| State of Wyoming | 1 | $0 | 0.00% | −449−99.8% | Reduced |
| Highlander Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Column Capital Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $0 | 0.00% | +3 | New |
| Eukles Asset Management | 1 | $0 | 0.00% | +1 | New |
| PrairieView Partners, LLC | 3 | $0 | 0.00% | +3 | New |
| Laurel Wealth Advisors LLC | 4 | $0 | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 1 | $0 | 0.00% | +1 | New |
| Ten Capital Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Mach-1 Financial Group, Inc. | 8 | $0 | 0.00% | +8 | New |
| Maryland Capital Advisors Inc. | 3 | $0 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 2 | $232 | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 6 | $695 | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 8 | $927 | 0.00% | +8 | New |
| USA Financial Portformulas Corp | 6 | $1.00K | 0.00% | −29−82.9% | Reduced |
| Winch Advisory Services, LLC | 10 | $1.00K | 0.00% | −6−37.5% | Reduced |
| Sound Income Strategies, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 10 | $1.00K | 0.00% | +3+42.9% | Added |
| Sugarloaf Wealth Management, LLC | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| ClariVest Asset Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| Lee Financial Co | 10 | $1.00K | 0.00% | +10 | New |
| American Research & Management Co. | 12 | $1.00K | 0.00% | +12 | New |
| Surevest, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Institutional & Family Asset Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Versant Capital Management, Inc | 8 | $1.00K | 0.00% | +8 | New |
| Insight Financial Services | 10 | $1.00K | 0.00% | +10 | New |
| Evoke Wealth, LLC | 9 | $1.00K | 0.00% | +9 | New |
| IAG Wealth Partners, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 8 | $1.00K | 0.00% | +8 | New |
| Schubert & Co | 7 | $1.00K | 0.00% | +7 | New |
| FSC Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 15 | $1.74K | 0.00% | +15 | New |
| Financial Perspectives, Inc | 17 | $1.97K | 0.00% | +17 | New |
| Solstein Capital, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 21 | $2.00K | 0.00% | +20+2,000.0% | Added |
| Arrow Financial Corp | 14 | $2.00K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Mark Sheptoff Financial Planning, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Old North State Trust, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Global Wealth Management Investment Advisory, Inc. | 19 | $2.00K | 0.00% | +19 | New |
| CarsonAllaria Wealth Management, Ltd. | 15 | $2.00K | 0.00% | +15 | New |
| Life Planning Partners, Inc | 17 | $2.00K | 0.00% | +17 | New |
| Mystic Asset Management, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Brown Brothers Harriman & Co | 30 | $3.00K | 0.00% | −24−44.4% | Reduced |
| Toth Financial Advisory Corp | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 25 | $3.00K | 0.00% | +25 | New |
| Central Bank & Trust Co | 22 | $3.00K | 0.00% | +22 | New |
| Bogart Wealth, LLC | 25 | $3.00K | 0.00% | +25 | New |
| Wagner Wealth Management, LLC | 25 | $3.00K | 0.00% | +25 | New |
| Leelyn Smith, LLC | 25 | $3.00K | 0.00% | +25 | New |
| Retirement Group, LLC | 31 | $4.00K | 0.00% | +12+63.2% | Added |
| Edge Wealth Management LLC | 32 | $4.00K | 0.00% | +25+357.1% | Added |
| Trust Co of Vermont | 34 | $4.00K | 0.00% | +34 | New |
| TD Capital Management LLC | 34 | $4.00K | 0.00% | +34 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 38 | $4.00K | 0.00% | +38 | New |
| Bedel Financial Consulting, Inc. | 35 | $4.00K | 0.00% | +35 | New |
| Dark Forest Capital Management LP | 38 | $4.00K | 0.00% | +38 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 31 | $4.00K | 0.00% | +31 | New |
| Steward Financial Group LLC | 40 | $4.00K | 0.00% | +40 | New |
| McCarthy Grittinger Financial Group, LLC | 38 | $4.40K | 0.00% | +38 | New |
| Smithfield Trust Co | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 46 | $5.00K | 0.00% | +31+206.7% | Added |
| Cullen/Frost Bankers, Inc. | 44 | $5.00K | 0.00% | +44 | New |
| Westside Investment Management, Inc. | 51 | $5.00K | 0.00% | +51 | New |
| Rather & Kittrell, Inc. | 48 | $5.00K | 0.00% | +48 | New |
| Cornerstone Advisory, LLC | 44 | $5.00K | 0.00% | +44 | New |
| Tilia Fiduciary Partners, Inc. | 40 | $5.00K | 0.00% | +40 | New |
| AlphaMark Advisors, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 53 | $6.00K | 0.00% | +20+60.6% | Added |
| Creative Financial Designs Inc | 47 | $6.00K | 0.00% | +47 | New |
| Blue Bell Private Wealth Management, LLC | 52 | $6.00K | 0.00% | +52 | New |
| Contravisory Investment Management, Inc. | 53 | $6.00K | 0.00% | +53 | New |
| Endurance Wealth Management, Inc. | 51 | $6.00K | 0.00% | +51 | New |
| EverSource Wealth Advisors, LLC | 51 | $6.00K | 0.00% | +51 | New |
| HHM Wealth Advisors, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Citizens National Bank Trust Department | 53 | $6.00K | 0.00% | +53 | New |
| Charter Oak Capital Management, LLC | 55 | $6.00K | 0.00% | +55 | New |
| Newbridge Financial Services Group, Inc. | 61 | $7.00K | 0.00% | −138−69.3% | Reduced |
| Delta Asset Management LLC | 58 | $7.00K | 0.00% | +23+65.7% | Added |
| First Horizon Advisors, Inc. | 64 | $7.00K | 0.00% | +35+120.7% | Added |
| MV Capital Management, Inc. | 63 | $7.00K | 0.00% | +43+215.0% | Added |
| Harbor Investment Advisory, LLC | 64 | $7.00K | 0.00% | +55+611.1% | Added |
| Valley National Advisers Inc | 64 | $7.00K | 0.00% | +64 | New |
| Capital Analysts, LLC | 60 | $7.00K | 0.00% | +60 | New |
| Tevis Investment Management | 61 | $7.00K | 0.01% | +61 | New |
| Pacifica Partners Inc. | 70 | $8.00K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 67 | $8.00K | 0.00% | +17+34.0% | Added |
| Earnest Partners LLC | 65 | $8.00K | 0.00% | +31+91.2% | Added |
| HighMark Wealth Management LLC | 70 | $8.00K | 0.01% | +38+118.8% | Added |
| Baldwin Brothers Inc | 65 | $8.00K | 0.00% | +65 | New |
| CNB Bank | 70 | $8.00K | 0.00% | +70 | New |
| Atlas Capital Advisors LLC | 75 | $8.69K | 0.00% | +75 | New |
| Hartford Financial Management Inc. | 80 | $9.00K | 0.00% | −20−20.0% | Reduced |
| Adirondack Trust Co | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 81 | $9.00K | 0.00% | +81 | New |
