| Parkside Financial Bank & Trust | 29 | $0 | 0.00% | −300−91.2% | Reduced |
| Central Trust Co | 39 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 6 | $0 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 58 | $0 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $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 |
| First Command Bank | 38 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 53 | $0 | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 27 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 11 | $0 | 0.00% | +11 | New |
| Cornerstone Advisory, LLC | 50 | $0 | 0.00% | +50 | New |
| Ford Financial Group, LLC | 20 | $0 | 0.00% | +20 | New |
| Aquire Wealth Advisors, LLC | 44 | $0 | 0.00% | +44 | New |
| Insight Financial Services | 160 | $0 | 0.00% | +160 | New |
| Emerson Wealth Management, LLC | 59 | $0 | 0.00% | +59 | New |
| BCR Wealth Strategies, LLC | 37 | $0 | 0.00% | +37 | New |
| Quent Capital, LLC | 26 | $0 | 0.00% | +26 | New |
| Mystic Asset Management, Inc. | 9 | $0 | 0.00% | +9 | New |
| PFS Partners, LLC | 7 | $44 | 0.00% | +7 | New |
| Delta Asset Management LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 231 | $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 |
| Savior LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 92 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 198 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 119 | $1.00K | 0.00% | +79+197.5% | Added |
| Compagnie Lombard Odier SCmA | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 84 | $1.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 197 | $1.00K | 0.00% | +197 | New |
| Cambridge Trust Co | 200 | $1.00K | 0.00% | +200 | New |
| Centerpoint Advisors, LLC | 142 | $1.00K | 0.00% | +142 | New |
| CarsonAllaria Wealth Management, Ltd. | 115 | $1.00K | 0.00% | +115 | New |
| James Reed Financial Services, Inc. | 272 | $1.00K | 0.00% | +272 | New |
| Bivin & Associates, Inc. | 200 | $1.00K | 0.00% | +200 | New |
| FSC Wealth Advisors, LLC | 107 | $1.00K | 0.00% | +107 | New |
| Baron Financial Group, LLC | 180 | $1.12K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 318 | $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 |
| Gemmer Asset Management LLC | 329 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 380 | $2.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 320 | $2.00K | 0.00% | +120+60.0% | Added |
| Carolina Wealth Advisors, LLC | 243 | $2.00K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 411 | $2.00K | 0.00% | +411 | New |
| Cassady Schiller Wealth Management, LLC | 248 | $2.00K | 0.00% | +248 | New |
| TD Private Client Wealth LLC | 399 | $2.48K | 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 |
| Moisand Fitzgerald Tamayo, LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 508 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 534 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 470 | $3.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 408 | $3.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 445 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 501 | $3.00K | 0.00% | +500+50,000.0% | Added |
| Wagner Wealth Management, LLC | 550 | $3.00K | 0.00% | +550 | New |
| Front Row Advisors LLC | 551 | $3.00K | 0.00% | +551 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 404 | $3.00K | 0.00% | +404 | New |
| Raffa Wealth Management, LLC | 491 | $3.05K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 688 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 630 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 591 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 725 | $4.51K | 0.00% | −9−1.2% | Reduced |
| Hantz Financial Services, Inc. | 771 | $5.00K | 0.00% | −150−16.3% | Reduced |
| Ellevest, Inc. | 730 | $5.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 751 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 756 | $5.00K | 0.00% | +574+315.4% | Added |
| JFS Wealth Advisors, LLC | 883 | $5.00K | 0.00% | +883 | New |
| EverSource Wealth Advisors, LLC | 795 | $5.00K | 0.00% | +795 | New |
| Concord Wealth Partners | 884 | $5.00K | 0.00% | +884 | New |
| Sandbox Financial Partners, LLC | 20,000 | $5.00K | 0.00% | +20,000 | New |
| Amplius Wealth Advisors, LLC | 938 | $5.00K | 0.00% | +938 | New |
| Tyler-Stone Wealth Management | 800 | $5.00K | 0.00% | +800 | New |
| Newbridge Financial Services Group, Inc. | 1,000 | $6.00K | 0.00% | −14,000−93.3% | Reduced |
| Farmers & Merchants Investments Inc | 1,021 | $6.00K | 0.00% | 00.0% | Unchanged |