| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | −33−68.8% | Reduced |
| Avion Wealth | 38 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 24 | $0 | 0.00% | +24 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $12 | 0.00% | 00.0% | Unchanged |
| GILL CAPITAL PARTNERS, LLC | 3 | $63 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 3 | $63 | 0.00% | +3 | New |
| MARYLAND CAPITAL ADVISORS INC. | 4 | $85 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 5 | $106 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 6 | $127 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $127 | 0.00% | +2+50.0% | Added |
| TFC Financial Management | 7 | $148 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 9 | $189 | 0.00% | −76−89.4% | Reduced |
| Colonial Trust Co / SC | 9 | $190 | 0.00% | −33−78.6% | Reduced |
| MidFirst Bank | 10 | $211 | 0.00% | 00.0% | Unchanged |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 15 | $315 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 16 | $338 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 17 | $359 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 19 | $401 | 0.00% | 00.0% | Unchanged |
| MCGUIRE CAPITAL ADVISORS INC | 20 | $422 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 21 | $435 | 0.00% | +10+90.9% | Added |
| Investors Portfolio Services LLC | 21 | $443 | 0.00% | +21 | New |
| Dunhill Financial, LLC | 22 | $465 | 0.00% | −2−8.3% | Reduced |
| Vision Retirement, LLC | 23 | $486 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 30 | $584 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 30 | $633 | 0.00% | −1,000−97.1% | Reduced |
| Atlantic Private Wealth, LLC | 30 | $633 | 0.00% | 00.0% | Unchanged |
| FINANCIAL CONSULATE, INC | 31 | $655 | 0.00% | −39−55.7% | Reduced |
| Activest Wealth Management | 32 | $676 | 0.00% | −2,911−98.9% | Reduced |
| WOLFF WIESE MAGANA LLC | 35 | $739 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 37 | $781 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 42 | $887 | 0.00% | +21+100.0% | Added |
| Whipplewood Advisors, LLC | 46 | $971 | 0.00% | 00.0% | Unchanged |
| RAFFA WEALTH MANAGEMENT, LLC | 46 | $971 | 0.00% | +3+7.0% | Added |
| Strategic Wealth Advisors LLC | 50 | $1K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 50 | $1K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 48 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 54 | $1.04K | 0.00% | −14−20.6% | Reduced |
| SJS Investment Consulting Inc. | 50 | $1.06K | 0.00% | −611−92.4% | Reduced |
| Principia Wealth Advisory, LLC | 50 | $1.06K | 0.00% | −8−13.8% | Reduced |
| Highland Investment Advisors LLC | 50 | $1.06K | 0.00% | +50 | New |
| Rialto Wealth Management, LLC | 53 | $1.12K | 0.00% | +15+39.5% | Added |
| Signature Equity Partners, LLC | 54 | $1.14K | 0.00% | +8+17.4% | Added |
| Bay Harbor Wealth Management, LLC | 55 | $1.16K | 0.00% | −6−9.8% | Reduced |
| SALEM INVESTMENT COUNSELORS INC | 55 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 57 | $1.2K | 0.00% | +37+185.0% | Added |
| Triumph Capital Management | 60 | $1.27K | 0.00% | −150−71.4% | Reduced |
| BRYN MAWR TRUST Co | 65 | $1.37K | 0.00% | +65 | New |
| Allied Private Wealth LLC | 78 | $1.45K | 0.00% | +78 | New |
| VSM Wealth Advisory, LLC | 73 | $1.54K | 0.00% | 00.0% | Unchanged |
| 1620 INVESTMENT ADVISORS, INC. | 80 | $1.69K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 84 | $1.77K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 91 | $1.92K | 0.00% | −56−38.1% | Reduced |
| Roble, Belko & Company, Inc | 100 | $2K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $2K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 96 | $2.03K | 0.00% | +96 | New |
| Oakworth Capital, Inc. | 100 | $2.07K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $2.11K | 0.00% | −158−61.2% | Reduced |
| FIRST FINANCIAL CORP/IN/ | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| SFAM, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| BURKETT FINANCIAL SERVICES, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| FWL INVESTMENT MANAGEMENT, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| ARMSTRONG ADVISORY GROUP, INC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Gladwyn Financial Advisors, Inc. | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| ADIRONDACK TRUST CO | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| KERR FINANCIAL PLANNING Corp | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 100 | $2.11K | 0.00% | +100 | New |
| Fedenia Advisers LLC | 100 | $2.11K | 0.00% | +100 | New |
| STANCE CAPITAL LLC | 100 | $2.11K | 0.00% | +100 | New |
| RHL GROUP, LLC | 101 | $2.12K | 0.00% | 00.0% | Unchanged |
| MOTCO | 101 | $2.13K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 105 | $2.22K | 0.00% | −1,303−92.5% | Reduced |
| SWAN Capital LLC | 105 | $2.22K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 102 | $2.24K | 0.00% | +102 | New |
| DHJJ Financial Advisors, Ltd. | 109 | $2.3K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 110 | $2.32K | 0.00% | +10+10.0% | Added |
| Retirement Wealth Solutions LLC | 111 | $2.34K | 0.00% | +12+12.1% | Added |
| IFG Advisory, LLC | 115 | $2.43K | 0.00% | +115 | New |