| 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 |
| Berkshire Capital Holdings Inc | 10 | $0 | 0.00% | +10 | New |
| Community Bank, N.A. | 11 | $0 | 0.00% | +11 | New |
| First Command Advisory Services, Inc. | 16 | $0 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 26 | $0 | 0.00% | +26 | New |
| WR Wealth Planners, LLC | 7 | $186 | 0.00% | +7 | New |
| Archer Investment Corp | 9 | $239 | 0.00% | −591−98.5% | Reduced |
| Tucker Asset Management LLC | 13 | $345 | 0.00% | +13 | New |
| Stephens Consulting, LLC | 25 | $662 | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 32 | $1.00K | 0.00% | −209−86.7% | Reduced |
| Cranbrook Wealth Management, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 32 | $1.00K | 0.00% | +1+3.2% | Added |
| Carmichael Hill & Associates, Inc. | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 19 | $1.00K | 0.00% | −12−38.7% | Reduced |
| Baldrige Asset Management LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 52 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 25 | $1.00K | 0.00% | +25 | New |
| American Research & Management Co. | 26 | $1.00K | 0.00% | +26 | New |
| Adirondack Retirement Specialists, Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Delos Wealth Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Kelly Financial Services LLC | 54 | $1.43K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 90 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 92 | $2.00K | 0.00% | +47+104.4% | Added |
| First Financial Corp | 59 | $2.00K | 0.00% | +59 | New |
| Pinnacle Financial Partners Inc | 80 | $2.00K | 0.00% | +80 | New |
| CFS Investment Advisory Services, LLC | 48,495 | $2.00K | 0.00% | +48,495 | New |
| Morton Brown Family Wealth, LLC | 57 | $2.00K | 0.00% | +57 | New |
| Brown, Lisle/Cummings, Inc. | 100 | $2.65K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 120 | $3.00K | 0.00% | −93−43.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 123 | $3.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 99 | $3.00K | 0.00% | −53−34.9% | Reduced |
| GHP Investment Advisors, Inc. | 110 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 106 | $3.00K | 0.00% | +28+35.9% | Added |
| Red Cedar Capital, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 126 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 114 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $3.00K | 0.00% | +100 | New |
| Financial Synergies Wealth Advisors, Inc. | 135 | $3.58K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 145 | $3.84K | 0.00% | −4,628−97.0% | Reduced |
| Resources Management Corp | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 138 | $4.00K | 0.00% | −32−18.8% | Reduced |
| Blue Bell Private Wealth Management, LLC | 165 | $4.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 160 | $4.00K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 155 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 159 | $4.00K | 0.00% | +67+72.8% | Added |
| Raleigh Capital Management Inc. | 163 | $4.00K | 0.00% | +153+1,530.0% | Added |
| PFS Partners, LLC | 154 | $4.08K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 200 | $5.00K | 0.00% | −147−42.4% | Reduced |
| Stonebridge Capital Advisors LLC | 198 | $5.00K | 0.00% | −152−43.4% | Reduced |
| Evermay Wealth Management LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 186 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 193 | $5.12K | 0.00% | +23+13.5% | Added |
| Glen Eagle Advisors, LLC | 194 | $5.14K | 0.00% | +44+29.3% | Added |
| Bartlett & Co. Wealth Management LLC | 200 | $5.30K | 0.00% | −147−42.4% | Reduced |
| Caldwell Trust Co | 200 | $5.30K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 230 | $6.00K | 0.00% | −81−26.0% | Reduced |
| North Star Investment Management Corp. | 234 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 235 | $6.00K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 205 | $6.00K | 0.00% | +52+34.0% | Added |
| Rosenberg Matthew Hamilton | 214 | $6.00K | 0.00% | +214 | New |
| SOA Wealth Advisors, LLC. | 299 | $7.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 343 | $7.00K | 0.00% | +290+547.2% | Added |
| SRS Capital Advisors, Inc. | 271 | $7.00K | 0.00% | +200+281.7% | Added |
| Advisors Preferred, LLC | 250 | $7.00K | 0.01% | +250 | New |
| CenterStar Asset Management, LLC | – | $8.00K | 0.01% | – | – |
| City Holding Co | 300 | $8.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 284 | $8.00K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 300 | $8.00K | 0.00% | +300 | New |
| Worth Asset Management, LLC | 350 | $9.00K | 0.01% | −74−17.5% | Reduced |
| Central Trust Co | 352 | $9.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 350 | $9.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 340 | $9.00K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 340 | $9.00K | 0.00% | +306+900.0% | Added |
| Barrett & Company, Inc. | 375 | $9.27K | 0.01% | +375 | New |
| Rise Advisors, LLC | 370 | $10.0K | 0.01% | −81−18.0% | Reduced |
| Strengthening Families & Communities, LLC | 405 | $10.0K | 0.01% | +141+53.4% | Added |
| Trust Co | 370 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 389 | $10.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 406 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 430 | $11.4K | 0.00% | +312+264.4% | Added |
| Beacon Capital Management, LLC | 563 | $12.0K | 0.00% | −100−15.1% | Reduced |