| JJJ Advisors Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 3 | $0 | 0.00% | +3 | New |
| Ford Financial Group, LLC | 5 | $0 | 0.00% | +5 | New |
| Curi Capital | 18 | $0 | 0.00% | +18 | New |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| Tilia Fiduciary Partners, Inc. | 8 | $0 | 0.00% | +8 | New |
| Archer Investment Corp | 1 | $45 | 0.00% | −149−99.3% | Reduced |
| WestEnd Advisors, LLC | 3 | $117 | 0.00% | – | – |
| Marshall Wace, LLP | 28 | $1.00K | 0.00% | −148,102−100.0% | Reduced |
| Proffitt & Goodson Inc | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 20 | $1.00K | 0.00% | +20 | New |
| Cornerstone Advisory, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Sandy Cove Advisors, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Operose Advisors LLC | 24 | $1.00K | 0.00% | +24 | New |
| Center for Financial Planning, Inc. | 57 | $2.00K | 0.00% | −500−89.8% | Reduced |
| Pacifica Partners Inc. | 40 | $2.00K | 0.00% | −100−71.4% | Reduced |
| C M Bidwell & Associates Ltd | 49 | $2.00K | 0.00% | −22−31.0% | Reduced |
| MBM Wealth Consultants, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 41 | $2.00K | 0.00% | −38−48.1% | Reduced |
| Hartford Financial Management Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 43 | $2.00K | 0.00% | +33+330.0% | Added |
| Core Alternative Capital | 47 | $2.00K | 0.00% | +47 | New |
| Concord Wealth Partners | 50 | $2.00K | 0.00% | +50 | New |
| PFS Partners, LLC | 56 | $2.19K | 0.00% | +56 | New |
| McDonald Partners LLC | 70 | $2.74K | 0.00% | +70 | New |
| Absolute Capital Management, LLC | 70 | $2.74K | 0.00% | +70 | New |
| Sargent Bickham Lagudis LLC | 75 | $3.00K | 0.00% | −170−69.4% | Reduced |
| NewSquare Capital LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 86 | $3.00K | 0.00% | +8+10.3% | Added |
| Sound Income Strategies, LLC | 70 | $3.00K | 0.00% | +10+16.7% | Added |
| TSFG, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| TAP Consulting, LLC | 80 | $3.00K | 0.00% | +80 | New |
| Zullo Investment Group, Inc. | 83 | $3.00K | 0.00% | +83 | New |
| Raffa Wealth Management, LLC | 101 | $3.95K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 101 | $4.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 100 | $4.00K | 0.00% | +87+669.2% | Added |
| Lazard Asset Management LLC | 120 | $4.00K | 0.00% | +120 | New |
| Paragon Capital Management Ltd | 100 | $4.00K | 0.00% | +100 | New |
| Sierra Capital LLC | 95 | $4.00K | 0.00% | +95 | New |
| Washington Trust Advisors, Inc. | 112 | $4.00K | 0.00% | +112 | New |
| Byrne Asset Management LLC | 90 | $4.00K | 0.00% | +90 | New |
| Simon Quick Advisors, LLC | 120 | $5.00K | 0.00% | −2,060−94.5% | Reduced |
| Column Capital Advisors, LLC | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 120 | $5.00K | 0.00% | −4−3.2% | Reduced |
| Cribstone Capital Management, LLC | 118 | $5.00K | 0.00% | −1−0.8% | Reduced |
| Barrett Asset Management, LLC | 137 | $5.00K | 0.00% | +37+37.0% | Added |
| Ahl Investment Management, Inc. | 121 | $5.00K | 0.00% | +121 | New |
| Carmichael Hill & Associates, Inc. | 162 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 162 | $6.00K | 0.00% | −9−5.3% | Reduced |
| Lowe Wealth Advisors, LLC | 150 | $6.00K | 0.00% | +150 | New |
| Ellevest, Inc. | 151 | $6.00K | 0.00% | +151 | New |
| Missouri Trust & Investment Co | 141 | $6.00K | 0.00% | +141 | New |
| AllSquare Wealth Management LLC | 183 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 168 | $7.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 191 | $7.00K | 0.00% | +191 | New |
| Tevis Investment Management | 180 | $7.00K | 0.01% | +180 | New |
| Salem Investment Counselors Inc | 200 | $8.00K | 0.00% | −900−81.8% | Reduced |
| Johnson Midwest Financial, LLC | 196 | $8.00K | 0.01% | −50−20.3% | Reduced |
| Pin Oak Investment Advisors Inc | 200 | $8.00K | 0.01% | 00.0% | Unchanged |
| Motco | 211 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 204 | $8.00K | 0.00% | +50+32.5% | Added |
| MV Capital Management, Inc. | 203 | $8.00K | 0.00% | +55+37.2% | Added |
| Cambridge Trust Co | 201 | $8.00K | 0.00% | +201 | New |
| CarsonAllaria Wealth Management, Ltd. | 207 | $8.00K | 0.01% | +207 | New |
| American State Bank (Iowa) | 220 | $8.60K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 225 | $9.00K | 0.00% | −27−10.7% | Reduced |
| Toth Financial Advisory Corp | 233 | $9.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 247 | $10.0K | 0.01% | −223−47.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 250 | $10.0K | 0.00% | −33−11.7% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 260 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 250 | $10.0K | 0.00% | 00.0% | Unchanged |