| Liberty Wealth Management LLC | 76 | $0 | 0.00% | −8,601−99.1% | Reduced |
| HM Payson & Co | 58 | $0 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $0 | 0.00% | −75−65.2% | Reduced |
| Bartlett & Co. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 85 | $0 | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 31 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 33 | $0 | 0.00% | −100−75.2% | Reduced |
| Vectors Research Management, LLC | 53 | $0 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 92 | $0 | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 74 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 30 | $0 | 0.00% | −6−16.7% | Reduced |
| Freedman Financial Associates, Inc. | 27 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $0 | 0.00% | +50 | New |
| Sterling Investment Advisors, Ltd. | 8 | $0 | 0.00% | +8 | New |
| Ford Financial Group, LLC | 20 | $0 | 0.00% | +20 | New |
| Baldrige Asset Management LLC | 20 | $0 | 0.00% | +20 | New |
| Strategic Blueprint, LLC | 49 | $0 | 0.00% | +49 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $11 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 75 | $399 | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 180 | $958 | 0.00% | −50−21.7% | Reduced |
| City Holding Co | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 231 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 156 | $1.00K | 0.00% | −1−0.6% | Reduced |
| Carolina Wealth Advisors, LLC | 243 | $1.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 254 | $1.00K | 0.00% | +1+0.4% | Added |
| Walled Lake Planning & Wealth Management, LLC | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 198 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 85 | $1.00K | 0.00% | −95−52.8% | Reduced |
| Salem Investment Counselors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 140 | $1.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 105 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 120 | $1.00K | 0.00% | +100+500.0% | Added |
| Ten Capital Wealth Advisors, LLC | 250 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 198 | $1.00K | 0.00% | +198 | New |
| Center for Financial Planning, Inc. | 190 | $1.00K | 0.00% | +190 | New |
| Alaethes Wealth LLC | 100 | $1.00K | 0.00% | +100 | New |
| Delos Wealth Advisors, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Brewin Dolphin Ltd | 330 | $1.76K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 400 | $2.00K | 0.00% | −19,000−97.9% | Reduced |
| Brown Brothers Harriman & Co | 318 | $2.00K | 0.00% | −932−74.6% | Reduced |
| Column Capital Advisors, LLC | 408 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 380 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 445 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 290 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 329 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 329 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 400 | $2.00K | 0.00% | +397+13,233.3% | Added |
| Kelly Financial Services LLC | 11,567 | $2.17K | 0.08% | +9,353+422.4% | Added |
| Raffa Wealth Management, LLC | 491 | $2.61K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 500 | $3.00K | 0.00% | −500−50.0% | Reduced |
| Atlas Private Wealth Advisors | 650 | $3.00K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 560 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 508 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 500 | $3.00K | 0.00% | +500 | New |
| Brendel Financial Advisors LLC | 500 | $3.00K | 0.00% | +500 | New |
| Flagship Private Wealth, LLC | 600 | $3.23K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 630 | $3.35K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 734 | $3.90K | 0.00% | −2,173−74.8% | Reduced |
| Ellevest, Inc. | 730 | $4.00K | 0.00% | +2+0.3% | Added |
| Key Financial Inc | 591 | $4.00K | 0.00% | −156−20.9% | Reduced |
| North Star Investment Management Corp. | 688 | $4.00K | 0.00% | +274+66.2% | Added |
| Johnson Midwest Financial, LLC | 785 | $4.00K | 0.00% | +701+834.5% | Added |
| Concord Wealth Partners | 727 | $4.00K | 0.00% | +726+72,600.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 751 | $4.00K | 0.00% | +751 | New |
| Hantz Financial Services, Inc. | 996 | $5.00K | 0.00% | −82,983−98.8% | Reduced |
| Sofos Investments, Inc. | 2,320 | $5.00K | 0.00% | +597+34.6% | Added |
| Clearstead Advisors, LLC | 900 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 1,021 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 971 | $5.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 910 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1,013 | $5.00K | 0.00% | 00.0% | Unchanged |