| USA Financial Portformulas Corp | 3 | $403 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $537 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 4 | $538 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $672 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $807 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 7 | $940 | 0.00% | −374−98.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $940 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 7 | $940 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 10 | $1.10K | 0.00% | −127−92.7% | Reduced |
| Glen Eagle Advisors, LLC | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $1.21K | 0.00% | +3+50.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $1.88K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 20 | $2.69K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 20 | $2.69K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $2.69K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 22 | $2.96K | 0.00% | +22 | New |
| AlphaMark Advisors, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 24 | $3.22K | 0.00% | +20+500.0% | Added |
| Stone House Investment Management, LLC | 29 | $3.90K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $4.03K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 30 | $4.03K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 30 | $4.03K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 35 | $4.70K | 0.00% | −361−91.2% | Reduced |
| Founders Capital Management | 35 | $4.70K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 35 | $4.70K | 0.00% | +1+2.9% | Added |
| Tradition Wealth Management, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 40 | $5.37K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 41 | $5.51K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 47 | $6.31K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 47 | $6.31K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 47 | $6.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $6.72K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $6.72K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $6.72K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 60 | $6.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $6.99K | 0.00% | −1−1.9% | Reduced |
| Liberty One Investment Management, LLC | 55 | $7.39K | 0.00% | +8+17.0% | Added |
| Atlas Capital Advisors LLC | 57 | $7.66K | 0.00% | −328−85.2% | Reduced |
| Foster Dykema Cabot & Co Inc | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 61 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 60 | $8.06K | 0.00% | +10+20.0% | Added |
| First Personal Financial Services | 65 | $8.73K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 66 | $8.87K | 0.01% | +66 | New |
| TSFG, LLC | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 75 | $10.1K | 0.00% | −22−22.7% | Reduced |
| Retirement Group, LLC | 80 | $10.7K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 80 | $10.7K | 0.00% | +80 | New |
| JFS Wealth Advisors, LLC | 87 | $11.7K | 0.00% | −4−4.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 90 | $12.1K | 0.00% | −1−1.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 12,135 | $12.8K | 0.37% | −25,000−67.3% | Reduced |
| Winch Advisory Services, LLC | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $13.0K | 0.01% | +100 | New |
| Allspring Global Investments Holdings, LLC | 98 | $13.2K | 0.00% | +18+22.5% | Added |
| Sittner & Nelson, LLC | 100 | $13.4K | 0.01% | −100−50.0% | Reduced |
| Nordwand Advisors, LLC | 100 | $13.4K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 102 | $13.7K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 109 | $14.6K | 0.00% | +19+21.1% | Added |
| First Command Advisory Services, Inc. | 115 | $15.4K | 0.00% | +115 | New |
| Gradient Investments LLC | 131 | $17.6K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 138 | $18.5K | 0.02% | +138 | New |
| Centiva Capital, LP | 147 | $19.7K | 0.00% | +147 | New |
| Close Asset Management Ltd | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 150 | $20.2K | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 152 | $20.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $21.4K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 172 | $23.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 184 | $23.5K | 0.00% | −178−49.2% | Reduced |
| Financial Management Professionals, Inc. | 177 | $24.0K | 0.00% | +92+108.2% | Added |
| First Horizon Advisors, Inc. | 182 | $24.5K | 0.00% | −8−4.2% | Reduced |
| Clearstead Advisors, LLC | 185 | $24.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 185 | $24.9K | 0.00% | +18+10.8% | Added |
| GW&K Investment Management, LLC | 185 | $25.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $26.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $26.9K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $26.9K | 0.02% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $26.9K | 0.00% | +200 | New |
| Bartlett & Co. LLC | 200 | $27.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 236 | $31.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 240 | $32.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 243 | $32.6K | 0.00% | −23−8.6% | Reduced |
| Cedar Wealth Management, LLC | 260 | $34.9K | 0.01% | 00.0% | Unchanged |
| Headinvest, LLC | 267 | $35.5K | 0.01% | +267 | New |
| Nemes Rush Group LLC | 300 | $40.3K | 0.01% | −25−7.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 313 | $41.0K | 0.02% | −3−0.9% | Reduced |
| Optimum Investment Advisors | 320 | $43.0K | 0.02% | 00.0% | Unchanged |
| JDM Financial Group LLC | 325 | $43.7K | 0.04% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 370 | $50.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 400 | $53.7K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 400 | $53.7K | 0.05% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 400 | $53.7K | 0.03% | 00.0% | Unchanged |
| Huntington National Bank | 440 | $59.1K | 0.00% | −6−1.3% | Reduced |
| ING Groep NV | 443 | $59.5K | 0.00% | +225+103.2% | Added |