| Clear Investment Research, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Savior LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 9 | $0 | 0.00% | +9 | New |
| Glen Eagle Advisors, LLC | 17 | $883 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $1.00K | 0.00% | +11 | New |
| Cambridge Trust Co | 19 | $1.00K | 0.00% | +19 | New |
| Newbridge Financial Services Group, Inc. | 27 | $1.00K | 0.00% | +27 | New |
| Quent Capital, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 23 | $1.20K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 25 | $1.30K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $2.00K | 0.00% | +21+131.3% | Added |
| Front Row Advisors LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 45 | $2.00K | 0.00% | +45 | New |
| Schubert & Co | 44 | $2.00K | 0.00% | +44 | New |
| Brown, Lisle/Cummings, Inc. | 42 | $2.19K | 0.00% | +42 | New |
| Reilly Financial Advisors, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 48 | $3.00K | 0.00% | +48 | New |
| First Bank & Trust | 58 | $3.00K | 0.00% | +58 | New |
| PSI Advisors, LLC | 55 | $3.00K | 0.00% | +55 | New |
| Piscataqua Savings Bank | 50 | $3.00K | 0.00% | +50 | New |
| Raleigh Capital Management Inc. | 60 | $3.00K | 0.00% | +60 | New |
| West Paces Advisors Inc. | 74 | $3.86K | 0.00% | +7+10.4% | Added |
| Harbour Investments, Inc. | 80 | $4.00K | 0.00% | −1,184−93.7% | Reduced |
| Parkside Financial Bank & Trust | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 75 | $4.00K | 0.00% | +1+1.4% | Added |
| Avion Wealth | 73 | $4.00K | 0.00% | +73 | New |
| Sun Life Financial INC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 103 | $5.00K | 0.00% | +82+390.5% | Added |
| Albion Financial Group | 102 | $5.00K | 0.00% | +102 | New |
| Pin Oak Investment Advisors Inc | 120 | $6.00K | 0.01% | +120 | New |
| Amplius Wealth Advisors, LLC | 129 | $6.00K | 0.00% | +129 | New |
| CoreCap Advisors, LLC | 110 | $6.00K | 0.00% | +110 | New |
| HM Payson & Co | 127 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 133 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 143 | $7.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 128 | $7.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 118 | $7.85K | 0.00% | +118 | New |
| Private Ocean, LLC | 153 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 146 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 161 | $8.00K | 0.00% | +161 | New |
| Citizens National Bank Trust Department | 152 | $8.00K | 0.00% | +152 | New |
| Wolff Wiese Magana LLC | 182 | $9.00K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 164 | $9.00K | 0.00% | +164 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 163 | $9.00K | 0.00% | +163 | New |
| Acima Private Wealth, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 214 | $11.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 210 | $11.0K | 0.01% | +210 | New |
| West Branch Capital LLC | 220 | $11.0K | 0.00% | +220 | New |
| FinTrust Capital Advisors, LLC | 227 | $12.0K | 0.00% | +227 | New |
| Evoke Wealth, LLC | 292 | $15.0K | 0.00% | +289+9,633.3% | Added |
| Financial Management Professionals, Inc. | 296 | $15.0K | 0.00% | +296 | New |
| TCI Wealth Advisors, Inc. | 305 | $16.0K | 0.00% | −68−18.2% | Reduced |
| Vigilant Capital Management, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 321 | $16.0K | 0.00% | −9−2.7% | Reduced |
| Aquatic Capital Management LLC | 300 | $16.0K | 0.03% | +300 | New |
| Confluence Wealth Services, Inc. | 317 | $16.0K | 0.01% | +317 | New |
| Capital Analysts, LLC | 331 | $17.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 321 | $17.0K | 0.01% | +114+55.1% | Added |
| Zullo Investment Group, Inc. | 353 | $18.0K | 0.01% | +353 | New |
| Private Capital Group, LLC | 380 | $20.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 400 | $20.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 400 | $21.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 400 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 400 | $21.0K | 0.01% | +400 | New |
| Covington Capital Management | 427 | $22.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 440 | $23.0K | 0.01% | −6−1.3% | Reduced |
| Concord Wealth Partners | 487 | $25.0K | 0.01% | +424+673.0% | Added |
| Farmers & Merchants Investments Inc | 502 | $26.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 493 | $26.0K | 0.02% | +493 | New |
| IronBridge Private Wealth, LLC | 500 | $26.0K | 0.01% | +500 | New |
| Endurance Wealth Management, Inc. | 519 | $27.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 589 | $30.0K | 0.00% | −77−11.6% | Reduced |
| Annapolis Financial Services, LLC | 600 | $31.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 600 | $31.0K | 0.02% | +600 | New |
| Washington Trust Advisors, Inc. | 602 | $31.0K | 0.00% | +602 | New |
| Benjamin F. Edwards & Company, Inc. | 620 | $32.0K | 0.00% | +3+0.5% | Added |
| CenterStar Asset Management, LLC | – | $40.0K | 0.03% | – | – |
| FourThought Financial, LLC | 786 | $41.0K | 0.01% | −267−25.4% | Reduced |
| EverSource Wealth Advisors, LLC | 787 | $41.0K | 0.01% | +787 | New |
| First Financial Corp | 814 | $42.0K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 859 | $44.0K | 0.00% | −3,646−80.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 852 | $44.0K | 0.02% | +852 | New |
| BDO Wealth Advisors, LLC | 859 | $45.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 875 | $46.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,090 | $57.0K | 0.02% | +860+373.9% | Added |
| Clearstead Advisors, LLC | 1,100 | $57.0K | 0.00% | +1,100 | New |
| Logan Capital Management Inc | 1,156 | $60.0K | 0.00% | 00.0% | Unchanged |