $9.00K | 0.00% | +130+43.3% | Added |
| Castle Financial & Retirement Planning Associates, Inc. | 500 | $10.0K | 0.03% | +500 | New |
| Glen Eagle Advisors, LLC | 500 | $10.9K | 0.00% | −310−38.3% | Reduced |
| Sageworth Trust Co | 498 | $11.0K | 0.00% | −1,660−76.9% | Reduced |
| Eagle Bay Advisors LLC | 500 | $11.0K | 0.01% | +500 | Added |
| Smithfield Trust Co | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 500 | $11.0K | 0.01% | +500 | New |
| Ahrens Investment Partners LLC | 500 | $11.0K | 0.00% | +500 | New |
| Prestige Wealth Management Group LLC | 543 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 530 | $12.0K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 550 | $12.0K | 0.00% | +300+120.0% | Added |
| C M Bidwell & Associates Ltd | 619 | $13.0K | 0.01% | −7,390−92.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 600 | $13.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 600 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 600 | $13.0K | 0.00% | +200+50.0% | Added |
| Fortitude Advisory Group L.L.C. | 618 | $13.0K | 0.01% | +618 | New |
| Bogart Wealth, LLC | 711 | $15.0K | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 677 | $15.0K | 0.00% | +279+70.1% | Added |
| FSB Premier Wealth Management, Inc. | 692 | $15.0K | 0.01% | +692 | New |
| Harvest Fund Management Co., Ltd | 799 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 820 | $16.0K | 0.00% | +699+577.7% | Added |
| TAP Consulting, LLC | 755 | $16.0K | 0.00% | +755 | New |
| Core Wealth Advisors, Inc. | 760 | $17.0K | 0.01% | +280+58.3% | Added |
| Steward Financial Group LLC | 815 | $17.0K | 0.02% | +815 | New |
| McDonald Partners LLC | 830 | $18.1K | 0.02% | −60,578−98.6% | Reduced |
| Absolute Capital Management, LLC | 830 | $18.1K | 0.02% | +830 | New |
| Toth Financial Advisory Corp | 850 | $19.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 905 | $20.0K | 0.01% | +905 | New |
| Masso Torrence Wealth Management Inc. | 920 | $20.0K | 0.01% | +920 | New |
| NewSquare Capital LLC | 950 | $21.0K | 0.00% | −208,695−99.5% | Reduced |
| Parallel Advisors, LLC | 986 | $21.0K | 0.00% | −156−13.7% | Reduced |
| Larson Financial Group LLC | 1,042 | $23.0K | 0.00% | −1,504−59.1% | Reduced |
| Strengthening Families & Communities, LLC | 1,032 | $23.0K | 0.02% | +1,032 | New |
| Howe & Rusling Inc | 1,162 | $25.0K | 0.00% | +1,000+617.3% | Added |
| TTP Investments, Inc. | 1,140 | $25.0K | 0.02% | +1,140 | New |
| Signaturefd, LLC | 1,196 | $26.0K | 0.00% | −385−24.4% | Reduced |
| Umb Bank N A | 1,204 | $26.0K | 0.00% | +1,204 | New |
| Rational Advisors LLC | 1,196 | $26.0K | 0.00% | +1,196 | New |
| Tyler-Stone Wealth Management | 1,173 | $26.0K | 0.01% | +1,173 | New |
| Dark Forest Capital Management LP | 1,275 | $28.0K | 0.01% | +1,275 | New |
| Fieldpoint Private Securities, LLC | 1,390 | $30.0K | 0.01% | −105−7.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,500 | $33.0K | 0.02% | −1,750−53.8% | Reduced |
| Ulland Investment Advisors, LLC | 1,500 | $33.0K | 0.02% | +1,500 | New |
| Mark Sheptoff Financial Planning, LLC | 1,550 | $34.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,589 | $35.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 1,654 | $36.0K | 0.06% | +1,654 | New |
| Optimum Investment Advisors | 1,700 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,746 | $38.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,760 | $38.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,770 | $39.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,078 | $45.0K | 0.01% | +676+48.2% | Added |