| Bessemer Group Inc | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 115 | $0 | 0.00% | +115 | New |
| Wood Tarver Financial Group, LLC | 10 | $0 | 0.00% | +10 | New |
| Rossby Financial, LCC | 1 | $3 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 3 | $10 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 3 | $15 | 0.00% | +3 | New |
| Kathleen S. Wright Associates Inc. | 10 | $34 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $34 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 10 | $34 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 10 | $44 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 15 | $51 | 0.00% | −100−87.0% | Reduced |
| Comprehensive Financial Planning, Inc. | 15 | $51 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $52 | 0.00% | −140−90.3% | Reduced |
| SJS Investment Consulting Inc. | 20 | $69 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 20 | $69 | 0.00% | +20 | New |
| Financial Perspectives, Inc | 22 | $75 | 0.00% | −5−18.5% | Reduced |
| Clearstead Advisors, LLC | 23 | $79 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $86 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $87 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 29 | $100 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 30 | $103 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 33 | $113 | 0.00% | +28+560.0% | Added |
| First Command Advisory Services, Inc. | 35 | $120 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 40 | $137 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 16 | $145 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 43 | $147 | 0.00% | +43 | New |
| Thompson Investment Management, Inc. | 50 | $171 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $172 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 50 | $172 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 50 | $172 | 0.00% | +50 | New |
| Sierra Ocean, LLC | 60 | $206 | 0.00% | −587−90.7% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 67 | $230 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 50 | $244 | 0.00% | −26−34.2% | Reduced |
| Transce3nd, LLC | 73 | $250 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 84 | $288 | 0.00% | −35−29.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 84 | $288 | 0.00% | +84 | New |
| Tortoise Investment Management, LLC | 86 | $295 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 98 | $337 | 0.00% | +13+15.3% | Added |
| Financial Management Professionals, Inc. | 100 | $343 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $343 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $343 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 100 | $343 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $343 | 0.00% | +100 | New |
| Oakworth Capital, Inc. | 105 | $360 | 0.00% | +25+31.3% | Added |
| Raffa Wealth Management, LLC | 107 | $367 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 119 | $408 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 125 | $429 | 0.00% | +125 | New |
| Darwin Advisors, LLC | 135 | $463 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 150 | $515 | 0.00% | −300−66.7% | Reduced |
| BNP Paribas | 150 | $515 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 150 | $515 | 0.00% | +150 | New |
| Eastern Bank | 156 | $535 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 123 | $536 | 0.00% | +73+146.0% | Added |
| Investors Research Corp | 160 | $549 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 175 | $601 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 178 | $611 | 0.00% | +178 | New |
| St Germain D J Co Inc | 200 | $686 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $686 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 200 | $686 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 212 | $727 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 212 | $727 | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 225 | $772 | 0.00% | −1,000−81.6% | Reduced |
| IFP Advisors, Inc | 230 | $789 | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 235 | $806 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 243 | $833 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 250 | $858 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 250 | $858 | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 250 | $858 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 250 | $858 | 0.00% | +250 | New |
| UMA Financial Services, Inc. | 255 | $875 | 0.00% | +33+14.9% | Added |
| New England Capital Financial Advisors LLC | 262 | $898 | 0.00% | +130+98.5% | Added |
| Fifth Third Bancorp | 277 | $950 | 0.00% | −163−37.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 181 | $1.00K | 0.00% | −92−33.7% | Reduced |
| Centerpoint Advisors, LLC | 250 | $1.00K | 0.00% | −56−18.3% | Reduced |
| Winthrop Capital Management, LLC | 174 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 300 | $1.03K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 300 | $1.03K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 301 | $1.03K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 310 | $1.06K | 0.00% | +5+1.6% | Added |
| Tradewinds Capital Management, LLC | 357 | $1.23K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 364 | $1.25K | 0.00% | +364 | New |
| Bogart Wealth, LLC | 390 | $1.34K | 0.00% | +178+84.0% | Added |
| City State Bank | 400 | $1.37K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 410 | $1.44K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 430 | $1.48K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 436 | $1.50K | 0.00% | +436 | New |
| Oliver Lagore Vanvalin Investment Group | 400 | $1.52K | 0.00% | +400 | New |
| Credit Industriel Et Commercial | 466 | $1.60K | 0.00% | +466 | New |
| Geneos Wealth Management Inc. | 484 | $1.66K | 0.00% | −200−29.2% | Reduced |
| Bullock Wealth Management Group | 478 | $1.68K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 500 | $1.72K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $1.72K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 500 | $1.72K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 500 | $1.72K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 525 | $1.80K | 0.00% | −941−64.2% | Reduced |
| Larson Financial Group LLC | 540 | $1.85K | 0.00% | −183−25.3% | Reduced |
| Rakuten Securities, Inc. | 570 | $1.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 575 | $1.97K | 0.00% | −495−46.3% | Reduced |
| Cape Investment Advisory, Inc. | 584 | $2.00K | 0.00% | 00.0% | Unchanged |