| Bell Investment Advisors, Inc | 6 | $0 | 0.00% | −8−57.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 1 | $0 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 10 | $745 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9 | $1.00K | 0.00% | −33−78.6% | Reduced |
| Pinnacle Financial Partners Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 19 | $1.00K | 0.00% | +10+111.1% | Added |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $1.00K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Abound Wealth Management | 20 | $1.42K | 0.00% | +20 | New |
| Glen Eagle Advisors, LLC | 27 | $1.92K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 30 | $2.00K | 0.00% | −6−16.7% | Reduced |
| TCI Wealth Advisors, Inc. | 24 | $2.00K | 0.00% | +6+33.3% | Added |
| Stonebridge Capital Advisors LLC | 27 | $2.00K | 0.00% | +8+42.1% | Added |
| Versant Capital Management, Inc | 31 | $2.00K | 0.00% | +10+47.6% | Added |
| Professional Financial Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Adirondack Retirement Specialists, Inc. | 31 | $2.00K | 0.00% | +31 | New |
| De Burlo Group Inc | 33 | $2.35K | 0.00% | +33 | New |
| Westside Investment Management, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 39 | $3.00K | 0.00% | +9+30.0% | Added |
| Disciplined Investments, LLC | 43 | $3.00K | 0.00% | +7+19.4% | Added |
| Creative Financial Designs Inc | 49 | $3.00K | 0.00% | +49 | New |
| Coastal Capital Group, Inc. | 40 | $3.00K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 44 | $3.13K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 56 | $3.98K | 0.00% | −59−51.3% | Reduced |
| Spire Wealth Management | 50 | $4.00K | 0.00% | −184−78.6% | Reduced |
| Focused Wealth Management, Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 51 | $4.00K | 0.00% | +20+64.5% | Added |
| First Personal Financial Services | 50 | $4.00K | 0.00% | +50 | New |
| Sutton Wealth Advisors Inc. | 62 | $4.41K | 0.00% | +19+44.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $5.00K | 0.00% | −4,700−98.5% | Reduced |
| BerganKDV Wealth Management, LLC | 70 | $5.00K | 0.00% | −36−34.0% | Reduced |
| Jones Financial Companies LLLP | 69 | $5.00K | 0.00% | −14−16.9% | Reduced |
| Farmers & Merchants Investments Inc | 82 | $6.00K | 0.00% | −181−68.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 87 | $6.00K | 0.00% | +1+1.2% | Added |
| Gables Capital Management Inc. | 89 | $6.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $6.00K | 0.00% | +66+314.3% | Added |
| FourThought Financial, LLC | 106 | $7.00K | 0.00% | −125−54.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 100 | $7.00K | 0.00% | −40−28.6% | Reduced |
| North Star Investment Management Corp. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 98 | $7.00K | 0.00% | +98 | New |
| Cambridge Trust Co | 106 | $8.00K | 0.00% | −32−23.2% | Reduced |
| Rosenberg Matthew Hamilton | 118 | $8.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 119 | $8.00K | 0.00% | +119 | New |
| Zions Bancorporation, N.A. | 128 | $9.00K | 0.00% | −110−46.2% | Reduced |
| Sound Income Strategies, LLC | 130 | $9.00K | 0.00% | −22−14.5% | Reduced |
| American National Bank | 129 | $9.00K | 0.00% | +16+14.2% | Added |
| Beaird Harris Wealth Management, LLC | 132 | $9.00K | 0.00% | +132 | New |
| TD Private Client Wealth LLC | 128 | $9.09K | 0.00% | +15+13.3% | Added |
| Kistler-Tiffany Companies, LLC | 144 | $10.0K | 0.00% | +2+1.4% | Added |
| West Oak Capital, LLC | 135 | $10.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 144 | $10.0K | 0.01% | +144 | New |
| West Paces Advisors Inc. | 152 | $10.8K | 0.00% | −168−52.5% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 160 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $11.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 171 | $12.0K | 0.00% | −227−57.0% | Reduced |
| Evoke Wealth, LLC | 171 | $12.0K | 0.00% | −18−9.5% | Reduced |
| Payden & Rygel | 190 | $14.0K | 0.00% | −1,340−87.6% | Reduced |
| First Financial Corp | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 194 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 217 | $15.0K | 0.00% | −13−5.7% | Reduced |
| Front Row Advisors LLC | 203 | $15.0K | 0.01% | −4−1.9% | Reduced |
| MUFG Americas Holdings Corp | 206 | $15.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 210 | $15.0K | 0.00% | +207+6,900.0% | Added |
| Harbour Investments, Inc. | 175 | $16.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 230 | $16.0K | 0.00% | +200+666.7% | Added |
| Hallmark Capital Management Inc | 240 | $17.0K | 0.00% | +103+75.2% | Added |
| TD Waterhouse Canada Inc. | 234 | $17.4K | 0.00% | +4+1.7% | Added |
| Wellington Shields Capital Management, LLC | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 250 | $18.0K | 0.02% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 251 | $18.0K | 0.00% | +46+22.4% | Added |
| Clearstead Advisors, LLC | 271 | $19.0K | 0.00% | +1+0.4% | Added |
| Hexagon Capital Partners LLC | 272 | $19.0K | 0.01% | +49+22.0% | Added |
| BDO Wealth Advisors, LLC | 267 | $19.0K | 0.00% | +267 | New |