| Snowden Capital Advisors LLC | 16 | $0 | 0.00% | −5,962−99.7% | Reduced |
| Massmutual Trust Co FSB | 1 | $0 | 0.00% | −77−98.7% | Reduced |
| Freedman Financial Associates, Inc. | 12 | $0 | 0.00% | −49−80.3% | Reduced |
| Bell Investment Advisors, Inc | 6 | $0 | 0.00% | −50−89.3% | Reduced |
| JNBA Financial Advisors | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 16 | $0 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $0 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 8 | $0 | 0.00% | +8 | New |
| Surevest, LLC | 12 | $0 | 0.00% | +12 | New |
| Cornerstone Advisory, LLC | 8 | $0 | 0.00% | +8 | New |
| RGT Wealth Advisors, LLC | 15 | $0 | 0.00% | +15 | New |
| Sierra Capital LLC | 6 | $0 | 0.00% | +6 | New |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| Financial Connections Group, Inc. | 10 | $0 | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 3 | $92 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $338 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 43 | $1.00K | 0.00% | −37−46.3% | Reduced |
| Sargent Bickham Lagudis LLC | 38 | $1.00K | 0.00% | −66−63.5% | Reduced |
| Financial Management Professionals, Inc. | 26 | $1.00K | 0.00% | −23−46.9% | Reduced |
| Sentry Investment Management LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 24 | $1.00K | 0.00% | −8−25.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 27 | $1.00K | 0.00% | −3−10.0% | Reduced |
| Wagner Wealth Management, LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 32 | $1.00K | 0.00% | +32 | New |
| EverSource Wealth Advisors, LLC | 48 | $1.00K | 0.00% | +48 | New |
| Maryland Capital Advisors Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Beaird Harris Wealth Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Bivin & Associates, Inc. | 40 | $1.00K | 0.00% | +40 | New |
| Richwood Investment Advisors, LLC | 44 | $1.00K | 0.00% | +44 | New |
| Archer Investment Corp | 34 | $1.04K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $1.11K | 0.00% | +36 | New |
| Piscataqua Savings Bank | 80 | $2.00K | 0.00% | −30−27.3% | Reduced |
| Adirondack Trust Co | 74 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 70 | $2.00K | 0.00% | −28−28.6% | Reduced |
| Brewin Dolphin Ltd | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 80 | $2.00K | 0.00% | +80 | New |
| Ahrens Investment Partners LLC | 58 | $2.00K | 0.00% | +58 | New |
| First National Bank of South Miami | 55 | $2.00K | 0.00% | +55 | New |
| Dark Forest Capital Management LP | 76 | $2.00K | 0.00% | +76 | New |
| Level Financial Advisors, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Ahl Investment Management, Inc. | 60 | $2.00K | 0.00% | +60 | New |
| Intelligent Financial Strategies | 75 | $2.00K | 0.00% | +75 | New |
| FinTrust Capital Advisors, LLC | 111 | $3.00K | 0.00% | −40−26.5% | Reduced |
| TCTC Holdings, LLC | 112 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 91 | $3.00K | 0.00% | −34−27.2% | Reduced |
| Parkside Financial Bank & Trust | 98 | $3.00K | 0.00% | −1−1.0% | Reduced |
| Northwest Investment Counselors, LLC | 110 | $3.00K | 0.00% | +110 | New |
| Amplius Wealth Advisors, LLC | 103 | $3.00K | 0.00% | +103 | New |
| Fortitude Advisory Group L.L.C. | 108 | $3.00K | 0.00% | +108 | New |
| Asset Dedication, LLC | 136 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 137 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 128 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 117 | $4.00K | 0.00% | −5−4.1% | Reduced |
| Huntington National Bank | 143 | $5.00K | 0.00% | −68−32.2% | Reduced |
| JJJ Advisors Inc. | 153 | $5.00K | 0.00% | −66−30.1% | Reduced |
| Central Trust Co | 168 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 176 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 160 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 148 | $5.00K | 0.00% | +2+1.4% | Added |
| Gemmer Asset Management LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 199 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 195 | $6.00K | 0.00% | −4−2.0% | Reduced |
| Carroll Financial Associates, Inc. | 241 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 232 | $7.00K | 0.00% | −11−4.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 221 | $7.00K | 0.00% | +221 | New |
| Smithfield Trust Co | 268 | $8.00K | 0.00% | −20−6.9% | Reduced |
| Manchester Capital Management LLC | 267 | $8.00K | 0.00% | 00.0% | Unchanged |