| Huntington National Bank | 1 | $0 | 0.00% | −29−96.7% | Reduced |
| GHP Investment Advisors, Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $0 | 0.00% | +3+33.3% | Added |
| SOA Wealth Advisors, LLC. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 8 | $0 | 0.00% | +8 | New |
| Assetmark, Inc | 10 | $0 | 0.00% | +10 | New |
| Better Money Decisions, LLC | 13 | $0 | 0.00% | +13 | New |
| Level Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Oliver Lagore Vanvalin Investment Group | 5 | $0 | 0.00% | +5 | New |
| Laffer Tengler Investments | 15 | $492 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 16 | $526 | 0.00% | +16 | New |
| Sutton Wealth Advisors Inc. | 30 | $986 | 0.00% | +30 | New |
| Private Capital Group, LLC | 33 | $1.00K | 0.00% | −1,267−97.5% | Reduced |
| Charter Oak Capital Management, LLC | 35 | $1.00K | 0.00% | −25−41.7% | Reduced |
| Cribstone Capital Management, LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 27 | $1.00K | 0.00% | +1+3.8% | Added |
| O'Dell Group, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 28 | $1.00K | 0.00% | +28 | New |
| Your Advocates Ltd., LLP | 37 | $1.00K | 0.00% | +37 | New |
| Ronald Blue Trust, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Castle Wealth Management LLC | 20 | $1.00K | 0.00% | +20 | New |
| TD Private Client Wealth LLC | 32 | $1.05K | 0.00% | −11,748−99.7% | Reduced |
| Venture Visionary Partners LLC | 34 | $1.12K | 0.00% | +34 | New |
| Financial Perspectives, Inc | 51 | $1.68K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 57 | $2.00K | 0.00% | −280−83.1% | Reduced |
| Curi Capital | 61 | $2.00K | 0.00% | −39−39.0% | Reduced |
| South State Corp. | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 50 | $2.00K | 0.00% | −2−3.8% | Reduced |
| Financial Avengers, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 60 | $2.00K | 0.00% | +30+100.0% | Added |
| Private Trust Co NA | 63 | $2.00K | 0.00% | +63 | New |
| Zions Bancorporation, N.A. | 64 | $2.00K | 0.00% | +64 | New |
| Fairfield Financial Advisors, LTD | 75 | $2.46K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 87 | $2.86K | 0.00% | +87 | New |
| Toth Financial Advisory Corp | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 102 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 101 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 98 | $3.00K | 0.00% | +8+8.9% | Added |
| JJJ Advisors Inc. | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 98 | $3.00K | 0.00% | +98 | New |
| Trust Co of Vermont | 80 | $3.00K | 0.00% | +80 | New |
| Bartlett & Co. LLC | 87 | $3.00K | 0.00% | +87 | New |
| Raffa Wealth Management, LLC | 97 | $3.19K | 0.00% | +97 | New |
| Hantz Financial Services, Inc. | 126 | $4.00K | 0.00% | −3−2.3% | Reduced |
| Resources Management Corp | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 112 | $4.00K | 0.00% | +112 | New |
| Bell Investment Advisors, Inc | 122 | $4.00K | 0.00% | +122 | New |
| Accel Wealth Management | 119 | $5.00K | 0.00% | −3,279−96.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 139 | $5.00K | 0.00% | −100−41.8% | Reduced |
| Covestor Ltd | 153 | $5.00K | 0.00% | −40−20.7% | Reduced |
| Albion Financial Group | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wells Financial Advisors INC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 140 | $5.00K | 0.00% | +20+16.7% | Added |
| Orion Capital Management LLC | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 155 | $5.00K | 0.00% | +55+55.0% | Added |
| Gould Capital, LLC | 153 | $5.00K | 0.00% | +50+48.5% | Added |
| Lee Financial Co | 152 | $5.00K | 0.00% | +150+7,500.0% | Added |
| Advisory Research Inc | 149 | $5.00K | 0.00% | +149 | New |
| Credit Agricole S A | 195 | $6.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 170 | $6.00K | 0.00% | −25−12.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 185 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 178 | $6.00K | 0.01% | −10−5.3% | Reduced |
| Johnson Financial Group, Inc. | 175 | $6.00K | 0.00% | +10+6.1% | Added |