| Pinnacle Bancorp, Inc. | 394 | $19.0K | 0.01% | +175+79.9% | Added |
| Cribstone Capital Management, LLC | 379 | $18.0K | 0.01% | −9,450−96.1% | Reduced |
| Kelly Lawrence W & Associates Inc | 375 | $18.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 368 | $18.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 367 | $18.0K | 0.00% | +24+7.0% | Added |
| Evolution Wealth Advisors, LLC | 343 | $17.0K | 0.00% | −585−63.0% | Reduced |
| Heritage Wealth Advisors | 350 | $16.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 325 | $16.0K | 0.00% | −49−13.1% | Reduced |
| Lee Financial Co | 341 | $16.0K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 300 | $16.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 300 | $14.0K | 0.00% | −995−76.8% | Reduced |
| Baldwin Brothers Inc | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 287 | $14.0K | 0.00% | +287 | New |
| McIlrath & Eck, LLC | 270 | $13.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 240 | $12.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 258 | $12.0K | 0.00% | +258 | New |
| Front Row Advisors LLC | 223 | $11.0K | 0.00% | +33+17.4% | Added |
| Raffa Wealth Management, LLC | 226 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $10.0K | 0.00% | −200−50.0% | Reduced |
| Ellis Investment Partners, LLC | 214 | $10.0K | 0.00% | −60−21.9% | Reduced |
| Essex Investment Management Co LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 213 | $10.0K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 210 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 191 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 184 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 190 | $9.00K | 0.00% | +190 | New |
| Endurance Wealth Management, Inc. | 157 | $8.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 160 | $8.00K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 145 | $7.31K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 152 | $7.00K | 0.00% | −139−47.8% | Reduced |
| Stonebridge Capital Advisors LLC | 145 | $7.00K | 0.00% | −38−20.8% | Reduced |
| HighMark Wealth Management LLC | 150 | $7.00K | 0.01% | −14−8.5% | Reduced |
| Winch Advisory Services, LLC | 145 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 138 | $7.00K | 0.00% | −3−2.1% | Reduced |
| Wealth Quarterback LLC | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 144 | $7.00K | 0.00% | +136+1,700.0% | Added |
| First Command Bank | 150 | $7.00K | 0.00% | +150 | New |
| First Command Financial Services, Inc. | 150 | $7.00K | 0.00% | +150 | New |
| Brewin Dolphin Ltd | 141 | $6.80K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 124 | $6.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 120 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 123 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 116 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 115 | $6.00K | 0.00% | +29+33.7% | Added |
| Plante Moran Financial Advisors, LLC | 125 | $6.00K | 0.00% | +125 | New |
| Bell Investment Advisors, Inc | 122 | $6.00K | 0.00% | +122 | New |
| Montag A & Associates Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 109 | $5.00K | 0.00% | +109 | New |
| Kowal Investment Group, LLC | 95 | $5.00K | 0.00% | +95 | New |
| Westside Investment Management, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 81 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 64 | $3.08K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 67 | $3.00K | 0.00% | −100−59.9% | Reduced |
| Albion Financial Group | 67 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 71 | $3.00K | 0.00% | +71 | New |
| Perkins Coie Trust Co | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $1.00K | 0.00% | +20 | New |
| Cordant, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Addison Advisors LLC | 18 | $1.00K | 0.00% | +18 | New |
| Gerber Kawasaki Wealth & Investment Management | 2 | – | – | +2 | New |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −99,136−100.0% | Sold out |
| Lorne Steinberg Wealth Management Inc. | 0 | $0 | 0.00% | −98,890−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −37,606−100.0% | Sold out |
| Landsberg, Bennett, & Dubbaneh LLC | 0 | $0 | 0.00% | −28,492−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −19,731−100.0% | Sold out |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −16,405−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −14,461−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −10,963−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −9,281−100.0% | Sold out |
| Analyst IMS Investment Management Services Ltd. | 0 | $0 | 0.00% | −7,663−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,249−100.0% | Sold out |
| Atlas Brown,Inc. | 0 | $0 | 0.00% | −5,162−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −4,982−100.0% | Sold out |
| swisspartners Advisors Ltd | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −4,579−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −4,768−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −4,215−100.0% | Sold out |