| Versant Capital Management, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1 | $92 | 0.00% | −1−50.0% | Reduced |
| Old North State Trust, LLC | 6 | $522 | 0.42% | −5,918−99.9% | Reduced |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 6 | $1.00K | 0.00% | +6 | New |
| Lloyd Advisory Services, LLC. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Worth Asset Management, LLC | 22 | $2.00K | 0.00% | +22 | New |
| NewSquare Capital LLC | 33 | $3.00K | 0.00% | −38,176−99.9% | Reduced |
| Toth Financial Advisory Corp | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Tortoise Investment Management, LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 48 | $4.00K | 0.00% | +13+37.1% | Added |
| Disciplined Investments, LLC | 44 | $4.00K | 0.00% | +44 | New |
| TCWP LLC | 50 | $4.00K | 0.00% | +50 | New |
| WR Wealth Planners, LLC | 50 | $4.51K | 0.00% | +50 | New |
| Sierra Capital LLC | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 68 | $6.00K | 0.00% | −41,370−99.8% | Reduced |
| Westside Investment Management, Inc. | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 68 | $6.14K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 74 | $7.00K | 0.00% | +74 | New |
| M&R Capital Management Inc | 95 | $8.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 89 | $8.00K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 84 | $8.00K | 0.00% | +84 | New |
| PrairieView Partners, LLC | 94 | $8.00K | 0.00% | +94 | New |
| Manchester Capital Management LLC | 97 | $9.00K | 0.00% | −950−90.7% | Reduced |
| Stonebridge Capital Advisors LLC | 101 | $9.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $9.00K | 0.00% | +100 | New |
| Robbins Farley LLC | 102 | $9.00K | 0.01% | +102 | New |
| Archer Investment Corp | 100 | $9.46K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 130 | $11.0K | 0.00% | −350−72.9% | Reduced |
| Smithfield Trust Co | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 127 | $11.0K | 0.00% | +27+27.0% | Added |
| Strengthening Families & Communities, LLC | 124 | $11.0K | 0.01% | +124 | New |
| Core Alternative Capital | 134 | $12.0K | 0.00% | +87+185.1% | Added |
| Spectrum Management Group, LLC | 130 | $12.0K | 0.00% | +130 | New |
| High Net Worth Advisory Group LLC | 145 | $13.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 166 | $15.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 168 | $15.0K | 0.00% | +168 | New |
| Jones Financial Companies LLLP | 177 | $16.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 180 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 175 | $16.0K | 0.02% | +175 | New |
| Capital Analysts, LLC | 188 | $17.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 200 | $18.0K | 0.00% | −82−29.1% | Reduced |
| Arrow Financial Corp | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 202 | $18.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 197 | $18.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 201 | $18.0K | 0.00% | +20+11.0% | Added |
| Bank of New Hampshire | 200 | $18.0K | 0.00% | +200 | New |
| Asset Dedication, LLC | 206 | $19.0K | 0.00% | +6+3.0% | Added |
| Financial Management Professionals, Inc. | 212 | $19.0K | 0.00% | +212 | New |
| Advanced Research Investment Solutions, LLC | 220 | $20.0K | 0.01% | +220 | New |
| Fairfield Financial Advisors, LTD | 223 | $20.1K | 0.01% | +223 | New |
| Earnest Partners LLC | 236 | $21.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 236 | $21.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 229 | $21.0K | 0.01% | +1+0.4% | Added |
| Clean Yield Group | 245 | $22.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 245 | $22.1K | 0.01% | +13+5.6% | Added |
| Iron Horse Wealth Management, LLC | 266 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 90 | $24.0K | 0.00% | +90 | New |
| Tarbox Family Office, Inc. | 272 | $25.0K | 0.01% | −283−51.0% | Reduced |
| Hanseatic Management Services Inc | 283 | $26.0K | 0.04% | +283 | New |
| Win Advisors, Inc | 286 | $26.0K | 0.01% | +286 | New |
| Duncker Streett & Co Inc | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 297 | $27.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 302 | $27.0K | 0.01% | +66+28.0% | Added |
| Hoey Investments, Inc | 300 | $27.0K | 0.01% | +300 | New |
| Sargent Bickham Lagudis LLC | 307 | $28.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 309 | $28.0K | 0.01% | +30+10.8% | Added |
| Lenox Wealth Advisors, LLC | 300 | $29.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 316 | $29.0K | 0.00% | +145+84.8% | Added |
| FinTrust Capital Advisors, LLC | 340 | $31.0K | 0.01% | −136−28.6% | Reduced |
| AlphaMark Advisors, LLC | 339 | $31.0K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 349 | $32.0K | 0.01% | −138−28.3% | Reduced |
| Orion Capital Management LLC | 355 | $32.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 363 | $33.0K | 0.02% | −95−20.7% | Reduced |
| CFS Investment Advisory Services, LLC | 3,100,702 | $34.0K | 0.15% | +3,065,974+8,828.5% | Added |
| Endurance Wealth Management, Inc. | 375 | $34.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 387 | $35.0K | 0.01% | +1+0.3% | Added |
| CVA Family Office, LLC | 385 | $35.0K | 0.01% | +115+42.6% | Added |
| Baystate Wealth Management LLC | 384 | $35.0K | 0.00% | +384 | New |
| Oakworth Capital, Inc. | 400 | $36.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 400 | $36.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 410 | $37.0K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 410 | $37.0K | 0.03% | 00.0% | Unchanged |
| Curi Capital | 411 | $37.0K | 0.01% | +2+0.5% | Added |
| Valley National Advisers Inc | 426 | $38.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 424 | $38.0K | 0.01% | −6−1.4% | Reduced |