| JJJ Advisors Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Joseph Group Capital Management | 3 | $1.00K | 0.00% | +3 | New |
| McDonald Partners LLC | 3 | $1.06K | 0.00% | −13,802−100.0% | Reduced |
| Absolute Capital Management, LLC | 3 | $1.06K | 0.00% | +3 | New |
| Ahrens Investment Partners LLC | 6 | $2.00K | 0.00% | +6 | New |
| TSFG, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Morton Brown Family Wealth, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 6 | $2.11K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9 | $3.00K | 0.00% | +9 | New |
| Manchester Capital Management LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $4.00K | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 12 | $4.22K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 14 | $5.00K | 0.00% | +14 | New |
| James Reed Financial Services, Inc. | 15 | $5.00K | 0.00% | +15 | New |
| Raleigh Capital Management Inc. | 15 | $5.00K | 0.01% | +15 | New |
| Freedman Financial Associates, Inc. | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 18 | $6.00K | 0.00% | +18 | New |
| Schubert & Co | 16 | $6.00K | 0.01% | +16 | New |
| Rise Advisors, LLC | 19 | $6.76K | 0.01% | +19 | New |
| HighMark Wealth Management LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 21 | $7.00K | 0.00% | +21 | New |
| Winch Advisory Services, LLC | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 24 | $8.00K | 0.00% | +24 | New |
| Tucker Asset Management LLC | 23 | $8.06K | 0.00% | +23 | New |
| Hoese & Co LLP | 26 | $9.00K | 0.01% | +26 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 25 | $9.00K | 0.00% | +25 | New |
| Ellis Investment Partners, LLC | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 28 | $10.0K | 0.00% | +19+211.1% | Added |
| Sierra Capital LLC | 27 | $10.0K | 0.00% | +27 | New |
| Johnson Financial Group, Inc. | 32 | $11.0K | 0.00% | −2,400−98.7% | Reduced |
| Tortoise Investment Management, LLC | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 30 | $11.0K | 0.01% | +1+3.4% | Added |
| Country Trust Bank | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $12.0K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 36 | $13.0K | 0.00% | −24−40.0% | Reduced |
| Lenox Wealth Advisors, LLC | 36 | $13.0K | 0.00% | +9+33.3% | Added |
| Signet Financial Management, LLC | 43 | $15.0K | 0.00% | +43 | New |
| Westchester Capital Management, Inc. | 45 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $16.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 47 | $16.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 48 | $17.0K | 0.00% | −150−75.8% | Reduced |
| Carolinas Wealth Consulting LLC | 51 | $18.0K | 0.00% | +11+27.5% | Added |
| FinTrust Capital Advisors, LLC | 53 | $19.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 54 | $19.0K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 72 | $19.0K | 0.01% | +72 | New |
| Raffa Wealth Management, LLC | 57 | $20.1K | 0.01% | +15+35.7% | Added |
| Stephens Consulting, LLC | 57 | $20.1K | 0.02% | +57 | New |
| IAG Wealth Partners, LLC | 60 | $21.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 60 | $21.0K | 0.01% | +60 | New |
| Curi Capital | 65 | $22.0K | 0.00% | +65 | New |
| RPg Family Wealth Advisory, LLC | 63 | $22.2K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 65 | $23.0K | 0.00% | +65 | New |
| High Net Worth Advisory Group LLC | 66 | $23.0K | 0.01% | +66 | New |
| Financial Avengers, Inc. | 70 | $24.0K | 0.01% | +1+1.4% | Added |
| Valley National Advisers Inc | 69 | $24.0K | 0.00% | +11+19.0% | Added |
| Bell Investment Advisors, Inc | 70 | $25.0K | 0.01% | −21−23.1% | Reduced |
| Motco | 72 | $25.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 72 | $25.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 71 | $25.0K | 0.00% | +11+18.3% | Added |
| Bedel Financial Consulting, Inc. | 72 | $25.0K | 0.01% | +12+20.0% | Added |
| Amplius Wealth Advisors, LLC | 72 | $25.0K | 0.00% | +72 | New |
| Sound Income Strategies, LLC | 75 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 78 | $27.0K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 78 | $27.0K | 0.01% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 78 | $27.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 77 | $27.0K | 0.00% | +43+126.5% | Added |
| Concord Wealth Partners | 76 | $27.0K | 0.01% | +44+137.5% | Added |
| Kings Point Capital Management | 76 | $27.0K | 0.00% | +76 | New |
| Lloyd Advisory Services, LLC. | 80 | $28.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 81 | $28.5K | 0.00% | −100−55.2% | Reduced |
| BerganKDV Wealth Management, LLC | 82 | $29.0K | 0.00% | +1+1.2% | Added |
| Sutton Wealth Advisors Inc. | 88 | $31.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 87 | $31.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 89 | $31.0K | 0.02% | +89 | New |
| Adirondack Trust Co | 90 | $32.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 99 | $35.0K | 0.01% | +99 | New |
| Sterling Investment Advisors, Ltd. | 106 | $37.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 105 | $37.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 105 | $37.0K | 0.01% | 00.0% | Unchanged |
| Bray Capital Advisors | 105 | $37.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 114 | $40.0K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 114 | $40.1K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 114 | $40.1K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 117 | $41.0K | 0.01% | −129−52.4% | Reduced |
| GeoWealth Management, LLC | 119 | $41.0K | 0.00% | +119 | New |
| DB Fitzpatrick & Co, Inc | 117 | $41.0K | 0.04% | +117 | New |
| Field & Main Bank | 120 | $42.0K | 0.02% | −75−38.5% | Reduced |
| O'Dell Group, LLC | 120 | $42.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 126 | $44.0K | 0.01% | +126 | New |