| Ci Investments Inc. | 29 | $0 | 0.00% | +2+7.4% | Added |
| Capital Advisors, Ltd. LLC | 359 | $0 | 0.00% | +359 | New |
| CarsonAllaria Wealth Management, Ltd. | 9 | $0 | 0.00% | +9 | New |
| Tfo-TDC, LLC | 1 | $5 | 0.00% | +1 | New |
| Gradient Investments LLC | 2 | $32 | 0.00% | −98−98.0% | Reduced |
| Fiduciary Alliance LLC | 17 | $274 | 0.00% | +17 | New |
| My Personal CFO, LLC | 19 | $306 | 0.00% | +19 | New |
| NewSquare Capital LLC | 20 | $322 | 0.00% | +20 | New |
| Coastal Capital Group, Inc. | 25 | $337 | 0.00% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 29 | $467 | 0.00% | +29 | New |
| Baker Avenue Asset Management, LP | 32 | $516 | 0.00% | +32 | New |
| Sutton Wealth Advisors Inc. | 33 | $532 | 0.00% | −9,512−99.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 50 | $806 | 0.00% | +10+25.0% | Added |
| Concord Wealth Partners | 58 | $934 | 0.00% | +58 | New |
| EverSource Wealth Advisors, LLC | 61 | $983 | 0.00% | −905−93.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 48 | $1.00K | 0.00% | −31−39.2% | Reduced |
| HBC Financial Services, PLLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 51 | $1.00K | 0.00% | +51 | New |
| GW&K Investment Management, LLC | 92 | $1.00K | 0.00% | +92 | New |
| Grove Bank & Trust | 75 | $1.00K | 0.00% | +75 | New |
| Old North State Trust, LLC | 39 | $1.00K | 0.00% | +39 | New |
| Bell Investment Advisors, Inc | 64 | $1.03K | 0.00% | −4−5.9% | Reduced |
| Farther Finance Advisors, LLC | 64 | $1.03K | 0.00% | +64 | New |
| SJS Investment Consulting Inc. | 67 | $1.08K | 0.00% | −966−93.5% | Reduced |
| Disciplined Investments, LLC | 71 | $1.14K | 0.00% | +58+446.2% | Added |
| SRS Capital Advisors, Inc. | 91 | $1.47K | 0.00% | +91 | New |
| Bellevue Asset Management, LLC | 100 | $1.61K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 100 | $1.61K | 0.00% | +100 | New |
| Lee Financial Co | 109 | $1.76K | 0.00% | −119−52.2% | Reduced |
| Richard W. Paul & Associates, LLC | 109 | $1.76K | 0.00% | +109 | New |
| Providence Capital Advisors, LLC | 115 | $1.85K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 105 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 150 | $2.02K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 129 | $2.08K | 0.00% | −101−43.9% | Reduced |
| Rise Advisors, LLC | 150 | $2.42K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 185 | $2.98K | 0.00% | +75+68.2% | Added |
| TSFG, LLC | 198 | $3.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 172 | $3.00K | 0.00% | +172 | New |
| Horan Securities, Inc. | 196 | $3.16K | 0.00% | +153+355.8% | Added |
| Salem Investment Counselors Inc | 200 | $3.22K | 0.00% | −949−82.6% | Reduced |
| Glen Eagle Advisors, LLC | 200 | $3.22K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 200 | $3.22K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 200 | $3.22K | 0.00% | +200 | New |
| Glass Jacobson Investment Advisors llc | 200 | $3.22K | 0.00% | +200 | New |
| BerganKDV Wealth Management, LLC | 215 | $3.46K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 220 | $3.54K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 239 | $3.85K | 0.00% | −12−4.8% | Reduced |
| West Oak Capital, LLC | 265 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 265 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 271 | $4.00K | 0.00% | +24+9.7% | Added |
| Boyd Watterson Asset Management LLC | 254 | $4.09K | 0.00% | +254 | New |
| South State Corp. | 290 | $4.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 299 | $4.82K | 0.00% | +150+100.7% | Added |
| Trustcore Financial Services, LLC | 300 | $4.83K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 288 | $4.99K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 292 | $5.00K | 0.00% | −45−13.4% | Reduced |
| Highlander Capital Management, LLC | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 314 | $5.06K | 0.00% | −1,557−83.2% | Reduced |
| Harbor Investment Advisory, LLC | 323 | $5.20K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 315 | $5.92K | 0.00% | +315 | New |
| Crewe Advisors LLC | 400 | $6.44K | 0.00% | −116−22.5% | Reduced |
| Geneos Wealth Management Inc. | 400 | $6.44K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 400 | $6.44K | 0.00% | +400 | New |
| Global Financial Private Client, LLC | 400 | $6.44K | 0.00% | +400 | New |
| Glassman Wealth Services | 423 | $6.82K | 0.00% | −12−2.8% | Reduced |
| Westside Investment Management, Inc. | 450 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 405 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 451 | $7.26K | 0.00% | +200+79.7% | Added |
| Belvedere Trading LLC | 469 | $7.56K | 0.00% | +469 | New |
| Smithfield Trust Co | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 498 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 500 | $8.00K | 0.01% | +250+100.0% | Added |
| Castleview Partners, LLC | 500 | $8.05K | 0.01% | −100−16.7% | Reduced |
| Hartford Financial Management Inc. | 500 | $8.05K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $8.05K | 0.00% | +500 | New |
| Riggs Asset Managment Co. Inc. | 513 | $8.26K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 530 | $8.54K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 550 | $8.86K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 508 | $9.00K | 0.01% | −200−28.2% | Reduced |
| Capital Analysts, LLC | 600 | $9.00K | 0.00% | +400+200.0% | Added |
| Align Wealth Management, LLC | 700 | $9.43K | 0.01% | +700 | New |
| Tortoise Investment Management, LLC | 600 | $9.67K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 600 | $9.67K | 0.00% | +300+100.0% | Added |
| Pathway Financial Advisers, LLC | 722 | $11.6K | 0.00% | +722 | New |
| Bessemer Group Inc | 720 | $12.0K | 0.00% | +290+67.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 752 | $12.0K | 0.00% | +752 | New |
| Beacon Capital Management, LLC | 754 | $12.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 755 | $12.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 794 | $12.8K | 0.00% | +64+8.8% | Added |
| Ronald Blue Trust, Inc. | 1,209 | $16.0K | 0.00% | +191+18.8% | Added |
| Bangor Savings Bank | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Advanced Asset Management Advisors Inc | 1,000 | $16.1K | 0.00% | +1,000 | New |
| Heritage Wealth Management, LLC | 1,040 | $16.8K | 0.00% | +143+15.9% | Added |
| Romano Brothers and Company | 1,100 | $17.7K | 0.00% | +1,100 | New |
| Sageworth Trust Co of South Dakota | 1,095 | $18.0K | 0.04% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 1,143 | $18.4K | 0.01% | +1,143 | New |
| Allworth Financial LP | 1,161 | $18.7K | 0.00% | +6+0.5% | Added |
| State of Wyoming | 1,216 | $19.6K | 0.01% | −6,094−83.4% | Reduced |