| Harvest Fund Management Co., Ltd | 13 | $0 | 0.00% | −375−96.6% | Reduced |
| Tyler-Stone Wealth Management | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 25 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 4 | $0 | 0.00% | −15−78.9% | Reduced |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Steward Financial Group LLC | 14 | $0 | 0.00% | +14 | New |
| True Wealth Design, LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 1 | $29 | 0.00% | +1 | New |
| Lee Financial Co | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 3 | $87 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $87 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $87 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 4 | $116 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $145 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 5 | $145 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 6 | $174 | 0.00% | −37−86.0% | Reduced |
| Gleason Group, Inc. | 6 | $174 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7 | $203 | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 7 | $203 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 8 | $228 | 0.00% | −150−94.9% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $232 | 0.00% | −11−57.9% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $290 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 10 | $290 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 10 | $290 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 10 | $290 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $290 | 0.00% | +10 | New |
| Sanctuary Wealth Management, L.L.C. | 10 | $290 | 0.00% | +10 | New |
| Hexagon Capital Partners LLC | 12 | $348 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 12 | $348 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 16 | $463 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $521 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 20 | $579 | 0.00% | −9−31.0% | Reduced |
| St Germain D J Co Inc | 20 | $579 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 20 | $580 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 24 | $695 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 25 | $724 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 25 | $724 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $724 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 28 | $811 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 29 | $840 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 32 | $927 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 32 | $927 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $1.01K | 0.00% | +35 | New |
| Westside Investment Management, Inc. | 40 | $1.16K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 40 | $1.16K | 0.00% | +40 | New |
| Venturi Wealth Management, LLC | 43 | $1.25K | 0.00% | −88−67.2% | Reduced |
| Anchor Investment Management, LLC | 44 | $1.27K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 45 | $1.30K | 0.00% | −4−8.2% | Reduced |
| Massmutual Trust Co FSB | 46 | $1.33K | 0.00% | −13−22.0% | Reduced |
| Baker Avenue Asset Management, LP | 46 | $1.33K | 0.00% | −5−9.8% | Reduced |
| Northwest Investment Counselors, LLC | 46 | $1.33K | 0.00% | +46 | New |
| Addison Advisors LLC | 48 | $1.39K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 50 | $1.45K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 50 | $1.45K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 51 | $1.48K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 54 | $1.56K | 0.00% | +54 | New |
| PFG Private Wealth Management, LLC | 60 | $1.74K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 62 | $1.79K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 64 | $1.85K | 0.00% | −476−88.1% | Reduced |
| Zions Bancorporation, N.A. | 64 | $1.85K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 65 | $1.88K | 0.00% | +15+30.0% | Added |
| TSFG, LLC | 75 | $2.00K | 0.00% | −6−7.4% | Reduced |
| Lazard Asset Management LLC | 73 | $2.00K | 0.00% | +10+15.9% | Added |
| Tfo-TDC, LLC | 50 | $2.02K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 70 | $2.03K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 71 | $2.06K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 74 | $2.14K | 0.00% | +71+2,366.7% | Added |
| Atwood & Palmer Inc | 75 | $2.17K | 0.00% | +5+7.1% | Added |
| Versant Capital Management, Inc | 76 | $2.20K | 0.00% | −14−15.6% | Reduced |
| Trust Co of Vermont | 80 | $2.32K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 87 | $2.52K | 0.00% | −150−63.3% | Reduced |
| Proffitt & Goodson Inc | 90 | $2.61K | 0.00% | +90 | New |
| Parkside Financial Bank & Trust | 94 | $2.72K | 0.00% | −100−51.5% | Reduced |
| Raffa Wealth Management, LLC | 97 | $2.81K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 98 | $2.84K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $2.90K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 137 | $3.00K | 0.00% | +37+37.0% | Added |
| Resources Management Corp | 105 | $3.00K | 0.00% | +30+40.0% | Added |
| Highlander Capital Management, LLC | 92 | $3.00K | 0.00% | +92 | New |
| Byrne Asset Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Glassman Wealth Services | 107 | $3.10K | 0.00% | +34+46.6% | Added |
| Cherry Tree Wealth Management, LLC | 125 | $3.62K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 130 | $3.77K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 135 | $3.91K | 0.00% | −401−74.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 137 | $3.97K | 0.00% | +2+1.5% | Added |
| Hantz Financial Services, Inc. | 126 | $4.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 140 | $4.05K | 0.00% | +140 | New |
| HighMark Wealth Management LLC | 150 | $4.34K | 0.00% | −84−35.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 150 | $4.34K | 0.00% | 00.0% | Unchanged |
| Wells Financial Advisors INC | 150 | $4.34K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 159 | $4.61K | 0.00% | +12+8.2% | Added |
| Grove Bank & Trust | 159 | $4.61K | 0.00% | +159 | New |