| Byrne Asset Management LLC | 2 | $0 | 0.00% | −18−90.0% | Reduced |
| Gs Investments, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 3 | $0 | 0.00% | +2+200.0% | Added |
| AllSquare Wealth Management LLC | 1 | $0 | 0.00% | +1 | New |
| Private Ocean, LLC | 10 | $1.00K | 0.00% | −380−97.4% | Reduced |
| Montag A & Associates Inc | 6 | $1.00K | 0.00% | −249−97.6% | Reduced |
| Advocacy Wealth Management Services, LLC | 5 | $1.00K | 0.00% | −10−66.7% | Reduced |
| Versant Capital Management, Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| TCTC Holdings, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Tobam | 5 | $1.00K | 0.00% | +5 | New |
| Investors Research Corp | 10 | $1.00K | 0.00% | +10 | New |
| Joseph P. Lucia & Associates, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Liberty One Investment Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Cordant, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Worth Asset Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Tarbox Family Office, Inc. | 12 | $2.00K | 0.00% | −14−53.8% | Reduced |
| JJJ Advisors Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $2.00K | 0.00% | +9+180.0% | Added |
| Corbenic Partners LLC | 13 | $2.00K | 0.00% | +6+85.7% | Added |
| GHP Investment Advisors, Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Howe & Rusling Inc | 25 | $3.00K | 0.00% | −420−94.4% | Reduced |
| Avion Wealth | 25 | $3.00K | 0.00% | −165−86.8% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 25 | $3.00K | 0.00% | +25 | New |
| Lee Financial Co | 22 | $3.00K | 0.00% | +22 | New |
| Assetmark, Inc | 32 | $4.00K | 0.00% | −2,925−98.9% | Reduced |
| SRS Capital Advisors, Inc. | 29 | $4.00K | 0.00% | −41−58.6% | Reduced |
| Sofos Investments, Inc. | 136 | $4.00K | 0.00% | −26−16.0% | Reduced |
| McClarren Financial Advisors, Inc. | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 33 | $4.00K | 0.00% | +13+65.0% | Added |
| Carmichael Hill & Associates, Inc. | 26 | $4.00K | 0.00% | +20+333.3% | Added |
| Jones Financial Companies LLLP | 35 | $5.00K | 0.00% | −136−79.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 40 | $5.00K | 0.00% | −135−77.1% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 36 | $5.00K | 0.00% | −50−58.1% | Reduced |
| Cribstone Capital Management, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 34 | $5.00K | 0.00% | +11+47.8% | Added |
| Bellevue Asset Management, LLC | 40 | $6.00K | 0.00% | −24−37.5% | Reduced |
| Activest Wealth Management | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 43 | $6.00K | 0.00% | +31+258.3% | Added |
| EverSource Wealth Advisors, LLC | 45 | $6.00K | 0.00% | +45 | New |
| Dravo Bay LLC | 49 | $6.64K | 0.01% | +49 | New |
| Parkside Financial Bank & Trust | 57 | $7.00K | 0.00% | −44−43.6% | Reduced |
| Antonetti Capital Management LLC | 55 | $7.00K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 50 | $7.00K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 52 | $7.05K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 59 | $8.00K | 0.00% | −7,863−99.3% | Reduced |
| Resources Management Corp | 60 | $8.00K | 0.00% | −200−76.9% | Reduced |
| Pflug Koory, LLC | 57 | $8.00K | 0.00% | −100−63.7% | Reduced |
| Laurel Wealth Advisors LLC | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 60 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 65 | $8.81K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 65 | $9.00K | 0.00% | −45−40.9% | Reduced |
| Stonebridge Capital Advisors LLC | 69 | $9.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 70 | $9.00K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 63 | $9.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 70 | $9.00K | 0.00% | +30+75.0% | Added |
| Disciplined Investments, LLC | 66 | $9.00K | 0.00% | +28+73.7% | Added |
| Hexagon Capital Partners LLC | 70 | $9.00K | 0.00% | +40+133.3% | Added |
| Charter Oak Capital Management, LLC | 65 | $9.00K | 0.00% | +61+1,525.0% | Added |
| Caldwell Trust Co | 69 | $9.36K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 222 | $10.0K | 0.01% | −15−6.3% | Reduced |
| Ten Capital Wealth Advisors, LLC | 72 | $10.0K | 0.00% | +40+125.0% | Added |
| Winch Advisory Services, LLC | 80 | $11.0K | 0.00% | −70−46.7% | Reduced |
| Lumature Wealth Partners, LLC | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 83 | $11.0K | 0.00% | +83 | New |
| Archer Investment Corp | 97 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 93 | $12.6K | 0.00% | +93 | New |
| Carolinas Wealth Consulting LLC | 98 | $13.0K | 0.00% | −275−73.7% | Reduced |
| Hoertkorn Richard Charles | 102 | $13.0K | 0.01% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 95 | $13.0K | 0.01% | +95 | New |
| Bartlett & Co. Wealth Management LLC | 100 | $13.6K | 0.00% | +100 | New |
| PrairieView Partners, LLC | 102 | $14.0K | 0.00% | −100−49.5% | Reduced |
| RE Dickinson Investment Advisors, LLC | 100 | $14.0K | 0.01% | −54−35.1% | Reduced |
| Blume Capital Management, Inc. | 106 | $14.0K | 0.00% | 00.0% | Unchanged |
| JCSD Capital, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |