| Northwest Capital Management Inc | 0 | $26 | 0.00% | 0 | New |
| Raleigh Capital Management Inc. | 1 | $96 | 0.00% | −336−99.7% | Reduced |
| Motco | 1 | $107 | 0.00% | −105−99.1% | Reduced |
| Antonetti Capital Management LLC | 1 | $108 | 0.00% | −11−91.7% | Reduced |
| ORG Partners LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $215 | 0.00% | +2 | New |
| Flaharty Asset Management, LLC | 3 | $322 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 5 | $537 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $967 | 0.00% | −55−85.9% | Reduced |
| True Wealth Design, LLC | 9 | $968 | 0.00% | −2−18.2% | Reduced |
| Asset Dedication, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| ClariVest Asset Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| Ancora Advisors, LLC | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $1.36K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 13 | $1.40K | 0.00% | +13 | New |
| Aspire Private Capital, LLC | 13 | $1.41K | 0.00% | −27−67.5% | Reduced |
| Manchester Capital Management LLC | 14 | $1.50K | 0.00% | −2−12.5% | Reduced |
| Semmax Financial Advisors Inc. | 13 | $1.59K | 0.00% | +13 | New |
| Wolff Wiese Magana LLC | 15 | $1.61K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $1.73K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 15 | $1.82K | 0.00% | +8+114.3% | Added |
| North Star Investment Management Corp. | 17 | $1.83K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 17 | $1.83K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $2.00K | 0.00% | +15+115.4% | Added |
| Hazlett, Burt & Watson, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Impact Partnership Wealth, LLC | 19 | $2.04K | 0.00% | −3,269−99.4% | Reduced |
| Logan Capital Management Inc | 20 | $2.15K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 23 | $2.47K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 26 | $2.71K | 0.00% | −125−82.8% | Reduced |
| TSFG, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $3.02K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $3.22K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 30 | $3.22K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $4.00K | 0.00% | +35+700.0% | Added |
| Silicon Valley Capital Partners | 40 | $4.31K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 41 | $4.41K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 41 | $4.41K | 0.00% | 00.0% | Unchanged |
| American National Bank | 42 | $4.51K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 43 | $4.62K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 44 | $4.74K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $5.37K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 54 | $5.80K | 0.00% | −57−51.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 55 | $5.91K | 0.00% | +40+266.7% | Added |
| West Paces Advisors Inc. | 60 | $6.45K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 61 | $6.56K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $6.99K | 0.01% | – | – |
| Baker Avenue Asset Management, LP | 68 | $7.31K | 0.00% | +47+223.8% | Added |
| Armstrong Advisory Group, Inc | 70 | $7.52K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 74 | $7.95K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 77 | $8.00K | 0.00% | +6+8.5% | Added |
| SJS Investment Consulting Inc. | 88 | $9.46K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 90 | $9.67K | 0.00% | +90 | New |
| Abound Wealth Management | 90 | $9.69K | 0.00% | +10+12.5% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 102 | $11.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 104 | $11.2K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 108 | $11.6K | 0.00% | +108 | New |
| Macroview Investment Management LLC | 109 | $11.7K | 0.02% | +109 | New |
| Nemes Rush Group LLC | 110 | $11.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 112 | $12.0K | 0.00% | +1+0.9% | Added |
| RFP Financial Group LLC | 113 | $12.1K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 128 | $14.0K | 0.00% | +49+62.0% | Added |
| Sutton Wealth Advisors Inc. | 139 | $14.9K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 137 | $15.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 142 | $15.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 150 | $16.1K | 0.00% | −102−40.5% | Reduced |
| Rosenberg Matthew Hamilton | 158 | $17.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 182 | $19.0K | 0.01% | −6−3.2% | Reduced |
| Riverview Trust Co | 182 | $19.6K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 192 | $20.6K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 193 | $20.7K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 196 | $21.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 198 | $21.3K | 0.00% | −197−49.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 210 | $22.6K | 0.01% | +210 | New |
| Geneos Wealth Management Inc. | 213 | $22.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 214 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 222 | $23.9K | 0.01% | +12+5.7% | Added |
| Coston, McIsaac & Partners | 236 | $25.0K | 0.01% | +1+0.4% | Added |
| MV Capital Management, Inc. | 237 | $25.5K | 0.00% | +3+1.3% | Added |
| DT Investment Partners, LLC | 242 | $26.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 281 | $30.2K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 298 | $32.0K | 0.02% | −127−29.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 298 | $32.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 299 | $32.1K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 303 | $32.6K | 0.01% | +235+345.6% | Added |
| BluePath Capital Management, LLC | 308 | $33.1K | 0.03% | +308 | New |
| GHP Investment Advisors, Inc. | 320 | $33.2K | 0.00% | +48+17.6% | Added |
| Financial Management Professionals, Inc. | 332 | $36.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 376 | $40.4K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 383 | $41.2K | 0.02% | +383 | New |
| Salomon & Ludwin, LLC | 397 | $42.7K | 0.00% | +397 | New |
| Colonial Trust Co | 400 | $43.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 400 | $43.0K | 0.03% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 400 | $43.0K | 0.01% | +400 | New |
| JFS Wealth Advisors, LLC | 420 | $45.1K | 0.00% | +194+85.8% | Added |
| MCF Advisors LLC | 428 | $46.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 437 | $47.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 484 | $50.2K | 0.03% | 00.0% | Unchanged |