| McClarren Financial Advisors, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 0 | $6 | 0.00% | −172−100.0% | Reduced |
| Optiver Holding B.V. | 1 | $44 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 44 | $175 | 0.01% | +3+7.3% | Added |
| WestEnd Advisors, LLC | – | $177 | 0.00% | – | – |
| Global Trust Asset Management, LLC | 5 | $222 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 10 | $443 | 0.00% | +10 | New |
| Ten Capital Wealth Advisors, LLC | 10 | $444 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $489 | 0.00% | +11 | New |
| Sunbelt Securities, Inc. | 14 | $616 | 0.00% | +14 | New |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $666 | 0.00% | −433−96.7% | Reduced |
| Tucker Asset Management LLC | 15 | $666 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 17 | $754 | 0.00% | +17 | New |
| Global Financial Private Client, LLC | 18 | $797 | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 18 | $799 | 0.00% | −8,730−99.8% | Reduced |
| Carolinas Wealth Consulting LLC | 18 | $799 | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 21 | $932 | 0.00% | −258−92.5% | Reduced |
| VitalStone Financial, LLC | 9 | $1.00K | 0.00% | +6+200.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Logan Capital Management Inc | 25 | $1.11K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 28 | $1.24K | 0.00% | −48−63.2% | Reduced |
| USA Financial Portformulas Corp | 32 | $1.42K | 0.00% | +32 | New |
| Creative Financial Designs Inc | 35 | $1.55K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 36 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 41 | $1.83K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 41 | $1.83K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 46 | $2.04K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 47 | $2.09K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 52 | $2.31K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 52 | $2.31K | 0.00% | +9+20.9% | Added |
| Atlas Capital Advisors LLC | 54 | $2.40K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 58 | $2.57K | 0.00% | +38+190.0% | Added |
| Institutional & Family Asset Management, LLC | 59 | $2.62K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 60 | $2.66K | 0.00% | +2+3.4% | Added |
| Archer Investment Corp | 62 | $2.75K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 64 | $2.85K | 0.00% | +64 | New |
| Sugarloaf Wealth Management, LLC | 66 | $2.93K | 0.00% | −200−75.2% | Reduced |
| Aspire Private Capital, LLC | 66 | $2.93K | 0.00% | −6−8.3% | Reduced |
| Global Wealth Strategies & Associates | 72 | $3.19K | 0.00% | +17+30.9% | Added |
| Red Tortoise LLC | 73 | $3.24K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 74 | $3.28K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $3.33K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 88 | $3.92K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 93 | $4.13K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 94 | $4.17K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 100 | $4.44K | 0.00% | +100 | New |
| Park Place Capital Corp | 105 | $4.66K | 0.00% | +62+144.2% | Added |
| HighMark Wealth Management LLC | 107 | $4.74K | 0.00% | +1+0.9% | Added |
| Bangor Savings Bank | 108 | $4.79K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 109 | $4.82K | 0.00% | +1+0.9% | Added |
| Bogart Wealth, LLC | 112 | $4.97K | 0.00% | −25−18.2% | Reduced |
| Princeton Global Asset Management LLC | 120 | $5.30K | 0.00% | +1+0.8% | Added |
| Blue Bell Private Wealth Management, LLC | 120 | $5.32K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 120 | $5.32K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 120 | $5.33K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 122 | $5.41K | 0.00% | +52+74.3% | Added |
| Castleview Partners, LLC | 124 | $5.50K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 126 | $5.59K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 129 | $5.72K | 0.00% | +129 | New |
| Column Capital Advisors, LLC | 130 | $5.77K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 134 | $5.95K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 146 | $6.00K | 0.00% | −38−20.7% | Reduced |
| Baker Avenue Asset Management, LP | 143 | $6.33K | 0.00% | +1+0.7% | Added |
| Delta Asset Management LLC | 150 | $6.66K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 150 | $6.66K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 151 | $6.70K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 154 | $6.83K | 0.00% | −771−83.4% | Reduced |
| Coastal Capital Group, Inc. | 157 | $6.95K | 0.00% | +2+1.3% | Added |
| Baldrige Asset Management LLC | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 160 | $7.10K | 0.00% | +1+0.6% | Added |
| China Universal Asset Management Co., Ltd. | 162 | $7.19K | 0.00% | +162 | New |
| Accel Wealth Management | 171 | $7.58K | 0.00% | +1+0.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 173 | $7.68K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 175 | $7.78K | 0.00% | −2−1.1% | Reduced |
| Webster Bank, N. A. | 179 | $7.94K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 180 | $7.99K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 196 | $8.70K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $8.87K | 0.00% | 00.0% | Unchanged |
| American National Bank | 200 | $8.87K | 0.00% | −12,597−98.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 200 | $8.87K | 0.01% | +200 | New |
| Quintet Private Bank (Europe) S.A. | 200 | $8.88K | 0.00% | +200 | New |
| Sittner & Nelson, LLC | 202 | $8.96K | 0.01% | +202 | New |
| Founders Capital Management | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 205 | $9.10K | 0.00% | +205 | New |
| Adirondack Trust Co | 207 | $9.18K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 213 | $9.47K | 0.01% | +1+0.5% | Added |
| Addison Advisors LLC | 214 | $9.50K | 0.01% | +69+47.6% | Added |
| Core Alternative Capital | 216 | $9.57K | 0.00% | +16+8.0% | Added |
| Focused Wealth Management, Inc | 221 | $9.81K | 0.00% | +221 | New |
| JFS Wealth Advisors, LLC | 230 | $10.2K | 0.00% | +109+90.1% | Added |
| Hartford Financial Management Inc. | 231 | $10.3K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 241 | $10.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 241 | $11.0K | 0.00% | −63−20.7% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 258 | $11.0K | 0.00% | +168+186.7% | Added |
| Itau Unibanco Holding S.A. | 256 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 266 | $11.8K | 0.00% | +53+24.9% | Added |