| Cambridge Trust Co | 4 | $0 | 0.00% | −257−98.5% | Reduced |
| Roble, Belko & Company, Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1 | $37 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 3 | $126 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 42 | $244 | 0.00% | +42 | New |
| Key Financial Inc | 8 | $296 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $303 | 0.00% | +3 | New |
| True Wealth Design, LLC | 8 | $336 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 12 | $503 | 0.00% | +3+33.3% | Added |
| My Personal CFO, LLC | 12 | $503 | 0.00% | +12 | New |
| Private Advisor Group, LLC | 15,460 | $648 | 0.00% | +783+5.3% | Added |
| New Millennium Group LLC | 18 | $755 | 0.00% | +18 | New |
| SOA Wealth Advisors, LLC. | 18 | $771 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $796 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $797 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $1.00K | 0.00% | −2,558−99.5% | Reduced |
| MinichMacGregor Wealth Management, LLC | 25 | $1.05K | 0.00% | +25 | New |
| Disciplined Investments, LLC | 34 | $1.43K | 0.00% | −11−24.4% | Reduced |
| Salem Investment Counselors Inc | 37 | $1.55K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 41 | $1.72K | 0.00% | +41 | New |
| Oakworth Capital, Inc. | 46 | $1.93K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 56 | $2.00K | 0.00% | +56 | New |
| Baker Avenue Asset Management, LP | 50 | $2.10K | 0.00% | +50 | New |
| RFP Financial Group LLC | 50 | $2.10K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 52 | $2.18K | 0.00% | −39−42.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 52 | $2.18K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 52 | $2.20K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 53 | $2.22K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 54 | $2.27K | 0.00% | +54 | New |
| Abound Wealth Management | 54 | $2.27K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 55 | $2.31K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $2.52K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $2.52K | 0.00% | +60 | New |
| Red Tortoise LLC | 66 | $2.77K | 0.00% | +66 | New |
| Schubert & Co | 68 | $2.85K | 0.00% | −18−20.9% | Reduced |
| MB, Levis & Associates, LLC | 80 | $3.37K | 0.00% | +80 | New |
| Financial Perspectives, Inc | 82 | $3.44K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 84 | $3.52K | 0.00% | +42+100.0% | Added |
| Crewe Advisors LLC | 91 | $3.82K | 0.00% | −689−88.3% | Reduced |
| Advanced Asset Management Advisors Inc | 92 | $3.86K | 0.00% | +92 | New |
| Dividend Assets Capital, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 97 | $4.07K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 97 | $4.07K | 0.00% | +40+70.2% | Added |
| JNBA Financial Advisors | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 102 | $4.28K | 0.00% | +15+17.2% | Added |
| Sandy Spring Bank | 112 | $4.70K | 0.00% | −34−23.3% | Reduced |
| Fiduciary Alliance LLC | 118 | $4.95K | 0.00% | +118 | New |
| Semmax Financial Advisors Inc. | 114 | $5.00K | 0.00% | −13−10.2% | Reduced |
| Tradition Wealth Management, LLC | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 123 | $5.16K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 132 | $5.54K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 133 | $5.58K | 0.00% | +133 | New |
| SRS Capital Advisors, Inc. | 137 | $5.73K | 0.00% | +96+234.1% | Added |
| Alpha Paradigm Partners, LLC | 149 | $6.00K | 0.00% | −2,140−93.5% | Reduced |
| Centerpoint Advisors, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 156 | $6.54K | 0.00% | +156 | New |
| Global Trust Asset Management, LLC | 166 | $6.96K | 0.00% | −165−49.8% | Reduced |
| Asset Dedication, LLC | 164 | $7.00K | 0.00% | +7+4.5% | Added |
| Colonial Trust Advisors | 168 | $7.05K | 0.00% | +168 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 180 | $8.00K | 0.07% | −190−51.4% | Reduced |
| Financial Management Professionals, Inc. | 181 | $8.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 200 | $8.39K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $8.39K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $8.39K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 210 | $9.00K | 0.00% | +2+1.0% | Added |
| Annapolis Financial Services, LLC | 227 | $9.52K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 232 | $9.73K | 0.00% | +224+2,800.0% | Added |
| New England Capital Financial Advisors LLC | 247 | $10.4K | 0.01% | +247 | New |
| EverSource Wealth Advisors, LLC | 260 | $10.9K | 0.00% | −5−1.9% | Reduced |
| Cutler Group LP | 265 | $11.0K | 0.00% | −5,299−95.2% | Reduced |
| Old Second National Bank of Aurora | 266 | $11.2K | 0.00% | +266 | New |
| Antonetti Capital Management LLC | 270 | $11.3K | 0.02% | 00.0% | Unchanged |
| Burleson & Company, LLC | 274 | $11.5K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 278 | $11.7K | 0.00% | +20+7.8% | Added |
| Glassman Wealth Services | 281 | $11.8K | 0.00% | +39+16.1% | Added |
| Lowe Wealth Advisors, LLC | 285 | $12.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 275 | $12.0K | 0.00% | −34−11.0% | Reduced |
| Princeton Global Asset Management LLC | 286 | $12.0K | 0.00% | +1+0.4% | Added |
| Sargent Bickham Lagudis LLC | 287 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 299 | $12.5K | 0.00% | +50+20.1% | Added |
| Kelly Financial Services LLC | 300 | $12.6K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 300 | $12.6K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 308 | $13.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 309 | $13.0K | 0.01% | +105+51.5% | Added |
| Cary Street Partner Investment Advisory LLC | 315 | $13.2K | 0.00% | +315 | New |
| WFA Asset Management Corp | 329 | $13.8K | 0.01% | +210+176.5% | Added |
| Riverview Trust Co | 339 | $14.0K | 0.01% | +339 | New |
| Boyd Watterson Asset Management LLC | 357 | $15.0K | 0.01% | +357 | New |
| Trust Co | 353 | $15.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 375 | $15.7K | 0.00% | −800−68.1% | Reduced |
| West Paces Advisors Inc. | 377 | $15.8K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 380 | $15.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 379 | $16.0K | 0.01% | −6−1.6% | Reduced |
| Earnest Partners LLC | 392 | $16.4K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 445 | $16.5K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 401 | $16.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 437 | $17.0K | 0.00% | +210+92.5% | Added |