| First Command Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $695 | 0.00% | – | – |
| SRS Capital Advisors, Inc. | 10 | $1.00K | 0.00% | −30−75.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 10 | $1.00K | 0.00% | +4+66.7% | Added |
| Rocky Mountain Advisers, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +7 | New |
| Insight Financial Services | 12 | $1.00K | 0.00% | +12 | New |
| TSFG, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Addison Advisors LLC | 11 | $1.00K | 0.00% | +11 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| FSC Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Salem Investment Counselors Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 19 | $2.00K | 0.00% | +13+216.7% | Added |
| Godsey & Gibb Associates | 16 | $2.00K | 0.00% | +16 | New |
| Cedar Wealth Management, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Horan Securities, Inc. | 16 | $2.00K | 0.00% | +16 | New |
| Masso Torrence Wealth Management Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Bivin & Associates, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Karlinski Andrew C | 15 | $2.00K | 0.00% | +15 | New |
| Crescent Capital Consulting, LLC | 29 | $3.00K | 0.00% | −200−87.3% | Reduced |
| Jones Financial Companies LLLP | 24 | $3.00K | 0.00% | −62−72.1% | Reduced |
| South State Corp. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 30 | $3.00K | 0.00% | +30 | New |
| Core Alternative Capital | 29 | $3.00K | 0.00% | +29 | New |
| Retirement Planning Co of New England, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Schubert & Co | 23 | $3.00K | 0.00% | +23 | New |
| Anchor Investment Management, LLC | 28 | $3.25K | 0.00% | −868−96.9% | Reduced |
| Eagle Bay Advisors LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 41 | $4.00K | 0.00% | +41 | New |
| Northwest Investment Counselors, LLC | 38 | $4.00K | 0.00% | +38 | New |
| Sierra Capital LLC | 36 | $4.00K | 0.00% | +36 | New |
| Miller Wealth Advisors, LLC | 35 | $4.00K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 39 | $4.52K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 46 | $5.00K | 0.00% | +46 | New |
| Tucker Asset Management LLC | 47 | $5.48K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 53 | $6.00K | 0.00% | −32−37.6% | Reduced |
| Hanson & Doremus Investment Management | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 53 | $6.00K | 0.00% | +20+60.6% | Added |
| Ancora Advisors, LLC | 49 | $6.00K | 0.00% | +30+157.9% | Added |
| Carolinas Wealth Consulting LLC | 49 | $6.00K | 0.00% | +44+880.0% | Added |
| Level Financial Advisors, Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Zullo Investment Group, Inc. | 52 | $6.00K | 0.00% | +52 | New |
| Tilia Fiduciary Partners, Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Accel Wealth Management | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $7.00K | 0.00% | +9+18.8% | Added |
| Surevest, LLC | 58 | $7.00K | 0.00% | +58 | New |
| Tyler-Stone Wealth Management | 57 | $7.00K | 0.00% | +57 | New |
| Sageworth Trust Co | 67 | $8.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 71 | $8.00K | 0.00% | +71 | New |
| Professional Financial Advisors, LLC | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 81 | $9.00K | 0.00% | +12+17.4% | Added |
| First Financial Corp | 89 | $10.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 86 | $10.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 86 | $10.0K | 0.00% | +12+16.2% | Added |
| American State Bank (Iowa) | 94 | $10.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 98 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 99 | $11.0K | 0.00% | −5−4.8% | Reduced |
| Westside Investment Management, Inc. | 99 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 92 | $11.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 96 | $11.0K | 0.00% | +96 | New |
| Kozak & Associates, Inc. | 93 | $11.0K | 0.01% | +93 | New |
| Stephens Consulting, LLC | 101 | $11.7K | 0.01% | +101 | New |
| Liberty One Investment Management, LLC | 105 | $12.0K | 0.00% | −7,607−98.6% | Reduced |
| Evermay Wealth Management LLC | 102 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 102 | $12.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 95 | $12.0K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 100 | $12.0K | 0.01% | +100 | New |
| City State Bank | 103 | $12.0K | 0.01% | +103 | New |
| Delta Asset Management LLC | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 110 | $13.0K | 0.00% | +66+150.0% | Added |
| Castle Financial & Retirement Planning Associates, Inc. | 103 | $13.0K | 0.04% | +103 | New |
| Byrne Asset Management LLC | 115 | $13.0K | 0.01% | +115 | New |
| HM Payson & Co | 117 | $14.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 118 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 118 | $14.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 117 | $14.0K | 0.01% | +29+33.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 122 | $14.0K | 0.00% | +122 | New |
| Aspire Private Capital, LLC | 129 | $15.0K | 0.00% | −50−27.9% | Reduced |
| Covington Capital Management | 132 | $15.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 129 | $15.0K | 0.01% | +115+821.4% | Added |
| Tradition Wealth Management, LLC | 141 | $16.0K | 0.00% | −150−51.5% | Reduced |
| North Star Investment Management Corp. | 134 | $16.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 136 | $16.0K | 0.01% | 00.0% | Unchanged |