| Householder Group Estate & Retirement Specialist, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $21 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $35 | 0.00% | +2 | New |
| Tower Research Capital LLC (TRC) | 4 | $70 | 0.00% | −15−78.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 10 | $175 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 10 | $175 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $175 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 12 | $210 | 0.00% | +12 | New |
| Oliver Lagore Vanvalin Investment Group | 18 | $315 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $328 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $350 | 0.00% | −1,240−98.4% | Reduced |
| Peoples Bank | 20 | $350 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20 | $350 | 0.00% | +20 | New |
| Beaird Harris Wealth Management, LLC | 22 | $385 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 23 | $403 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 25 | $438 | 0.00% | +25 | New |
| Winch Advisory Services, LLC | 34 | $595 | 0.00% | 00.0% | Unchanged |
| American National Bank | 35 | $613 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 39 | $683 | 0.00% | +39 | New |
| Plante Moran Financial Advisors, LLC | 42 | $735 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $770 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $875 | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 50 | $875 | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 50 | $875 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 50 | $875 | 0.00% | +50 | New |
| Crewe Advisors LLC | 54 | $945 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 60 | $1.05K | 0.00% | −17−22.1% | Reduced |
| Sunbelt Securities, Inc. | 70 | $1.23K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 75 | $1.31K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 75 | $1.31K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 75 | $1.31K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 84 | $1.47K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 88 | $1.54K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 90 | $1.57K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 99 | $1.73K | 0.00% | −135−57.7% | Reduced |
| Glassman Wealth Services | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 102 | $1.78K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 110 | $1.93K | 0.00% | −15−12.0% | Reduced |
| Kelly Financial Services LLC | 114 | $2.00K | 0.00% | −100−46.7% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 100 | $2.00K | 0.00% | −30−23.1% | Reduced |
| Avion Wealth | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 125 | $2.19K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 139 | $2.43K | 0.00% | +139 | New |
| National Bank of Canada | 145 | $2.53K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 170 | $2.98K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 162 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 180 | $3.15K | 0.00% | +180 | New |
| Central Trust Co | 185 | $3.24K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 185 | $3.24K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 186 | $3.25K | 0.00% | +36+24.0% | Added |
| US Bancorp | 200 | $3.50K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $3.50K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $3.50K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 217 | $3.80K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 225 | $3.94K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 210 | $4.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 233 | $4.08K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 270 | $4.43K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 261 | $4.57K | 0.00% | +261 | New |
| ICA Group Wealth Management, LLC | 262 | $4.59K | 0.00% | +262 | New |
| Westside Investment Management, Inc. | 265 | $4.64K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 277 | $4.85K | 0.00% | +35+14.5% | Added |
| GWM Advisors LLC | 277 | $4.85K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 278 | $4.87K | 0.00% | −100−26.5% | Reduced |
| Larson Financial Group LLC | 300 | $5.25K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 266 | $5.95K | 0.00% | +100+60.2% | Added |
| Main Street Group, LTD | 350 | $6.13K | 0.00% | +350 | New |
| Parallel Advisors, LLC | 370 | $6.47K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 437 | $7.65K | 0.00% | −292−40.1% | Reduced |
| JNBA Financial Advisors | 442 | $7.74K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 455 | $7.96K | 0.00% | +200+78.4% | Added |
| NBT Bank N A | 516 | $9.03K | 0.00% | +516 | New |
| Allworth Financial LP | 527 | $9.22K | 0.00% | −600−53.2% | Reduced |
| Gradient Investments LLC | 585 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 649 | $11.4K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 678 | $11.9K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 697 | $12.2K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 709 | $12.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 720 | $12.6K | 0.00% | −30−4.0% | Reduced |
| NBC Securities, Inc. | 793 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 805 | $14.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 870 | $15.2K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 871 | $15.2K | 0.00% | +744+585.8% | Added |
| Advisory Services Network, LLC | 909 | $15.9K | 0.00% | +909 | New |
| Hantz Financial Services, Inc. | 903 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,285 | $21.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,390 | $24.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,437 | $25.1K | 0.00% | +7+0.5% | Added |
| Barclays PLC | 1,500 | $26.3K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,802 | $32.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,888 | $33.0K | 0.01% | +100+5.6% | Added |
| Citadel Advisors LLC | 1,918 | $33.6K | 0.00% | +1,918 | New |