| Front Row Advisors LLC | 4 | $0 | 0.00% | −164−97.6% | Reduced |
| Asset Dedication, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 0 | $1 | 0.00% | −13−100.0% | Reduced |
| Eagle Bay Advisors LLC | 1 | $29 | 0.00% | −444−99.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3 | $94 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4 | $114 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $114 | 0.00% | −9−69.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 4 | $114 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $142 | 0.00% | −40−88.9% | Reduced |
| Bogart Wealth, LLC | 5 | $143 | 0.00% | +5 | New |
| Beacon Capital Management, LLC | 6 | $172 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 9 | $257 | 0.00% | −76−89.4% | Reduced |
| Optimum Investment Advisors | 10 | $286 | 0.00% | −75−88.2% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $286 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 10 | $286 | 0.00% | +10 | New |
| My Personal CFO, LLC | 10 | $286 | 0.00% | +10 | New |
| Rosenberg Matthew Hamilton | 11 | $314 | 0.00% | +11 | New |
| RFP Financial Group LLC | 11 | $314 | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 13 | $372 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $372 | 0.00% | +6+85.7% | Added |
| TD Private Client Wealth LLC | 13 | $372 | 0.00% | +13 | New |
| HHM Wealth Advisors, LLC | 16 | $457 | 0.00% | +16 | New |
| Carolinas Wealth Consulting LLC | 21 | $600 | 0.00% | +21 | New |
| Baker Avenue Asset Management, LP | 24 | $686 | 0.00% | +24 | New |
| MinichMacGregor Wealth Management, LLC | 25 | $714 | 0.00% | +25 | New |
| Truvestments Capital LLC | 25 | $715 | 0.00% | +25 | New |
| Cullen/Frost Bankers, Inc. | 26 | $743 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 30 | $857 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 33 | $943 | 0.00% | −25−43.1% | Reduced |
| Lazard Asset Management LLC | 57 | $1.00K | 0.00% | −200−77.8% | Reduced |
| Massmutual Trust Co FSB | 48 | $1.00K | 0.00% | −17−26.2% | Reduced |
| Valley National Advisers Inc | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $1.00K | 0.00% | +7+50.0% | Added |
| Jones Financial Companies LLLP | 28 | $1.00K | 0.00% | +28 | New |
| Baystate Wealth Management LLC | 27 | $1.00K | 0.00% | +27 | New |
| Johnson Midwest Financial, LLC | 28 | $1.00K | 0.00% | +28 | New |
| VitalStone Financial, LLC | 50 | $1.00K | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 35 | $1.00K | 0.00% | −20−36.4% | Reduced |
| Core Alternative Capital | 41 | $1.17K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 42 | $1.20K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $1.26K | 0.00% | −456−91.2% | Reduced |
| Farther Finance Advisors, LLC | 46 | $1.31K | 0.00% | +46 | New |
| Fifth Third Bancorp | 48 | $1.37K | 0.00% | −1−2.0% | Reduced |
| Atticus Wealth Management, LLC | 48 | $1.37K | 0.00% | +48 | New |
| PayPay Securities Corp | 57 | $1.63K | 0.11% | +57 | New |
| NVWM, LLC | 58 | $1.66K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 60 | $1.72K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 60 | $1.72K | 0.00% | +60 | New |
| SOA Wealth Advisors, LLC. | 66 | $1.89K | 0.00% | −16−19.5% | Reduced |
| CKW Financial Group | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 75 | $2.14K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 79 | $2.26K | 0.00% | +79 | New |
| Larson Financial Group LLC | 81 | $2.32K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 86 | $2.46K | 0.00% | −785−90.1% | Reduced |
| Brown Brothers Harriman & Co | 91 | $2.60K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 92 | $2.63K | 0.00% | +92 | New |
| Global Retirement Partners, LLC | 93 | $2.66K | 0.00% | −6−6.1% | Reduced |
| Orion Capital Management LLC | 100 | $2.86K | 0.00% | −180−64.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 134 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 109 | $3.00K | 0.00% | +109 | New |
| Earnest Partners LLC | 110 | $3.15K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 111 | $3.17K | 0.00% | −6−5.1% | Reduced |
| Institutional & Family Asset Management, LLC | 112 | $3.20K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 124 | $3.54K | 0.00% | −7,369−98.3% | Reduced |
| Addison Advisors LLC | 125 | $3.57K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 125 | $3.57K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 139 | $3.97K | 0.00% | +139 | New |
| Private Trust Co NA | 142 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 160 | $4.57K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 168 | $4.80K | 0.00% | +168 | New |
| Washington Trust Co | 172 | $4.92K | 0.00% | +45+35.4% | Added |
| TCI Wealth Advisors, Inc. | 181 | $5.17K | 0.00% | −311−63.2% | Reduced |
| Glassman Wealth Services | 198 | $5.66K | 0.00% | +25+14.5% | Added |
| North Star Investment Management Corp. | 205 | $5.86K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 220 | $6.29K | 0.00% | +210+2,100.0% | Added |
| Credit Agricole S A | 228 | $6.52K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 223 | $6.94K | 0.00% | +223 | New |
| Allworth Financial LP | 266 | $7.61K | 0.00% | +175+192.3% | Added |
| Bell Investment Advisors, Inc | 271 | $7.75K | 0.00% | +177+188.3% | Added |
| TSFG, LLC | 264 | $8.00K | 0.00% | −68−20.5% | Reduced |
| Tradewinds Capital Management, LLC | 285 | $8.15K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 298 | $8.52K | 0.00% | −148−33.2% | Reduced |
| Trustcore Financial Services, LLC | 300 | $8.58K | 0.00% | −50−14.3% | Reduced |
| Oakworth Capital, Inc. | 300 | $8.58K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 300 | $9.00K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 316 | $9.03K | 0.01% | −332−51.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 327 | $9.35K | 0.00% | +327 | New |
| Washington Trust Advisors, Inc. | 330 | $9.44K | 0.00% | −40−10.8% | Reduced |
| Sandy Spring Bank | 346 | $9.89K | 0.00% | −100−22.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 350 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 350 | $10.0K | 0.01% | +350 | New |
| Cornerstone Planning Group LLC | 372 | $10.8K | 0.00% | +372 | New |
| Parkside Financial Bank & Trust | 381 | $10.9K | 0.00% | −12−3.1% | Reduced |
