| Pittenger & Anderson Inc | 1 | $83 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $243 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $249 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 3 | $249 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $332 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 5 | $414 | 0.00% | +5 | New |
| True Wealth Design, LLC | 5 | $414 | 0.00% | +5 | New |
| Crewe Advisors LLC | 6 | $497 | 0.00% | −91−93.8% | Reduced |
| St Germain D J Co Inc | 6,402 | $531 | 0.00% | +110+1.7% | Added |
| PSI Advisors, LLC | 8 | $663 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 9 | $746 | 0.00% | +9 | New |
| Longfellow Investment Management Co LLC | 9 | $765 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 10 | $829 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12 | $995 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 12 | $995 | 0.00% | +12 | New |
| Lazard Asset Management LLC | 16 | $1.00K | 0.00% | −46−74.2% | Reduced |
| American National Bank | 10 | $1.00K | 0.00% | −10−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $1.00K | 0.00% | −5−41.7% | Reduced |
| Sierra Capital LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 14 | $1.16K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $1.33K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 20 | $1.66K | 0.00% | +20 | New |
| My Personal CFO, LLC | 20 | $1.66K | 0.00% | +20 | New |
| TSFG, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 26 | $2.15K | 0.00% | +26 | New |
| Abound Wealth Management | 28 | $2.32K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 83 | $2.41K | 0.03% | −414−83.3% | Reduced |
| West Paces Advisors Inc. | 32 | $2.65K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 32 | $2.65K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 32 | $2.69K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 34 | $2.81K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $2.89K | 0.00% | +6+20.7% | Added |
| Hollencrest Capital Management | 36 | $2.98K | 0.00% | +36 | New |
| Semmax Financial Advisors Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 38 | $3.15K | 0.00% | −83−68.6% | Reduced |
| Robbins Farley LLC | 40 | $3.32K | 0.00% | +40 | New |
| Schubert & Co | 41 | $3.40K | 0.00% | +2+5.1% | Added |
| Missouri Trust & Investment Co | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $4.00K | 0.00% | −12−19.4% | Reduced |
| JDM Financial Group LLC | 50 | $4.14K | 0.00% | +50 | New |
| Aspire Private Capital, LLC | 59 | $4.89K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60 | $4.97K | 0.00% | −692−92.0% | Reduced |
| Bangor Savings Bank | 55 | $5.00K | 0.00% | +55 | New |
| Blue Bell Private Wealth Management, LLC | 62 | $5.14K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 70 | $5.83K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 75 | $6.22K | 0.00% | +75 | New |
| Rational Advisors LLC | 90 | $7.46K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 90 | $7.46K | 0.00% | +44+95.7% | Added |
| Raffa Wealth Management, LLC | 93 | $7.71K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 100 | $8.29K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $8.29K | 0.00% | +100 | New |
| Harbour Investments, Inc. | 101 | $8.37K | 0.00% | +9+9.8% | Added |
| Financial Freedom, LLC | 103 | $8.53K | 0.01% | +103 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 108 | $9.00K | 0.00% | +10+10.2% | Added |
| Earnest Partners LLC | 112 | $9.28K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 112 | $9.28K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 114 | $9.45K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 114 | $9.45K | 0.00% | +21+22.6% | Added |
| Winch Advisory Services, LLC | 115 | $10.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 119 | $10.0K | 0.00% | +119 | New |
| JFS Wealth Advisors, LLC | 128 | $10.6K | 0.00% | −19−12.9% | Reduced |
| Bogart Wealth, LLC | 128 | $10.6K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 133 | $11.0K | 0.00% | +133 | New |
| Cassady Schiller Wealth Management, LLC | 136 | $11.3K | 0.01% | +136 | New |
| Prestige Wealth Management Group LLC | 144 | $12.0K | 0.00% | −17−10.6% | Reduced |
| EverSource Wealth Advisors, LLC | 151 | $12.5K | 0.00% | −42−21.8% | Reduced |
| Harvest Fund Management Co., Ltd | 161 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 160 | $13.3K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 163 | $13.6K | 0.00% | +163 | New |
| Valley National Advisers Inc | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $16.6K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $16.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 200 | $16.6K | 0.00% | +19+10.5% | Added |
| Tanglewood Legacy Advisors, LLC | 200 | $16.6K | 0.01% | +200 | New |
| Tyler-Stone Wealth Management | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 208 | $17.5K | 0.01% | +208 | New |
| Sugarloaf Wealth Management, LLC | 212 | $17.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 218 | $18.0K | 0.00% | −35−13.8% | Reduced |
| Assetmark, Inc | 224 | $18.6K | 0.00% | −55−19.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 226 | $18.7K | 0.00% | +206+1,030.0% | Added |
| Ogorek Anthony Joseph | 240 | $19.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 235 | $19.5K | 0.01% | +34+16.9% | Added |
| Norway Savings Bank | 237 | $19.6K | 0.01% | +55+30.2% | Added |
| Fiduciary Alliance LLC | 244 | $20.2K | 0.01% | +244 | New |
| JNBA Financial Advisors | 250 | $20.7K | 0.00% | −125−33.3% | Reduced |
| Grove Bank & Trust | 264 | $22.0K | 0.00% | +264 | New |
| DB Wealth Management Group, LLC | 266 | $22.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 317 | $22.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 278 | $23.0K | 0.02% | +55+24.7% | Added |
| Bell Investment Advisors, Inc | 285 | $23.6K | 0.01% | +27+10.5% | Added |
| Focused Wealth Management, Inc | 291 | $24.2K | 0.00% | +1+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 300 | $24.9K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 303 | $25.1K | 0.00% | +303 | New |
| Versant Capital Management, Inc | 304 | $25.2K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 319 | $26.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 324 | $26.9K | 0.00% | 00.0% | Unchanged |