| Hazlett, Burt & Watson, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 4 | $0 | 0.00% | +4 | New |
| Nalls Sherbakoff Group, LLC | 1 | $65 | 0.00% | +1 | New |
| Clear Investment Research, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2 | $135 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2 | $135 | 0.00% | +2 | New |
| Marquette Asset Management, LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3 | $203 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 3 | $203 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $203 | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 3 | $203 | 0.00% | +3 | New |
| Godsey & Gibb Associates | 5 | $338 | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 5 | $338 | 0.00% | +5 | New |
| NewSquare Capital LLC | 6 | $405 | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 6 | $405 | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 6 | $405 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 7 | $473 | 0.00% | −57−89.1% | Reduced |
| American National Bank | 8 | $541 | 0.00% | +8 | New |
| Bellwether Advisors, LLC | 10 | $675 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $676 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $676 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10 | $676 | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 10 | $676 | 0.00% | +10 | New |
| Truvestments Capital LLC | 11 | $743 | 0.00% | −75−87.2% | Reduced |
| Montag A & Associates Inc | 11 | $744 | 0.00% | +5+83.3% | Added |
| Hoey Investments, Inc | 12 | $811 | 0.00% | −103−89.6% | Reduced |
| BerganKDV Wealth Management, LLC | 12 | $811 | 0.00% | −47−79.7% | Reduced |
| MV Capital Management, Inc. | 12 | $811 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 13 | $878 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | +5+50.0% | Added |
| Central Trust Co | 15 | $1.01K | 0.00% | −147−90.7% | Reduced |
| Kistler-Tiffany Companies, LLC | 15 | $1.01K | 0.00% | −84−84.8% | Reduced |
| Baystate Wealth Management LLC | 15 | $1.01K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $1.01K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 15 | $1.01K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 16 | $1.08K | 0.00% | +16 | New |
| Allspring Global Investments Holdings, LLC | 17 | $1.15K | 0.00% | +17 | New |
| Lee Financial Co | 18 | $1.22K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 19 | $1.28K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $1.28K | 0.00% | +10+111.1% | Added |
| Tortoise Investment Management, LLC | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20 | $1.35K | 0.00% | +20 | New |
| Sandy Spring Bank | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 20 | $1.35K | 0.00% | +20 | New |
| Plante Moran Financial Advisors, LLC | 21 | $1.42K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 21 | $1.42K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 22 | $1.49K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $1.55K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 24 | $1.62K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 24 | $1.62K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 25 | $1.66K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| Capital Management Associates | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 29 | $1.96K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 37 | $2.00K | 0.00% | −11−22.9% | Reduced |
| Ulland Investment Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 30 | $2.03K | 0.00% | −32−51.6% | Reduced |
| Bellevue Asset Management, LLC | 30 | $2.03K | 0.00% | −5−14.3% | Reduced |
| Harvest Group Wealth Management, LLC | 30 | $2.03K | 0.00% | 00.0% | Unchanged |
| Slow Capital, Inc. | 30 | $2.03K | 0.00% | +30 | New |
| Stonebridge Capital Advisors LLC | 31 | $2.10K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 31 | $2.10K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 32 | $2.16K | 0.00% | +32 | New |
| Insight Financial Services | 33 | $2.23K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 35 | $2.37K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 40 | $2.70K | 0.00% | −5−11.1% | Reduced |
| Hartford Financial Management Inc. | 40 | $2.70K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 40 | $2.70K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 41 | $2.77K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 41 | $2.77K | 0.00% | −35−46.1% | Reduced |
| CNB Bank | 44 | $2.97K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 46 | $3.11K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 47 | $3.18K | 0.00% | −1,150−96.1% | Reduced |
| DT Investment Partners, LLC | 65 | $3.26K | 0.00% | +65 | New |
| Ancora Advisors, LLC | 50 | $3.37K | 0.00% | −687−93.2% | Reduced |
| First Command Bank | 50 | $3.38K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 50 | $3.38K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $3.38K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $3.38K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $3.38K | 0.00% | +50 | New |
| Quent Capital, LLC | 51 | $3.45K | 0.00% | +15+41.7% | Added |
| WR Wealth Planners, LLC | 54 | $3.65K | 0.00% | −5−8.5% | Reduced |
| HHM Wealth Advisors, LLC | 54 | $3.65K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 55 | $3.72K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 55 | $3.72K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 60 | $4.05K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 65 | $4.39K | 0.00% | +65 | New |
| PayPay Securities Corp | 68 | $4.59K | 0.31% | +19+38.8% | Added |
| Salem Investment Counselors Inc | 70 | $4.73K | 0.00% | −47−40.2% | Reduced |