| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −30−93.8% | Reduced |
| Your Advocates Ltd., LLP | 0 | $7 | 0.00% | 0 | Unchanged |
| Strategic Wealth Partners, Ltd. | 1 | $19 | 0.00% | +1 | New |
| Semmax Financial Advisors Inc. | 2 | $43 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 4 | $77 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 7 | $132 | 0.00% | −26−78.8% | Reduced |
| UMA Financial Services, Inc. | 7 | $132 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 7 | $132 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 8 | $156 | 0.00% | +8 | New |
| Main Street Group, LTD | 10 | $194 | 0.00% | 00.0% | Unchanged |
| City State Bank | 12 | $226 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $263 | 0.00% | −639−97.9% | Reduced |
| Parkworth Wealth Management, Inc. | 14 | $263 | 0.00% | +14 | New |
| Pacer Advisors, Inc. | 16 | $301 | 0.00% | −78,860−100.0% | Reduced |
| Strategic Investment Solutions, Inc. | 18 | $332 | 0.00% | +1+5.9% | Added |
| SOA Wealth Advisors, LLC. | 21 | $395 | 0.00% | +21 | New |
| Ridgewood Investments LLC | 25 | $471 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $489 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 26 | $489 | 0.00% | +26 | New |
| Rialto Wealth Management, LLC | 26 | $490 | 0.00% | −77−74.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 28 | $526 | 0.00% | −1,745−98.4% | Reduced |
| South State Corp. | 29 | $546 | 0.00% | −21−42.0% | Reduced |
| Private Wealth Management Group, LLC | 30 | $565 | 0.00% | −8−21.1% | Reduced |
| Hughes Financial Services, LLC | 28 | $576 | 0.00% | +28 | New |
| Fortis Group Advisors, LLC | 34 | $640 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 37 | $696 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 41 | $772 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 42 | $790 | 0.00% | +42 | New |
| True Wealth Design, LLC | 43 | $810 | 0.00% | +43 | New |
| Quest 10 Wealth Builders, Inc. | 44 | $828 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 47 | $894 | 0.00% | −3,187−98.5% | Reduced |
| Costello Asset Management, INC | 50 | $941 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 52 | $979 | 0.00% | +52 | New |
| Prestige Wealth Management Group LLC | 61 | $1.19K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 64 | $1.21K | 0.00% | +39+156.0% | Added |
| Godsey & Gibb Associates | 72 | $1.36K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 74 | $1.39K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 75 | $1.41K | 0.00% | +75 | New |
| New England Capital Financial Advisors LLC | 87 | $1.63K | 0.00% | +3+3.6% | Added |
| Essential Partners LLC | 97 | $1.83K | 0.00% | +97 | New |
| Cromwell Holdings LLC | 95 | $1.85K | 0.00% | +57+150.0% | Added |
| Painted Porch Advisors LLC | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 112 | $2.11K | 0.00% | +112 | New |
| AdvisorNet Financial, Inc | 113 | $2.13K | 0.00% | +40+54.8% | Added |
| Cape Investment Advisory, Inc. | 125 | $2.35K | 0.00% | −6−4.6% | Reduced |
| Country Trust Bank | 125 | $2.35K | 0.00% | +125 | New |
| Wolff Wiese Magana LLC | 137 | $2.58K | 0.00% | +137 | New |
| Archer Investment Corp | 148 | $2.79K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 150 | $2.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 158 | $2.97K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 158 | $2.97K | 0.00% | +7+4.6% | Added |
| Avion Wealth | 192 | $3.00K | 0.00% | +192 | New |
| N.E.W. Advisory Services LLC | 160 | $3.01K | 0.00% | −314−66.2% | Reduced |
| Harbor Investment Advisory, LLC | 177 | $3.33K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 178 | $3.35K | 0.00% | +26+17.1% | Added |
| Bare Financial Services, Inc | 180 | $3.39K | 0.00% | +121+205.1% | Added |
| GPS Wealth Strategies Group, LLC | 185 | $3.48K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 187 | $3.52K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 187 | $3.52K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 202 | $3.80K | 0.00% | +171+551.6% | Added |
| Beacon Capital Management, LLC | 210 | $3.96K | 0.00% | +2+1.0% | Added |
| Raiffeisen Bank International AG | 103 | $4.01K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 249 | $4.69K | 0.00% | −6−2.4% | Reduced |
| Webster Bank, N. A. | 250 | $4.71K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 250 | $4.71K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 250 | $4.71K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $4.71K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 253 | $4.76K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 262 | $4.98K | 0.00% | +9+3.6% | Added |
| Ransom Advisory, Ltd | 275 | $5.18K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 256 | $5.20K | 0.00% | +256 | New |
| LRI Investments, LLC | 289 | $5.44K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 294 | $5.53K | 0.00% | −272−48.1% | Reduced |
| Truvestments Capital LLC | 300 | $5.65K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 337 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 341 | $6.00K | 0.00% | +12+3.6% | Added |
| TD Private Client Wealth LLC | 319 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 325 | $6.12K | 0.00% | +250+333.3% | Added |
| Caldwell Sutter Capital, Inc. | 332 | $6.25K | 0.00% | −12−3.5% | Reduced |
| VSM Wealth Advisory, LLC | 338 | $6.36K | 0.00% | +69+25.7% | Added |
| Key Financial Inc | 351 | $6.61K | 0.00% | +351 | New |
| Parkside Financial Bank & Trust | 352 | $6.63K | 0.00% | +71+25.3% | Added |
| Hilltop National Bank | 375 | $7.06K | 0.00% | +375 | New |
| Traub Capital Management LLC | 375 | $7.06K | 0.01% | +375 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 394 | $7.43K | 0.00% | +7+1.8% | Added |
| HM Payson & Co | 400 | $7.53K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 407 | $7.66K | 0.00% | +68+20.1% | Added |
| SWAN Capital LLC | 408 | $7.68K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 428 | $8.06K | 0.01% | +376+723.1% | Added |
| Financial Network Wealth Advisors LLC | 436 | $8.21K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 460 | $8.66K | 0.00% | +82+21.7% | Added |
| Centerpoint Advisors, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 445 | $9.17K | 0.00% | +445 | New |
| Atlantic Union Bankshares Corp | 500 | $9.41K | 0.00% | +500 | New |
| Beaird Harris Wealth Management, LLC | 500 | $9.41K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 500 | $9.41K | 0.00% | +500 | New |
| Legacy Investment Solutions, LLC | 500 | $9.41K | 0.00% | +500 | New |
| Legacy Wealth Managment, LLC | 500 | $9.41K | 0.00% | +500 | New |
| Evermay Wealth Management LLC | 500 | $9.76K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 550 | $10.4K | 0.01% | 00.0% | Unchanged |