| Acadian Asset Management LLC | 3 | $0 | 0.00% | −131,155−100.0% | Reduced |
| State of Wyoming | 1 | $0 | 0.00% | −2,862−100.0% | Reduced |
| Costello Asset Management, INC | 13 | $0 | 0.00% | −67−83.8% | Reduced |
| Siena Capital LLC | 3 | $0 | 0.00% | −59−95.2% | Reduced |
| James Investment Research Inc | 1 | $0 | 0.00% | −16−94.1% | Reduced |
| Mascoma Wealth Management LLC | 6 | $0 | 0.00% | −16−72.7% | Reduced |
| Perkins Coie Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3 | $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 |
| GoalVest Advisory LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 10 | $0 | 0.00% | +10 | New |
| Eukles Asset Management | 4 | $0 | 0.00% | +4 | New |
| First National Bank of South Miami | 10 | $0 | 0.00% | +10 | New |
| Cedar Mountain Advisors, LLC | 12 | $0 | 0.00% | +12 | New |
| Atticus Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Better Money Decisions, LLC | 10 | $0 | 0.00% | +10 | New |
| WestEnd Advisors, LLC | 3 | $101 | 0.00% | – | – |
| Stephens Consulting, LLC | 5 | $169 | 0.00% | −47−90.4% | Reduced |
| WR Wealth Planners, LLC | 7 | $236 | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 12 | $419 | 0.00% | −6−33.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 20 | $675 | 0.00% | +20 | New |
| Cornerstone Management, Inc. | 21 | $709 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 24 | $810 | 0.00% | −281−92.1% | Reduced |
| SkyView Investment Advisors, LLC | 26 | $1.00K | 0.00% | −9,378−99.7% | Reduced |
| Tradewinds Capital Management, LLC | 39 | $1.00K | 0.00% | −105−72.9% | Reduced |
| Bromfield Sneider Wealth Advisors | 28 | $1.00K | 0.00% | −67−70.5% | Reduced |
| Jones Financial Companies LLLP | 26 | $1.00K | 0.00% | −41−61.2% | Reduced |
| Estate Counselors, LLC | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 22 | $1.00K | 0.00% | −45−67.2% | Reduced |
| 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% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 37 | $1.00K | 0.00% | +9+32.1% | Added |
| Winch Advisory Services, LLC | 23 | $1.00K | 0.00% | −2−8.0% | Reduced |
| Roble, Belko & Company, Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 31 | $1.00K | 0.00% | −4−11.4% | Reduced |
| Cowen Prime Advisors LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 32 | $1.00K | 0.00% | −5−13.5% | Reduced |
| PrairieView Partners, LLC | 23 | $1.00K | 0.00% | +10+76.9% | Added |
| Arlington Partners LLC | 24 | $1.00K | 0.00% | +24 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 26 | $1.00K | 0.00% | +26 | New |
| GPS Wealth Strategies Group, LLC | 34 | $1.00K | 0.00% | +34 | New |
| Johnson Midwest Financial, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Total Clarity Wealth Management, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Level Financial Advisors, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| New Millennium Group LLC | 37 | $1.00K | 0.00% | +37 | New |
| Horizons Wealth Management | 45 | $1.00K | 0.00% | +45 | New |
| American State Bank (Iowa) | 41 | $1.38K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 149 | $1.63K | 0.00% | +28+23.1% | Added |
| Tucker Asset Management LLC | 51 | $1.72K | 0.00% | +30+142.9% | Added |
| Raffa Wealth Management, LLC | 53 | $1.79K | 0.00% | −14−20.9% | Reduced |
| KB Financial Partners, LLC | 59 | $2.00K | 0.00% | −8,757−99.3% | Reduced |
| Horan Securities, Inc. | 49 | $2.00K | 0.00% | −142−74.3% | Reduced |
| Benjamin Edwards Inc | 68 | $2.00K | 0.00% | −39−36.4% | Reduced |
| 1832 Asset Management L.P. | 69 | $2.00K | 0.00% | −11−13.8% | Reduced |
| NVWM, LLC | 65 | $2.00K | 0.00% | −8−11.0% | Reduced |
| HHM Wealth Advisors, LLC | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 55 | $2.00K | 0.00% | −25−31.3% | Reduced |
| Assetmark, Inc | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 46 | $2.00K | 0.00% | −8−14.8% | Reduced |
| Ahrens Investment Partners LLC | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 70 | $2.00K | 0.00% | +70 | New |
| First PREMIER Bank | 49 | $2.00K | 0.00% | +49 | New |
| Syverson Strege & Co | 67 | $2.00K | 0.00% | +67 | New |
| Wagner Wealth Management, LLC | 72 | $2.00K | 0.00% | +72 | New |
| WFA Asset Management Corp | 71 | $2.41K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 84 | $3.00K | 0.00% | −254−75.1% | Reduced |
| Close Asset Management Ltd | 100 | $3.00K | 0.00% | −101−50.2% | Reduced |
| West Oak Capital, LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 103 | $3.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 98 | $3.00K | 0.00% | −5−4.9% | Reduced |
| BDO Wealth Advisors, LLC | 94 | $3.00K | 0.00% | −7−6.9% | Reduced |
| Centerpoint Advisors, LLC | 92 | $3.00K | 0.00% | −22−19.3% | Reduced |