| Horan Securities, Inc. | 103 | $21.3K | 0.01% | +1+1.0% | Added |
| McMillion Capital Management Inc | 102 | $21.1K | 0.02% | +102 | New |
| Stone House Investment Management, LLC | 100 | $20.7K | 0.01% | −100−50.0% | Reduced |
| MV Capital Management, Inc. | 100 | $20.7K | 0.00% | +14+16.3% | Added |
| SRS Capital Advisors, Inc. | 100 | $20.7K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $20.6K | 0.01% | +100 | New |
| Ancora Advisors, LLC | 99 | $20.5K | 0.00% | −50−33.6% | Reduced |
| JFS Wealth Advisors, LLC | 95 | $19.7K | 0.00% | +32+50.8% | Added |
| Arlington Partners LLC | 95 | $19.7K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 90 | $18.7K | 0.00% | +77+592.3% | Added |
| NewSquare Capital LLC | 88 | $18.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 88 | $18.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 88 | $18.2K | 0.00% | +39+79.6% | Added |
| Prestige Wealth Management Group LLC | 87 | $18.0K | 0.00% | +3+3.6% | Added |
| South State Corp. | 86 | $17.8K | 0.00% | −15−14.9% | Reduced |
| Jones Financial Companies LLLP | 80 | $16.6K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 78 | $16.2K | 0.01% | +72+1,200.0% | Added |
| Cornerstone Planning Group LLC | 77 | $16.0K | 0.01% | +77 | New |
| Tyler-Stone Wealth Management | 76 | $16.0K | 0.01% | +76 | New |
| Northwest Capital Management Inc | 75 | $15.5K | 0.01% | +75 | New |
| Slocum, Gordon & Co LLP | 73 | $15.1K | 0.01% | +73 | New |
| Founders Capital Management | 71 | $14.7K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 70 | $14.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 69 | $14.3K | 0.00% | +48+228.6% | Added |
| Washington Trust Advisors, Inc. | 68 | $14.1K | 0.00% | −69−50.4% | Reduced |
| Pinnacle Bancorp, Inc. | 66 | $13.7K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 66 | $13.7K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 65 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 62 | $13.0K | 0.00% | +7+12.7% | Added |
| TSFG, LLC | 61 | $13.0K | 0.00% | +11+22.0% | Added |
| Cypress Capital Management LLC (WY) | 61 | $12.6K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $11.8K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 207 | $11.7K | 0.05% | +3+1.5% | Added |
| Investors Research Corp | 56 | $11.6K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 55 | $11.4K | 0.01% | +10+22.2% | Added |
| Byrne Asset Management LLC | 54 | $11.0K | 0.01% | +18+50.0% | Added |
| Financial Freedom, LLC | 53 | $10.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $10.6K | 0.00% | −4−7.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 51 | $10.6K | 0.01% | +51 | New |
| Acima Private Wealth, LLC | 50 | $10.4K | 0.00% | −27−35.1% | Reduced |
| WealthPlan Investment Management, LLC | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 43 | $8.91K | 0.00% | +43 | New |
| RFP Financial Group LLC | 40 | $8.29K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 40 | $8.21K | 0.01% | +40 | New |
| Stuart Chaussee & Associates, Inc. | 38 | $7.87K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 38 | $7.87K | 0.00% | +20+111.1% | Added |
| Halpern Financial, Inc. | 38 | $7.87K | 0.00% | +38 | New |
| Oakworth Capital, Inc. | 35 | $7.25K | 0.00% | −47−57.3% | Reduced |
| Archer Investment Corp | 35 | $7.25K | 0.00% | +35 | New |
| Abound Wealth Management | 34 | $7.06K | 0.00% | +6+21.4% | Added |
| HighMark Wealth Management LLC | 34 | $7.04K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $7.04K | 0.00% | +1+3.0% | Added |
| Sound Income Strategies, LLC | 33 | $6.75K | 0.00% | −36−52.2% | Reduced |
| Atticus Wealth Management, LLC | 32 | $6.63K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 32 | $6.63K | 0.00% | +32 | New |
| Asset Dedication, LLC | 29 | $6.00K | 0.00% | +5+20.8% | Added |
| Versant Capital Management, Inc | 26 | $5.39K | 0.00% | −13−33.3% | Reduced |
| Sutton Wealth Advisors Inc. | 26 | $5.39K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 26 | $5.39K | 0.00% | +26 | New |
| Kozak & Associates, Inc. | 25 | $5.19K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 25 | $5.18K | 0.00% | −35−58.3% | Reduced |
| First Command Bank | 25 | $5.18K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 25 | $5.18K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 25 | $5.18K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 19 | $4.00K | 0.00% | +19 | New |
| Disciplined Investments, LLC | 18 | $3.73K | 0.00% | +6+50.0% | Added |
| Exchange Traded Concepts, LLC | 17 | $3.52K | 0.00% | +4+30.8% | Added |
| Focused Wealth Management, Inc | 17 | $3.48K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 16 | $3.31K | 0.00% | +16 | New |
| Trifecta Capital Advisors, LLC | 15 | $3.11K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $3.00K | 0.00% | +13+144.4% | Added |
| Impact Partnership Wealth, LLC | 13 | $2.69K | 0.00% | +13 | New |
| Moisand Fitzgerald Tamayo, LLC | 12 | $2.49K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $2.13K | 0.00% | −3−23.1% | Reduced |
| Retirement Group, LLC | 10 | $2.07K | 0.00% | −50−83.3% | Reduced |
| SJS Investment Consulting Inc. | 10 | $2.07K | 0.00% | +8+400.0% | Added |
| Ogorek Anthony Joseph | 12 | $2.00K | 0.00% | +12 | New |
| Winch Advisory Services, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.86K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6 | $1.24K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 6 | $1.24K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $1.04K | 0.00% | +5 | New |
| Ritter Daniher Financial Advisory LLC | 4 | $829 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $829 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $622 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $622 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $431 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1 | $217 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 121,531 | $48 | 0.01% | +121,531 | New |
| Silicon Valley Capital Partners | 0 | $13 | 0.00% | 0 | New |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −614,741−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −302,368−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −193,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −104,684−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −79,000−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −55,672−100.0% | Sold out |
| Taurus Asset Management, LLC | 0 | $0 | 0.00% | −42,177−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −35,757−100.0% | Sold out |