| Strategic Investment Solutions, Inc. | 23,696 | $0 | 0.00% | +22,696+2,269.6% | Added |
| Hantz Financial Services, Inc. | 220 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 200 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $0 | 0.00% | −200−66.7% | Reduced |
| Coston, McIsaac & Partners | 137 | $0 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1 | $2 | 0.00% | −99−99.0% | Reduced |
| TD Private Client Wealth LLC | 1 | $2 | 0.00% | +1 | New |
| HHM Wealth Advisors, LLC | 1 | $3 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $3 | 0.00% | +1 | New |
| Global Trust Asset Management, LLC | 2 | $5 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 5 | $11 | 0.00% | +5 | New |
| Nvest Wealth Strategies, Inc. | 5 | $12 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 9 | $21 | 0.00% | 00.0% | Unchanged |
| Trust Co | 10 | $23 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $23 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 15 | $34 | 0.00% | +15 | New |
| DHJJ Financial Advisors, Ltd. | 16 | $37 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 20 | $45 | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 24 | $55 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 35 | $79 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 38 | $86 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $113 | 0.00% | +48+2,400.0% | Added |
| Hilton Head Capital Partners, LLC | 50 | $113 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 50 | $113 | 0.00% | +50 | New |
| Atlantic Union Bankshares Corp | 55 | $125 | 0.00% | −1−1.8% | Reduced |
| MTM Investment Management, LLC | 63 | $142 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 49 | $149 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $151 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 70 | $158 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 70 | $158 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 73 | $165 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 74 | $167 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 75 | $170 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 82 | $186 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 89 | $201 | 0.00% | +89 | New |
| MCF Advisors LLC | 90 | $204 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 91 | $206 | 0.00% | +19+26.4% | Added |
| Fairscale Capital, LLC | 92 | $208 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 92 | $208 | 0.00% | +32+53.3% | Added |
| Clearstead Advisors, LLC | 100 | $226 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 100 | $226 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $226 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 100 | $226 | 0.00% | +100 | New |
| Plante Moran Financial Advisors, LLC | 100 | $226 | 0.00% | +100 | New |
| POM Investment Strategies, LLC | 100 | $226 | 0.00% | +100 | New |
| BNP Paribas | 120 | $271 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 125 | $283 | 0.00% | +80+177.8% | Added |
| Armstrong Advisory Group, Inc | 128 | $290 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 133 | $301 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $332 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 150 | $339 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 150 | $339 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 150 | $339 | 0.00% | +150 | New |
| RMG Wealth Management LLC | 100 | $352 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 156 | $353 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 159 | $359 | 0.00% | +59+59.0% | Added |
| WPG Advisers, LLC | 190 | $429 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 191 | $432 | 0.00% | −475−71.3% | Reduced |
| Larson Financial Group LLC | 200 | $452 | 0.00% | −200−50.0% | Reduced |
| Hager Investment Management Services, LLC | 200 | $452 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 200 | $452 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 216 | $488 | 0.00% | −22−9.2% | Reduced |
| Bell Investment Advisors, Inc | 217 | $491 | 0.00% | +217 | New |
| Gen-Wealth Partners Inc | 235 | $531 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 245 | $554 | 0.00% | +65+36.1% | Added |
| Keating Financial Advisory Services, Inc. | 250 | $565 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 250 | $565 | 0.00% | +250 | New |
| Creative Financial Designs Inc | 260 | $588 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 265 | $596 | 0.00% | −37−12.3% | Reduced |
| Umb Bank N A | 300 | $678 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 300 | $678 | 0.00% | +300 | New |
| Synergy Investment Management, LLC | 315 | $712 | 0.00% | +315 | New |
| Bryn Mawr Trust Co | 350 | $791 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 358 | $809 | 0.00% | +358 | New |
| BFSG, LLC | 382 | $864 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 399 | $902 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 400 | $904 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 413 | $933 | 0.00% | +148+55.8% | Added |
| TD Waterhouse Canada Inc. | 422 | $943 | 0.00% | −29−6.4% | Reduced |
| Avion Wealth | 500 | $1.00K | 0.00% | −500−50.0% | Reduced |
| Parkside Financial Bank & Trust | 465 | $1.05K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 490 | $1.11K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $1.13K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 500 | $1.13K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 500 | $1.13K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 550 | $1.24K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 588 | $1.33K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 650 | $1.47K | 0.00% | +650 | New |
| Sound Income Strategies, LLC | 683 | $1.54K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 510 | $1.69K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 821 | $1.72K | 0.00% | +600+271.5% | Added |
| Spire Wealth Management | 800 | $1.81K | 0.00% | +500+166.7% | Added |
| Golden State Wealth Management, LLC | 831 | $1.88K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 844 | $1.91K | 0.00% | −321−27.6% | Reduced |
| Fortitude Family Office, LLC | 845 | $1.91K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 1,000 | $2.25K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 1,185 | $2.68K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,209 | $2.73K | 0.00% | −1,796−59.8% | Reduced |
| PlanVest Financial, Inc | 1,329 | $3.00K | 0.00% | +1,329 | New |
| Adirondack Trust Co | 1,500 | $3.38K | 0.00% | 00.0% | Unchanged |