| Simon Quick Advisors, LLC | 5 | $0 | 0.00% | −82−94.3% | Reduced |
| Enterprise Financial Services Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Savior LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 3 | $0 | 0.00% | +3 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 5 | $0 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Ahl Investment Management, Inc. | 2 | $0 | 0.00% | +2 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 8 | $0 | 0.00% | +8 | New |
| Strengthening Families & Communities, LLC | 5 | $0 | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 1 | $92 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 10 | $918 | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $1.00K | 0.00% | – | – |
| Gemmer Asset Management LLC | 15 | $1.00K | 0.00% | −32−68.1% | Reduced |
| Cranbrook Wealth Management, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 | $1.00K | 0.00% | +13+162.5% | Added |
| Financial Enhancement Group LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| Aspire Private Capital, LLC | 10 | $1.00K | 0.00% | +9+900.0% | Added |
| Aquire Wealth Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| James Reed Financial Services, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Wolff Wiese Magana LLC | 20 | $2.00K | 0.00% | −168−89.4% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $2.00K | 0.00% | −34−60.7% | Reduced |
| Heritage Wealth Advisors | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 18 | $2.00K | 0.00% | −6−25.0% | Reduced |
| Coastal Capital Group, Inc. | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 27 | $2.00K | 0.00% | +14+107.7% | Added |
| Cribstone Capital Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 20 | $2.00K | 0.00% | +20 | New |
| Barnett & Company, Inc. | 19 | $2.00K | 0.00% | +19 | New |
| Core Alternative Capital | 22 | $2.00K | 0.00% | +22 | New |
| Citizens National Bank Trust Department | 20 | $2.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Shore Point Advisors, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Missouri Trust & Investment Co | 25 | $2.00K | 0.00% | +25 | New |
| Kelly Financial Services LLC | 23 | $2.11K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $3.00K | 0.00% | −44−57.9% | Reduced |
| Glassman Wealth Services | 34 | $3.00K | 0.00% | −3−8.1% | Reduced |
| JCIC Asset Management Inc. | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 45 | $3.00K | 0.00% | +45 | New |
| Beaird Harris Wealth Management, LLC | 38 | $3.00K | 0.00% | +38 | New |
| NVWM, LLC | 40 | $4.00K | 0.00% | −43−51.8% | Reduced |
| Toth Financial Advisory Corp | 45 | $4.00K | 0.00% | −33−42.3% | Reduced |
| Stonebridge Financial Planning Group, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 40 | $4.00K | 0.00% | −14−25.9% | Reduced |
| Carroll Financial Associates, Inc. | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 42 | $4.00K | 0.00% | +9+27.3% | Added |
| Outfitter Financial LLC | 40 | $4.00K | 0.00% | +40 | New |
| Tradewinds Capital Management, LLC | 50 | $5.00K | 0.00% | −50−50.0% | Reduced |
| Asset Dedication, LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 50 | $5.00K | 0.01% | −4−7.4% | Reduced |
| Highlander Capital Management, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 70 | $6.00K | 0.00% | −13−15.7% | Reduced |
| C M Bidwell & Associates Ltd | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 62 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 64 | $6.00K | 0.00% | +29+82.9% | Added |
| Covestor Ltd | 60 | $6.00K | 0.01% | +60 | New |
| South State Corp. | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 81 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 75 | $7.00K | 0.00% | +7+10.3% | Added |
| Reilly Financial Advisors, LLC | 74 | $7.00K | 0.00% | +74 | New |
| EverSource Wealth Advisors, LLC | 77 | $7.00K | 0.00% | +77 | New |
| Sandy Cove Advisors, LLC | 71 | $7.00K | 0.01% | +71 | New |
| Hudock, Inc. | 90 | $8.00K | 0.00% | −200−69.0% | Reduced |
| Oakworth Capital, Inc. | 91 | $8.00K | 0.00% | −45−33.1% | Reduced |
| Evermay Wealth Management LLC | 83 | $8.00K | 0.00% | +3+3.8% | Added |
| Sargent Bickham Lagudis LLC | 91 | $8.00K | 0.00% | +50+122.0% | Added |
| Stephens Consulting, LLC | 90 | $8.26K | 0.01% | +90 | New |
| Financial Perspectives, Inc | 97 | $8.91K | 0.00% | −1,427−93.6% | Reduced |
| Covington Capital Management | 98 | $9.00K | 0.00% | −12,718−99.2% | Reduced |
| HC Financial Advisors Inc | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 99 | $9.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 100 | $9.00K | 0.01% | +25+33.3% | Added |
| Ten Capital Wealth Advisors, LLC | 99 | $9.00K | 0.00% | +55+125.0% | Added |
| Trust Co of Vermont | 100 | $9.00K | 0.00% | +100 | New |
| CoreCap Advisors, LLC | 103 | $9.00K | 0.00% | +103 | New |
| Operose Advisors LLC | 100 | $9.00K | 0.01% | +100 | New |