| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | −28−87.5% | Reduced |
| VitalStone Financial, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Impact Partnership Wealth, LLC | 1 | $71 | 0.00% | −7−87.5% | Reduced |
| Brown Brothers Harriman & Co | 1 | $72 | 0.00% | −61−98.4% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 1 | $72 | 0.00% | +1 | New |
| Glass Jacobson Investment Advisors llc | 2 | $144 | 0.00% | −35−94.6% | Reduced |
| Hallmark Capital Management Inc | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $216 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3 | $216 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 3 | $216 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $216 | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 3 | $216 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $288 | 0.00% | −4−50.0% | Reduced |
| Rothschild Investment LLC | 4 | $288 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $288 | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 5 | $360 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $360 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 5 | $360 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $360 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 5 | $360 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 6 | $431 | 0.00% | +6 | New |
| Tortoise Investment Management, LLC | 8 | $575 | 0.00% | −150−94.9% | Reduced |
| SJS Investment Consulting Inc. | 8 | $576 | 0.00% | −3−27.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $648 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $719 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 10 | $719 | 0.00% | +10 | New |
| Hartford Financial Management Inc. | 10 | $720 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $720 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 10 | $720 | 0.00% | +10 | New |
| Coppell Advisory Solutions LLC | 11 | $791 | 0.00% | +4+57.1% | Added |
| Central Trust Co | 11 | $792 | 0.00% | +11 | New |
| DT Investment Partners, LLC | 12 | $807 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $863 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $934 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 29 | $1.00K | 0.00% | −3−9.4% | Reduced |
| TSFG, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Evolution Advisers, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $1.05K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15 | $1.08K | 0.00% | −45−75.0% | Reduced |
| Bogart Wealth, LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $1.08K | 0.00% | +15 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $1.10K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 16 | $1.15K | 0.00% | +16 | New |
| Center for Financial Planning, Inc. | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.29K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 20 | $1.44K | 0.00% | −40−66.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 20 | $1.44K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 20 | $1.44K | 0.00% | +20 | New |
| RFP Financial Group LLC | 22 | $1.58K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 22 | $1.58K | 0.00% | +22 | New |
| Focused Wealth Management, Inc | 23 | $1.65K | 0.00% | −4−14.8% | Reduced |
| Indiana Trust & Investment Management CO | 23 | $1.65K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $1.80K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25 | $1.80K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 26 | $1.87K | 0.00% | −15−36.6% | Reduced |
| AlphaMark Advisors, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $2.00K | 0.00% | +20+200.0% | Added |
| Gradient Investments LLC | 28 | $2.01K | 0.00% | +13+86.7% | Added |
| Turtle Creek Wealth Advisors, LLC | 28 | $2.01K | 0.00% | +28 | New |
| Macroview Investment Management LLC | 29 | $2.09K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $2.16K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 30 | $2.16K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 30 | $2.16K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31 | $2.23K | 0.00% | +31 | New |
| C M Bidwell & Associates Ltd | 32 | $2.30K | 0.00% | −1,555−98.0% | Reduced |
| West Paces Advisors Inc. | 32 | $2.30K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 35 | $2.52K | 0.00% | −95−73.1% | Reduced |
| Tradewinds Capital Management, LLC | 35 | $2.52K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 38 | $2.73K | 0.00% | +4+11.8% | Added |
| Sachetta, LLC | 38 | $2.73K | 0.00% | +38 | New |
| Orion Capital Management LLC | 39 | $2.80K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $2.88K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $2.88K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 35 | $3.00K | 0.00% | +35 | New |
| Quent Capital, LLC | 43 | $3.09K | 0.00% | −83−65.9% | Reduced |
| Private Wealth Management Group, LLC | 44 | $3.17K | 0.00% | +44 | New |
| Fairfield Financial Advisors, LTD | 45 | $3.24K | 0.00% | −70−60.9% | Reduced |
| O'Dell Group, LLC | 47 | $3.38K | 0.00% | +47 | New |
| Accent Capital Management, LLC | 47 | $3.38K | 0.00% | +47 | New |
| PayPay Securities Corp | 47 | $3.45K | 0.17% | −50−51.5% | Reduced |
| Harbor Investment Advisory, LLC | 48 | $3.45K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 53 | $3.59K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 50 | $3.60K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 50 | $3.60K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $3.60K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $3.60K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 50 | $3.60K | 0.00% | +50 | New |
| Old Point Trust & Financial Services N A | 50 | $3.60K | 0.00% | +50 | New |