| Sterling Investment Advisors, Ltd. | 17 | $0 | 0.00% | −155−90.1% | Reduced |
| Massmutual Trust Co FSB | 17 | $0 | 0.00% | −32−65.3% | Reduced |
| St. Johns Investment Management Company, LLC | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 34 | $0 | 0.00% | −3−8.1% | Reduced |
| Lake Point Wealth Management | 50 | $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 |
| Lee Financial Co | 10 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $0 | 0.00% | −12−92.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 98 | $0 | 0.00% | +90+1,125.0% | Added |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 49 | $0 | 0.00% | +34+226.7% | Added |
| Horan Securities, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Schubert & Co | 51 | $0 | 0.00% | +48+1,600.0% | Added |
| Zullo Investment Group, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 2 | $0 | 0.00% | +2 | New |
| EverSource Wealth Advisors, LLC | 50 | $0 | 0.00% | +50 | New |
| PrairieView Partners, LLC | 9 | $0 | 0.00% | +9 | New |
| Versant Capital Management, Inc | 29 | $0 | 0.00% | +29 | New |
| WFA of San Diego, LLC | 39 | $0 | 0.00% | +39 | New |
| Level Financial Advisors, Inc. | 25 | $0 | 0.00% | +25 | New |
| Steward Financial Group LLC | 4 | $0 | 0.00% | +4 | New |
| Tucker Asset Management LLC | 4 | $36 | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 40 | $362 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 100 | $907 | 0.00% | +100 | New |
| Sutton Wealth Advisors Inc. | 103 | $934 | 0.00% | +1+1.0% | Added |
| Concord Wealth Partners | 100 | $1.00K | 0.00% | −3,441−97.2% | Reduced |
| Column Capital Advisors, LLC | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 127 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 160 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 129 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 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 |
| HBC Financial Services, PLLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 144 | $1.00K | 0.00% | +144 | New |
| Bangor Savings Bank | 155 | $1.00K | 0.00% | +155 | New |
| Raffa Wealth Management, LLC | 111 | $1.01K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 150 | $1.36K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 150 | $1.36K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $1.81K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 182 | $2.00K | 0.00% | −200−52.4% | Reduced |
| Hantz Financial Services, Inc. | 202 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 212 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 250 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 240 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 246 | $2.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Strengthening Families & Communities, LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 237 | $2.00K | 0.00% | +209+746.4% | Added |
| Assetmark, Inc | 175 | $2.00K | 0.00% | +175 | New |
| Capital Advisors, Ltd. LLC | 180 | $2.00K | 0.00% | +180 | New |
| Moisand Fitzgerald Tamayo, LLC | 230 | $2.00K | 0.00% | +230 | New |
| HighMark Wealth Management LLC | 250 | $2.00K | 0.00% | +250 | New |
| WR Wealth Planners, LLC | 240 | $2.18K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 250 | $2.27K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 251 | $2.28K | 0.00% | +118+88.7% | Added |
| Tradewinds Capital Management, LLC | 385 | $3.00K | 0.00% | −175−31.3% | Reduced |
| Atticus Wealth Management, LLC | 334 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 350 | $3.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 360 | $3.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 303 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 276 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 293 | $3.00K | 0.00% | +100+51.8% | Added |
| Glen Eagle Advisors, LLC | 405 | $3.67K | 0.00% | +305+305.0% | Added |
| Parkside Financial Bank & Trust | 441 | $4.00K | 0.00% | −52−10.5% | Reduced |
| Bogart Wealth, LLC | 470 | $4.00K | 0.00% | +50+11.9% | Added |
| Carolinas Wealth Consulting LLC | 418 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 388 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 224 | $4.00K | 0.00% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 390 | $4.00K | 0.01% | +390 | New |
| Bell Investment Advisors, Inc | 461 | $4.00K | 0.00% | +461 | New |
| Stephens Consulting, LLC | 500 | $4.54K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 525 | $5.00K | 0.00% | −5,040−90.6% | Reduced |
| FinTrust Capital Advisors, LLC | 512 | $5.00K | 0.00% | −400−43.9% | Reduced |
| Tompkins Financial Corp | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 506 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 478 | $5.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 570 | $5.00K | 0.00% | +570 | New |
| Estabrook Capital Management | 650 | $5.90K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 700 | $6.00K | 0.00% | −3,600−83.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 655 | $6.00K | 0.00% | −1,554−70.3% | Reduced |
| Bessemer Group Inc | 712 | $6.00K | 0.00% | −1,307−64.7% | Reduced |
| Park Circle Co | 700 | $6.00K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 676 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 689 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 686 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 749 | $6.00K | 0.01% | +50+7.2% | Added |
| Castle Wealth Management LLC | 651 | $6.00K | 0.00% | +651 | New |