| HBC Financial Services, PLLC | 20 | $0 | 0.00% | −50−71.4% | Reduced |
| Advocacy Wealth Management Services, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 5 | $0 | 0.00% | +5 | New |
| CFS Investment Advisory Services, LLC | 25,679 | $0 | 0.00% | +25,679 | New |
| SJS Investment Consulting Inc. | 6 | $0 | 0.00% | +6 | New |
| Lansing Street Advisors | 2 | $0 | 0.00% | +2 | New |
| Horan Securities, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| GoalVest Advisory LLC | 7 | $1.00K | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 17 | $1.27K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $1.78K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 33 | $2.00K | 0.00% | −2−5.7% | Reduced |
| NVWM, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 23 | $2.00K | 0.00% | +23 | New |
| GW&K Investment Management, LLC | 26 | $2.00K | 0.00% | +26 | New |
| Financial Enhancement Group LLC | 21 | $2.00K | 0.00% | +21 | New |
| Capital Advisory Group Advisory Services, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Archer Investment Corp | 37 | $2.53K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 41 | $3.00K | 0.00% | +41 | New |
| Disciplined Investments, LLC | 34 | $3.00K | 0.00% | +34 | New |
| Stuart Chaussee & Associates, Inc. | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 60 | $4.00K | 0.00% | +19+46.3% | Added |
| Private Ocean, LLC | 68 | $5.00K | 0.00% | −462−87.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 66 | $5.00K | 0.00% | −197−74.9% | Reduced |
| NewSquare Capital LLC | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 65 | $5.00K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 65 | $5.00K | 0.00% | +65 | New |
| Raffa Wealth Management, LLC | 71 | $5.22K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 89 | $6.00K | 0.00% | −1−1.1% | Reduced |
| Duncker Streett & Co Inc | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 81 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 80 | $6.00K | 0.00% | +80 | New |
| Semmax Financial Advisors Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 93 | $7.00K | 0.00% | +21+29.2% | Added |
| Siena Capital LLC | 100 | $7.00K | 0.00% | +100 | New |
| Fairfield Financial Advisors, LTD | 100 | $7.36K | 0.00% | +100 | New |
| Exchange Traded Concepts, LLC | 111 | $8.00K | 0.00% | −71,499−99.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 109 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 113 | $8.00K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 104 | $8.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 97 | $8.00K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 102 | $8.00K | 0.00% | +90+750.0% | Added |
| Spectrum Management Group, LLC | 128 | $9.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 128 | $9.00K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 121 | $9.00K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 116 | $9.00K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 116 | $9.00K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 122 | $9.00K | 0.01% | +122 | New |
| Strengthening Families & Communities, LLC | 125 | $9.00K | 0.01% | +125 | New |
| Itau Unibanco Holding S.A. | 132 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 139 | $10.0K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 142 | $10.0K | 0.01% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 133 | $10.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $10.0K | 0.00% | +84+158.5% | Added |
| Goodwin Investment Advisory | 142 | $10.0K | 0.01% | +142 | New |
| Riggs Asset Managment Co. Inc. | 150 | $11.0K | 0.00% | −150−50.0% | Reduced |
| Lenox Wealth Advisors, LLC | 160 | $11.0K | 0.00% | −5−3.0% | Reduced |
| Old Second National Bank of Aurora | 153 | $11.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 154 | $11.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 143 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 160 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 153 | $11.0K | 0.01% | +12+8.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 160 | $11.0K | 0.00% | +71+79.8% | Added |
| Spartan Planning & Wealth Management | 148 | $11.0K | 0.01% | +148 | New |
| Atlas Capital Advisors LLC | 161 | $11.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 167 | $12.0K | 0.00% | −7−4.0% | Reduced |
| Zullo Investment Group, Inc. | 160 | $12.0K | 0.01% | −15−8.6% | Reduced |
| Northwest Investment Counselors, LLC | 163 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 166 | $12.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 161 | $12.0K | 0.00% | +127+373.5% | Added |
| DeDora Capital, Inc. | 163 | $12.0K | 0.00% | +163 | New |
| Penserra Capital Management LLC | 184 | $13.0K | 0.00% | −80−30.3% | Reduced |
| Ahrens Investment Partners LLC | 180 | $13.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 182 | $13.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 172 | $13.0K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 170 | $13.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 170 | $13.0K | 0.02% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 171 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 176 | $13.0K | 0.00% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 171 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 180 | $13.0K | 0.00% | +136+309.1% | Added |