| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 48 | $29 | 0.02% | −552−92.0% | Reduced |
| Chilton Capital Management LLC | 1 | $49 | 0.00% | +1 | New |
| Tidemark, LLC | 8 | $388 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 8 | $388 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 10 | $485 | 0.00% | −459−97.9% | Reduced |
| Goodman Advisory Group, LLC | 10 | $485 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $486 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 19 | $922 | 0.00% | +19 | New |
| TD Capital Management LLC | 20 | $970 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $970 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 30 | $1.46K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 30 | $1.46K | 0.00% | 00.0% | Unchanged |
| Brown Financial Advisors | 31 | $1.50K | 0.00% | +31 | New |
| Mendota Financial Group, LLC | 34 | $1.65K | 0.00% | +34 | New |
| North Star Investment Management Corp. | 35 | $1.70K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 38 | $1.84K | 0.00% | +38 | New |
| Salomon & Ludwin, LLC | 40 | $1.94K | 0.00% | −79−66.4% | Reduced |
| Northwest Capital Management Inc | 41 | $1.99K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 45 | $2.18K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $2.43K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 50 | $2.43K | 0.00% | +50 | New |
| PFG Private Wealth Management, LLC | 52 | $2.52K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 54 | $2.60K | 0.00% | +1+1.9% | Added |
| Pacific Center for Financial Services | 59 | $2.86K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 59 | $2.86K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 61 | $2.96K | 0.00% | +61 | New |
| Sandy Spring Bank | 63 | $3.06K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 66 | $3.20K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 67 | $3.25K | 0.00% | −67−50.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 70 | $3.40K | 0.00% | +8+12.9% | Added |
| Sound Income Strategies, LLC | 71 | $3.44K | 0.00% | +43+153.6% | Added |
| MCF Advisors LLC | 76 | $3.69K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 76 | $3.69K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 79 | $3.83K | 0.00% | +79 | New |
| Capital Analysts, LLC | 77 | $4.00K | 0.00% | +21+37.5% | Added |
| Harbor Investment Advisory, LLC | 83 | $4.03K | 0.00% | −15−15.3% | Reduced |
| Tucker Asset Management LLC | 90 | $4.37K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 91 | $4.42K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 93 | $4.51K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $4.66K | 0.00% | −22−18.6% | Reduced |
| Old Point Trust & Financial Services N A | 100 | $4.85K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.85K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 100 | $4.85K | 0.00% | +100 | New |
| Robinswood Financial LLC | 100 | $4.85K | 0.00% | +100 | New |
| Winch Advisory Services, LLC | 103 | $5.00K | 0.00% | +3+3.0% | Added |
| TSFG, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 107 | $5.19K | 0.00% | +107 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 108 | $5.24K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 109 | $5.29K | 0.00% | +109 | New |
| Key Financial Inc | 115 | $5.58K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 123 | $5.97K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 138 | $6.70K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 140 | $6.79K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 146 | $7.08K | 0.00% | +146 | New |
| Carmichael Hill & Associates, Inc. | 147 | $7.13K | 0.00% | −622−80.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 149 | $7.23K | 0.00% | +25+20.2% | Added |
| Larson Financial Group LLC | 156 | $7.56K | 0.00% | −448−74.2% | Reduced |
| CoreCap Advisors, LLC | 156 | $7.57K | 0.00% | −58−27.1% | Reduced |
| Wetzel Investment Advisors, Inc. | 165 | $8.02K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 173 | $8.39K | 0.00% | +173 | New |
| HighMark Wealth Management LLC | 182 | $8.83K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 189 | $9.17K | 0.00% | +64+51.2% | Added |
| GPS Wealth Strategies Group, LLC | 194 | $9.41K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 200 | $9.70K | 0.00% | −75−27.3% | Reduced |
| Essex Investment Management Co LLC | 200 | $9.70K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $9.70K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $9.70K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 218 | $10.6K | 0.00% | −418−65.7% | Reduced |
| Raffa Wealth Management, LLC | 220 | $10.7K | 0.00% | +180+450.0% | Added |
| Creative Financial Designs Inc | 226 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 226 | $11.0K | 0.00% | +108+91.5% | Added |
| Concord Wealth Partners | 230 | $11.2K | 0.00% | −1,345−85.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 236 | $11.4K | 0.00% | +7+3.1% | Added |
| Cherry Tree Wealth Management, LLC | 242 | $11.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 256 | $12.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 263 | $12.8K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 271 | $13.1K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 282 | $13.7K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 298 | $14.5K | 0.00% | −31−9.4% | Reduced |
| Baldwin Brothers Inc | 300 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $14.6K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 315 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 293 | $15.1K | 0.00% | +51+21.1% | Added |
| Leonteq Securities AG | 312 | $15.1K | 0.00% | −329−51.3% | Reduced |
| Family Firm, Inc. | 320 | $15.5K | 0.00% | +320 | New |
| Proequities, Inc. | 332 | $16.1K | 0.00% | −11−3.2% | Reduced |
| Princeton Global Asset Management LLC | 345 | $16.7K | 0.00% | −100−22.5% | Reduced |
| Bogart Wealth, LLC | 356 | $17.3K | 0.00% | −11−3.0% | Reduced |
| JFS Wealth Advisors, LLC | 361 | $17.5K | 0.00% | −5−1.4% | Reduced |
| Salem Investment Counselors Inc | 362 | $17.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 372 | $18.1K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 379 | $18.4K | 0.00% | +70+22.7% | Added |
| Morton Brown Family Wealth, LLC | 367 | $18.5K | 0.01% | −5−1.3% | Reduced |
| Boyd Watterson Asset Management LLC | 398 | $19.3K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 400 | $19.4K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 430 | $20.9K | 0.00% | 00.0% | Unchanged |