| Quent Capital, LLC | 4 | $0 | 0.00% | −128−97.0% | Reduced |
| Byrne Asset Management LLC | 1 | $0 | 0.00% | −82−98.8% | Reduced |
| Howe & Rusling Inc | 6 | $0 | 0.00% | −34−85.0% | Reduced |
| Key Financial Inc | 3 | $0 | 0.00% | −18−85.7% | Reduced |
| Stonebridge Capital Advisors LLC | 6 | $0 | 0.00% | −5−45.5% | Reduced |
| Roble, Belko & Company, Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 3 | $0 | 0.00% | −6−66.7% | Reduced |
| PFG Private Wealth Management, LLC | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 3 | $0 | 0.00% | +3 | New |
| Bangor Savings Bank | 6 | $0 | 0.00% | +6 | New |
| Johnson Midwest Financial, LLC | 10 | $0 | 0.00% | +10 | New |
| WFA of San Diego, LLC | 6 | $0 | 0.00% | +6 | New |
| Level Financial Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| Kelly Financial Services LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3 | $141 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 3 | $142 | 0.00% | −46−93.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 6 | $283 | 0.00% | +6 | New |
| PFS Partners, LLC | 15 | $706 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 18 | $846 | 0.00% | +18 | New |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | −40,180−100.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 25 | $1.00K | 0.00% | −73−74.5% | Reduced |
| Strategic Asset Management, LLC | 30 | $1.00K | 0.00% | −5−14.3% | Reduced |
| Cypress Capital Management LLC (WY) | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 21 | $1.00K | 0.00% | −10−32.3% | Reduced |
| Insight Financial Services | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 20 | $1.00K | 0.11% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 19 | $1.00K | 0.00% | +6+46.2% | Added |
| MV Capital Management, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Eukles Asset Management | 25 | $1.00K | 0.00% | +25 | New |
| Investors Research Corp | 29 | $1.00K | 0.00% | +29 | New |
| Versant Capital Management, Inc | 15 | $1.00K | 0.00% | +15 | New |
| Total Clarity Wealth Management, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Iron Horse Wealth Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Castle Wealth Management LLC | 29 | $1.00K | 0.00% | +29 | New |
| Bartlett & Co. Wealth Management LLC | 27 | $1.27K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 18 | $1.43K | 0.00% | +18 | New |
| Tucker Asset Management LLC | 32 | $1.50K | 0.00% | +25+357.1% | Added |
| IMA Wealth, Inc. | 32 | $2.00K | 0.00% | −2,142−98.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 45 | $2.00K | 0.00% | −250−84.7% | Reduced |
| Brown Brothers Harriman & Co | 51 | $2.00K | 0.00% | −199−79.6% | Reduced |
| Hartford Financial Management Inc. | 40 | $2.00K | 0.00% | −30−42.9% | Reduced |
| Optimum Investment Advisors | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 53 | $2.00K | 0.00% | +15+39.5% | Added |
| Bellevue Asset Management, LLC | 35 | $2.00K | 0.00% | −1−2.8% | Reduced |
| Retirement Group, LLC | 33 | $2.00K | 0.00% | +4+13.8% | Added |
| Financial Connections Group, Inc. | 50 | $2.00K | 0.00% | +20+66.7% | Added |
| Zions Bancorporation, N.A. | 32 | $2.00K | 0.00% | +12+60.0% | Added |
| Harvest Group Wealth Management, LLC | 30 | $2.00K | 0.00% | +23+328.6% | Added |
| Sandy Spring Bank | 40 | $2.00K | 0.00% | +40 | New |
| Clean Yield Group | 40 | $2.00K | 0.00% | +40 | New |
| EverSource Wealth Advisors, LLC | 45 | $2.00K | 0.00% | +45 | New |
| CX Institutional | 33 | $2.00K | 0.00% | +33 | New |
| Mechanics Financial Corp | 50 | $2.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 46 | $2.00K | 0.00% | +46 | New |
| Lansing Street Advisors | 35 | $2.00K | 0.00% | +35 | New |
| WR Wealth Planners, LLC | 63 | $2.96K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 62 | $3.00K | 0.00% | −32−34.0% | Reduced |
| Ahrens Investment Partners LLC | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |