| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | +1+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.04% | −1−25.0% | Reduced |
| SJS Investment Consulting Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 6 | $1.00K | 0.00% | +6 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| GoalVest Advisory LLC | 3 | $1.00K | 0.00% | +3 | New |
| EverSource Wealth Advisors, LLC | 9 | $2.00K | 0.00% | −28−75.7% | Reduced |
| Valley National Advisers Inc | 14 | $3.00K | 0.00% | −143−91.1% | Reduced |
| First Community Trust NA | 13 | $3.00K | 0.00% | −71−84.5% | Reduced |
| Pacifica Partners Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $3.00K | 0.00% | +1+8.3% | Added |
| Hazlett, Burt & Watson, Inc. | 14 | $3.00K | 0.00% | +14 | New |
| Moisand Fitzgerald Tamayo, LLC | 13 | $3.00K | 0.00% | +13 | New |
| GW&K Investment Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Providence Capital Advisors, LLC | 18 | $4.00K | 0.00% | +18 | New |
| Rise Advisors, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 19 | $5.00K | 0.00% | +5+35.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 21 | $5.00K | 0.00% | +21 | New |
| Karlinski Andrew C | 19 | $5.00K | 0.01% | +19 | New |
| Pinebridge Investments, L.P. | 26 | $6.00K | 0.00% | −49,777−99.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 25 | $6.00K | 0.00% | +25 | New |
| Beacon Capital Management, LLC | 24 | $6.00K | 0.00% | +24 | New |
| Alaethes Wealth LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 29 | $7.00K | 0.00% | +29 | New |
| Cordant, Inc. | 27 | $7.00K | 0.00% | +27 | New |
| Nauset Wealth Management. LLC | 30 | $7.00K | 0.01% | +30 | New |
| Dividend Assets Capital, LLC | 35 | $8.00K | 0.00% | −15−30.0% | Reduced |
| Activest Wealth Management | 33 | $8.00K | 0.01% | +33 | New |
| CFS Investment Advisory Services, LLC | 2,087,172 | $9.00K | 0.04% | +2,078,470+23,885.0% | Added |
| Northwest Investment Counselors, LLC | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| Concorde Financial Corp | 40 | $9.00K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 39 | $9.00K | 0.01% | +39 | New |
| Financial Perspectives, Inc | 38 | $9.08K | 0.00% | +1+2.7% | Added |
| Exane Derivatives | 39 | $9.40K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 39 | $9.45K | 0.00% | +39 | New |
| Cedar Mountain Advisors, LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 43 | $10.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 42 | $10.0K | 0.00% | +5+13.5% | Added |
| Core Alternative Capital | 47 | $11.0K | 0.00% | +39+487.5% | Added |
| Ritter Daniher Financial Advisory, LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 50 | $12.0K | 0.00% | +50 | New |
| Siena Capital LLC | 50 | $12.0K | 0.01% | +50 | New |
| Glen Eagle Advisors, LLC | 50 | $12.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 53 | $13.0K | 0.01% | −5−8.6% | Reduced |
| Eukles Asset Management | 55 | $13.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 53 | $13.0K | 0.00% | +1+1.9% | Added |
| Sierra Capital LLC | 53 | $13.0K | 0.00% | +3+6.0% | Added |
| Advanced Research Investment Solutions, LLC | 53 | $13.0K | 0.01% | +43+430.0% | Added |
| Exchange Traded Concepts, LLC | 59 | $14.0K | 0.00% | −1−1.7% | Reduced |
| Washington Trust Advisors, Inc. | 64 | $15.0K | 0.00% | −101−61.2% | Reduced |
| Baron Financial Group, LLC | 66 | $16.0K | 0.01% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 65 | $16.0K | 0.01% | +65 | New |
| JJJ Advisors Inc. | 72 | $17.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 72 | $17.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 72 | $17.0K | 0.00% | +9+14.3% | Added |
| Point72 Hong Kong Ltd | 76 | $18.0K | 0.00% | −224−74.7% | Reduced |
| Versant Capital Management, Inc | 73 | $18.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 80 | $19.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 79 | $19.0K | 0.01% | +79 | New |
| SRS Capital Advisors, Inc. | 82 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 84 | $20.0K | 0.00% | +17+25.4% | Added |
| Dark Forest Capital Management LP | 83 | $20.0K | 0.00% | +83 | New |
| First Bank & Trust | 86 | $21.0K | 0.01% | −77−47.2% | Reduced |
| Founders Capital Management | 100 | $21.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 95 | $22.0K | 0.00% | −124−56.6% | Reduced |
| SOA Wealth Advisors, LLC. | 93 | $22.0K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 91 | $22.0K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 91 | $22.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 94 | $22.7K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 97 | $23.0K | 0.01% | −13−11.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 97 | $23.0K | 0.01% | +42+76.4% | Added |
| Future Financial Wealth Managment LLC | 100 | $24.0K | 0.02% | −38−27.5% | Reduced |
| Norwood Financial Corp | 100 | $24.0K | 0.03% | 00.0% | Unchanged |
| Kings Point Capital Management | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 99 | $24.0K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 100 | $24.0K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 100 | $24.0K | 0.01% | −1−1.0% | Reduced |
| Carolinas Wealth Consulting LLC | 103 | $25.0K | 0.01% | −75−42.1% | Reduced |
| Ogorek Anthony Joseph | 107 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 105 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 105 | $25.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 105 | $25.0K | 0.00% | +8+8.2% | Added |
| Certified Advisory Corp | 100 | $25.0K | 0.01% | +100 | New |
| PSI Advisors, LLC | 108 | $26.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 118 | $28.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 116 | $28.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 120 | $29.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 129 | $31.0K | 0.01% | −9−6.5% | Reduced |
| Focused Wealth Management, Inc | 130 | $31.0K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 130 | $31.0K | 0.02% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 127 | $31.0K | 0.04% | +127 | New |
| Westside Investment Management, Inc. | 135 | $32.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 142 | $34.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 145 | $35.0K | 0.02% | +20+16.0% | Added |