| Capstone Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Gemmer Asset Management LLC | 5 | $0 | 0.00% | +5 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| Worth Asset Management, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $277 | 0.00% | – | – |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | −253,250−100.0% | Reduced |
| Duncker Streett & Co Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 5 | $1.00K | 0.00% | −3−37.5% | Reduced |
| O'Dell Group, LLC | 4 | $1.00K | 0.00% | +4 | New |
| CFS Investment Advisory Services, LLC | 83,944 | $1.00K | 0.00% | +83,944 | New |
| Solstein Capital, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| MCF Advisors LLC | 12 | $2.00K | 0.00% | +12 | New |
| Financial Enhancement Group LLC | 17 | $2.00K | 0.00% | +17 | New |
| Cedar Wealth Management, LLC | 16 | $2.00K | 0.00% | +16 | New |
| HighMark Wealth Management LLC | 13 | $2.00K | 0.00% | +13 | New |
| Sutton Wealth Advisors Inc. | 16 | $2.22K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $3.89K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 32 | $4.00K | 0.00% | +32 | New |
| Sandy Spring Bank | 36 | $5.00K | 0.00% | −560−94.0% | Reduced |
| Professional Financial Advisors, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 35 | $5.00K | 0.00% | +35 | New |
| Financial Perspectives, Inc | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 44 | $6.00K | 0.00% | +32+266.7% | Added |
| Econ Financial Services Corp | 52 | $7.00K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $7.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 58 | $8.00K | 0.00% | +18+45.0% | Added |
| BDO Wealth Advisors, LLC | 75 | $10.0K | 0.00% | −45−37.5% | Reduced |
| McCarthy Asset Management, Inc. | 72 | $10.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 73 | $10.2K | 0.00% | +73 | New |
| Sargent Bickham Lagudis LLC | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 76 | $11.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 77 | $11.0K | 0.00% | +23+42.6% | Added |
| Baldwin Brothers Inc | 80 | $11.0K | 0.00% | +80 | New |
| EverSource Wealth Advisors, LLC | 87 | $12.0K | 0.00% | +3+3.6% | Added |
| TFC Financial Management | 84 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 87 | $12.0K | 0.00% | +30+52.6% | Added |
| Tarbox Family Office, Inc. | 92 | $13.0K | 0.00% | −44−32.4% | Reduced |
| Globeflex Capital L P | 92 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 92 | $13.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 92 | $13.0K | 0.00% | +92 | New |
| Macroview Investment Management LLC | 101 | $14.0K | 0.02% | −35−25.7% | Reduced |
| PSI Advisors, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 104 | $14.0K | 0.00% | +80+333.3% | Added |
| West Oak Capital, LLC | 100 | $14.0K | 0.01% | +100 | New |
| Global Retirement Partners, LLC | 143 | $14.0K | 0.00% | +143 | New |
| TCWP LLC | 103 | $14.0K | 0.00% | +103 | New |
| Stephens Consulting, LLC | 104 | $14.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 112 | $15.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 106 | $15.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 116 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 124 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 120 | $17.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 121 | $17.0K | 0.00% | +41+51.2% | Added |
| Glassman Wealth Services | 138 | $19.0K | 0.00% | +31+29.0% | Added |
| Ten Capital Wealth Advisors, LLC | 140 | $19.0K | 0.01% | +60+75.0% | Added |
| Winch Advisory Services, LLC | 136 | $19.0K | 0.01% | +136 | New |
| Moisand Fitzgerald Tamayo, LLC | 146 | $20.0K | 0.01% | +146 | New |
| Hudock, Inc. | 154 | $21.0K | 0.01% | −70−31.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 152 | $21.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 148 | $21.0K | 0.00% | +40+37.0% | Added |
| Tower View Investment Management & Research LLC | 160 | $22.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $22.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 179 | $25.0K | 0.02% | −113−38.7% | Reduced |
| Asset Dedication, LLC | 180 | $25.0K | 0.00% | +180 | New |
| BIT Capital GmbH | 214 | $25.4K | 0.00% | −9,117−97.7% | Reduced |
| JJJ Advisors Inc. | 185 | $26.0K | 0.01% | −11−5.6% | Reduced |
| Riverview Trust Co | 187 | $26.0K | 0.02% | +187 | New |
| Benjamin F. Edwards & Company, Inc. | 200 | $28.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $28.0K | 0.02% | +200 | New |
| Newbridge Financial Services Group, Inc. | 208 | $29.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 214 | $30.0K | 0.00% | −36−14.4% | Reduced |
| Rise Advisors, LLC | 214 | $30.0K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 216 | $30.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 216 | $30.0K | 0.00% | +216 | New |
| Bartlett & Co. Wealth Management LLC | 216 | $30.0K | 0.00% | +216 | New |
| Adirondack Trust Co | 240 | $33.0K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 240 | $33.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 248 | $34.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 267 | $37.0K | 0.00% | +241+926.9% | Added |
| San Luis Wealth Advisors LLC | 272 | $39.0K | 0.02% | +272 | New |
| MUFG Americas Holdings Corp | 300 | $42.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 300 | $42.0K | 0.00% | +300 | New |