| TCI Wealth Advisors, Inc. | 4 | $0 | 0.00% | −150−97.4% | Reduced |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $76 | 0.00% | – | New |
| Atlas Capital Advisors LLC | 7 | $535 | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 9 | $688 | 0.00% | −22−71.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | −275,340−100.0% | Reduced |
| Clearview Wealth Advisors LLC | 10 | $1.00K | 0.00% | −93−90.3% | Reduced |
| McIlrath & Eck, LLC | 15 | $1.00K | 0.00% | −30−66.7% | Reduced |
| Pittenger & Anderson Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Crescent Capital Consulting, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $1.00K | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| HWG Holdings LP | 12 | $1.00K | 0.00% | +12 | New |
| Tarbox Family Office, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| St. Johns Investment Management Company, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Kelly Financial Services LLC | 88,116 | $1.15K | 0.04% | +86,949+7,450.6% | Added |
| FNY Investment Advisers, LLC | 30 | $2.00K | 0.00% | −8,555−99.7% | Reduced |
| First Horizon Corp | 32 | $2.00K | 0.00% | +2+6.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 30 | $2.00K | 0.00% | +30 | New |
| Farmers & Merchants Investments Inc | 22 | $2.00K | 0.00% | +22 | New |
| San Francisco Sentry Investment Group (Ca) | 20 | $2.00K | 0.00% | +20 | New |
| Private Ocean, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Paradigm, Strategies in Wealth Management, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 30 | $2.29K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 37 | $3.00K | 0.00% | −14−27.5% | Reduced |
| Financial Management Professionals, Inc. | 45 | $3.00K | 0.00% | +3+7.1% | Added |
| FourThought Financial, LLC | 45 | $3.00K | 0.00% | +10+28.6% | Added |
| Plante Moran Financial Advisors, LLC | 37 | $3.00K | 0.00% | +37 | New |
| Winch Advisory Services, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Prestige Wealth Management Group LLC | 48 | $4.00K | 0.00% | −24−33.3% | Reduced |
| Trust Co | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 55 | $4.00K | 0.00% | +55 | New |
| Macroview Investment Management LLC | 51 | $4.00K | 0.01% | +51 | New |
| Laurel Wealth Advisors LLC | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 60 | $5.00K | 0.00% | +60 | New |
| Meeder Asset Management Inc | 73 | $6.00K | 0.00% | −6,125−98.8% | Reduced |
| Lindbrook Capital, LLC | 84 | $6.00K | 0.00% | −13−13.4% | Reduced |
| Rockbridge Investment Management, LCC | 75 | $6.00K | 0.00% | +75 | New |
| CVA Family Office, LLC | 89 | $7.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 106 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 102 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 110 | $8.00K | 0.00% | +10+10.0% | Added |
| John W. Brooker & Co., CPAs | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 100 | $8.00K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $8.00K | 0.00% | +100 | New |
| West Branch Capital LLC | 110 | $8.00K | 0.00% | +110 | New |
| Enterprise Financial Services Corp | 112 | $9.00K | 0.00% | −7−5.9% | Reduced |
| First National Bank of South Miami | 118 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 135 | $10.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 128 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 137 | $10.0K | 0.00% | +137 | New |
| NEXT Financial Group, Inc | 154 | $11.0K | 0.00% | −87−36.1% | Reduced |
| Fieldpoint Private Securities, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 140 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 145 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 150 | $11.0K | 0.00% | +50+50.0% | Added |
| Cowen Prime Advisors LLC | 150 | $11.0K | 0.00% | +150 | New |
| Glen Eagle Advisors, LLC | 151 | $11.6K | 0.00% | +140+1,272.7% | Added |
| Hexagon Capital Partners LLC | 159 | $12.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 161 | $12.0K | 0.00% | +36+28.8% | Added |
| Pacitti Group Inc. | 175 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 174 | $13.0K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 171 | $13.0K | 0.00% | +86+101.2% | Added |
| TD Private Client Wealth LLC | 173 | $13.2K | 0.00% | +163+1,630.0% | Added |
| BDO Wealth Advisors, LLC | 185 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 200 | $15.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $15.3K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 211 | $16.0K | 0.01% | −9−4.1% | Reduced |
| Gemmer Asset Management LLC | 227 | $17.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 227 | $17.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 234 | $17.0K | 0.00% | +143+157.1% | Added |
| Strategic Blueprint, LLC | 217 | $17.0K | 0.00% | +217 | New |
| Institutional & Family Asset Management, LLC | 231 | $18.0K | 0.00% | −620−72.9% | Reduced |
| Heritage Wealth Management, LLC | 230 | $18.0K | 0.01% | +100+76.9% | Added |
| Montag A & Associates Inc | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 247 | $19.0K | 0.01% | +32+14.9% | Added |
| Berman Capital Advisors, LLC | 254 | $19.0K | 0.00% | +77+43.5% | Added |
| Cedar Wealth Management, LLC | 270 | $21.0K | 0.01% | +270 | New |
| Private Capital Group, LLC | 287 | $22.0K | 0.01% | +55+23.7% | Added |
| Beck Bode, LLC | 283 | $22.0K | 0.01% | +283 | New |
| Financial Insights, Inc. | 300 | $22.9K | 0.02% | +300 | New |
| Quadrant Capital Group LLC | 300 | $23.0K | 0.00% | −120−28.6% | Reduced |
| Norway Savings Bank | 300 | $23.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 301 | $23.0K | 0.00% | +100+49.8% | Added |
| SOA Wealth Advisors, LLC. | 306 | $23.0K | 0.01% | +251+456.4% | Added |
| Central Trust Co | 311 | $24.0K | 0.00% | +311 | New |
