| Lountzis Asset Management, LLC | 2 | $523 | 0.00% | +2 | New |
| Tarbox Family Office, Inc. | 3 | $1.00K | 0.00% | −9−75.0% | Reduced |
| Duncker Streett & Co Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 4 | $1.00K | 0.00% | +4 | New |
| Newton One Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| Halpern Financial, Inc. | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 5 | $2.00K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $2.62K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.00K | 0.00% | −60,160−100.0% | Reduced |
| Prestige Wealth Management Group LLC | 13 | $3.00K | 0.00% | −20−60.6% | Reduced |
| Carolina Wealth Advisors, LLC | 13 | $3.00K | 0.00% | −15−53.6% | Reduced |
| AlphaMark Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 14 | $4.00K | 0.00% | −42−75.0% | Reduced |
| JJJ Advisors Inc. | 14 | $4.00K | 0.00% | −17−54.8% | Reduced |
| Center for Financial Planning, Inc. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 15 | $4.00K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 17 | $4.00K | 0.00% | +17 | New |
| Eagle Bay Advisors LLC | 14 | $4.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 18 | $4.71K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 19 | $4.97K | 0.00% | +2+11.8% | Added |
| Sierra Capital LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $5.00K | 0.00% | +20 | New |
| West Paces Advisors Inc. | 22 | $5.75K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 25 | $7.00K | 0.00% | −40,236−99.9% | Reduced |
| Peoples Financial Services Corp. | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $7.00K | 0.00% | +25 | New |
| Activest Wealth Management | 25 | $7.00K | 0.00% | +25 | New |
| Clearstead Advisors, LLC | 30 | $8.00K | 0.00% | −64−68.1% | Reduced |
| Macroview Investment Management LLC | 29 | $8.00K | 0.01% | −18−38.3% | Reduced |
| Clearview Wealth Advisors LLC | 32 | $8.00K | 0.01% | −15−31.9% | Reduced |
| Northern Oak Wealth Management Inc | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 31 | $8.00K | 0.01% | +13+72.2% | Added |
| Bartlett & Co. LLC | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 35 | $9.00K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 34 | $9.00K | 0.00% | +34 | New |
| Bartlett & Co. Wealth Management LLC | 36 | $9.41K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 38 | $10.0K | 0.00% | −10−20.8% | Reduced |
| Arlington Partners LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $10.0K | 0.00% | – | – |
| Emfo, LLC | 40 | $10.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 38 | $10.0K | 0.00% | +1+2.7% | Added |
| Phoenix Wealth Advisors | 43 | $11.0K | 0.01% | −2,995−98.6% | Reduced |
| Webster Bank, N. A. | 42 | $11.0K | 0.00% | +42 | New |
| Glen Eagle Advisors, LLC | 45 | $11.8K | 0.00% | −28−38.4% | Reduced |
| Atticus Wealth Management, LLC | 51 | $13.0K | 0.01% | −177−77.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 54 | $14.0K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 52 | $14.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 51 | $14.0K | 0.00% | +51 | New |
| BerganKDV Wealth Management, LLC | 63 | $16.0K | 0.00% | −6−8.7% | Reduced |
| NewSquare Capital LLC | 60 | $16.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 64 | $17.0K | 0.01% | −8−11.1% | Reduced |
| Corbenic Partners LLC | 65 | $17.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 65 | $17.0K | 0.01% | +65 | New |
| Loomis Sayles & Co L P | 70 | $18.0K | 0.00% | −428−85.9% | Reduced |
| Edge Wealth Management LLC | 70 | $18.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 69 | $18.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 70 | $18.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 72 | $19.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 76 | $20.0K | 0.00% | −25−24.8% | Reduced |
| Washington Trust Co | 76 | $20.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 75 | $20.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 77 | $20.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 77 | $20.0K | 0.00% | +56+266.7% | Added |
| Liberty Wealth Management LLC | 77 | $20.0K | 0.01% | +11+16.7% | Added |
| Kowal Investment Group, LLC | 77 | $20.0K | 0.01% | +77 | New |