| NewSquare Capital LLC | 3 | $0 | 0.00% | −33,830−100.0% | Reduced |
| PFG Private Wealth Management, LLC | 1 | $0 | 0.00% | −4−80.0% | Reduced |
| Karlinski Andrew C | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2 | $230 | 0.18% | −49−96.1% | Reduced |
| Corbenic Partners LLC | 10 | $1.00K | 0.00% | −29−74.4% | Reduced |
| Western Pacific Wealth Management, LP | 17 | $1.00K | 0.00% | −5−22.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $1.00K | 0.00% | +6 | New |
| Marquette Asset Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| USA Financial Portformulas Corp | 5 | $1.00K | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $1.00K | 0.00% | +6 | New |
| CNB Bank | 5 | $1.00K | 0.00% | +5 | New |
| Tevis Investment Management | 5 | $1.00K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $1.42K | 0.00% | – | – |
| Mine & Arao Wealth Creation & Management, LLC. | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 22 | $2.00K | 0.00% | +3+15.8% | Added |
| Leelyn Smith, LLC | 20 | $2.00K | 0.00% | +5+33.3% | Added |
| Avion Wealth | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 15 | $2.00K | 0.00% | +15 | New |
| Financial Enhancement Group LLC | 18 | $2.00K | 0.00% | +18 | New |
| Joseph P. Lucia & Associates, LLC | 21 | $2.00K | 0.00% | +21 | New |
| GoalVest Advisory LLC | 21 | $2.00K | 0.00% | +21 | New |
| Annapolis Financial Services, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Crestmont Private Wealth LLC | 21 | $2.00K | 0.00% | +21 | New |
| Dravo Bay LLC | 25 | $2.73K | 0.00% | +25 | New |
| Private Ocean, LLC | 30 | $3.00K | 0.00% | −5−14.3% | Reduced |
| Bellevue Asset Management, LLC | 25 | $3.00K | 0.00% | −10−28.6% | Reduced |
| James Investment Research Inc | 25 | $3.00K | 0.00% | −4−13.8% | Reduced |
| Miller Wealth Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $3.00K | 0.00% | +25 | New |
| WFA Asset Management Corp | 30 | $3.28K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $4.00K | 0.00% | +30+300.0% | Added |
| Steward Financial Group LLC | 37 | $4.00K | 0.00% | +37 | New |
| Econ Financial Services Corp | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 44 | $5.00K | 0.00% | +34+340.0% | Added |
| Disciplined Investments, LLC | 44 | $5.00K | 0.00% | +44 | New |
| Globeflex Capital L P | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 59 | $6.00K | 0.01% | +14+31.1% | Added |
| Stephens Consulting, LLC | 63 | $6.89K | 0.01% | 00.0% | Unchanged |
| Motco | 67 | $7.00K | 0.00% | −136−67.0% | Reduced |
| Lee Financial Co | 62 | $7.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 60 | $7.00K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 79 | $7.00K | 0.00% | +79 | New |
| South State Corp. | 70 | $8.00K | 0.00% | −150−68.2% | Reduced |
| AlphaMark Advisors, LLC | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 94 | $10.0K | 0.00% | +5+5.6% | Added |
| Carolina Wealth Advisors, LLC | 90 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 95 | $10.0K | 0.01% | +95 | New |
| Rockbridge Investment Management, LCC | 100 | $10.8K | 0.00% | −7−6.5% | Reduced |
| Highlander Capital Management, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 100 | $11.0K | 0.00% | +100 | New |
| Cedar Mountain Advisors, LLC | 100 | $11.0K | 0.00% | +100 | New |
| Endurance Wealth Management, Inc. | 108 | $12.0K | 0.00% | +108 | New |
| Cutler Group LP | 128 | $13.0K | 0.00% | −74,097−99.8% | Reduced |
| Baillie Gifford & Co | 118 | $13.0K | 0.00% | −289−71.0% | Reduced |
| Delos Wealth Advisors, LLC | 120 | $13.0K | 0.01% | −115−48.9% | Reduced |
| Sierra Capital LLC | 117 | $13.0K | 0.00% | +25+27.2% | Added |
| Castleview Partners, LLC | 122 | $13.0K | 0.01% | +122 | New |
| Brown, Lisle/Cummings, Inc. | 120 | $13.1K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 131 | $14.2K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 137 | $15.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 139 | $15.0K | 0.01% | +79+131.7% | Added |
| Dark Forest Capital Management LP | 142 | $15.0K | 0.00% | +106+294.4% | Added |
| McIlrath & Eck, LLC | 145 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 150 | $16.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 158 | $17.0K | 0.02% | +24+17.9% | Added |
| IAG Wealth Partners, LLC | 158 | $17.0K | 0.01% | +82+107.9% | Added |
| Selective Wealth Management, Inc. | 160 | $17.0K | 0.01% | +160 | New |
| MBM Wealth Consultants, LLC | 175 | $19.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 180 | $20.0K | 0.01% | −45−20.0% | Reduced |
| First Financial Corp | 195 | $21.0K | 0.01% | +195 | New |
| Counterpoint Mutual Funds LLC | 191 | $21.0K | 0.02% | +191 | New |
| Raffa Wealth Management, LLC | 196 | $21.4K | 0.01% | +40+25.6% | Added |
| Credential Qtrade Securities Inc. | 200 | $21.9K | 0.00% | +200 | New |
| Carl Stuart Investment Advisor, Inc | 200 | $21.9K | 0.02% | +200 | New |
| Pacific Center for Financial Services | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 198 | $22.0K | 0.01% | +101+104.1% | Added |
| Northwest Investment Counselors, LLC | 204 | $22.0K | 0.01% | +204 | New |
| Brewin Dolphin Wealth Management Ltd | 214 | $23.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 218 | $23.8K | 0.01% | +53+32.1% | Added |
| Global Trust Asset Management, LLC | 225 | $25.0K | 0.01% | −1,375−85.9% | Reduced |
| Tradewinds Capital Management, LLC | 250 | $27.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 254 | $28.0K | 0.00% | −157−38.2% | Reduced |
| Cohen & Steers, Inc. | 276 | $30.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 277 | $30.0K | 0.02% | +30+12.1% | Added |
| Kelly Financial Services LLC | 279 | $30.5K | 0.01% | +175+168.3% | Added |
| Princeton Global Asset Management LLC | 280 | $31.0K | 0.01% | −200−41.7% | Reduced |
| Cordasco Financial Network | 279 | $31.0K | 0.02% | +207+287.5% | Added |
| Hazlett, Burt & Watson, Inc. | 290 | $32.0K | 0.03% | +290 | New |
| Sycomore Asset Management | 260 | $32.0K | 0.01% | +260 | New |
| Cornerstone Management, Inc. | 300 | $32.8K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 300 | $32.8K | 0.01% | 00.0% | Unchanged |
