| Endurance Wealth Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 9 | $0 | 0.00% | +9 | New |
| FSB Premier Wealth Management, Inc. | 11 | $0 | 0.00% | +11 | New |
| Chilton Capital Management LLC | 5 | $0 | 0.00% | +5 | New |
| Amplius Wealth Advisors, LLC | 11 | $0 | 0.00% | +11 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 16 | $953 | 0.00% | +16 | New |
| Brewin Dolphin Ltd | 18 | $1.00K | 0.00% | −241−93.1% | Reduced |
| Valley National Advisers Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 10 | $1.00K | 0.00% | +10 | New |
| Cornerstone Advisory, LLC | 25 | $1.00K | 0.00% | +25 | New |
| PYA Waltman Capital, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Karlinski Andrew C | 19 | $1.00K | 0.00% | +19 | New |
| Sutton Wealth Advisors Inc. | 21 | $1.25K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 23 | $1.37K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 33 | $2.00K | 0.00% | +7+26.9% | Added |
| Focused Wealth Management, Inc | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 37 | $2.00K | 0.00% | +28+311.1% | Added |
| Optimum Investment Advisors | 39 | $2.00K | 0.00% | +39 | New |
| Retirement Planning Co of New England, Inc. | 40 | $2.00K | 0.00% | +40 | New |
| Schubert & Co | 39 | $2.00K | 0.00% | +39 | New |
| City State Bank | 29 | $2.00K | 0.00% | +29 | New |
| Clearstead Advisors, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 55 | $3.00K | 0.00% | +55 | New |
| Snowden Capital Advisors LLC | 58 | $3.00K | 0.00% | +58 | New |
| Sound Income Strategies, LLC | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 74 | $4.00K | 0.00% | +21+39.6% | Added |
| Umb Bank N A | 66 | $4.00K | 0.00% | +66 | New |
| RE Dickinson Investment Advisors, LLC | 73 | $4.00K | 0.00% | +73 | New |
| Dark Forest Capital Management LP | 69 | $4.00K | 0.00% | +69 | New |
| KRS Capital Management, LLC | 83 | $4.00K | 0.00% | +83 | New |
| Strengthening Families & Communities, LLC | 70 | $4.00K | 0.00% | +70 | New |
| Howe & Rusling Inc | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 80 | $5.00K | 0.00% | +80 | New |
| Caldwell Trust Co | 85 | $5.06K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 102 | $6.00K | 0.00% | +56+121.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $6.00K | 0.00% | +100 | New |
| Goodwin Investment Advisory | 100 | $6.00K | 0.00% | +100 | New |
| Aquatic Capital Management LLC | 100 | $6.00K | 0.01% | +100 | New |
| BDO Wealth Advisors, LLC | 110 | $7.00K | 0.00% | −23,940−99.5% | Reduced |
| Creative Financial Designs Inc | 115 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 118 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smith, Moore & Co. | 111 | $7.00K | 0.00% | +111 | New |
| Surevest, LLC | 125 | $7.00K | 0.00% | +125 | New |
| First Community Trust NA | 127 | $7.57K | 0.01% | +127 | New |
| TSFG, LLC | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 160 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 175 | $10.0K | 0.01% | +175 | New |
| Gables Capital Management Inc. | 189 | $11.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 192 | $11.0K | 0.00% | +192 | New |
| Graves-Light Private Wealth Management, Inc. | 205 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 225 | $13.0K | 0.00% | +225 | New |
| Thompson Siegel & Walmsley LLC | 236 | $14.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 235 | $14.0K | 0.00% | +22+10.3% | Added |
| Zullo Investment Group, Inc. | 233 | $14.0K | 0.01% | +233 | New |
| Key Financial Inc | 254 | $15.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 244 | $15.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 250 | $15.0K | 0.00% | +25+11.1% | Added |
| Atticus Wealth Management, LLC | 250 | $15.0K | 0.01% | +250 | New |
| Carmichael Hill & Associates, Inc. | 277 | $17.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 277 | $17.0K | 0.00% | +29+11.7% | Added |
| Allworth Financial LP | 305 | $18.0K | 0.00% | −238−43.8% | Reduced |
| PFS Partners, LLC | 304 | $18.1K | 0.01% | +304 | New |
| GPS Wealth Strategies Group, LLC | 315 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 314 | $19.0K | 0.00% | +314 | New |
| First Personal Financial Services | 366 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 363 | $22.0K | 0.00% | +363 | New |
| Quadrant Capital Group LLC | 389 | $23.0K | 0.00% | +73+23.1% | Added |
| Sargent Bickham Lagudis LLC | 403 | $24.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 395 | $24.0K | 0.00% | +102+34.8% | Added |
| Lenox Wealth Advisors, LLC | 400 | $24.0K | 0.00% | +400 | New |
| Evoke Wealth, LLC | 445 | $27.0K | 0.00% | +1+0.2% | Added |
| IFP Advisors, Inc | 493 | $30.0K | 0.00% | −120,966−99.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 501 | $30.0K | 0.01% | +1+0.2% | Added |