| SOA Wealth Advisors, LLC. | 26 | $0 | 0.00% | +2+8.3% | Added |
| Sentry Investment Management LLC | 21 | $0 | 0.00% | +21 | New |
| Mint Tower Capital Management B.V. | 1 | $0 | 0.00% | +1 | New |
| FNY Investment Advisers, LLC | 11 | $0 | 0.00% | +11 | New |
| WestEnd Advisors, LLC | – | $256 | 0.00% | – | New |
| Tucker Asset Management LLC | 68 | $970 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 69 | $996 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 100 | $1.00K | 0.00% | −1,000−90.9% | Reduced |
| Piscataqua Savings Bank | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 77 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $1.00K | 0.00% | +26+35.1% | Added |
| Capital Directions Investment Advisors, LLC | 62 | $1.00K | 0.00% | +62 | New |
| Raffa Wealth Management, LLC | 89 | $1.27K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 100 | $1.43K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 175 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 148 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 130 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 128 | $2.00K | 0.00% | +83+184.4% | Added |
| Prestige Wealth Management Group LLC | 142 | $2.00K | 0.00% | +114+407.1% | Added |
| Standard Family Office LLC | 147 | $2.00K | 0.00% | +147 | New |
| West Paces Advisors Inc. | 150 | $2.14K | 0.00% | +150 | New |
| Federation des caisses Desjardins du Quebec | 159 | $2.27K | 0.00% | +159 | New |
| Archer Investment Corp | 200 | $2.85K | 0.00% | +200 | New |
| BerganKDV Wealth Management, LLC | 234 | $3.00K | 0.00% | +1+0.4% | Added |
| Bellwether Advisors, LLC | 258 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 215 | $3.00K | 0.00% | +165+330.0% | Added |
| Carroll Financial Associates, Inc. | 211 | $3.00K | 0.00% | +170+414.6% | Added |
| Cordasco Financial Network | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 289 | $4.00K | 0.00% | +1+0.3% | Added |
| TD Ameritrade Investment Management, LLC | 257 | $4.00K | 0.00% | +257 | New |
| Capital Advisory Group Advisory Services, LLC | 303 | $4.00K | 0.00% | +303 | New |
| Heritage Wealth Management, LLC | 282 | $4.00K | 0.00% | +282 | New |
| Trust Co | 337 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 348 | $5.00K | 0.00% | +30+9.4% | Added |
| Savior LLC | 348 | $5.00K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 412 | $5.00K | 0.00% | +412 | New |
| CVA Family Office, LLC | 433 | $6.00K | 0.00% | −315−42.1% | Reduced |
| Lee Financial Co | 452 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 430 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 421 | $6.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 490 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 505 | $7.00K | 0.00% | +18+3.7% | Added |
| Sound Income Strategies, LLC | 575 | $8.00K | 0.00% | −855−59.8% | Reduced |
| Harbor Investment Advisory, LLC | 527 | $8.00K | 0.00% | −200−27.5% | Reduced |
| Concord Wealth Partners | 534 | $8.00K | 0.00% | +534 | New |
| Key Financial Inc | 659 | $9.00K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 658 | $9.00K | 0.00% | +658 | New |
| Enterprise Financial Services Corp | 722 | $10.0K | 0.00% | +300+71.1% | Added |
| Gemmer Asset Management LLC | 711 | $10.0K | 0.00% | +711 | New |
| Jones Financial Companies LLLP | 770 | $11.0K | 0.00% | +386+100.5% | Added |
| Pflug Koory, LLC | 759 | $11.0K | 0.01% | +759 | New |
| NewSquare Capital LLC | 825 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 851 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 854 | $12.0K | 0.00% | +578+209.4% | Added |
| Optimum Investment Advisors | 810 | $12.0K | 0.00% | +810 | New |
| Sage Private Wealth Group, LLC | 834 | $12.0K | 0.02% | +834 | New |
| Asset Dedication, LLC | 963 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 867 | $13.0K | 0.00% | +184+26.9% | Added |
| Peregrine Capital Management LLC | 939 | $13.0K | 0.00% | +939 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 911 | $13.0K | 0.00% | +911 | New |
| Graves-Light Private Wealth Management, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 967 | $14.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $14.0K | 0.01% | +1,000 | New |
| Sittner & Nelson, LLC | 1,074 | $15.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,079 | $15.0K | 0.00% | +60+5.9% | Added |
| Manchester Capital Management LLC | 1,036 | $15.0K | 0.00% | +609+142.6% | Added |
| Sandy Spring Bank | 1,218 | $17.0K | 0.00% | +1,218 | New |
| Tradition Wealth Management, LLC | 1,219 | $17.0K | 0.00% | +1,219 | New |
| Bay Harbor Wealth Management, LLC | 1,218 | $18.0K | 0.01% | −1,831−60.1% | Reduced |
| FormulaFolio Investments, LLC | 1,289 | $18.0K | 0.01% | +251+24.2% | Added |
| AlphaMark Advisors, LLC | 1,349 | $19.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1,355 | $19.0K | 0.00% | +1,355 | New |
| Webster Bank, N. A. | 1,500 | $21.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,466 | $21.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 1,552 | $22.0K | 0.00% | −4,975−76.2% | Reduced |
| Exchange Traded Concepts, LLC | 1,702 | $24.0K | 0.00% | +1,702 | New |
| Fieldpoint Private Securities, LLC | 1,766 | $26.0K | 0.01% | +1,016+135.5% | Added |
| Investors Research Corp | 1,828 | $26.0K | 0.01% | +1,828 | New |
| Winch Advisory Services, LLC | 2,045 | $29.0K | 0.01% | +7+0.3% | Added |
| Founders Capital Management | 2,000 | $29.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 2,239 | $31.0K | 0.00% | −86−3.7% | Reduced |
| Private Capital Group, LLC | 2,114 | $31.0K | 0.01% | +659+45.3% | Added |
| Arlington Partners LLC | 2,212 | $32.0K | 0.01% | +2,212 | New |
| TCI Wealth Advisors, Inc. | 2,339 | $33.0K | 0.01% | +348+17.5% | Added |
| Baystate Wealth Management LLC | 2,348 | $34.0K | 0.00% | +22+0.9% | Added |
| Stonebridge Capital Advisors LLC | 2,709 | $39.0K | 0.00% | +1,039+62.2% | Added |
| Evermay Wealth Management LLC | 2,754 | $39.0K | 0.01% | +2,754 | New |
| Charter Oak Capital Management, LLC | 2,837 | $40.0K | 0.01% | +26+0.9% | Added |
| JFS Wealth Advisors, LLC | 2,959 | $42.0K | 0.01% | +2+0.1% | Added |
| Loomis Sayles & Co L P | 3,024 | $43.0K | 0.00% | +57+1.9% | Added |
| Coastal Capital Group, Inc. | 3,008 | $43.0K | 0.01% | +1,069+55.1% | Added |
| Creative Financial Designs Inc | 3,055 | $44.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 3,090 | $44.0K | 0.02% | +29+0.9% | Added |
| Caldwell Trust Co | 3,108 | $44.4K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,132 | $45.0K | 0.01% | +3,132 | New |
| Whittier Trust Co | 3,210 | $46.0K | 0.00% | +3,050+1,906.3% | Added |
| Parallax Volatility Advisers, L.P. | 3,318 | $47.0K | 0.00% | −3,447−51.0% | Reduced |
