| Cutler Group LP | 1 | $0 | 0.00% | −3,126−100.0% | Reduced |
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $0 | 0.00% | +2 | New |
| CFS Investment Advisory Services, LLC | 14,600 | $0 | 0.00% | +14,600 | New |
| TFC Financial Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 10 | $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 |
| American Research & Management Co. | 8 | $1.00K | 0.00% | +8 | New |
| Clear Perspectives Financial Planning, LLC | 6 | $1.00K | 0.00% | +6 | New |
| EdgeRock Capital LLC | 7 | $1.00K | 0.00% | +7 | New |
| Financial Synergies Wealth Advisors, Inc. | 11 | $1.59K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 16 | $2.00K | 0.00% | −114−87.7% | Reduced |
| Kelly Financial Services LLC | 14 | $2.02K | 0.00% | +6+75.0% | Added |
| Optimum Investment Advisors | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 28 | $4.00K | 0.00% | −17−37.8% | Reduced |
| Eukles Asset Management | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Absolute Capital Management, LLC | 28 | $4.08K | 0.01% | +28 | New |
| AlphaMark Advisors, LLC | 37 | $5.00K | 0.00% | +37 | New |
| Morton Brown Family Wealth, LLC | 38 | $5.00K | 0.00% | +38 | New |
| Country Trust Bank | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 39 | $6.00K | 0.00% | +3+8.3% | Added |
| Coastal Capital Group, Inc. | 43 | $6.00K | 0.00% | +43 | New |
| WR Wealth Planners, LLC | 48 | $6.94K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $6.94K | 0.00% | +7+17.1% | Added |
| PrairieView Partners, LLC | 49 | $7.00K | 0.00% | −520−91.4% | Reduced |
| Mach-1 Financial Group, Inc. | 58 | $7.00K | 0.01% | −253−81.4% | Reduced |
| Standard Family Office LLC | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 48 | $7.00K | 0.00% | +43+860.0% | Added |
| FinTrust Capital Advisors, LLC | 61 | $8.00K | 0.00% | +11+22.0% | Added |
| DT Investment Partners, LLC | 54 | $8.00K | 0.00% | +54 | New |
| Thomas J. Herzfeld Advisors, Inc. | 64 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 65 | $9.00K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 62 | $9.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 62 | $9.00K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 64 | $9.00K | 0.00% | +29+82.9% | Added |
| Stephens Consulting, LLC | 64 | $9.25K | 0.01% | +7+12.3% | Added |
| Roble, Belko & Company, Inc | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 70 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 69 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 69 | $10.0K | 0.01% | +1+1.5% | Added |
| American National Bank | 69 | $10.0K | 0.00% | +15+27.8% | Added |
| Dark Forest Capital Management LP | 66 | $10.0K | 0.00% | +66 | New |
| Barrett & Company, Inc. | 80 | $10.9K | 0.01% | +80 | New |
| Tilia Fiduciary Partners, Inc. | 80 | $11.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 75 | $11.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 79 | $11.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 74 | $11.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 82 | $11.9K | 0.01% | +27+49.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 85 | $12.0K | 0.00% | +1+1.2% | Added |
| Global Financial Private Client, LLC | 82 | $12.1K | 0.01% | −6−6.8% | Reduced |
| Disciplined Investments, LLC | 88 | $13.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 99 | $14.0K | 0.00% | −6−5.7% | Reduced |
| Monetary Management Group Inc | 99 | $14.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 99 | $14.0K | 0.00% | +14+16.5% | Added |
| Missouri Trust & Investment Co | 100 | $14.0K | 0.01% | +100 | New |
| Johnson Financial Group, Inc. | 118 | $17.0K | 0.00% | −112−48.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 119 | $17.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 115 | $17.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 124 | $18.0K | 0.01% | +124 | New |
| First Personal Financial Services | 124 | $18.0K | 0.01% | +75+153.1% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 130 | $19.0K | 0.00% | −170−56.7% | Reduced |
| Orion Capital Management LLC | 129 | $19.0K | 0.02% | 00.0% | Unchanged |
| Seldon Capital LP | 131 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 128 | $19.0K | 0.00% | +52+68.4% | Added |
| Quent Capital, LLC | 132 | $19.0K | 0.00% | +78+144.4% | Added |
| SOA Wealth Advisors, LLC. | 134 | $19.0K | 0.01% | +125+1,388.9% | Added |
| Valley National Advisers Inc | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 136 | $20.0K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 155 | $22.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 154 | $22.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 155 | $22.0K | 0.01% | +155 | New |
| HWG Holdings LP | 160 | $23.0K | 0.02% | +160 | New |
| Tortoise Investment Management, LLC | 165 | $24.0K | 0.00% | −19−10.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 175 | $25.0K | 0.00% | −89−33.7% | Reduced |
| Capital Advisors, Ltd. LLC | 176 | $25.0K | 0.00% | −26−12.9% | Reduced |
| Old Second National Bank of Aurora | 171 | $25.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 177 | $26.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 180 | $26.0K | 0.01% | +161+847.4% | Added |
| John W. Brooker & Co., CPAs | 190 | $27.0K | 0.02% | 00.0% | Unchanged |
| Centiva Capital, LP | 197 | $28.0K | 0.00% | −1,611−89.1% | Reduced |
| BerganKDV Wealth Management, LLC | 194 | $28.0K | 0.00% | −9−4.4% | Reduced |
| Arlington Partners LLC | 195 | $28.0K | 0.01% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 196 | $28.0K | 0.01% | +196 | New |
| CenterStar Asset Management, LLC | – | $28.0K | 0.05% | – | New |