| PrairieView Partners, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $34 | 0.00% | +1 | New |
| Global Wealth Strategies & Associates | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 3 | $102 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $102 | 0.00% | +3 | New |
| Key Financial Inc | 4 | $136 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $136 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 10 | $340 | 0.00% | +10 | New |
| Capital & Planning, LLC | 10 | $340 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $476 | 0.00% | −24−63.2% | Reduced |
| Sunbelt Securities, Inc. | 19 | $595 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $680 | 0.00% | +20 | New |
| Carolina Wealth Advisors, LLC | 23 | $782 | 0.00% | −2,378−99.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 24 | $816 | 0.00% | +24 | New |
| Bruce G. Allen Investments, LLC | 26 | $884 | 0.00% | +26 | New |
| Valued Wealth Advisors LLC | 26 | $885 | 0.00% | +5+23.8% | Added |
| Hilltop National Bank | 30 | $1.02K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 30 | $1.02K | 0.00% | +30 | New |
| Murphy & Mullick Capital Management Corp | 30 | $1.02K | 0.00% | +30 | New |
| Medallion Wealth Advisors, LLC | 30 | $1.02K | 0.00% | +30 | New |
| PFS Partners, LLC | 33 | $1.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $1.22K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $1.22K | 0.00% | +36 | New |
| WPG Advisers, LLC | 37 | $1.26K | 0.00% | +37 | New |
| Umb Bank N A | 39 | $1.33K | 0.00% | −298−88.4% | Reduced |
| SJS Investment Consulting Inc. | 45 | $1.53K | 0.00% | −35−43.8% | Reduced |
| CVA Family Office, LLC | 45 | $1.53K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 49 | $1.67K | 0.00% | −1,707−97.2% | Reduced |
| Measured Risk Portfolios, Inc. | 50 | $1.70K | 0.00% | +50 | New |
| DecisionPoint Financial, LLC | 54 | $1.84K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 59 | $2.00K | 0.00% | +59 | New |
| Sound Income Strategies, LLC | 60 | $2.04K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 62 | $2.11K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 66 | $2.24K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 80 | $2.72K | 0.00% | +80 | New |
| Kennebec Savings Bank | 80 | $2.91K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 86 | $2.92K | 0.00% | −80−48.2% | Reduced |
| Fortis Group Advisors, LLC | 91 | $3.09K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 92 | $3.13K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 100 | $3.40K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $3.40K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $3.40K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $3.40K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $3.40K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 104 | $3.55K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 117 | $3.97K | 0.00% | −385−76.7% | Reduced |
| Parkside Financial Bank & Trust | 129 | $4.38K | 0.00% | +3+2.4% | Added |
| ORG Partners LLC | 130 | $4.42K | 0.00% | +1+0.8% | Added |
| Meeder Asset Management Inc | 132 | $4.49K | 0.00% | −6−4.3% | Reduced |
| American Capital Advisory, LLC | 133 | $4.52K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 140 | $4.76K | 0.00% | −59−29.6% | Reduced |
| Legend Financial Advisors, Inc. | 147 | $5.00K | 0.00% | +147 | New |
| Hazlett, Burt & Watson, Inc. | 150 | $5.00K | 0.00% | +150 | New |
| Brown Brothers Harriman & Co | 153 | $5.20K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 153 | $5.20K | 0.00% | −14−8.4% | Reduced |
| JNBA Financial Advisors | 154 | $5.24K | 0.00% | +154 | New |
| Massmutual Trust Co FSB | 156 | $5.30K | 0.00% | +13+9.1% | Added |
| Raleigh Capital Management Inc. | 173 | $5.89K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 200 | $6.00K | 0.00% | +200 | New |
| Beacon Capital Management, LLC | 188 | $6.40K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 199 | $6.76K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $6.80K | 0.00% | −2,300−92.0% | Reduced |
| Ronald Blue Trust, Inc. | 211 | $7.17K | 0.00% | −2,556−92.4% | Reduced |
| Proequities, Inc. | 200 | $7.29K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 224 | $7.61K | 0.00% | −1,052−82.4% | Reduced |
| Independence Bank of Kentucky | 225 | $7.65K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 238 | $8.10K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 250 | $8.49K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 251 | $8.53K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 259 | $8.80K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 254 | $8.97K | 0.00% | +254 | New |
| Capital Advisors, Ltd. LLC | 270 | $9.00K | 0.00% | +117+76.5% | Added |
| Prestige Wealth Management Group LLC | 274 | $9.31K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 308 | $10.0K | 0.00% | +3+1.0% | Added |
| Continuum Advisory, LLC | 297 | $10.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 317 | $10.8K | 0.00% | −593−65.2% | Reduced |
| EverSource Wealth Advisors, LLC | 326 | $11.1K | 0.00% | −23−6.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 366 | $11.2K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 363 | $12.0K | 0.00% | +1+0.3% | Added |
| Farther Finance Advisors, LLC | 358 | $12.2K | 0.00% | +148+70.5% | Added |
| Catalyst Capital Advisors LLC | 361 | $12.3K | 0.00% | −166−31.5% | Reduced |
| Main Street Group, LTD | 370 | $12.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 382 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 400 | $13.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $13.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 404 | $13.7K | 0.00% | +110+37.4% | Added |
| JFS Wealth Advisors, LLC | 414 | $14.1K | 0.00% | −281−40.4% | Reduced |
| Private Trust Co NA | 441 | $15.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 436 | $15.0K | 0.00% | +436 | New |
| HM Payson & Co | 449 | $15.3K | 0.00% | +5+1.1% | Added |
| Empirical Asset Management, LLC | 15,437 | $15.4K | 0.01% | +15,437 | New |
| Pinpoint Asset Management Ltd | 470 | $16.0K | 0.00% | +470 | New |
| Coppell Advisory Solutions LLC | 522 | $16.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 522 | $16.2K | 0.00% | −22−4.0% | Reduced |
| TD Waterhouse Canada Inc. | 484 | $16.5K | 0.00% | +200+70.4% | Added |
| Truvestments Capital LLC | 489 | $16.6K | 0.00% | +1+0.2% | Added |
| LRI Investments, LLC | 500 | $17.0K | 0.00% | +160+47.1% | Added |
| Pingora Partners LLC | 500 | $17.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $17.0K | 0.00% | +500 | New |
| Spurstone Advisory Services, LLC | 500 | $17.0K | 0.32% | +500 | New |