| Clearstead Advisors, LLC | 6 | $0 | 0.00% | −500−98.8% | Reduced |
| Heritage Wealth Advisors | 8 | $0 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 24 | $0 | 0.00% | +24 | New |
| Mach-1 Financial Group, Inc. | 28 | $0 | 0.00% | +28 | New |
| Curi Capital | 9 | $0 | 0.00% | +9 | New |
| Schubert & Co | 23 | $0 | 0.00% | +23 | New |
| Sandy Cove Advisors, LLC | 12 | $0 | 0.00% | +12 | New |
| Beaird Harris Wealth Management, LLC | 26 | $0 | 0.00% | +26 | New |
| Covestor Ltd | 13 | $0 | 0.00% | +13 | New |
| Tilia Fiduciary Partners, Inc. | 12 | $0 | 0.00% | +12 | New |
| James Reed Financial Services, Inc. | 17 | $0 | 0.00% | +17 | New |
| Carroll Investors, Inc | 24 | $0 | 0.00% | +24 | New |
| WestEnd Advisors, LLC | 2 | $36 | 0.00% | – | – |
| Stephens Consulting, LLC | 2 | $36 | 0.00% | +2 | New |
| PFS Partners, LLC | 8 | $145 | 0.00% | +8 | New |
| Halpern Financial, Inc. | 40 | $722 | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 40 | $1.00K | 0.00% | −1,000−96.2% | Reduced |
| Brown Brothers Harriman & Co | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 40 | $1.00K | 0.00% | −18−31.0% | Reduced |
| Sound Income Strategies, LLC | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 53 | $1.00K | 0.00% | +53 | New |
| Widmann Financial Services, Inc. | 80 | $1.00K | 0.00% | +80 | New |
| McCarthy Grittinger Financial Group, LLC | 60 | $1.08K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 89 | $1.61K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 104 | $2.00K | 0.00% | −2,013−95.1% | Reduced |
| Smithfield Trust Co | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 103 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 95 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 135 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 106 | $2.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 120 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 105 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 120 | $2.00K | 0.00% | +120 | New |
| Harvest Group Wealth Management, LLC | 99 | $2.00K | 0.00% | +99 | New |
| Amplius Wealth Advisors, LLC | 141 | $2.00K | 0.00% | +141 | New |
| City State Bank | 116 | $2.00K | 0.00% | +116 | New |
| Quent Capital, LLC | 113 | $2.00K | 0.00% | +113 | New |
| Financial Perspectives, Inc | 130 | $2.35K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 175 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 189 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 140 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 139 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 178 | $3.21K | 0.00% | −2−1.1% | Reduced |
| Endurance Wealth Management, Inc. | 219 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 241 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 238 | $4.00K | 0.00% | +37+18.4% | Added |
| Cordasco Financial Network | 225 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 219 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 212 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 222 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 209 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 205 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $4.00K | 0.00% | +100+100.0% | Added |
| Surevest, LLC | 207 | $4.00K | 0.00% | +207 | New |
| AdvisorNet Financial, Inc | 304 | $5.00K | 0.00% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 281 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 297 | $5.00K | 0.00% | −41−12.1% | Reduced |
| Northwest Investment Counselors, LLC | 300 | $5.00K | 0.00% | +300 | New |
| Glen Eagle Advisors, LLC | 335 | $6.04K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 414 | $7.00K | 0.00% | −1,490−78.3% | Reduced |
| IFP Advisors, Inc | 400 | $7.00K | 0.00% | −3−0.7% | Reduced |
| FinTrust Capital Advisors, LLC | 402 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 402 | $7.00K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 402 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 370 | $7.00K | 0.00% | +350+1,750.0% | Added |
| Ahrens Investment Partners LLC | 400 | $7.00K | 0.00% | +400 | New |
| Providence Capital Advisors, LLC | 400 | $7.00K | 0.00% | +400 | New |
| Bivin & Associates, Inc. | 400 | $7.00K | 0.01% | +400 | New |
| Winch Advisory Services, LLC | 440 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 465 | $8.00K | 0.00% | 00.0% | Unchanged |
| FAI Wealth Management | 482 | $8.00K | 0.01% | +241+100.0% | Added |