| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $649 | 0.00% | – | – |
| Creative Financial Designs Inc | 2 | $1.00K | 0.00% | −222−99.1% | Reduced |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1 | $1.00K | 0.00% | +1 | New |
| Schubert & Co | 2 | $1.00K | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Karlinski Andrew C | 2 | $1.00K | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $1.30K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 2 | $1.30K | 0.00% | +2 | New |
| Absolute Capital Management, LLC | 2 | $1.30K | 0.00% | +2 | New |
| Blume Capital Management, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $2.00K | 0.00% | −1−25.0% | Reduced |
| Elequin Capital LP | 3 | $2.00K | 0.00% | +3 | New |
| Addison Advisors LLC | 3 | $2.00K | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 5 | $3.00K | 0.00% | +5 | New |
| FSB Premier Wealth Management, Inc. | 5 | $3.00K | 0.00% | +5 | New |
| Rise Advisors, LLC | 5 | $3.25K | 0.00% | +5 | New |
| Key Financial Inc | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 50 | $5.10K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $6.00K | 0.00% | −30,400−100.0% | Reduced |
| Arrow Financial Corp | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 10 | $6.00K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $6.00K | 0.00% | +4+66.7% | Added |
| Econ Financial Services Corp | 9 | $6.00K | 0.00% | +9 | New |
| Masso Torrence Wealth Management Inc. | 10 | $6.00K | 0.00% | +10 | New |
| Estabrook Capital Management | 10 | $6.49K | 0.00% | +10 | New |
| Northwest Investment Counselors, LLC | 11 | $7.00K | 0.00% | +11 | New |
| JNBA Financial Advisors | 11 | $7.00K | 0.00% | +11 | New |
| Atlas Capital Advisors LLC | 12 | $7.79K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $8.00K | 0.00% | +4+50.0% | Added |
| Sierra Capital LLC | 13 | $8.00K | 0.00% | +13 | New |
| Sittner & Nelson, LLC | 12 | $8.00K | 0.00% | +12 | New |
| West Paces Advisors Inc. | 13 | $8.44K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 14 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 14 | $9.00K | 0.00% | +14 | New |
| Advanced Research Investment Solutions, LLC | 15 | $9.00K | 0.00% | +15 | New |
| Tradewinds Capital Management, LLC | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 15 | $10.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Consultants Institutional, Inc. | 19 | $11.0K | 0.01% | +19 | New |
| Corbenic Partners LLC | 19 | $12.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 19 | $12.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 18 | $12.0K | 0.00% | +8+80.0% | Added |
| Rock Creek Group, LP | 18 | $12.0K | 0.00% | +18 | New |
| Capital Advisors, Ltd. LLC | 19 | $12.0K | 0.00% | +19 | New |
| Core Alternative Capital | 19 | $12.0K | 0.00% | +19 | New |
| Motco | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 22 | $14.0K | 0.01% | −20−47.6% | Reduced |
| First Financial Corp | 23 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 23 | $15.0K | 0.01% | +1+4.5% | Added |
| Atwood & Palmer Inc | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 25 | $16.0K | 0.01% | +25 | New |
| Larson Financial Group LLC | 26 | $17.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 28 | $18.0K | 0.01% | +28 | New |
| Retirement Planning Co of New England, Inc. | 28 | $18.0K | 0.01% | +28 | New |
| First Command Bank | 31 | $19.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 29 | $19.0K | 0.01% | +28+2,800.0% | Added |
| Cassady Schiller Wealth Management, LLC | 30 | $19.0K | 0.01% | +30 | New |
| Missouri Trust & Investment Co | 29 | $19.0K | 0.01% | +29 | New |
| First Command Financial Services, Inc. | 31 | $20.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 32 | $21.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 32 | $21.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 33 | $21.0K | 0.00% | +33 | New |
| Winch Advisory Services, LLC | 34 | $22.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 34 | $22.0K | 0.00% | +8+30.8% | Added |
| Pacifica Partners Inc. | 40 | $23.0K | 0.02% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 36 | $23.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 39 | $25.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 38 | $25.0K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 39 | $25.3K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 40 | $26.0K | 0.01% | −200−83.3% | Reduced |
| Hartford Financial Management Inc. | 40 | $26.0K | 0.01% | −8−16.7% | Reduced |
| Tortoise Investment Management, LLC | 40 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $29.0K | 0.01% | +12+36.4% | Added |
| Baystate Wealth Management LLC | 48 | $31.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 50 | $32.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $32.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $32.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 49 | $32.0K | 0.00% | +14+40.0% | Added |
| Center for Financial Planning, Inc. | 53 | $34.0K | 0.01% | 00.0% | Unchanged |
| Harding Loevner LP | 54 | $35.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 54 | $35.0K | 0.01% | +47+671.4% | Added |
| Ahl Investment Management, Inc. | 54 | $35.0K | 0.03% | +54 | New |
| JFS Wealth Advisors, LLC | 57 | $37.0K | 0.00% | −41−41.8% | Reduced |
| MV Capital Management, Inc. | 59 | $38.0K | 0.01% | +8+15.7% | Added |
| Prestige Wealth Management Group LLC | 62 | $40.0K | 0.01% | 00.0% | Unchanged |