| Old North State Trust, LLC | 0 | $377 | 0.30% | −190−100.0% | Reduced |
| Financial Perspectives, Inc | 1 | $1.58K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1 | $1.58K | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $1.59K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 1 | $2.00K | 0.00% | +1 | New |
| Schubert & Co | 1 | $2.00K | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 1 | $2.00K | 0.00% | +1 | New |
| Eagle Bay Advisors LLC | 2 | $3.00K | 0.00% | −40−95.2% | Reduced |
| North Star Investment Management Corp. | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 2 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $3.00K | 0.00% | +1+100.0% | Added |
| GW&K Investment Management, LLC | 2 | $3.00K | 0.00% | +2 | New |
| Disciplined Investments, LLC | 2 | $3.00K | 0.00% | +2 | New |
| Creative Financial Designs Inc | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $5.00K | 0.00% | +1+50.0% | Added |
| Lenox Wealth Advisors, LLC | 3 | $5.00K | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $5.00K | 0.00% | +3 | New |
| Proequities, Inc. | 4 | $6.00K | 0.00% | −16−80.0% | Reduced |
| Pin Oak Investment Advisors Inc | 4 | $6.00K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 4 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 4 | $6.00K | 0.00% | +1+33.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4 | $6.00K | 0.00% | +1+33.3% | Added |
| Retirement Group, LLC | 4 | $6.00K | 0.00% | +3+300.0% | Added |
| Sutton Wealth Advisors Inc. | 4 | $6.33K | 0.00% | +2+100.0% | Added |
| WR Wealth Planners, LLC | 5 | $7.91K | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $8.00K | 0.00% | −5−50.0% | Reduced |
| Core Wealth Advisors, Inc. | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 5 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 6 | $9.00K | 0.00% | −8−57.1% | Reduced |
| Exchange Traded Concepts, LLC | 6 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 6 | $9.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 6 | $9.00K | 0.00% | +4+200.0% | Added |
| Bogart Wealth, LLC | 6 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 6 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 7 | $11.0K | 0.00% | −5−41.7% | Reduced |
| Larson Financial Group LLC | 7 | $11.0K | 0.00% | −2−22.2% | Reduced |
| Financial Management Professionals, Inc. | 7 | $11.0K | 0.00% | +1+16.7% | Added |
| Ogorek Anthony Joseph | 8 | $12.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8 | $12.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $12.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 9 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $16.0K | 0.01% | −40−80.0% | Reduced |
| Benjamin Edwards Inc | 10 | $16.0K | 0.00% | −6−37.5% | Reduced |
| American Research & Management Co. | 10 | $16.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 10 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 10 | $16.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 10 | $16.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 10 | $16.0K | 0.00% | +3+42.9% | Added |
| Investors Research Corp | 10 | $16.0K | 0.00% | +7+233.3% | Added |
| Heritage Wealth Management, LLC | 10 | $16.0K | 0.00% | +10 | New |
| Beaird Harris Wealth Management, LLC | 10 | $16.0K | 0.01% | +10 | New |
| Gemmer Asset Management LLC | 10 | $17.0K | 0.00% | −7−41.2% | Reduced |
| Atwood & Palmer Inc | 11 | $17.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 11 | $17.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $17.0K | 0.00% | +8+266.7% | Added |
| SOA Wealth Advisors, LLC. | 12 | $18.0K | 0.00% | +12 | New |
| Migdal Insurance & Financial Holdings Ltd. | 12 | $19.0K | 0.00% | −20,308−99.9% | Reduced |
| Baldrige Asset Management LLC | 12 | $19.0K | 0.01% | −3−20.0% | Reduced |
| Wolff Wiese Magana LLC | 12 | $19.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 12 | $19.0K | 0.01% | +8+200.0% | Added |
| Clear Street Markets LLC | 12 | $19.0K | 0.01% | +12 | New |
| First Bank & Trust | 13 | $21.0K | 0.01% | −1−7.1% | Reduced |
| Earnest Partners LLC | 14 | $22.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $23.0K | 0.00% | −3−16.7% | Reduced |
| Salem Investment Counselors Inc | 15 | $24.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 15 | $24.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $24.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 15 | $24.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15 | $24.0K | 0.00% | +15 | New |
| Toth Financial Advisory Corp | 16 | $25.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 16 | $25.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 16 | $25.0K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 16 | $25.0K | 0.01% | +13+433.3% | Added |
| Annapolis Financial Services, LLC | 17 | $27.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 17 | $27.0K | 0.02% | +17 | New |
| SJS Investment Consulting Inc. | 19 | $30.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 19 | $30.0K | 0.02% | +1+5.6% | Added |
| Lloyd Advisory Services, LLC. | 19 | $30.0K | 0.01% | +19 | New |
| First PREMIER Bank | 20 | $32.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 20 | $32.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $32.0K | 0.00% | +8+66.7% | Added |
| Hantz Financial Services, Inc. | 20 | $32.0K | 0.00% | +20 | New |