| Capstone Investment Advisors, LLC | 1 | $0 | 0.00% | −12,059−100.0% | Reduced |
| Private Ocean, LLC | 1 | $0 | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $521 | 0.00% | – | – |
| North Star Investment Management Corp. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| Tradewinds Capital Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Cribstone Capital Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Rise Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| GoalVest Advisory LLC | 3 | $1.00K | 0.00% | +3 | New |
| Lee Financial Co | 6 | $2.00K | 0.00% | −89−93.7% | Reduced |
| Sandy Spring Bank | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | +6+200.0% | Added |
| Sound Income Strategies, LLC | 8 | $2.00K | 0.00% | +2+33.3% | Added |
| O'Dell Group, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 7 | $2.00K | 0.00% | +7 | New |
| Laffer Tengler Investments | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $3.00K | 0.00% | +4+44.4% | Added |
| HM Payson & Co | 12 | $3.00K | 0.00% | +12 | New |
| Hoey Investments, Inc | 13 | $3.00K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Oliver Lagore Vanvalin Investment Group | 12 | $3.00K | 0.00% | +12 | New |
| Semmax Financial Advisors Inc. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 17 | $4.00K | 0.00% | +9+112.5% | Added |
| Retirement Group, LLC | 16 | $4.00K | 0.00% | +12+300.0% | Added |
| Atticus Wealth Management, LLC | 17 | $4.00K | 0.00% | +17 | New |
| Disciplined Investments, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Carmichael Hill & Associates, Inc. | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 19 | $5.00K | 0.00% | +17+850.0% | Added |
| GW&K Investment Management, LLC | 18 | $5.00K | 0.00% | +18 | New |
| SRS Capital Advisors, Inc. | 22 | $6.00K | 0.00% | −28−56.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 24 | $6.00K | 0.00% | +24 | New |
| Cordant, Inc. | 23 | $6.00K | 0.00% | +23 | New |
| Lumature Wealth Partners, LLC | 28 | $7.00K | 0.00% | −27−49.1% | Reduced |
| First Financial Corp | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 28 | $7.31K | 0.00% | +7+33.3% | Added |
| Coastal Capital Group, Inc. | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 36 | $9.00K | 0.00% | −56−60.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $9.00K | 0.00% | +26+260.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 40 | $10.0K | 0.00% | −58−59.2% | Reduced |
| Northwest Investment Counselors, LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 39 | $10.0K | 0.00% | +37+1,850.0% | Added |
| Rock Creek Group, LP | 44 | $11.0K | 0.00% | −3,264−98.7% | Reduced |
| Raffa Wealth Management, LLC | 45 | $11.7K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 50 | $13.0K | 0.01% | −15−23.1% | Reduced |
| IAG Wealth Partners, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 48 | $13.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 48 | $13.0K | 0.00% | +26+118.2% | Added |
| American National Bank | 49 | $13.0K | 0.00% | +38+345.5% | Added |
| Rockbridge Investment Management, LCC | 50 | $13.3K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 57 | $15.0K | 0.00% | −6−9.5% | Reduced |
| Manchester Capital Management LLC | 58 | $15.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 58 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 60 | $16.0K | 0.01% | −194−76.4% | Reduced |
| Atlantic Trust, LLC | 67 | $17.0K | 0.01% | +67 | New |
| Sierra Capital LLC | 69 | $18.0K | 0.00% | −29−29.6% | Reduced |
| Danda Trouve Investment Management, Inc. | 70 | $18.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 69 | $18.0K | 0.01% | +22+46.8% | Added |
| Estabrook Capital Management | 69 | $18.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 72 | $18.8K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 77 | $20.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 75 | $20.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 75 | $20.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 75 | $20.0K | 0.01% | +75 | New |
| Sutton Wealth Advisors Inc. | 87 | $22.7K | 0.01% | +7+8.8% | Added |
| DB Wealth Management Group, LLC | 89 | $23.0K | 0.01% | +89 | New |
| Monolith Advisors | 110 | $24.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 100 | $26.0K | 0.01% | +10+11.1% | Added |
| First Command Bank | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 107 | $27.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 111 | $29.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 120 | $31.0K | 0.00% | −39−24.5% | Reduced |
| Seldon Capital LP | 120 | $31.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 122 | $32.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 121 | $32.0K | 0.02% | 00.0% | Unchanged |