| Bellwether Advisors, LLC | 8 | $0 | 0.00% | −2,566−99.7% | Reduced |
| Ford Financial Group, LLC | 6 | $0 | 0.00% | +6 | New |
| Kelly Financial Services LLC | 19,843 | $160 | 0.01% | +19,680+12,073.6% | Added |
| Glen Eagle Advisors, LLC | 4 | $496 | 0.00% | −20−83.3% | Reduced |
| Howe & Rusling Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Gemmer Asset Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| Tradewinds Capital Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| HM Payson & Co | 16 | $2.00K | 0.00% | −2,089−99.2% | Reduced |
| Zions Bancorporation, N.A. | 14 | $2.00K | 0.00% | −2−12.5% | Reduced |
| Wagner Wealth Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 20 | $2.00K | 0.00% | −1−4.8% | Reduced |
| Joseph P. Lucia & Associates, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 15 | $2.00K | 0.00% | +6+66.7% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 19 | $2.00K | 0.00% | −9,789−99.8% | Reduced |
| Baldrige Asset Management LLC | 20 | $2.00K | 0.00% | +20 | New |
| Strategic Blueprint, LLC | 15 | $2.00K | 0.00% | +15 | New |
| CVA Family Office, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Savior LLC | 25 | $3.00K | 0.00% | −20−44.4% | Reduced |
| Gradient Investments LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 22 | $3.00K | 0.00% | +2+10.0% | Added |
| Raffa Wealth Management, LLC | 27 | $3.35K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Wealth Quarterback LLC | 25 | $4.00K | 0.00% | +25 | New |
| Bartlett & Co. Wealth Management LLC | 34 | $4.22K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $4.96K | 0.00% | +4+11.1% | Added |
| Parkside Financial Bank & Trust | 37 | $5.00K | 0.00% | −477−92.8% | Reduced |
| Sound Income Strategies, LLC | 43 | $5.00K | 0.00% | +5+13.2% | Added |
| Smithfield Trust Co | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 47 | $5.00K | 0.00% | +7+17.5% | Added |
| McCarthy Asset Management, Inc. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 40 | $5.00K | 0.00% | +20+100.0% | Added |
| Estabrook Capital Management | 43 | $5.33K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 52 | $6.00K | 0.00% | +52 | New |
| TD Private Client Wealth LLC | 53 | $6.57K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 54 | $7.00K | 0.00% | −160−74.8% | Reduced |
| Edge Wealth Management LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 54 | $7.00K | 0.00% | −2−3.6% | Reduced |
| Baystate Wealth Management LLC | 68 | $8.00K | 0.00% | −100−59.5% | Reduced |
| Enterprise Financial Services Corp | 68 | $8.00K | 0.00% | +12+21.4% | Added |
| Parisi Gray Wealth Management | 67 | $8.00K | 0.00% | +67 | New |
| Prestige Wealth Management Group LLC | 66 | $8.00K | 0.00% | +66 | New |
| San Francisco Sentry Investment Group (Ca) | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 75 | $9.00K | 0.00% | +75 | New |
| Elmwood Wealth Management, Inc. | 75 | $9.00K | 0.00% | +75 | New |
| BerganKDV Wealth Management, LLC | 77 | $10.0K | 0.00% | +28+57.1% | Added |
| Modus Advisors, LLC | 78 | $10.0K | 0.00% | +78 | New |
| GoalVest Advisory LLC | 84 | $10.0K | 0.01% | +84 | New |
| Peoples Financial Services Corp. | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $12.0K | 0.00% | +100 | New |
| Red Door Wealth Management, LLC | 100 | $12.0K | 0.00% | +100 | New |
| Activest Wealth Management | 108 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 101 | $13.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 108 | $13.0K | 0.00% | +51+89.5% | Added |
| Asset Dedication, LLC | 111 | $13.0K | 0.00% | +111 | New |
| FinTrust Capital Advisors, LLC | 109 | $14.0K | 0.00% | +109 | New |
| Clearstead Advisors, LLC | 124 | $15.0K | 0.00% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 123 | $15.2K | 0.01% | +123 | New |
| Valley National Advisers Inc | 132 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 130 | $16.0K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 128 | $16.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 131 | $16.0K | 0.00% | +120+1,090.9% | Added |
| Gleason Group, Inc. | 135 | $17.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 135 | $17.0K | 0.00% | +44+48.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $18.6K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 150 | $19.0K | 0.00% | −775−83.8% | Reduced |
| Corbenic Partners LLC | 165 | $20.0K | 0.01% | +60+57.1% | Added |
| Cedar Mountain Advisors, LLC | 165 | $20.0K | 0.01% | +165 | New |
| Prentice Wealth Management LLC | 173 | $21.0K | 0.01% | −5−2.8% | Reduced |
| CNB Bank | 170 | $21.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 178 | $22.0K | 0.00% | +81+83.5% | Added |
| Concord Wealth Partners | 196 | $24.0K | 0.01% | +52+36.1% | Added |
| FFT Wealth Management LLC | 192 | $24.0K | 0.01% | +192 | New |
| Halpern Financial, Inc. | 200 | $24.8K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 200 | $25.0K | 0.01% | −69−25.7% | Reduced |
| Meeder Asset Management Inc | 202 | $25.0K | 0.00% | −52−20.5% | Reduced |
| Washington Trust Co | 203 | $25.0K | 0.00% | −47−18.8% | Reduced |
| Heritage Wealth Advisors | 205 | $25.4K | 0.00% | +9+4.6% | Added |