| McClarren Financial Advisors, Inc. | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Corbenic Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 37 | $0 | 0.00% | +37 | New |
| Spartan Planning & Wealth Management | 1 | $0 | 0.00% | +1 | New |
| Halpern Financial, Inc. | 1 | $138 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3 | $440 | 0.35% | −2,902−99.9% | Reduced |
| Operose Advisors LLC | 7 | $1.00K | 0.00% | −50−87.7% | Reduced |
| Roble, Belko & Company, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 6 | $1.00K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | – | $1.08K | 0.00% | – | – |
| CFS Investment Advisory Services, LLC | 255,664 | $2.00K | 0.01% | +253,764+13,356.0% | Added |
| Lee Financial Co | 14 | $2.00K | 0.00% | −93−86.9% | Reduced |
| Bivin & Associates, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Iron Horse Wealth Management, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 21 | $3.00K | 0.00% | +21 | New |
| Joseph P. Lucia & Associates, LLC | 24 | $3.00K | 0.00% | +24 | New |
| Advanced Research Investment Solutions, LLC | 32 | $4.00K | 0.00% | −850−96.4% | Reduced |
| HighMark Wealth Management LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 36 | $4.00K | 0.00% | +1+2.9% | Added |
| China Universal Asset Management Co., Ltd. | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 33 | $4.44K | 0.00% | +33 | New |
| Sageworth Trust Co | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 38 | $5.00K | 0.00% | +38 | New |
| PFS Partners, LLC | 39 | $5.19K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 44 | $6.00K | 0.00% | −239−84.5% | Reduced |
| Aspire Private Capital, LLC | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 45 | $6.00K | 0.00% | +39+650.0% | Added |
| Atlas Capital Advisors LLC | 47 | $6.32K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 48 | $6.46K | 0.00% | +24+100.0% | Added |
| Cranbrook Wealth Management, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 53 | $7.00K | 0.00% | +53 | New |
| Vienna Asset Management LLC | 62 | $8.00K | 0.01% | −1,812−96.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 59 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 61 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 58 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 70 | $9.00K | 0.00% | −1−1.4% | Reduced |
| Cypress Capital Management LLC (WY) | 64 | $9.00K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 66 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 77 | $10.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 76 | $10.0K | 0.00% | +76 | New |
| Greenwood Capital Associates LLC | 81 | $11.0K | 0.00% | −17,427−99.5% | Reduced |
| Professional Financial Advisors, LLC | 80 | $11.0K | 0.00% | +80 | New |
| Citizens National Bank Trust Department | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 88 | $12.0K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 88 | $12.0K | 0.01% | +52+144.4% | Added |
| Solstein Capital, LLC | 100 | $13.0K | 0.01% | −526−84.0% | Reduced |
| Creative Financial Designs Inc | 98 | $13.0K | 0.00% | −27−21.6% | Reduced |
| GW&K Investment Management, LLC | 101 | $14.0K | 0.00% | −13,968−99.3% | Reduced |
| RPg Family Wealth Advisory, LLC | 109 | $14.7K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 111 | $14.9K | 0.01% | −52−31.9% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 110 | $15.0K | 0.01% | −360−76.6% | Reduced |
| Hillsdale Investment Management Inc. | 112 | $15.0K | 0.00% | −238−68.0% | Reduced |
| Accel Wealth Management | 111 | $15.0K | 0.01% | −19−14.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 113 | $15.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 112 | $15.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 120 | $16.0K | 0.01% | −1,351−91.8% | Reduced |
| Raffa Wealth Management, LLC | 120 | $16.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 121 | $16.3K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 125 | $17.0K | 0.02% | −113−47.5% | Reduced |
| First National Bank of South Miami | 126 | $17.0K | 0.01% | −12−8.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 125 | $17.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 125 | $17.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 125 | $17.0K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 122 | $17.0K | 0.01% | +122 | New |
| Clearview Wealth Advisors LLC | 131 | $18.0K | 0.01% | −121−48.0% | Reduced |
| Bellwether Advisors, LLC | 139 | $18.0K | 0.01% | −83−37.4% | Reduced |
| Red Cedar Capital, LLC | 152 | $20.0K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 150 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 155 | $21.0K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 158 | $21.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 154 | $21.0K | 0.01% | +39+33.9% | Added |
| Horan Securities, Inc. | 175 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sycomore Asset Management | 184 | $26.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $26.0K | 0.02% | +200 | New |
| Crewe Advisors LLC | 200 | $27.0K | 0.01% | +19+10.5% | Added |
| Antonetti Capital Management LLC | 200 | $27.0K | 0.03% | +180+900.0% | Added |
| Beacon Capital Management, LLC | 204 | $27.0K | 0.01% | +204 | New |
| DB Wealth Management Group, LLC | 211 | $28.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 212 | $29.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 216 | $29.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 300 | $32.0K | 0.02% | +300 | New |
| United Community Bank | 240 | $32.3K | 0.03% | −30−11.1% | Reduced |