| VitalStone Financial, LLC | 1 | $0 | 0.00% | −17−94.4% | Reduced |
| McClarren Financial Advisors, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 2 | $140 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2 | $140 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $140 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 3 | $210 | 0.00% | −9−75.0% | Reduced |
| Atticus Wealth Management, LLC | 3 | $210 | 0.00% | −5−62.5% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $214 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $350 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5 | $350 | 0.00% | +5 | New |
| Global Wealth Management Investment Advisory, Inc. | 5 | $350 | 0.00% | +5 | New |
| LGT Financial Advisors LLC | 6 | $420 | 0.00% | +6 | New |
| Coppell Advisory Solutions LLC | 7 | $474 | 0.00% | +7 | New |
| Flaharty Asset Management, LLC | 7 | $490 | 0.00% | +7 | New |
| Impact Partnership Wealth, LLC | 8 | $559 | 0.00% | +1+14.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $560 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $699 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10 | $700 | 0.00% | −34−77.3% | Reduced |
| Hartford Financial Management Inc. | 10 | $700 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $700 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $770 | 0.00% | +4+57.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 12 | $839 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 12 | $840 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $909 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 14 | $979 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $979 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +10 | New |
| Beacon Capital Management, LLC | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $1.04K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 15 | $1.05K | 0.00% | −120−88.9% | Reduced |
| Bogart Wealth, LLC | 15 | $1.05K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 16 | $1.12K | 0.00% | +16 | New |
| Center for Financial Planning, Inc. | 17 | $1.19K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $1.26K | 0.00% | −50−73.5% | Reduced |
| Raffa Wealth Management, LLC | 18 | $1.26K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 20 | $1.40K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 20 | $1.40K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 22 | $1.54K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 23 | $1.61K | 0.00% | +23 | New |
| North Star Investment Management Corp. | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 27 | $1.89K | 0.00% | −7−20.6% | Reduced |
| AlphaMark Advisors, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $2.00K | 0.00% | +14+77.8% | Added |
| Avion Wealth | 32 | $2.00K | 0.00% | +7+28.0% | Added |
| Clear Street Markets LLC | 29 | $2.00K | 0.00% | +29 | New |
| Capital Analysts, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Steward Financial Group LLC | 37 | $2.00K | 0.00% | +37 | New |
| Macroview Investment Management LLC | 29 | $2.03K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $2.10K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 30 | $2.10K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 30 | $2.10K | 0.00% | −30−50.0% | Reduced |
| Maryland Capital Advisors Inc. | 30 | $2.10K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 32 | $2.24K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 34 | $2.38K | 0.00% | −5−12.8% | Reduced |
| Antonetti Capital Management LLC | 35 | $2.45K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $2.45K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 37 | $2.59K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 39 | $2.73K | 0.00% | +39 | New |
| Concord Wealth Partners | 40 | $2.80K | 0.00% | −78−66.1% | Reduced |
| Key Financial Inc | 40 | $2.80K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $2.87K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $3.00K | 0.00% | +50 | New |
| GHP Investment Advisors, Inc. | 50 | $3.14K | 0.00% | −50−50.0% | Reduced |
| Northwest Investment Counselors, LLC | 45 | $3.15K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 48 | $3.36K | 0.00% | −54−52.9% | Reduced |
| Creative Financial Designs Inc | 48 | $3.36K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 50 | $3.50K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 50 | $3.50K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $3.50K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 50 | $3.50K | 0.00% | +1+2.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 53 | $3.71K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 55 | $3.85K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 59 | $4.13K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 60 | $4.20K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 60 | $4.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 60 | $4.20K | 0.00% | +48+400.0% | Added |
| Manchester Capital Management LLC | 60 | $4.20K | 0.00% | −195−76.5% | Reduced |
| WFA Asset Management Corp | 60 | $4.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $4.20K | 0.00% | +13+27.7% | Added |
| Brown Brothers Harriman & Co | 62 | $4.34K | 0.00% | +61+6,100.0% | Added |
| Abound Wealth Management | 65 | $4.55K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 68 | $4.76K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 75 | $5.25K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 76 | $5.32K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $5.32K | 0.00% | +76 | New |
| Versant Capital Management, Inc | 77 | $5.38K | 0.00% | +55+250.0% | Added |
| Sandy Spring Bank | 78 | $5.46K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 79 | $5.53K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 80 | $5.59K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 84 | $5.88K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 85 | $5.95K | 0.00% | 00.0% | Unchanged |