| Sterling Investment Advisors, Ltd. | 7 | $0 | 0.00% | −44−86.3% | Reduced |
| USA Financial Portformulas Corp | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 165 | $0 | 0.00% | +116+236.7% | Added |
| TSFG, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | +2 | New |
| FNY Investment Advisers, LLC | 1 | $0 | 0.00% | +1 | New |
| Addison Advisors LLC | 6 | $0 | 0.00% | +6 | New |
| Gemmer Asset Management LLC | 9 | $1.00K | 0.00% | −55−85.9% | Reduced |
| Hudock, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Aquire Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Bivin & Associates, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Sageworth Trust Co | 30 | $2.00K | 0.00% | −100−76.9% | Reduced |
| Delta Asset Management LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 22 | $2.00K | 0.00% | +21+2,100.0% | Added |
| Arlington Partners LLC | 26 | $2.00K | 0.00% | +26 | New |
| Sierra Capital LLC | 30 | $2.00K | 0.00% | +30 | New |
| CarsonAllaria Wealth Management, Ltd. | 33 | $2.00K | 0.00% | +33 | New |
| Stephens Consulting, LLC | 30 | $2.15K | 0.00% | +30 | New |
| McDonald Partners LLC | 33 | $2.37K | 0.00% | +33 | New |
| Absolute Capital Management, LLC | 33 | $2.37K | 0.00% | +33 | New |
| Eagle Bay Advisors LLC | 39 | $3.00K | 0.00% | −39−50.0% | Reduced |
| Pinnacle Financial Partners Inc | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 46 | $3.00K | 0.00% | +46 | New |
| Amplius Wealth Advisors, LLC | 49 | $3.00K | 0.00% | +49 | New |
| Country Trust Bank | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 57 | $4.00K | 0.00% | +9+18.8% | Added |
| Costello Asset Management, INC | 60 | $4.00K | 0.00% | +10+20.0% | Added |
| PFG Private Wealth Management, LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 53 | $4.00K | 0.00% | +53 | New |
| Zullo Investment Group, Inc. | 49 | $4.00K | 0.00% | +49 | New |
| Loomis Sayles & Co L P | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 69 | $5.00K | 0.01% | +69 | New |
| Horan Securities, Inc. | 71 | $5.00K | 0.00% | +71 | New |
| Lake Point Wealth Management | 70 | $5.00K | 0.00% | +70 | New |
| Carolinas Wealth Consulting LLC | 84 | $6.00K | 0.00% | −13−13.4% | Reduced |
| IronBridge Private Wealth, LLC | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 77 | $6.00K | 0.00% | +12+18.5% | Added |
| FinTrust Capital Advisors, LLC | 81 | $6.00K | 0.00% | +81 | New |
| Simon Quick Advisors, LLC | 100 | $7.00K | 0.00% | −621−86.1% | Reduced |
| TD Capital Management LLC | 104 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 95 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 95 | $7.00K | 0.01% | +95 | New |
| Raffa Wealth Management, LLC | 103 | $7.37K | 0.00% | +40+63.5% | Added |
| Resolute Partners Group | 110 | $8.00K | 0.00% | −162−59.6% | Reduced |
| Clearstead Advisors, LLC | 118 | $8.00K | 0.00% | −96−44.9% | Reduced |
| Clean Yield Group | 105 | $8.00K | 0.00% | −114−52.1% | Reduced |
| Stonebridge Capital Advisors LLC | 116 | $8.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 111 | $8.00K | 0.00% | +17+18.1% | Added |
| Blume Capital Management, Inc. | 130 | $9.00K | 0.00% | −20−13.3% | Reduced |
| Crescent Capital Consulting, LLC | 120 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 121 | $9.00K | 0.00% | +30+33.0% | Added |
| Carmichael Hill & Associates, Inc. | 140 | $10.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 149 | $10.0K | 0.00% | +31+26.3% | Added |
| Selective Wealth Management, Inc. | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 151 | $11.0K | 0.00% | +110+268.3% | Added |
| FSB Premier Wealth Management, Inc. | 156 | $11.0K | 0.00% | +156 | New |
| Insight Financial Services | 159 | $11.0K | 0.01% | +159 | New |
| Essex Investment Management Co LLC | 185 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 178 | $13.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 175 | $13.0K | 0.00% | +48+37.8% | Added |
| Baystate Wealth Management LLC | 177 | $13.0K | 0.00% | +177 | New |
| High Net Worth Advisory Group LLC | 182 | $13.0K | 0.00% | +182 | New |
| Sutton Wealth Advisors Inc. | 185 | $13.2K | 0.00% | +5+2.8% | Added |
| Lumature Wealth Partners, LLC | 200 | $14.0K | 0.01% | −49−19.7% | Reduced |
| Stonebridge Financial Planning Group, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Field & Main Bank | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $14.3K | 0.01% | +200 | New |
| Brewin Dolphin Ltd | 203 | $15.0K | 0.00% | −225−52.6% | Reduced |
| Kozak & Associates, Inc. | 227 | $15.0K | 0.01% | +3+1.3% | Added |
| Capital Advisors, Ltd. LLC | 210 | $15.0K | 0.00% | +9+4.5% | Added |
| Freedman Financial Associates, Inc. | 218 | $16.0K | 0.01% | +218 | New |
| Earnest Partners LLC | 239 | $17.0K | 0.00% | +73+44.0% | Added |
| SOA Wealth Advisors, LLC. | 255 | $18.0K | 0.00% | +3+1.2% | Added |
| BDO Wealth Advisors, LLC | 245 | $18.0K | 0.00% | +22+9.9% | Added |
| Concorde Financial Corp | 253 | $18.0K | 0.01% | +253 | New |
| Professional Financial Advisors, LLC | 260 | $19.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 270 | $19.0K | 0.01% | +270 | New |
| NVWM, LLC | 275 | $20.0K | 0.01% | −700−71.8% | Reduced |
| First Horizon Advisors, Inc. | 270 | $20.0K | 0.00% | −12−4.3% | Reduced |
| Perkins Coie Trust Co | 284 | $20.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 284 | $20.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 282 | $20.0K | 0.03% | +282 | New |
| Monolith Advisors | 285 | $20.0K | 0.02% | +285 | New |
| Tucker Asset Management LLC | 280 | $20.1K | 0.01% | +200+250.0% | Added |
| Silvant Capital Management LLC | 296 | $21.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 295 | $21.0K | 0.00% | +295 | New |
| Outfitter Financial LLC | 300 | $21.0K | 0.02% | +300 | New |
