| TSFG, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 46 | $1.99K | 0.00% | −6−11.5% | Reduced |
| South State Corp. | 46 | $1.99K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 46 | $1.99K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 46 | $1.99K | 0.00% | +46 | New |
| West Branch Capital LLC | 45 | $1.95K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 45 | $1.95K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $1.95K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 44 | $1.91K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 43 | $1.86K | 0.00% | +13+43.3% | Added |
| Geneos Wealth Management Inc. | 41 | $1.78K | 0.00% | −7−14.6% | Reduced |
| Beacon Capital Management, LLC | 41 | $1.78K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 40 | $1.73K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 33 | $1.69K | 0.00% | +12+57.1% | Added |
| Gradient Investments LLC | 39 | $1.69K | 0.00% | −1−2.5% | Reduced |
| Sandy Spring Bank | 37 | $1.60K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 36 | $1.56K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 36 | $1.56K | 0.00% | +36 | New |
| Bangor Savings Bank | 34 | $1.47K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 34 | $1.47K | 0.00% | +34 | New |
| CVA Family Office, LLC | 30 | $1.30K | 0.00% | −60−66.7% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $1.30K | 0.00% | −3−9.1% | Reduced |
| IFP Advisors, Inc | 29 | $1.26K | 0.00% | −28−49.1% | Reduced |
| Bruce G. Allen Investments, LLC | 27 | $1.17K | 0.00% | −7−20.6% | Reduced |
| Cape Investment Advisory, Inc. | 27 | $1.17K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 24 | $1.14K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 25 | $1.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $1.04K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $1.04K | 0.00% | +1+4.3% | Added |
| Lowe Wealth Advisors, LLC | 24 | $1.04K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 24 | $1.04K | 0.00% | +24 | New |
| Roble, Belko & Company, Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Armstrong Advisory Group, Inc | 22 | $954 | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 22 | $953 | 0.00% | +22 | New |
| Colonial Trust Co | 21 | $910 | 0.00% | +3+16.7% | Added |
| First Command Advisory Services, Inc. | 20 | $867 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $867 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $867 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 20 | $866 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 20 | $866 | 0.00% | +19+1,900.0% | Added |
| Cornerstone Planning Group LLC | 19 | $826 | 0.00% | −15−44.1% | Reduced |
| Tradewinds Capital Management, LLC | 19 | $824 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $824 | 0.00% | +2+11.8% | Added |
| Mark Sheptoff Financial Planning, LLC | 18 | $780 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 18 | $780 | 0.00% | +18 | New |
| Pinnacle Bancorp, Inc. | 17 | $737 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 17 | $737 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $704 | 0.00% | −8−33.3% | Reduced |
| PFS Partners, LLC | 16 | $694 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 16 | $693 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 15 | $651 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $651 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 15 | $650 | 0.00% | −8−34.8% | Reduced |
| Raleigh Capital Management Inc. | 15 | $650 | 0.00% | −5−25.0% | Reduced |
| Tompkins Financial Corp | 15 | $650 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 14 | $607 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 14 | $607 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 14 | $607 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 14 | $607 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 13 | $563 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 13 | $563 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 13 | $563 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $520 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 12 | $520 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 11 | $477 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 11 | $477 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $476 | 0.00% | −133−92.4% | Reduced |
| Bell Investment Advisors, Inc | 10 | $434 | 0.00% | −34−77.3% | Reduced |
| Glen Eagle Advisors, LLC | 10 | $433 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 9 | $391 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 9 | $390 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 9 | $390 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $347 | 0.00% | +8 | New |
| Strategic Investment Solutions, Inc. | 7 | $335 | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 7 | $304 | 0.00% | −135−95.1% | Reduced |
| IAG Wealth Partners, LLC | 7 | $304 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 7 | $304 | 0.00% | +7 | New |
| Tortoise Investment Management, LLC | 7 | $303 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 7 | $303 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $303 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $303 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 7 | $303 | 0.00% | +7 | New |
| Triad Wealth Partners, LLC | 7 | $303 | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $261 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $261 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 6 | $261 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 6 | $260 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6 | $260 | 0.00% | +6 | New |
| Salomon & Ludwin, LLC | 5 | $217 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $217 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $217 | 0.00% | +5 | New |
| Ransom Advisory, Ltd | 4 | $173 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 4 | $173 | 0.00% | +4 | New |
| Studio Investment Management LLC | 4 | $173 | 0.00% | +4 | New |
| MCF Advisors LLC | 3 | $131 | 0.00% | 00.0% | Unchanged |