| Advocacy Wealth Management Services, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 3 | $347 | 0.32% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $919 | 0.00% | – | – |
| Joseph P. Lucia & Associates, LLC | 14 | $1.00K | 0.00% | −10−41.7% | Reduced |
| AlphaMark Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 9 | $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 |
| Operose Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 13 | $1.00K | 0.00% | +13 | New |
| High Net Worth Advisory Group LLC | 20 | $2.00K | 0.00% | −10−33.3% | Reduced |
| James Investment Research Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 21 | $2.00K | 0.00% | +1+5.0% | Added |
| Bivin & Associates, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 31 | $3.00K | 0.00% | −2−6.1% | Reduced |
| Advanced Research Investment Solutions, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 32 | $3.00K | 0.03% | +32 | New |
| PFS Partners, LLC | 39 | $3.95K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 41 | $4.00K | 0.00% | +1+2.5% | Added |
| Raleigh Capital Management Inc. | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 30 | $4.00K | 0.00% | +4+15.4% | Added |
| Curi Capital | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $4.00K | 0.00% | +31+387.5% | Added |
| Goodman Advisory Group, LLC | 40 | $4.00K | 0.00% | +40 | New |
| Level Financial Advisors, Inc. | 40 | $4.00K | 0.00% | +40 | New |
| Brown, Lisle/Cummings, Inc. | 45 | $4.60K | 0.00% | +12+36.4% | Added |
| Castleview Partners, LLC | 1,000 | $4.76K | 0.00% | −1,957−66.2% | Reduced |
| Atlas Capital Advisors LLC | 47 | $4.80K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 48 | $4.91K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 39 | $5.00K | 0.00% | +39 | New |
| Axim Planning & Wealth | 50 | $5.00K | 0.00% | +50 | New |
| Rockbridge Investment Management, LCC | 56 | $5.72K | 0.00% | −215−79.3% | Reduced |
| Cutler Group LP | 60 | $6.00K | 0.00% | −5,515−98.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 64 | $7.00K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 66 | $7.00K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 68 | $7.00K | 0.00% | +2+3.0% | Added |
| Lee Financial Co | 66 | $7.00K | 0.00% | +52+371.4% | Added |
| Tower View Investment Management & Research LLC | 77 | $8.00K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 74 | $8.00K | 0.00% | +21+39.6% | Added |
| Tfo-TDC, LLC | 81 | $8.00K | 0.00% | +81 | New |
| First National Bank of South Miami | 85 | $9.00K | 0.01% | −41−32.5% | Reduced |
| Baillie Gifford & Co | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 88 | $9.00K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 91 | $9.00K | 0.00% | +91 | New |
| Solstein Capital, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 107 | $10.9K | 0.01% | −4−3.6% | Reduced |
| Sycomore Asset Management | 104 | $11.0K | 0.00% | −80−43.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 110 | $11.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 112 | $11.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 105 | $11.0K | 0.00% | +7+7.1% | Added |
| Providence Capital Advisors, LLC | 121 | $12.0K | 0.00% | −121−50.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 113 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 120 | $12.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 121 | $12.4K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 131 | $13.0K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 125 | $13.0K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 125 | $13.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 123 | $13.0K | 0.01% | +12+10.8% | Added |
| Ritter Daniher Financial Advisory LLC | 125 | $13.0K | 0.01% | +125 | New |
| Bellwether Advisors, LLC | 139 | $14.0K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 134 | $14.0K | 0.01% | +134 | New |
| Carolina Wealth Advisors, LLC | 150 | $15.0K | 0.01% | 00.0% | Unchanged |
| St. James Investment Advisors, LLC | 156 | $16.0K | 0.03% | −145−48.2% | Reduced |
| Retirement Group, LLC | 154 | $16.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 152 | $16.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 152 | $16.0K | 0.00% | +150+7,500.0% | Added |
| Coston, McIsaac & Partners | 160 | $16.0K | 0.01% | +160 | New |
| American National Bank | 180 | $18.0K | 0.00% | −98−35.3% | Reduced |
| Tyler-Stone Wealth Management | 174 | $18.0K | 0.01% | +54+45.0% | Added |
| Insight Inv LLC | 179 | $18.0K | 0.02% | +179 | New |
| GW&K Investment Management, LLC | 185 | $19.0K | 0.00% | +84+83.2% | Added |
| Schubert & Co | 185 | $19.0K | 0.02% | +97+110.2% | Added |
| Antonetti Capital Management LLC | 200 | $20.0K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 200 | $20.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 216 | $22.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 211 | $22.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 226 | $23.0K | 0.01% | +226 | New |
| Financial Synergies Wealth Advisors, Inc. | 226 | $23.1K | 0.00% | +226 | New |
| Cordasco Financial Network | 235 | $24.0K | 0.02% | +80+51.6% | Added |