| Global Financial Private Client, LLC | 9 | $787 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +7 | New |
| Horan Securities, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| TAP Consulting, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 22 | $1.93K | 0.00% | +22 | New |
| Hexagon Capital Partners LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Core Alternative Capital | 25 | $2.00K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Sandy Cove Advisors, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 30 | $2.00K | 0.00% | +30 | New |
| Lee Financial Co | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 33 | $3.00K | 0.00% | +33 | New |
| Larson Financial Group LLC | 32 | $3.00K | 0.00% | +32 | New |
| West Paces Advisors Inc. | 40 | $3.50K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 43 | $4.00K | 0.00% | +43 | New |
| Bellevue Asset Management, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Logan Capital Management Inc | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 61 | $5.00K | 0.00% | +34+125.9% | Added |
| Harbor Investment Advisory, LLC | 52 | $5.00K | 0.00% | +52 | New |
| Ford Financial Group, LLC | 63 | $5.00K | 0.00% | +63 | New |
| Ritter Daniher Financial Advisory, LLC | 58 | $5.00K | 0.00% | +58 | New |
| Piscataqua Savings Bank | 60 | $5.00K | 0.00% | +60 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 65 | $5.00K | 0.00% | +65 | New |
| Brewin Dolphin Ltd | 70 | $6.00K | 0.00% | −1,300−94.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 63 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 63 | $6.00K | 0.00% | +63 | New |
| Howe & Rusling Inc | 82 | $7.00K | 0.00% | +2+2.5% | Added |
| Capital Analysts, LLC | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 81 | $7.00K | 0.01% | +81 | New |
| Solstein Capital, LLC | 97 | $8.00K | 0.00% | −500−83.8% | Reduced |
| C M Bidwell & Associates Ltd | 89 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 90 | $8.00K | 0.00% | +67+291.3% | Added |
| Castle Financial & Retirement Planning Associates, Inc. | 99 | $8.00K | 0.03% | +99 | New |
| Deseret Mutual Benefit Administrators | 98 | $9.00K | 0.00% | −390−79.9% | Reduced |
| Heritage Wealth Advisors | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 100 | $9.00K | 0.00% | +100 | New |
| Sterling Investment Advisors, Ltd. | 115 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 120 | $10.0K | 0.00% | +20+20.0% | Added |
| SRS Capital Advisors, Inc. | 113 | $10.0K | 0.00% | +88+352.0% | Added |
| Tradewinds Capital Management, LLC | 121 | $11.0K | 0.00% | −630−83.9% | Reduced |
| Amplius Wealth Advisors, LLC | 126 | $11.0K | 0.00% | +126 | New |
| Front Row Advisors LLC | 133 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 139 | $12.0K | 0.00% | +139 | New |
| TD Capital Management LLC | 144 | $13.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 150 | $13.0K | 0.01% | +150 | New |
| Outfitter Financial LLC | 150 | $13.0K | 0.01% | +150 | New |
| Raffa Wealth Management, LLC | 155 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 165 | $14.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 161 | $14.0K | 0.00% | +161 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 162 | $14.0K | 0.00% | +162 | New |
| Tilia Fiduciary Partners, Inc. | 164 | $14.0K | 0.01% | +164 | New |
| HighMark Wealth Management LLC | 175 | $15.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 173 | $15.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 171 | $15.0K | 0.00% | +171 | New |
| Delos Wealth Advisors, LLC | 183 | $16.0K | 0.02% | +183 | New |
| Carroll Financial Associates, Inc. | 192 | $17.0K | 0.00% | −26−11.9% | Reduced |
| South State Corp. | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 194 | $17.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 195 | $17.0K | 0.00% | +155+387.5% | Added |
| Missouri Trust & Investment Co | 200 | $17.0K | 0.01% | +200 | New |
| RE Dickinson Investment Advisors, LLC | 201 | $18.0K | 0.01% | +201 | New |
| Financial Perspectives, Inc | 209 | $18.3K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 232 | $20.0K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 232 | $20.0K | 0.00% | +232 | New |
| Investmark Advisory Group LLC | 230 | $20.0K | 0.02% | +230 | New |
| Johnson Financial Group, Inc. | 237 | $21.0K | 0.00% | +237 | New |
| Prestige Wealth Management Group LLC | 256 | $22.0K | 0.01% | −48−15.8% | Reduced |
| West Oak Capital, LLC | 250 | $22.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 249 | $22.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 252 | $22.0K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 250 | $22.0K | 0.01% | +250 | New |
| Trustcore Financial Services, LLC | 260 | $23.0K | 0.00% | +28+12.1% | Added |
| Aspire Private Capital, LLC | 265 | $23.0K | 0.01% | +173+188.0% | Added |
| Horizon Financial Services, LLC | 270 | $23.6K | 0.01% | −125−31.6% | Reduced |
| Confluence Wealth Services, Inc. | 285 | $24.0K | 0.01% | +285 | New |
| Atticus Wealth Management, LLC | 283 | $25.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 300 | $26.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $26.0K | 0.02% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 300 | $26.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 293 | $26.0K | 0.01% | +293 | New |
| McCarthy Grittinger Financial Group, LLC | 299 | $26.2K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 525 | $27.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 303 | $27.0K | 0.00% | +303 | New |
| Cambridge Trust Co | 319 | $28.0K | 0.00% | +319 | New |
| Covestor Ltd | 316 | $28.0K | 0.04% | +316 | New |
| Clearview Wealth Advisors LLC | 332 | $29.0K | 0.02% | −62−15.7% | Reduced |