| Lee Financial Co | 11 | $0 | 0.00% | −26−70.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $0 | 0.00% | +1 | New |
| Financial Perspectives, Inc | 2 | $82 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 16 | $608 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $1.00K | 0.00% | −22−43.1% | Reduced |
| Sierra Capital LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Wagner Wealth Management, LLC | 17 | $1.00K | 0.00% | +17 | New |
| City Holding Co | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 52 | $2.00K | 0.00% | +4+8.3% | Added |
| FinTrust Capital Advisors, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 44 | $2.00K | 0.00% | +44 | New |
| Morton Brown Family Wealth, LLC | 46 | $2.00K | 0.00% | +46 | New |
| Estabrook Capital Management | 72 | $2.73K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 90 | $3.00K | 0.00% | +90 | New |
| Old Second National Bank of Aurora | 118 | $4.00K | 0.00% | −27,037−99.6% | Reduced |
| Cordasco Financial Network | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 102 | $4.00K | 0.00% | +9+9.7% | Added |
| Tyler-Stone Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 100 | $4.00K | 0.00% | +100 | New |
| Riggs Asset Managment Co. Inc. | 100 | $4.00K | 0.00% | +100 | New |
| Castle Wealth Management LLC | 100 | $4.00K | 0.00% | +100 | New |
| Carmichael Hill & Associates, Inc. | 125 | $5.00K | 0.00% | −800−86.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 163 | $6.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 165 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 164 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 160 | $6.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 165 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 168 | $6.00K | 0.00% | +68+68.0% | Added |
| Artemis Wealth Advisors, LLC | 156 | $6.00K | 0.00% | +156 | New |
| SOA Wealth Advisors, LLC. | 193 | $7.00K | 0.00% | −370−65.7% | Reduced |
| Sargent Bickham Lagudis LLC | 176 | $7.00K | 0.00% | −28−13.7% | Reduced |
| AlphaMark Advisors, LLC | 195 | $7.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 182 | $7.00K | 0.00% | +2+1.1% | Added |
| GW&K Investment Management, LLC | 194 | $7.00K | 0.00% | +153+373.2% | Added |
| Quintet Private Bank (Europe) S.A. | 244 | $7.09K | 0.00% | +244 | New |
| Valley National Advisers Inc | 200 | $8.00K | 0.00% | −952−82.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 222 | $8.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 199 | $8.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 200 | $8.00K | 0.00% | +200 | New |
| Horan Securities, Inc. | 201 | $8.00K | 0.00% | +201 | New |
| Global Financial Private Client, LLC | 210 | $8.10K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 229 | $9.00K | 0.00% | −164−41.7% | Reduced |
| EverSource Wealth Advisors, LLC | 235 | $9.00K | 0.00% | −109−31.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 244 | $9.00K | 0.00% | +3+1.2% | Added |
| Heritage Financial Services, LLC | 250 | $9.00K | 0.01% | +250 | New |
| West Paces Advisors Inc. | 247 | $9.36K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 263 | $10.0K | 0.01% | +1+0.4% | Added |
| Manchester Capital Management LLC | 300 | $11.0K | 0.00% | −321−51.7% | Reduced |
| Piscataqua Savings Bank | 287 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 300 | $11.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 300 | $11.0K | 0.01% | +200+200.0% | Added |
| Hallmark Capital Management Inc | 295 | $11.0K | 0.00% | +295 | New |
| Crewe Advisors LLC | 282 | $11.0K | 0.00% | +282 | New |
| Financial Avengers, Inc. | 308 | $12.0K | 0.01% | +4+1.3% | Added |
| Lindbrook Capital, LLC | 315 | $12.0K | 0.00% | +53+20.2% | Added |
| Founders Capital Management | 309 | $12.0K | 0.01% | +309 | New |
| Coston, McIsaac & Partners | 310 | $12.0K | 0.01% | +310 | New |
| Roble, Belko & Company, Inc | 348 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 370 | $14.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 374 | $14.0K | 0.01% | +4+1.1% | Added |
| Carolinas Wealth Consulting LLC | 359 | $14.0K | 0.00% | −7−1.9% | Reduced |
| Cardinal Capital Management, Inc. | 400 | $15.0K | 0.00% | +400 | New |
| Pin Oak Investment Advisors Inc | 424 | $16.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 414 | $16.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 427 | $16.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 430 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 431 | $16.0K | 0.00% | +228+112.3% | Added |
| Webster Bank, N. A. | 458 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 457 | $17.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 450 | $17.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 439 | $17.0K | 0.00% | +125+39.8% | Added |
| Mach-1 Financial Group, Inc. | 475 | $18.0K | 0.01% | +475 | New |
| Vectors Research Management, LLC | 514 | $19.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 495 | $19.0K | 0.01% | +80+19.3% | Added |
| Total Clarity Wealth Management, Inc. | 498 | $19.0K | 0.01% | +498 | New |