| Professional Financial Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| ARK Investment Management LLCSuperinvestorARK Invest | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 15 | $2.00K | 0.00% | −41−73.2% | Reduced |
| Baystate Wealth Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 20 | $2.00K | 0.00% | +20 | New |
| Cordant, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Bartlett & Co. Wealth Management LLC | 25 | $2.80K | 0.00% | −39−60.9% | Reduced |
| Bartlett & Co. LLC | 25 | $3.00K | 0.00% | −39−60.9% | Reduced |
| Ellevest, Inc. | 31 | $3.00K | 0.00% | −25−44.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 25 | $3.00K | 0.00% | +25 | New |
| HighMark Wealth Management LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 32 | $4.00K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 45 | $5.00K | 0.00% | −200−81.6% | Reduced |
| Retirement Group, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 45 | $5.00K | 0.00% | +37+462.5% | Added |
| Archer Investment Corp | 50 | $5.58K | 0.00% | +50 | New |
| Peoples Financial Services Corp. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $6.00K | 0.00% | +50 | New |
| Kozak & Associates, Inc. | 52 | $6.00K | 0.00% | +52 | New |
| Simon Quick Advisors, LLC | 63 | $7.00K | 0.00% | −657−91.3% | Reduced |
| Delta Asset Management LLC | 63 | $7.00K | 0.00% | +22+53.7% | Added |
| Agf Investments Inc. | 75 | $8.00K | 0.00% | +75 | New |
| Kelly Financial Services LLC | 74 | $8.29K | 0.00% | −8,845−99.2% | Reduced |
| Global Financial Private Client, LLC | 81 | $9.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 84 | $9.38K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 91 | $10.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 86 | $10.0K | 0.00% | +86 | New |
| West Paces Advisors Inc. | 95 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 101 | $11.0K | 0.00% | +1+1.0% | Added |
| Investors Research Corp | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 97 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 108 | $12.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 106 | $12.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 108 | $12.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 105 | $12.0K | 0.00% | +99+1,650.0% | Added |
| Strategic Asset Management, LLC | 108 | $12.0K | 0.02% | +108 | New |
| RPG Investment Advisory, LLC | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 116 | $13.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 105 | $13.0K | 0.01% | +105 | New |
| Stephenson National Bank & Trust | 124 | $14.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 125 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 125 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 135 | $15.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 141 | $16.0K | 0.00% | −153−52.0% | Reduced |
| Salem Investment Counselors Inc | 146 | $16.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 156 | $17.0K | 0.00% | −9−5.5% | Reduced |
| Islay Capital Management, LLC | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 150 | $17.0K | 0.01% | +150 | New |
| Kowal Investment Group, LLC | 151 | $17.0K | 0.01% | +151 | New |
| Advocacy Wealth Management Services, LLC | 164 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 159 | $18.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 163 | $18.0K | 0.02% | +163 | New |
| Bellwether Advisors, LLC | 171 | $19.0K | 0.01% | +171 | New |
| Red Tortoise LLC | 292 | $20.0K | 0.02% | +292 | New |
| Bogart Wealth, LLC | 192 | $21.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 188 | $21.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 190 | $21.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 184 | $21.0K | 0.00% | +15+8.9% | Added |
| Burleson & Company, LLC | 200 | $22.0K | 0.00% | −100−33.3% | Reduced |
| Capital Advisors, Ltd. LLC | 197 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 195 | $22.0K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 200 | $22.0K | 0.01% | +200 | New |
| Cahill Financial Advisors Inc | 219 | $24.0K | 0.00% | +219 | New |
| American National Bank | 220 | $25.0K | 0.01% | +220 | New |
| BBVA USA | 231 | $26.0K | 0.00% | −190−45.1% | Reduced |
| Albion Financial Group | 237 | $26.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 237 | $26.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 242 | $27.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 252 | $28.0K | 0.01% | −23−8.4% | Reduced |
| Dividend Assets Capital, LLC | 250 | $28.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 253 | $28.0K | 0.00% | 00.0% | Unchanged |
| Milestone Resources Group Ltd | 247 | $28.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 247 | $28.0K | 0.02% | +171+225.0% | Added |
| CX Institutional | 263 | $29.0K | 0.00% | −71−21.3% | Reduced |
| Jackson Wealth Management, LLC | 30,690 | $32.0K | 0.39% | −39,181−56.1% | Reduced |
| Cohen & Steers, Inc. | 287 | $32.0K | 0.00% | −106−27.0% | Reduced |
| Allworth Financial LP | 283 | $32.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 291 | $32.0K | 0.02% | +31+11.9% | Added |
| Bell Investment Advisors, Inc | 285 | $32.0K | 0.01% | +285 | New |
| Pin Oak Investment Advisors Inc | 298 | $33.0K | 0.04% | 00.0% | Unchanged |
| Pflug Koory, LLC | 300 | $33.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 293 | $33.0K | 0.01% | +35+13.6% | Added |
| McCarthy Grittinger Financial Group, LLC | 301 | $33.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 303 | $33.8K | 0.01% | +70+30.0% | Added |