| First Command Advisory Services, Inc. | 2 | $0 | 0.00% | −9−81.8% | Reduced |
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 8 | $0 | 0.00% | +2+33.3% | Added |
| Centerpoint Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Values First Advisors, Inc. | 0 | $28 | 0.00% | 0 | New |
| Silicon Valley Capital Partners | 1 | $46 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2 | $133 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $134 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $257 | 0.00% | +1+33.3% | Added |
| First Financial Corp | 4 | $266 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $267 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4 | $267 | 0.00% | +4 | New |
| Disciplined Investments, LLC | 4 | $267 | 0.00% | +4 | New |
| Hexagon Capital Partners LLC | 6 | $400 | 0.00% | +6 | New |
| Assetmark, Inc | 8 | $533 | 0.00% | −8−50.0% | Reduced |
| NewSquare Capital LLC | 9 | $600 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $666 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10 | $666 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $666 | 0.00% | +10 | New |
| Salem Investment Counselors Inc | 10 | $667 | 0.00% | −75−88.2% | Reduced |
| West Branch Capital LLC | 10 | $667 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 10 | $667 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 11 | $733 | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 12 | $800 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 13 | $866 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $866 | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 14 | $933 | 0.00% | +14 | New |
| Coastal Capital Group, Inc. | 15 | $999 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $999 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 15 | $999 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 15 | $1.00K | 0.00% | +15 | New |
| Pension & Wealth Management Advisors, Inc. | 16 | $1.07K | 0.00% | +16 | New |
| Whittier Trust Co | 17 | $1.13K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 17 | $1.13K | 0.00% | −5−22.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 17 | $1.13K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 19 | $1.27K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 21 | $1.40K | 0.00% | +21 | New |
| Armstrong Advisory Group, Inc | 22 | $1.47K | 0.00% | −23−51.1% | Reduced |
| NVWM, LLC | 22 | $1.47K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 22 | $1.47K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $1.47K | 0.00% | +16+266.7% | Added |
| Massmutual Trust Co FSB | 23 | $1.53K | 0.00% | −7−23.3% | Reduced |
| BerganKDV Wealth Management, LLC | 25 | $1.67K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 25 | $1.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 25 | $1.67K | 0.00% | +5+25.0% | Added |
| GoalVest Advisory LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 30 | $2.00K | 0.00% | +30 | New |
| Capital Advisors, Ltd. LLC | 25 | $2.00K | 0.00% | −427−94.5% | Reduced |
| Financial Freedom, LLC | 34 | $2.27K | 0.00% | −49−59.0% | Reduced |
| Antonetti Capital Management LLC | 35 | $2.33K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 35 | $2.33K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 40 | $2.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $2.67K | 0.00% | +9+29.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 41 | $2.73K | 0.00% | +1+2.5% | Added |
| FinTrust Capital Advisors, LLC | 56 | $2.74K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 43 | $2.87K | 0.00% | +43 | New |
| Hazlett, Burt & Watson, Inc. | 50 | $3.00K | 0.00% | −30−37.5% | Reduced |
| Asset Dedication, LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 50 | $3.02K | 0.00% | +50 | New |
| Crewe Advisors LLC | 48 | $3.20K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 50 | $3.33K | 0.00% | −20−28.6% | Reduced |
| C M Bidwell & Associates Ltd | 50 | $3.33K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $3.33K | 0.00% | −120−70.6% | Reduced |
| Larson Financial Group LLC | 50 | $3.33K | 0.00% | −15−23.1% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $3.33K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 50 | $3.33K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 50 | $3.33K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 52 | $3.46K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 52 | $3.46K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 56 | $3.73K | 0.00% | +1+1.8% | Added |
| Zions Bancorporation, N.A. | 56 | $3.73K | 0.00% | +21+60.0% | Added |
| Activest Wealth Management | 59 | $3.74K | 0.00% | −250−80.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 58 | $3.87K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 64 | $4.26K | 0.00% | −662−91.2% | Reduced |
| Iron Horse Wealth Management, LLC | 64 | $4.26K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 70 | $4.67K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 71 | $4.73K | 0.00% | +70+7,000.0% | Added |
| Rise Advisors, LLC | 72 | $4.80K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $4.86K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 73 | $4.86K | 0.00% | +9+14.1% | Added |
| Accel Wealth Management | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 80 | $5.33K | 0.00% | +80 | New |
| Bell Investment Advisors, Inc | 84 | $5.60K | 0.00% | +18+27.3% | Added |
| Ronald Blue Trust, Inc. | 128 | $6.00K | 0.00% | +16+14.3% | Added |
| Geneos Wealth Management Inc. | 92 | $6.13K | 0.00% | +8+9.5% | Added |
| OpenView Management, LLC | 95 | $6.33K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $6.66K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 100 | $6.66K | 0.00% | +100 | New |
| Pacific Center for Financial Services | 100 | $6.66K | 0.00% | +100 | New |
| Pathway Financial Advisers, LLC | 102 | $6.80K | 0.00% | +80+363.6% | Added |