| HBC Financial Services, PLLC | 7 | $0 | 0.00% | −214−96.8% | Reduced |
| MUFG Americas Holdings Corp | 3 | $0 | 0.00% | −129−97.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 21 | $0 | 0.00% | −112−84.2% | Reduced |
| Castleview Partners, LLC | 1 | $0 | 0.00% | −148−99.3% | Reduced |
| Roble, Belko & Company, Inc | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 13 | $0 | 0.00% | −10−43.5% | Reduced |
| Johnson Midwest Financial, LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 5 | $0 | 0.00% | −12−70.6% | Reduced |
| WestEnd Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 10 | $0 | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |
| Eukles Asset Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 10 | $0 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 13 | $0 | 0.00% | +1+8.3% | Added |
| Pacifica Partners Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1 | $0 | 0.00% | +1 | New |
| Hallmark Capital Management Inc | 15 | $0 | 0.00% | +15 | New |
| Selway Asset Management | 10 | $0 | 0.00% | +10 | New |
| Exchange Traded Concepts, LLC | 13 | $0 | 0.00% | +13 | New |
| Johnson Financial Group, Inc. | 17 | $0 | 0.00% | +17 | New |
| Axiom Investment Management LLC | 15 | $0 | 0.00% | +15 | New |
| First Command Advisory Services, Inc. | 9 | $0 | 0.00% | +9 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 35 | $0 | 0.00% | +35 | New |
| Adirondack Retirement Specialists, Inc. | 6 | $0 | 0.00% | +6 | New |
| Sage Private Wealth Group, LLC | 10 | $0 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 18 | $0 | 0.00% | +18 | New |
| EdgeRock Capital LLC | 16 | $0 | 0.00% | +16 | New |
| Kenfarb & Co. | 10 | $0 | 0.00% | +10 | New |
| Stephens Consulting, LLC | 5 | $117 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $117 | 0.00% | +5 | New |
| WR Wealth Planners, LLC | 7 | $164 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 9 | $199 | 0.00% | +9 | New |
| West Paces Advisors Inc. | 10 | $234 | 0.00% | −14−58.3% | Reduced |
| Fairfield Financial Advisors, LTD | 13 | $293 | 0.00% | +1+8.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 20 | $468 | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 21 | $492 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $796 | 0.00% | −19−35.8% | Reduced |
| United Community Bank | 36 | $842 | 0.00% | +36 | New |
| American State Bank (Iowa) | 41 | $959 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 46 | $1.00K | 0.00% | −284−86.1% | Reduced |
| Emfo, LLC | 32 | $1.00K | 0.00% | −118−78.7% | Reduced |
| Lee Financial Co | 52 | $1.00K | 0.00% | −28−35.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 44 | $1.00K | 0.00% | −59−57.3% | Reduced |
| Surevest, LLC | 53 | $1.00K | 0.00% | −47−47.0% | Reduced |
| Disciplined Investments, LLC | 64 | $1.00K | 0.00% | −16−20.0% | Reduced |
| Orion Capital Management LLC | 50 | $1.00K | 0.00% | −50−50.0% | Reduced |
| Assetmark, Inc | 37 | $1.00K | 0.00% | −20−35.1% | Reduced |
| Benjamin Edwards Inc | 27 | $1.00K | 0.00% | −41−60.3% | Reduced |
| Copeland Capital Management, LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 23 | $1.00K | 0.00% | −26−53.1% | Reduced |
| Wagner Wealth Management, LLC | 61 | $1.00K | 0.00% | −11−15.3% | Reduced |
| HHM Wealth Advisors, LLC | 24 | $1.00K | 0.00% | −50−67.6% | Reduced |
| Clear Perspectives Financial Planning, LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 37 | $1.00K | 0.00% | −10−21.3% | Reduced |
| KB Financial Partners, LLC | 59 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 22 | $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% | 00.0% | Unchanged |
| Estate Counselors, LLC | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 37 | $1.00K | 0.00% | +3+8.8% | Added |
| Insight Financial Services | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 22 | $1.00K | 0.00% | −10−31.3% | Reduced |
| Clearview Wealth Advisors LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 66 | $1.00K | 0.00% | +66 | New |
| Cowa, LLC | 50 | $1.00K | 0.00% | +50 | New |
| CFS Investment Advisory Services, LLC | 18,345 | $1.00K | 0.00% | +18,345 | New |
| Activest Wealth Management | 16 | $1.00K | 0.00% | +16 | New |
| Missouri Trust & Investment Co | 20 | $1.00K | 0.00% | +20 | New |
| Tucker Asset Management LLC | 51 | $1.33K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 72 | $1.69K | 0.00% | +1+1.4% | Added |
| Abound Wealth Management | 73 | $1.70K | 0.00% | +73 | New |