| Householder Group Estate & Retirement Specialist, LLC | 235 | $0 | 0.00% | −142−37.7% | Reduced |
| Resources Management Corp | 50 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 55 | $0 | 0.00% | −12−17.9% | Reduced |
| Financial Connections Group, Inc. | 155 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 86 | $0 | 0.00% | +86 | New |
| Wolff Wiese Magana LLC | 2 | $7 | 0.00% | +2 | New |
| Elequin Capital LP | 4 | $12 | 0.00% | −19−82.6% | Reduced |
| Tortoise Investment Management, LLC | 4 | $12 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $12 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $16 | 0.00% | −58−92.1% | Reduced |
| Frazier Financial Advisors, LLC | 5 | $16 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $18 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 8 | $24 | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 8 | $24 | 0.00% | +8 | New |
| Ancora Advisors, LLC | 9 | $27 | 0.00% | −28−75.7% | Reduced |
| Winnow Wealth LLC | 12 | $36 | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 14 | $42 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $52 | 0.00% | −15−46.9% | Reduced |
| AdvisorNet Financial, Inc | 20 | $60 | 0.00% | −390−95.1% | Reduced |
| Raelipskie Partnership | 20 | $60 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 25 | $76 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $91 | 0.00% | −20−40.0% | Reduced |
| Bear Mountain Capital, Inc. | 40 | $109 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 40 | $121 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 40 | $121 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 45 | $136 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 48 | $145 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 50 | $151 | 0.00% | −843−94.4% | Reduced |
| Versant Capital Management, Inc | 50 | $151 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $151 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $151 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $151 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 50 | $151 | 0.00% | +50 | New |
| WealthTrak Capital Management LLC | 55 | $167 | 0.00% | +55 | New |
| Iron Horse Wealth Management, LLC | 70 | $211 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 74 | $223 | 0.00% | −937−92.7% | Reduced |
| Global Wealth Strategies & Associates | 76 | $230 | 0.00% | +26+52.0% | Added |
| Burkett Financial Services, LLC | 78 | $236 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 80 | $242 | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 80 | $242 | 0.00% | +80 | New |
| AllSquare Wealth Management LLC | 90 | $272 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 100 | $302 | 0.00% | −13,931−99.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $302 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $302 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 100 | $302 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 100 | $302 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $302 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 100 | $302 | 0.00% | +100 | New |
| Concord Wealth Partners | 100 | $302 | 0.00% | +100 | New |
| Hopwood Financial Services, Inc. | 100 | $302 | 0.00% | +100 | New |
| Financial Perspectives, Inc | 101 | $305 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 105 | $317 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 108 | $326 | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 119 | $329 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 119 | $359 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 123 | $371 | 0.00% | −625−83.6% | Reduced |
| Fortitude Family Office, LLC | 130 | $393 | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 130 | $393 | 0.00% | +130 | New |
| Legacy Investment Solutions, LLC | 150 | $425 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 150 | $425 | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 124 | $438 | 0.00% | +124 | New |
| Carolina Wealth Advisors, LLC | 150 | $453 | 0.00% | +150 | New |
| Comprehensive Financial Planning, Inc. | 155 | $468 | 0.00% | +155 | New |
| Smartleaf Asset Management LLC | 150 | $472 | 0.00% | −6,511−97.7% | Reduced |
| SWAN Capital LLC | 182 | $550 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 196 | $592 | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 200 | $604 | 0.00% | +200 | New |
| Truvestments Capital LLC | 200 | $604 | 0.00% | +200 | New |
| New Wave Wealth Advisors LLC | 200 | $604 | 0.00% | +200 | New |
| FSA Wealth Management LLC | 205 | $619 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 211 | $637 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 275 | $831 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 282 | $852 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 287 | $867 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $906 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 300 | $906 | 0.00% | +300 | New |
| Central Trust Co | 310 | $937 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 325 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 232 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 363 | $1.10K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 400 | $1.20K | 0.00% | 00.0% | Unchanged |
| Kieckhefer Group LLC | 400 | $1.21K | 0.00% | +400 | New |
| Harbor Investment Advisory, LLC | 420 | $1.27K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 437 | $1.32K | 0.00% | −33−7.0% | Reduced |
| Salem Investment Counselors Inc | 445 | $1.34K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 450 | $1.36K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 454 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 460 | $1.39K | 0.00% | +460 | New |
| BankPlus Trust Department | 465 | $1.40K | 0.00% | +465 | New |
| Fedenia Advisers LLC | 470 | $1.42K | 0.00% | +470 | New |
| EverSource Wealth Advisors, LLC | 481 | $1.45K | 0.00% | +291+153.2% | Added |
| Highline Wealth Partners LLC | 500 | $1.51K | 0.00% | −9−1.8% | Reduced |
| TFC Financial Management | 500 | $1.51K | 0.00% | −1−0.2% | Reduced |
| First United Bank Trust | 500 | $1.51K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 500 | $1.51K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 500 | $1.51K | 0.00% | +500 | New |
| Sound Income Strategies, LLC | 516 | $1.56K | 0.00% | +175+51.3% | Added |
| Bartlett & Co. Wealth Management LLC | 540 | $1.63K | 0.00% | 00.0% | Unchanged |