| Focused Wealth Management, Inc | 64 | $0 | 0.00% | −5,000−98.7% | Reduced |
| Financial Connections Group, Inc. | 141 | $0 | 0.00% | −1,000−87.6% | Reduced |
| Financial Management Professionals, Inc. | 40 | $0 | 0.00% | −79−66.4% | Reduced |
| Compagnie Lombard Odier SCmA | 85 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 84 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 85 | $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 |
| Parkside Financial Bank & Trust | 29 | $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 |
| GPS Wealth Strategies Group, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 13 | $0 | 0.00% | −40−75.5% | Reduced |
| Baldrige Asset Management LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 160 | $0 | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 14 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 6 | $0 | 0.00% | +6 | New |
| GHP Investment Advisors, Inc. | 30 | $0 | 0.00% | +30 | New |
| First Command Advisory Services, Inc. | 11 | $0 | 0.00% | +11 | New |
| Americana Partners, LLC | 40,501 | $0 | 0.00% | +40,501 | New |
| McClarren Financial Advisors, Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 7 | $39 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 94 | $522 | 0.00% | +94 | New |
| Bartlett & Co. Wealth Management LLC | 119 | $650 | 0.00% | +119 | New |
| Baron Financial Group, LLC | 180 | $983 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $1.00K | 0.00% | −1,600−88.9% | Reduced |
| City State Bank | 100 | $1.00K | 0.00% | −1,000−90.9% | Reduced |
| Gemmer Asset Management LLC | 329 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 243 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 197 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 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 |
| Centerpoint Advisors, LLC | 95 | $1.00K | 0.00% | −47−33.1% | Reduced |
| 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 |
| 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 |
| CarsonAllaria Wealth Management, Ltd. | 115 | $1.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 107 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 119 | $1.00K | 0.00% | +119 | New |
| TD Private Client Wealth LLC | 323 | $1.76K | 0.00% | −76−19.0% | Reduced |
| Column Capital Advisors, LLC | 408 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 300 | $2.00K | 0.00% | −200−40.0% | Reduced |
| Professional Financial Advisors, LLC | 445 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 318 | $2.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 320 | $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 |
| Versant Capital Management, Inc | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 380 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 300 | $2.00K | 0.00% | +300 | New |
| Raffa Wealth Management, LLC | 491 | $2.68K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 462 | $3.00K | 0.00% | −422−47.7% | Reduced |
| Key Financial Inc | 591 | $3.00K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 546 | $3.00K | 0.00% | −5−0.9% | Reduced |
| CVA Family Office, 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 |
| Financial Perspectives, Inc | 725 | $3.96K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 792 | $4.00K | 0.00% | −738−48.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 800 | $4.00K | 0.00% | −100−11.1% | Reduced |
| Hantz Financial Services, Inc. | 771 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 730 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 756 | $4.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 751 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 800 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 688 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 800 | $4.00K | 0.00% | +800 | New |
| TCWP LLC | 900 | $4.00K | 0.00% | +900 | New |
| Brewin Dolphin Wealth Management Ltd | 1,003 | $5.00K | 0.00% | −3,997−79.9% | Reduced |
| Clearstead Advisors, LLC | 970 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 974 | $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 |
| TCI Wealth Advisors, Inc. | 911 | $5.00K | 0.00% | −105−10.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 910 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 922 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 938 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 909 | $5.00K | 0.00% | +505+125.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,013 | $6.00K | 0.00% | −510−33.5% | Reduced |
| MUFG Americas Holdings Corp | 1,136 | $6.00K | 0.00% | 00.0% | Unchanged |