| Macroview Investment Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 30 | $0 | 0.00% | +30 | New |
| CFS Investment Advisory Services, LLC | 86,568 | $0 | 0.00% | +86,568 | New |
| Lake Point Wealth Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| Western Pacific Wealth Management, LP | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $1.82K | 0.00% | – | – |
| Focused Wealth Management, Inc | 4 | $2.00K | 0.00% | −4−50.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 6 | $3.00K | 0.00% | −11−64.7% | Reduced |
| Annapolis Financial Services, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 9 | $4.00K | 0.00% | −152−94.4% | Reduced |
| Econ Financial Services Corp | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 10 | $4.56K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $5.00K | 0.01% | −2,651−99.6% | Reduced |
| High Net Worth Advisory Group LLC | 11 | $5.00K | 0.00% | −15−57.7% | Reduced |
| Schubert & Co | 12 | $5.00K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 10 | $5.00K | 0.00% | +3+42.9% | Added |
| Avondale Wealth Management | 10 | $5.00K | 0.01% | +10 | New |
| Iron Horse Wealth Management, LLC | 10 | $5.00K | 0.00% | +10 | New |
| Rockbridge Investment Management, LCC | 12 | $5.50K | 0.00% | −100−89.3% | Reduced |
| Rise Advisors, LLC | 13 | $6.00K | 0.01% | +5+62.5% | Added |
| Beaird Harris Wealth Management, LLC | 14 | $6.00K | 0.00% | +14 | New |
| Kelly Financial Services LLC | 15 | $6.83K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 16 | $7.00K | 0.00% | +16 | New |
| Piscataqua Savings Bank | 15 | $7.00K | 0.00% | +15 | New |
| Estabrook Capital Management | 16 | $7.29K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 17 | $8.00K | 0.00% | −42−71.2% | Reduced |
| Hoey Investments, Inc | 18 | $8.00K | 0.00% | −20−52.6% | Reduced |
| Horan Securities, Inc. | 18 | $8.00K | 0.00% | +1+5.9% | Added |
| Disciplined Investments, LLC | 18 | $8.00K | 0.00% | +16+800.0% | Added |
| Avion Wealth | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 23 | $10.0K | 0.01% | −39−62.9% | Reduced |
| Financial Enhancement Group LLC | 21 | $10.0K | 0.00% | −3−12.5% | Reduced |
| Independence Bank of Kentucky | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 22 | $10.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 22 | $10.0K | 0.00% | +22 | New |
| Blue Bell Private Wealth Management, LLC | 25 | $11.0K | 0.00% | −34−57.6% | Reduced |
| Cordasco Financial Network | 25 | $11.0K | 0.01% | −5−16.7% | Reduced |
| Rocky Mountain Advisers, LLC | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $11.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 24 | $11.0K | 0.00% | −1−4.0% | Reduced |
| GW&K Investment Management, LLC | 25 | $11.0K | 0.00% | +25 | New |
| Joseph P. Lucia & Associates, LLC | 25 | $11.0K | 0.01% | +25 | New |
| Pacific Center for Financial Services | 26 | $12.0K | 0.00% | −11−29.7% | Reduced |
| Coastal Capital Group, Inc. | 26 | $12.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 28 | $12.8K | 0.01% | +28 | New |
| Resources Management Corp | 28 | $13.0K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 29 | $13.2K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 30 | $14.0K | 0.00% | +4+15.4% | Added |
| WFA Asset Management Corp | 32 | $14.6K | 0.01% | +32 | New |
| IAG Wealth Partners, LLC | 36 | $16.0K | 0.01% | +11+44.0% | Added |
| Atlantic Trust, LLC | 38 | $17.0K | 0.01% | −20−34.5% | Reduced |
| IMA Wealth, Inc. | 38 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 38 | $17.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 43 | $19.6K | 0.02% | −25−36.8% | Reduced |
| Baldrige Asset Management LLC | 44 | $20.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 43 | $20.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1,824 | $21.0K | 0.00% | −2,145−54.0% | Reduced |
| First Financial Corp | 47 | $21.0K | 0.01% | −16−25.4% | Reduced |
| Tilia Fiduciary Partners, Inc. | 45 | $21.0K | 0.02% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 45 | $21.0K | 0.01% | +20+80.0% | Added |
| Clearview Wealth Advisors LLC | 49 | $22.0K | 0.01% | −91−65.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 49 | $22.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 48 | $22.0K | 0.00% | +48 | New |
| LSV Asset Management | 50 | $23.0K | 0.00% | −50−50.0% | Reduced |
| Clear Investment Research, LLC | 55 | $25.0K | 0.05% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 55 | $25.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 57 | $26.0K | 0.00% | −4−6.6% | Reduced |
| Stephenson National Bank & Trust | 57 | $26.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 59 | $27.0K | 0.01% | +3+5.4% | Added |
| Cedar Mountain Advisors, LLC | 62 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 66 | $30.0K | 0.00% | −2−2.9% | Reduced |
| Tucker Asset Management LLC | 67 | $30.5K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 67 | $31.0K | 0.01% | −500−88.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 70 | $31.0K | 0.02% | +70 | New |
| United Community Bank | 70 | $31.9K | 0.03% | −15−17.6% | Reduced |
| First PREMIER Bank | 75 | $34.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 79 | $36.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 80 | $36.0K | 0.03% | +30+60.0% | Added |
| Disciplina Capital Management LLC | 83 | $37.8K | 0.01% | +2+2.5% | Added |
| Benjamin Edwards Inc | 83 | $38.0K | 0.01% | +21+33.9% | Added |
| Creative Financial Designs Inc | 86 | $39.0K | 0.01% | +33+62.3% | Added |
| Steward Financial Group LLC | 87 | $39.0K | 0.03% | +77+770.0% | Added |
| Center for Financial Planning, Inc. | 91 | $41.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 89 | $41.0K | 0.03% | +30+50.8% | Added |
| Lansing Street Advisors | 91 | $41.0K | 0.03% | +91 | New |
| GHP Investment Advisors, Inc. | 93 | $42.0K | 0.00% | +93 | New |
| Corbenic Partners LLC | 94 | $43.0K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 94 | $43.0K | 0.01% | +2+2.2% | Added |
| TD Ameritrade Investment Management, LLC | 96 | $44.0K | 0.00% | +30+45.5% | Added |
