| Insight Financial Services | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $1.00K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 40 | $3.00K | 0.00% | −200−83.3% | Reduced |
| Foresight Capital Management Advisors, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 65 | $4.00K | 0.00% | +65 | New |
| Heritage Wealth Management, LLC | 62 | $4.00K | 0.00% | +62 | New |
| Conrad Siegel Investment Advisors, Inc. | 60 | $4.00K | 0.00% | +60 | New |
| Ulland Investment Advisors, LLC | 65 | $4.00K | 0.00% | +65 | New |
| Alaska Permanent Fund Corp | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 76 | $5.00K | 0.00% | +1+1.3% | Added |
| GW&K Investment Management, LLC | 73 | $5.00K | 0.00% | +73 | New |
| Sageworth Trust Co | 87 | $6.00K | 0.00% | −88−50.3% | Reduced |
| Costello Asset Management, INC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 83 | $6.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 93 | $6.40K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 97 | $6.57K | 0.00% | +97 | New |
| Perkins Coie Trust Co | 98 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 108 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 125 | $8.00K | 0.00% | −214−63.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 118 | $8.00K | 0.00% | +118 | New |
| Cordant, Inc. | 113 | $8.00K | 0.00% | +113 | New |
| Pittenger & Anderson Inc | 135 | $9.00K | 0.00% | −1,770−92.9% | Reduced |
| Islay Capital Management, LLC | 130 | $9.00K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 130 | $9.00K | 0.01% | +1+0.8% | Added |
| Archer Investment Corp | 130 | $9.17K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 153 | $10.0K | 0.00% | −23,767−99.4% | Reduced |
| Roble, Belko & Company, Inc | 150 | $10.0K | 0.00% | −49−24.6% | Reduced |
| Antonetti Capital Management LLC | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 152 | $10.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 150 | $10.0K | 0.01% | +150 | New |
| St. Johns Investment Management Company, LLC | 163 | $11.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 181 | $11.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 159 | $11.0K | 0.00% | +9+6.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 177 | $12.0K | 0.00% | −354,602−100.0% | Reduced |
| West Paces Advisors Inc. | 183 | $12.4K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 185 | $13.0K | 0.00% | −45,608−99.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 192 | $13.0K | 0.00% | −1,200−86.2% | Reduced |
| Northwest Investment Counselors, LLC | 197 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 200 | $13.5K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 205 | $14.0K | 0.00% | −1,200−85.4% | Reduced |
| Capital Analysts, LLC | 200 | $14.0K | 0.00% | −187−48.3% | Reduced |
| Tarbox Family Office, Inc. | 212 | $14.0K | 0.00% | −44−17.2% | Reduced |
| Ahrens Investment Partners LLC | 203 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 204 | $14.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 214 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 208 | $14.1K | 0.01% | +2+1.0% | Added |
| Simon Quick Advisors, LLC | 220 | $15.0K | 0.00% | +6+2.8% | Added |
| PFS Partners, LLC | 222 | $15.0K | 0.01% | +222 | New |
| PFG Private Wealth Management, LLC | 229 | $16.0K | 0.01% | −5,750−96.2% | Reduced |
| Gradient Investments LLC | 232 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 230 | $16.0K | 0.02% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 239 | $16.0K | 0.01% | +2+0.8% | Added |
| Tortoise Investment Management, LLC | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 250 | $17.0K | 0.01% | +250 | New |
| Johnson Midwest Financial, LLC | 276 | $19.0K | 0.03% | +1+0.4% | Added |
| Earnest Partners LLC | 274 | $19.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 290 | $20.0K | 0.00% | −104−26.4% | Reduced |
| Tradewinds Capital Management, LLC | 300 | $20.0K | 0.00% | −30−9.1% | Reduced |
| Valley National Advisers Inc | 291 | $20.0K | 0.00% | +1+0.3% | Added |
| Central Bank & Trust Co | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Jefferies Group LLC | 300 | $20.3K | 0.00% | −62,200−99.5% | Reduced |
| Sage Private Wealth Group, LLC | 313 | $21.0K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 313 | $21.0K | 0.01% | +313 | New |
| TD Ameritrade Investment Management, LLC | 327 | $22.0K | 0.00% | −681−67.6% | Reduced |
| BCR Wealth Strategies, LLC | 332 | $22.0K | 0.02% | −558−62.7% | Reduced |
| Washington Trust Advisors, Inc. | 320 | $22.0K | 0.00% | −23−6.7% | Reduced |
| American Research & Management Co. | 325 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 352 | $23.0K | 0.01% | +1+0.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 335 | $23.0K | 0.01% | +10+3.1% | Added |
| SJS Investment Consulting Inc. | 342 | $23.0K | 0.01% | +42+14.0% | Added |
| Norway Savings Bank | 350 | $24.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 361 | $24.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 357 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 350 | $24.0K | 0.01% | +350 | New |
| Carolinas Wealth Consulting LLC | 364 | $25.0K | 0.01% | +1+0.3% | Added |
| Beacon Capital Management, LLC | 367 | $25.0K | 0.01% | +367 | New |
| Marquette Asset Management, LLC | 390 | $26.0K | 0.01% | +390 | New |
| Howe & Rusling Inc | 399 | $27.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 393 | $27.0K | 0.01% | +57+17.0% | Added |
| Dravo Bay LLC | 400 | $27.1K | 0.02% | +400 | New |
| Canada Pension Plan Investment Board | 413 | $28.0K | 0.00% | −878,358−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 424 | $28.0K | 0.01% | −63−12.9% | Reduced |
| Core Alternative Capital | 416 | $28.0K | 0.01% | +383+1,160.6% | Added |
