| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 0 | $19 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $319 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $319 | 0.00% | +1 | New |
| Motco | 2 | $639 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $639 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $639 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 2 | $639 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $639 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 18 | $642 | 0.00% | +18 | New |
| Kessler Investment Group, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.28K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $1.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.28K | 0.00% | +2+100.0% | Added |
| MinichMacGregor Wealth Management, LLC | 4 | $1.28K | 0.00% | +4 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.28K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $1.60K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $1.60K | 0.00% | +5 | New |
| Disciplined Investments, LLC | 6 | $1.92K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $1.92K | 0.00% | +6 | New |
| McElhenny Sheffield Capital Management, LLC | 6 | $1.92K | 0.00% | +6 | New |
| My Personal CFO, LLC | 6 | $1.92K | 0.00% | +6 | New |
| Sierra Capital LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 6 | $2.00K | 0.00% | +6 | New |
| Newbridge Financial Services Group, Inc. | 7 | $2.23K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7 | $2.23K | 0.00% | +7 | New |
| Schubert & Co | 8 | $2.55K | 0.00% | −1−11.1% | Reduced |
| Addison Advisors LLC | 8 | $2.55K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 8 | $2.55K | 0.00% | +8 | New |
| Fiduciary Alliance LLC | 8 | $2.55K | 0.00% | +8 | New |
| Bellwether Advisors, LLC | 9 | $2.87K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 9 | $2.87K | 0.00% | −3−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 9 | $2.87K | 0.00% | −4−30.8% | Reduced |
| Clear Street Markets LLC | 10 | $3.00K | 0.00% | −576−98.3% | Reduced |
| Capital Advisors, Ltd. LLC | 131 | $3.00K | 0.00% | +119+991.7% | Added |
| NewSquare Capital LLC | 10 | $3.19K | 0.00% | −9,155−99.9% | Reduced |
| IMA Wealth, Inc. | 13 | $4.15K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 14 | $4.47K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 14 | $4.47K | 0.00% | +7+100.0% | Added |
| HighMark Wealth Management LLC | 15 | $4.79K | 0.00% | −6−28.6% | Reduced |
| Hartford Financial Management Inc. | 15 | $4.79K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 15 | $4.79K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 16 | $5.00K | 0.00% | −2−11.1% | Reduced |
| DT Investment Partners, LLC | 16 | $5.11K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 17 | $5.43K | 0.01% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $5.75K | 0.00% | −8−30.8% | Reduced |
| Versant Capital Management, Inc | 18 | $5.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $5.75K | 0.00% | −5−21.7% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $6.00K | 0.05% | −30−60.0% | Reduced |
| Delos Wealth Advisors, LLC | 19 | $6.07K | 0.01% | +16+533.3% | Added |
| Adirondack Trust Co | 20 | $6.38K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 22 | $7.00K | 0.00% | +22 | New |
| Gradient Investments LLC | 22 | $7.02K | 0.00% | −31−58.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 22 | $7.02K | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 22 | $7.29K | 0.00% | +22 | New |
| Red Tortoise LLC | 23 | $7.34K | 0.01% | +23 | New |
| Corrado Advisors, LLC | 25 | $7.98K | 0.01% | +25 | New |
| Jones Financial Companies LLLP | 24 | $8.00K | 0.00% | +8+50.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 26 | $8.30K | 0.00% | +26 | New |
| BerganKDV Wealth Management, LLC | 27 | $8.62K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 30 | $9.58K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $9.58K | 0.00% | −1−3.2% | Reduced |
| Burleson & Company, LLC | 30 | $9.58K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 33 | $10.1K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 32 | $10.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 43 | $13.7K | 0.00% | +43 | New |
| Core Alternative Capital | 45 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 50 | $16.0K | 0.01% | +18+56.3% | Added |
| Money Concepts Capital Corp | 51 | $16.3K | 0.00% | +51 | New |
| Parallax Volatility Advisers, L.P. | 53 | $16.9K | 0.00% | −39−42.4% | Reduced |
| Geneos Wealth Management Inc. | 59 | $18.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 60 | $19.2K | 0.02% | +60 | New |
| FinTrust Capital Advisors, LLC | 62 | $19.8K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 64 | $20.4K | 0.01% | −61−48.8% | Reduced |
| Stonebridge Capital Advisors LLC | 70 | $22.4K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 72 | $23.0K | 0.01% | +31+75.6% | Added |
| Tortoise Investment Management, LLC | 76 | $24.3K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 80 | $25.5K | 0.04% | +80 | New |
| 3Chopt Investment Partners, LLC | 91 | $29.1K | 0.02% | +91 | New |
| Ancora Advisors, LLC | 94 | $30.0K | 0.00% | +94 | New |
| Whittier Trust Co of Nevada Inc | 94 | $30.0K | 0.00% | +13+16.0% | Added |
| Deseret Mutual Benefit Administrators | 94 | $30.0K | 0.01% | −79−45.7% | Reduced |
| Lowe Wealth Advisors, LLC | 100 | $31.9K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $31.9K | 0.01% | +100 | New |
| Harbour Investments, Inc. | 102 | $32.6K | 0.00% | +14+15.9% | Added |
| Farmers & Merchants Investments Inc | 104 | $33.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 105 | $33.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 110 | $35.1K | 0.00% | −13−10.6% | Reduced |
| Compagnie Lombard Odier SCmA | 114 | $36.0K | 0.00% | +94+470.0% | Added |
| Northwest Investment Counselors, LLC | 114 | $36.4K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 119 | $38.0K | 0.00% | −16,028−99.3% | Reduced |
| Crewe Advisors LLC | 119 | $38.0K | 0.01% | −83−41.1% | Reduced |
| Dark Forest Capital Management LP | 119 | $38.0K | 0.01% | +117+5,850.0% | Added |
| MCF Advisors LLC | 120 | $38.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 122 | $39.0K | 0.01% | −9−6.9% | Reduced |
| Raleigh Capital Management Inc. | 125 | $39.9K | 0.02% | +55+78.6% | Added |
| Clear Investment Research, LLC | 125 | $40.0K | 0.08% | 00.0% | Unchanged |
| Field & Main Bank | 132 | $42.1K | 0.03% | 00.0% | Unchanged |