| NVWM, LLC | 21 | $0 | 0.00% | −178−89.4% | Reduced |
| Albion Financial Group | 1 | $0 | 0.00% | −148−99.3% | Reduced |
| CKW Financial Group | 52 | $0 | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 34 | $0 | 0.00% | −6−15.0% | Reduced |
| Sageworth Trust Co | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 26 | $0 | 0.00% | +1+4.0% | Added |
| Tfo-TDC, LLC | 20 | $0 | 0.00% | −15−42.9% | Reduced |
| Johnson Midwest Financial, LLC | 33 | $0 | 0.00% | +1+3.1% | Added |
| Islay Capital Management, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 6 | $0 | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 8 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 4 | $0 | 0.00% | −14−77.8% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 34 | $0 | 0.00% | +34 | New |
| TD Ameritrade Investment Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Lowe Wealth Advisors, LLC | 15 | $0 | 0.00% | +15 | New |
| Financial Enhancement Group LLC | 26 | $0 | 0.00% | +26 | New |
| Cedar Wealth Management, LLC | 16 | $0 | 0.00% | +16 | New |
| Aquire Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Insight Financial Services | 51 | $0 | 0.00% | +51 | New |
| Curi Capital | 65 | $0 | 0.00% | +65 | New |
| Level Financial Advisors, Inc. | 16 | $0 | 0.00% | +16 | New |
| Miller Wealth Advisors, LLC | 12 | $0 | 0.00% | +12 | New |
| Sandy Cove Advisors, LLC | 14 | $0 | 0.00% | +14 | New |
| Operose Advisors LLC | 33 | $0 | 0.00% | +33 | New |
| Guardian Wealth Management, Inc. | 33 | $0 | 0.00% | +33 | New |
| Tilia Fiduciary Partners, Inc. | 28 | $0 | 0.00% | +28 | New |
| Ulland Investment Advisors, LLC | 12 | $0 | 0.00% | +12 | New |
| Strengthening Families & Communities, LLC | 26 | $0 | 0.00% | +26 | New |
| WestEnd Advisors, LLC | 9 | $121 | 0.00% | – | – |
| Arcadia Investment Advisors LLC | 62 | $839 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 85 | $1.00K | 0.00% | −260−75.4% | Reduced |
| DB Wealth Management Group, LLC | 45 | $1.00K | 0.00% | −229−83.6% | Reduced |
| Ellis Investment Partners, LLC | 95 | $1.00K | 0.00% | −161−62.9% | Reduced |
| M&R Capital Management Inc | 129 | $1.00K | 0.00% | −37−22.3% | Reduced |
| TD Capital Management LLC | 78 | $1.00K | 0.00% | −48−38.1% | Reduced |
| First Bank & Trust | 45 | $1.00K | 0.00% | −71−61.2% | Reduced |
| HC Financial Advisors Inc | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 74 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 88 | $1.00K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 93 | $1.00K | 0.00% | +29+45.3% | Added |
| Red Cedar Capital, LLC | 61 | $1.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 89 | $1.00K | 0.00% | −1−1.1% | Reduced |
| Retirement Group, LLC | 43 | $1.00K | 0.00% | −2−4.4% | Reduced |
| Kozak & Associates, Inc. | 88 | $1.00K | 0.00% | +1+1.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 94 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 48 | $1.00K | 0.00% | −9−15.8% | Reduced |
| Stonebridge Financial Planning Group, LLC | 86 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 99 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 90 | $1.00K | 0.00% | +90 | New |
| Lloyd Advisory Services, LLC. | 72 | $1.00K | 0.00% | +39+118.2% | Added |
| Rinkey Investments | 74 | $1.00K | 0.00% | +74 | New |
| PYA Waltman Capital, LLC | 63 | $1.00K | 0.00% | +63 | New |
| SJS Investment Consulting Inc. | 76 | $1.00K | 0.00% | +76 | New |
| Missouri Trust & Investment Co | 99 | $1.00K | 0.00% | +99 | New |
| Zullo Investment Group, Inc. | 103 | $1.00K | 0.00% | +103 | New |
| Life Planning Partners, Inc | 90 | $1.00K | 0.00% | +90 | New |
| James Reed Financial Services, Inc. | 84 | $1.00K | 0.00% | +84 | New |
| American State Bank (Iowa) | 75 | $1.01K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 98 | $1.33K | 0.00% | −8−7.5% | Reduced |
| PFS Partners, LLC | 131 | $1.77K | 0.00% | +131 | New |
| Rise Advisors, LLC | 148 | $2.00K | 0.00% | +148 | New |
| Sterling Investment Advisors, Ltd. | 175 | $2.00K | 0.00% | −62−26.2% | Reduced |
| Bellevue Asset Management, LLC | 171 | $2.00K | 0.00% | −28−14.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 157 | $2.00K | 0.00% | −101−39.1% | Reduced |
| Toth Financial Advisory Corp | 124 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 124 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 115 | $2.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 184 | $2.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 141 | $2.00K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 152 | $2.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 124 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 121 | $2.00K | 0.00% | −18−12.9% | Reduced |
| Carolina Wealth Advisors, LLC | 155 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 153 | $2.00K | 0.00% | +153 | New |
| Surevest, LLC | 144 | $2.00K | 0.00% | +144 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 104 | $2.00K | 0.01% | +104 | New |
| Ahrens Investment Partners LLC | 165 | $2.00K | 0.00% | +165 | New |
| Advanced Research Investment Solutions, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Monolith Advisors | 114 | $2.00K | 0.00% | +114 | New |
| Shore Point Advisors, LLC | 123 | $2.00K | 0.00% | +123 | New |
| Gould Capital, LLC | 118 | $2.00K | 0.00% | +118 | New |
| Cornerstone Management, Inc. | 169 | $2.29K | 0.00% | +169 | New |
| Syverson Strege & Co | 190 | $3.00K | 0.00% | −243−56.1% | Reduced |
| HHM Wealth Advisors, LLC | 205 | $3.00K | 0.00% | −247−54.6% | Reduced |
| First Financial Corp | 201 | $3.00K | 0.00% | −8−3.8% | Reduced |