| Activest Wealth Management | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2 | $291 | 0.27% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 5 | $1.00K | 0.00% | −177−97.3% | Reduced |
| Bellwether Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| New Millennium Group LLC | 5 | $1.00K | 0.00% | +5 | New |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.07K | 0.00% | +7 | New |
| Archer Investment Corp | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Castleview Partners, LLC | 9 | $2.15K | 0.00% | −641−98.6% | Reduced |
| Copeland Capital Management, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 25 | $3.00K | 0.00% | +25 | New |
| Cranbrook Wealth Management, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 26 | $4.00K | 0.00% | +26 | New |
| Stephens Consulting, LLC | 27 | $4.13K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 31 | $5.00K | 0.00% | +9+40.9% | Added |
| Costello Asset Management, INC | 30 | $5.00K | 0.00% | +30 | New |
| WFA of San Diego, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Riggs Asset Managment Co. Inc. | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 38 | $6.00K | 0.00% | +38 | New |
| Heritage Financial Services, LLC | 41 | $6.00K | 0.00% | +41 | New |
| Enterprise Trust & Investment Co | 38 | $6.00K | 0.00% | +38 | New |
| Horizons Wealth Management | 33 | $6.00K | 0.00% | +33 | New |
| Pacific Center for Financial Services | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 45 | $7.00K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 50 | $7.65K | 0.00% | −12−19.4% | Reduced |
| Capital Directions Investment Advisors, LLC | 53 | $8.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 53 | $8.00K | 0.00% | +3+6.0% | Added |
| Laurel Wealth Planning LLC | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 53 | $8.04K | 0.01% | +1+1.9% | Added |
| Capital Management Associates | 65 | $10.0K | 0.01% | −7−9.7% | Reduced |
| Win Advisors, Inc | 65 | $10.0K | 0.02% | +49+306.3% | Added |
| Horan Securities, Inc. | 65 | $10.0K | 0.01% | +65 | New |
| Ritter Daniher Financial Advisory LLC | 66 | $10.0K | 0.01% | +66 | New |
| Kessler Investment Group, LLC | 74 | $11.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 74 | $11.0K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 70 | $11.0K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 81 | $12.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 78 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 78 | $12.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 77 | $12.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 77 | $12.0K | 0.01% | +77 | New |
| Maryland Capital Advisors Inc. | 80 | $12.0K | 0.01% | +80 | New |
| Atlas Capital Advisors LLC | 80 | $12.2K | 0.00% | +25+45.5% | Added |
| JNBA Financial Advisors | 95 | $15.0K | 0.00% | −49−34.0% | Reduced |
| Proffitt & Goodson Inc | 96 | $15.0K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 100 | $15.0K | 0.00% | +100 | New |
| Mach-1 Financial Group, Inc. | 100 | $15.0K | 0.01% | +100 | New |
| Bell Investment Advisors, Inc | 98 | $15.0K | 0.00% | +98 | New |
| Lowe Wealth Advisors, LLC | 102 | $16.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 102 | $16.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 104 | $16.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 102 | $17.0K | 0.01% | +99+3,300.0% | Added |
| PFS Partners, LLC | 120 | $18.4K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 125 | $19.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 126 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 125 | $19.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 121 | $19.0K | 0.01% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 123 | $19.0K | 0.01% | +123 | New |
| Albion Financial Group | 128 | $20.0K | 0.00% | +1+0.8% | Added |
| Parallax Volatility Advisers, L.P. | 145 | $22.0K | 0.00% | −10,681−98.7% | Reduced |
| RWM Asset Management, LLC | 144 | $22.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 150 | $23.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 158 | $24.0K | 0.00% | −10−6.0% | Reduced |
| Desjardins Global Asset Management Inc. | 167 | $25.0K | 0.00% | +167 | New |
| Raffa Wealth Management, LLC | 172 | $26.3K | 0.01% | +4+2.4% | Added |
| Steward Financial Group LLC | 177 | $27.0K | 0.02% | +27+18.0% | Added |
| Financial Management Professionals, Inc. | 182 | $28.0K | 0.01% | +46+33.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 193 | $30.0K | 0.00% | +193 | New |
| Patriot Financial Group Insurance Agency, LLC | 201 | $31.0K | 0.01% | −24−10.7% | Reduced |
| Duncker Streett & Co Inc | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 200 | $31.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $31.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 206 | $31.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 202 | $31.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 213 | $32.0K | 0.02% | +203+2,030.0% | Added |
| Addison Advisors LLC | 214 | $33.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 220 | $34.0K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 230 | $35.0K | 0.02% | −143−38.3% | Reduced |
| Annapolis Financial Services, LLC | 232 | $35.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 229 | $35.0K | 0.01% | +24+11.7% | Added |
| IAG Wealth Partners, LLC | 241 | $37.0K | 0.01% | −25−9.4% | Reduced |
| Urban Wealth Management, LLC | 239 | $37.0K | 0.12% | +239 | New |
| Bogart Wealth, LLC | 248 | $38.0K | 0.00% | +173+230.7% | Added |
| Westside Investment Management, Inc. | 266 | $40.0K | 0.00% | 00.0% | Unchanged |