| TD Ameritrade Investment Management, LLC | 13 | $0 | 0.00% | −48−78.7% | Reduced |
| Tompkins Financial Corp | 40 | $0 | 0.00% | +15+60.0% | Added |
| Massmutual Trust Co FSB | 26 | $0 | 0.00% | −3−10.3% | Reduced |
| McClarren Financial Advisors, Inc. | 43 | $0 | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 10 | $0 | 0.00% | +10 | New |
| J.Safra Asset Management Corp | 16 | $0 | 0.00% | +16 | New |
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 18 | $51 | 0.00% | +18 | New |
| Brown Brothers Harriman & Co | 3 | $55 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 4 | $74 | 0.00% | −18−81.8% | Reduced |
| Sittner & Nelson, LLC | 5 | $92 | 0.00% | −300−98.4% | Reduced |
| Robbins Farley LLC | 5 | $92 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6 | $111 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $129 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $147 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $165 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 9 | $165 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $184 | 0.00% | −189,320−100.0% | Reduced |
| WR Wealth Planners, LLC | 10 | $184 | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 14 | $258 | 0.00% | +14 | New |
| BDO Wealth Advisors, LLC | 15 | $276 | 0.00% | −100−87.0% | Reduced |
| Bellwether Advisors, LLC | 15 | $276 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $295 | 0.00% | +16 | New |
| Your Advocates Ltd., LLP | 17 | $313 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 19 | $350 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $368 | 0.00% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 20 | $369 | 0.00% | +20 | New |
| Corrado Advisors, LLC | 20 | $369 | 0.00% | +20 | New |
| Tucker Asset Management LLC | 22 | $412 | 0.00% | +22 | New |
| Ellevest, Inc. | 24 | $442 | 0.00% | −1,329−98.2% | Reduced |
| 1832 Asset Management L.P. | 25 | $460 | 0.00% | +25 | New |
| Cranbrook Wealth Management, LLC | 25 | $461 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 29 | $510 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 28 | $516 | 0.00% | +13+86.7% | Added |
| Pittenger & Anderson Inc | 30 | $553 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 18 | $592 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 34 | $627 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 35,453 | $653 | 0.00% | +11,771+49.7% | Added |
| Cornerstone Planning Group LLC | 47 | $743 | 0.00% | +47 | New |
| Raleigh Capital Management Inc. | 45 | $830 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 48 | $885 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 50 | $922 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 50 | $922 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 50 | $922 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 55 | $1.00K | 0.00% | +10+22.2% | Added |
| Bay Harbor Wealth Management, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 36 | $1.00K | 0.00% | +36 | New |
| Bessemer Group Inc | 51 | $1.00K | 0.00% | +51 | New |
| VitalStone Financial, LLC | 90 | $1.00K | 0.00% | +90 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 55 | $1.01K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 55 | $1.01K | 0.00% | +55 | New |
| First Horizon Advisors, Inc. | 58 | $1.07K | 0.00% | +25+75.8% | Added |
| Hartford Financial Management Inc. | 60 | $1.11K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 60 | $1.11K | 0.00% | +60 | New |
| Global Wealth Strategies & Associates | 60 | $1.11K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 64 | $1.18K | 0.00% | +64 | New |
| Horan Securities, Inc. | 70 | $1.29K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 71 | $1.31K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 83 | $1.53K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 85 | $1.57K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 85 | $1.57K | 0.00% | +85 | New |
| Spartan Planning & Wealth Management | 95 | $1.75K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 100 | $1.84K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $1.84K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 102 | $1.88K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 106 | $1.95K | 0.00% | +53+100.0% | Added |
| Delta Asset Management LLC | 108 | $1.99K | 0.00% | +108 | New |
| Ancora Advisors, LLC | 100 | $2.00K | 0.00% | −550−84.6% | Reduced |
| Westside Investment Management, Inc. | 128 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 127 | $2.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 109 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $2.00K | 0.00% | +60+150.0% | Added |
| Clean Yield Group | 110 | $2.03K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 113 | $2.08K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 117 | $2.16K | 0.00% | −1,027−89.8% | Reduced |
| Baker Avenue Asset Management, LP | 118 | $2.17K | 0.00% | +118 | New |
| CVA Family Office, LLC | 120 | $2.21K | 0.00% | +20+20.0% | Added |
| M&R Capital Management Inc | 125 | $2.30K | 0.00% | +125 | New |
| Zions Bancorporation, N.A. | 126 | $2.32K | 0.00% | −55−30.4% | Reduced |
| Tradewinds Capital Management, LLC | 132 | $2.43K | 0.00% | +20+17.9% | Added |
| Tilia Fiduciary Partners, Inc. | 137 | $2.52K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 140 | $2.58K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 150 | $2.76K | 0.00% | +10+7.1% | Added |
| Insight Financial Services | 150 | $2.76K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 150 | $2.76K | 0.00% | +150 | New |
| Trifecta Capital Advisors, LLC | 150 | $2.76K | 0.00% | +150 | New |
| Institutional & Family Asset Management, LLC | 151 | $2.78K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 155 | $2.86K | 0.00% | −250−61.7% | Reduced |
| Kelly Financial Services LLC | 155 | $2.86K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 174 | $2.86K | 0.00% | +174 | New |
| IAG Wealth Partners, LLC | 157 | $2.89K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 160 | $2.95K | 0.00% | +160 | New |