| Salem Investment Counselors Inc | 8 | $0 | 0.00% | −10,435−99.9% | Reduced |
| Core Wealth Advisors, Inc. | 10 | $0 | 0.00% | −295−96.7% | Reduced |
| Lee Financial Co | 10 | $0 | 0.00% | −57−85.1% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $0 | 0.00% | +8+160.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 3 | $0 | 0.00% | +2+200.0% | Added |
| Zullo Investment Group, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $0 | 0.00% | +15 | New |
| Selective Wealth Management, Inc. | 23 | $0 | 0.00% | +23 | New |
| Joseph P. Lucia & Associates, LLC | 25 | $0 | 0.00% | +25 | New |
| Disciplined Investments, LLC | 4 | $0 | 0.00% | +4 | New |
| Cordant, Inc. | 4 | $0 | 0.00% | +4 | New |
| Tucker Asset Management LLC | 4 | $55 | 0.00% | −200−98.0% | Reduced |
| Laffer Tengler Investments | 40 | $549 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 45 | $1.00K | 0.00% | −300−87.0% | Reduced |
| Cambridge Trust Co | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 49 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 37 | $1.00K | 0.00% | +7+23.3% | Added |
| Pflug Koory, LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $1.00K | 0.00% | +100 | New |
| DeDora Capital, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 100 | $1.37K | 0.00% | −175−63.6% | Reduced |
| Sutton Wealth Advisors Inc. | 102 | $1.40K | 0.00% | −8−7.3% | Reduced |
| Raffa Wealth Management, LLC | 111 | $1.52K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 133 | $1.83K | 0.00% | +133 | New |
| SJS Investment Consulting Inc. | 122 | $2.00K | 0.00% | −5,500−97.8% | Reduced |
| First Horizon Advisors, Inc. | 173 | $2.00K | 0.00% | −2,560−93.7% | Reduced |
| South State Corp. | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 170 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 172 | $2.00K | 0.00% | +17+11.0% | Added |
| Rise Advisors, LLC | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 127 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 150 | $2.00K | 0.00% | +50+50.0% | Added |
| Tarbox Family Office, Inc. | 165 | $2.00K | 0.00% | +102+161.9% | Added |
| McCarthy Asset Management, Inc. | 170 | $2.00K | 0.00% | +150+750.0% | Added |
| Heritage Wealth Management, LLC | 150 | $2.00K | 0.00% | +150 | New |
| Paladin Advisory Group, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Lansing Street Advisors | 129 | $2.00K | 0.00% | +129 | New |
| Atlas Capital Advisors LLC | 150 | $2.06K | 0.00% | −4,111−96.5% | Reduced |
| Kelly Financial Services LLC | 200 | $2.75K | 0.00% | −420−67.7% | Reduced |
| Fieldpoint Private Securities, LLC | 227 | $3.00K | 0.00% | −230−50.3% | Reduced |
| Gemmer Asset Management LLC | 250 | $3.00K | 0.00% | −50−16.7% | Reduced |
| Solstein Capital, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 240 | $3.00K | 0.00% | −42−14.9% | Reduced |
| Mizuho Securities Co. Ltd. | 224 | $3.00K | 0.00% | +1+0.4% | Added |
| Kessler Investment Group, LLC | 212 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 193 | $3.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 246 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 202 | $3.00K | 0.00% | +202 | New |
| CVA Family Office, LLC | 230 | $3.00K | 0.00% | +230 | New |
| CFS Investment Advisory Services, LLC | 47,355 | $3.00K | 0.01% | +47,355 | New |
| WR Wealth Planners, LLC | 240 | $3.29K | 0.00% | +240 | New |
| Fairfield Financial Advisors, LTD | 250 | $3.43K | 0.00% | +250 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 307 | $4.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 276 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 325 | $4.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 303 | $4.00K | 0.00% | +303 | New |
| TCWP LLC | 340 | $4.00K | 0.00% | +340 | New |
| Dravo Bay LLC | 352 | $4.83K | 0.00% | +352 | New |
| JNBA Financial Advisors | 388 | $5.00K | 0.00% | −17−4.2% | Reduced |
| Atticus Wealth Management, LLC | 334 | $5.00K | 0.00% | −27−7.5% | Reduced |
| Sittner & Nelson, LLC | 350 | $5.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 360 | $5.00K | 0.00% | +100+38.5% | Added |
| Curi Capital | 382 | $5.00K | 0.00% | +110+40.4% | Added |
| Carolinas Wealth Consulting LLC | 418 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 420 | $6.00K | 0.00% | +50+13.5% | Added |
| Meeder Asset Management Inc | 419 | $6.00K | 0.00% | +119+39.7% | Added |
| Bedel Financial Consulting, Inc. | 450 | $6.00K | 0.00% | +350+350.0% | Added |
| Lloyd Advisory Services, LLC. | 466 | $6.00K | 0.00% | +466 | New |
| Stephens Consulting, LLC | 500 | $6.87K | 0.01% | −593−54.3% | Reduced |
| Investors Research Corp | 506 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 478 | $7.00K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 493 | $7.00K | 0.00% | +219+79.9% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 480 | $7.00K | 0.00% | +230+92.0% | Added |
| Tompkins Financial Corp | 500 | $7.00K | 0.00% | +500 | New |
| Beacon Capital Management, LLC | 520 | $7.00K | 0.00% | +520 | New |
| Man Group plc | 613 | $8.00K | 0.00% | −7,544−92.5% | Reduced |
| Tradewinds Capital Management, LLC | 560 | $8.00K | 0.00% | 00.0% | Unchanged |