| Lumature Wealth Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Burleson & Company, LLC | 4 | $0 | 0.00% | +4 | New |
| Old North State Trust, LLC | 2 | $218 | 0.20% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $789 | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 15 | $1.00K | 0.00% | −533−97.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 162 | $1.00K | 0.00% | +10+6.6% | Added |
| HM Payson & Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Symetra Investment Management Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 9 | $1.00K | 0.00% | +9 | New |
| TSFG, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Essex Investment Management Co LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 23 | $2.00K | 0.00% | +1+4.5% | Added |
| Key Financial Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 28 | $2.00K | 0.00% | +5+21.7% | Added |
| Financial Perspectives, Inc | 27 | $2.36K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $2.80K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 31 | $3.00K | 0.00% | −1−3.1% | Reduced |
| Sierra Capital LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 30 | $3.00K | 0.00% | +30 | New |
| Sterling Investment Advisors, Ltd. | 30 | $3.00K | 0.00% | +30 | New |
| Urban Wealth Management, LLC | 35 | $3.00K | 0.01% | +35 | New |
| Ronald Blue Trust, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Loomis Sayles & Co L P | 46 | $4.00K | 0.00% | −43−48.3% | Reduced |
| City Holding Co | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 45 | $4.00K | 0.00% | −1−2.2% | Reduced |
| BerganKDV Wealth Management, LLC | 42 | $4.00K | 0.00% | −1−2.3% | Reduced |
| Atwood & Palmer Inc | 50 | $4.00K | 0.00% | +50 | New |
| CIBC Private Wealth Group, LLC | 47 | $4.00K | 0.00% | +47 | New |
| Tfo-TDC, LLC | 43 | $4.00K | 0.00% | +43 | New |
| Anchor Investment Management, LLC | 50 | $4.37K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 56 | $5.00K | 0.00% | +22+64.7% | Added |
| Bogart Wealth, LLC | 52 | $5.00K | 0.00% | +52 | New |
| Fieldpoint Private Securities, LLC | 71 | $6.00K | 0.00% | −180−71.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 81 | $7.00K | 0.00% | +81 | New |
| Bell Investment Advisors, Inc | 82 | $7.00K | 0.00% | +82 | New |
| American National Bank | 93 | $8.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 89 | $8.00K | 0.00% | −8−8.2% | Reduced |
| Harbor Investment Advisory, LLC | 89 | $8.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 91 | $8.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 95 | $8.29K | 0.01% | +5+5.6% | Added |
| KB Financial Partners, LLC | 108 | $9.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 100 | $9.00K | 0.01% | +100 | New |
| Steward Financial Group LLC | 109 | $9.00K | 0.01% | +109 | New |
| Westside Investment Management, Inc. | 125 | $10.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 112 | $10.0K | 0.00% | +11+10.9% | Added |
| Schubert & Co | 120 | $10.0K | 0.01% | +75+166.7% | Added |
| Total Clarity Wealth Management, Inc. | 109 | $10.0K | 0.01% | +109 | New |
| Sutton Wealth Advisors Inc. | 120 | $10.5K | 0.00% | +15+14.3% | Added |
| FinTrust Capital Advisors, LLC | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 121 | $11.0K | 0.00% | +50+70.4% | Added |
| Nomura Holdings Inc | 141 | $12.0K | 0.00% | −5,034−97.3% | Reduced |
| First Bank & Trust | 134 | $12.0K | 0.00% | −8−5.6% | Reduced |
| Smithfield Trust Co | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 154 | $13.0K | 0.03% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 151 | $13.2K | 0.00% | +151 | New |
| Peoples Financial Services Corp. | 158 | $14.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 159 | $14.0K | 0.02% | +133+511.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 160 | $14.0K | 0.00% | +160 | New |
| Valley National Advisers Inc | 184 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 183 | $16.0K | 0.00% | +183 | New |
| First Command Bank | 194 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 194 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 190 | $17.0K | 0.01% | 00.0% | Unchanged |
| Axim Planning & Wealth | 200 | $17.0K | 0.01% | +200 | New |
| Estabrook Capital Management | 200 | $17.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 210 | $18.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 203 | $18.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 211 | $19.0K | 0.01% | +2+1.0% | Added |
| Wagner Wealth Management, LLC | 217 | $19.0K | 0.02% | +217 | New |
| Riverview Trust Co | 229 | $20.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 232 | $20.0K | 0.00% | +67+40.6% | Added |
| Money Concepts Capital Corp | 241 | $21.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 241 | $21.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 244 | $21.0K | 0.00% | +150+159.6% | Added |
| Canton Hathaway, LLC | 236 | $21.0K | 0.01% | +236 | New |
| Farmers & Merchants Investments Inc | 262 | $23.0K | 0.00% | 00.0% | Unchanged |