| Private Ocean, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 2 | $0 | 0.00% | +2 | New |
| Investors Research Corp | 1 | $0 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $0 | 0.00% | +1 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 5 | $0 | 0.00% | +5 | New |
| Lee Financial Co | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 7 | $1.00K | 0.00% | +5+250.0% | Added |
| McClarren Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $1.00K | 0.00% | +3+150.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| JNBA Financial Advisors | 3 | $1.00K | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| Harvest Group Wealth Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Core Alternative Capital | 6 | $1.00K | 0.00% | +6 | New |
| Addison Advisors LLC | 5 | $1.00K | 0.00% | +5 | New |
| KB Financial Partners, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 12 | $2.00K | 0.00% | −31−72.1% | Reduced |
| Eagle Bay Advisors LLC | 10 | $2.00K | 0.00% | −10−50.0% | Reduced |
| Delta Asset Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $2.00K | 0.00% | +4+100.0% | Added |
| CVA Family Office, LLC | 10 | $2.00K | 0.00% | +10 | New |
| TD Private Client Wealth LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 17 | $3.00K | 0.00% | −321−95.0% | Reduced |
| Atticus Wealth Management, LLC | 16 | $3.00K | 0.00% | −221−93.2% | Reduced |
| AllSquare Wealth Management LLC | 13 | $3.00K | 0.00% | −12−48.0% | Reduced |
| Avion Wealth | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 15 | $3.00K | 0.00% | +15 | New |
| Strengthening Families & Communities, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 18 | $3.69K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 21 | $4.00K | 0.00% | +21 | New |
| Cedar Wealth Management, LLC | 18 | $4.00K | 0.00% | +18 | New |
| Sawyer & Company, Inc | 18 | $4.00K | 0.00% | +18 | New |
| Level Financial Advisors, Inc. | 20 | $4.00K | 0.00% | +20 | New |
| CarsonAllaria Wealth Management, Ltd. | 20 | $4.00K | 0.00% | +20 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 20 | $4.00K | 0.00% | +20 | New |
| Tevis Investment Management | 18 | $4.00K | 0.00% | +18 | New |
| Sutton Wealth Advisors Inc. | 23 | $4.71K | 0.00% | +3+15.0% | Added |
| Rocky Mountain Advisers, LLC | 23 | $5.00K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 23 | $5.00K | 0.00% | +23 | New |
| Rinkey Investments | 28 | $5.00K | 0.00% | +28 | New |
| Costello Asset Management, INC | 25 | $5.00K | 0.00% | +25 | New |
| Financial Perspectives, Inc | 25 | $5.12K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 30 | $6.00K | 0.00% | −20−40.0% | Reduced |
| Ellis Investment Partners, LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 31 | $6.00K | 0.05% | +31 | New |
| Kelly Financial Services LLC | 30 | $6.14K | 0.00% | +30 | New |
| Caldwell Trust Co | 32 | $6.55K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 35 | $7.00K | 0.00% | −9,767−99.6% | Reduced |
| JCIC Asset Management Inc. | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 35 | $7.00K | 0.00% | +35 | New |
| Gould Capital, LLC | 33 | $7.00K | 0.00% | +33 | New |
| Lenox Wealth Advisors, LLC | 37 | $8.00K | 0.00% | +7+23.3% | Added |
| Carmichael Hill & Associates, Inc. | 37 | $8.00K | 0.00% | +17+85.0% | Added |
| Shore Point Advisors, LLC | 37 | $8.00K | 0.01% | +37 | New |
| TSFG, LLC | 46 | $9.00K | 0.00% | −96−67.6% | Reduced |
| FinTrust Capital Advisors, LLC | 45 | $9.00K | 0.00% | −65−59.1% | Reduced |
| Roble, Belko & Company, Inc | 43 | $9.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 46 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 45 | $9.00K | 0.00% | +7+18.4% | Added |
| HighMark Wealth Management LLC | 43 | $9.00K | 0.01% | +5+13.2% | Added |
| Jones Financial Companies LLLP | 42 | $9.00K | 0.00% | +42 | New |
| RE Dickinson Investment Advisors, LLC | 43 | $9.00K | 0.01% | +43 | New |
| Quent Capital, LLC | 45 | $9.00K | 0.00% | +45 | New |
| Webster Bank, N. A. | 50 | $10.0K | 0.00% | −50−50.0% | Reduced |
| Highlander Capital Management, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 50 | $10.0K | 0.00% | +50 | New |
| McDonald Partners LLC | 52 | $10.6K | 0.01% | +52 | New |
| Absolute Capital Management, LLC | 52 | $10.6K | 0.01% | +52 | New |
| Gradient Investments LLC | 53 | $11.0K | 0.00% | −802−93.8% | Reduced |
| Pinnacle Bancorp, Inc. | 52 | $11.0K | 0.00% | +52 | New |
| Winch Advisory Services, LLC | 61 | $12.0K | 0.00% | −149−71.0% | Reduced |
| Zions Bancorporation, N.A. | 58 | $12.0K | 0.00% | +2+3.6% | Added |
| First Command Bank | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 58 | $12.0K | 0.00% | +58 | New |
| Outfitter Financial LLC | 60 | $12.0K | 0.01% | +60 | New |
| Allworth Financial LP | 62 | $13.0K | 0.00% | −18−22.5% | Reduced |
| Lake Point Wealth Management | 62 | $13.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 63 | $13.0K | 0.00% | +63 | New |
| Brewin Dolphin Ltd | 66 | $14.0K | 0.00% | −1,119−94.4% | Reduced |
| Islay Capital Management, LLC | 70 | $14.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 66 | $14.0K | 0.01% | +66 | New |