| Bogart Wealth, LLC | 5 | $0 | 0.00% | −413−98.8% | Reduced |
| Lenox Wealth Advisors, LLC | 3 | $0 | 0.00% | −72−96.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $0 | 0.00% | +9 | New |
| Kelly Financial Services LLC | 28,779 | $300 | 0.01% | +28,779 | New |
| Versant Capital Management, Inc | 12 | $1.00K | 0.00% | −61−83.6% | Reduced |
| Toth Financial Advisory Corp | 10 | $1.00K | 0.00% | −10−50.0% | Reduced |
| Global Trust Asset Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 6 | $1.00K | 0.00% | +6 | New |
| Logan Capital Management Inc | 10 | $1.00K | 0.00% | +10 | New |
| Pinnacle Wealth Advisors | 6 | $1.00K | 0.00% | +6 | New |
| Truvestments Capital LLC | 10 | $1.00K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 19 | $2.00K | 0.00% | −43−69.4% | Reduced |
| Valley National Advisers Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 27 | $3.00K | 0.00% | +27 | New |
| Sutton Wealth Advisors Inc. | 34 | $3.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $3.84K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 45 | $4.00K | 0.00% | +36+400.0% | Added |
| BerganKDV Wealth Management, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 67 | $6.00K | 0.00% | +67 | New |
| NVWM, LLC | 63 | $6.00K | 0.00% | +63 | New |
| Eagle Bay Advisors LLC | 56 | $6.00K | 0.00% | +56 | New |
| Enterprise Financial Services Corp | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 70 | $7.00K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 72 | $7.00K | 0.00% | +72 | New |
| McIlrath & Eck, LLC | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 91 | $9.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 98 | $9.00K | 0.00% | +83+553.3% | Added |
| Optimum Investment Advisors | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 108 | $10.0K | 0.00% | +108 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 107 | $10.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 117 | $11.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 115 | $11.0K | 0.01% | +65+130.0% | Added |
| Hanson & Doremus Investment Management | 280 | $13.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 150 | $14.0K | 0.00% | +150 | New |
| Concord Wealth Partners | 159 | $15.0K | 0.00% | +146+1,123.1% | Added |
| Key Financial Inc | 156 | $16.0K | 0.01% | +156 | New |
| Glassman Wealth Services | 180 | $17.0K | 0.00% | −14−7.2% | Reduced |
| Professional Financial Advisors, LLC | 180 | $17.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 188 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 190 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 207 | $18.0K | 0.00% | +25+13.7% | Added |
| Zions Bancorporation, N.A. | 190 | $18.0K | 0.00% | +97+104.3% | Added |
| HBC Financial Services, PLLC | 200 | $18.0K | 0.01% | +200 | New |
| Elkhorn Partners Limited Partnership | 200 | $19.0K | 0.01% | −4,600−95.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 203 | $19.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 213 | $20.0K | 0.01% | +63+42.0% | Added |
| Bartlett & Co. Wealth Management LLC | 215 | $20.7K | 0.00% | +206+2,288.9% | Added |
| Providence Capital Advisors, LLC | 221 | $21.0K | 0.01% | −1,117−83.5% | Reduced |
| Brown Brothers Harriman & Co | 217 | $21.0K | 0.00% | +12+5.9% | Added |
| Bartlett & Co. LLC | 215 | $21.0K | 0.00% | +206+2,288.9% | Added |
| Sonora Investment Management, LLC | 233 | $22.0K | 0.00% | +163+232.9% | Added |
| Sittner & Nelson, LLC | 239 | $23.0K | 0.02% | −945−79.8% | Reduced |
| Hudock, Inc. | 248 | $23.0K | 0.01% | +100+67.6% | Added |
| Sound Income Strategies, LLC | 250 | $24.0K | 0.00% | +27+12.1% | Added |
| CVA Family Office, LLC | 255 | $24.0K | 0.01% | +240+1,600.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 272 | $26.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 287 | $28.0K | 0.00% | +276+2,509.1% | Added |
| Smith Asset Management Group LP | 349 | $33.0K | 0.00% | +9+2.6% | Added |
| Harbor Investment Advisory, LLC | 340 | $33.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 350 | $34.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 370 | $35.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 387 | $37.0K | 0.00% | −47−10.8% | Reduced |
| Lloyd Advisory Services, LLC. | 389 | $37.0K | 0.02% | −49−11.2% | Reduced |
| 1832 Asset Management L.P. | 400 | $38.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 400 | $38.0K | 0.03% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 400 | $38.0K | 0.02% | +200+100.0% | Added |
| Washington Trust Co | 425 | $41.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 424 | $41.0K | 0.03% | +424 | New |
| San Francisco Sentry Investment Group (Ca) | 439 | $42.0K | 0.02% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 450 | $43.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 482 | $46.0K | 0.00% | +42+9.5% | Added |
| Plante Moran Financial Advisors, LLC | 476 | $46.0K | 0.01% | +40+9.2% | Added |
| Barrett Asset Management, LLC | 490 | $47.0K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 590 | $47.0K | 0.00% | +590 | New |
| Peoples Financial Services Corp. | 500 | $48.0K | 0.02% | −350−41.2% | Reduced |
| Atwood & Palmer Inc | 500 | $48.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 512 | $49.5K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 519 | $50.0K | 0.00% | +55+11.9% | Added |
| AllSquare Wealth Management LLC | 526 | $50.0K | 0.03% | +100+23.5% | Added |
| Proequities, Inc. | 526 | $51.0K | 0.00% | −20−3.7% | Reduced |
| Allworth Financial LP | 534 | $51.0K | 0.00% | +2+0.4% | Added |
| Wealth Quarterback LLC | 562 | $54.0K | 0.03% | +562 | New |
| First Financial Corp | 577 | $55.0K | 0.04% | +536+1,307.3% | Added |
| Massmutual Trust Co FSB | 598 | $57.0K | 0.00% | +50+9.1% | Added |
| James Investment Research Inc | 600 | $58.0K | 0.00% | 00.0% | Unchanged |