| FinTrust Capital Advisors, LLC | 1,026 | $0 | 0.00% | +26+2.6% | Added |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Tradewinds Capital Management, LLC | 2 | $109 | 0.00% | +2 | New |
| Albion Financial Group | 3 | $163 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $179 | 0.00% | +3 | New |
| PFG Private Wealth Management, LLC | 7 | $379 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 7 | $379 | 0.00% | +7 | New |
| Clear Investment Research, LLC | 74 | $411 | 0.00% | +11+17.5% | Added |
| True Wealth Design, LLC | 9 | $488 | 0.00% | +1+12.5% | Added |
| Global Financial Private Client, LLC | 9 | $491 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $541 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $704 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 15 | $812 | 0.00% | +15 | New |
| Arlington Partners LLC | 18 | $974 | 0.00% | −666−97.4% | Reduced |
| Arlington Trust Co LLC | 18 | $974 | 0.00% | +18 | New |
| Macroview Investment Management LLC | 18 | $975 | 0.00% | +18 | New |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $1.14K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 22 | $1.19K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 22 | $1.28K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 38 | $2.06K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 39 | $2.11K | 0.00% | −20−33.9% | Reduced |
| West Paces Advisors Inc. | 40 | $2.17K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 40 | $2.17K | 0.00% | +40 | New |
| Armstrong Advisory Group, Inc | 41 | $2.22K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 41 | $2.24K | 0.00% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 44 | $2.38K | 0.00% | −3,485−98.8% | Reduced |
| Concord Wealth Partners | 48 | $2.60K | 0.00% | −6−11.1% | Reduced |
| Raffa Wealth Management, LLC | 54 | $2.92K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 54 | $2.92K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 55 | $2.98K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 58 | $3.14K | 0.00% | +58 | New |
| Ritter Daniher Financial Advisory LLC | 58 | $3.17K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 61 | $3.30K | 0.00% | +61 | New |
| Larson Financial Group LLC | 62 | $3.36K | 0.00% | −238−79.3% | Reduced |
| Pacific Center for Financial Services | 62 | $3.36K | 0.00% | 00.0% | Unchanged |
| Motco | 64 | $3.46K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 67 | $3.63K | 0.00% | +67 | New |
| Indiana Trust & Investment Management CO | 67 | $3.63K | 0.00% | +67 | New |
| Sound Income Strategies, LLC | 67 | $3.63K | 0.00% | +67 | New |
| Harbor Investment Advisory, LLC | 72 | $3.92K | 0.00% | +20+38.5% | Added |
| Bogart Wealth, LLC | 80 | $4.33K | 0.00% | +13+19.4% | Added |
| Gradient Investments LLC | 81 | $4.38K | 0.00% | −85−51.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 86 | $4.66K | 0.00% | −217−71.6% | Reduced |
| Johnson Financial Group, Inc. | 89 | $4.82K | 0.00% | −285−76.2% | Reduced |
| C M Bidwell & Associates Ltd | 89 | $4.82K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 92 | $5.01K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 95 | $5.14K | 0.00% | −4,050−97.7% | Reduced |
| Hollencrest Capital Management | 100 | $5.41K | 0.00% | −900−90.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 100 | $5.41K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $5.41K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $5.41K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $5.41K | 0.00% | +100 | New |
| Heritage Wealth Advisors | 102 | $5.51K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 103 | $5.63K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 109 | $5.90K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 115 | $6.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 112 | $6.06K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 114 | $6.17K | 0.00% | −105−47.9% | Reduced |
| Brown Brothers Harriman & Co | 126 | $6.82K | 0.00% | −155−55.2% | Reduced |
| Highline Wealth Partners LLC | 130 | $7.04K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $7.04K | 0.00% | +130 | New |
| Front Row Advisors LLC | 133 | $7.20K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 141 | $7.63K | 0.00% | +67+90.5% | Added |
| Institutional & Family Asset Management, LLC | 144 | $7.79K | 0.00% | −61−29.8% | Reduced |
| TD Capital Management LLC | 145 | $7.84K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 150 | $8.12K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 165 | $8.96K | 0.00% | +165 | New |
| Steward Financial Group LLC | 179 | $9.00K | 0.00% | +179 | New |
| Atticus Wealth Management, LLC | 176 | $9.53K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 178 | $9.63K | 0.00% | +24+15.6% | Added |
| GHP Investment Advisors, Inc. | 193 | $10.2K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 200 | $10.8K | 0.00% | −650−76.5% | Reduced |
| South State Corp. | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $10.8K | 0.01% | – | – |
| Missouri Trust & Investment Co | 200 | $10.8K | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 200 | $10.8K | 0.00% | +200 | New |
| New England Capital Financial Advisors LLC | 201 | $10.9K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 201 | $11.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 210 | $11.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 210 | $11.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 220 | $11.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 221 | $12.0K | 0.00% | +29+15.1% | Added |
| Carmel Capital Partners, LLC | 224 | $12.1K | 0.01% | +224 | New |
| Venturi Wealth Management, LLC | 228 | $12.3K | 0.00% | −4,068−94.7% | Reduced |
| WR Wealth Planners, LLC | 229 | $12.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 231 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 235 | $12.7K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 248 | $13.4K | 0.01% | +248 | New |
| Flaharty Asset Management, LLC | 255 | $13.8K | 0.00% | +255 | New |