| Ovata Capital Management Ltd | 1 | $0 | 0.00% | −622−99.8% | Reduced |
| Cribstone Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Burleson & Company, LLC | 1 | $0 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −1,405−99.9% | Reduced |
| Karlinski Andrew C | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Bivin & Associates, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $1.64K | 0.00% | – | – |
| Icapital Wealth LLC | 4 | $1.66K | 0.00% | +4 | New |
| Manchester Capital Management LLC | 6 | $2.00K | 0.00% | −23−79.3% | Reduced |
| Missouri Trust & Investment Co | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 5 | $2.00K | 0.00% | +1+25.0% | Added |
| Financial Enhancement Group LLC | 6 | $2.00K | 0.00% | +6 | New |
| Cedar Wealth Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 8 | $3.00K | 0.00% | +8 | New |
| DeDora Capital, Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Selective Wealth Management, Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Newbridge Financial Services Group, Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Graves-Light Private Wealth Management, Inc. | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 9 | $4.00K | 0.00% | +2+28.6% | Added |
| MCF Advisors LLC | 9 | $4.00K | 0.00% | +9 | New |
| Stuart Chaussee & Associates, Inc. | 10 | $4.00K | 0.00% | +10 | New |
| Beacon Capital Management, LLC | 9 | $4.00K | 0.00% | +9 | New |
| Rockbridge Investment Management, LCC | 10 | $4.08K | 0.00% | −140−93.3% | Reduced |
| FinTrust Capital Advisors, LLC | 13 | $5.00K | 0.00% | −114−89.8% | Reduced |
| Schubert & Co | 13 | $5.00K | 0.01% | −2−13.3% | Reduced |
| Hanson & Doremus Investment Management | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $5.00K | 0.00% | +13 | New |
| Disciplined Investments, LLC | 12 | $5.00K | 0.00% | +12 | New |
| Worth Asset Management, LLC | 15 | $5.00K | 0.00% | +15 | New |
| USA Financial Portformulas Corp | 15 | $6.00K | 0.01% | −162−91.5% | Reduced |
| Gradient Investments LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 14 | $6.00K | 0.00% | +14 | New |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 17 | $7.00K | 0.00% | +17 | New |
| CFS Investment Advisory Services, LLC | 3,182,997 | $8.00K | 0.03% | +3,175,053+39,967.9% | Added |
| San Luis Wealth Advisors LLC | 16 | $8.00K | 0.00% | +16 | New |
| Acima Private Wealth, LLC | 22 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 23 | $9.00K | 0.01% | +23 | New |
| Fortis Advisors, LLC | 25 | $10.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 24 | $10.0K | 0.00% | +7+41.2% | Added |
| Sound Income Strategies, LLC | 25 | $10.0K | 0.00% | +25 | New |
| Ulland Investment Advisors, LLC | 25 | $10.0K | 0.01% | +25 | New |
| IMA Wealth, Inc. | 26 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 27 | $11.0K | 0.00% | +27 | New |
| Toth Financial Advisory Corp | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 30 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 30 | $12.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 30 | $12.0K | 0.01% | +30 | New |
| Oakworth Capital, Inc. | 31 | $13.0K | 0.00% | −237−88.4% | Reduced |
| First Financial Corp | 32 | $13.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 31 | $13.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 31 | $13.0K | 0.01% | +8+34.8% | Added |
| Crewe Advisors LLC | 34 | $14.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 34 | $14.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 35 | $14.0K | 0.00% | +15+75.0% | Added |
| Pacifica Partners Inc. | 35 | $14.0K | 0.01% | +35 | New |
| Beaird Harris Wealth Management, LLC | 36 | $15.0K | 0.01% | +36 | New |
| TCTC Holdings, LLC | 41 | $17.0K | 0.00% | −80−66.1% | Reduced |
| Hexagon Capital Partners LLC | 42 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 42 | $17.0K | 0.00% | −1−2.3% | Reduced |
| Simon Quick Advisors, LLC | 45 | $18.0K | 0.01% | +2+4.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 44 | $18.0K | 0.01% | +44 | New |
| Sierra Capital LLC | 47 | $19.0K | 0.00% | +2+4.4% | Added |
| Bellwether Advisors, LLC | 48 | $19.0K | 0.01% | +45+1,500.0% | Added |
| Westside Investment Management, Inc. | 51 | $20.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 52 | $21.0K | 0.00% | +45+642.9% | Added |
| Sit Investment Associates Inc | 54 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 57 | $23.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 57 | $23.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 57 | $23.0K | 0.01% | +57 | New |
| Baystate Wealth Management LLC | 59 | $24.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 59 | $24.2K | 0.01% | +16+37.2% | Added |
| Ayalon Holdings Ltd. | 62 | $25.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 60 | $25.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 62 | $25.0K | 0.02% | +62 | New |
| PrairieView Partners, LLC | 63 | $26.0K | 0.00% | −173−73.3% | Reduced |
| Tacita Capital Inc | 63 | $26.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 66 | $27.0K | 0.02% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 68 | $28.0K | 0.02% | +3+4.6% | Added |
| Addison Advisors LLC | 71 | $29.0K | 0.02% | +52+273.7% | Added |
| Sage Private Wealth Group, LLC | 4,570 | $29.0K | 0.03% | +60+1.3% | Added |
| American Research & Management Co. | 75 | $31.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 78 | $32.0K | 0.01% | −10−11.4% | Reduced |
| Canton Hathaway, LLC | 79 | $32.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 78 | $32.0K | 0.01% | +77+7,700.0% | Added |
| Smith Group Asset Management, LLC | 80 | $33.0K | 0.00% | −4−4.8% | Reduced |
| Kathleen S. Wright Associates Inc. | 80 | $33.0K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 84 | $34.0K | 0.01% | +84 | New |
| Seldon Capital LP | 88 | $36.0K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 87 | $36.0K | 0.01% | +1+1.2% | Added |
| Avion Wealth | 87 | $36.0K | 0.01% | +87 | New |
| Disciplina Capital Management LLC | 90 | $37.0K | 0.01% | +6+7.1% | Added |
| West Branch Capital LLC | 94 | $39.0K | 0.02% | +14+17.5% | Added |
| Rosenberg Matthew Hamilton | 94 | $39.0K | 0.01% | +64+213.3% | Added |
| Concord Wealth Partners | 97 | $40.0K | 0.01% | −12−11.0% | Reduced |
| South State Corp. | 101 | $41.0K | 0.00% | −3−2.9% | Reduced |