| Hazlett, Burt & Watson, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $75 | 0.00% | −100−99.0% | Reduced |
| NewSquare Capital LLC | 1 | $75 | 0.00% | −5−83.3% | Reduced |
| Clear Investment Research, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $76 | 0.00% | +1 | New |
| Salomon & Ludwin, LLC | 2 | $150 | 0.00% | +2 | New |
| Marquette Asset Management, LLC | 2 | $151 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $151 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 3 | $225 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 3 | $225 | 0.00% | 00.0% | Unchanged |
| All Terrain Financial Advisors, LLC | 4 | $300 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 4 | $301 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 5 | $376 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $376 | 0.00% | +1+25.0% | Added |
| Tfo-TDC, LLC | 6 | $429 | 0.00% | +6 | New |
| Register Financial Advisors LLC | 6 | $450 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 8 | $601 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 8 | $601 | 0.00% | +8 | New |
| M&R Capital Management Inc | 9 | $676 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $751 | 0.00% | −5−33.3% | Reduced |
| Johnson Midwest Financial, LLC | 10 | $751 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 10 | $751 | 0.00% | +10 | New |
| Truvestments Capital LLC | 11 | $826 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 12 | $901 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $901 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 13 | $976 | 0.00% | −51−79.7% | Reduced |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | +14+350.0% | Added |
| Avion Wealth | 23 | $1.00K | 0.00% | +6+35.3% | Added |
| Steward Financial Group LLC | 25 | $1.00K | 0.00% | +25 | New |
| BBJS Financial Advisors, LLC | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $1.13K | 0.00% | +15 | New |
| Crewe Advisors LLC | 15 | $1.13K | 0.00% | +15 | New |
| VisionPoint Advisory Group, LLC | 17 | $1.28K | 0.00% | +17 | New |
| Ancora Advisors, LLC | 18 | $1.35K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 18 | $1.35K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 19 | $1.36K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 20 | $1.50K | 0.00% | −10−33.3% | Reduced |
| Proequities, Inc. | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 20 | $1.50K | 0.00% | +2+11.1% | Added |
| Institutional & Family Asset Management, LLC | 21 | $1.58K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 22 | $1.65K | 0.00% | −32−59.3% | Reduced |
| TFC Financial Management | 23 | $1.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $1.73K | 0.00% | +13+130.0% | Added |
| IMA Wealth, Inc. | 24 | $1.80K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $1.88K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 25 | $1.88K | 0.00% | +25 | New |
| Asset Dedication, LLC | 26 | $2.00K | 0.00% | −18−40.9% | Reduced |
| Bartlett & Co. LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 36 | $2.00K | 0.00% | +36 | New |
| Close Asset Management Ltd | 30 | $2.00K | 0.00% | +30 | New |
| Cornerstone Planning Group LLC | 27 | $2.03K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 28 | $2.10K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 29 | $2.18K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 30 | $2.25K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 30 | $2.25K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 30 | $2.25K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 31 | $2.33K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 31 | $2.33K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 33 | $2.48K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 35 | $2.63K | 0.00% | −35−50.0% | Reduced |
| Hollencrest Capital Management | 37 | $2.78K | 0.00% | −10−21.3% | Reduced |
| Baystate Wealth Management LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 41 | $3.08K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 41 | $3.08K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 42 | $3.15K | 0.00% | −2−4.5% | Reduced |
| St Germain D J Co Inc | 45 | $3.38K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 46 | $3.45K | 0.00% | −9−16.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 46 | $3.45K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 49 | $3.68K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $3.75K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $3.75K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $3.75K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 50 | $3.75K | 0.00% | +50 | New |
| Rise Advisors, LLC | 50 | $3.75K | 0.00% | +50 | New |
| City State Bank | 52 | $4.00K | 0.00% | −3,032−98.3% | Reduced |
| Harvest Fund Management Co., Ltd | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 54 | $4.05K | 0.00% | +3+5.9% | Added |
| HHM Wealth Advisors, LLC | 54 | $4.05K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 55 | $4.13K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 55 | $4.13K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 60 | $4.50K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $4.58K | 0.00% | +20+48.8% | Added |
| Jamison Private Wealth Management, Inc. | 61 | $4.58K | 0.00% | +61 | New |
| JJJ Advisors Inc. | 64 | $4.81K | 0.00% | −13−16.9% | Reduced |
| Salem Investment Counselors Inc | 70 | $5.26K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 72 | $5.41K | 0.00% | +40+125.0% | Added |
| Massmutual Trust Co FSB | 74 | $5.56K | 0.00% | +63+572.7% | Added |
| Live Oak Investment Partners | – | $5.56K | 0.00% | – | – |