| First Command Advisory Services, Inc. | 502 | $0 | 0.00% | +252+100.8% | Added |
| VitalStone Financial, LLC | 10 | $0 | 0.00% | +10 | New |
| Sugarloaf Wealth Management, LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1 | $50 | 0.00% | +1 | New |
| Glass Jacobson Investment Advisors llc | 1 | $50 | 0.00% | +1 | New |
| Global Wealth Strategies & Associates | 3 | $150 | 0.00% | +3 | New |
| Grey Fox Wealth Advisors, LLC | 3 | $150 | 0.00% | +3 | New |
| Lansing Street Advisors | 4 | $200 | 0.00% | +4 | New |
| Davidson Capital Management Inc. | 5 | $250 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 8 | $400 | 0.00% | −1−11.1% | Reduced |
| Canada Pension Plan Investment Board | 10 | $500 | 0.00% | −348,100−100.0% | Reduced |
| Global Trust Asset Management, LLC | 10 | $500 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $500 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 50 | $586 | 0.01% | −150−75.0% | Reduced |
| True Wealth Design, LLC | 15 | $750 | 0.00% | +15 | New |
| CIBC Private Wealth Group, LLC | 16,662 | $833 | 0.00% | +304+1.9% | Added |
| MinichMacGregor Wealth Management, LLC | 20 | $999 | 0.00% | +20 | New |
| Arcadia Investment Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 30 | $1.00K | 0.00% | +30 | New |
| Freedom Wealth Alliance, LLC | 22 | $1.10K | 0.00% | +22 | New |
| Addison Advisors LLC | 23 | $1.15K | 0.00% | −11−32.4% | Reduced |
| Fiduciary Alliance LLC | 23 | $1.15K | 0.00% | +23 | New |
| MRP Capital Investments, LLC | 25 | $1.25K | 0.00% | +25 | New |
| Ritter Daniher Financial Advisory LLC | 30 | $1.50K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 31 | $1.55K | 0.00% | +31 | New |
| Bogart Wealth, LLC | 32 | $1.60K | 0.00% | −250−88.7% | Reduced |
| Versant Capital Management, Inc | 35 | $1.75K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 39 | $1.95K | 0.00% | +18+85.7% | Added |
| Yarbrough Capital, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Highlander Capital Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 41 | $2.05K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 42 | $2.10K | 0.00% | −4,095−99.0% | Reduced |
| NewSquare Capital LLC | 48 | $2.40K | 0.00% | −52−52.0% | Reduced |
| Washington Trust Co | 48 | $2.40K | 0.00% | +48 | New |
| City Holding Co | 50 | $2.50K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $2.50K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $2.50K | 0.00% | +50 | New |
| JNBA Financial Advisors | 50 | $2.50K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 51 | $2.55K | 0.00% | +9+21.4% | Added |
| Lee Financial Co | 54 | $2.70K | 0.00% | −15−21.7% | Reduced |
| Ten Capital Wealth Advisors, LLC | 55 | $2.75K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 59 | $2.95K | 0.00% | +20+51.3% | Added |
| Brown, Lisle/Cummings, Inc. | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 66 | $3.00K | 0.00% | +66 | New |
| Albion Financial Group | 64 | $3.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 65 | $3.25K | 0.00% | +29+80.6% | Added |
| Disciplined Investments, LLC | 67 | $3.35K | 0.00% | +48+252.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 67 | $3.35K | 0.00% | +67 | New |
| Oliver Lagore Vanvalin Investment Group | 68 | $3.40K | 0.00% | −8−10.5% | Reduced |
| PayPay Securities Corp | 68 | $3.40K | 0.23% | +68 | New |
| Cedar Wealth Management, LLC | 69 | $3.45K | 0.00% | −140−67.0% | Reduced |
| CNB Bank | 70 | $3.50K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 72 | $3.60K | 0.00% | −120−62.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 73 | $3.65K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 75 | $3.75K | 0.00% | +75 | New |
| MCF Advisors LLC | 78 | $3.90K | 0.00% | +4+5.4% | Added |
| Win Advisors, Inc | 79 | $3.95K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 80 | $4.00K | 0.00% | +80 | New |
| My Personal CFO, LLC | 80 | $4.00K | 0.00% | +80 | New |
| ClariVest Asset Management LLC | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 87 | $4.35K | 0.00% | −45−34.1% | Reduced |
| Boyd Watterson Asset Management LLC | 97 | $4.85K | 0.00% | +97 | New |
| Heritage Wealth Management, LLC | 98 | $4.90K | 0.00% | −51−34.2% | Reduced |
| Piscataqua Savings Bank | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $5.00K | 0.00% | +100 | New |
| Endurance Wealth Management, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 100 | $5.00K | 0.00% | +100 | New |
| Burleson & Company, LLC | 101 | $5.04K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 102 | $5.10K | 0.00% | −73−41.7% | Reduced |
| Focused Wealth Management, Inc | 103 | $5.15K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 106 | $5.30K | 0.00% | +64+152.4% | Added |
| Richard W. Paul & Associates, LLC | 111 | $5.55K | 0.00% | +111 | New |
| Country Trust Bank | 118 | $5.90K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 120 | $5.97K | 0.00% | −366−75.3% | Reduced |
| Harbor Investment Advisory, LLC | 125 | $6.25K | 0.00% | −2,800−95.7% | Reduced |
| Column Capital Advisors, LLC | 126 | $6.30K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 129 | $6.45K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 130 | $6.50K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 136 | $7.00K | 0.00% | −100−42.4% | Reduced |
| Pin Oak Investment Advisors Inc | 142 | $7.00K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 146 | $7.30K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 149 | $7.50K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 158 | $7.88K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 158 | $7.90K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 158 | $7.90K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 165 | $8.25K | 0.00% | +165 | New |
| Grayhawk Investment Strategies Inc. | 171 | $8.55K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 170 | $9.00K | 0.00% | 00.0% | Unchanged |