| Bourgeon Capital Management LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 5 | $0 | 0.00% | +5 | New |
| Elequin Capital LP | 10 | $0 | 0.00% | +10 | New |
| Nauset Wealth Management. LLC | 1 | $0 | 0.00% | +1 | New |
| Old North State Trust, LLC | 10 | $478 | 0.38% | −9,850−99.9% | Reduced |
| GeoWealth Management, LLC | 21 | $1.00K | 0.00% | −600−96.6% | Reduced |
| Advocacy Wealth Management Services, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 38,816 | $1.00K | 0.00% | +38,816 | New |
| WFA Asset Management Corp | 38 | $1.84K | 0.00% | +38 | New |
| McClarren Financial Advisors, Inc. | 55 | $2.00K | 0.00% | −1−1.8% | Reduced |
| Cribstone Capital Management, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 37 | $2.00K | 0.00% | +37 | New |
| Insight Inv LLC | 50 | $2.00K | 0.00% | +50 | New |
| Albion Financial Group | 67 | $3.00K | 0.00% | −67−50.0% | Reduced |
| St. Johns Investment Management Company, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 87 | $4.00K | 0.00% | −133−60.5% | Reduced |
| Delta Accumulation, LLC | 73 | $4.00K | 0.10% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 92 | $4.00K | 0.00% | +45+95.7% | Added |
| Eukles Asset Management | 101 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 113 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 109 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 100 | $5.00K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 94 | $5.00K | 0.00% | +94 | New |
| Savior LLC | 127 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 119 | $6.00K | 0.01% | +15+14.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 121 | $6.00K | 0.00% | +121 | New |
| Goodwin Investment Advisory | 140 | $7.00K | 0.00% | −100−41.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 151 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 175 | $8.00K | 0.01% | −175−50.0% | Reduced |
| Central Bank & Trust Co | 165 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 168 | $8.00K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 157 | $8.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 163 | $8.00K | 0.00% | +163 | New |
| Moisand Fitzgerald Tamayo, LLC | 195 | $9.00K | 0.00% | +45+30.0% | Added |
| Princeton Global Asset Management LLC | 187 | $9.00K | 0.00% | +54+40.6% | Added |
| First National Bank of South Miami | 200 | $10.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 214 | $10.0K | 0.00% | +1+0.5% | Added |
| Benjamin Edwards Inc | 197 | $10.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 198 | $10.0K | 0.00% | +173+692.0% | Added |
| Siena Capital LLC | 200 | $10.0K | 0.01% | +200 | New |
| Cornerstone Management, Inc. | 220 | $10.7K | 0.00% | −416−65.4% | Reduced |
| Charter Oak Capital Management, LLC | 238 | $11.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 234 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 250 | $12.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 243 | $12.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 250 | $12.0K | 0.02% | +25+11.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 276 | $13.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 261 | $13.0K | 0.02% | +261 | New |
| Cordant, Inc. | 276 | $13.0K | 0.01% | +276 | New |
| Motco | 282 | $14.0K | 0.00% | −316−52.8% | Reduced |
| Westside Investment Management, Inc. | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 292 | $14.0K | 0.00% | +1+0.3% | Added |
| TFC Financial Management | 319 | $15.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 302 | $15.0K | 0.00% | +252+504.0% | Added |
| PFS Partners, LLC | 311 | $15.1K | 0.01% | 00.0% | Unchanged |
| Crosspoint Capital Strategies, LLC | 340 | $16.0K | 0.04% | +340 | New |
| Herold Advisors, Inc. | 350 | $17.0K | 0.01% | +350 | New |
| Newton One Investments LLC | 350 | $17.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 363 | $17.0K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 341 | $17.0K | 0.00% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 350 | $17.0K | 0.00% | +350 | New |
| Davis Capital Partners, LLC | 355 | $17.2K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 355 | $17.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 366 | $17.7K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 368 | $17.8K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 369 | $18.0K | 0.01% | −138−27.2% | Reduced |
| Capital Advisors, Ltd. LLC | 372 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 365 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 375 | $18.0K | 0.02% | +375 | New |
| Costello Asset Management, INC | 398 | $19.0K | 0.01% | −398−50.0% | Reduced |
| Atlantic Trust, LLC | 388 | $19.0K | 0.01% | −111−22.2% | Reduced |
| Tower View Investment Management & Research LLC | 400 | $19.0K | 0.01% | −100−20.0% | Reduced |
| Pittenger & Anderson Inc | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 400 | $19.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 396 | $19.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 420 | $20.0K | 0.02% | −1,280−75.3% | Reduced |
| Turim 21 Investimentos Ltda. | 412 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 520 | $25.0K | 0.01% | −97−15.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 520 | $25.0K | 0.02% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 520 | $25.0K | 0.02% | +2+0.4% | Added |
| Gibson Wealth Advisors LLC | 518 | $25.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 522 | $25.0K | 0.01% | +344+193.3% | Added |
| FNY Investment Advisers, LLC | 536 | $25.0K | 0.02% | +536 | New |
| Lake Point Wealth Management | 536 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 534 | $26.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 563 | $27.0K | 0.00% | +3+0.5% | Added |
| Coastal Capital Group, Inc. | 583 | $28.0K | 0.01% | +3+0.5% | Added |
| Bellwether Advisors, LLC | 619 | $29.0K | 0.01% | −100−13.9% | Reduced |
| Sound Income Strategies, LLC | 593 | $29.0K | 0.00% | −92−13.4% | Reduced |
| AllSquare Wealth Management LLC | 606 | $29.0K | 0.02% | +6+1.0% | Added |
| Toth Financial Advisory Corp | 628 | $30.0K | 0.00% | +600+2,142.9% | Added |
| Retirement Group, LLC | 635 | $31.0K | 0.01% | +625+6,250.0% | Added |
| US Asset Management LLC | 670 | $32.0K | 0.03% | +670 | New |