| Caitlin John, LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Delta Asset Management LLC | 1 | $426 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1 | $426 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1 | $459 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 2 | $692 | 0.00% | +2 | New |
| Gould Capital, LLC | 2 | $851 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 2 | $851 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2 | $958 | 0.09% | −3,181−99.9% | Reduced |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $1.28K | 0.00% | – | – |
| Catherine Avery Investment Management LLC | 3 | $1.28K | 0.00% | +3 | New |
| Slocum, Gordon & Co LLP | 3 | $1.46K | 0.00% | +3 | New |
| Horizon Investments, LLC | 4 | $1.70K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 4 | $1.70K | 0.00% | +4 | New |
| WR Wealth Planners, LLC | 4 | $1.81K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 0 | $1.83K | 0.00% | −1,500−100.0% | Reduced |
| North Ridge Wealth Advisors, Inc. | 5 | $2.13K | 0.00% | +5 | New |
| Menard Financial Group LLC | 6 | $2.55K | 0.00% | +6 | New |
| CGC Financial Services, LLC | 8 | $3.40K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 9 | $3.48K | 0.00% | +9 | New |
| Laurel Wealth Advisors LLC | 9 | $3.83K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9 | $3.83K | 0.00% | +4+80.0% | Added |
| Mainstream Capital Management LLC | 9 | $3.83K | 0.00% | +9 | New |
| FLP Wealth Management, LLC | 9 | $3.83K | 0.01% | +9 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $3.84K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $4.00K | 0.00% | −30−75.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 10 | $4.25K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 10 | $4.25K | 0.00% | +10 | New |
| Morse Asset Management, Inc | 10 | $4.27K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 11 | $4.68K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 12 | $5.11K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 14 | $5.96K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 15 | $6.38K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $6.38K | 0.00% | −10−40.0% | Reduced |
| New Millennium Group LLC | 15 | $6.38K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 17 | $7.23K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 17 | $7.23K | 0.00% | +5+41.7% | Added |
| Synergy Financial Management, LLC | 22 | $9.31K | 0.00% | +22 | New |
| Pacific Capital Wealth Advisors, Inc | 22 | $9.36K | 0.00% | −181−89.2% | Reduced |
| Eukles Asset Management | 22 | $9.36K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 25 | $10.6K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 26 | $11.1K | 0.02% | +26 | New |
| Medallion Wealth Advisors, LLC | 28 | $11.9K | 0.01% | +28 | New |
| Hilltop National Bank | 30 | $12.8K | 0.00% | −30−50.0% | Reduced |
| Hexagon Capital Partners LLC | 30 | $12.8K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 31 | $13.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 33 | $14.0K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 33 | $14.0K | 0.01% | +33 | New |
| Grove Bank & Trust | 34 | $14.5K | 0.00% | −64−65.3% | Reduced |
| Cetera Trust Company, N.A | 40 | $17.0K | 0.01% | −10−20.0% | Reduced |
| Wellington Shields Capital Management, LLC | 45 | $19.1K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 45 | $19.2K | 0.01% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 46 | $19.4K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 46 | $19.6K | 0.01% | +10+27.8% | Added |
| Deane Retirement Strategies, Inc. | 50 | $21.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 50 | $21.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 51 | $21.7K | 0.00% | +7+15.9% | Added |
| Iron Horse Wealth Management, LLC | 51 | $21.7K | 0.01% | +51 | New |
| Riverview Trust Co | 52 | $22.1K | 0.02% | −96−64.9% | Reduced |
| Lee Danner & Bass Inc | 52 | $22.2K | 0.00% | +52 | New |
| Versant Capital Management, Inc | 53 | $22.6K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 53 | $22.9K | 0.01% | +53 | New |
| Horrell Capital Management, Inc. | 56 | $24.0K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 57 | $24.3K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 58 | $24.6K | 0.00% | −24,961−99.8% | Reduced |
| Monetary Management Group Inc | 61 | $26.0K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 60 | $26.6K | 0.02% | +52+650.0% | Added |
| Legacy Wealth Managment, LLC | 60 | $26.6K | 0.02% | +52+650.0% | Added |
| LRI Investments, LLC | 63 | $26.8K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 64 | $27.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 65 | $27.7K | 0.01% | −35−35.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 65 | $27.9K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 66 | $28.1K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 68 | $28.6K | 0.01% | +68 | New |
| American Capital Advisory, LLC | 69 | $29.3K | 0.02% | +26+60.5% | Added |
| Beaird Harris Wealth Management, LLC | 71 | $30.2K | 0.00% | +20+39.2% | Added |
| Richard W. Paul & Associates, LLC | 74 | $31.5K | 0.01% | 00.0% | Unchanged |
| Luminist Capital LLC | 77 | $32.6K | 0.06% | +77 | New |
| Chilton Capital Management LLC | 79 | $33.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 80 | $34.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 88 | $37.4K | 0.01% | +8+10.0% | Added |
| Semmax Financial Advisors Inc. | 91 | $40.7K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 100 | $42.5K | 0.00% | +100 | New |
| Prestige Wealth Management Group LLC | 102 | $43.5K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 103 | $43.8K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 108 | $46.0K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 110 | $46.9K | 0.04% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 111 | $47.2K | 0.01% | +14+14.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 107 | $50.2K | 0.00% | +8+8.1% | Added |
| Nemes Rush Group LLC | 118 | $50.4K | 0.01% | +118 | New |
| Graney & King, LLC | 119 | $50.4K | 0.04% | +119 | New |
| Dogwood Wealth Management LLC | 122 | $52.0K | 0.03% | +122 | New |
| Atlas Capital Advisors LLC | 125 | $53.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 125 | $53.2K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 125 | $53.2K | 0.01% | +125 | New |
| Security National Bank | 130 | $55.3K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 133 | $56.6K | 0.00% | +108+432.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 138 | $58.7K | 0.00% | +138 | New |
| Harel Insurance Investments & Financial Services Ltd. | 142 | $60.0K | 0.00% | −12−7.8% | Reduced |
| GAMMA Investing LLC | 143 | $60.8K | 0.01% | 00.0% | Unchanged |