| Sargent Bickham Lagudis LLC | 22 | $0 | 0.00% | −235−91.4% | Reduced |
| HM Payson & Co | 25 | $0 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $0 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 23 | $0 | 0.00% | +23 | New |
| Horan Securities, Inc. | 20 | $0 | 0.00% | +20 | New |
| Schubert & Co | 1 | $0 | 0.00% | +1 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Zullo Investment Group, Inc. | 20 | $0 | 0.00% | +20 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 64 | $0 | 0.00% | +64 | New |
| Laffer Tengler Investments | 40 | $728 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 34 | $1.00K | 0.00% | −100,504−100.0% | Reduced |
| JJJ Advisors Inc. | 35 | $1.00K | 0.00% | −412−92.2% | Reduced |
| Lee Financial Co | 67 | $1.00K | 0.00% | −9−11.8% | Reduced |
| Tarbox Family Office, Inc. | 63 | $1.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 76 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $1.00K | 0.00% | +5+20.0% | Added |
| Lake Point Wealth Management | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $1.00K | 0.00% | +49 | New |
| Country Trust Bank | 40 | $1.00K | 0.00% | +40 | New |
| Rinkey Investments | 100 | $1.00K | 0.00% | +100 | New |
| Pflug Koory, LLC | 37 | $1.00K | 0.00% | +37 | New |
| Core Alternative Capital | 45 | $1.00K | 0.00% | +45 | New |
| TD Private Client Wealth LLC | 107 | $1.95K | 0.00% | +22+25.9% | Added |
| Institutional & Family Asset Management, LLC | 100 | $2.00K | 0.00% | −1,000−90.9% | Reduced |
| Bell Investment Advisors, Inc | 115 | $2.00K | 0.00% | −250−68.5% | Reduced |
| Delos Wealth Advisors, LLC | 100 | $2.00K | 0.00% | −73−42.2% | Reduced |
| Column Capital Advisors, LLC | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 127 | $2.00K | 0.00% | −9−6.6% | Reduced |
| NVWM, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $2.00K | 0.00% | +65+185.7% | Added |
| Cambridge Trust Co | 100 | $2.00K | 0.00% | +100 | New |
| Strengthening Families & Communities, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Sutton Wealth Advisors Inc. | 110 | $2.00K | 0.00% | +14+14.6% | Added |
| Raffa Wealth Management, LLC | 111 | $2.02K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 160 | $2.91K | 0.00% | +160 | New |
| South State Corp. | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 155 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 170 | $3.00K | 0.00% | +170 | New |
| Tucker Asset Management LLC | 204 | $3.81K | 0.00% | −125−38.0% | Reduced |
| PSI Advisors, LLC | 200 | $4.00K | 0.00% | −200−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 246 | $4.00K | 0.00% | −186−43.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 230 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 194 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 223 | $4.00K | 0.00% | −1−0.4% | Reduced |
| Financial Management Professionals, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 193 | $4.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 325 | $4.00K | 0.00% | +325 | New |
| Kessler Investment Group, LLC | 212 | $4.00K | 0.00% | +212 | New |
| Curi Capital | 272 | $4.00K | 0.00% | +272 | New |
| Solstein Capital, LLC | 250 | $5.00K | 0.00% | −2,000−88.9% | Reduced |
| Ellevest, Inc. | 292 | $5.00K | 0.00% | −9−3.0% | Reduced |
| Retirement Group, LLC | 282 | $5.00K | 0.00% | +6+2.2% | Added |
| HHM Wealth Advisors, LLC | 276 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 300 | $5.00K | 0.00% | +65+27.7% | Added |
| Parkside Financial Bank & Trust | 274 | $5.00K | 0.00% | +39+16.6% | Added |
| Gemmer Asset Management LLC | 300 | $5.00K | 0.00% | +175+140.0% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 250 | $5.00K | 0.00% | +250 | New |
| Miller Wealth Advisors, LLC | 260 | $5.00K | 0.00% | +260 | New |
| High Net Worth Advisory Group LLC | 300 | $5.00K | 0.00% | +300 | New |
| Glen Eagle Advisors, LLC | 275 | $5.01K | 0.00% | −850−75.6% | Reduced |
| Core Wealth Advisors, Inc. | 305 | $6.00K | 0.00% | −370−54.8% | Reduced |
| Truvestments Capital LLC | 350 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 350 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 352 | $6.00K | 0.00% | +352 | New |
| Surevest, LLC | 345 | $6.00K | 0.00% | +345 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 307 | $6.00K | 0.00% | +307 | New |
| Confluence Wealth Services, Inc. | 360 | $6.00K | 0.00% | +360 | New |
| Centerpoint Advisors, LLC | 365 | $7.00K | 0.00% | −3,300−90.0% | Reduced |
| Bogart Wealth, LLC | 370 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 361 | $7.00K | 0.00% | −34−8.6% | Reduced |
| JNBA Financial Advisors | 405 | $7.00K | 0.00% | +405 | New |
| Elmwood Wealth Management, Inc. | 400 | $7.00K | 0.00% | +400 | New |
| Standard Family Office LLC | 373 | $7.00K | 0.06% | +373 | New |
| Fieldpoint Private Securities, LLC | 457 | $8.00K | 0.00% | −31,472−98.6% | Reduced |
| Carolinas Wealth Consulting LLC | 418 | $8.00K | 0.00% | +418 | New |
| Investors Research Corp | 506 | $9.00K | 0.00% | +6+1.2% | Added |
| Knuff & Co LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 500 | $9.00K | 0.00% | +500 | New |
| Tilia Fiduciary Partners, Inc. | 478 | $9.00K | 0.01% | +478 | New |
| Tradewinds Capital Management, LLC | 560 | $10.0K | 0.00% | 00.0% | Unchanged |