| FinTrust Capital Advisors, LLC | 1,000 | $0 | 0.00% | −720−41.9% | Reduced |
| Strengthening Families & Communities, LLC | 206 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 12 | $0 | 0.00% | +12 | New |
| Sofos Investments, Inc. | 37 | $29 | 0.00% | +37 | New |
| Trust Co of Vermont | 7 | $259 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $333 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $370 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10 | $370 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 14 | $521 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 15 | $556 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $741 | 0.00% | +20 | New |
| EWG Elevate Inc. | 20 | $741 | 0.00% | +20 | New |
| Hexagon Capital Partners LLC | 21 | $778 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 23 | $862 | 0.00% | −250−91.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.00K | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 30 | $1.11K | 0.00% | −65−68.4% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 34 | $1.26K | 0.00% | +34 | New |
| Private Advisor Group, LLC | 38,341 | $1.42K | 0.00% | −24,882−39.4% | Reduced |
| Horan Securities, Inc. | 39 | $1.44K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $1.48K | 0.00% | +10+33.3% | Added |
| Lee Financial Co | 41 | $1.52K | 0.00% | −8−16.3% | Reduced |
| Armstrong Advisory Group, Inc | 41 | $1.52K | 0.00% | +41 | New |
| Disciplined Investments, LLC | 43 | $1.59K | 0.00% | +34+377.8% | Added |
| Raleigh Capital Management Inc. | 46 | $1.71K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 52 | $1.93K | 0.00% | +52 | New |
| Harbor Investment Advisory, LLC | 52 | $1.94K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $2.00K | 0.00% | −101−65.2% | Reduced |
| Capital Analysts, LLC | 67 | $2.00K | 0.00% | −19−22.1% | Reduced |
| Logan Capital Management Inc | 55 | $2.04K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 55 | $2.04K | 0.00% | +55 | New |
| Paragon Wealth Strategies, LLC | 58 | $2.15K | 0.00% | +58 | New |
| Ritter Daniher Financial Advisory LLC | 58 | $2.16K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 76 | $2.82K | 0.00% | +76 | New |
| Schubert & Co | 79 | $2.93K | 0.00% | +4+5.3% | Added |
| C M Bidwell & Associates Ltd | 89 | $3.30K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 92 | $3.42K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 99 | $3.67K | 0.01% | +77+350.0% | Added |
| Carmichael Hill & Associates, Inc. | 100 | $3.70K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 100 | $3.70K | 0.00% | +100 | New |
| Albion Financial Group | 101 | $3.74K | 0.00% | +101 | New |
| Heritage Wealth Advisors | 101 | $3.75K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 104 | $3.85K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 107 | $3.93K | 0.00% | +107 | New |
| Highlander Capital Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 100 | $4.00K | 0.00% | +46+85.2% | Added |
| HM Payson & Co | 111 | $4.11K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 110 | $4.33K | 0.00% | −120−52.2% | Reduced |
| Sargent Bickham Lagudis LLC | 120 | $4.45K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 130 | $4.82K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 133 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 141 | $5.23K | 0.00% | −78−35.6% | Reduced |
| TD Capital Management LLC | 144 | $5.35K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 145 | $5.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 154 | $5.70K | 0.00% | −48−23.8% | Reduced |
| Independence Bank of Kentucky | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 172 | $6.37K | 0.00% | +2+1.2% | Added |
| Blue Bell Private Wealth Management, LLC | 176 | $6.52K | 0.00% | −235−57.2% | Reduced |
| BerganKDV Wealth Management, LLC | 176 | $6.52K | 0.00% | −20−10.2% | Reduced |
| Fiduciary Alliance LLC | 186 | $6.89K | 0.00% | +186 | New |
| Prestige Wealth Management Group LLC | 188 | $6.96K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 201 | $7.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 188 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 191 | $7.07K | 0.00% | +1+0.5% | Added |
| GHP Investment Advisors, Inc. | 193 | $7.15K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 200 | $7.41K | 0.00% | −1,500−88.2% | Reduced |
| McIlrath & Eck, LLC | 200 | $7.41K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $7.41K | 0.01% | +200 | New |
| Live Oak Investment Partners | – | $7.41K | 0.01% | – | New |
| WFA of San Diego, LLC | 201 | $7.46K | 0.01% | +201 | New |
| Financial Perspectives, Inc | 210 | $7.78K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 210 | $7.78K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 201 | $7.92K | 0.01% | +201 | New |
| Baystate Wealth Management LLC | 203 | $8.00K | 0.00% | −263−56.4% | Reduced |
| Core Alternative Capital | 225 | $8.33K | 0.00% | −134−37.3% | Reduced |
| Washington Trust Advisors, Inc. | 253 | $9.37K | 0.00% | −897−78.0% | Reduced |
| SJS Investment Consulting Inc. | 253 | $9.37K | 0.00% | −4−1.6% | Reduced |
| Johnson Financial Group, Inc. | 260 | $9.63K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 261 | $9.68K | 0.00% | −24−8.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 300 | $10.0K | 0.01% | −150−33.3% | Reduced |
| EverSource Wealth Advisors, LLC | 270 | $10.0K | 0.00% | −178−39.7% | Reduced |
| Delta Asset Management LLC | 275 | $10.2K | 0.00% | +275 | New |
| Castleview Partners, LLC | 282 | $10.5K | 0.01% | +199+239.8% | Added |
| Larson Financial Group LLC | 299 | $11.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 300 | $11.1K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 300 | $11.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 300 | $11.1K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 303 | $11.2K | 0.01% | +303 | New |
| Worth Asset Management, LLC | 320 | $11.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 333 | $12.3K | 0.00% | −448−57.4% | Reduced |
| Earnest Partners LLC | 346 | $12.8K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 342 | $13.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 356 | $13.2K | 0.00% | +178+100.0% | Added |
| Focused Wealth Management, Inc | 376 | $13.9K | 0.00% | +10+2.7% | Added |
| Whittier Trust Co | 377 | $14.0K | 0.00% | −39−9.4% | Reduced |