| Professional Financial Advisors, LLC | 2 | $0 | 0.00% | −1,855−99.9% | Reduced |
| Bartlett & Co. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1 | $0 | 0.00% | +1 | New |
| Kelly Financial Services LLC | 3,825 | $23 | 0.00% | +3,802+16,530.4% | Added |
| Sutton Wealth Advisors Inc. | 1 | $166 | 0.00% | −10−90.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3 | $499 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $1.00K | 0.00% | −1,085−99.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $1.00K | 0.00% | −17−68.0% | Reduced |
| Financial Enhancement Group LLC | 7 | $1.00K | 0.00% | −4−36.4% | Reduced |
| Bourgeon Capital Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 13 | $2.00K | 0.00% | −21−61.8% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 13 | $2.00K | 0.00% | +9+225.0% | Added |
| Perkins Coie Trust Co | 10 | $2.00K | 0.00% | +10 | New |
| Whittier Trust Co | 17 | $3.00K | 0.00% | −100−85.5% | Reduced |
| JJJ Advisors Inc. | 16 | $3.00K | 0.00% | −53−76.8% | Reduced |
| Tarbox Family Office, Inc. | 18 | $3.00K | 0.00% | −7−28.0% | Reduced |
| Wolff Wiese Magana LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 17 | $3.00K | 0.00% | +14+466.7% | Added |
| Hexagon Capital Partners LLC | 17 | $3.00K | 0.00% | +7+70.0% | Added |
| Activest Wealth Management | 25 | $4.00K | 0.00% | −31−55.4% | Reduced |
| Atwood & Palmer Inc | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $4.00K | 0.00% | – | New |
| Flagship Private Wealth, LLC | 26 | $4.11K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 25 | $4.16K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 29 | $5.00K | 0.00% | −104−78.2% | Reduced |
| Private Capital Group, LLC | 31 | $5.00K | 0.00% | −89−74.2% | Reduced |
| Glassman Wealth Services | 31 | $5.00K | 0.00% | −17−35.4% | Reduced |
| Global Financial Private Client, LLC | 36 | $5.93K | 0.00% | −631−94.6% | Reduced |
| Meeder Asset Management Inc | 34 | $6.00K | 0.00% | −8−19.0% | Reduced |
| Earnest Partners LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 37 | $6.00K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 38 | $6.00K | 0.00% | +25+192.3% | Added |
| Laurel Wealth Advisors LLC | 35 | $6.00K | 0.00% | +35 | New |
| Strategic Blueprint, LLC | 36 | $6.00K | 0.00% | +36 | New |
| Zions Bancorporation, N.A. | 43 | $7.00K | 0.00% | −29−40.3% | Reduced |
| Carroll Financial Associates, Inc. | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 40 | $7.00K | 0.01% | +40 | New |
| First Horizon Corp | 50 | $8.00K | 0.00% | −16−24.2% | Reduced |
| Security National Trust Co | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 47 | $8.00K | 0.00% | +22+88.0% | Added |
| Holloway Wealth Management, LLC | – | $9.00K | 0.00% | – | – |
| Baystate Wealth Management LLC | 53 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 55 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 54 | $9.00K | 0.01% | +11+25.6% | Added |
| Asset Dedication, LLC | 56 | $9.00K | 0.00% | +56 | New |
| Sound Income Strategies, LLC | 60 | $10.0K | 0.00% | −10−14.3% | Reduced |
| Winch Advisory Services, LLC | 62 | $10.0K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 60 | $10.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 67 | $11.0K | 0.00% | −246−78.6% | Reduced |
| C M Bidwell & Associates Ltd | 64 | $11.0K | 0.01% | +64 | New |
| Aua Capital Management, LLC | 75 | $12.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 74 | $12.0K | 0.01% | +10+15.6% | Added |
| Simon Quick Advisors, LLC | 75 | $12.0K | 0.00% | +25+50.0% | Added |
| Enterprise Financial Services Corp | 71 | $12.0K | 0.00% | +35+97.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 75 | $12.0K | 0.00% | +75 | New |
| Larson Financial Group LLC | 77 | $13.0K | 0.00% | −10−11.5% | Reduced |
| West Branch Capital LLC | 81 | $13.0K | 0.01% | +81 | New |
| HHM Wealth Advisors, LLC | 78 | $13.0K | 0.00% | +78 | New |
| NVWM, LLC | 83 | $14.0K | 0.01% | −4,891−98.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 87 | $14.0K | 0.00% | −28−24.3% | Reduced |
| Toth Financial Advisory Corp | 83 | $14.0K | 0.00% | −10−10.8% | Reduced |
| Reilly Financial Advisors, LLC | 82 | $14.0K | 0.00% | +67+446.7% | Added |
| Howe & Rusling Inc | 90 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 90 | $15.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 88 | $15.0K | 0.00% | +7+8.6% | Added |
| Center for Financial Planning, Inc. | 88 | $15.0K | 0.00% | +38+76.0% | Added |
| TSFG, LLC | 99 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 99 | $16.0K | 0.00% | +70+241.4% | Added |
| HC Financial Advisors Inc | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 115 | $19.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 112 | $19.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 118 | $19.6K | 0.00% | −11−8.5% | Reduced |
| Trust Co of Vermont | 118 | $20.0K | 0.00% | −9,535−98.8% | Reduced |
| Resources Management Corp | 118 | $20.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 118 | $20.0K | 0.00% | 00.0% | Unchanged |