| Carolinas Wealth Consulting LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 21 | $1.00K | 0.00% | −21−50.0% | Reduced |
| JJJ Advisors Inc. | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $1.00K | 0.00% | +29 | New |
| Signet Financial Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 26 | $1.00K | 0.00% | +26 | New |
| Raffa Wealth Management, LLC | 22 | $1.02K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 39 | $2.00K | 0.00% | +39 | New |
| Total Clarity Wealth Management, Inc. | 46 | $2.00K | 0.00% | +46 | New |
| Carroll Investors, Inc | 52 | $2.00K | 0.00% | +52 | New |
| McDonald Partners LLC | 52 | $2.46K | 0.00% | +52 | New |
| Absolute Capital Management, LLC | 52 | $2.46K | 0.00% | +52 | New |
| Meeder Asset Management Inc | 68 | $3.00K | 0.00% | −123−64.4% | Reduced |
| Winch Advisory Services, LLC | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 66 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 66 | $3.00K | 0.00% | +66 | New |
| JFS Wealth Advisors, LLC | 57 | $3.00K | 0.00% | +57 | New |
| Endurance Wealth Management, Inc. | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $4.65K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 104 | $4.84K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 107 | $5.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 105 | $5.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 100 | $5.00K | 0.00% | +100 | New |
| Core Alternative Capital | 98 | $5.00K | 0.00% | +98 | New |
| Outfitter Financial LLC | 100 | $5.00K | 0.00% | +100 | New |
| Farmers & Merchants Investments Inc | 128 | $6.00K | 0.00% | −443−77.6% | Reduced |
| Bell Investment Advisors, Inc | 136 | $6.00K | 0.00% | −11−7.5% | Reduced |
| Private Capital Group, LLC | 129 | $6.00K | 0.00% | +5+4.0% | Added |
| Key Financial Inc | 123 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 122 | $6.00K | 0.00% | +122 | New |
| Valley National Advisers Inc | 167 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 170 | $8.00K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 204 | $9.00K | 0.00% | +3+1.5% | Added |
| EverSource Wealth Advisors, LLC | 194 | $9.00K | 0.00% | +194 | New |
| Islay Capital Management, LLC | 200 | $9.00K | 0.01% | +200 | New |
| Hanson & Doremus Investment Management | 220 | $10.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 212 | $10.0K | 0.00% | +2+1.0% | Added |
| Allworth Financial LP | 253 | $12.0K | 0.00% | +3+1.2% | Added |
| Pinnacle Bancorp, Inc. | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 260 | $12.0K | 0.01% | +260 | New |
| Bellwether Advisors, LLC | 294 | $13.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 280 | $13.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 265 | $14.0K | 0.00% | −35−11.7% | Reduced |
| Contravisory Investment Management, Inc. | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 299 | $14.0K | 0.00% | +35+13.3% | Added |
| Trustcore Financial Services, LLC | 315 | $15.0K | 0.00% | −1,500−82.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 320 | $15.0K | 0.00% | +3+0.9% | Added |
| JNBA Financial Advisors | 328 | $15.0K | 0.00% | +33+11.2% | Added |
| First Personal Financial Services | 350 | $16.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 375 | $17.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 350 | $19.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 422 | $20.0K | 0.00% | +225+114.2% | Added |
| PSI Advisors, LLC | 450 | $21.0K | 0.01% | +450 | New |
| Exchange Traded Concepts, LLC | 470 | $22.0K | 0.00% | −1−0.2% | Reduced |
| Simplex Trading, LLC | 484 | $22.0K | 0.00% | +484 | New |
| Tyler-Stone Wealth Management | 473 | $22.0K | 0.01% | +473 | New |
| North Star Investment Management Corp. | 490 | $23.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 490 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 488 | $23.0K | 0.00% | +274+128.0% | Added |
| Glassman Wealth Services | 519 | $24.0K | 0.00% | −2,697−83.9% | Reduced |
| Widmann Financial Services, Inc. | 525 | $24.0K | 0.02% | +525 | New |
| Retirement Planning Co of New England, Inc. | 550 | $25.0K | 0.01% | +550 | New |
| Fortitude Advisory Group L.L.C. | 559 | $26.0K | 0.01% | +559 | New |
| Banque Cantonale Vaudoise | 600 | $28.0K | 0.00% | −1,300−68.4% | Reduced |
| MUFG Americas Holdings Corp | 605 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 630 | $29.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 635 | $30.0K | 0.00% | +635 | New |
| Parallel Advisors, LLC | 663 | $31.0K | 0.00% | −212−24.2% | Reduced |
| Accel Wealth Management | 671 | $31.0K | 0.02% | −144−17.7% | Reduced |
| Jones Financial Companies LLLP | 715 | $33.0K | 0.00% | +265+58.9% | Added |
| MV Capital Management, Inc. | 725 | $34.0K | 0.00% | +200+38.1% | Added |
| Financial Management Professionals, Inc. | 770 | $36.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 792 | $36.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 864 | $40.0K | 0.01% | +396+84.6% | Added |
| Huntington National Bank | 893 | $42.0K | 0.00% | −450−33.5% | Reduced |
| Fieldpoint Private Securities, LLC | 937 | $44.0K | 0.01% | −250−21.1% | Reduced |
| Central Trust Co | 945 | $44.0K | 0.00% | −146−13.4% | Reduced |
| Aspire Private Capital, LLC | 953 | $44.0K | 0.01% | −157−14.1% | Reduced |
| Sandy Spring Bank | 1,000 | $47.0K | 0.00% | −200−16.7% | Reduced |
| Sandy Cove Advisors, LLC | 1,000 | $47.0K | 0.04% | +1,000 | New |
| Chilton Capital Management LLC | 1,050 | $49.0K | 0.00% | +1,050 | New |
| Newbridge Financial Services Group, Inc. | 1,127 | $52.0K | 0.02% | +943+512.5% | Added |
| Bogart Wealth, LLC | 1,140 | $53.0K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,196 | $56.0K | 0.01% | −100−7.7% | Reduced |
| Proequities, Inc. | 1,215 | $57.0K | 0.00% | +210+20.9% | Added |
| Harbor Investment Advisory, LLC | 1,278 | $59.0K | 0.01% | −3,140−71.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,317 | $61.0K | 0.00% | +9+0.7% | Added |
| Archer Investment Corp | 1,328 | $61.8K | 0.02% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 1,350 | $62.0K | 0.03% | +1,350 | New |