| Annapolis Financial Services, LLC | 2 | $0 | 0.00% | −67−97.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $130 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 15 | $927 | 0.00% | – | – |
| Kelly Financial Services LLC | 15 | $953 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $2.00K | 0.00% | −387−90.6% | Reduced |
| Tompkins Financial Corp | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 39 | $2.00K | 0.00% | +25+178.6% | Added |
| McMillion Capital Management Inc | 25 | $2.00K | 0.00% | +25 | New |
| Morton Brown Family Wealth, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Cypress Capital Management LLC (WY) | 50 | $3.00K | 0.00% | −100−66.7% | Reduced |
| Johnson Midwest Financial, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $3.00K | 0.00% | +50 | New |
| Bradley & Co. Private Wealth Management, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Bellwether Advisors, LLC | 77 | $4.00K | 0.00% | −265−77.5% | Reduced |
| West Bancorporation Inc | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $4.00K | 0.00% | +10+16.7% | Added |
| Stephens Consulting, LLC | 80 | $4.95K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 88 | $5.00K | 0.00% | +7+8.6% | Added |
| Carolina Wealth Advisors, LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 81 | $5.00K | 0.00% | +37+84.1% | Added |
| Archer Investment Corp | 92 | $5.69K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 96 | $6.00K | 0.00% | +50+108.7% | Added |
| Win Advisors, Inc | 102 | $6.00K | 0.01% | +45+78.9% | Added |
| Fairfield, Bush & Co. | 92 | $6.00K | 0.00% | +92 | New |
| Moisand Fitzgerald Tamayo, LLC | 100 | $6.00K | 0.00% | +100 | New |
| Blue Bell Private Wealth Management, LLC | 120 | $7.00K | 0.00% | −50−29.4% | Reduced |
| Semmax Financial Advisors Inc. | 103 | $7.00K | 0.00% | +1+1.0% | Added |
| HighMark Wealth Management LLC | 108 | $7.00K | 0.01% | +1+0.9% | Added |
| Accel Wealth Management | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 107 | $7.00K | 0.00% | +54+101.9% | Added |
| Coston, McIsaac & Partners | 105 | $7.00K | 0.00% | +105 | New |
| Raffa Wealth Management, LLC | 118 | $7.29K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 128 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 126 | $8.00K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 133 | $8.00K | 0.01% | +133 | New |
| Castle Wealth Management LLC | 136 | $8.00K | 0.00% | +136 | New |
| Heritage Wealth Management, LLC | 130 | $8.04K | 0.00% | +9+7.4% | Added |
| Duncker Streett & Co Inc | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 148 | $9.00K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 141 | $9.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 145 | $9.00K | 0.01% | +50+52.6% | Added |
| Grayhawk Investment Strategies Inc. | 111 | $9.00K | 0.00% | +111 | New |
| Steward Financial Group LLC | 149 | $9.00K | 0.01% | +149 | New |
| Schubert & Co | 157 | $10.0K | 0.01% | +105+201.9% | Added |
| Legacy CG, LLC | 175 | $11.0K | 0.01% | +175 | New |
| WFA Asset Management Corp | 193 | $11.9K | 0.01% | +2+1.0% | Added |
| Tradewinds Capital Management, LLC | 190 | $12.0K | 0.00% | −170−47.2% | Reduced |
| IAG Wealth Partners, LLC | 196 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 189 | $12.0K | 0.00% | +2+1.1% | Added |
| Wolff Wiese Magana LLC | 196 | $12.0K | 0.01% | +25+14.6% | Added |
| GW&K Investment Management, LLC | 187 | $12.0K | 0.00% | +45+31.7% | Added |
| Winch Advisory Services, LLC | 196 | $12.0K | 0.00% | +87+79.8% | Added |
| Insight Inv LLC | 200 | $12.0K | 0.01% | +200 | New |
| Tradition Wealth Management, LLC | 210 | $13.0K | 0.00% | −310−59.6% | Reduced |
| AlphaMark Advisors, LLC | 205 | $13.0K | 0.01% | −69−25.2% | Reduced |
| Avion Wealth | 203 | $13.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 217 | $13.0K | 0.00% | +102+88.7% | Added |
| Capital Directions Investment Advisors, LLC | 220 | $14.0K | 0.00% | −33−13.0% | Reduced |
| Motco | 221 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 220 | $14.0K | 0.01% | +2+0.9% | Added |
| Tortoise Investment Management, LLC | 245 | $15.0K | 0.00% | −200−44.9% | Reduced |
| CNB Bank | 250 | $15.0K | 0.01% | −18−6.7% | Reduced |
| Baldwin Brothers Inc | 243 | $15.0K | 0.00% | −15−5.8% | Reduced |
| Operose Advisors LLC | 250 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 240 | $15.0K | 0.00% | +6+2.6% | Added |
| Harvest Fund Management Co., Ltd | 238 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 238 | $15.0K | 0.00% | +52+28.0% | Added |
| SRS Capital Advisors, Inc. | 246 | $15.0K | 0.00% | +181+278.5% | Added |
| TSFG, LLC | 260 | $16.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 254 | $16.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 279 | $17.0K | 0.01% | −2,541−90.1% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 280 | $17.0K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 277 | $17.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 293 | $18.0K | 0.00% | −207−41.4% | Reduced |
| Hall Laurie J Trustee | 290 | $18.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 300 | $18.5K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $19.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 300 | $19.0K | 0.02% | +300 | New |
| Global Financial Private Client, LLC | 317 | $19.8K | 0.01% | +80+33.8% | Added |
| Retirement Group, LLC | 317 | $20.0K | 0.01% | −12−3.6% | Reduced |