| Dividend Assets Capital, LLC | 4 | $0 | 0.00% | −27−87.1% | Reduced |
| Nisa Investment Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $0 | 0.00% | −10−66.7% | Reduced |
| Forsta Ap-Fonden | 67,300 | $0 | 0.00% | −2,602−3.7% | Reduced |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $0 | 0.00% | +7 | New |
| Marquette Asset Management, LLC | 3 | $206 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $274 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 6 | $411 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 7 | $480 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $548 | 0.00% | +8 | New |
| TD Waterhouse Canada Inc. | 6 | $566 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 9 | $616 | 0.00% | −50−84.7% | Reduced |
| Creative Financial Designs Inc | 10 | $686 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $686 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 10 | $686 | 0.00% | +10 | New |
| CVA Family Office, LLC | 11 | $754 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 11 | $756 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 12 | $823 | 0.00% | −4−25.0% | Reduced |
| Stonebridge Capital Advisors LLC | 12 | $824 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 16 | $1.00K | 0.00% | −19−54.3% | Reduced |
| Cowen Prime Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 26 | $1.00K | 0.00% | +26 | New |
| Grove Bank & Trust | 20 | $1.00K | 0.00% | +20 | New |
| Steward Financial Group LLC | 18 | $1.00K | 0.00% | +18 | New |
| Accurate Wealth Management, LLC | 15 | $1.08K | 0.00% | +15 | New |
| Cribstone Capital Management, LLC | 16 | $1.10K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 16 | $1.10K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 17 | $1.17K | 0.00% | +17 | New |
| Quent Capital, LLC | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 18 | $1.23K | 0.00% | −18−50.0% | Reduced |
| Albion Financial Group | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 18 | $1.23K | 0.00% | +18 | New |
| Caldwell Trust Co | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $1.37K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 22 | $1.50K | 0.00% | +22 | New |
| Central Trust Co | 22 | $1.51K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 22 | $1.51K | 0.00% | +22 | New |
| Schubert & Co | 23 | $1.58K | 0.00% | −33−58.9% | Reduced |
| Zullo Investment Group, Inc. | 23 | $1.58K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 25 | $1.71K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 26 | $1.78K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 26 | $1.78K | 0.00% | +26 | New |
| Legend Financial Advisors, Inc. | 27 | $1.85K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 28 | $1.92K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 27 | $1.96K | 0.00% | −48−64.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 30 | $2.06K | 0.00% | −26−46.4% | Reduced |
| Fiduciary Alliance LLC | 31 | $2.13K | 0.00% | +31 | New |
| Northwest Investment Counselors, LLC | 32 | $2.19K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 33 | $2.26K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 33 | $2.26K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 34 | $2.33K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 36 | $2.47K | 0.00% | +36 | New |
| Antonetti Capital Management LLC | 40 | $2.74K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 40 | $2.74K | 0.00% | +40 | New |
| Old Second National Bank of Aurora | 42 | $2.88K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 40 | $3.00K | 0.00% | −150−78.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 44 | $3.00K | 0.00% | +2+4.8% | Added |
| Larson Financial Group LLC | 44 | $3.02K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 45 | $3.08K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 46 | $3.15K | 0.00% | +46 | New |
| Raffa Wealth Management, LLC | 49 | $3.36K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 50 | $3.43K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 53 | $3.63K | 0.00% | +53 | New |
| First National Bank of South Miami | 60 | $4.00K | 0.00% | −213−78.0% | Reduced |
| Bogart Wealth, LLC | 61 | $4.18K | 0.00% | +8+15.1% | Added |
| Gradient Investments LLC | 67 | $4.59K | 0.00% | −68−50.4% | Reduced |
| Credential Qtrade Securities Inc. | 72 | $4.93K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 78 | $5.35K | 0.00% | +51+188.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 80 | $5.48K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 80 | $5.48K | 0.00% | +80 | New |
| Addison Advisors LLC | 83 | $5.69K | 0.00% | +83 | New |
| Carolinas Wealth Consulting LLC | 85 | $5.83K | 0.00% | +85 | New |
| Cassady Schiller Wealth Management, LLC | 87 | $5.96K | 0.00% | +87 | New |
| Focused Wealth Management, Inc | 89 | $6.11K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 90 | $6.17K | 0.00% | −13−12.6% | Reduced |
| Bell Investment Advisors, Inc | 92 | $6.31K | 0.00% | +9+10.8% | Added |
| RWM Asset Management, LLC | 94 | $6.44K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 99 | $6.79K | 0.00% | +99 | New |
| Compass Wealth Management LLC | 100 | $6.83K | 0.00% | +100 | New |
| Stephens Consulting, LLC | 100 | $6.86K | 0.00% | −112−52.8% | Reduced |
| Optimum Investment Advisors | 100 | $6.86K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $6.86K | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 100 | $6.86K | 0.00% | +100 | New |
| New Hampshire Trust | 100 | $6.86K | 0.00% | +100 | New |
| Bangor Savings Bank | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 114 | $7.79K | 0.00% | +66+137.5% | Added |
| Motco | 114 | $7.82K | 0.00% | 00.0% | Unchanged |