| Bellwether Advisors, LLC | 4 | $0 | 0.00% | −40−90.9% | Reduced |
| First Command Advisory Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| Old North State Trust, LLC | 3 | $489 | 0.45% | 00.0% | Unchanged |
| Insight Financial Services | 12 | $1.00K | 0.00% | −128−91.4% | Reduced |
| Guardian Wealth Management, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 6 | $1.00K | 0.00% | +1+20.0% | Added |
| PFS Partners, LLC | 12 | $1.82K | 0.00% | +12 | New |
| Berkshire Capital Holdings Inc | 10 | $2.00K | 0.00% | −71,370−100.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 431 | $2.00K | 0.03% | +240+125.7% | Added |
| Coston, McIsaac & Partners | 16 | $2.00K | 0.00% | +16 | New |
| Goodwin Investment Advisory | 18 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 23 | $3.00K | 0.00% | −31−57.4% | Reduced |
| St. Johns Investment Management Company, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Insight Inv LLC | 20 | $3.00K | 0.00% | +20 | New |
| Ravenstone Capital Management Inc. | 20 | $3.03K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 28 | $4.00K | 0.00% | +28 | New |
| USA Financial Portformulas Corp | 32 | $5.00K | 0.01% | +3+10.3% | Added |
| Horan Securities, Inc. | 33 | $5.00K | 0.00% | +3+10.0% | Added |
| Baldrige Asset Management LLC | 40 | $6.00K | 0.00% | −108−73.0% | Reduced |
| Financial Connections Group, Inc. | 44 | $6.00K | 0.01% | −18−29.0% | Reduced |
| Perkins Coie Trust Co | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 35 | $6.00K | 0.00% | +3+9.4% | Added |
| Halpern Financial, Inc. | 42 | $6.37K | 0.00% | +42 | New |
| Johnson Midwest Financial, LLC | 43 | $7.00K | 0.01% | +5+13.2% | Added |
| Family CFO Inc | 50 | $7.58K | 0.01% | 00.0% | Unchanged |
| Karlinski Andrew C | 50 | $8.00K | 0.01% | −332−86.9% | Reduced |
| Professional Financial Advisors, LLC | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 54 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 53 | $8.00K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 56 | $8.00K | 0.00% | +56 | New |
| Annapolis Financial Services, LLC | 61 | $9.00K | 0.00% | −28−31.5% | Reduced |
| Sawyer & Company, Inc | 62 | $9.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 61 | $9.00K | 0.00% | +61 | New |
| Riggs Asset Managment Co. Inc. | 66 | $10.0K | 0.00% | −8,580−99.2% | Reduced |
| Lumature Wealth Partners, LLC | 63 | $10.0K | 0.00% | −1,952−96.9% | Reduced |
| Cordant, Inc. | 68 | $10.0K | 0.01% | −116−63.0% | Reduced |
| FSC Wealth Advisors, LLC | 66 | $10.0K | 0.09% | +26+65.0% | Added |
| Hoese & Co LLP | 72 | $11.0K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 64 | $12.0K | 0.01% | +64 | New |
| O'Dell Group, LLC | 84 | $13.0K | 0.00% | +32+61.5% | Added |
| Schubert & Co | 101 | $15.0K | 0.01% | +42+71.2% | Added |
| Sofos Investments, Inc. | 760 | $16.0K | 0.00% | −332−30.4% | Reduced |
| Castleview Partners, LLC | 1,875 | $16.7K | 0.02% | +502+36.6% | Added |
| Stephens Consulting, LLC | 116 | $17.6K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 122 | $18.0K | 0.00% | +18+17.3% | Added |
| Bramshill Investments, LLC | 64 | $18.0K | 0.00% | +64 | New |
| WFA of San Diego, LLC | 116 | $18.0K | 0.02% | +116 | New |
| Ameliora Wealth Management Ltd. | 120 | $18.0K | 0.02% | +120 | New |
| Global Trust Asset Management, LLC | 124 | $19.0K | 0.01% | −906−88.0% | Reduced |
| PrairieView Partners, LLC | 125 | $19.0K | 0.00% | −100−44.4% | Reduced |
| Macroview Investment Management LLC | 126 | $19.0K | 0.03% | −52−29.2% | Reduced |
| Marquette Asset Management, LLC | 128 | $19.0K | 0.01% | −1−0.8% | Reduced |
| Knott David M Jr | 128 | $19.0K | 0.01% | +128 | New |
| Capital Directions Investment Advisors, LLC | 129 | $20.0K | 0.01% | +4+3.2% | Added |
| Disciplined Investments, LLC | 149 | $23.0K | 0.01% | −49−24.7% | Reduced |
| Fortis Advisors, LLC | 160 | $24.0K | 0.02% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 165 | $25.0K | 0.00% | +165 | New |
| Costello Asset Management, INC | 170 | $26.0K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 180 | $27.0K | 0.02% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 176 | $27.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 187 | $28.0K | 0.01% | −1,175−86.3% | Reduced |
| Tortoise Investment Management, LLC | 183 | $28.0K | 0.01% | +53+40.8% | Added |
| Tfo-TDC, LLC | 188 | $28.0K | 0.01% | +188 | New |
| Financial Synergies Wealth Advisors, Inc. | 186 | $28.2K | 0.00% | +186 | New |
| BOK Financial Private Wealth, Inc. | 200 | $30.0K | 0.00% | −11,443−98.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 198 | $30.0K | 0.03% | −1−0.5% | Reduced |
| Avion Wealth | 196 | $30.0K | 0.01% | +1+0.5% | Added |
| United Community Bank | 200 | $30.3K | 0.03% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 205 | $31.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 225 | $34.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 221 | $34.0K | 0.03% | +121+121.0% | Added |
| Better Money Decisions, LLC | 229 | $35.0K | 0.03% | +229 | New |
| Providence Capital Advisors, LLC | 240 | $36.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 240 | $36.0K | 0.00% | +240 | New |
| Disciplina Capital Management LLC | 238 | $36.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 256 | $39.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 260 | $39.0K | 0.01% | +25+10.6% | Added |
| Horizons Wealth Management | 220 | $41.0K | 0.03% | +220 | New |
| Graves-Light Private Wealth Management, Inc. | 277 | $42.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 278 | $42.0K | 0.03% | +71+34.3% | Added |
| Pin Oak Investment Advisors Inc | 280 | $42.0K | 0.05% | +140+100.0% | Added |
| Gould Capital, LLC | 283 | $43.0K | 0.03% | +55+24.1% | Added |
| Tradewinds Capital Management, LLC | 294 | $45.0K | 0.02% | −1,905−86.6% | Reduced |
| Peconic Partners LLC | 300 | $45.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 294 | $45.0K | 0.02% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 306 | $46.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 300 | $47.0K | 0.04% | +100+50.0% | Added |
| Pacifica Partners Inc. | 294 | $48.0K | 0.03% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 320 | $49.0K | 0.05% | 00.0% | Unchanged |
| Axim Planning & Wealth | 345 | $52.0K | 0.04% | +345 | New |
| AlphaMark Advisors, LLC | 366 | $55.0K | 0.03% | +120+48.8% | Added |
| CoreFirst Bank & Trust | 368 | $56.0K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 366 | $56.0K | 0.03% | +243+197.6% | Added |
| Rockbridge Investment Management, LCC | 376 | $57.0K | 0.01% | −304−44.7% | Reduced |
| Ogorek Anthony Joseph | 400 | $60.0K | 0.03% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $60.0K | 0.04% | +232+138.1% | Added |
| Cornerstone Management, Inc. | 400 | $60.6K | 0.02% | 00.0% | Unchanged |
