| Burleson & Company, LLC | 1 | $0 | 0.00% | −54−98.2% | Reduced |
| Ancora Advisors, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 40 | $0 | 0.00% | +40 | New |
| Delos Wealth Advisors, LLC | 20 | $0 | 0.00% | +20 | New |
| WestEnd Advisors, LLC | – | $61 | 0.00% | – | – |
| Clearstead Advisors, LLC | 50 | $1.00K | 0.00% | −1,065−95.5% | Reduced |
| Resources Management Corp | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 64 | $1.00K | 0.00% | +34+113.3% | Added |
| Corsicana & Co. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $1.00K | 0.00% | +50+5,000.0% | Added |
| Ci Investments Inc. | 35 | $1.00K | 0.00% | +35 | New |
| O'Dell Group, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Davidson Capital Management Inc. | 43 | $1.00K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 31 | $1.00K | 0.00% | +31 | New |
| Kelly Financial Services LLC | 81 | $1.66K | 0.00% | −1,637−95.3% | Reduced |
| Raffa Wealth Management, LLC | 93 | $1.91K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 117 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 78 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 107 | $2.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 112 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 93 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 137 | $2.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 117 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 100 | $2.00K | 0.00% | +100 | New |
| Ten Capital Wealth Advisors, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Caldwell Trust Co | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 250 | $3.00K | 0.00% | −625−71.4% | Reduced |
| Evoke Wealth, LLC | 192 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 144 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 130 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 151 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 139 | $3.00K | 0.00% | +127+1,058.3% | Added |
| First Manhattan Co | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 199 | $4.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 219 | $4.00K | 0.00% | +19+9.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 180 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 210 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 245 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 253 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 258 | $5.00K | 0.00% | +1+0.4% | Added |
| Centerpoint Advisors, LLC | 250 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 245 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 245 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 224 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 254 | $5.00K | 0.00% | +254 | New |
| Rockbridge Investment Management, LCC | 279 | $6.00K | 0.00% | −2,456−89.8% | Reduced |
| Parkside Financial Bank & Trust | 311 | $6.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 311 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 315 | $6.00K | 0.00% | +35+12.5% | Added |
| TSFG, LLC | 293 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 308 | $6.00K | 0.00% | +100+48.1% | Added |
| Atticus Wealth Management, LLC | 300 | $6.00K | 0.00% | +300 | New |
| Consolidated Planning Corp | 310 | $6.00K | 0.00% | +310 | New |
| Sound Income Strategies, LLC | 329 | $7.00K | 0.00% | −100−23.3% | Reduced |
| Tortoise Investment Management, LLC | 330 | $7.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 352 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 406 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 383 | $8.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 400 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 475 | $9.00K | 0.00% | +100+26.7% | Added |
| Accel Wealth Management | 500 | $10.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 548 | $11.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 550 | $11.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 520 | $11.0K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 600 | $12.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 649 | $13.0K | 0.00% | −34−5.0% | Reduced |
| Westside Investment Management, Inc. | 714 | $14.0K | 0.00% | −72−9.2% | Reduced |
| Sandy Spring Bank | 680 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 663 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 732 | $15.0K | 0.00% | −27−3.6% | Reduced |
| Valley National Advisers Inc | 719 | $15.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 716 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 732 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 765 | $15.7K | 0.01% | −3−0.4% | Reduced |
| AdvisorNet Financial, Inc | 796 | $16.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 765 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 842 | $17.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 845 | $17.0K | 0.00% | +845 | New |
| Meridian Wealth Partners, LLC | 857 | $17.0K | 0.00% | +857 | New |
| Bedel Financial Consulting, Inc. | 880 | $18.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 900 | $18.0K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 951 | $19.0K | 0.00% | +951 | New |
| Tucker Asset Management LLC | 1,000 | $19.2K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 995 | $20.0K | 0.00% | −4,674−82.4% | Reduced |
| Focused Wealth Management, Inc | 953 | $20.0K | 0.00% | −31−3.2% | Reduced |
| Quadrant Capital Group LLC | 1,026 | $21.0K | 0.00% | −47−4.4% | Reduced |
| Winch Advisory Services, LLC | 1,045 | $21.0K | 0.01% | 00.0% | Unchanged |