| Iron Horse Wealth Management, LLC | 2 | $0 | 0.00% | −29−93.5% | Reduced |
| Lazard Asset Management LLC | 34 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 15 | $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 |
| Bellwether Advisors, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 17 | $0 | 0.00% | +17 | New |
| McClarren Financial Advisors, Inc. | 9 | $0 | 0.00% | +9 | New |
| Archer Investment Corp | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 21 | $589 | 0.00% | +21 | New |
| C M Bidwell & Associates Ltd | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 42 | $1.00K | 0.00% | +42 | New |
| Dougherty Wealth Advisers LLC | 25 | $1.00K | 0.00% | +25 | New |
| Standard Family Office LLC | 47 | $1.00K | 0.00% | +47 | New |
| Absolute Capital Management, LLC | 70 | $1.96K | 0.00% | +70 | New |
| High Net Worth Advisory Group LLC | 80 | $2.00K | 0.00% | −89−52.7% | Reduced |
| Schubert & Co | 86 | $2.00K | 0.00% | −60−41.1% | Reduced |
| Bell Investment Advisors, Inc | 66 | $2.00K | 0.00% | −31−32.0% | Reduced |
| Cambridge Trust Co | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $2.00K | 0.00% | −10−14.3% | Reduced |
| Atticus Wealth Management, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 80 | $2.00K | 0.00% | +23+40.4% | Added |
| Disciplined Investments, LLC | 66 | $2.00K | 0.00% | +7+11.9% | Added |
| Lansing Street Advisors | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 55 | $2.00K | 0.00% | +55 | New |
| Axiom Investment Management LLC | 80 | $2.00K | 0.00% | +80 | New |
| Community Bank, N.A. | 74 | $2.00K | 0.00% | +74 | New |
| Beaird Harris Wealth Management, LLC | 75 | $2.00K | 0.00% | +75 | New |
| Heritage Wealth Advisors | 100 | $2.81K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 100 | $3.00K | 0.00% | −1,000−90.9% | Reduced |
| Baldwin Brothers Inc | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 115 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 118 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 95 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 107 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 111 | $3.00K | 0.00% | +103+1,287.5% | Added |
| DT Investment Partners, LLC | 120 | $3.00K | 0.00% | +120 | New |
| Atlas Capital Advisors LLC | 117 | $3.28K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 135 | $3.79K | 0.00% | +135 | New |
| Tucker Asset Management LLC | 113 | $3.83K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 145 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 155 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 128 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 135 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 196 | $5.00K | 0.02% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 191 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 175 | $5.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 183 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 189 | $5.00K | 0.00% | +1+0.5% | Added |
| Carmichael Hill & Associates, Inc. | 162 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 175 | $5.00K | 0.00% | +75+75.0% | Added |
| Horan Securities, Inc. | 169 | $5.00K | 0.00% | +169 | New |
| Raffa Wealth Management, LLC | 203 | $5.70K | 0.00% | +102+101.0% | Added |
| Selective Wealth Management, Inc. | 200 | $6.00K | 0.00% | −784−79.7% | Reduced |
| South State Corp. | 225 | $6.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 229 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 200 | $6.00K | 0.01% | 00.0% | Unchanged |
| Motco | 211 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 224 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 200 | $6.00K | 0.00% | +50+33.3% | Added |
| Selway Asset Management | 200 | $6.00K | 0.00% | +200 | New |
| Asset Dedication, LLC | 200 | $6.00K | 0.00% | +200 | New |
| Kenfarb & Co. | 200 | $6.00K | 0.01% | +200 | New |
| Versant Capital Management, Inc | 236 | $7.00K | 0.00% | −149−38.7% | Reduced |
| Financial Avengers, Inc. | 250 | $7.00K | 0.01% | −100−28.6% | Reduced |
| PSI Advisors, LLC | 265 | $7.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 233 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 243 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 235 | $7.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 250 | $7.00K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 237 | $7.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 263 | $7.00K | 0.01% | +263 | New |
| Kelly Financial Services LLC | 271 | $7.59K | 0.00% | 00.0% | Unchanged |