| MJT & Associates Financial Advisory Group, Inc. | 1 | $23 | 0.00% | +1 | New |
| Delta Asset Management LLC | 1 | $420 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1 | $420 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2 | $683 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 2 | $840 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 3 | $1.26K | 0.00% | −30−90.9% | Reduced |
| Catherine Avery Investment Management LLC | 3 | $1.26K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 3 | $1.44K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 3 | $1.45K | 0.00% | −1,312−99.8% | Reduced |
| Millstone Evans Group, LLC | 4 | $1.68K | 0.00% | +4 | New |
| Hollencrest Capital Management | 6 | $2.52K | 0.00% | +6 | New |
| MPWM Advisory Solutions, LLC | 7 | $2.94K | 0.00% | −241−97.2% | Reduced |
| CGC Financial Services, LLC | 8 | $3.36K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 9 | $3.45K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 9 | $3.78K | 0.00% | −8−47.1% | Reduced |
| Laurel Wealth Advisors LLC | 9 | $3.78K | 0.00% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $3.78K | 0.00% | – | – |
| TSFG, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 10 | $4.20K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 10 | $4.24K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $4.62K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $6.30K | 0.00% | −36−70.6% | Reduced |
| New Millennium Group LLC | 15 | $6.30K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 15 | $6.30K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $6.30K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 17 | $7.14K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $7.14K | 0.00% | +5+41.7% | Added |
| Transce3nd, LLC | 23 | $9.04K | 0.00% | −30−56.6% | Reduced |
| Eukles Asset Management | 22 | $9.24K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 23 | $9.66K | 0.00% | +14+155.6% | Added |
| NewSquare Capital LLC | 25 | $10.5K | 0.00% | −108−81.2% | Reduced |
| GoalVest Advisory LLC | 25 | $10.5K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 30 | $12.6K | 0.01% | +30 | New |
| Hexagon Capital Partners LLC | 30 | $12.7K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 31 | $13.0K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 32 | $13.4K | 0.01% | −143−81.7% | Reduced |
| Umb Bank N A | 33 | $13.9K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 40 | $16.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 44 | $18.5K | 0.00% | −7−13.7% | Reduced |
| Wellington Shields Capital Management, LLC | 45 | $18.9K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 46 | $19.3K | 0.01% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 52 | $21.8K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $22.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 55 | $23.1K | 0.01% | +55 | New |
| Your Advocates Ltd., LLP | 55 | $23.3K | 0.01% | +10+22.2% | Added |
| Horrell Capital Management, Inc. | 56 | $23.5K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 57 | $23.9K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 57 | $24.0K | 0.01% | −7−10.9% | Reduced |
| Luminist Capital LLC | 59 | $24.7K | 0.03% | −18−23.4% | Reduced |
| POM Investment Strategies, LLC | 59 | $24.8K | 0.03% | +59 | New |
| Dogwood Wealth Management LLC | 59 | $24.8K | 0.01% | −63−51.6% | Reduced |
| Medallion Wealth Advisors, LLC | 61 | $25.6K | 0.01% | +33+117.9% | Added |
| Monetary Management Group Inc | 61 | $25.6K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 63 | $26.5K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 66 | $27.6K | 0.01% | +1+1.5% | Added |
| Pflug Koory, LLC | 66 | $27.7K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 69 | $28.9K | 0.00% | +11+19.0% | Added |
| Beaird Harris Wealth Management, LLC | 71 | $29.8K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 74 | $31.2K | 0.01% | +6+8.8% | Added |
| Chilton Capital Management LLC | 79 | $33.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 80 | $33.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 80 | $33.6K | 0.03% | +80 | New |
| Cornerstone Planning Group LLC | 92 | $36.4K | 0.01% | +92 | New |
| Independence Bank of Kentucky | 88 | $36.9K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 89 | $37.4K | 0.02% | −120−57.4% | Reduced |
| Semmax Financial Advisors Inc. | 91 | $37.7K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 90 | $37.8K | 0.02% | −150−62.5% | Reduced |
| Cubist Systematic Strategies, LLC | 100 | $42.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 102 | $42.9K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 103 | $43.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 108 | $45.3K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 110 | $46.3K | 0.04% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 112 | $47.0K | 0.02% | −780−87.4% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 112 | $47.0K | 0.07% | +112 | New |
| Curat Global, LLC | 115 | $48.3K | 0.06% | +115 | New |
| Graney & King, LLC | 119 | $49.8K | 0.04% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 119 | $50.0K | 0.01% | +1+0.8% | Added |
| Nalls Sherbakoff Group, LLC | 120 | $50.4K | 0.04% | +120 | New |
| Halbert Hargrove Global Advisors, LLC | 124 | $52.1K | 0.00% | −14−10.1% | Reduced |
| Farmers & Merchants Investments Inc | 125 | $52.5K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 125 | $52.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 125 | $52.5K | 0.01% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 126 | $52.9K | 0.03% | +126 | New |
| Toth Financial Advisory Corp | 126 | $53.1K | 0.01% | −24−16.0% | Reduced |
| Security National Bank | 130 | $54.6K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 131 | $55.0K | 0.00% | +131 | New |
| Harel Insurance Investments & Financial Services Ltd. | 142 | $59.0K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 141 | $59.5K | 0.06% | −26−15.6% | Reduced |
| North Ridge Wealth Advisors, Inc. | 144 | $60.5K | 0.04% | +139+2,780.0% | Added |
| FSA Wealth Management LLC | 144 | $60.5K | 0.03% | +1+0.7% | Added |
| Truvestments Capital LLC | 146 | $61.4K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 150 | $63.0K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 150 | $63.0K | 0.04% | +150 | New |
| Reyes Financial Architecture, Inc. | 150 | $63.0K | 0.05% | +150 | New |
| Stephens Consulting, LLC | 154 | $64.7K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 155 | $65.0K | 0.02% | −440−73.9% | Reduced |
| Private Wealth Asset Management, LLC | 157 | $65.9K | 0.01% | +157 | New |
| American Capital Advisory, LLC | 160 | $67.2K | 0.04% | +91+131.9% | Added |