| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $170 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $340 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $509 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 3 | $510 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3 | $510 | 0.00% | +3 | New |
| Crewe Advisors LLC | 4 | $680 | 0.00% | −52−92.9% | Reduced |
| Delos Wealth Advisors, LLC | 4 | $680 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $680 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 5 | $829 | 0.00% | +3+150.0% | Added |
| Tucker Asset Management LLC | 5 | $849 | 0.00% | −9−64.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 5 | $849 | 0.00% | +5 | New |
| First PREMIER Bank | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | −2−25.0% | Reduced |
| TSFG, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Safeguard Financial, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Missouri Trust & Investment Co | 6 | $1.02K | 0.00% | −54−90.0% | Reduced |
| Tompkins Financial Corp | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.36K | 0.00% | −14−63.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 9 | $1.44K | 0.00% | +9 | New |
| Center for Financial Planning, Inc. | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $2.04K | 0.00% | −22−64.7% | Reduced |
| Hallmark Capital Management Inc | 13 | $2.21K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $2.38K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 14 | $2.44K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $2.55K | 0.00% | −4−21.1% | Reduced |
| Northwest Investment Counselors, LLC | 15 | $2.55K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $2.72K | 0.00% | +16 | New |
| AlphaMark Advisors, LLC | 18 | $3.00K | 0.00% | −5−21.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 20 | $3.40K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 20 | $3.40K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 21 | $3.56K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $3.57K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 170 | $3.80K | 0.02% | −40−19.0% | Reduced |
| Tyler-Stone Wealth Management | 25 | $4.00K | 0.00% | +25 | New |
| Sittner & Nelson, LLC | 24 | $4.08K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 25 | $4.16K | 0.00% | +1+4.2% | Added |
| Barrett & Company, Inc. | 25 | $4.25K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $4.25K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $4.25K | 0.00% | +25 | New |
| Wellington Shields & Co., LLC | 25 | $4.25K | 0.00% | +25 | New |
| Guardian Wealth Management, Inc. | 25 | $4.28K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $4.75K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 29 | $4.88K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 29 | $4.92K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 29 | $4.92K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 26 | $4.92K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 30 | $5.00K | 0.01% | +20+200.0% | Added |
| First Capital Advisors Group, LLC. | 31 | $5.26K | 0.00% | +31 | New |
| MB, Levis & Associates, LLC | 32 | $5.43K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 35 | $6.00K | 0.00% | +35 | New |
| Sutton Wealth Advisors Inc. | 39 | $6.62K | 0.00% | −2−4.9% | Reduced |
| Financial Management Professionals, Inc. | 42 | $7.00K | 0.00% | −6−12.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 42 | $7.05K | 0.00% | +12+40.0% | Added |
| Pflug Koory, LLC | 42 | $7.13K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 42 | $7.13K | 0.00% | +42 | New |
| Impact Partnership Wealth, LLC | 45 | $7.64K | 0.00% | +45 | New |
| Evermay Wealth Management LLC | 45 | $7.64K | 0.00% | +38+542.9% | Added |
| Eagle Bay Advisors LLC | 46 | $7.81K | 0.00% | −3−6.1% | Reduced |
| Motco | 47 | $7.98K | 0.00% | +10+27.0% | Added |
| Dividend Assets Capital, LLC | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 50 | $8.49K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 50 | $8.49K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $8.49K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 50 | $8.49K | 0.00% | +15+42.9% | Added |
| CGC Financial Services, LLC | 50 | $8.49K | 0.01% | +50 | New |
| Red Tortoise LLC | 51 | $8.66K | 0.01% | +28+121.7% | Added |
| Tower View Investment Management & Research LLC | 52 | $9.00K | 0.01% | +52 | New |
| Asset Dedication, LLC | 111 | $10.0K | 0.00% | −734−86.9% | Reduced |
| GW&K Investment Management, LLC | 59 | $10.0K | 0.00% | +59 | New |
| Compass Wealth Management LLC | 59 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $10.4K | 0.00% | −21−25.6% | Reduced |
| Itau Unibanco Holding S.A. | 62 | $10.5K | 0.00% | −1−1.6% | Reduced |
| MCF Advisors LLC | 63 | $10.7K | 0.00% | +1+1.6% | Added |
| Pin Oak Investment Advisors Inc | 65 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66 | $11.2K | 0.00% | −38−36.5% | Reduced |
| AXS Investments LLC | 67 | $11.4K | 0.00% | −22−24.7% | Reduced |
| Tortoise Investment Management, LLC | 73 | $12.4K | 0.00% | −9−11.0% | Reduced |
| Focused Wealth Management, Inc | 77 | $13.1K | 0.00% | −100−56.5% | Reduced |
| Atticus Wealth Management, LLC | 78 | $13.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 80 | $13.5K | 0.01% | +9+12.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 87 | $14.8K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 94 | $15.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 92 | $15.6K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 93 | $15.8K | 0.00% | −20−17.7% | Reduced |
| Hexagon Capital Partners LLC | 96 | $16.2K | 0.00% | −67−41.1% | Reduced |
| Sound Income Strategies, LLC | 96 | $16.3K | 0.00% | +10+11.6% | Added |
| JNBA Financial Advisors | 96 | $16.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 99 | $16.8K | 0.01% | +99 | New |
| CNB Bank | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 100 | $17.0K | 0.00% | +100 | New |
| Financial Freedom, LLC | 106 | $18.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 104 | $18.0K | 0.01% | +23+28.4% | Added |
