| Curi Capital | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $0 | 0.00% | +12+100.0% | Added |
| WestEnd Advisors, LLC | – | $221 | 0.00% | – | – |
| Private Ocean, LLC | 17 | $1.00K | 0.00% | −116−87.2% | Reduced |
| JJJ Advisors Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 14 | $1.00K | 0.00% | +14 | New |
| MCF Advisors LLC | 29 | $1.00K | 0.00% | +29 | New |
| American National Bank | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 59 | $2.00K | 0.00% | +59 | New |
| Pinnacle Financial Partners Inc | 44 | $2.00K | 0.00% | +44 | New |
| RWM Asset Management, LLC | 45 | $2.00K | 0.00% | +45 | New |
| Oliver Lagore Vanvalin Investment Group | 52 | $2.00K | 0.00% | +52 | New |
| Kelly Financial Services LLC | 73 | $2.69K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 104 | $3.00K | 0.00% | +1+1.0% | Added |
| BerganKDV Wealth Management, LLC | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 75 | $3.00K | 0.00% | +22+41.5% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 90 | $3.00K | 0.00% | +90 | New |
| Raffa Wealth Management, LLC | 91 | $3.36K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 102 | $4.00K | 0.00% | −104−50.5% | Reduced |
| Bogart Wealth, LLC | 100 | $4.00K | 0.00% | −100−50.0% | Reduced |
| O'Dell Group, LLC | 100 | $4.00K | 0.00% | −101−50.2% | Reduced |
| Creative Financial Designs Inc | 112 | $4.00K | 0.00% | +1+0.9% | Added |
| Ci Investments Inc. | 95 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 95 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 118 | $4.00K | 0.00% | +116+5,800.0% | Added |
| Beacon Capital Management, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Westchester Capital Management, Inc. | 132 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 124 | $5.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 135 | $5.00K | 0.00% | +50+58.8% | Added |
| Johnson Midwest Financial, LLC | 125 | $5.00K | 0.01% | +125 | New |
| Cordant, Inc. | 134 | $5.00K | 0.00% | +134 | New |
| Corbenic Partners LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 153 | $6.00K | 0.00% | +122+393.5% | Added |
| Heritage Wealth Management, LLC | 150 | $6.00K | 0.00% | +150 | New |
| Norwood Financial Corp | 200 | $7.00K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 187 | $7.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 178 | $7.00K | 0.00% | −5−2.7% | Reduced |
| Sound Income Strategies, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 190 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 230 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 207 | $8.00K | 0.00% | +1+0.5% | Added |
| Bellevue Asset Management, LLC | 206 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 243 | $8.00K | 0.00% | +243 | New |
| Financial Avengers, Inc. | 253 | $9.00K | 0.01% | −328−56.5% | Reduced |
| M&R Capital Management Inc | 265 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 252 | $9.00K | 0.00% | +1+0.4% | Added |
| JFS Wealth Advisors, LLC | 239 | $9.00K | 0.00% | +149+165.6% | Added |
| SRS Capital Advisors, Inc. | 231 | $9.00K | 0.00% | +181+362.0% | Added |
| Global Financial Private Client, LLC | 250 | $9.09K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 272 | $10.0K | 0.00% | −769−73.9% | Reduced |
| Cribstone Capital Management, LLC | 263 | $10.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 276 | $10.0K | 0.01% | +241+688.6% | Added |
| Prestige Wealth Management Group LLC | 312 | $11.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 302 | $11.0K | 0.00% | +1+0.3% | Added |
| MV Capital Management, Inc. | 309 | $11.0K | 0.00% | +96+45.1% | Added |
| Win Advisors, Inc | 293 | $11.0K | 0.00% | +293 | New |
| SkyView Investment Advisors, LLC | 322 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 363 | $13.0K | 0.00% | −311−46.1% | Reduced |
| Tortoise Investment Management, LLC | 350 | $13.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 354 | $13.0K | 0.00% | +240+210.5% | Added |
| McClarren Financial Advisors, Inc. | 390 | $14.0K | 0.01% | +2+0.5% | Added |
| Tyler-Stone Wealth Management | 390 | $14.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 373 | $14.0K | 0.00% | −15−3.9% | Reduced |
| Stonebridge Capital Advisors LLC | 375 | $14.0K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 373 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 406 | $15.0K | 0.00% | −71−14.9% | Reduced |
| Northwest Investment Counselors, LLC | 393 | $15.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 412 | $15.0K | 0.01% | +3+0.7% | Added |
| Alaethes Wealth LLC | 400 | $15.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 398 | $15.0K | 0.00% | +280+237.3% | Added |
| Central Bank & Trust Co | 448 | $17.0K | 0.00% | −499−52.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 472 | $17.0K | 0.01% | −100−17.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 477 | $17.0K | 0.01% | +477 | New |
| HHM Wealth Advisors, LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 500 | $18.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 476 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 500 | $18.0K | 0.00% | +36+7.8% | Added |
| Castleview Partners, LLC | 500 | $18.0K | 0.01% | +500 | New |
| Ahrens Investment Partners LLC | 502 | $19.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 540 | $19.0K | 0.00% | +540 | New |
| FourThought Financial, LLC | 552 | $20.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 575 | $21.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 575 | $21.0K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 600 | $22.0K | 0.01% | −400−40.0% | Reduced |
| Farmers & Merchants Investments Inc | 595 | $22.0K | 0.00% | 00.0% | Unchanged |
