| Bogart Wealth, LLC | 2 | $0 | 0.00% | −20−90.9% | Reduced |
| Evermay Wealth Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| TAP Consulting, LLC | 2 | $0 | 0.00% | +2 | New |
| Curi Capital | 6 | $0 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| Widmann Financial Services, Inc. | 7 | $0 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 7 | $652 | 0.00% | – | – |
| James Investment Research Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 20 | $1.00K | 0.00% | +5+33.3% | Added |
| USA Financial Portformulas Corp | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +13 | New |
| Ford Financial Group, LLC | 20 | $1.00K | 0.00% | +20 | New |
| James Reed Financial Services, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Karlinski Andrew C | 13 | $1.00K | 0.00% | +13 | New |
| Tevis Investment Management | 6 | $1.00K | 0.00% | +6 | New |
| Arcadia Investment Advisors LLC | 20 | $1.86K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 23 | $2.00K | 0.00% | +9+64.3% | Added |
| Versant Capital Management, Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 20 | $2.00K | 0.00% | +20 | New |
| Cassady Schiller Wealth Management, LLC | 24 | $2.00K | 0.00% | +24 | New |
| Global Financial Private Client, LLC | 27 | $2.52K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 37 | $3.00K | 0.00% | −1,584−97.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 31 | $3.00K | 0.00% | +31 | New |
| Cornerstone Advisory, LLC | 29 | $3.00K | 0.00% | +29 | New |
| Addison Advisors LLC | 30 | $3.00K | 0.00% | +30 | New |
| Independence Bank of Kentucky | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 56 | $4.00K | 0.00% | +56 | New |
| Core Alternative Capital | 40 | $4.00K | 0.00% | +40 | New |
| Advanced Research Investment Solutions, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Shore Point Advisors, LLC | 39 | $4.00K | 0.00% | +39 | New |
| HM Payson & Co | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 55 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $5.00K | 0.00% | +50 | New |
| Robbins Farley LLC | 50 | $5.00K | 0.00% | +50 | New |
| Schubert & Co | 54 | $5.00K | 0.01% | +54 | New |
| High Net Worth Advisory Group LLC | 50 | $5.00K | 0.00% | +50 | New |
| Brown, Lisle/Cummings, Inc. | 60 | $5.59K | 0.00% | +60 | New |
| Lee Financial Co | 68 | $6.00K | 0.00% | +10+17.2% | Added |
| Core Wealth Advisors, Inc. | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 64 | $6.00K | 0.00% | +64 | New |
| Steward Financial Group LLC | 70 | $6.00K | 0.01% | +70 | New |
| Rise Advisors, LLC | 65 | $6.06K | 0.01% | +65 | New |
| Whittier Trust Co | 70 | $7.00K | 0.00% | −300−81.1% | Reduced |
| HighMark Wealth Management LLC | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 75 | $7.00K | 0.00% | +75 | New |
| Stonebridge Financial Planning Group, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 86 | $8.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $9.00K | 0.00% | −400−80.0% | Reduced |
| Piscataqua Savings Bank | 100 | $9.00K | 0.01% | −46−31.5% | Reduced |
| Optimum Investment Advisors | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 110 | $10.0K | 0.00% | −14−11.3% | Reduced |
| McCarthy Asset Management, Inc. | 111 | $10.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 103 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 103 | $10.0K | 0.00% | +103 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 104 | $10.0K | 0.00% | +104 | New |
| Country Trust Bank | 118 | $11.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 120 | $11.0K | 0.00% | +60+100.0% | Added |
| Barnett & Company, Inc. | 123 | $11.0K | 0.01% | +84+215.4% | Added |
| Horizon Financial Services, LLC | 125 | $11.6K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 129 | $12.0K | 0.01% | −2,916−95.8% | Reduced |
| SOA Wealth Advisors, LLC. | 138 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 137 | $12.8K | 0.00% | +36+35.6% | Added |
| Pin Oak Investment Advisors Inc | 142 | $13.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 150 | $13.0K | 0.00% | +50+50.0% | Added |
| Mach-1 Financial Group, Inc. | 143 | $13.0K | 0.01% | +143 | New |
| Global Wealth Management Investment Advisory, Inc. | 150 | $14.0K | 0.00% | −1,050−87.5% | Reduced |
| South State Corp. | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 151 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 146 | $14.0K | 0.00% | +58+65.9% | Added |
| Archer Investment Corp | 158 | $14.7K | 0.00% | +158 | New |
| Column Capital Advisors, LLC | 162 | $15.0K | 0.00% | −1,085−87.0% | Reduced |
| Albion Financial Group | 164 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 164 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 162 | $15.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 158 | $15.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 158 | $15.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 164 | $15.0K | 0.00% | +164 | New |
| Missouri Trust & Investment Co | 160 | $15.0K | 0.01% | +160 | New |
| Rocky Mountain Advisers, LLC | 170 | $16.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 174 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 180 | $16.9K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 181 | $17.0K | 0.00% | +141+352.5% | Added |
| Jones Financial Companies LLLP | 180 | $17.0K | 0.00% | +180 | New |
| TSFG, LLC | 195 | $18.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 200 | $18.6K | 0.01% | +200 | New |
| Bellevue Asset Management, LLC | 209 | $19.0K | 0.01% | −100−32.4% | Reduced |
| HC Financial Advisors Inc | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 200 | $19.0K | 0.02% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 200 | $19.0K | 0.01% | +200 | New |