| Schubert & Co | 5 | $0 | 0.00% | −6−54.5% | Reduced |
| Beacon Capital Management, LLC | 1 | $0 | 0.00% | −5−83.3% | Reduced |
| Salem Investment Counselors Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 2 | $0 | 0.00% | +2 | New |
| Axiom Investment Management LLC | 3 | $0 | 0.00% | +3 | New |
| Paragon Wealth Strategies, LLC | 2 | $0 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Financial Connections Group, Inc. | 5 | $0 | 0.00% | +5 | New |
| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 5 | $432 | 0.00% | +1+25.0% | Added |
| Sutton Wealth Advisors Inc. | 9 | $777 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 11 | $1.00K | 0.00% | −1,087−99.0% | Reduced |
| First Horizon Advisors, Inc. | 19 | $1.00K | 0.00% | −165−89.7% | Reduced |
| Benjamin Edwards Inc | 9 | $1.00K | 0.00% | −20−69.0% | Reduced |
| Elequin Capital LP | 12 | $1.00K | 0.00% | −15−55.6% | Reduced |
| Sound Income Strategies, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| Toth Financial Advisory Corp | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 10 | $1.00K | 0.00% | +2+25.0% | Added |
| Crewe Advisors LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Beaird Harris Wealth Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Stephens Consulting, LLC | 18 | $1.55K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 20 | $1.73K | 0.00% | +20 | New |
| TCI Wealth Advisors, Inc. | 21 | $2.00K | 0.00% | −53−71.6% | Reduced |
| Mizuho Securities Co. Ltd. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 25 | $2.00K | 0.00% | −19−43.2% | Reduced |
| Column Capital Advisors, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $2.00K | 0.00% | +14+175.0% | Added |
| JFS Wealth Advisors, LLC | 20 | $2.00K | 0.00% | +10+100.0% | Added |
| Raffa Wealth Management, LLC | 25 | $2.16K | 0.00% | +12+92.3% | Added |
| Allworth Financial LP | 39 | $3.00K | 0.00% | −21−35.0% | Reduced |
| Hanson & Doremus Investment Management | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $3.00K | 0.00% | +40 | New |
| Atwood & Palmer Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 44 | $4.00K | 0.00% | +8+22.2% | Added |
| Wagner Wealth Management, LLC | 44 | $4.00K | 0.00% | +10+29.4% | Added |
| Bourgeon Capital Management LLC | 43 | $4.00K | 0.00% | +41+2,050.0% | Added |
| WFA Asset Management Corp | 55 | $4.75K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 63 | $5.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 70 | $5.53K | 0.00% | +70 | New |
| Bell Investment Advisors, Inc | 71 | $6.00K | 0.00% | −15−17.4% | Reduced |
| Webster Bank, N. A. | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 70 | $6.00K | 0.00% | +70 | New |
| Glen Eagle Advisors, LLC | 84 | $7.25K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 89 | $8.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 100 | $8.00K | 0.00% | +67+203.0% | Added |
| Harbor Investment Advisory, LLC | 108 | $9.00K | 0.00% | −50−31.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 121 | $10.0K | 0.00% | −1,500−92.5% | Reduced |
| GHP Investment Advisors, Inc. | 115 | $10.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 118 | $10.0K | 0.00% | +46+63.9% | Added |
| Sandy Spring Bank | 136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 130 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 134 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 119 | $11.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 131 | $11.0K | 0.01% | +131 | New |