| Ellis Investment Partners, LLC | 45 | $0 | 0.00% | −700−94.0% | Reduced |
| Versant Capital Management, Inc | 20 | $0 | 0.00% | −54−73.0% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 40 | $0 | 0.00% | +40 | New |
| WFA of San Diego, LLC | 21 | $0 | 0.00% | +21 | New |
| Level Financial Advisors, Inc. | 10 | $0 | 0.00% | +10 | New |
| Stephens Consulting, LLC | 25 | $512 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 71 | $1.00K | 0.00% | −100−58.5% | Reduced |
| AllSquare Wealth Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 68 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 40 | $1.00K | 0.00% | −10−20.0% | Reduced |
| Key Financial Inc | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 31 | $1.00K | 0.00% | −1−3.1% | Reduced |
| Cranbrook Wealth Management, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 31 | $1.00K | 0.00% | +5+19.2% | Added |
| First Bank & Trust | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 31 | $1.00K | 0.00% | +9+40.9% | Added |
| Charter Oak Capital Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 34 | $1.00K | 0.00% | +10+41.7% | Added |
| Mach-1 Financial Group, Inc. | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 45 | $1.00K | 0.00% | +31+221.4% | Added |
| Sargent Bickham Lagudis LLC | 39 | $1.00K | 0.00% | +39 | New |
| Carmichael Hill & Associates, Inc. | 43 | $1.00K | 0.00% | +43 | New |
| Heritage Financial Services, LLC | 55 | $1.00K | 0.00% | +55 | New |
| Standard Family Office LLC | 45 | $1.00K | 0.01% | +45 | New |
| Kelly Financial Services LLC | 54 | $1.10K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 89 | $2.00K | 0.00% | −106−54.4% | Reduced |
| GHP Investment Advisors, Inc. | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 100 | $2.00K | 0.00% | −19−16.0% | Reduced |
| BerganKDV Wealth Management, LLC | 78 | $2.00K | 0.00% | −24−23.5% | Reduced |
| Fieldpoint Private Securities, LLC | 116 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 92 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 77 | $2.00K | 0.00% | +77 | New |
| Total Clarity Wealth Management, Inc. | 90 | $2.00K | 0.00% | +90 | New |
| Curi Capital | 104 | $2.00K | 0.00% | +104 | New |
| Ronald Blue Trust, Inc. | 53 | $2.00K | 0.00% | +53 | New |
| Prentice Wealth Management LLC | 100 | $2.00K | 0.00% | +100 | New |
| Allspring Global Investments Holdings, LLC | 126 | $2.00K | 0.00% | +126 | New |
| Quent Capital, LLC | 114 | $2.00K | 0.00% | +114 | New |
| Brown, Lisle/Cummings, Inc. | 100 | $2.05K | 0.00% | −100−50.0% | Reduced |
| Sutton Wealth Advisors Inc. | 118 | $2.41K | 0.00% | +32+37.2% | Added |
| Financial Synergies Wealth Advisors, Inc. | 135 | $2.76K | 0.00% | +135 | New |
| Meeder Asset Management Inc | 170 | $3.00K | 0.00% | −128−43.0% | Reduced |
| Elequin Capital LP | 152 | $3.00K | 0.00% | −85−35.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 165 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 155 | $3.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 160 | $3.00K | 0.00% | +10+6.7% | Added |
| GPS Wealth Strategies Group, LLC | 123 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 180 | $3.00K | 0.00% | +100+125.0% | Added |
| Hudock, Inc. | 150 | $3.00K | 0.00% | +150 | New |
| Glen Eagle Advisors, LLC | 150 | $3.07K | 0.00% | −150−50.0% | Reduced |
| PFS Partners, LLC | 154 | $3.15K | 0.00% | +54+54.0% | Added |
| Raffa Wealth Management, LLC | 170 | $3.48K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 200 | $4.00K | 0.00% | −200−50.0% | Reduced |
| Investors Research Corp | 186 | $4.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 186 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 210 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 153 | $4.00K | 0.00% | +7+4.8% | Added |
| JNBA Financial Advisors | 213 | $4.00K | 0.00% | +193+965.0% | Added |
| Vigilant Capital Management, LLC | 195 | $4.00K | 0.00% | +195 | New |
| Caldwell Trust Co | 200 | $4.09K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 234 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 235 | $5.00K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 241 | $5.00K | 0.00% | +209+653.1% | Added |
| Pinnacle Holdings, LLC | 280 | $5.73K | 0.00% | +280 | New |
| Heritage Wealth Management, LLC | 288 | $5.89K | 0.00% | −1,000−77.6% | Reduced |
| Glassman Wealth Services | 275 | $6.00K | 0.00% | −464−62.8% | Reduced |
| City Holding Co | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 284 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 299 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 311 | $6.00K | 0.00% | +111+55.5% | Added |
| Beacon Capital Management, Inc. | 300 | $6.00K | 0.00% | +300 | New |
| Tower View Investment Management & Research LLC | 300 | $6.00K | 0.00% | +300 | New |
| Central Trust Co | 352 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 361 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 342 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 350 | $7.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 340 | $7.00K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 347 | $7.00K | 0.00% | +147+73.5% | Added |