| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −27−93.1% | Reduced |
| Creative Financial Designs Inc | 0 | $18 | 0.00% | 0 | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $228 | 0.00% | +2 | New |
| NewSquare Capital LLC | 6 | $683 | 0.00% | −20−76.9% | Reduced |
| TFC Financial Management | 7 | $798 | 0.00% | −5−41.7% | Reduced |
| Nalls Sherbakoff Group, LLC | 8 | $820 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 127 | $857 | 0.00% | +16+14.4% | Added |
| Archer Investment Corp | 8 | $911 | 0.00% | −3,400−99.8% | Reduced |
| Financial Management Professionals, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Venturi Wealth Management, LLC | 9 | $1.08K | 0.00% | −10−52.6% | Reduced |
| Knuff & Co LLC | 10 | $1.14K | 0.00% | +10 | New |
| RFP Financial Group LLC | 10 | $1.14K | 0.00% | +10 | New |
| Tradewinds Capital Management, LLC | 11 | $1.25K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 13 | $1.48K | 0.00% | +13 | New |
| Union Savings Bank | 13 | $1.62K | 0.00% | +13 | New |
| Quintet Private Bank (Europe) S.A. | 15 | $1.70K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 16 | $1.77K | 0.00% | +1+6.7% | Added |
| Raleigh Capital Management Inc. | 18 | $2.10K | 0.00% | −7,805−99.8% | Reduced |
| Beacon Capital Management, LLC | 19 | $2.16K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $2.16K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 21 | $2.39K | 0.00% | +21 | New |
| Atwood & Palmer Inc | 21 | $2.39K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 22 | $2.50K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 23 | $2.62K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $2.73K | 0.00% | +24 | New |
| Eagle Bay Advisors LLC | 26 | $2.96K | 0.00% | +2+8.3% | Added |
| Bollard Group LLC | 30 | $3.00K | 0.00% | +30 | New |
| American National Bank | 27 | $3.07K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 27 | $3.07K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $3.19K | 0.00% | −246−89.8% | Reduced |
| Baystate Wealth Management LLC | 31 | $3.59K | 0.00% | −20−39.2% | Reduced |
| Worth Asset Management, LLC | 35 | $3.98K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 39 | $4.44K | 0.00% | +20+105.3% | Added |
| DT Investment Partners, LLC | 37 | $4.57K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 41 | $4.67K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 44 | $5.01K | 0.00% | −35−44.3% | Reduced |
| Old Second National Bank of Aurora | 46 | $5.24K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 47 | $5.31K | 0.00% | +1+2.2% | Added |
| Northwest Investment Counselors, LLC | 48 | $5.43K | 0.00% | +1+2.1% | Added |
| Horan Securities, Inc. | 50 | $5.69K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 51 | $5.81K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 54 | $6.15K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 57 | $6.49K | 0.00% | −68−54.4% | Reduced |
| Quarry LP | 59 | $6.72K | 0.00% | +59 | New |
| Montag A & Associates Inc | 62 | $7.06K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 63 | $7.17K | 0.00% | +28+80.0% | Added |
| Itau Unibanco Holding S.A. | 65 | $7.40K | 0.00% | −795−92.4% | Reduced |
| Abound Wealth Management | 65 | $7.41K | 0.00% | +7+12.1% | Added |
| Cary Street Partner Investment Advisory LLC | 67 | $7.63K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 73 | $8.31K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 75 | $8.54K | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 75 | $8.54K | 0.00% | +13+21.0% | Added |
| Atticus Wealth Management, LLC | 75 | $8.58K | 0.00% | −4−5.1% | Reduced |
| Castleview Partners, LLC | 77 | $8.81K | 0.01% | +9+13.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 80 | $9.00K | 0.00% | −20−20.0% | Reduced |
| Barrett & Company, Inc. | 80 | $9.11K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 90 | $10.2K | 0.00% | −964−91.5% | Reduced |
| Sunbelt Securities, Inc. | 91 | $10.4K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 96 | $10.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 100 | $11.0K | 0.00% | +100 | New |
| Westside Investment Management, Inc. | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 100 | $11.4K | 0.00% | +100 | New |
| Earnest Partners LLC | 102 | $11.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 102 | $11.6K | 0.00% | +3+3.0% | Added |
| Prestige Wealth Management Group LLC | 104 | $11.8K | 0.00% | −17−14.0% | Reduced |
| Ronald Blue Trust, Inc. | 115 | $12.0K | 0.00% | −129−52.9% | Reduced |
| Community Bank, N.A. | 106 | $12.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 111 | $12.6K | 0.00% | −10−8.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 111 | $12.6K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 112 | $12.8K | 0.00% | +112 | New |
| Jackson, Grant Investment Advisers, Inc. | 113 | $12.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 111 | $13.0K | 0.00% | +1+0.9% | Added |
| Key Financial Inc | 118 | $13.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 119 | $13.6K | 0.00% | −4,938−97.6% | Reduced |
| Lee Financial Co | 123 | $14.0K | 0.00% | −37−23.1% | Reduced |
| Logan Capital Management Inc | 124 | $14.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 129 | $14.7K | 0.00% | +3+2.4% | Added |
| Larson Financial Group LLC | 137 | $15.6K | 0.00% | −107−43.9% | Reduced |
| Sound Income Strategies, LLC | 140 | $16.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 146 | $16.0K | 0.01% | +146 | New |
| Tyler-Stone Wealth Management | 142 | $16.0K | 0.01% | +142 | New |
| Concord Wealth Partners | 144 | $16.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $17.1K | 0.00% | +150 | New |
| Gables Capital Management Inc. | 160 | $18.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 171 | $19.5K | 0.00% | −78−31.3% | Reduced |
| Systematic Financial Management LP | 173 | $19.7K | 0.00% | +60+53.1% | Added |
| Newbridge Financial Services Group, Inc. | 175 | $19.9K | 0.01% | −10−5.4% | Reduced |
| Pacific Center for Financial Services | 184 | $21.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 191 | $21.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 193 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 193 | $22.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 196 | $22.0K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $22.8K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 200 | $23.0K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 204 | $23.2K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 206 | $23.5K | 0.00% | −1,000−82.9% | Reduced |