| Abich Financial Wealth Management LLC | 2 | $305 | 0.00% | −273−99.3% | Reduced |
| Gen-Wealth Partners Inc | 10 | $1.52K | 0.00% | +10 | New |
| Global Assets Advisory, LLC | 268,398 | $1.72K | 0.08% | +268,398 | New |
| Sym Financial Corp | 45 | $6.85K | 0.00% | +7+18.4% | Added |
| WestEnd Advisors, LLC | 55 | $8.37K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 60 | $9.14K | 0.01% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 60 | $9.14K | 0.01% | +60 | New |
| FPC Investment Advisory, Inc. | 58 | $9.34K | 0.01% | +58 | New |
| Anfield Capital Management, LLC | 70 | $10.7K | 0.01% | +70 | New |
| Richardson Capital Management LLC | 84 | $12.8K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $15.2K | 0.01% | −459−82.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 100 | $15.2K | 0.01% | −240−70.6% | Reduced |
| Lion Point Capital, LP | 100 | $15.2K | 0.03% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 100 | $15.2K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $15.2K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 102 | $15.5K | 0.01% | +2+2.0% | Added |
| Longfellow Investment Management Co LLC | 110 | $16.7K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 115 | $17.6K | 0.00% | −356−75.6% | Reduced |
| Capstone Investment Advisors, LLC | 116 | $17.7K | 0.00% | −60,066−99.8% | Reduced |
| Bruce G. Allen Investments, LLC | 124 | $18.9K | 0.02% | −64−34.0% | Reduced |
| CGC Financial Services, LLC | 128 | $19.5K | 0.01% | +80+166.7% | Added |
| Fairman Group, LLC | 140 | $21.3K | 0.02% | −370−72.5% | Reduced |
| Wunderlich Capital Managemnt | 140 | $21.3K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 145 | $22.1K | 0.02% | 00.0% | Unchanged |
| Hoese & Co LLP | 160 | $22.4K | 0.02% | 00.0% | Unchanged |
| Mma Asset Management LLC | 151 | $23.0K | 0.01% | +151 | New |
| Robinswood Financial LLC | 160 | $25.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 174 | $26.5K | 0.01% | +54+45.0% | Added |
| Partnership Wealth Management, LLC | 180 | $27.4K | 0.02% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 180 | $27.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 186 | $28.3K | 0.01% | +30+19.2% | Added |
| Guardian Wealth Management, Inc. | 199 | $30.3K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 200 | $30.5K | 0.01% | −540−73.0% | Reduced |
| Equitec Proprietary Markets, LLC | 200 | $30.5K | 0.05% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 200 | $30.5K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $30.5K | 0.02% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 200 | $30.5K | 0.02% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 200 | $30.5K | 0.00% | +200 | New |
| Colony Family Offices, LLC | 202 | $30.8K | 0.01% | +2+1.0% | Added |
| Evergreen Private Wealth LLC | 211 | $32.1K | 0.02% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 200 | $32.9K | 0.03% | +200 | New |
| Dakota Community Bank & Trust NA | 220 | $33.5K | 0.18% | −140−38.9% | Reduced |
| Old Point Trust & Financial Services N A | 240 | $36.5K | 0.01% | +100+71.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 241 | $36.7K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 240 | $37.0K | 0.04% | −3,000−92.6% | Reduced |
| Clear Investment Research, LLC | 245 | $37.3K | 0.05% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 253 | $38.5K | 0.02% | +253 | New |
| Barometer Capital Management Inc. | 240 | $39.5K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 260 | $39.6K | 0.00% | −40−13.3% | Reduced |
| Family CFO Inc | 280 | $42.6K | 0.03% | 00.0% | Unchanged |
| Powszechne Towarzystwo Emerytalne Allianz Polska S.A. | 52,160 | $44.7K | 0.04% | +52,160 | New |
| Lowe Wealth Advisors, LLC | 300 | $45.7K | 0.02% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 300 | $45.7K | 0.02% | +300 | New |
| Richardson Financial Services Inc. | 311 | $46.4K | 0.03% | +71+29.6% | Added |
| Essex Investment Management Co LLC | 320 | $48.7K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 330 | $50.1K | 0.00% | +110+50.0% | Added |
| Stephens Consulting, LLC | 332 | $50.6K | 0.02% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 333 | $50.7K | 0.01% | +103+44.8% | Added |
| Wolff Wiese Magana LLC | 341 | $51.9K | 0.04% | 00.0% | Unchanged |
| Quest Partners LLC | 349 | $53.1K | 0.01% | +349 | New |
| J.Safra Asset Management Corp | 359 | $54.7K | 0.01% | +359 | New |
| Studio Investment Management LLC | 367 | $55.9K | 0.01% | 00.0% | Unchanged |
| Horizons Wealth Management | 420 | $59.2K | 0.04% | 00.0% | Unchanged |
| Belvedere Trading LLC | 403 | $61.4K | 0.00% | +403 | New |
| Cedar Mountain Advisors, LLC | 426 | $64.9K | 0.02% | 00.0% | Unchanged |
| Friedenthal Financial | 440 | $67.0K | 0.04% | −440−50.0% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 480 | $73.1K | 0.06% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 480 | $73.1K | 0.04% | 00.0% | Unchanged |
| JDM Financial Group LLC | 483 | $73.5K | 0.05% | −37−7.1% | Reduced |
| IAG Wealth Partners, LLC | 490 | $74.6K | 0.02% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 495 | $75.4K | 0.07% | −3,599−87.9% | Reduced |
| HBC Financial Services, PLLC | 470 | $77.0K | 0.05% | −150−24.2% | Reduced |
| Keener Financial Planning LLC | 500 | $77.0K | 0.05% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 540 | $82.2K | 0.02% | +200+58.8% | Added |
| New England Capital Financial Advisors LLC | 558 | $85.0K | 0.05% | −1,108−66.5% | Reduced |
| MeadowBrook Investment Advisors LLC | 560 | $85.3K | 0.08% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 565 | $86.0K | 0.02% | +565 | New |
| Cranbrook Wealth Management, LLC | 570 | $86.8K | 0.02% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 579 | $88.2K | 0.08% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 580 | $88.3K | 0.05% | 00.0% | Unchanged |
| Aspect Partners, LLC | 591 | $90.0K | 0.07% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 575 | $90.5K | 0.05% | −180−23.8% | Reduced |
| DecisionPoint Financial, LLC | 525 | $91.2K | 0.04% | −120−18.6% | Reduced |
| FSC Wealth Advisors, LLC | 600 | $91.4K | 0.06% | 00.0% | Unchanged |
| Peoples Bank | 600 | $91.4K | 0.07% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 600 | $91.4K | 0.05% | +60+11.1% | Added |
| POM Investment Strategies, LLC | 600 | $91.4K | 0.07% | +600 | New |
| Sienna Gestion | 602 | $91.7K | 0.01% | +602 | New |
| Evolution Advisers, Inc. | 603 | $92.0K | 0.05% | +3+0.5% | Added |
| TruNorth Capital Management, LLC | 612 | $93.2K | 0.03% | +612 | New |
| Halpern Financial, Inc. | 610 | $95.4K | 0.03% | −460−43.0% | Reduced |
| Proffitt & Goodson Inc | 627 | $95.5K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 644 | $98.1K | 0.02% | −191−22.9% | Reduced |
| Creekmur Asset Management LLC | 654 | $99.6K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 651 | $100.0K | 0.01% | −2,516−79.4% | Reduced |
| Avion Wealth | 659 | $101.0K | 0.03% | +108+19.6% | Added |
| Old Second National Bank of Aurora | 670 | $102.0K | 0.03% | −45−6.3% | Reduced |
| Clear Point Advisors Inc. | 680 | $103.5K | 0.09% | −525−43.6% | Reduced |
| Rocky Mountain Advisers, LLC | 700 | $106.6K | 0.03% | 00.0% | Unchanged |