| Sound Income Strategies, LLC | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Beacon Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 74,863 | $0 | 0.00% | +74,863 | New |
| Delos Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 2 | $342 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3 | $512 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| New Millennium Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 14 | $2.00K | 0.00% | −5−26.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $2.00K | 0.00% | +5+55.6% | Added |
| Financial Enhancement Group LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $2.00K | 0.00% | +1+12.5% | Added |
| American National Bank | 10 | $2.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $2.00K | 0.00% | +9 | New |
| Kames Capital plc | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Gradient Investments LLC | 15 | $3.00K | 0.00% | +15 | New |
| Capital Analysts, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Zullo Investment Group, Inc. | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $4.00K | 0.00% | +8+57.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 27 | $4.00K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 27 | $4.60K | 0.00% | −3−10.0% | Reduced |
| Anchor Investment Management, LLC | 27 | $4.60K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 28 | $5.00K | 0.00% | −180−86.5% | Reduced |
| Tower View Investment Management & Research LLC | 30 | $5.00K | 0.00% | −31−50.8% | Reduced |
| Eagle Bay Advisors LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 31 | $5.00K | 0.00% | +31 | New |
| Center for Financial Planning, Inc. | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 35 | $6.00K | 0.00% | +17+94.4% | Added |
| Absolute Capital Management, LLC | 37 | $6.36K | 0.01% | +37 | New |
| Trust Co of Vermont | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 41 | $7.00K | 0.00% | +41 | New |
| Zions Bancorporation, N.A. | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $8.00K | 0.00% | +1+2.1% | Added |
| Geneos Wealth Management Inc. | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 51 | $8.74K | 0.01% | 00.0% | Unchanged |
| City State Bank | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 57 | $10.0K | 0.00% | −9−13.6% | Reduced |
| GHP Investment Advisors, Inc. | 59 | $10.0K | 0.00% | +8+15.7% | Added |
| Glen Eagle Advisors, LLC | 61 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 62 | $10.6K | 0.00% | +1+1.6% | Added |
| Earnest Partners LLC | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 62 | $11.0K | 0.01% | +27+77.1% | Added |
| JFS Wealth Advisors, LLC | 67 | $11.0K | 0.00% | +49+272.2% | Added |
| Jones Financial Companies LLLP | 71 | $12.0K | 0.00% | −100−58.5% | Reduced |
| TSFG, LLC | 73 | $12.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 71 | $12.0K | 0.00% | +14+24.6% | Added |
| Hexagon Capital Partners LLC | 72 | $12.0K | 0.00% | +12+20.0% | Added |
| MUFG Americas Holdings Corp | 77 | $13.0K | 0.00% | +17+28.3% | Added |
| Loomis Sayles & Co L P | 79 | $13.0K | 0.00% | +66+507.7% | Added |
| CVA Family Office, LLC | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 82 | $14.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 78 | $14.0K | 0.00% | +48+160.0% | Added |
| Washington Trust Advisors, Inc. | 86 | $15.0K | 0.00% | −6−6.5% | Reduced |
| Trustcore Financial Services, LLC | 88 | $15.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 86 | $15.0K | 0.00% | +4+4.9% | Added |
| Crewe Advisors LLC | 86 | $15.0K | 0.00% | +27+45.8% | Added |
| FinTrust Capital Advisors, LLC | 91 | $16.0K | 0.00% | +17+23.0% | Added |
| Sargent Bickham Lagudis LLC | 100 | $17.0K | 0.00% | −9−8.3% | Reduced |
| Farmers & Merchants Investments Inc | 101 | $17.0K | 0.00% | +15+17.4% | Added |
| Annapolis Financial Services, LLC | 97 | $17.0K | 0.01% | +97 | New |
| Abound Wealth Management | 102 | $17.4K | 0.01% | +102 | New |
| Adirondack Trust Co | 105 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 120 | $20.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 112 | $20.0K | 0.00% | +54+93.1% | Added |
| Bartlett & Co. Wealth Management LLC | 120 | $20.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 125 | $21.0K | 0.00% | −4−3.1% | Reduced |
| Harbour Investments, Inc. | 119 | $21.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 126 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 126 | $22.0K | 0.01% | +3+2.4% | Added |
| Kistler-Tiffany Companies, LLC | 136 | $23.0K | 0.01% | +136 | New |
| International Assets Investment Management, LLC | 144 | $25.0K | 0.01% | +144 | New |
| Money Concepts Capital Corp | 154 | $26.0K | 0.00% | −13−7.8% | Reduced |
| FourThought Financial, LLC | 154 | $26.0K | 0.00% | +36+30.5% | Added |
| AdvisorNet Financial, Inc | 157 | $27.0K | 0.00% | −46−22.7% | Reduced |
| Webster Bank, N. A. | 162 | $28.0K | 0.00% | 00.0% | Unchanged |