| Valley National Advisers Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $92 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $245 | 0.00% | −100−92.6% | Reduced |
| Rise Advisors, LLC | 9 | $264 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $276 | 0.00% | −25−73.5% | Reduced |
| Addison Advisors LLC | 10 | $306 | 0.00% | −26−72.2% | Reduced |
| SOA Wealth Advisors, LLC. | 11 | $326 | 0.00% | −11−50.0% | Reduced |
| Hexagon Capital Partners LLC | 11 | $337 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $398 | 0.00% | −100−88.5% | Reduced |
| Laurel Wealth Advisors LLC | 16 | $490 | 0.00% | +16 | New |
| Hallmark Capital Management Inc | 20 | $612 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 20 | $612 | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 20 | $612 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $612 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 22 | $674 | 0.00% | +22 | New |
| Coppell Advisory Solutions Corp. | 22 | $674 | 0.00% | +22 | New |
| Parkside Financial Bank & Trust | 23 | $704 | 0.00% | −66−74.2% | Reduced |
| Bogart Wealth, LLC | 23 | $704 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 25 | $766 | 0.00% | −8−24.2% | Reduced |
| SJS Investment Consulting Inc. | 25 | $766 | 0.00% | +10+66.7% | Added |
| Beaird Harris Wealth Management, LLC | 26 | $796 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 29 | $888 | 0.00% | +29 | New |
| Tortoise Investment Management, LLC | 30 | $919 | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 30 | $919 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 31 | $949 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 40 | $1.00K | 0.00% | +40 | New |
| Farther Finance Advisors, LLC | 34 | $1.03K | 0.00% | +34 | New |
| Zions Bancorporation, N.A. | 34 | $1.04K | 0.00% | −70−67.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 40 | $1.23K | 0.00% | +40 | New |
| Register Financial Advisors LLC | 40 | $1.23K | 0.00% | +40 | New |
| Global Retirement Partners, LLC | 42 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 42 | $1.29K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 43 | $1.32K | 0.00% | −492−92.0% | Reduced |
| Schubert & Co | 45 | $1.38K | 0.00% | −35−43.8% | Reduced |
| CVA Family Office, LLC | 50 | $1.53K | 0.00% | −325−86.7% | Reduced |
| AllSquare Wealth Management LLC | 52 | $1.59K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 52 | $1.59K | 0.00% | −10−16.1% | Reduced |
| Column Capital Advisors, LLC | 58 | $1.78K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 60 | $1.84K | 0.00% | −60−50.0% | Reduced |
| Accurate Wealth Management, LLC | 59 | $1.89K | 0.00% | +59 | New |
| Kayne Anderson Rudnick Investment Management LLC | 62 | $1.92K | 0.00% | +62 | New |
| Moisand Fitzgerald Tamayo, LLC | 63 | $1.93K | 0.00% | +63 | New |
| Armstrong Advisory Group, Inc | 63 | $1.93K | 0.00% | +63 | New |
| Avion Wealth | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 76 | $2.00K | 0.00% | +76 | New |
| Benjamin F. Edwards & Company, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Baldwin Brothers Inc | 67 | $2.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 71 | $2.17K | 0.00% | −1,920−96.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 80 | $2.45K | 0.00% | +80 | New |
| New England Capital Financial Advisors LLC | 80 | $2.70K | 0.00% | +80 | New |
| Barrett & Company, Inc. | 90 | $2.76K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 90 | $2.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $3.06K | 0.00% | −3−2.9% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 100 | $3.06K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $3.06K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $3.06K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 105 | $3.21K | 0.00% | −54−34.0% | Reduced |
| Beacon Capital Management, LLC | 109 | $3.34K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 117 | $3.58K | 0.00% | +117 | New |
| West Financial Advisors, LLC | 117 | $3.58K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 120 | $3.67K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 126 | $3.86K | 0.00% | +60+90.9% | Added |
| Tfo-TDC, LLC | 117 | $3.89K | 0.00% | +117 | New |
| North Star Investment Management Corp. | 130 | $3.98K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 132 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 126 | $4.00K | 0.00% | +124+6,200.0% | Added |
| Iron Horse Wealth Management, LLC | 126 | $4.00K | 0.00% | +126 | New |
| First Horizon Advisors, Inc. | 130 | $4.01K | 0.00% | +1+0.8% | Added |
| Sargent Bickham Lagudis LLC | 132 | $4.04K | 0.00% | −6−4.3% | Reduced |
| Peoples Financial Services Corp. | 135 | $4.13K | 0.00% | −100−42.6% | Reduced |
| Quent Capital, LLC | 137 | $4.20K | 0.00% | −138−50.2% | Reduced |
| Focused Wealth Management, Inc | 137 | $4.21K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 152 | $4.65K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 152 | $4.65K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 153 | $4.68K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 167 | $5.00K | 0.00% | −10−5.6% | Reduced |
| TD Private Client Wealth LLC | 170 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 171 | $5.24K | 0.00% | +36+26.7% | Added |
| Capital Analysts, LLC | 190 | $6.00K | 0.00% | −106−35.8% | Reduced |
| Toronto Dominion Bank | 202 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 200 | $6.12K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 200 | $6.12K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 200 | $6.12K | 0.00% | +200 | New |
| Stephens Consulting, LLC | 215 | $6.58K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 220 | $6.74K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 222 | $6.80K | 0.00% | −3−1.3% | Reduced |
| Clearview Wealth Advisors LLC | 224 | $6.86K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 226 | $7.00K | 0.00% | −34−13.1% | Reduced |
| Sageworth Trust Co | 235 | $7.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 229 | $7.00K | 0.00% | +2+0.9% | Added |
| Cowen Prime Advisors LLC | 220 | $7.00K | 0.00% | +220 | New |