| MTM Investment Management, LLC | 2 | $159 | 0.00% | +2 | New |
| Main Street Group, LTD | 3 | $239 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3 | $239 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $319 | 0.00% | −7−63.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 4 | $319 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $398 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 6 | $478 | 0.00% | −102−94.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $478 | 0.00% | +6 | New |
| Colonial Trust Co | 7 | $554 | 0.00% | −3−30.0% | Reduced |
| Stephens Consulting, LLC | 8 | $638 | 0.00% | +8 | New |
| Darwin Advisors, LLC | 8 | $663 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10 | $796 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $796 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $876 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $955 | 0.00% | +1+9.1% | Added |
| Operose Advisors LLC | 13 | $1.03K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 14 | $1.11K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 14 | $1.11K | 0.00% | +14 | New |
| Binnacle Investments Inc | 14 | $1.11K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 14 | $1.13K | 0.00% | −52−78.8% | Reduced |
| Garde Capital, Inc. | 15 | $1.20K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 16 | $1.27K | 0.00% | −5−23.8% | Reduced |
| WFA Asset Management Corp | 30 | $1.46K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $1.51K | 0.00% | −186−90.7% | Reduced |
| Morton Brown Family Wealth, LLC | 20 | $1.59K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.59K | 0.00% | +15+300.0% | Added |
| Caldwell Sutter Capital, Inc. | 20 | $1.59K | 0.00% | +20 | New |
| Lummis Asset Management, LP | 21 | $1.67K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $1.67K | 0.00% | +12+133.3% | Added |
| Rialto Wealth Management, LLC | 22 | $1.75K | 0.00% | +12+120.0% | Added |
| Hughes Financial Services, LLC | 20 | $1.78K | 0.00% | −2−9.1% | Reduced |
| Parkworth Wealth Management, Inc. | 24 | $1.91K | 0.00% | +11+84.6% | Added |
| Prestige Wealth Management Group LLC | 24 | $1.91K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $1.99K | 0.00% | −20−44.4% | Reduced |
| Wolff Wiese Magana LLC | 25 | $1.99K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 25 | $1.99K | 0.00% | +17+212.5% | Added |
| Penserra Capital Management LLC | 30 | $2.00K | 0.00% | −16,635−99.8% | Reduced |
| Valued Wealth Advisors LLC | 27 | $2.15K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 30 | $2.39K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 32 | $2.55K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 35 | $2.79K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 37 | $2.95K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 45 | $3.00K | 0.00% | −8−15.1% | Reduced |
| Capital Advisors, Ltd. LLC | 38 | $3.00K | 0.00% | −12−24.0% | Reduced |
| ORG Partners LLC | 38 | $3.04K | 0.00% | −79−67.5% | Reduced |
| Robinson Value Management, Ltd. | 39 | $3.11K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 40 | $3.19K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 42 | $3.35K | 0.00% | −29−40.8% | Reduced |
| Park Place Capital Corp | 42 | $3.36K | 0.00% | +29+223.1% | Added |
| Harbor Investment Advisory, LLC | 44 | $3.50K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 45 | $3.58K | 0.00% | +45 | New |
| Decker Retirement Planning Inc. | 49 | $3.90K | 0.00% | −25,713−99.8% | Reduced |
| Abound Wealth Management | 50 | $3.98K | 0.00% | +7+16.3% | Added |
| Kessler Investment Group, LLC | 51 | $4.06K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 51 | $4.06K | 0.00% | +28+121.7% | Added |
| GFG Capital, LLC | 52 | $4.14K | 0.00% | +52 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $4.22K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 55 | $4.38K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 55 | $4.38K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 56 | $4.46K | 0.00% | +56 | New |
| Cedar Mountain Advisors, LLC | 57 | $4.54K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 58 | $4.62K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 58 | $4.71K | 0.00% | +35+152.2% | Added |
| Pandora Wealth, Inc. | 60 | $4.78K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 121 | $4.99K | 0.06% | −200−62.3% | Reduced |
| Cape Investment Advisory, Inc. | 66 | $5.26K | 0.00% | −1−1.5% | Reduced |
| High Note Wealth, LLC | 68 | $5.42K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 70 | $5.58K | 0.00% | −8−10.3% | Reduced |
| Howard Hughes Medical Institute | 71 | $5.65K | 0.00% | +71 | New |
| Winthrop Capital Management, LLC | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 77 | $6.13K | 0.00% | +77 | New |
| UMA Financial Services, Inc. | 81 | $6.45K | 0.00% | +19+30.6% | Added |
| Legend Financial Advisors, Inc. | 83 | $6.61K | 0.00% | +83 | New |
| Wood Tarver Financial Group, LLC | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 89 | $7.09K | 0.00% | +31+53.4% | Added |
| Atlantic Trust, LLC | 91 | $7.25K | 0.00% | −77−45.8% | Reduced |
| BNP Paribas | 92 | $7.33K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 99 | $7.88K | 0.00% | +49+98.0% | Added |
| Fortis Group Advisors, LLC | 100 | $7.96K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 100 | $7.96K | 0.02% | 00.0% | Unchanged |
| Syntax Research, Inc. | 100 | $7.96K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $7.96K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 100 | $7.96K | 0.00% | +87+669.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $7.96K | 0.00% | +100 | New |
| Vermillion & White Wealth Management Group, LLC | 110 | $8.76K | 0.01% | +60+120.0% | Added |
| Salem Investment Counselors Inc | 115 | $9.16K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 122 | $9.71K | 0.01% | +52+74.3% | Added |
| Newbridge Financial Services Group, Inc. | 123 | $9.79K | 0.00% | +100+434.8% | Added |
| CBIZ Investment Advisory Services, LLC | 124 | $9.87K | 0.00% | +17+15.9% | Added |
| Tidemark, LLC | 125 | $9.95K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 138 | $11.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 139 | $11.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 139 | $11.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 142 | $11.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 144 | $11.5K | 0.00% | −491−77.3% | Reduced |
| Bruce G. Allen Investments, LLC | 145 | $11.5K | 0.01% | +80+123.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 150 | $11.9K | 0.00% | +2+1.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 122 | $12.0K | 0.00% | +122 | New |
| Brown Brothers Harriman & Co | 154 | $12.3K | 0.00% | +154 | New |
| 1620 Investment Advisors, Inc. | 157 | $12.5K | 0.01% | 00.0% | Unchanged |