| CFS Investment Advisory Services, LLC | 20,559 | $0 | 0.00% | +20,559 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | −72,997−100.0% | Reduced |
| Retirement Group, LLC | 4 | $1.00K | 0.00% | −133−97.1% | Reduced |
| Annapolis Financial Services, LLC | 2 | $1.00K | 0.00% | −100−98.0% | Reduced |
| Evermay Wealth Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| TFC Financial Management | 3 | $1.00K | 0.00% | +3 | New |
| Legend Financial Advisors, Inc. | 5 | $1.33K | 0.00% | +5 | New |
| Abound Wealth Management | 7 | $1.87K | 0.00% | +7 | New |
| TSFG, LLC | 7 | $2.00K | 0.00% | −37−84.1% | Reduced |
| Mascoma Wealth Management LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 7 | $2.00K | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | +9 | New |
| Adirondack Retirement Specialists, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Financial Perspectives, Inc | 8 | $2.14K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 12 | $3.00K | 0.00% | −50−80.6% | Reduced |
| Rock Creek Group, LP | 10 | $3.00K | 0.00% | −16−61.5% | Reduced |
| Column Capital Advisors, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 10 | $3.00K | 0.00% | +8+400.0% | Added |
| Proequities, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 17 | $4.00K | 0.00% | −1−5.6% | Reduced |
| High Net Worth Advisory Group LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 15 | $4.00K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 12 | $4.00K | 0.00% | +12 | New |
| EdgeRock Capital LLC | 15 | $4.00K | 0.00% | +15 | New |
| Credential Qtrade Securities Inc. | 17 | $4.54K | 0.00% | +17 | New |
| FourThought Financial, LLC | 18 | $5.00K | 0.00% | −103−85.1% | Reduced |
| Savior LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| ARS Investment Partners, LLC | 17 | $5.00K | 0.00% | +17 | New |
| Almanack Investment Partners, LLC. | 18 | $5.00K | 0.00% | +18 | New |
| Castleview Partners, LLC | 23 | $6.00K | 0.01% | −2−8.0% | Reduced |
| Surevest, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 24 | $6.00K | 0.01% | +19+380.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 26 | $6.00K | 0.00% | +26 | New |
| Blume Capital Management, Inc. | 28 | $7.00K | 0.00% | −56−66.7% | Reduced |
| Bangor Savings Bank | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 27 | $7.00K | 0.00% | +9+50.0% | Added |
| Creative Financial Designs Inc | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 29 | $8.00K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 30 | $8.00K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 31 | $8.28K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 30 | $8.31K | 0.01% | +30 | New |
| Kistler-Tiffany Companies, LLC | 35 | $9.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 33 | $9.00K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 32 | $9.00K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 39 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 38 | $10.0K | 0.00% | +3+8.6% | Added |
| Schubert & Co | 36 | $10.0K | 0.01% | +4+12.5% | Added |
| CNB Bank | 40 | $11.0K | 0.01% | −41−50.6% | Reduced |
| Kozak & Associates, Inc. | 44 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 41 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 42 | $11.0K | 0.00% | +42 | New |
| West Oak Capital, LLC | 46 | $12.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 45 | $12.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $13.0K | 0.01% | −500−90.9% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 50 | $13.0K | 0.02% | +50 | New |
| Jefferies Group LLC | 50 | $13.3K | 0.00% | −57,549−99.9% | Reduced |
| Howe & Rusling Inc | 52 | $14.0K | 0.00% | +52 | New |
| MV Capital Management, Inc. | 57 | $15.0K | 0.00% | −29−33.7% | Reduced |
| Ronald Blue Trust, Inc. | 72 | $15.0K | 0.00% | −2−2.7% | Reduced |
| McIlrath & Eck, LLC | 56 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 60 | $16.0K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 60 | $16.0K | 0.00% | +28+87.5% | Added |
| Norway Savings Bank | 60 | $16.0K | 0.01% | +40+200.0% | Added |
| Lumature Wealth Partners, LLC | 62 | $17.0K | 0.01% | −77−55.4% | Reduced |
| Valley National Advisers Inc | 63 | $17.0K | 0.00% | +1+1.6% | Added |
| First Community Trust NA | 65 | $17.0K | 0.02% | 00.0% | Unchanged |
| O'Dell Group, LLC | 64 | $17.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 64 | $17.0K | 0.00% | +64 | New |
| Clean Yield Group | 69 | $18.0K | 0.01% | −102−59.6% | Reduced |
| Versant Capital Management, Inc | 69 | $18.0K | 0.01% | −3−4.2% | Reduced |
| Harbor Investment Advisory, LLC | 67 | $18.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 70 | $18.7K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 73 | $19.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 70 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 71 | $19.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 75 | $20.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 75 | $20.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 72 | $20.0K | 0.00% | +4+5.9% | Added |
| First Personal Financial Services | 74 | $20.0K | 0.01% | +14+23.3% | Added |