| Assetmark, Inc | 1 | $2.00K | 0.00% | −288−99.7% | Reduced |
| Clean Yield Group | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1 | $2.00K | 0.00% | +1 | New |
| Tucker Asset Management LLC | 1 | $2.42K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 1 | $2.46K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $4.00K | 0.00% | +1+100.0% | Added |
| IMA Wealth, Inc. | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $5.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2 | $5.00K | 0.00% | +2 | New |
| Systematic Alpha Investments, LLC | 2 | $5.00K | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 3 | $7.00K | 0.00% | −1−25.0% | Reduced |
| Ironwood Financial, llc | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3 | $7.00K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3 | $7.00K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $8.00K | 0.00% | −5,834−99.9% | Reduced |
| CVA Family Office, LLC | 5 | $9.00K | 0.01% | −56−91.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 4 | $9.00K | 0.00% | −10−71.4% | Reduced |
| Pin Oak Investment Advisors Inc | 4 | $9.00K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $9.00K | 0.00% | – | – |
| Charter Oak Capital Management, LLC | 4 | $9.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 4 | $9.00K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 4 | $9.00K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4 | $9.49K | 0.01% | −8,748−100.0% | Reduced |
| Bellwether Advisors, LLC | 5 | $11.0K | 0.00% | +5 | New |
| NVWM, LLC | 5 | $12.0K | 0.00% | −346−98.6% | Reduced |
| NuWave Investment Management, LLC | 5 | $12.0K | 0.01% | −187−97.4% | Reduced |
| West Oak Capital, LLC | 5 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 5 | $12.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 5 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5 | $12.0K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 5 | $12.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 5 | $12.0K | 0.00% | +4+400.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $12.0K | 0.00% | +5 | New |
| Legacy Bridge, LLC | 5 | $12.0K | 0.01% | +5 | New |
| QVR LLC | 5 | $12.0K | 0.02% | +5 | New |
| Meridian Wealth Partners, LLC | 5 | $12.0K | 0.00% | +5 | New |
| Reilly Financial Advisors, LLC | 6 | $14.0K | 0.00% | −9−60.0% | Reduced |
| Salem Investment Counselors Inc | 6 | $14.0K | 0.00% | 00.0% | Unchanged |
| Motco | 6 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $14.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $14.0K | 0.00% | +5+500.0% | Added |
| Guidance Point Advisors, LLC | 6 | $14.0K | 0.01% | +6 | New |
| D'Orazio & Associates, Inc. | 7 | $17.0K | 0.00% | +1+16.7% | Added |
| Eagle Bay Advisors LLC | 8 | $18.0K | 0.01% | −9−52.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8 | $19.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 8 | $19.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 8 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $19.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $19.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 8 | $19.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 8 | $19.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 8 | $19.0K | 0.01% | +2+33.3% | Added |
| Versant Capital Management, Inc | 9 | $21.0K | 0.01% | −2−18.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 9 | $21.0K | 0.01% | −1−10.0% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 9 | $21.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $21.0K | 0.02% | 00.0% | Unchanged |
| Consolidated Planning Corp | 9 | $21.0K | 0.01% | +9 | New |
| Sutton Wealth Advisors Inc. | 9 | $21.4K | 0.01% | −2−18.2% | Reduced |
| Raffa Wealth Management, LLC | 9 | $21.4K | 0.01% | +1+12.5% | Added |
| Caldwell Trust Co | 10 | $23.7K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 10 | $24.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 10 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 10 | $24.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 10 | $24.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $24.0K | 0.00% | +7+233.3% | Added |
| Canton Hathaway, LLC | 10 | $24.0K | 0.01% | +10 | New |
| Stonebridge Capital Advisors LLC | 11 | $26.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11 | $26.0K | 0.00% | +1+10.0% | Added |
| Kessler Investment Group, LLC | 12 | $28.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 12 | $28.0K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $30.9K | 0.01% | −3−18.8% | Reduced |
| JNBA Financial Advisors | 13 | $31.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 14 | $33.0K | 0.01% | −6−30.0% | Reduced |
| Column Capital Advisors, LLC | 14 | $33.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 14 | $33.0K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 14 | $33.0K | 0.01% | +14 | New |
| Prestige Wealth Management Group LLC | 15 | $35.0K | 0.01% | −133−89.9% | Reduced |
| Delta Asset Management LLC | 15 | $36.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 15 | $36.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $36.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15 | $36.0K | 0.00% | +2+15.4% | Added |
| Creative Financial Designs Inc | 16 | $38.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 17 | $40.0K | 0.00% | −16−48.5% | Reduced |
| Clear Perspectives Financial Planning, LLC | 17 | $40.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 17 | $40.0K | 0.03% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 17 | $40.0K | 0.01% | +4+30.8% | Added |