| Bray Capital Advisors | 2 | $0 | 0.00% | −824−99.8% | Reduced |
| Cribstone Capital Management, LLC | 4 | $0 | 0.00% | −464−99.1% | Reduced |
| Perkins Coie Trust Co | 1 | $0 | 0.00% | −402−99.8% | Reduced |
| IAG Wealth Partners, LLC | 5 | $0 | 0.00% | −229−97.9% | Reduced |
| Country Trust Bank | 10 | $0 | 0.00% | −52−83.9% | Reduced |
| Ogorek Anthony Joseph | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Lowe Wealth Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Rather & Kittrell, Inc. | 14 | $0 | 0.00% | +14 | New |
| Mark Sheptoff Financial Planning, LLC | 4 | $0 | 0.00% | +4 | New |
| Foresight Capital Management Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| RGT Wealth Advisors, LLC | 15 | $0 | 0.00% | +15 | New |
| Aquire Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Mach-1 Financial Group, Inc. | 28 | $0 | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 6 | $0 | 0.00% | +6 | New |
| Operose Advisors LLC | 2 | $0 | 0.00% | +2 | New |
| Tilia Fiduciary Partners, Inc. | 6 | $0 | 0.00% | +6 | New |
| Byrne Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 4 | $0 | 0.00% | +4 | New |
| Investmark Advisory Group LLC | 23 | $0 | 0.00% | +23 | New |
| WestEnd Advisors, LLC | 2 | $60 | 0.00% | – | – |
| Halpern Financial, Inc. | 15 | $457 | 0.00% | +15 | New |
| Cornerstone Management, Inc. | 21 | $640 | 0.00% | +21 | New |
| Tucker Asset Management LLC | 21 | $645 | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 30 | $1.00K | 0.00% | −360−92.3% | Reduced |
| Enterprise Financial Services Corp | 28 | $1.00K | 0.00% | −20−41.7% | Reduced |
| Marquette Asset Management, LLC | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 22 | $1.00K | 0.00% | −7−24.1% | Reduced |
| Cardinal Capital Management, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $1.00K | 0.00% | – | – |
| Macroview Investment Management LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Estate Counselors, LLC | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 32 | $1.00K | 0.00% | +1+3.2% | Added |
| Professional Financial Advisors, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 29 | $1.00K | 0.00% | +16+123.1% | Added |
| Crewe Advisors LLC | 30 | $1.00K | 0.00% | +18+150.0% | Added |
| Financial Avengers, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Surevest, LLC | 47 | $1.00K | 0.00% | +47 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Ford Financial Group, LLC | 53 | $1.00K | 0.00% | +53 | New |
| Castleview Partners, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Insight Financial Services | 58 | $1.00K | 0.00% | +58 | New |
| PYA Waltman Capital, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Outfitter Financial LLC | 30 | $1.00K | 0.00% | +30 | New |
| Level Financial Advisors, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Steward Financial Group LLC | 50 | $1.00K | 0.00% | +50 | New |
| Shore Point Advisors, LLC | 30 | $1.00K | 0.00% | +30 | New |
| Miller Wealth Advisors, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Missouri Trust & Investment Co | 30 | $1.00K | 0.00% | +30 | New |
| Morton Brown Family Wealth, LLC | 37 | $1.00K | 0.00% | +37 | New |
| Life Planning Partners, Inc | 24 | $1.00K | 0.00% | +24 | New |
| Carroll Investors, Inc | 64 | $1.00K | 0.00% | +64 | New |
| American State Bank (Iowa) | 41 | $1.25K | 0.00% | −12−22.6% | Reduced |
| Stephens Consulting, LLC | 52 | $1.58K | 0.00% | +52 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 76 | $2.00K | 0.00% | −2,331−96.8% | Reduced |
| Creative Financial Designs Inc | 63 | $2.00K | 0.00% | −335−84.2% | Reduced |
| SRS Capital Advisors, Inc. | 72 | $2.00K | 0.00% | −58−44.6% | Reduced |
| Clearview Wealth Advisors LLC | 53 | $2.00K | 0.00% | −61−53.5% | Reduced |
| Corsicana & Co. | 50 | $2.00K | 0.00% | −78−60.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 63 | $2.00K | 0.00% | −15−19.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 76 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 70 | $2.00K | 0.00% | −5−6.7% | Reduced |
| Copeland Capital Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 80 | $2.00K | 0.00% | −1−1.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 66 | $2.00K | 0.00% | +1+1.5% | Added |
| NVWM, LLC | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 80 | $2.00K | 0.00% | +6+8.1% | Added |
| Lumature Wealth Partners, LLC | 51 | $2.00K | 0.00% | −13−20.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 79 | $2.00K | 0.00% | +18+29.5% | Added |