| Western Pacific Wealth Management, LP | 130 | $14.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 117 | $13.0K | 0.01% | −262−69.1% | Reduced |
| Fortis Advisors, LLC | 118 | $13.0K | 0.01% | −200−62.9% | Reduced |
| McIlrath & Eck, LLC | 117 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 118 | $13.0K | 0.01% | +25+26.9% | Added |
| PFS Partners, LLC | 110 | $12.5K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 107 | $12.0K | 0.00% | −125−53.9% | Reduced |
| Hall Laurie J Trustee | 100 | $11.0K | 0.01% | −550−84.6% | Reduced |
| Toth Financial Advisory Corp | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 94 | $11.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 97 | $11.0K | 0.00% | +97 | New |
| Bell Investment Advisors, Inc | 97 | $11.0K | 0.00% | +97 | New |
| Ritter Daniher Financial Advisory LLC | 100 | $11.0K | 0.01% | +100 | New |
| TD Ameritrade Investment Management, LLC | 91 | $10.0K | 0.00% | −10−9.9% | Reduced |
| Financial Enhancement Group LLC | 84 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 85 | $10.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 87 | $10.0K | 0.01% | +24+38.1% | Added |
| Aspire Private Capital, LLC | 91 | $10.0K | 0.00% | +52+133.3% | Added |
| Ogorek Anthony Joseph | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 81 | $9.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 75 | $9.00K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 73 | $9.00K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 75 | $8.53K | 0.00% | −24−24.2% | Reduced |
| West Paces Advisors Inc. | 72 | $8.19K | 0.00% | +65+928.6% | Added |
| First Personal Financial Services | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 63 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 55 | $6.00K | 0.00% | −64−53.8% | Reduced |
| Professional Financial Advisors, LLC | 55 | $6.00K | 0.00% | −35−38.9% | Reduced |
| Manchester Capital Management LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 51 | $5.80K | 0.00% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 50 | $5.68K | 0.00% | +50 | New |
| Kelly Financial Services LLC | 47 | $5.34K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 48 | $5.00K | 0.00% | −50−51.0% | Reduced |
| Roble, Belko & Company, Inc | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 41 | $5.00K | 0.00% | +20+95.2% | Added |
| BOK Financial Private Wealth, Inc. | 46 | $5.00K | 0.00% | +46 | New |
| Lumature Wealth Partners, LLC | 35 | $4.00K | 0.00% | −574−94.3% | Reduced |
| Heritage Wealth Advisors | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 33 | $4.00K | 0.00% | +6+22.2% | Added |
| Raffa Wealth Management, LLC | 31 | $3.52K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 30 | $3.41K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 30 | $3.41K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 28 | $3.00K | 0.00% | +1+3.7% | Added |
| Heritage Financial Services, LLC | 34 | $3.00K | 0.00% | +34 | New |
| Lake Point Wealth Management | 25 | $3.00K | 0.00% | +25 | New |
| Steward Financial Group LLC | 22 | $2.00K | 0.00% | −238−91.5% | Reduced |
| Sageworth Trust Co of South Dakota | 21 | $2.00K | 0.00% | −22−51.2% | Reduced |
| Horan Securities, Inc. | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Castle Wealth Management LLC | 17 | $2.00K | 0.00% | +17 | New |
| Archer Investment Corp | 14 | $1.59K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 13 | $1.00K | 0.00% | −1,748,157−100.0% | Reduced |
| Capital Management Associates | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motco | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 10 | $1.00K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 8 | $1.00K | 0.00% | +8 | New |
| Artemis Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Gleason Group, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Laffer Tengler Investments | 6 | $682 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $228 | 0.00% | +2 | New |