| J.Safra Asset Management Corp | 298 | $0 | 0.00% | +298 | New |
| CFS Investment Advisory Services, LLC | 108,836 | $0 | 0.00% | +108,836 | New |
| Horrell Capital Management, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1 | $1.00K | 0.00% | +1 | New |
| Old North State Trust, LLC | 2 | $1.05K | 0.84% | −1,700−99.9% | Reduced |
| Iron Horse Wealth Management, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $4.78K | 0.00% | +8 | New |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $5.00K | 0.00% | +8 | New |
| Cornerstone Management, Inc. | 9 | $5.18K | 0.00% | +5+125.0% | Added |
| Longfellow Investment Management Co LLC | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10 | $6.00K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 10 | $6.00K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $6.00K | 0.00% | +8+400.0% | Added |
| Morton Brown Family Wealth, LLC | 15 | $9.00K | 0.01% | −25−62.5% | Reduced |
| Norwood Financial Corp | 15 | $9.00K | 0.01% | −10−40.0% | Reduced |
| Sageworth Trust Co | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 16 | $9.00K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 15 | $9.00K | 0.01% | +15 | New |
| First Quadrant L P | 18 | $10.0K | 0.06% | −1−5.3% | Reduced |
| McClarren Financial Advisors, Inc. | 18 | $10.0K | 0.01% | −2−10.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 18 | $11.0K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 21 | $12.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 24 | $14.0K | 0.00% | −440−94.8% | Reduced |
| Advanced Research Investment Solutions, LLC | 25 | $14.0K | 0.01% | −5−16.7% | Reduced |
| Capital Management Associates | 25 | $14.0K | 0.02% | +25 | New |
| Capital Directions Investment Advisors, LLC | 25 | $14.0K | 0.00% | +25 | New |
| Macroview Investment Management LLC | 26 | $15.0K | 0.02% | −9−25.7% | Reduced |
| Spectrum Management Group, LLC | 26 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 27 | $15.0K | 0.00% | +5+22.7% | Added |
| RWM Asset Management, LLC | 27 | $16.0K | 0.00% | −140−83.8% | Reduced |
| Level Financial Advisors, Inc. | 28 | $16.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 27 | $16.0K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 30 | $17.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 30 | $17.0K | 0.02% | +1+3.4% | Added |
| Harding Loevner LP | 35 | $17.0K | 0.00% | +35 | New |
| RPg Family Wealth Advisory, LLC | 33 | $19.0K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 35 | $20.0K | 0.00% | −540−93.9% | Reduced |
| Ogorek Anthony Joseph | 41 | $23.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 40 | $23.0K | 0.03% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 40 | $23.0K | 0.01% | +40 | New |
| Contravisory Investment Management, Inc. | 45 | $26.0K | 0.01% | +45 | New |
| Evolution Advisers, Inc. | 48 | $27.0K | 0.02% | −3−5.9% | Reduced |
| Arcadia Investment Advisors LLC | 500 | $27.9K | 0.02% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 50 | $29.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 52 | $30.0K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 52 | $30.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 53 | $31.0K | 0.01% | −4−7.0% | Reduced |
| Country Trust Bank | 57 | $33.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 61 | $35.0K | 0.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 63 | $36.0K | 0.00% | +4+6.8% | Added |
| Lansing Street Advisors | 68 | $41.0K | 0.03% | +68 | New |
| Your Advocates Ltd., LLP | 74 | $43.0K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 81 | $46.6K | 0.04% | +12+17.4% | Added |
| Retirement Group, LLC | 82 | $47.0K | 0.02% | −34−29.3% | Reduced |
| Cordant, Inc. | 82 | $47.0K | 0.03% | +82 | New |
| Karlinski Andrew C | 83 | $48.0K | 0.09% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 85 | $49.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 85 | $49.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 85 | $49.0K | 0.02% | +85 | New |
| Disciplina Capital Management LLC | 88 | $50.5K | 0.01% | +1+1.1% | Added |
| Operose Advisors LLC | 91 | $52.0K | 0.04% | +55+152.8% | Added |
| PSI Advisors, LLC | 93 | $54.0K | 0.02% | +11+13.4% | Added |
| Centiva Capital, LP | 99 | $57.0K | 0.00% | +99 | New |
| Siena Capital LLC | 100 | $58.0K | 0.03% | −1,990−95.2% | Reduced |
| Pin Oak Investment Advisors Inc | 100 | $58.0K | 0.06% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 100 | $58.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 102 | $59.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 104 | $60.0K | 0.04% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 108 | $62.0K | 0.04% | −30−21.7% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 110 | $63.0K | 0.05% | −424−79.4% | Reduced |
| Foresight Capital Management Advisors, Inc. | 109 | $63.0K | 0.07% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 110 | $63.0K | 0.03% | 00.0% | Unchanged |
| Brewin Dolphin Wealth Management Ltd | 115 | $66.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 117 | $67.0K | 0.04% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 120 | $69.0K | 0.07% | +120 | New |
| Bellwether Advisors, LLC | 122 | $70.0K | 0.02% | −3,697−96.8% | Reduced |
| Stephenson National Bank & Trust | 125 | $72.0K | 0.04% | −136−52.1% | Reduced |
| Harvest Group Wealth Management, LLC | 126 | $73.0K | 0.04% | −24−16.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 129 | $74.0K | 0.05% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 129 | $74.0K | 0.09% | +129 | New |
| Solstein Capital, LLC | 130 | $75.0K | 0.05% | −977−88.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 150 | $76.0K | 0.06% | −100−40.0% | Reduced |
| Worth Asset Management, LLC | 157 | $76.0K | 0.05% | +157 | New |
| Financial Management Professionals, Inc. | 133 | $77.0K | 0.02% | +36+37.1% | Added |
| Cedar Wealth Management, LLC | 144 | $83.0K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 147 | $85.0K | 0.04% | −22−13.0% | Reduced |
| Marquette Asset Management, LLC | 150 | $86.0K | 0.02% | 00.0% | Unchanged |
| US Asset Management LLC | 149 | $86.0K | 0.08% | +149 | New |
| Tucker Asset Management LLC | 150 | $86.4K | 0.03% | −15−9.1% | Reduced |
| Professional Financial Advisors, LLC | 152 | $87.0K | 0.04% | 00.0% | Unchanged |
| Syverson Strege & Co | 152 | $88.0K | 0.10% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 155 | $89.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 161 | $93.0K | 0.05% | +15+10.3% | Added |
| KB Financial Partners, LLC | 161 | $93.0K | 0.03% | +132+455.2% | Added |
| Institutional & Family Asset Management, LLC | 167 | $96.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 168 | $96.7K | 0.05% | 00.0% | Unchanged |