| Montag A & Associates Inc | 1 | $0 | 0.00% | −25−96.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1 | $175 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $1.00K | 0.00% | −754−98.7% | Reduced |
| FNY Investment Advisers, LLC | 10 | $1.00K | 0.00% | −490−98.0% | Reduced |
| KB Financial Partners, LLC | 8 | $1.00K | 0.00% | −97−92.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 3 | $1.00K | 0.00% | −100−97.1% | Reduced |
| Alaska Permanent Fund Corp | 4 | $1.00K | 0.00% | −11−73.3% | Reduced |
| South State Corp. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Bray Capital Advisors | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 6 | $1.00K | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 6 | $1.05K | 0.00% | – | – |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.05K | 0.00% | +6 | New |
| Stephens Consulting, LLC | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 10 | $2.00K | 0.00% | −137−93.2% | Reduced |
| Tradewinds Capital Management, LLC | 12 | $2.00K | 0.00% | −19−61.3% | Reduced |
| Sierra Capital LLC | 14 | $2.00K | 0.00% | −16−53.3% | Reduced |
| Corbenic Partners LLC | 10 | $2.00K | 0.00% | −1−9.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| American Research & Management Co. | 10 | $2.00K | 0.00% | +10 | New |
| Tfo-TDC, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Vectors Research Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Better Money Decisions, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Atlas Capital Advisors LLC | 12 | $2.10K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $3.00K | 0.00% | −511−96.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 15 | $3.00K | 0.00% | −132−89.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 16 | $3.00K | 0.00% | −6−27.3% | Reduced |
| IMA Wealth, Inc. | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $3.00K | 0.00% | +2+13.3% | Added |
| Morton Brown Family Wealth, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 20 | $3.00K | 0.00% | +20 | New |
| BCR Wealth Strategies, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Motco | 22 | $4.00K | 0.00% | −93−80.9% | Reduced |
| Albion Financial Group | 24 | $4.00K | 0.00% | −2−7.7% | Reduced |
| NewSquare Capital LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Global Financial Private Client, LLC | 24 | $4.32K | 0.00% | −100−80.6% | Reduced |
| State of Wyoming | 29 | $5.00K | 0.00% | −752−96.3% | Reduced |
| Clear Perspectives Financial Planning, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 31 | $5.00K | 0.00% | +31 | New |
| WFA of San Diego, LLC | 27 | $5.00K | 0.00% | +27 | New |
| Pflug Koory, LLC | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 32 | $6.00K | 0.00% | −1−3.0% | Reduced |
| John W. Brooker & Co., CPAs | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 37 | $6.00K | 0.00% | +20+117.6% | Added |
| Macroview Investment Management LLC | 37 | $6.00K | 0.01% | +37 | New |
| Strategic Asset Management, LLC | 37 | $6.00K | 0.01% | +37 | New |
| Tucker Asset Management LLC | 35 | $6.12K | 0.00% | +35 | New |
| Estabrook Capital Management | 38 | $6.64K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 39 | $7.00K | 0.00% | −13−25.0% | Reduced |
| HighMark Wealth Management LLC | 38 | $7.00K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 38 | $7.00K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $7.00K | 0.00% | +40 | New |
| Rational Advisors LLC | 45 | $8.00K | 0.00% | −7,499−99.4% | Reduced |
| Private Ocean, LLC | 46 | $8.00K | 0.00% | −50−52.1% | Reduced |
| Sageworth Trust Co | 48 | $8.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $8.00K | 0.02% | +50 | New |
| Raffa Wealth Management, LLC | 50 | $8.74K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 50 | $8.74K | 0.00% | +4+8.7% | Added |
| Evermay Wealth Management LLC | 50 | $9.00K | 0.00% | −280−84.8% | Reduced |
| Vigilant Capital Management, LLC | 52 | $9.00K | 0.00% | −73−58.4% | Reduced |
| Oakworth Capital, Inc. | 52 | $9.00K | 0.00% | −34−39.5% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 50 | $9.00K | 0.00% | −15−23.1% | Reduced |
| American National Bank | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 49 | $9.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 49 | $9.00K | 0.00% | +20+69.0% | Added |
| Ritter Daniher Financial Advisory LLC | 50 | $9.00K | 0.01% | +50 | New |
| Castleview Partners, LLC | 1,843 | $9.68K | 0.01% | +610+49.5% | Added |
| Bivin & Associates, Inc. | 60 | $10.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 64 | $11.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 65 | $11.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 71 | $12.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 70 | $12.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 70 | $12.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 65 | $12.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 77 | $13.0K | 0.00% | −7−8.3% | Reduced |
| Clear Investment Research, LLC | 73 | $13.0K | 0.03% | 00.0% | Unchanged |