| Lenox Wealth Advisors, LLC | 4 | $0 | 0.00% | −25−86.2% | Reduced |
| Atlas Private Wealth Advisors | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 8,528 | $100 | 0.00% | +8,428+8,428.0% | Added |
| WestEnd Advisors, LLC | – | $170 | 0.00% | – | New |
| HM Payson & Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Truvestments Capital LLC | 13 | $1.00K | 0.00% | +13 | New |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Pacifica Partners Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Versant Capital Management, Inc | 27 | $2.00K | 0.00% | −51−65.4% | Reduced |
| San Francisco Sentry Investment Group (Ca) | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Charter Oak Capital Management, LLC | 40 | $3.00K | 0.00% | −100−71.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 35 | $3.00K | 0.00% | −1−2.8% | Reduced |
| Winch Advisory Services, LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $3.00K | 0.00% | +27+385.7% | Added |
| Personal Wealth Partners | 36 | $3.00K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 42 | $3.58K | 0.00% | −1−2.3% | Reduced |
| First Manhattan Co | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 | $4.00K | 0.00% | +51 | New |
| Tradition Wealth Management, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Flagship Private Wealth, LLC | 58 | $4.67K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 54 | $5.00K | 0.00% | +26+92.9% | Added |
| Massmutual Trust Co FSB | 55 | $5.00K | 0.00% | +48+685.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 59 | $5.00K | 0.00% | +59 | New |
| JFS Wealth Advisors, LLC | 58 | $5.00K | 0.00% | +58 | New |
| CNB Bank | 75 | $6.00K | 0.00% | −375−83.3% | Reduced |
| Column Capital Advisors, LLC | 72 | $6.00K | 0.00% | −19−20.9% | Reduced |
| Providence Capital Advisors, LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 75 | $6.00K | 0.00% | +75 | New |
| Institutional & Family Asset Management, LLC | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 86 | $7.00K | 0.00% | +9+11.7% | Added |
| Farmers & Merchants Investments Inc | 97 | $8.00K | 0.00% | +9+10.2% | Added |
| Jones Financial Companies LLLP | 91 | $8.00K | 0.00% | +46+102.2% | Added |
| Red Door Wealth Management, LLC | 100 | $8.00K | 0.00% | +100 | New |
| Pacitti Group Inc. | 100 | $8.00K | 0.00% | +100 | New |
| Laurion Capital Management LP | 110 | $9.00K | 0.00% | −46,420−99.8% | Reduced |
| Country Trust Bank | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 108 | $9.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 107 | $9.00K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 107 | $9.00K | 0.00% | +75+234.4% | Added |
| Eubel Brady & Suttman Asset Management Inc | 100 | $9.00K | 0.00% | +100 | New |
| Parisi Gray Wealth Management | 100 | $9.00K | 0.00% | +100 | New |
| Vectors Research Management, LLC | 100 | $9.00K | 0.00% | +100 | New |
| Selective Wealth Management, Inc. | 100 | $9.00K | 0.01% | +100 | New |
| Lake Point Wealth Management | 100 | $9.00K | 0.00% | +100 | New |
| Sutton Wealth Advisors Inc. | 106 | $9.04K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 108 | $9.21K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 115 | $9.81K | 0.00% | −200−63.5% | Reduced |
| Tradewinds Capital Management, LLC | 113 | $10.0K | 0.00% | −32−22.1% | Reduced |
| First Horizon Corp | 125 | $10.0K | 0.00% | +11+9.6% | Added |
| Clearstead Advisors, LLC | 122 | $10.0K | 0.00% | +19+18.4% | Added |
| Wealth Quarterback LLC | 111 | $10.0K | 0.01% | +111 | New |
| Anchor Investment Management, LLC | 120 | $10.2K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 125 | $11.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 123 | $11.0K | 0.00% | +16+15.0% | Added |
| Carroll Financial Associates, Inc. | 150 | $12.0K | 0.00% | −244−61.9% | Reduced |
| Capital Advisors, Ltd. LLC | 138 | $12.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 135 | $12.0K | 0.01% | +135 | New |
| Sterling Investment Advisors, Ltd. | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 150 | $13.0K | 0.00% | +150 | New |
| Westside Investment Management, Inc. | 170 | $14.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 157 | $14.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 172 | $15.0K | 0.00% | −39−18.5% | Reduced |
| Pin Oak Investment Advisors Inc | 176 | $15.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 176 | $15.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 197 | $16.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 187 | $16.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 200 | $17.0K | 0.00% | −70−25.9% | Reduced |
| Front Row Advisors LLC | 216 | $17.0K | 0.01% | −9−4.0% | Reduced |
| Assetmark, Inc | 201 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 195 | $17.0K | 0.00% | 00.0% | Unchanged |