| Albion Financial Group | 1 | $0 | 0.00% | −249−99.6% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Horan Securities, Inc. | 3 | $0 | 0.00% | +3 | New |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | −180−95.7% | Reduced |
| Huntington National Bank | 9 | $1.00K | 0.00% | +1+12.5% | Added |
| Kistler-Tiffany Companies, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $1.00K | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Outfitter Financial LLC | 10 | $1.00K | 0.00% | +10 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Western Pacific Wealth Management, LP | 9 | $1.00K | 0.00% | +9 | New |
| City State Bank | 10 | $1.00K | 0.00% | +10 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Sutton Wealth Advisors Inc. | 8 | $1.14K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 13 | $1.86K | 0.00% | +13 | New |
| Harel Insurance Investments & Financial Services Ltd. | 15 | $2.00K | 0.00% | −43−74.1% | Reduced |
| Alaethes Wealth LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 14 | $2.00K | 0.00% | +14 | New |
| FIL Ltd | 20 | $3.00K | 0.00% | −144−87.8% | Reduced |
| Clearstead Advisors, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 30 | $3.00K | 0.00% | +30 | New |
| Valley National Advisers Inc | 19 | $3.00K | 0.00% | +19 | New |
| Reilly Financial Advisors, LLC | 24 | $3.00K | 0.00% | +24 | New |
| Stonebridge Capital Advisors LLC | 18 | $3.00K | 0.00% | +18 | New |
| Raleigh Capital Management Inc. | 21 | $3.00K | 0.00% | +21 | New |
| First Manhattan Co | 29 | $4.00K | 0.00% | −650−95.7% | Reduced |
| Total Clarity Wealth Management, Inc. | 30 | $4.00K | 0.00% | −342−91.9% | Reduced |
| Pittenger & Anderson Inc | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 25 | $4.00K | 0.00% | +25 | New |
| CoreCap Advisors, LLC | 38 | $5.00K | 0.00% | +38 | New |
| Bell Investment Advisors, Inc | 43 | $6.00K | 0.00% | +7+19.4% | Added |
| AdvisorNet Financial, Inc | 45 | $6.00K | 0.00% | +15+50.0% | Added |
| Sargent Bickham Lagudis LLC | 42 | $6.00K | 0.00% | +42 | New |
| SJS Investment Consulting Inc. | 41 | $6.00K | 0.00% | +41 | New |
| Confluence Wealth Services, Inc. | 42 | $6.00K | 0.00% | +42 | New |
| Fortitude Advisory Group L.L.C. | 39 | $6.00K | 0.00% | +39 | New |
| BDO Wealth Advisors, LLC | 50 | $7.00K | 0.00% | +25+100.0% | Added |
| Creative Financial Designs Inc | 50 | $7.00K | 0.00% | +50 | New |
| Altshuler Shaham Ltd | 48 | $7.00K | 0.00% | +48 | New |
| Lee Financial Co | 49 | $7.00K | 0.00% | +49 | New |
| Signet Financial Management, LLC | 47 | $7.00K | 0.00% | +47 | New |
| RE Dickinson Investment Advisors, LLC | 49 | $7.00K | 0.01% | +49 | New |
| Atlas Capital Advisors LLC | 50 | $7.15K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 57 | $8.00K | 0.00% | +1+1.8% | Added |
| TCI Wealth Advisors, Inc. | 59 | $8.00K | 0.00% | +15+34.1% | Added |
| NVWM, LLC | 58 | $8.00K | 0.00% | +17+41.5% | Added |
| Glassman Wealth Services | 54 | $8.00K | 0.00% | +42+350.0% | Added |
| Northwestern Mutual Wealth Management Co | 58 | $8.00K | 0.00% | +58 | New |
| Strategic Asset Management, LLC | 71 | $10.0K | 0.01% | +32+82.1% | Added |
| Steward Financial Group LLC | 70 | $10.0K | 0.01% | +70 | New |
| SOA Wealth Advisors, LLC. | 82 | $11.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 75 | $11.0K | 0.00% | +75 | New |
| Amplius Wealth Advisors, LLC | 80 | $11.0K | 0.00% | +80 | New |
| Optimum Investment Advisors | 85 | $12.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 91 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 91 | $13.0K | 0.00% | +6+7.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 100 | $14.0K | 0.00% | −300−75.0% | Reduced |
| Ovata Capital Management Ltd | 100 | $14.0K | 0.00% | +100 | New |
| Ford Financial Group, LLC | 100 | $14.0K | 0.00% | +100 | New |
| Lindbrook Capital, LLC | 100 | $14.0K | 0.00% | +100 | New |
| Orion Capital Management LLC | 100 | $14.0K | 0.01% | +100 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 100 | $14.0K | 0.00% | +100 | New |
| North Star Investment Management Corp. | 105 | $15.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 103 | $15.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 106 | $15.0K | 0.00% | +105+10,500.0% | Added |
| Covestor Ltd | 101 | $15.0K | 0.02% | +101 | New |
| Koshinski Asset Management, Inc. | 107 | $15.3K | 0.00% | −2−1.8% | Reduced |
| Earnest Partners LLC | 110 | $16.0K | 0.00% | +110 | New |
| Arlington Partners LLC | 114 | $16.0K | 0.00% | +114 | New |
| Anchor Investment Management, LLC | 125 | $17.9K | 0.00% | +100+400.0% | Added |
| Hantz Financial Services, Inc. | 127 | $18.0K | 0.00% | −643−83.5% | Reduced |
| Bedel Financial Consulting, Inc. | 125 | $18.0K | 0.01% | −175−58.3% | Reduced |
| TFC Financial Management | 128 | $18.0K | 0.01% | +103+412.0% | Added |
| Retirement Planning Co of New England, Inc. | 130 | $18.0K | 0.01% | +130 | New |
| Rise Advisors, LLC | 130 | $18.6K | 0.02% | +130 | New |
| Clearview Wealth Advisors LLC | 136 | $19.0K | 0.01% | −27−16.6% | Reduced |
| Front Row Advisors LLC | 164 | $23.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 167 | $24.0K | 0.01% | −230−57.9% | Reduced |
| Ancora Advisors, LLC | 168 | $24.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 170 | $24.0K | 0.00% | +170 | New |
| Northern Oak Wealth Management Inc | 175 | $25.0K | 0.00% | +175 | New |
| Rockbridge Investment Management, LCC | 185 | $26.0K | 0.00% | +185 | New |
| Hudock, Inc. | 230 | $32.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 226 | $32.0K | 0.00% | +166+276.7% | Added |
| Credit Agricole S A | 228 | $33.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 230 | $33.0K | 0.00% | +200+666.7% | Added |
| Hall Laurie J Trustee | 265 | $38.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 269 | $38.5K | 0.02% | +118+78.1% | Added |
| Wagner Wealth Management, LLC | 302 | $43.0K | 0.03% | +15+5.2% | Added |
| Oakworth Capital, Inc. | 300 | $43.0K | 0.00% | +300 | New |
| Mark Sheptoff Financial Planning, LLC | 300 | $43.0K | 0.02% | +300 | New |
| Focused Wealth Management, Inc | 309 | $44.0K | 0.01% | −271−46.7% | Reduced |
| Acadian Asset Management LLC | 310 | $44.0K | 0.00% | +310 | New |
| Tradition Wealth Management, LLC | 325 | $46.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 327 | $47.0K | 0.01% | +327 | New |
| HWG Holdings LP | 351 | $50.0K | 0.02% | +351 | New |
| IFP Advisors, Inc | 359 | $52.0K | 0.00% | +103+40.2% | Added |
| Wolff Wiese Magana LLC | 371 | $53.0K | 0.03% | 00.0% | Unchanged |