| Clear Investment Research, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1 | $0 | 0.00% | +1 | New |
| Rinkey Investments | 3 | $0 | 0.00% | +3 | New |
| Brown, Lisle/Cummings, Inc. | 3 | $757 | 0.00% | +3 | New |
| Horrell Capital Management, Inc. | 3 | $1.00K | 0.00% | −10−76.9% | Reduced |
| Meeder Asset Management Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | +2 | New |
| Fortis Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| PrairieView Partners, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Steward Financial Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| Ahl Investment Management, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Rise Advisors, LLC | 6 | $1.51K | 0.00% | +6 | New |
| Tucker Asset Management LLC | 7 | $1.80K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| Lazard Asset Management LLC | 9 | $2.00K | 0.00% | +9 | New |
| Arlington Partners LLC | 6 | $2.00K | 0.00% | +6 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 10 | $2.00K | 0.01% | +10 | New |
| TAP Consulting, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Robbins Farley LLC | 6 | $2.00K | 0.00% | +6 | New |
| Covestor Ltd | 6 | $2.00K | 0.00% | +6 | New |
| Confluence Wealth Services, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Cedar Mountain Advisors, LLC | 10 | $3.00K | 0.00% | −90−90.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 13 | $3.00K | 0.00% | −37−74.0% | Reduced |
| Winch Advisory Services, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Blue Bell Private Wealth Management, LLC | 10 | $3.00K | 0.00% | +10 | New |
| RE Dickinson Investment Advisors, LLC | 13 | $3.00K | 0.00% | +13 | New |
| PFS Partners, LLC | 15 | $3.79K | 0.00% | +15 | New |
| O'Dell Group, LLC | 15 | $4.00K | 0.00% | −101−87.1% | Reduced |
| Cordasco Financial Network | 17 | $4.00K | 0.00% | −16−48.5% | Reduced |
| Tower View Investment Management & Research LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 17 | $4.00K | 0.00% | +16+1,600.0% | Added |
| Cambridge Trust Co | 16 | $4.00K | 0.00% | +16 | New |
| West Oak Capital, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Baystate Wealth Management LLC | 15 | $4.00K | 0.00% | +15 | New |
| Cribstone Capital Management, LLC | 17 | $4.00K | 0.00% | +17 | New |
| Horan Securities, Inc. | 17 | $4.00K | 0.00% | +17 | New |
| Disciplined Investments, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Iron Horse Wealth Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 14 | $4.00K | 0.00% | +14 | New |
| Raleigh Capital Management Inc. | 15 | $4.00K | 0.00% | +15 | New |
| Gemmer Asset Management LLC | 20 | $5.00K | 0.00% | −3,875−99.5% | Reduced |
| Asset Dedication, LLC | 19 | $5.00K | 0.00% | −29−60.4% | Reduced |
| Sandy Spring Bank | 19 | $5.00K | 0.00% | −6−24.0% | Reduced |
| Navigation Wealth Management, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 21 | $5.00K | 0.00% | +3+16.7% | Added |
| Fieldpoint Private Securities, LLC | 20 | $5.00K | 0.00% | +20 | New |
| Sierra Capital LLC | 22 | $6.00K | 0.00% | −13−37.1% | Reduced |
| Eukles Asset Management | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 22 | $6.00K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 24 | $6.00K | 0.00% | +8+50.0% | Added |
| Lowe Wealth Advisors, LLC | 25 | $6.00K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 24 | $6.00K | 0.00% | +24 | New |
| Credential Qtrade Securities Inc. | 25 | $6.31K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 27 | $7.00K | 0.00% | +2+8.0% | Added |
| Howe & Rusling Inc | 28 | $7.00K | 0.00% | +9+47.4% | Added |
| Private Ocean, LLC | 27 | $7.00K | 0.00% | +24+800.0% | Added |
| Financial Connections Group, Inc. | 30 | $7.00K | 0.01% | +30 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 41 | $7.00K | 0.00% | +41 | New |
| BerganKDV Wealth Management, LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 32 | $8.00K | 0.00% | +32 | New |
| Insight Financial Services | 33 | $8.00K | 0.01% | +33 | New |
| Gleason Group, Inc. | 33 | $8.00K | 0.00% | +33 | New |
| Cassady Schiller Wealth Management, LLC | 31 | $8.00K | 0.00% | +31 | New |
| James Reed Financial Services, Inc. | 35 | $8.00K | 0.01% | +35 | New |
| Tevis Investment Management | 30 | $8.00K | 0.01% | +30 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 36 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 34 | $9.00K | 0.00% | +4+13.3% | Added |
| Total Clarity Wealth Management, Inc. | 35 | $9.00K | 0.00% | +15+75.0% | Added |
| Cowen Prime Advisors LLC | 35 | $9.00K | 0.00% | +35 | New |
| High Net Worth Advisory Group LLC | 35 | $9.00K | 0.00% | +35 | New |
| Tradewinds Capital Management, LLC | 40 | $10.0K | 0.00% | −90−69.2% | Reduced |
| Baldwin Brothers Inc | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 38 | $10.0K | 0.00% | +2+5.6% | Added |
| Optimum Investment Advisors | 39 | $10.0K | 0.00% | +14+56.0% | Added |
| Castleview Partners, LLC | 2,523 | $10.0K | 0.00% | +2,523 | New |
| Cullen/Frost Bankers, Inc. | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 43 | $11.0K | 0.00% | +43 | New |
| Curi Capital | 46 | $11.0K | 0.00% | +46 | New |
| Rockbridge Investment Management, LCC | 46 | $12.0K | 0.00% | −164−78.1% | Reduced |
| Mizuho Securities Co. Ltd. | 49 | $12.0K | 0.00% | −1−2.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 50 | $12.0K | 0.01% | +50 | New |
| Plante Moran Financial Advisors, LLC | 49 | $12.0K | 0.00% | +49 | New |
| Institutional & Family Asset Management, LLC | 51 | $13.0K | 0.00% | −47−48.0% | Reduced |