| IAG Wealth Partners, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 9 | $0 | 0.00% | +3+50.0% | Added |
| Farmers & Merchants Investments Inc | 3 | $0 | 0.00% | −6−66.7% | Reduced |
| Assetmark, Inc | 9 | $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 |
| Carroll Financial Associates, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 1 | $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 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| Sargent Bickham Lagudis LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 9 | $0 | 0.00% | +6+200.0% | Added |
| 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 |
| Providence Capital Advisors, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $0 | 0.00% | +5+250.0% | Added |
| GPS Wealth Strategies Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 5 | $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 |
| DB Wealth Management Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6 | $0 | 0.00% | +6 | New |
| Harbor Investment Advisory, LLC | 1 | $0 | 0.00% | +1 | New |
| Surevest, LLC | 8 | $0 | 0.00% | +8 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $0 | 0.00% | +6 | New |
| Ahrens Investment Partners LLC | 2 | $0 | 0.00% | +2 | New |
| Ford Financial Group, LLC | 7 | $0 | 0.00% | +7 | New |
| Insight Financial Services | 12 | $0 | 0.00% | +12 | New |
| Retirement Planning Co of New England, Inc. | 19 | $0 | 0.00% | +19 | New |
| Level Financial Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 8 | $0 | 0.00% | +8 | New |
| Confluence Wealth Services, Inc. | 19 | $0 | 0.00% | +19 | New |
| Tyler-Stone Wealth Management | 2 | $0 | 0.00% | +2 | New |
| High Net Worth Advisory Group LLC | 7 | $0 | 0.00% | +7 | New |
| Tucker Asset Management LLC | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 5 | $259 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $311 | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 9 | $467 | 0.00% | +9 | New |
| Anchor Investment Management, LLC | 11 | $570 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 11 | $570 | 0.00% | +11 | New |
| PFS Partners, LLC | 16 | $829 | 0.00% | +16 | New |
| Sutton Wealth Advisors Inc. | 18 | $932 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 19 | $1.00K | 0.00% | −61−76.3% | Reduced |
| Washington Trust Co | 14 | $1.00K | 0.00% | −22−61.1% | Reduced |
| Fieldpoint Private Securities, LLC | 27 | $1.00K | 0.00% | −20−42.6% | Reduced |
| First Manhattan Co | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 20 | $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 |
| Oakworth Capital, Inc. | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $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 |
| Johnson Midwest Financial, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 26 | $1.00K | 0.00% | −6−18.8% | Reduced |
| Aspire Private Capital, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 17 | $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 |
| Addison Advisors LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 14 | $1.00K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Rather & Kittrell, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Capital Analysts, LLC | 22 | $1.00K | 0.00% | +22 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Cornerstone Advisory, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Horan Securities, Inc. | 28 | $1.00K | 0.00% | +28 | New |
| Concord Wealth Partners | 21 | $1.00K | 0.00% | +21 | New |
| Dark Forest Capital Management LP | 13 | $1.00K | 0.00% | +13 | New |