| Patriot Financial Group Insurance Agency, LLC | 7 | $0 | 0.00% | −50−87.7% | Reduced |
| Clearview Wealth Advisors LLC | 8 | $0 | 0.00% | −42−84.0% | Reduced |
| North Star Investment Management Corp. | 13 | $0 | 0.00% | −13−50.0% | Reduced |
| Valley National Advisers Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 10 | $0 | 0.00% | +2+25.0% | Added |
| Bollard Group LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 8 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $0 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 10 | $0 | 0.00% | +10 | New |
| Conrad Siegel Investment Advisors, Inc. | 4 | $0 | 0.00% | +4 | New |
| Sandy Cove Advisors, LLC | 14 | $0 | 0.00% | +14 | New |
| Beacon Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $65 | 0.00% | – | – |
| Financial Perspectives, Inc | 8 | $261 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $261 | 0.00% | +8 | New |
| Howe & Rusling Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 17 | $1.00K | 0.00% | +17 | New |
| GW&K Investment Management, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Country Trust Bank | 34 | $1.00K | 0.00% | +34 | New |
| Versant Capital Management, Inc | 34 | $1.00K | 0.00% | +34 | New |
| Rockbridge Investment Management, LCC | 51 | $1.60K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 74 | $2.00K | 0.00% | −7,099−99.0% | Reduced |
| Westside Investment Management, Inc. | 68 | $2.00K | 0.00% | −68−50.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 61 | $2.00K | 0.00% | +21+52.5% | Added |
| Disciplined Investments, LLC | 55 | $2.00K | 0.00% | +55 | New |
| Caldwell Trust Co | 79 | $2.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 85 | $2.77K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 103 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 106 | $3.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 120 | $3.00K | 0.00% | +30+33.3% | Added |
| Carmichael Hill & Associates, Inc. | 89 | $3.00K | 0.00% | +86+2,866.7% | Added |
| Loomis Sayles & Co L P | 85 | $3.00K | 0.00% | +85 | New |
| Hantz Financial Services, Inc. | 86 | $3.00K | 0.00% | +86 | New |
| Clear Street Markets LLC | 100 | $3.00K | 0.00% | +100 | New |
| Goodwin Investment Advisory | 91 | $3.00K | 0.00% | +91 | New |
| TCWP LLC | 110 | $3.00K | 0.00% | +110 | New |
| Sutton Wealth Advisors Inc. | 95 | $3.10K | 0.00% | −32−25.2% | Reduced |
| Fairfield Financial Advisors, LTD | 111 | $3.61K | 0.00% | +111 | New |
| Earnest Partners LLC | 124 | $4.00K | 0.00% | 00.0% | Unchanged |