| Caitlin John, LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Delta Asset Management LLC | 1 | $398 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 1 | $398 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $423 | 0.00% | −3−75.0% | Reduced |
| Global Assets Advisory, LLC | 254,988 | $645 | 0.03% | +254,988 | New |
| Horizon Investments, LLC | 2 | $795 | 0.00% | −1−33.3% | Reduced |
| Byrne Asset Management LLC | 2 | $796 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Natixis | 3 | $1.19K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 3 | $1.19K | 0.00% | −3−50.0% | Reduced |
| Cape Investment Advisory, Inc. | 5 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $2.01K | 0.00% | −1−16.7% | Reduced |
| Semmax Financial Advisors Inc. | 5 | $2.10K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $2.11K | 0.00% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 6 | $2.39K | 0.00% | +6 | New |
| CGC Financial Services, LLC | 8 | $3.18K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 9 | $3.58K | 0.00% | −94−91.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $3.59K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 10 | $3.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 11 | $4.21K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $4.38K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 12 | $4.74K | 0.00% | +12 | New |
| Investors Research Corp | 12 | $4.77K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 12 | $4.77K | 0.00% | +12 | New |
| Venturi Wealth Management, LLC | 14 | $5.57K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 15 | $5.97K | 0.00% | −25−62.5% | Reduced |
| Parkside Financial Bank & Trust | 15 | $5.97K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $5.97K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 16 | $6.45K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 22 | $8.75K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 25 | $9.94K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 36 | $14.3K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 39 | $15.0K | 0.01% | −27,792−99.9% | Reduced |
| First Personal Financial Services | 39 | $15.4K | 0.00% | −576−93.7% | Reduced |
| Farther Finance Advisors, LLC | 40 | $15.8K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 39 | $16.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 41 | $16.2K | 0.01% | +41 | New |
| Quadrant Capital Group LLC | 44 | $17.5K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 44 | $17.6K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 44 | $17.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 50 | $18.8K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 49 | $19.5K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 50 | $19.9K | 0.01% | −50−50.0% | Reduced |
| Gradient Investments LLC | 50 | $19.9K | 0.00% | −9−15.3% | Reduced |
| Deane Retirement Strategies, Inc. | 50 | $19.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $21.1K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 56 | $22.0K | 0.01% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 57 | $22.6K | 0.01% | +15+35.7% | Added |
| Costello Asset Management, INC | 60 | $23.9K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 60 | $23.9K | 0.01% | +60 | New |
| Coston, McIsaac & Partners | 64 | $25.0K | 0.01% | −27−29.7% | Reduced |
| LRI Investments, LLC | 63 | $25.1K | 0.01% | +63 | New |
| Beaird Harris Wealth Management, LLC | 65 | $25.9K | 0.00% | +51+364.3% | Added |
| Pflug Koory, LLC | 66 | $26.3K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 74 | $29.4K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 79 | $31.3K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 103 | $34.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 88 | $34.9K | 0.00% | −2,901−97.1% | Reduced |
| Massmutual Trust Co FSB | 91 | $36.2K | 0.00% | +91 | New |
| Nomura Asset Management Co Ltd | 92 | $36.6K | 0.00% | −236−72.0% | Reduced |
| Impact Partnership Wealth, LLC | 96 | $38.2K | 0.02% | −49−33.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 100 | $39.8K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 100 | $39.8K | 0.00% | +100 | New |
| Prestige Wealth Management Group LLC | 102 | $40.6K | 0.01% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 104 | $41.4K | 0.03% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 104 | $41.4K | 0.02% | +52+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 108 | $43.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 117 | $46.5K | 0.01% | 00.0% | Unchanged |
| Cordant, Inc. | 120 | $47.7K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 125 | $49.7K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 125 | $49.7K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 126 | $50.1K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 130 | $51.7K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 134 | $53.3K | 0.02% | −25−15.7% | Reduced |
| Planning Capital Management Corp | 134 | $53.4K | 0.04% | +36+36.7% | Added |
| Grove Bank & Trust | 135 | $53.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 139 | $55.4K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 140 | $55.6K | 0.00% | −34−19.5% | Reduced |
| FSA Wealth Management LLC | 142 | $56.3K | 0.02% | +1+0.7% | Added |
| Truvestments Capital LLC | 146 | $58.1K | 0.02% | −11−7.0% | Reduced |
| Horizon Financial Services, LLC | 148 | $58.8K | 0.04% | +148 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 148 | $58.9K | 0.00% | +24+19.4% | Added |
| Gilliland Jeter Wealth Management LLC | 149 | $59.3K | 0.02% | +149 | New |
| Morton Brown Family Wealth, LLC | 150 | $59.7K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 150 | $59.8K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 154 | $61.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 158 | $62.8K | 0.02% | +1+0.6% | Added |
| RFP Financial Group LLC | 160 | $63.6K | 0.02% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 162 | $64.4K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 163 | $64.7K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 163 | $64.8K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 188 | $74.8K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 193 | $76.8K | 0.00% | +27+16.3% | Added |
| City Holding Co | 200 | $79.6K | 0.01% | −40−16.7% | Reduced |
| Northwest Investment Counselors, LLC | 200 | $79.6K | 0.02% | +200 | New |
| Bangor Savings Bank | 210 | $83.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 230 | $86.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 218 | $86.7K | 0.04% | −105−32.5% | Reduced |
| Capital Analysts, LLC | 220 | $87.0K | 0.00% | +2+0.9% | Added |