| Sugarloaf Wealth Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $1.00K | 0.00% | −8,995−99.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 11 | $1.00K | 0.00% | −50−82.0% | Reduced |
| Concord Wealth Partners | 13 | $1.00K | 0.00% | −35−72.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Filbrandt Wealth Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 5 | $1.00K | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 21 | $2.00K | 0.00% | −62−74.7% | Reduced |
| Eagle Bay Advisors LLC | 18 | $2.00K | 0.00% | −60−76.9% | Reduced |
| Massmutual Trust Co FSB | 20 | $2.00K | 0.00% | −11−35.5% | Reduced |
| MV Capital Management, Inc. | 20 | $2.00K | 0.00% | −10−33.3% | Reduced |
| Professional Financial Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 17 | $2.00K | 0.00% | +17 | New |
| First Command Advisory Services, Inc. | 19 | $2.00K | 0.00% | +19 | New |
| Certified Advisory Corp | 16 | $2.00K | 0.00% | +16 | New |
| Glen Eagle Advisors, LLC | 27 | $2.72K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 35 | $3.53K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 41 | $4.00K | 0.00% | −500−92.4% | Reduced |
| Evoke Wealth, LLC | 42 | $4.00K | 0.00% | −30−41.7% | Reduced |
| JNBA Financial Advisors | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 39 | $4.00K | 0.00% | +20+105.3% | Added |
| Liberty Wealth Management LLC | 32 | $4.00K | 0.00% | +16+100.0% | Added |
| Raffa Wealth Management, LLC | 44 | $4.43K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 52 | $5.00K | 0.00% | +7+15.6% | Added |
| Phoenix Wealth Advisors | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 67 | $7.00K | 0.00% | −550−89.1% | Reduced |
| Oakworth Capital, Inc. | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 65 | $7.00K | 0.00% | +65 | New |
| Benjamin F. Edwards & Company, Inc. | 84 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 77 | $8.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 89 | $9.00K | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 97 | $9.00K | 0.00% | +97 | New |
| North Star Investment Management Corp. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 97 | $10.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 104 | $10.0K | 0.00% | +104 | New |
| Tarbox Family Office, Inc. | 107 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 106 | $11.0K | 0.00% | +1+1.0% | Added |
| Dark Forest Capital Management LP | 119 | $12.0K | 0.00% | −621−83.9% | Reduced |
| TSFG, LLC | 121 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 118 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 126 | $12.0K | 0.00% | +26+26.0% | Added |
| Charter Oak Capital Management, LLC | 133 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 130 | $13.0K | 0.00% | −1−0.8% | Reduced |
| NEXT Financial Group, Inc | 124 | $13.0K | 0.00% | +77+163.8% | Added |
| GPS Wealth Strategies Group, LLC | 140 | $14.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 136 | $14.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 145 | $14.6K | 0.00% | +1+0.7% | Added |
| Assetmark, Inc | 145 | $15.0K | 0.00% | −132−47.7% | Reduced |
| Optimum Investment Advisors | 150 | $15.0K | 0.01% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 149 | $15.0K | 0.00% | +149 | New |
| Smith Group Asset Management, LLC | 144 | $15.0K | 0.00% | +144 | New |
| Jackson, Grant Investment Advisers, Inc. | 160 | $16.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 170 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 164 | $17.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 181 | $18.0K | 0.00% | +37+25.7% | Added |
| Benjamin Edwards Inc | 177 | $18.0K | 0.01% | +177 | New |
| Edmond de Rothschild Holding S.A. | 180 | $18.0K | 0.00% | +180 | New |
| First Financial Corp | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 197 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 202 | $20.3K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 217 | $22.0K | 0.00% | −33−13.2% | Reduced |
| Capital Advisors, Ltd. LLC | 217 | $22.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 217 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 222 | $22.0K | 0.01% | +22+11.0% | Added |
| Spire Wealth Management | 234 | $24.0K | 0.00% | −96−29.1% | Reduced |
| Rockbridge Investment Management, LCC | 242 | $24.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 239 | $24.1K | 0.00% | +239 | New |
| Pacitti Group Inc. | 250 | $25.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 252 | $25.0K | 0.00% | +17+7.2% | Added |
| Washington Trust Co | 258 | $26.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 261 | $26.0K | 0.00% | +7+2.8% | Added |
| West Oak Capital, LLC | 260 | $26.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 264 | $26.0K | 0.00% | +99+60.0% | Added |
| FourThought Financial, LLC | 297 | $29.0K | 0.00% | −91−23.5% | Reduced |
| Salem Investment Counselors Inc | 285 | $29.0K | 0.00% | 00.0% | Unchanged |