| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 17 | $0 | 0.00% | +17 | New |
| WestEnd Advisors, LLC | 3 | $60 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 5 | $101 | 0.00% | −301−98.4% | Reduced |
| Trust Co of Vermont | 6 | $120 | 0.00% | +6 | New |
| Assetmark, Inc | 9 | $180 | 0.00% | +9 | New |
| Turtle Creek Wealth Advisors, LLC | 9 | $180 | 0.00% | +9 | New |
| DHJJ Financial Advisors, Ltd. | 9 | $181 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 10 | $200 | 0.00% | −9−47.4% | Reduced |
| Baystate Wealth Management LLC | 10 | $200 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $241 | 0.00% | +12 | New |
| Insight Financial Services | 19 | $380 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 20 | $401 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 20 | $401 | 0.00% | +20 | New |
| Rockbridge Investment Management, LCC | 22 | $441 | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 24 | $481 | 0.00% | +7+41.2% | Added |
| Bear Mountain Capital, Inc. | 30 | $518 | 0.00% | +30 | New |
| Dunhill Financial, LLC | 27 | $532 | 0.00% | +27 | New |
| Retirement Group, LLC | 29 | $581 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 30 | $601 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 37 | $651 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $702 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $822 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 35 | $1.00K | 0.00% | +9+34.6% | Added |
| Avion Wealth | 38 | $1.00K | 0.00% | +38 | New |
| Clearstead Advisors, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Evergreen Private Wealth LLC | 50 | $1.00K | 0.00% | +50 | New |
| Hollencrest Capital Management | 51 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 52 | $1.04K | 0.00% | +52 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $1.06K | 0.00% | +53 | New |
| Salem Investment Counselors Inc | 55 | $1.10K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 59 | $1.18K | 0.00% | +59 | New |
| Bruce G. Allen Investments, LLC | 72 | $1.44K | 0.00% | +72 | New |
| Versant Capital Management, Inc | 79 | $1.58K | 0.00% | +11+16.2% | Added |
| Voisard Asset Management Group, Inc. | 80 | $1.60K | 0.00% | +80 | New |
| Tennessee Valley Asset Management Partners | 82 | $1.64K | 0.00% | +82 | New |
| JFS Wealth Advisors, LLC | 83 | $1.66K | 0.00% | +16+23.9% | Added |
| Colonial Trust Advisors | 88 | $1.76K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 90 | $1.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 92 | $1.84K | 0.00% | +92 | New |
| Adirondack Trust Co | 100 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 100 | $2.00K | 0.00% | −3,000−96.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $2.00K | 0.00% | +100 | New |
| First United Bank Trust | 100 | $2.00K | 0.00% | +100 | New |
| Burkett Financial Services, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Beaird Harris Wealth Management, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Richard W. Paul & Associates, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Motco | 101 | $2.02K | 0.00% | +101 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $2.05K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 104 | $2.08K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 110 | $2.21K | 0.00% | −200−64.5% | Reduced |
| Red Tortoise LLC | 111 | $2.22K | 0.00% | +5+4.7% | Added |
| Venturi Wealth Management, LLC | 115 | $2.31K | 0.00% | +115 | New |
| Sandy Spring Bank | 116 | $2.33K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 120 | $2.40K | 0.00% | −30−20.0% | Reduced |
| PFG Private Wealth Management, LLC | 120 | $2.40K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 200 | $2.45K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 127 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 139 | $2.79K | 0.00% | −10−6.7% | Reduced |
| West Oak Capital, LLC | 180 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 150 | $3.01K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 150 | $3.01K | 0.00% | +150 | New |
| Rothschild Investment LLC | 154 | $3.09K | 0.00% | +154 | New |
| Bell Investment Advisors, Inc | 169 | $3.39K | 0.00% | −23−12.0% | Reduced |
| Kelly Financial Services LLC | 175 | $3.51K | 0.00% | −167−48.8% | Reduced |
| Carolina Wealth Advisors, LLC | 176 | $3.53K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 176 | $3.53K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 191 | $3.83K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 192 | $3.85K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 192 | $3.85K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 195 | $3.91K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 215 | $4.00K | 0.00% | +15+7.5% | Added |
| Tradition Wealth Management, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 200 | $4.01K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 200 | $4.01K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 200 | $4.01K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $4.01K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 200 | $4.01K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 200 | $4.01K | 0.00% | +100+100.0% | Added |