| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 1 | $154 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $309 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $309 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 2 | $309 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2 | $309 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2 | $309 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $309 | 0.00% | +1+100.0% | Added |
| Barrett & Company, Inc. | 2 | $309 | 0.00% | +2 | New |
| Investment Research & Advisory Group, Inc. | 3 | $463 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5 | $769 | 0.00% | +1+25.0% | Added |
| Sound Income Strategies, LLC | 5 | $771 | 0.00% | −1−16.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 7 | $1.08K | 0.00% | −62−89.9% | Reduced |
| Kelly Financial Services LLC | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 7 | $1.08K | 0.00% | −5−41.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8 | $1.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $1.24K | 0.00% | +3+60.0% | Added |
| Central Bank & Trust Co | 10 | $1.54K | 0.00% | +10 | New |
| Sugarloaf Wealth Management, LLC | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 11 | $1.70K | 0.00% | +11 | New |
| Activest Wealth Management | 11 | $1.70K | 0.00% | +11 | New |
| Silicon Valley Capital Partners | 12 | $1.84K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $2.00K | 0.00% | −14−51.9% | Reduced |
| City State Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Geneos Wealth Management Inc. | 13 | $2.01K | 0.00% | −148−91.9% | Reduced |
| RFP Financial Group LLC | 14 | $2.16K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 14 | $2.16K | 0.00% | −1−6.7% | Reduced |
| PayPay Securities Corp | 15 | $2.31K | 0.15% | −11−42.3% | Reduced |
| Buck Wealth Strategies, LLC | 15 | $2.31K | 0.00% | +15 | New |
| Baker Avenue Asset Management, LP | 16 | $2.47K | 0.00% | −3−15.8% | Reduced |
| Salem Investment Counselors Inc | 16 | $2.47K | 0.00% | +11+220.0% | Added |
| JNBA Financial Advisors | 17 | $2.62K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $2.78K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $2.78K | 0.00% | +4+28.6% | Added |
| Raffa Wealth Management, LLC | 19 | $2.93K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 21 | $3.24K | 0.00% | +21 | New |
| Stone House Investment Management, LLC | 21 | $3.24K | 0.00% | +21 | New |
| Riggs Asset Managment Co. Inc. | 21 | $3.24K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 22 | $3.40K | 0.00% | −30−57.7% | Reduced |
| BBJS Financial Advisors, LLC | 23 | $3.55K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 23 | $3.55K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 24 | $3.70K | 0.00% | −65−73.0% | Reduced |
| Macroview Investment Management LLC | 25 | $3.86K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 27 | $4.17K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 27 | $4.17K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 27 | $4.17K | 0.00% | +12+80.0% | Added |
| Blue Bell Private Wealth Management, LLC | 28 | $4.32K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 30 | $4.63K | 0.00% | −51−63.0% | Reduced |
| Abound Wealth Management | 30 | $4.63K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 30 | $4.63K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 33 | $5.09K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 33 | $5.09K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 35 | $5.40K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36 | $5.55K | 0.00% | +6+20.0% | Added |
| Cape Investment Advisory, Inc. | 37 | $5.71K | 0.00% | +37 | New |
| Washington Trust Co | 40 | $6.17K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 40 | $6.17K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 40 | $6.17K | 0.00% | +40 | New |
| Colonial Trust Co | 45 | $6.39K | 0.00% | +21+87.5% | Added |
| Park Place Capital Corp | 42 | $6.48K | 0.00% | +14+50.0% | Added |
| Strategic Investment Solutions, Inc. | 42 | $6.48K | 0.00% | +42 | New |
| Baystate Wealth Management LLC | 43 | $6.63K | 0.00% | +18+72.0% | Added |
| Bellevue Asset Management, LLC | 45 | $6.94K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 48 | $7.41K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 50 | $7.71K | 0.00% | +3+6.4% | Added |
| VitalStone Financial, LLC | 25 | $8.00K | 0.01% | −164−86.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 55 | $8.00K | 0.00% | +55 | New |
| Key Financial Inc | 52 | $8.02K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 54 | $8.33K | 0.01% | +7+14.9% | Added |
| TFC Financial Management | 57 | $8.81K | 0.00% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 58 | $8.95K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 60 | $9.26K | 0.00% | −17−22.1% | Reduced |
| Raleigh Capital Management Inc. | 62 | $9.57K | 0.00% | +28+82.4% | Added |
| FinTrust Capital Advisors, LLC | 69 | $9.90K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 67 | $10.3K | 0.00% | +4+6.3% | Added |
| Carmichael Hill & Associates, Inc. | 68 | $10.5K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 68 | $10.5K | 0.01% | +68 | New |
| Level Financial Advisors, Inc. | 70 | $10.8K | 0.01% | −45−39.1% | Reduced |
| Anchor Investment Management, LLC | 70 | $10.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 66 | $11.0K | 0.01% | +16+32.0% | Added |
| HighMark Wealth Management LLC | 75 | $11.6K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 75 | $11.6K | 0.01% | +75 | New |
| Bokf, NA | 77 | $11.9K | 0.00% | +77 | New |
| Hantz Financial Services, Inc. | 79 | $12.0K | 0.00% | +15+23.4% | Added |