| Evermay Wealth Management LLC | 1 | $0 | 0.00% | −240−99.6% | Reduced |
| Charter Oak Capital Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4 | $1.21K | 0.00% | +4 | New |
| Geneos Wealth Management Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 7 | $2.00K | 0.00% | +1+16.7% | Added |
| Sound Income Strategies, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6 | $2.00K | 0.00% | +6 | New |
| Kowal Investment Group, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Kelly Financial Services LLC | 7 | $2.12K | 0.00% | −1,686−99.6% | Reduced |
| Raffa Wealth Management, LLC | 7 | $2.12K | 0.00% | +7 | New |
| Activest Wealth Management | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 10 | $3.00K | 0.00% | +1+11.1% | Added |
| HHM Wealth Advisors, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Gemmer Asset Management LLC | 12 | $4.00K | 0.00% | −27−69.2% | Reduced |
| McIlrath & Eck, LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 18 | $5.00K | 0.00% | +10+125.0% | Added |
| Wagner Wealth Management, LLC | 14 | $5.00K | 0.00% | +14 | New |
| Pacitti Group Inc. | 15 | $5.00K | 0.00% | +15 | New |
| Clean Yield Group | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 24 | $7.00K | 0.00% | +9+60.0% | Added |
| Parkside Financial Bank & Trust | 22 | $7.00K | 0.00% | +12+120.0% | Added |
| Belmont Capital, LLC | 23 | $7.00K | 0.01% | +23 | New |
| Howe & Rusling Inc | 28 | $8.00K | 0.00% | −10−26.3% | Reduced |
| CVA Family Office, LLC | 30 | $8.00K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 25 | $8.00K | 0.00% | +25 | New |
| Benjamin Edwards Inc | 29 | $9.00K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 29 | $9.00K | 0.00% | +26+866.7% | Added |
| Professional Financial Advisors, LLC | 32 | $10.0K | 0.01% | −1,338−97.7% | Reduced |
| Carroll Financial Associates, Inc. | 36 | $10.0K | 0.00% | +1+2.9% | Added |
| Macroview Investment Management LLC | 32 | $10.0K | 0.01% | +32 | New |
| Sterling Financial Planning, Inc. | 35 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 37 | $11.0K | 0.00% | +37 | New |
| SOA Wealth Advisors, LLC. | 40 | $12.0K | 0.00% | −110−73.3% | Reduced |
| Hexagon Capital Partners LLC | 40 | $12.0K | 0.00% | −20−33.3% | Reduced |
| Washington Trust Co | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 40 | $12.0K | 0.00% | +40 | New |
| Glen Eagle Advisors, LLC | 40 | $12.1K | 0.00% | −60−60.0% | Reduced |
| Ancora Advisors, LLC | 42 | $13.0K | 0.00% | +28+200.0% | Added |
| BerganKDV Wealth Management, LLC | 47 | $14.0K | 0.00% | +47 | New |
| Hartford Financial Management Inc. | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 51 | $15.0K | 0.00% | +51 | New |
| PrairieView Partners, LLC | 60 | $18.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 58 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $18.0K | 0.01% | +58 | New |
| Exchange Traded Concepts, LLC | 64 | $19.0K | 0.00% | −3,334−98.1% | Reduced |
| Coastal Capital Group, Inc. | 67 | $20.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 70 | $21.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 73 | $22.0K | 0.00% | +60+461.5% | Added |
| Proequities, Inc. | 75 | $23.0K | 0.00% | −37−33.0% | Reduced |
| Interactive Financial Advisors | 75 | $23.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 75 | $23.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 75 | $23.0K | 0.02% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 90 | $27.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 89 | $27.0K | 0.01% | +89 | New |
| NVWM, LLC | 92 | $28.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $30.0K | 0.01% | −100−50.0% | Reduced |
| Cordasco Financial Network | 100 | $30.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 100 | $30.0K | 0.02% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 98 | $30.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 100 | $30.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 100 | $30.0K | 0.00% | +100 | New |
| Carmichael Hill & Associates, Inc. | 105 | $32.0K | 0.02% | +20+23.5% | Added |
| Vigilant Capital Management, LLC | 110 | $33.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 110 | $33.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 100 | $35.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 117 | $35.0K | 0.01% | +117 | New |
| PSI Advisors, LLC | 115 | $35.0K | 0.02% | +115 | New |
| Prestige Wealth Management Group LLC | 119 | $36.0K | 0.01% | +100+526.3% | Added |
| Monetary Management Group Inc | 125 | $38.0K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 124 | $38.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 130 | $39.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 143 | $43.0K | 0.00% | +22+18.2% | Added |
| Sandy Spring Bank | 145 | $44.0K | 0.00% | −43−22.9% | Reduced |
| Delta Asset Management LLC | 150 | $45.0K | 0.00% | +60+66.7% | Added |
| TCI Wealth Advisors, Inc. | 152 | $46.0K | 0.01% | +152 | New |
| Corbenic Partners LLC | 173 | $52.0K | 0.01% | +31+21.8% | Added |
| GPS Wealth Strategies Group, LLC | 177 | $54.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 178 | $54.0K | 0.03% | +89+100.0% | Added |
| JJJ Advisors Inc. | 189 | $57.0K | 0.02% | +61+47.7% | Added |
| Huntington National Bank | 200 | $60.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 200 | $60.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $60.0K | 0.02% | 00.0% | Unchanged |