| J.Safra Asset Management Corp | 141 | $0 | 0.00% | +141 | New |
| Private Ocean, LLC | 2 | $0 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 4 | $866 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4 | $1.00K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $1.07K | 0.00% | – | – |
| Albion Financial Group | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Global Wealth Management Investment Advisory, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Archer Investment Corp | 13 | $2.80K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 15 | $3.00K | 0.00% | +15 | New |
| WR Wealth Planners, LLC | 18 | $3.85K | 0.00% | +18 | New |
| Plante Moran Financial Advisors, LLC | 18 | $4.00K | 0.00% | −74−80.4% | Reduced |
| Focused Wealth Management, Inc | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 19 | $4.00K | 0.00% | +2+11.8% | Added |
| Disciplined Investments, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Credential Qtrade Securities Inc. | 21 | $4.49K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 22 | $4.71K | 0.00% | 00.0% | Unchanged |
| Motco | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 25 | $5.00K | 0.00% | +25 | New |
| NVWM, LLC | 22 | $5.00K | 0.00% | +22 | New |
| West Paces Advisors Inc. | 28 | $5.99K | 0.00% | −7−20.0% | Reduced |
| Kelly Financial Services LLC | 28 | $5.99K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 30 | $6.00K | 0.00% | −14,027−99.8% | Reduced |
| Cribstone Capital Management, LLC | 26 | $6.00K | 0.00% | −15−36.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 30 | $6.00K | 0.00% | −7−18.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $6.00K | 0.00% | +30 | New |
| Altshuler Shaham Ltd | 28 | $6.00K | 0.00% | +28 | New |
| Spartan Planning & Wealth Management | 28 | $6.00K | 0.01% | +28 | New |
| Mascoma Wealth Management LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 35 | $7.00K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 31 | $7.00K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $7.00K | 0.00% | +6+23.1% | Added |
| Cordant, Inc. | 32 | $7.00K | 0.00% | +32 | New |
| Beacon Capital Management, LLC | 35 | $7.00K | 0.00% | +35 | New |
| De Burlo Group Inc | 33 | $7.06K | 0.00% | +33 | New |
| IMA Wealth, Inc. | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 37 | $8.00K | 0.00% | +37 | New |
| Covestor Ltd | 44 | $9.00K | 0.01% | +10+29.4% | Added |
| Providence Capital Advisors, LLC | 44 | $9.00K | 0.00% | +27+158.8% | Added |
| Lee Financial Co | 43 | $9.00K | 0.00% | +43 | New |
| Ogorek Anthony Joseph | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 49 | $10.0K | 0.27% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $10.3K | 0.00% | −22−31.4% | Reduced |
| CFS Investment Advisory Services, LLC | 2,406,589 | $11.0K | 0.05% | +2,395,190+21,012.3% | Added |
| RE Dickinson Investment Advisors, LLC | 51 | $11.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 54 | $12.0K | 0.00% | −67−55.4% | Reduced |
| Arcadia Investment Management Corp | 58 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 58 | $12.0K | 0.00% | +15+34.9% | Added |
| Sutton Wealth Advisors Inc. | 60 | $12.8K | 0.00% | −363−85.8% | Reduced |
| Capital Analysts, LLC | 62 | $13.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 65 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 64 | $14.0K | 0.00% | +9+16.4% | Added |
| Copeland Capital Management, LLC | 72 | $15.0K | 0.00% | −18−20.0% | Reduced |
| Ahrens Investment Partners LLC | 81 | $17.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 80 | $17.0K | 0.01% | +15+23.1% | Added |
| Delos Wealth Advisors, LLC | 83 | $18.0K | 0.02% | −37−30.8% | Reduced |
| TFC Financial Management | 86 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 84 | $18.0K | 0.00% | +5+6.3% | Added |
| Wolff Wiese Magana LLC | 82 | $18.0K | 0.01% | +4+5.1% | Added |
| Graves-Light Private Wealth Management, Inc. | 89 | $19.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 92 | $20.0K | 0.00% | −2−2.1% | Reduced |
| Financial Perspectives, Inc | 94 | $20.1K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 98 | $21.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $21.0K | 0.01% | – | New |
| Key Financial Inc | 101 | $22.0K | 0.01% | +30+42.3% | Added |
| Sugarloaf Wealth Management, LLC | 109 | $23.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 108 | $23.0K | 0.00% | +50+86.2% | Added |
| Financial Management Professionals, Inc. | 107 | $23.0K | 0.00% | +74+224.2% | Added |
| Larson Financial Group LLC | 106 | $23.0K | 0.00% | +81+324.0% | Added |
| Veritas Investment Partners (UK) Ltd. | 108 | $23.0K | 0.00% | +108 | New |
| Atticus Wealth Management, LLC | 113 | $24.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 110 | $24.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 119 | $25.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 121 | $26.0K | 0.03% | −98−44.7% | Reduced |
| Clean Yield Group | 120 | $26.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 120 | $26.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 120 | $26.0K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 121 | $26.0K | 0.01% | +121 | New |
| Emfo, LLC | 125 | $27.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 126 | $27.0K | 0.00% | +6+5.0% | Added |
| Rockbridge Investment Management, LCC | 126 | $27.3K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 132 | $28.0K | 0.00% | +89+207.0% | Added |
| Advanced Research Investment Solutions, LLC | 134 | $29.0K | 0.01% | +134 | New |
| Advocacy Wealth Management Services, LLC | 140 | $30.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 157 | $33.0K | 0.01% | +157 | New |
| Money Concepts Capital Corp | 157 | $34.0K | 0.00% | +157 | New |
| Rosenberg Matthew Hamilton | 167 | $36.0K | 0.01% | +55+49.1% | Added |
| Clear Street Markets LLC | 177 | $38.0K | 0.01% | +177 | New |
| RWM Asset Management, LLC | 183 | $39.0K | 0.01% | +12+7.0% | Added |
| TCWP LLC | 185 | $39.0K | 0.01% | +185 | New |