| Addison Advisors LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2 | $229 | 0.18% | −1,581−99.9% | Reduced |
| WestEnd Advisors, LLC | – | $472 | 0.00% | – | – |
| Advocacy Wealth Management Services, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 11 | $1.00K | 0.00% | +11 | New |
| CFS Investment Advisory Services, LLC | 122,660 | $1.00K | 0.00% | +122,660 | New |
| SJS Investment Consulting Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Dravo Bay LLC | 12 | $1.42K | 0.00% | +12 | New |
| SRS Capital Advisors, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Horrell Capital Management, Inc. | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 29 | $3.00K | 0.00% | +4+16.0% | Added |
| Front Row Advisors LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $3.00K | 0.00% | +10+62.5% | Added |
| Glen Eagle Advisors, LLC | 30 | $3.54K | 0.00% | −200−87.0% | Reduced |
| Cambridge Trust Co | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motco | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $4.00K | 0.00% | +5+17.9% | Added |
| Washington Trust Advisors, Inc. | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 36 | $4.00K | 0.00% | +36 | New |
| Lee Financial Co | 40 | $5.00K | 0.00% | −50−55.6% | Reduced |
| Endurance Wealth Management, Inc. | 44 | $5.00K | 0.00% | −43−49.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 40 | $5.00K | 0.00% | +40 | New |
| Cedar Mountain Advisors, LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 49 | $6.00K | 0.00% | +49 | New |
| Claremont Financial Group, Inc. | 48 | $6.00K | 0.03% | +48 | New |
| JNBA Financial Advisors | 62 | $7.00K | 0.00% | −43−41.0% | Reduced |
| Laurel Wealth Advisors LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 57 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 61 | $7.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 63 | $7.00K | 0.00% | +41+186.4% | Added |
| Capital Analysts, LLC | 60 | $7.00K | 0.00% | +60 | New |
| Cordant, Inc. | 58 | $7.00K | 0.00% | +58 | New |
| HighMark Wealth Management LLC | 70 | $8.00K | 0.01% | −12−14.6% | Reduced |
| Smith Group Asset Management, LLC | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 70 | $8.00K | 0.00% | +56+400.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 74 | $9.00K | 0.00% | −433−85.4% | Reduced |
| Bellevue Asset Management, LLC | 75 | $9.00K | 0.01% | −75−50.0% | Reduced |
| O'Dell Group, LLC | 76 | $9.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 75 | $9.00K | 0.01% | +50+200.0% | Added |
| Professional Financial Advisors, LLC | 76 | $9.00K | 0.00% | +52+216.7% | Added |
| Roble, Belko & Company, Inc | 85 | $10.0K | 0.00% | −15−15.0% | Reduced |
| Vectors Research Management, LLC | 88 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 81 | $10.0K | 0.00% | −7−8.0% | Reduced |
| Creative Financial Designs Inc | 84 | $10.0K | 0.00% | +35+71.4% | Added |
| CoreFirst Bank & Trust | 96 | $11.0K | 0.01% | −54−36.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 94 | $11.0K | 0.01% | 00.0% | Unchanged |
| Econ Financial Services Corp | 97 | $11.0K | 0.01% | +97 | New |
| Kayne Anderson Rudnick Investment Management LLC | 101 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 106 | $12.0K | 0.02% | +1+1.0% | Added |
| Investment Research & Advisory Group, Inc. | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 102 | $12.0K | 0.01% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 104 | $12.0K | 0.01% | +104 | New |
| Capital Advisors, Ltd. LLC | 107 | $13.0K | 0.00% | −9−7.8% | Reduced |
| Curi Capital | 112 | $13.0K | 0.00% | −13−10.4% | Reduced |
| Foresight Capital Management Advisors, Inc. | 109 | $13.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 113 | $13.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 107 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 114 | $13.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 106 | $13.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 120 | $14.0K | 0.00% | −575−82.7% | Reduced |
| Danda Trouve Investment Management, Inc. | 121 | $14.0K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 125 | $14.8K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 131 | $15.0K | 0.00% | −68−34.2% | Reduced |
| First Command Financial Services, Inc. | 131 | $15.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 124 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 144 | $17.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 144 | $17.0K | 0.01% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 150 | $17.7K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 149 | $18.0K | 0.00% | +101+210.4% | Added |
| Wellington Shields Capital Management, LLC | 150 | $18.0K | 0.00% | +150 | New |
| Capital Advisory Group Advisory Services, LLC | 151 | $18.0K | 0.01% | +151 | New |
| Kozak & Associates, Inc. | 181 | $19.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 167 | $20.0K | 0.01% | +111+198.2% | Added |
| Strategic Asset Management, LLC | 179 | $21.0K | 0.03% | −24−11.8% | Reduced |
| Trustcore Financial Services, LLC | 178 | $21.0K | 0.00% | −20−10.1% | Reduced |
| Pflug Koory, LLC | 181 | $21.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 177 | $21.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 176 | $21.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 181 | $21.0K | 0.01% | +43+31.2% | Added |
| Win Advisors, Inc | 175 | $21.0K | 0.01% | +175 | New |
| Financial Enhancement Group LLC | 187 | $22.0K | 0.00% | 00.0% | Unchanged |