| Column Capital Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $0 | 0.00% | +3 | New |
| San Luis Wealth Advisors LLC | 6 | $0 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 17 | $853 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 19 | $928 | 0.00% | −225−92.2% | Reduced |
| First Community Trust NA | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 26 | $1.00K | 0.00% | +14+116.7% | Added |
| Zions Bancorporation, N.A. | 24 | $1.00K | 0.00% | +24 | New |
| Disciplined Investments, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Hexagon Capital Partners LLC | 13 | $1.00K | 0.00% | +13 | New |
| Stephens Consulting, LLC | 30 | $1.51K | 0.00% | +30 | New |
| Financial Perspectives, Inc | 39 | $1.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 39 | $2.00K | 0.00% | +39 | New |
| Cordant, Inc. | 44 | $2.00K | 0.00% | +44 | New |
| Annapolis Financial Services, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Curi Capital | 59 | $2.00K | 0.00% | +59 | New |
| Bank of New Hampshire | 39 | $2.00K | 0.00% | +39 | New |
| Central Bank & Trust Co | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 66 | $3.00K | 0.00% | +35+112.9% | Added |
| CIBC Private Wealth Group, LLC | 51 | $3.00K | 0.00% | +51 | New |
| First Personal Financial Services | 67 | $3.00K | 0.00% | +67 | New |
| Ritter Daniher Financial Advisory, LLC | 63 | $3.00K | 0.00% | +63 | New |
| Proequities, Inc. | 79 | $4.00K | 0.00% | −200−71.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 88 | $4.42K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 118 | $5.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 90 | $5.00K | 0.00% | +8+9.8% | Added |
| JFS Wealth Advisors, LLC | 95 | $5.00K | 0.00% | +55+137.5% | Added |
| Sound Income Strategies, LLC | 97 | $5.00K | 0.00% | +97 | New |
| Massmutual Trust Co FSB | 117 | $6.00K | 0.00% | −291−71.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 126 | $6.00K | 0.00% | −130−50.8% | Reduced |
| Contravisory Investment Management, Inc. | 121 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 129 | $6.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 128 | $6.00K | 0.00% | +43+50.6% | Added |
| Loomis Sayles & Co L P | 117 | $6.00K | 0.00% | +117 | New |
| Centerpoint Advisors, LLC | 147 | $7.00K | 0.00% | −133−47.5% | Reduced |
| Valley National Advisers Inc | 138 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 140 | $7.00K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 150 | $8.00K | 0.00% | −850−85.0% | Reduced |
| Heritage Wealth Management, LLC | 160 | $8.00K | 0.00% | +160 | New |
| Parkside Financial Bank & Trust | 186 | $9.00K | 0.00% | +17+10.1% | Added |
| Lowe Wealth Advisors, LLC | 185 | $9.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 187 | $9.00K | 0.01% | +27+16.9% | Added |
| EverSource Wealth Advisors, LLC | 183 | $9.00K | 0.00% | +64+53.8% | Added |
| HHM Wealth Advisors, LLC | 174 | $9.00K | 0.00% | +59+51.3% | Added |
| Fortitude Advisory Group L.L.C. | 180 | $9.00K | 0.00% | +180 | New |
| WFA Asset Management Corp | 180 | $9.04K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 191 | $10.0K | 0.01% | −364−65.6% | Reduced |
| Oakworth Capital, Inc. | 205 | $10.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 192 | $10.0K | 0.00% | −10−5.0% | Reduced |
| Prospera Financial Services Inc | 200 | $10.0K | 0.00% | +200 | New |
| Pinnacle Bancorp, Inc. | 194 | $10.0K | 0.00% | +194 | New |
| Kelly Financial Services LLC | 206 | $10.3K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 221 | $11.0K | 0.00% | −161−42.1% | Reduced |
| Ulland Investment Advisors, LLC | 228 | $11.0K | 0.01% | 00.0% | Unchanged |