| Assetmark, Inc | 9 | $0 | 0.00% | −37−80.4% | Reduced |
| Sound Income Strategies, LLC | 2 | $0 | 0.00% | −31−93.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 7 | $0 | 0.00% | −8−53.3% | Reduced |
| Enterprise Financial Services Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Carroll Financial Associates, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 9 | $0 | 0.00% | −1−10.0% | Reduced |
| Freedman Financial Associates, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 19 | $0 | 0.00% | +19 | New |
| Evermay Wealth Management LLC | 6 | $0 | 0.00% | +6 | New |
| Advocacy Wealth Management Services, LLC | 1 | $0 | 0.00% | +1 | New |
| Isthmus Partners, LLC | 1 | $0 | 0.00% | +1 | New |
| Providence Capital Advisors, LLC | 8 | $0 | 0.00% | +8 | New |
| Ford Financial Group, LLC | 6 | $0 | 0.00% | +6 | New |
| Laurel Wealth Advisors LLC | 6 | $0 | 0.00% | +6 | New |
| Baldrige Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| Lake Point Wealth Management | 5 | $0 | 0.00% | +5 | New |
| Joseph P. Lucia & Associates, LLC | 1 | $0 | 0.00% | +1 | New |
| Phoenix Wealth Advisors | 3 | $0 | 0.00% | +3 | New |
| Ironwood Wealth Management, Inc. | 1 | $0 | 0.00% | +1 | New |
| Kelly Financial Services LLC | 3,552 | $78 | 0.00% | +3,474+4,453.8% | Added |
| Bartlett & Co. Wealth Management LLC | 2 | $91 | 0.00% | −1−33.3% | Reduced |
| Financial Perspectives, Inc | 5 | $228 | 0.00% | −216−97.7% | Reduced |
| Glen Eagle Advisors, LLC | 6 | $273 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 11 | $501 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 18 | $820 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 22 | $1.00K | 0.00% | −5−18.5% | Reduced |
| Johnson Midwest Financial, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 15 | $1.00K | 0.00% | −6−28.6% | Reduced |
| Coastal Capital Group, Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 12 | $1.00K | 0.00% | +7+140.0% | Added |
| BBVA USA | 18 | $1.00K | 0.00% | +18 | New |
| Strategic Blueprint, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Red Door Wealth Management, LLC | 37 | $1.00K | 0.00% | +37 | New |
| Stonebridge Financial Planning Group, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Wealth Quarterback LLC | 9 | $1.00K | 0.00% | +9 | New |
| Carolinas Wealth Consulting LLC | 27 | $1.00K | 0.00% | +27 | New |
| IAG Wealth Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 22 | $1.00K | 0.00% | +22 | New |
| Ade, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Brewin Dolphin Ltd | 43 | $1.96K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 68 | $2.00K | 0.00% | −36−34.6% | Reduced |
| South State Corp. | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 48 | $2.00K | 0.00% | 00.0% | Unchanged |