| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1 | $0 | 0.00% | +1 | New |
| Exane Derivatives | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1 | $239 | 0.22% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9 | $1.00K | 0.00% | −172−95.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 8 | $1.00K | 0.00% | −155−95.1% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 5 | $1.00K | 0.00% | −6−54.5% | Reduced |
| Marquette Asset Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Harvest Group Wealth Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Kelly Financial Services LLC | 8 | $1.35K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 11 | $1.85K | 0.00% | +11 | New |
| Certified Advisory Corp | 12 | $2.00K | 0.00% | −802−98.5% | Reduced |
| TFC Financial Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $2.00K | 0.00% | +9 | New |
| WFA of San Diego, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Tradewinds Capital Management, LLC | 18 | $3.00K | 0.00% | −122−87.1% | Reduced |
| Clean Yield Group | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 19 | $3.00K | 0.00% | +19 | New |
| Activest Wealth Management | 19 | $3.00K | 0.00% | +19 | New |
| Private Ocean, LLC | 26 | $4.00K | 0.00% | −3−10.3% | Reduced |
| Optimum Investment Advisors | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 25 | $4.00K | 0.00% | +25 | New |
| Eukles Asset Management | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 32 | $5.00K | 0.02% | +32 | New |
| Sound Income Strategies, LLC | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 35 | $6.00K | 0.01% | +35 | New |
| Raffa Wealth Management, LLC | 41 | $6.90K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 39 | $7.00K | 0.00% | −42−51.9% | Reduced |
| Aua Capital Management, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 49 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 45 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 45 | $8.00K | 0.01% | 00.0% | Unchanged |
| Standard Family Office LLC | 49 | $8.00K | 0.08% | +49 | New |
| WR Wealth Planners, LLC | 48 | $8.08K | 0.01% | 00.0% | Unchanged |
| American National Bank | 54 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 50 | $9.00K | 0.00% | +9+22.0% | Added |
| Quent Capital, LLC | 54 | $9.00K | 0.00% | +39+260.0% | Added |
| ACG Wealth | 55 | $9.00K | 0.00% | +55 | New |
| American State Bank (Iowa) | 55 | $9.26K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 57 | $9.60K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 62 | $10.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 62 | $10.0K | 0.01% | +62 | New |
| Loomis Sayles & Co L P | 67 | $11.0K | 0.00% | −5,634−98.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 64 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 65 | $11.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $11.0K | 0.01% | +6+9.7% | Added |
| Cedar Mountain Advisors, LLC | 69 | $12.0K | 0.00% | −43−38.4% | Reduced |
| Focused Wealth Management, Inc | 74 | $12.0K | 0.00% | +1+1.4% | Added |
| Roble, Belko & Company, Inc | 72 | $12.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 70 | $12.0K | 0.00% | +70 | New |
| CoreCap Advisors, LLC | 71 | $12.0K | 0.00% | +71 | New |
| Column Capital Advisors, LLC | 79 | $13.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 76 | $13.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 85 | $14.0K | 0.00% | −2−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 84 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 80 | $14.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 88 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 87 | $15.0K | 0.01% | +37+74.0% | Added |
| Global Financial Private Client, LLC | 88 | $15.3K | 0.01% | −21−19.3% | Reduced |
| Monetary Management Group Inc | 99 | $17.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 105 | $18.0K | 0.00% | +99+1,650.0% | Added |
| CoreFirst Bank & Trust | 115 | $19.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 123 | $20.0K | 0.05% | −1,163−90.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 120 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 119 | $20.0K | 0.02% | +84+240.0% | Added |
| Curi Capital | 125 | $21.0K | 0.00% | +52+71.2% | Added |
| Heritage Financial Services, LLC | 125 | $21.0K | 0.01% | +125 | New |
| Retirement Group, LLC | 130 | $22.0K | 0.01% | +1+0.8% | Added |
| Orion Capital Management LLC | 129 | $22.0K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 131 | $22.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 136 | $23.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 142 | $24.0K | 0.01% | +142 | New |
| Citizens National Bank Trust Department | 154 | $26.0K | 0.01% | −48−23.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 155 | $26.0K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 155 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 155 | $26.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 150 | $26.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 152 | $26.0K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 171 | $29.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 177 | $30.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 180 | $30.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 181 | $30.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 182 | $31.0K | 0.00% | −68−27.2% | Reduced |
| Tortoise Investment Management, LLC | 184 | $31.0K | 0.01% | +34+22.7% | Added |
| Vectors Research Management, LLC | 191 | $32.0K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 190 | $32.0K | 0.02% | 00.0% | Unchanged |