| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 72,185 | $117 | 0.01% | +72,185 | New |
| Lam Group, Inc. | 2 | $143 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $522 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 10 | $716 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $716 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 15 | $1.07K | 0.00% | −37,733−100.0% | Reduced |
| PFG Private Wealth Management, LLC | 18 | $1.29K | 0.00% | −3,287−99.5% | Reduced |
| Colonial Trust Advisors | 18 | $1.29K | 0.00% | +18 | New |
| Solstein Capital, LLC | 19 | $1.36K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $1.42K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 21 | $1.50K | 0.00% | −26,979−99.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 23 | $1.65K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 23 | $1.65K | 0.00% | +23 | New |
| Earnest Partners LLC | 25 | $1.79K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 26 | $1.83K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 26 | $1.86K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 26 | $1.89K | 0.00% | −256−90.8% | Reduced |
| MV Capital Management, Inc. | 27 | $1.93K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $2.22K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 35 | $2.50K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 36 | $2.58K | 0.00% | +36 | New |
| Kelly Financial Services LLC | 36 | $2.59K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 39 | $2.79K | 0.00% | +39 | New |
| Copeland Capital Management, LLC | 41 | $2.93K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 54 | $3.00K | 0.00% | +54 | New |
| Stonebridge Capital Advisors LLC | 53 | $3.79K | 0.00% | −575−91.6% | Reduced |
| Northwest Bank & Trust Co | 55 | $3.94K | 0.00% | +55 | New |
| Retirement Group, LLC | 60 | $4.29K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 60 | $4.29K | 0.00% | +60 | New |
| McIlrath & Eck, LLC | 61 | $4.37K | 0.00% | −1,396−95.8% | Reduced |
| Blume Capital Management, Inc. | 63 | $4.51K | 0.00% | +63 | New |
| Duncker Streett & Co Inc | 65 | $4.65K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 70 | $5.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 74 | $5.30K | 0.00% | +74 | New |
| Tucker Asset Management LLC | 75 | $5.37K | 0.00% | −824−91.7% | Reduced |
| Coastal Capital Group, Inc. | 76 | $5.44K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $5.56K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 91 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 79 | $6.00K | 0.01% | +79 | New |
| Kistler-Tiffany Companies, LLC | 84 | $6.01K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 87 | $6.20K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 88 | $6.30K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 90 | $6.44K | 0.00% | +90 | New |
| Country Trust Bank | 92 | $6.58K | 0.00% | +92 | New |
| Sofos Investments, Inc. | 72 | $6.72K | 0.03% | +3+4.3% | Added |
| Truvestments Capital LLC | 98 | $7.01K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $7.16K | 0.00% | +100 | New |
| WFA of San Diego, LLC | 100 | $7.16K | 0.01% | +100 | New |
| PSI Advisors, LLC | 100 | $7.17K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 103 | $7.37K | 0.00% | +103 | New |
| Versant Capital Management, Inc | 115 | $8.23K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 121 | $8.66K | 0.00% | +121 | New |
| Plante Moran Financial Advisors, LLC | 122 | $8.73K | 0.00% | +122 | New |
| Bell Investment Advisors, Inc | 125 | $8.95K | 0.00% | +8+6.8% | Added |
| Safeguard Financial, LLC | 126 | $9.00K | 0.00% | +126 | New |
| Global Wealth Strategies & Associates | 126 | $9.02K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 134 | $9.59K | 0.00% | −567−80.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 143 | $10.2K | 0.01% | +143 | New |
| First Community Trust NA | 150 | $10.7K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 165 | $11.8K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 166 | $11.9K | 0.00% | −26−13.5% | Reduced |
| Front Row Advisors LLC | 169 | $12.0K | 0.01% | −27−13.8% | Reduced |
| Beacon Capital Management, LLC | 174 | $12.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 175 | $12.5K | 0.00% | −32−15.5% | Reduced |
| West Oak Capital, LLC | 175 | $12.5K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 180 | $12.9K | 0.00% | +49+37.4% | Added |
| FIL Ltd | 182 | $13.0K | 0.00% | +71+64.0% | Added |
| Prestige Wealth Management Group LLC | 192 | $13.7K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 194 | $13.9K | 0.01% | +194 | New |
| Coppell Advisory Solutions LLC | 200 | $14.3K | 0.00% | +200 | New |
| Old Second National Bank of Aurora | 200 | $14.3K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $14.3K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 200 | $14.3K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 200 | $14.3K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 200 | $14.3K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $14.3K | 0.01% | +200 | New |
| Bellevue Asset Management, LLC | 100 | $14.4K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 170 | $14.6K | 0.01% | +29+20.6% | Added |
| Hantz Financial Services, Inc. | 214 | $15.0K | 0.00% | −168−44.0% | Reduced |
| Operose Advisors LLC | 210 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 217 | $15.5K | 0.01% | +28+14.8% | Added |
| CNB Bank | 219 | $15.7K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 222 | $15.9K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 222 | $15.9K | 0.01% | +22+11.0% | Added |
| SOA Wealth Advisors, LLC. | 223 | $15.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 225 | $16.1K | 0.00% | +225 | New |
| Tortoise Investment Management, LLC | 228 | $16.3K | 0.00% | 00.0% | Unchanged |