| J.Safra Asset Management Corp | 210 | $0 | 0.00% | +210 | New |
| CFS Investment Advisory Services, LLC | 146,241 | $0 | 0.00% | +146,241 | New |
| Old North State Trust, LLC | 1 | $269 | 0.22% | −600−99.8% | Reduced |
| WFA Asset Management Corp | 1 | $463 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| Siena Capital LLC | 2 | $1.00K | 0.00% | +2 | New |
| Vectors Research Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $2.00K | 0.00% | +3+300.0% | Added |
| Pittenger & Anderson Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $4.00K | 0.00% | −40−80.0% | Reduced |
| Eukles Asset Management | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 9 | $4.00K | 0.00% | +9 | New |
| Oliver Lagore Vanvalin Investment Group | 9 | $4.00K | 0.00% | +9 | New |
| Zullo Investment Group, Inc. | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 12 | $5.00K | 0.01% | +4+50.0% | Added |
| GW&K Investment Management, LLC | 11 | $5.00K | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $6.00K | 0.00% | −8−38.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 14 | $6.00K | 0.00% | +14 | New |
| Steward Financial Group LLC | 15 | $6.00K | 0.01% | +15 | New |
| Column Capital Advisors, LLC | 15 | $7.00K | 0.00% | −207−93.2% | Reduced |
| Ogorek Anthony Joseph | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 15 | $7.00K | 0.00% | +15 | New |
| Archer Investment Corp | 16 | $7.39K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $8.00K | 0.01% | −6−24.0% | Reduced |
| BerganKDV Wealth Management, LLC | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 18 | $8.05K | 0.00% | +18 | New |
| United Community Bank | 20 | $8.94K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 20 | $9.00K | 0.00% | +3+17.6% | Added |
| Cordant, Inc. | 21 | $9.00K | 0.01% | +21 | New |
| San Luis Wealth Advisors LLC | 24 | $9.00K | 0.00% | +24 | New |
| TCWP LLC | 22 | $9.00K | 0.00% | +22 | New |
| Focused Wealth Management, Inc | 22 | $10.0K | 0.00% | −375−94.5% | Reduced |
| Baystate Wealth Management LLC | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 22 | $10.0K | 0.00% | +12+120.0% | Added |
| Ulland Investment Advisors, LLC | 25 | $11.0K | 0.01% | +25 | New |
| Delos Wealth Advisors, LLC | 27 | $12.0K | 0.01% | −54−66.7% | Reduced |
| SOA Wealth Advisors, LLC. | 29 | $12.0K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 27 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 26 | $12.0K | 0.00% | +7+36.8% | Added |
| Financial Management Professionals, Inc. | 27 | $12.0K | 0.00% | +17+170.0% | Added |
| SWS Partners | 27 | $12.0K | 0.01% | +27 | New |
| GoalVest Advisory LLC | 27 | $12.0K | 0.01% | +27 | New |
| Motco | 28 | $13.0K | 0.00% | −27−49.1% | Reduced |
| First National Bank of South Miami | 30 | $13.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 28 | $13.0K | 0.01% | +14+100.0% | Added |
| Optimum Investment Advisors | 30 | $13.0K | 0.01% | +30 | New |
| C M Bidwell & Associates Ltd | 32 | $14.0K | 0.01% | −16−33.3% | Reduced |
| Howe & Rusling Inc | 31 | $14.0K | 0.00% | −4−11.4% | Reduced |
| Halpern Financial, Inc. | 35 | $15.7K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 35 | $15.9K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 36 | $16.0K | 0.00% | +36 | New |
| Bedel Financial Consulting, Inc. | 38 | $17.0K | 0.01% | −3−7.3% | Reduced |
| Gables Capital Management Inc. | 38 | $17.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $18.0K | 0.00% | −20−33.3% | Reduced |
| Annapolis Financial Services, LLC | 40 | $18.0K | 0.01% | 00.0% | Unchanged |
| Power Corp of Canada | 41 | $18.0K | 0.00% | +41 | New |
| US Asset Management LLC | 40 | $18.0K | 0.02% | +40 | New |
| Sargent Bickham Lagudis LLC | 43 | $19.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 44 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 45 | $20.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 44 | $20.0K | 0.00% | +44 | New |
| Tacita Capital Inc | 45 | $20.0K | 0.01% | +45 | New |
| TFC Financial Management | 46 | $21.0K | 0.01% | −83−64.3% | Reduced |
| MCF Advisors LLC | 48 | $21.0K | 0.00% | +48 | New |
| Private Ocean, LLC | 49 | $22.0K | 0.00% | −8−14.0% | Reduced |
| Investors Research Corp | 50 | $22.0K | 0.01% | −8−13.8% | Reduced |
| Key Financial Inc | 50 | $22.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 50 | $22.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 53 | $24.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 54 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 56 | $25.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 57 | $25.0K | 0.01% | 00.0% | Unchanged |
| Kings Point Capital Management | 55 | $25.0K | 0.00% | +25+83.3% | Added |
| Capital Directions Investment Advisors, LLC | 55 | $25.0K | 0.01% | +55 | New |
| Lansing Street Advisors | 54 | $25.0K | 0.02% | +54 | New |
| First Bank & Trust | 61 | $27.0K | 0.01% | −50−45.0% | Reduced |
| Global Financial Private Client, LLC | 61 | $27.7K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 62 | $28.0K | 0.00% | −43−41.0% | Reduced |
| Bellwether Advisors, LLC | 63 | $28.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 65 | $29.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 67 | $30.0K | 0.01% | +2+3.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 68 | $30.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 70 | $31.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 70 | $31.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 69 | $31.0K | 0.01% | +60+666.7% | Added |
| FSC Wealth Advisors, LLC | 71 | $32.0K | 0.03% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 75 | $34.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 75 | $34.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 76 | $34.0K | 0.01% | 00.0% | Unchanged |
| Burleson & Company, LLC | 75 | $34.0K | 0.01% | +75 | New |
| RPg Family Wealth Advisory, LLC | 77 | $34.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 81 | $36.0K | 0.00% | +1+1.3% | Added |
