| Larson Financial Group LLC | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Valley National Advisers Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| Future Financial Wealth Managment LLC | 2 | $0 | 0.00% | +2 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 3 | $0 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 4 | $0 | 0.00% | +4 | New |
| Leonteq Securities AG | 1 | $136 | 0.00% | −20−95.2% | Reduced |
| Financial Perspectives, Inc | 2 | $272 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $543 | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Tucker Asset Management LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $2.00K | 0.00% | −15−45.5% | Reduced |
| Private Ocean, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 17 | $2.00K | 0.00% | +17 | New |
| Baystate Wealth Management LLC | 12 | $2.00K | 0.00% | +12 | New |
| Sierra Capital LLC | 12 | $2.00K | 0.00% | +12 | New |
| Schubert & Co | 17 | $2.00K | 0.00% | +17 | New |
| Amplius Wealth Advisors, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Riggs Asset Managment Co. Inc. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $3.00K | 0.00% | −2−8.0% | Reduced |
| Winch Advisory Services, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 20 | $3.00K | 0.00% | +11+122.2% | Added |
| Raffa Wealth Management, LLC | 24 | $3.26K | 0.00% | −2−7.7% | Reduced |
| Rise Advisors, LLC | 26 | $3.50K | 0.00% | +26 | New |
| Capital Advisors, Ltd. LLC | 28 | $4.00K | 0.00% | −153−84.5% | Reduced |
| Tradition Wealth Management, LLC | 28 | $4.00K | 0.00% | −66−70.2% | Reduced |
| Gradient Investments LLC | 30 | $4.00K | 0.00% | −2−6.3% | Reduced |
| Lenox Wealth Advisors, LLC | 28 | $4.00K | 0.00% | +6+27.3% | Added |
| Tradewinds Capital Management, LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 26 | $4.00K | 0.00% | +3+13.0% | Added |
| Signet Financial Management, LLC | 31 | $4.00K | 0.00% | +31 | New |
| Gibson Wealth Advisors LLC | 33 | $4.00K | 0.00% | +33 | New |
| Manchester Capital Management LLC | 34 | $5.00K | 0.00% | −945−96.5% | Reduced |
| Earnest Partners LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 47 | $6.00K | 0.00% | −225−82.7% | Reduced |
| Fieldpoint Private Securities, LLC | 41 | $6.00K | 0.00% | +15+57.7% | Added |
| EverSource Wealth Advisors, LLC | 44 | $6.00K | 0.00% | +44 | New |
| Core Wealth Advisors, Inc. | 44 | $6.00K | 0.00% | +44 | New |
| TD Waterhouse Canada Inc. | 44 | $6.85K | 0.00% | +44 | New |
| Truehand, Inc | 50 | $7.00K | 0.00% | −7−12.3% | Reduced |
| Vectors Research Management, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 50 | $7.00K | 0.00% | +50 | New |
| Bogart Wealth, LLC | 61 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 63 | $8.56K | 0.01% | +63 | New |
| Carolinas Wealth Consulting LLC | 69 | $9.00K | 0.00% | −4−5.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 70 | $9.00K | 0.00% | +70 | New |
| Beaird Harris Wealth Management, LLC | 69 | $9.00K | 0.00% | +69 | New |
| Prestige Wealth Management Group LLC | 73 | $10.0K | 0.00% | −1−1.4% | Reduced |
| Retirement Group, LLC | 72 | $10.0K | 0.00% | +72 | New |
| Atwood & Palmer Inc | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 81 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 79 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 80 | $11.0K | 0.01% | +80 | New |
| Peregrine Capital Management LLC | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 91 | $12.0K | 0.00% | +17+23.0% | Added |
| JFS Wealth Advisors, LLC | 92 | $12.0K | 0.00% | +26+39.4% | Added |
| City State Bank | 85 | $12.0K | 0.01% | +85 | New |
| Lee Financial Co | 96 | $13.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $13.6K | 0.01% | +100 | New |
| MUFG Americas Holdings Corp | 100 | $14.0K | 0.00% | −65−39.4% | Reduced |
| JNBA Financial Advisors | 105 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 102 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 102 | $14.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 100 | $14.0K | 0.00% | +100 | New |
| Norway Savings Bank | 100 | $14.0K | 0.01% | +100 | New |
| Parkside Financial Bank & Trust | 114 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 110 | $15.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 109 | $15.0K | 0.00% | +27+32.9% | Added |
| Column Capital Advisors, LLC | 111 | $15.0K | 0.00% | +103+1,287.5% | Added |
| Confluence Wealth Services, Inc. | 116 | $15.0K | 0.00% | +116 | New |
| Life Planning Partners, Inc | 109 | $15.0K | 0.02% | +109 | New |
| Glen Eagle Advisors, LLC | 116 | $15.8K | 0.00% | +1+0.9% | Added |
| Independence Bank of Kentucky | 115 | $16.0K | 0.01% | −500−81.3% | Reduced |
| Country Trust Bank | 121 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 121 | $16.0K | 0.01% | +121 | New |