| First Horizon Advisors, Inc. | 3 | $0 | 0.00% | −262−98.9% | Reduced |
| BDO Wealth Advisors, LLC | 4 | $0 | 0.00% | −6−60.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Cribstone Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Retirement Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Kelly Financial Services LLC | 4 | $479 | 0.00% | −30−88.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 6 | $1.00K | 0.00% | −110−94.8% | Reduced |
| Parkside Financial Bank & Trust | 5 | $1.00K | 0.00% | −23−82.1% | Reduced |
| SJS Investment Consulting Inc. | 7 | $1.00K | 0.00% | −6−46.2% | Reduced |
| Rise Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| C M Bidwell & Associates Ltd | 8 | $1.00K | 0.00% | +8 | New |
| TCI Wealth Advisors, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Liberty One Investment Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Stephens Consulting, LLC | 11 | $1.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.44K | 0.00% | +8+200.0% | Added |
| Financial Management Professionals, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 16 | $2.00K | 0.00% | +10+166.7% | Added |
| Central Trust Co | 15 | $2.00K | 0.00% | +15 | New |
| Clearview Wealth Advisors LLC | 20 | $2.00K | 0.00% | +20 | New |
| Beacon Capital Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Rockbridge Investment Management, LCC | 20 | $2.42K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 25 | $3.00K | 0.00% | −30−54.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 29 | $3.00K | 0.00% | −3−9.4% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 35 | $4.00K | 0.00% | +9+34.6% | Added |
| Asset Dedication, LLC | 34 | $4.00K | 0.00% | +6+21.4% | Added |
| EverSource Wealth Advisors, LLC | 36 | $5.00K | 0.00% | −459−92.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 40 | $5.00K | 0.00% | +40 | New |
| Huntington National Bank | 53 | $6.00K | 0.00% | +2+3.9% | Added |
| Sargent Bickham Lagudis LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 59 | $7.07K | 0.00% | −328−84.8% | Reduced |
| Bank of New Hampshire | 65 | $8.00K | 0.00% | +65 | New |
| First Manhattan Co | 83 | $9.00K | 0.00% | −150−64.4% | Reduced |
| Monolith Advisors | 41 | $9.00K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 77 | $9.00K | 0.01% | +66+600.0% | Added |
| Tradewinds Capital Management, LLC | 85 | $10.0K | 0.00% | +10+13.3% | Added |
| Clearstead Advisors, LLC | 88 | $11.0K | 0.00% | −67−43.2% | Reduced |
| Ogorek Anthony Joseph | 99 | $11.0K | 0.00% | +30+43.5% | Added |
| Glassman Wealth Services | 96 | $11.0K | 0.00% | +77+405.3% | Added |
| Benjamin Edwards Inc | 93 | $11.0K | 0.00% | +93 | New |
| Bogart Wealth, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 107 | $13.0K | 0.00% | −21−16.4% | Reduced |
| Wolff Wiese Magana LLC | 108 | $13.0K | 0.01% | +39+56.5% | Added |
| JJJ Advisors Inc. | 112 | $13.0K | 0.00% | +112 | New |
| Larson Financial Group LLC | 117 | $14.0K | 0.00% | +44+60.3% | Added |
| HHM Wealth Advisors, LLC | 115 | $14.0K | 0.00% | +59+105.4% | Added |
| Newbridge Financial Services Group, Inc. | 121 | $14.0K | 0.01% | +113+1,412.5% | Added |
| Spire Wealth Management | 126 | $15.0K | 0.00% | −29,110−99.6% | Reduced |
| Sandy Spring Bank | 129 | $15.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 128 | $15.0K | 0.00% | +79+161.2% | Added |
| JFS Wealth Advisors, LLC | 146 | $17.0K | 0.00% | −48−24.7% | Reduced |
| SOA Wealth Advisors, LLC. | 150 | $17.0K | 0.00% | +150 | New |
| Toth Financial Advisory Corp | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 149 | $18.0K | 0.00% | +149 | New |
| EMC Capital Management | 165 | $20.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 176 | $21.0K | 0.00% | +52+41.9% | Added |
| TCWP LLC | 178 | $21.0K | 0.00% | +178 | New |
| Steward Financial Group LLC | 184 | $22.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 191 | $23.0K | 0.01% | −48−20.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 191 | $23.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 200 | $24.0K | 0.01% | +50+33.3% | Added |
| Concord Wealth Partners | 238 | $29.0K | 0.01% | −253−51.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 251 | $30.0K | 0.00% | −3−1.2% | Reduced |
| Allworth Financial LP | 250 | $30.0K | 0.00% | +250 | New |
| AdvisorNet Financial, Inc | 275 | $33.0K | 0.00% | −20−6.8% | Reduced |
| Washington Trust Advisors, Inc. | 285 | $34.0K | 0.00% | +79+38.3% | Added |
| CIBC Private Wealth Group, LLC | 292 | $35.0K | 0.00% | +292 | New |
| Ancora Advisors, LLC | 300 | $36.0K | 0.00% | +58+24.0% | Added |
| Global Retirement Partners, LLC | 527 | $38.0K | 0.00% | +527 | New |
| Brewin Dolphin Wealth Management Ltd | 318 | $38.0K | 0.00% | +318 | New |
| Tradition Wealth Management, LLC | 369 | $44.0K | 0.01% | +317+609.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 376 | $45.0K | 0.00% | −5−1.3% | Reduced |
| San Luis Wealth Advisors LLC | 201 | $45.0K | 0.02% | +201 | New |
| Desjardins Global Asset Management Inc. | 412 | $49.0K | 0.00% | +412 | New |
| Manchester Capital Management LLC | 419 | $50.0K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 437 | $50.8K | 0.02% | −3,467−88.8% | Reduced |
| McIlrath & Eck, LLC | 488 | $58.0K | 0.02% | +256+110.3% | Added |
| Pinebridge Investments, L.P. | 524 | $63.0K | 0.00% | −376−41.8% | Reduced |
| Brewin Dolphin Ltd | 528 | $63.0K | 0.00% | −310−37.0% | Reduced |
| IFP Advisors, Inc | 1,764 | $63.0K | 0.00% | +1,657+1,548.6% | Added |
| Laffer Tengler Investments | 549 | $65.8K | 0.02% | +549 | New |
| Pinnacle Holdings, LLC | 570 | $68.3K | 0.03% | +570 | New |
