| Charter Oak Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| Creative Financial Designs Inc | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Hudock, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| Lowe Wealth Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Estabrook Capital Management | 12 | $1.94K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 14 | $2.00K | 0.00% | +14 | New |
| Edge Wealth Management LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 20 | $3.00K | 0.00% | +20 | New |
| Ford Financial Group, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Gemmer Asset Management LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 25 | $4.00K | 0.00% | +8+47.1% | Added |
| FourThought Financial, LLC | 26 | $4.00K | 0.00% | +4+18.2% | Added |
| Fieldpoint Private Securities, LLC | 37 | $5.00K | 0.00% | −4−9.8% | Reduced |
| Sargent Bickham Lagudis LLC | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 33 | $5.00K | 0.00% | +2+6.5% | Added |
| McIlrath & Eck, LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 30 | $5.00K | 0.00% | +30 | New |
| Gradient Investments LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $6.48K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 45 | $7.00K | 0.00% | −4−8.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 45 | $7.00K | 0.00% | +45 | New |
| CWM, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 50 | $8.00K | 0.00% | +50 | New |
| Toth Financial Advisory Corp | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $10.0K | 0.00% | – | – |
| Lee Financial Co | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 66 | $11.0K | 0.00% | +66 | New |
| Cribstone Capital Management, LLC | 75 | $12.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 77 | $12.0K | 0.00% | +42+120.0% | Added |
| Allworth Financial LP | 80 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 80 | $13.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 84 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 88 | $14.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 87 | $14.0K | 0.00% | +45+107.1% | Added |
| Liberty Wealth Management LLC | 92 | $15.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $16.0K | 0.00% | −288−74.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 100 | $16.0K | 0.00% | −100−50.0% | Reduced |
| Focused Wealth Management, Inc | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 100 | $16.0K | 0.00% | +100 | New |
| Caldwell Trust Co | 100 | $16.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 104 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 106 | $17.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 108 | $17.0K | 0.00% | +75+227.3% | Added |
| BDO Wealth Advisors, LLC | 110 | $18.0K | 0.00% | −35−24.1% | Reduced |
| Albion Financial Group | 115 | $19.0K | 0.00% | +115 | New |
| Wolff Wiese Magana LLC | 125 | $20.0K | 0.01% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 125 | $20.0K | 0.01% | +125 | New |
| Strategic Blueprint, LLC | 145 | $23.0K | 0.00% | +145 | New |
| Daiwa Securities Group Inc. | 149 | $24.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 150 | $24.0K | 0.02% | +150 | New |
| Tradition Wealth Management, LLC | 160 | $26.0K | 0.00% | +160 | New |
| Arkadios Wealth Advisors | 170 | $27.0K | 0.00% | +170 | New |
| Glen Eagle Advisors, LLC | 180 | $29.1K | 0.01% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 200 | $32.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 217 | $35.0K | 0.02% | +217 | New |
| Carroll Financial Associates, Inc. | 225 | $36.0K | 0.00% | −494−68.7% | Reduced |
| Sonora Investment Management, LLC | 221 | $36.0K | 0.00% | +121+121.0% | Added |
| Webster Bank, N. A. | 231 | $37.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 235 | $38.0K | 0.02% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 240 | $39.0K | 0.00% | −28,331−99.2% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 248 | $40.0K | 0.01% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 275 | $45.0K | 0.02% | +275 | New |
| TFC Financial Management | 289 | $47.0K | 0.02% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 300 | $48.0K | 0.00% | −3,910−92.9% | Reduced |
| Endurance Wealth Management, Inc. | 300 | $48.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 300 | $49.0K | 0.02% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 300 | $49.0K | 0.01% | +200+200.0% | Added |
| Trustcore Financial Services, LLC | 310 | $50.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 323 | $52.0K | 0.03% | −536−62.4% | Reduced |
| CKW Financial Group | 338 | $53.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 338 | $55.0K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 358 | $57.0K | 0.01% | +40+12.6% | Added |
| Massmutual Trust Co FSB | 386 | $62.0K | 0.00% | −45−10.4% | Reduced |
| Covington Capital Management | 395 | $64.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 400 | $65.0K | 0.02% | +400 | New |
| Benjamin Edwards Inc | 410 | $66.0K | 0.05% | −68−14.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 415 | $67.0K | 0.03% | −2−0.5% | Reduced |
| Twin Lakes Capital Management, LLC | 428 | $69.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 433 | $70.0K | 0.00% | +125+40.6% | Added |
| Huntington National Bank | 450 | $73.0K | 0.00% | +160+55.2% | Added |
| Sound Income Strategies, LLC | 474 | $77.0K | 0.01% | +347+273.2% | Added |
| Brewin Dolphin Ltd | 479 | $77.5K | 0.00% | +315+192.1% | Added |
| Harbour Investments, Inc. | 485 | $79.0K | 0.00% | −39−7.4% | Reduced |