| First Horizon Corp | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 22 | $1.00K | 0.00% | −900−97.6% | Reduced |
| Private Ocean, LLC | 25 | $1.00K | 0.00% | −300−92.3% | Reduced |
| Financial Enhancement Group LLC | 25 | $1.00K | 0.00% | −14−35.9% | Reduced |
| HM Payson & Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 27 | $1.00K | 0.00% | +20+285.7% | Added |
| Horan Securities, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Ford Financial Group, LLC | 31 | $1.00K | 0.00% | +31 | New |
| FNY Investment Advisers, LLC | 50 | $2.00K | 0.00% | −1,450−96.7% | Reduced |
| Clearview Wealth Advisors LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 40 | $2.00K | 0.00% | +40 | New |
| Central Trust Co | 60 | $3.00K | 0.00% | −29,362−99.8% | Reduced |
| Clear Investment Research, LLC | 68 | $3.00K | 0.01% | +2+3.0% | Added |
| Versant Capital Management, Inc | 60 | $3.00K | 0.00% | −8−11.8% | Reduced |
| Manchester Capital Management LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 62 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 56 | $3.00K | 0.00% | +41+273.3% | Added |
| Stonebridge Capital Advisors LLC | 60 | $3.00K | 0.00% | +60 | New |
| Baldrige Asset Management LLC | 50 | $3.00K | 0.00% | +50 | New |
| True Link Financial Advisors, LLC | 64 | $3.00K | 0.00% | +64 | New |
| Bartlett & Co. Wealth Management LLC | 62 | $3.11K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 75 | $4.00K | 0.00% | +10+15.4% | Added |
| Dark Forest Capital Management LP | 88 | $4.00K | 0.00% | +88 | New |
| BerganKDV Wealth Management, LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 92 | $5.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $5.00K | 0.00% | – | – |
| Walled Lake Planning & Wealth Management, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $5.00K | 0.00% | +100 | New |
| Coastal Capital Group, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| Sutton Wealth Advisors Inc. | 106 | $5.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 110 | $5.51K | 0.00% | −344−75.8% | Reduced |
| Elmwood Wealth Management, Inc. | 126 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 120 | $6.00K | 0.00% | +10+9.1% | Added |
| Hoover Financial Advisors, Inc. | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 119 | $6.00K | 0.00% | +19+19.0% | Added |
| Ironwood Financial, llc | 112 | $6.00K | 0.00% | +32+40.0% | Added |
| Winch Advisory Services, LLC | 127 | $6.00K | 0.00% | +64+101.6% | Added |
| Parisi Gray Wealth Management | 126 | $6.00K | 0.00% | +126 | New |
| Activest Wealth Management | 136 | $7.00K | 0.01% | −163−54.5% | Reduced |
| Focused Wealth Management, Inc | 145 | $7.00K | 0.00% | +6+4.3% | Added |
| McIlrath & Eck, LLC | 164 | $8.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 155 | $8.00K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 175 | $9.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 171 | $9.00K | 0.00% | +171 | New |
| Paragon Wealth Strategies, LLC | 178 | $9.00K | 0.00% | +178 | New |
| Enterprise Financial Services Corp | 207 | $10.0K | 0.00% | −169−44.9% | Reduced |
| Fieldpoint Private Securities, LLC | 220 | $10.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 200 | $10.0K | 0.00% | +50+33.3% | Added |
| Avion Wealth | 200 | $10.0K | 0.00% | +100+100.0% | Added |
| Glen Eagle Advisors, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 217 | $11.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 212 | $11.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 220 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 235 | $12.0K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 240 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 252 | $13.0K | 0.00% | +6+2.4% | Added |
| SkyView Investment Advisors, LLC | 247 | $13.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 250 | $13.0K | 0.00% | +250 | New |
| Itau Unibanco Holding S.A. | 264 | $13.0K | 0.00% | +264 | New |
| Strategic Blueprint, LLC | 252 | $13.0K | 0.00% | +252 | New |
| Hartford Financial Management Inc. | 270 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 280 | $14.0K | 0.00% | 00.0% | Unchanged |
| Agf Investments Inc. | 270 | $14.0K | 0.00% | +55+25.6% | Added |
| Lenox Wealth Advisors, LLC | 300 | $15.0K | 0.00% | −128−29.9% | Reduced |
| Pin Oak Investment Advisors Inc | 306 | $15.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 292 | $15.0K | 0.00% | +7+2.5% | Added |
| Beck Bode, LLC | 300 | $15.0K | 0.00% | +300 | New |
| Sonora Investment Management, LLC | 321 | $16.0K | 0.00% | +66+25.9% | Added |
| Capital Advisors, Ltd. LLC | 342 | $17.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 347 | $17.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 337 | $17.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 346 | $17.0K | 0.00% | +9+2.7% | Added |
| Kistler-Tiffany Companies, LLC | 335 | $17.0K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 341 | $17.0K | 0.00% | +183+115.8% | Added |
| Sterling Investment Advisors, Ltd. | 361 | $18.0K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 350 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 370 | $19.0K | 0.00% | −900−70.9% | Reduced |
| Trust Co | 370 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 400 | $20.0K | 0.01% | −8,133−95.3% | Reduced |
| McClarren Financial Advisors, Inc. | 405 | $20.0K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 400 | $20.0K | 0.00% | 00.0% | Unchanged |