| Coston, McIsaac & Partners | 36 | $0 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 1 | $7 | 0.00% | +1 | New |
| Nemes Rush Group LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $14 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $15 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $21 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $29 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 5 | $36 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 6 | $43 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $50 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 8 | $57 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 9 | $65 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $71 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $71 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10 | $71 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 11 | $79 | 0.00% | +11 | New |
| West Financial Advisors, LLC | 12 | $86 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 15 | $107 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $136 | 0.00% | −2−9.5% | Reduced |
| Toth Financial Advisory Corp | 40 | $286 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $300 | 0.00% | +21+100.0% | Added |
| NBT Bank N A | 50 | $357 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $357 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 50 | $357 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 50 | $357 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 50 | $357 | 0.00% | +17+51.5% | Added |
| Farther Finance Advisors, LLC | 52 | $365 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 52 | $372 | 0.00% | +52 | New |
| Bartlett & Co. Wealth Management LLC | 56 | $400 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 58 | $415 | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 60 | $429 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 74 | $529 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 89 | $635 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 89 | $635 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 106 | $706 | 0.00% | +100+1,666.7% | Added |
| Whittier Trust Co of Nevada Inc | 100 | $714 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $714 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $714 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 120 | $856 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 120 | $857 | 0.00% | −222−64.9% | Reduced |
| Allworth Financial LP | 128 | $914 | 0.00% | −618−82.8% | Reduced |
| Financial Perspectives, Inc | 130 | $928 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 132 | $942 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 196 | $1.00K | 0.00% | −177−47.5% | Reduced |
| Smithfield Trust Co | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 102 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 140 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 86 | $1.00K | 0.00% | +39+83.0% | Added |
| Evolution Advisers, Inc. | 57 | $1.00K | 0.00% | +57 | New |
| Mather Group, LLC. | 124 | $1.04K | 0.00% | +124 | New |
| Nisa Investment Advisors, LLC | 150 | $1.07K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 151 | $1.08K | 0.00% | +151 | New |
| Hoey Investments, Inc | 163 | $1.16K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 180 | $1.28K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 189 | $1.32K | 0.00% | +189 | New |
| Bogart Wealth, LLC | 189 | $1.35K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 200 | $1.42K | 0.00% | +100+100.0% | Added |
| Anchor Investment Management, LLC | 200 | $1.43K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $1.43K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 201 | $1.44K | 0.00% | +201 | New |
| Parkside Financial Bank & Trust | 211 | $1.51K | 0.00% | +28+15.3% | Added |
| Tradewinds Capital Management, LLC | 212 | $1.51K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 217 | $1.55K | 0.00% | +217 | New |
| Raleigh Capital Management Inc. | 225 | $1.61K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 239 | $1.71K | 0.00% | +204+582.9% | Added |
| Old Point Trust & Financial Services N A | 250 | $1.78K | 0.00% | +250 | New |
| Providence Capital Advisors, LLC | 261 | $1.86K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 290 | $1.90K | 0.00% | −162−35.8% | Reduced |
| City State Bank | 216 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 300 | $2.14K | 0.00% | +300 | New |
| Salomon & Ludwin, LLC | 302 | $2.16K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 319 | $2.28K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 335 | $2.39K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 355 | $2.53K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 393 | $2.61K | 0.00% | +393 | New |
| EverSource Wealth Advisors, LLC | 410 | $2.67K | 0.00% | +110+36.7% | Added |
| Central Trust Co | 383 | $2.73K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 390 | $2.79K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 400 | $2.86K | 0.00% | −700−63.6% | Reduced |
| FinTrust Capital Advisors, LLC | 402 | $2.87K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 402 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 357 | $3.00K | 0.00% | +357 | New |
| Winch Advisory Services, LLC | 440 | $3.14K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 473 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 462 | $3.41K | 0.00% | −3−0.6% | Reduced |
| First Command Advisory Services, Inc. | 500 | $3.57K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 500 | $3.57K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 508 | $3.63K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 542 | $3.87K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 550 | $3.93K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 554 | $3.96K | 0.00% | +215+63.4% | Added |
| New England Capital Financial Advisors LLC | 557 | $3.98K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 694 | $4.00K | 0.00% | −251−26.6% | Reduced |
| US Bancorp | 577 | $4.12K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 580 | $4.14K | 0.00% | −201−25.7% | Reduced |
| Spire Wealth Management | 599 | $4.28K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 604 | $4.31K | 0.00% | 00.0% | Unchanged |