| Archer Investment Corp | 11 | $1.10K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 11 | $1.10K | 0.00% | +11 | New |
| Boyd Watterson Asset Management LLC | 11 | $1.10K | 0.00% | +11 | New |
| Accel Wealth Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 13 | $1.00K | 0.00% | −10−43.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 8 | $1.00K | 0.00% | −1−11.1% | Reduced |
| Knott David M Jr | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 10 | $1.00K | 0.00% | +4+66.7% | Added |
| Jones Financial Companies LLLP | 9 | $1.00K | 0.00% | +9 | New |
| Hanson & Doremus Investment Management | 11 | $1.00K | 0.00% | +11 | New |
| West Branch Capital LLC | 10 | $998 | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 10 | $998 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $998 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9 | $898 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9 | $898 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 9 | $898 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 8 | $802 | 0.00% | −3−27.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 8 | $799 | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 8 | $798 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 8 | $798 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $700 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7 | $699 | 0.00% | −2−22.2% | Reduced |
| My Personal CFO, LLC | 6 | $601 | 0.00% | +6 | New |
| Creative Financial Designs Inc | 6 | $599 | 0.00% | −2−25.0% | Reduced |
| Lumature Wealth Partners, LLC | 6 | $599 | 0.00% | −6−50.0% | Reduced |
| Mascoma Wealth Management LLC | 6 | $599 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 6 | $599 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6 | $599 | 0.00% | +6 | New |
| Knights of Columbus Asset Advisors LLC | 6 | $599 | 0.00% | +6 | New |
| Investment Research & Advisory Group, Inc. | 6 | $599 | 0.00% | +6 | New |
| U.S. Capital Wealth Advisors, LLC | 6 | $599 | 0.00% | +6 | New |
| Register Financial Advisors LLC | 6 | $599 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $599 | 0.00% | +6 | New |
| Norwood Financial Corp | 6 | $598 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 5 | $502 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 5 | $502 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $499 | 0.00% | −2−28.6% | Reduced |
| Lowe Wealth Advisors, LLC | 5 | $499 | 0.00% | +2+66.7% | Added |
| Stonebridge Capital Advisors LLC | 5 | $499 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $499 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 5 | $499 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 5 | $499 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4 | $409 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 4 | $399 | 0.00% | −73−94.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4 | $399 | 0.00% | −3−42.9% | Reduced |
| Dougherty Wealth Advisers LLC | 4 | $399 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $399 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 3 | $330 | 0.00% | 00.0% | Unchanged |
| Align Wealth Management, LLC | 4 | $325 | 0.00% | +4 | New |
| Macroview Investment Management LLC | 3 | $301 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3 | $299 | 0.00% | −4−57.1% | Reduced |
| 1832 Asset Management L.P. | 3 | $299 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 3 | $299 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3 | $299 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3 | $299 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 3 | $299 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $206 | 0.00% | +2 | New |
| Clearview Wealth Advisors LLC | 2 | $202 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $201 | 0.00% | +2 | New |
| Acima Private Wealth, LLC | 2 | $200 | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 2 | $200 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 2 | $200 | 0.00% | +1+100.0% | Added |
| Leelyn Smith, LLC | 2 | $200 | 0.00% | −3−60.0% | Reduced |
| Robbins Farley LLC | 2 | $200 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2 | $200 | 0.00% | +2 | New |
| Laurel Wealth Advisors LLC | 2 | $200 | 0.00% | +2 | New |
| Ruedi Wealth Management, Inc. | 2 | $200 | 0.00% | +2 | New |
| Savior LLC | 1 | $101 | 0.00% | +1 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 1 | $100 | 0.00% | +1 | New |
| FinTrust Capital Advisors, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 1 | $100 | 0.00% | +1 | New |
| Gleason Group, Inc. | 1 | $100 | 0.00% | +1 | New |
| Clear Perspectives Financial Planning, LLC | 1 | $100 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $100 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $100 | 0.00% | +1 | New |
| Tanglewood Legacy Advisors, LLC | 1 | $100 | 0.00% | +1 | New |
| Insight Financial Services | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1 | $0 | 0.00% | −26−96.3% | Reduced |
| First National Bank of South Miami | 2 | $0 | 0.00% | −16−88.9% | Reduced |
| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1 | $0 | 0.00% | +1 | New |
| Old North State Trust, LLC | 2 | $0 | 0.00% | +2 | New |
| CIBC Private Wealth Group, LLC | 1,408 | – | – | +1,408 | New |
| Trust Co | 2 | – | – | 00.0% | Unchanged |
| Soroban Capital Partners LP | 0 | $0 | 0.00% | −975,361−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −172,810−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −123,454−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −43,250−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −19,881−100.0% | Sold out |