| FinTrust Capital Advisors, LLC | 178 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| First Personal Financial Services | 1 | $131 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $131 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 378 | $133 | 0.00% | +18+5.0% | Added |
| Ancora Advisors, LLC | 2 | $261 | 0.00% | +2 | New |
| West Branch Capital LLC | 3 | $392 | 0.00% | +3 | New |
| Reston Wealth Management LLC | 3 | $392 | 0.00% | +3 | New |
| Planned Solutions, Inc. | 3 | $392 | 0.00% | +3 | New |
| Annapolis Financial Services, LLC | 4 | $458 | 0.00% | +4 | New |
| HM Payson & Co | 4 | $523 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $652 | 0.00% | +5 | New |
| Voisard Asset Management Group, Inc. | 5 | $653 | 0.00% | +5 | New |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $1.31K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $1.70K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $1.70K | 0.00% | +1+8.3% | Added |
| JDM Financial Group LLC | 13 | $1.70K | 0.00% | +13 | New |
| Anchor Investment Management, LLC | 15 | $1.96K | 0.00% | +15 | New |
| Westside Investment Management, Inc. | 18 | $2.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $2.22K | 0.00% | −844−98.0% | Reduced |
| Proequities, Inc. | 25 | $3.26K | 0.00% | −71−74.0% | Reduced |
| Global Wealth Strategies & Associates | 25 | $3.27K | 0.00% | +25 | New |
| Tucker Asset Management LLC | 26 | $3.40K | 0.00% | −4−13.3% | Reduced |
| VitalStone Financial, LLC | 26 | $3.40K | 0.00% | +26 | New |
| FWL Investment Management, LLC | 29 | $3.79K | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 30 | $3.92K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 34 | $4.44K | 0.00% | +34 | New |
| PFS Partners, LLC | 35 | $4.57K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 36 | $4.70K | 0.00% | +36 | New |
| Stephens Consulting, LLC | 40 | $5.22K | 0.00% | −19−32.2% | Reduced |
| Activest Wealth Management | 42 | $5.50K | 0.00% | +42 | New |
| Redmont Wealth Advisors LLC | 44 | $5.75K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $6.01K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 47 | $6.14K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 47 | $6.14K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 42 | $6.32K | 0.00% | +37+740.0% | Added |
| Private Wealth Management Group, LLC | 51 | $6.66K | 0.00% | −2−3.8% | Reduced |
| Bellevue Asset Management, LLC | 53 | $6.92K | 0.00% | −7−11.7% | Reduced |
| Baldwin Brothers Inc | 61 | $7.96K | 0.00% | +51+510.0% | Added |
| Salem Investment Counselors Inc | 61 | $7.97K | 0.00% | +10+19.6% | Added |
| Highline Wealth Partners LLC | 63 | $8.23K | 0.00% | +37+142.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $8.36K | 0.00% | +23+56.1% | Added |
| Insight Financial Services | 65 | $8.49K | 0.01% | +40+160.0% | Added |
| Fairman Group, LLC | 66 | $8.62K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 66 | $8.62K | 0.01% | +22+50.0% | Added |
| Penserra Capital Management LLC | 75 | $9.00K | 0.00% | −8,352−99.1% | Reduced |
| Financial Management Professionals, Inc. | 69 | $9.00K | 0.00% | +12+21.1% | Added |
| Wolff Wiese Magana LLC | 77 | $10.1K | 0.01% | +26+51.0% | Added |
| Empirical Asset Management, LLC | 10,331 | $10.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 80 | $10.6K | 0.00% | +9+12.7% | Added |
| Christopher J. Hasenberg, Inc | 93 | $12.2K | 0.01% | +93 | New |
| Venturi Wealth Management, LLC | 94 | $12.3K | 0.00% | +94 | New |
| Global Trust Asset Management, LLC | 100 | $13.1K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 108 | $14.2K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 109 | $14.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 114 | $14.9K | 0.00% | +4+3.6% | Added |
| BOK Financial Private Wealth, Inc. | 116 | $15.1K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 116 | $15.2K | 0.00% | +116 | New |
| Grove Bank & Trust | 119 | $15.5K | 0.00% | +35+41.7% | Added |
| Atticus Wealth Management, LLC | 133 | $17.4K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 134 | $17.5K | 0.01% | +134 | New |
| Elequin Capital LP | 152 | $19.8K | 0.00% | +152 | New |
| Capital Advisors, Ltd. LLC | 156 | $20.0K | 0.00% | +81+108.0% | Added |
| Crewe Advisors LLC | 153 | $20.0K | 0.00% | +28+22.4% | Added |
| Abound Wealth Management | 164 | $21.4K | 0.01% | +164 | New |
| Pacific Capital Wealth Advisors, Inc | 167 | $21.8K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 178 | $23.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 181 | $23.6K | 0.00% | +162+852.6% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 185 | $24.0K | 0.01% | +25+15.6% | Added |
| Pathway Financial Advisers, LLC | 186 | $24.3K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 188 | $24.5K | 0.00% | +116+161.1% | Added |
| Meeder Asset Management Inc | 192 | $25.1K | 0.00% | −7−3.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 200 | $26.1K | 0.00% | +200 | New |
| Quent Capital, LLC | 214 | $28.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 215 | $28.1K | 0.00% | +151+235.9% | Added |
| Compass Wealth Management LLC | 228 | $29.8K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 230 | $30.1K | 0.02% | +125+119.0% | Added |
| Talon Private Wealth, LLC | 231 | $30.2K | 0.01% | +231 | New |
| Raleigh Capital Management Inc. | 235 | $30.7K | 0.01% | +85+56.7% | Added |
| ORG Wealth Partners, LLC | 236 | $30.8K | 0.01% | +236 | New |
| Quarry LP | 239 | $31.2K | 0.01% | −1,152−82.8% | Reduced |
| Naples Money Management LLC | 245 | $32.0K | 0.03% | −55−18.3% | Reduced |
| GW&K Investment Management, LLC | 243 | $32.0K | 0.00% | +116+91.3% | Added |
| Resources Management Corp | 250 | $33.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 263 | $34.3K | 0.00% | +263 | New |
| Pinnacle Bancorp, Inc. | 267 | $34.9K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 273 | $35.6K | 0.00% | +41+17.7% | Added |
| Coppell Advisory Solutions LLC | 276 | $36.5K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 285 | $37.2K | 0.03% | +12+4.4% | Added |
| Truvestments Capital LLC | 310 | $40.5K | 0.01% | +310 | New |
| CGC Financial Services, LLC | 325 | $42.4K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 326 | $42.6K | 0.01% | +240+279.1% | Added |
| Missouri Trust & Investment Co | 343 | $44.8K | 0.02% | −25−6.8% | Reduced |
| NBC Securities, Inc. | 355 | $46.0K | 0.00% | +5+1.4% | Added |
| Versant Capital Management, Inc | 353 | $46.1K | 0.01% | +100+39.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 357 | $46.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 365 | $47.7K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 382 | $49.9K | 0.03% | 00.0% | Unchanged |
