| Long Island Wealth Management, Inc. | 5 | $0 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| ZRC Wealth Management, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $81 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 2 | $162 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 2 | $163 | 0.00% | +2 | New |
| Fairman Group, LLC | 4 | $324 | 0.00% | +4 | New |
| Lee Financial Co | 4 | $325 | 0.00% | −220−98.2% | Reduced |
| HHM Wealth Advisors, LLC | 4 | $325 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 4 | $325 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $405 | 0.00% | −64−92.8% | Reduced |
| Truvestments Capital LLC | 5 | $405 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 5 | $405 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 5 | $406 | 0.00% | −5−50.0% | Reduced |
| Wolff Wiese Magana LLC | 5 | $406 | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 5 | $406 | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 6 | $486 | 0.00% | +6 | New |
| TFC Financial Management | 6 | $487 | 0.00% | −2−25.0% | Reduced |
| American Capital Advisory, LLC | 6 | $487 | 0.00% | +6 | New |
| Washington Trust Co | 7 | $567 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 7 | $567 | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 7 | $567 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7 | $568 | 0.00% | −45−86.5% | Reduced |
| BFSG, LLC | 8 | $649 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $730 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 9 | $731 | 0.00% | −41−82.0% | Reduced |
| Archer Investment Corp | 10 | $811 | 0.00% | −500−98.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $811 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $814 | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 11 | $892 | 0.00% | −24−68.6% | Reduced |
| West Branch Capital LLC | 11 | $892 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $892 | 0.00% | +11 | New |
| Vermillion & White Wealth Management Group, LLC | 12 | $972 | 0.00% | +12 | New |
| Financial Perspectives, Inc | 12 | $973 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 12 | $973 | 0.00% | +12 | New |
| NBC Securities, Inc. | 15 | $1.00K | 0.00% | −1,833−99.2% | Reduced |
| TSFG, LLC | 16 | $1.00K | 0.00% | −42−72.4% | Reduced |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +5+50.0% | Added |
| MCF Advisors LLC | 14 | $1.14K | 0.00% | +4+40.0% | Added |
| Private Wealth Management Group, LLC | 14 | $1.14K | 0.00% | +14 | New |
| Global Wealth Strategies & Associates | 16 | $1.30K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 17 | $1.38K | 0.00% | −5−22.7% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 17 | $1.38K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $1.38K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 20 | $1.62K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 20 | $1.63K | 0.00% | +20 | Added |
| Winch Advisory Services, LLC | 21 | $1.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $1.95K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $2.00K | 0.00% | +23 | New |
| Hollencrest Capital Management | 25 | $2.03K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $2.03K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $2.03K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 27 | $2.19K | 0.00% | +27 | New |
| Cullen/Frost Bankers, Inc. | 30 | $2.43K | 0.00% | +30 | New |
| Larson Financial Group LLC | 34 | $2.79K | 0.00% | −10−22.7% | Reduced |
| Pin Oak Investment Advisors Inc | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 42 | $3.40K | 0.00% | −4−8.7% | Reduced |
| Colonial Trust Advisors | 47 | $3.81K | 0.00% | −10−17.5% | Reduced |
| McIlrath & Eck, LLC | 47 | $3.81K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 48 | $3.89K | 0.00% | +35+269.2% | Added |
| Boyd Watterson Asset Management LLC | 50 | $4.05K | 0.00% | −3,055−98.4% | Reduced |
| Main Street Group, LTD | 50 | $4.05K | 0.00% | +50 | New |
| Salem Investment Counselors Inc | 50 | $4.05K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 50 | $4.05K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $4.05K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 50 | $4.05K | 0.00% | +50 | New |
| Sandy Spring Bank | 57 | $4.62K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 67 | $4.73K | 0.00% | −204−75.3% | Reduced |
| Richard W. Paul & Associates, LLC | 61 | $4.94K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 61 | $4.94K | 0.00% | +31+103.3% | Added |
| Tower View Investment Management & Research LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $5.27K | 0.00% | +65 | New |
| Atticus Wealth Management, LLC | 65 | $5.27K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 69 | $5.58K | 0.00% | +67+3,350.0% | Added |
| Rise Advisors, LLC | 69 | $5.59K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 74 | $6.00K | 0.00% | +4+5.7% | Added |
| Capital Analysts, LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 75 | $6.08K | 0.00% | −75−50.0% | Reduced |
| Cape Investment Advisory, Inc. | 75 | $6.08K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 75 | $6.08K | 0.00% | +75 | New |
| NVWM, LLC | 78 | $6.32K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $6.32K | 0.00% | +42+116.7% | Added |
| Anchor Investment Management, LLC | 81 | $6.57K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 82 | $6.65K | 0.00% | −14−14.6% | Reduced |
| Heritage Wealth Advisors | 85 | $6.89K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 86 | $7.00K | 0.00% | +10+13.2% | Added |
| Davidson Capital Management Inc. | 91 | $7.38K | 0.00% | +24+35.8% | Added |
| Quent Capital, LLC | 94 | $7.62K | 0.00% | −58−38.2% | Reduced |
| Zions Bancorporation, N.A. | 94 | $7.62K | 0.00% | +88+1,466.7% | Added |
| SYSTM Wealth Solutions LLC | 97 | $7.86K | 0.00% | +97 | New |
| Loomis Sayles & Co L P | 95 | $8.00K | 0.00% | −25−20.8% | Reduced |