| Capstone Investment Advisors, LLC | 1 | $0 | 0.00% | −539−99.8% | Reduced |
| Lenox Wealth Advisors, LLC | 2 | $0 | 0.00% | −32−94.1% | Reduced |
| Stonebridge Capital Advisors LLC | 1 | $0 | 0.00% | −6−85.7% | Reduced |
| Fortis Advisors, LLC | 1 | $0 | 0.00% | −13−92.9% | Reduced |
| City Holding Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $0 | 0.00% | −5−83.3% | Reduced |
| NewSquare Capital LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $0 | 0.00% | +1+25.0% | Added |
| FinTrust Capital Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Bogart Wealth, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 4 | $0 | 0.00% | +4 | New |
| Lazard Asset Management LLC | 8 | $0 | 0.00% | +8 | New |
| Dividend Assets Capital, LLC | 1 | $0 | 0.00% | +1 | New |
| Capital Directions Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| FAI Wealth Management | 9 | $0 | 0.00% | +9 | New |
| Cranbrook Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| GoalVest Advisory LLC | 2 | $0 | 0.00% | +2 | New |
| RWM Asset Management, LLC | 1 | $0 | 0.00% | +1 | New |
| San Luis Wealth Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| CFS Investment Advisory Services, LLC | 12,217 | $0 | 0.00% | +12,217 | New |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $97 | 0.00% | −27−96.4% | Reduced |
| American State Bank (Iowa) | 2 | $192 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 5 | $482 | 0.00% | +5 | New |
| McCarthy Grittinger Financial Group, LLC | 7 | $674 | 0.00% | −10−58.8% | Reduced |
| Stephens Consulting, LLC | 10 | $962 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 11 | $986 | 0.00% | 00.0% | Unchanged |
| Natixis | 4 | $1.00K | 0.00% | −198,023−100.0% | Reduced |
| Jones Financial Companies LLLP | 6 | $1.00K | 0.00% | −37−86.0% | Reduced |
| Community Bank, N.A. | 10 | $1.00K | 0.00% | −9−47.4% | Reduced |
| Financial Enhancement Group LLC | 8 | $1.00K | 0.00% | −9−52.9% | Reduced |
| Annapolis Financial Services, LLC | 14 | $1.00K | 0.00% | −4−22.2% | Reduced |
| Rise Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9 | $1.00K | 0.00% | −7−43.8% | Reduced |
| American Research & Management Co. | 11 | $1.00K | 0.00% | −3−21.4% | Reduced |
| Hudock, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 11 | $1.00K | 0.00% | +5+83.3% | Added |
| Carmichael Hill & Associates, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| Accel Wealth Management | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| Lumature Wealth Partners, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |