| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | −18−81.8% | Reduced |
| J.Safra Asset Management Corp | 160 | $0 | 0.00% | −59−26.9% | Reduced |
| IAG Wealth Partners, LLC | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Spartan Planning & Wealth Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2 | $263 | 0.24% | +1+100.0% | Added |
| Evermay Wealth Management LLC | 5 | $1.00K | 0.00% | −195−97.5% | Reduced |
| Gradient Investments LLC | 6 | $1.00K | 0.00% | −57−90.5% | Reduced |
| Coastal Capital Group, Inc. | 8 | $1.00K | 0.00% | −15−65.2% | Reduced |
| Burleson & Company, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $1.00K | 0.00% | +4+400.0% | Added |
| Pacific Center for Financial Services | 8 | $1.00K | 0.00% | +8 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| WFA of San Diego, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 5 | $1.00K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $1.03K | 0.00% | – | – |
| Clearview Wealth Advisors LLC | 10 | $2.00K | 0.00% | −45−81.8% | Reduced |
| Surevest, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 12 | $2.00K | 0.00% | +3+33.3% | Added |
| Bangor Savings Bank | 9 | $2.00K | 0.00% | +9 | New |
| Financial Synergies Wealth Advisors, Inc. | 12 | $2.06K | 0.00% | +12 | New |
| Country Trust Bank | 16 | $3.00K | 0.00% | −61−79.2% | Reduced |
| Addison Advisors LLC | 15 | $3.00K | 0.00% | −2−11.8% | Reduced |
| Tfo-TDC, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Investors Research Corp | 20 | $3.00K | 0.00% | +20 | New |
| Lumature Wealth Partners, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Archer Investment Corp | 21 | $3.61K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 23 | $3.98K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $4.00K | 0.00% | −112−81.2% | Reduced |
| Ahrens Investment Partners LLC | 26 | $4.00K | 0.00% | −11−29.7% | Reduced |
| Adirondack Trust Co | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 22 | $4.00K | 0.00% | +8+57.1% | Added |
| Wagner Wealth Management, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Raleigh Capital Management Inc. | 21 | $4.00K | 0.00% | +21 | New |
| Capital Advisors, Ltd. LLC | 864 | $5.00K | 0.00% | +176+25.6% | Added |
| Sierra Capital LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 30 | $5.22K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 35 | $6.00K | 0.05% | +35 | New |
| Cascade Investment Advisors, Inc. | 35 | $6.02K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 37 | $6.36K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 39 | $6.70K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $7.00K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $7.00K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 40 | $7.00K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 41 | $7.00K | 0.00% | +6+17.1% | Added |
| Bogart Wealth, LLC | 38 | $7.00K | 0.00% | +38 | New |
| Bourgeon Capital Management LLC | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 47 | $8.08K | 0.00% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 52 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 50 | $9.00K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 53 | $9.00K | 0.01% | +53 | New |
| Northwest Investment Counselors, LLC | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 60 | $10.0K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 57 | $10.0K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 46 | $10.0K | 0.00% | +46 | New |
| Enterprise Trust & Investment Co | 58 | $10.0K | 0.00% | +58 | New |
| Exchange Traded Concepts, LLC | 63 | $11.0K | 0.00% | −16,776−99.6% | Reduced |
| Manchester Capital Management LLC | 62 | $11.0K | 0.00% | −12−16.2% | Reduced |
| Globeflex Capital L P | 63 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 62 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 66 | $11.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 66 | $11.0K | 0.01% | +31+88.6% | Added |
| Lee Financial Co | 64 | $11.0K | 0.00% | +54+540.0% | Added |
| Loomis Sayles & Co L P | 71 | $12.0K | 0.00% | −11−13.4% | Reduced |
| Stonebridge Capital Advisors LLC | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 70 | $12.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 63 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 74 | $12.7K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 76 | $13.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 73 | $13.0K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 76 | $13.0K | 0.13% | +76 | New |
| Ranger Investment Management, L.P. | 84 | $14.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 84 | $14.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 81 | $14.0K | 0.01% | +5+6.6% | Added |
| Hazlett, Burt & Watson, Inc. | 76 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 87 | $14.0K | 0.01% | +87 | New |
| JNBA Financial Advisors | 86 | $15.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 85 | $15.0K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 90 | $15.0K | 0.01% | +90 | New |
| Aspire Private Capital, LLC | 95 | $16.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 92 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 90 | $16.0K | 0.02% | 00.0% | Unchanged |