| Dark Forest Capital Management LP | 2 | $0 | 0.00% | −131−98.5% | Reduced |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 2 | $439 | 0.00% | – | – |
| North Star Investment Management Corp. | 5 | $1.00K | 0.00% | −70−93.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| O'Dell Group, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| Curi Capital | 8 | $1.00K | 0.00% | +8 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Widmann Financial Services, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Atlas Capital Advisors LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 7 | $2.00K | 0.00% | −100−93.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 8 | $2.00K | 0.00% | +3+60.0% | Added |
| Blue Bell Private Wealth Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Horan Securities, Inc. | 9 | $2.00K | 0.00% | +9 | New |
| McCarthy Asset Management, Inc. | 11 | $2.00K | 0.00% | +11 | New |
| Schubert & Co | 9 | $2.00K | 0.00% | +9 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 9 | $2.00K | 0.00% | +9 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Anchor Investment Management, LLC | 10 | $2.20K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 10 | $2.20K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 15 | $3.00K | 0.00% | +15 | New |
| CNB Bank | 14 | $3.00K | 0.00% | +14 | New |
| China Universal Asset Management Co., Ltd. | 15 | $3.00K | 0.00% | +15 | New |
| Annapolis Financial Services, LLC | 20 | $4.00K | 0.00% | −39−66.1% | Reduced |
| Washington Trust Co | 19 | $4.00K | 0.00% | −5−20.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 17 | $4.00K | 0.00% | +17 | New |
| Key Financial Inc | 18 | $4.00K | 0.00% | +18 | New |
| Glen Eagle Advisors, LLC | 20 | $4.39K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 21 | $4.61K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $5.00K | 0.00% | −7−22.6% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $5.00K | 0.00% | +25 | New |
| Core Alternative Capital | 22 | $5.00K | 0.00% | +22 | New |
| First Financial Corp | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 30 | $7.00K | 0.00% | +30 | New |
| Cornerstone Advisory, LLC | 34 | $7.00K | 0.00% | +34 | New |
| Ten Capital Wealth Advisors, LLC | 30 | $7.00K | 0.00% | +30 | New |
| Oakworth Capital, Inc. | 38 | $8.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 40 | $8.00K | 0.00% | +40 | New |
| West Branch Capital LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 40 | $9.00K | 0.00% | +40 | New |
| Ahrens Investment Partners LLC | 40 | $9.00K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 45 | $9.88K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 47 | $10.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $11.0K | 0.00% | −15−23.1% | Reduced |
| Optiver Holding B.V. | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 48 | $11.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 49 | $11.0K | 0.00% | +49 | New |
| IAG Wealth Partners, LLC | 50 | $11.0K | 0.00% | +50 | New |
| Lumature Wealth Partners, LLC | 55 | $12.0K | 0.00% | −35−38.9% | Reduced |
| Ahl Investment Management, Inc. | 55 | $12.0K | 0.01% | +55 | New |
| Focused Wealth Management, Inc | 58 | $13.0K | 0.00% | −15−20.5% | Reduced |
| Manchester Capital Management LLC | 58 | $13.0K | 0.00% | +4+7.4% | Added |
| Column Capital Advisors, LLC | 63 | $14.0K | 0.00% | −114−64.4% | Reduced |
| Clearview Wealth Advisors LLC | 65 | $14.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 62 | $14.0K | 0.01% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 70 | $15.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 69 | $15.2K | 0.00% | +69 | New |
| Kelly Financial Services LLC | 72 | $15.8K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 75 | $16.0K | 0.01% | −25−25.0% | Reduced |
| Baldwin Brothers Inc | 75 | $16.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 73 | $16.0K | 0.00% | +48+192.0% | Added |
| City State Bank | 75 | $16.0K | 0.01% | +75 | New |
| Capital Analysts, LLC | 77 | $17.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 78 | $17.0K | 0.01% | +50+178.6% | Added |
| Sutton Wealth Advisors Inc. | 80 | $17.6K | 0.01% | +29+56.9% | Added |
| Central Bank & Trust Co | 80 | $18.0K | 0.00% | −1,244−94.0% | Reduced |
| First Command Bank | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 81 | $18.0K | 0.00% | +13+19.1% | Added |
| Bell Investment Advisors, Inc | 80 | $18.0K | 0.00% | +70+700.0% | Added |
| Selective Wealth Management, Inc. | 90 | $20.0K | 0.01% | −100−52.6% | Reduced |
| Hantz Financial Services, Inc. | 91 | $20.0K | 0.00% | −9−9.0% | Reduced |
| MV Capital Management, Inc. | 92 | $20.0K | 0.00% | +6+7.0% | Added |
| Chilton Capital Management LLC | 89 | $20.0K | 0.00% | +89 | New |
| Quent Capital, LLC | 92 | $20.0K | 0.00% | +92 | New |
| Lee Financial Co | 95 | $21.0K | 0.00% | +89+1,483.3% | Added |
| Antonetti Capital Management LLC | 100 | $22.0K | 0.02% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 100 | $22.0K | 0.02% | 00.0% | Unchanged |