| Beacon Capital Management, LLC | 19 | $0 | 0.00% | −12−38.7% | Reduced |
| Johnson Financial Group, Inc. | 5 | $0 | 0.00% | −77−93.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $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 |
| PrairieView Partners, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $0 | 0.00% | +7 | New |
| Kelly Financial Services LLC | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 3 | $193 | 0.00% | +3 | New |
| PFS Partners, LLC | 5 | $323 | 0.00% | −10−66.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 6 | $387 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 10 | $1.00K | 0.00% | −3,724−99.7% | Reduced |
| Lee Financial Co | 18 | $1.00K | 0.00% | −77−81.1% | Reduced |
| Rise Advisors, LLC | 15 | $1.00K | 0.00% | −85−85.0% | Reduced |
| Sandy Spring Bank | 18 | $1.00K | 0.00% | −22−55.0% | Reduced |
| Retirement Group, LLC | 10 | $1.00K | 0.00% | −23−69.7% | Reduced |
| TFC Financial Management | 23 | $1.00K | 0.00% | −25−52.1% | Reduced |
| M&R Capital Management Inc | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 15 | $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 |
| MV Capital Management, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $1.00K | 0.00% | −5−33.3% | Reduced |
| O'Dell Group, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 20 | $1.00K | 0.11% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $1.00K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | +8 | New |
| EdgeRock Capital LLC | 10 | $1.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 18 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 27 | $1.74K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 36 | $2.00K | 0.00% | −2,384−98.5% | Reduced |
| Lazard Asset Management LLC | 43 | $2.00K | 0.00% | −260−85.8% | Reduced |
| South State Corp. | 26 | $2.00K | 0.00% | −75−74.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 36 | $2.00K | 0.00% | +5+16.1% | Added |
| Investors Research Corp | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 30 | $2.00K | 0.00% | +27+900.0% | Added |
| Stonebridge Capital Advisors LLC | 31 | $2.00K | 0.00% | +25+416.7% | Added |
| TD Capital Management LLC | 25 | $2.00K | 0.00% | +25 | New |
| Stapp Wealth Management, PLLC | 27 | $2.00K | 0.01% | +27 | New |
| Tucker Asset Management LLC | 32 | $2.12K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 50 | $3.00K | 0.00% | −58−53.7% | Reduced |
| HHM Wealth Advisors, LLC | 54 | $3.00K | 0.00% | −25−31.6% | Reduced |
| Optimum Investment Advisors | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 50 | $3.00K | 0.00% | −1−2.0% | Reduced |
| WR Wealth Planners, LLC | 59 | $3.81K | 0.00% | −4−6.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 57 | $4.00K | 0.00% | −156−73.2% | Reduced |
| Ulland Investment Advisors, LLC | 65 | $4.00K | 0.00% | −100−60.6% | Reduced |
| Elequin Capital LP | 59 | $4.00K | 0.00% | −48−44.9% | Reduced |
| Horan Securities, Inc. | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 70 | $4.00K | 0.00% | +20+40.0% | Added |
| Highline Wealth Partners LLC | 70 | $4.51K | 0.00% | +70 | New |
| Wolff Wiese Magana LLC | 76 | $5.00K | 0.00% | −346−82.0% | Reduced |
| Northwest Investment Counselors, LLC | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 78 | $5.00K | 0.00% | 00.0% | Unchanged |