| Ellis Investment Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $1.00K | 0.00% | −702−97.0% | Reduced |
| Trustcore Financial Services, LLC | 25 | $1.00K | 0.00% | −363−93.6% | Reduced |
| Sawyer & Company, Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 22 | $1.00K | 0.00% | +1+4.8% | Added |
| Parkside Financial Bank & Trust | 13 | $1.00K | 0.00% | +13 | New |
| Rocky Mountain Advisers, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 22 | $1.21K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 43 | $2.00K | 0.00% | −38−46.9% | Reduced |
| AdvisorNet Financial, Inc | 42 | $2.00K | 0.00% | −16−27.6% | Reduced |
| Gradient Investments LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 30 | $2.00K | 0.00% | −10−25.0% | Reduced |
| Strengthening Families & Communities, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Kelly Financial Services LLC | 37 | $2.04K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 60 | $3.00K | 0.00% | +22+57.9% | Added |
| Sugarloaf Wealth Management, LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 45 | $3.00K | 0.00% | +21+87.5% | Added |
| Red Cedar Capital, LLC | 46 | $3.00K | 0.00% | +46 | New |
| Archer Investment Corp | 68 | $3.74K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 73 | $4.00K | 0.00% | −99−57.6% | Reduced |
| Bell Investment Advisors, Inc | 80 | $4.00K | 0.00% | +42+110.5% | Added |
| Larson Financial Group LLC | 109 | $6.00K | 0.00% | −435−80.0% | Reduced |
| Lee Financial Co | 100 | $6.00K | 0.00% | −100−50.0% | Reduced |
| Evoke Wealth, LLC | 109 | $6.00K | 0.00% | −21−16.2% | Reduced |
| BerganKDV Wealth Management, LLC | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 118 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 112 | $6.00K | 0.02% | +6+5.7% | Added |
| First Personal Financial Services | 113 | $6.00K | 0.00% | +113 | New |
| Washington Trust Advisors, Inc. | 123 | $7.00K | 0.00% | −594−82.8% | Reduced |
| Beacon Capital Management, LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 122 | $7.00K | 0.00% | +5+4.3% | Added |
| Deutsche Bank AG | 139 | $8.00K | 0.00% | −50,000−99.7% | Reduced |
| Pittenger & Anderson Inc | 150 | $8.00K | 0.00% | −35,710−99.6% | Reduced |
| Financial Management Professionals, Inc. | 152 | $8.00K | 0.00% | −165−52.1% | Reduced |
| Investors Asset Management of Georgia Inc | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 137 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 160 | $8.00K | 0.00% | +156+3,900.0% | Added |
| South State Corp. | 138 | $8.00K | 0.00% | +138 | New |
| Princeton Global Asset Management LLC | 167 | $9.00K | 0.00% | +9+5.7% | Added |
| Center for Financial Planning, Inc. | 165 | $9.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 155 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 176 | $10.0K | 0.01% | −90−33.8% | Reduced |
| JNBA Financial Advisors | 175 | $10.0K | 0.00% | +73+71.6% | Added |
| Halpern Financial, Inc. | 186 | $10.2K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 200 | $11.0K | 0.02% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 200 | $11.0K | 0.02% | +200 | New |
| Piscataqua Savings Bank | 200 | $11.0K | 0.01% | +200 | New |
| Heritage Wealth Advisors | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 214 | $12.0K | 0.00% | +34+18.9% | Added |
| Strategic Asset Management, LLC | 226 | $12.0K | 0.02% | +96+73.8% | Added |
| Orion Capital Management LLC | 243 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 229 | $13.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 214 | $13.0K | 0.01% | +3+1.4% | Added |
| Schubert & Co | 244 | $13.0K | 0.01% | +43+21.4% | Added |
| Harvest Fund Management Co., Ltd | 243 | $13.0K | 0.00% | +243 | New |
| Tower Research Capital LLC (TRC) | 250 | $14.0K | 0.00% | −2,618−91.3% | Reduced |
| Allworth Financial LP | 246 | $14.0K | 0.00% | −783−76.1% | Reduced |
| Key Financial Inc | 250 | $14.0K | 0.01% | −170−40.5% | Reduced |
| Centerpoint Advisors, LLC | 250 | $14.0K | 0.01% | +250 | New |
| Pin Oak Investment Advisors Inc | 282 | $16.0K | 0.02% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 294 | $16.0K | 0.00% | +64+27.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 303 | $17.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $17.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $17.0K | 0.00% | +300 | New |
| Castle Wealth Management LLC | 332 | $18.0K | 0.01% | −99−23.0% | Reduced |
| Stonebridge Capital Advisors LLC | 331 | $18.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 328 | $18.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 328 | $18.0K | 0.00% | +63+23.8% | Added |
| Heritage Wealth Management, LLC | 346 | $19.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 346 | $19.0K | 0.01% | +17+5.2% | Added |
| Tradition Wealth Management, LLC | 342 | $19.0K | 0.00% | +7+2.1% | Added |
| Cedar Wealth Management, LLC | 355 | $20.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 369 | $20.0K | 0.02% | +18+5.1% | Added |
| Cowa, LLC | 363 | $20.0K | 0.01% | +363 | New |
| Meeder Asset Management Inc | 400 | $22.0K | 0.00% | −241−37.6% | Reduced |
| Pacifica Partners Inc. | 425 | $22.0K | 0.02% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 400 | $22.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 400 | $22.0K | 0.02% | +400 | New |
| Financial Perspectives, Inc | 408 | $22.5K | 0.01% | +8+2.0% | Added |
| Baystate Wealth Management LLC | 422 | $23.0K | 0.00% | +20+5.0% | Added |
| Tortoise Investment Management, LLC | 440 | $24.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 429 | $24.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 429 | $24.0K | 0.00% | +207+93.2% | Added |
| MUFG Americas Holdings Corp | 450 | $25.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 481 | $26.0K | 0.01% | +8+1.7% | Added |
| Bellevue Asset Management, LLC | 485 | $28.0K | 0.02% | +15+3.2% | Added |