| TCI Wealth Advisors, Inc. | 20 | $0 | 0.00% | −122−85.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 4 | $0 | 0.00% | −8−66.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| National Bank of Canada | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $0 | 0.00% | +1+16.7% | Added |
| Creative Financial Designs Inc | 7 | $0 | 0.00% | +7 | New |
| First Community Trust NA | 3 | $0 | 0.00% | +3 | New |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 4 | $165 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 22 | $911 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 26 | $1.00K | 0.00% | −114−81.4% | Reduced |
| ClariVest Asset Management LLC | 18 | $1.00K | 0.00% | −14−43.8% | Reduced |
| Stonebridge Capital Advisors LLC | 14 | $1.00K | 0.00% | −30−68.2% | Reduced |
| FinTrust Capital Advisors, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 22 | $1.00K | 0.00% | −16−42.1% | Reduced |
| Covestor Ltd | 22 | $1.00K | 0.00% | −8−26.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 28 | $1.00K | 0.00% | +1+3.7% | Added |
| Capital Advisors, Ltd. LLC | 25 | $1.00K | 0.00% | +3+13.6% | Added |
| Roble, Belko & Company, Inc | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 21 | $1.00K | 0.00% | −1−4.5% | Reduced |
| Sound Income Strategies, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 15 | $1.00K | 0.00% | −7−31.8% | Reduced |
| Financial Connections Group, Inc. | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16 | $1.00K | 0.00% | −6−27.3% | Reduced |
| JFS Wealth Advisors, LLC | 20 | $1.00K | 0.00% | +12+150.0% | Added |
| Benjamin Edwards Inc | 18 | $1.00K | 0.00% | +18 | New |
| Cordant, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Kelly Financial Services LLC | 25 | $1.04K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 29 | $1.20K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Bedel Financial Consulting, Inc. | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 70 | $3.00K | 0.00% | +1+1.4% | Added |
| Harbor Investment Advisory, LLC | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 77 | $3.00K | 0.00% | +77 | New |
| TCWP LLC | 89 | $3.00K | 0.00% | +89 | New |
| Beacon Capital Management, LLC | 70 | $3.00K | 0.00% | +70 | New |
| Bartlett & Co. Wealth Management LLC | 77 | $3.18K | 0.00% | +77 | New |
| Howe & Rusling Inc | 95 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 107 | $4.00K | 0.00% | +1+0.9% | Added |
| Geneos Wealth Management Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 93 | $4.00K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 76 | $4.00K | 0.00% | +76 | New |
| Gemmer Asset Management LLC | 137 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 121 | $5.00K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 114 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 115 | $5.00K | 0.00% | +115 | New |
| Financial Perspectives, Inc | 142 | $5.87K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 146 | $6.00K | 0.00% | −14−8.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 149 | $6.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 146 | $6.00K | 0.00% | +18+14.1% | Added |
| Laffer Tengler Investments | 166 | $6.86K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 171 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 161 | $7.00K | 0.00% | +131+436.7% | Added |
| First Financial Corp | 205 | $8.00K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 189 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 178 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 182 | $8.00K | 0.00% | +90+97.8% | Added |
| Lake Point Wealth Management | 200 | $8.00K | 0.00% | +200 | New |
| Rise Advisors, LLC | 190 | $8.00K | 0.01% | +190 | New |
| Covington Capital Management | 211 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 216 | $9.00K | 0.00% | +1+0.5% | Added |
| Spire Wealth Management | 252 | $10.0K | 0.00% | −60−19.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 245 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 249 | $10.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 235 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 240 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 282 | $10.0K | 0.00% | +233+475.5% | Added |
| Massmutual Trust Co FSB | 249 | $10.0K | 0.00% | +249 | New |
| Fifth Third Bancorp | 261 | $11.0K | 0.00% | −88−25.2% | Reduced |