| GW&K Investment Management, LLC | 1 | $0 | 0.00% | −133−99.3% | Reduced |
| J.Safra Asset Management Corp | 127 | $0 | 0.00% | +24+23.3% | Added |
| First Command Advisory Services, Inc. | 14 | $0 | 0.00% | +14 | New |
| State of Wyoming | 3 | $1.00K | 0.00% | −688−99.6% | Reduced |
| Delos Wealth Advisors, LLC | 2 | $1.00K | 0.00% | −85−97.7% | Reduced |
| Advocacy Wealth Management Services, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 2 | $1.00K | 0.11% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 10 | $3.00K | 0.00% | +6+150.0% | Added |
| Mizuho Securities Co. Ltd. | 41 | $11.0K | 0.00% | −49−54.4% | Reduced |
| Clear Perspectives Financial Planning, LLC | 40 | $11.0K | 0.01% | −91−69.5% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $11.0K | 0.15% | 00.0% | Unchanged |
| Capital Management Associates | 40 | $11.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 45 | $12.0K | 0.01% | −9−16.7% | Reduced |
| FAI Wealth Management | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 48 | $13.0K | 0.00% | +48 | New |
| C M Bidwell & Associates Ltd | 51 | $14.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 53 | $15.0K | 0.01% | −2−3.6% | Reduced |
| DB Wealth Management Group, LLC | 56 | $15.0K | 0.01% | +1+1.8% | Added |
| Gould Capital, LLC | 55 | $15.0K | 0.01% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 53 | $15.0K | 0.01% | +15+39.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 59 | $16.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 63 | $17.0K | 0.16% | +35+125.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 66 | $18.0K | 0.02% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 67 | $18.0K | 0.02% | +67 | New |
| Macroview Investment Management LLC | 71 | $20.0K | 0.04% | 00.0% | Unchanged |
| Knott David M Jr | 80 | $22.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 90 | $24.8K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 96 | $26.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 96 | $26.0K | 0.01% | +43+81.1% | Added |
| Schubert & Co | 97 | $27.0K | 0.03% | −2−2.0% | Reduced |
| Family CFO Inc | 100 | $27.6K | 0.03% | 00.0% | Unchanged |
| Paloma Partners Management Co | 100 | $28.0K | 0.01% | −20,035−99.5% | Reduced |
| Cacti Asset Management LLC | 100 | $28.0K | 0.00% | −1,000−90.9% | Reduced |
| Grayhawk Investment Strategies Inc. | 80 | $30.0K | 0.02% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 112 | $30.9K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 113 | $31.0K | 0.03% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 120 | $33.0K | 0.02% | +14+13.2% | Added |
| Bellwether Advisors, LLC | 127 | $35.0K | 0.01% | +54+74.0% | Added |
| Bell Investment Advisors, Inc | 144 | $40.0K | 0.01% | −214−59.8% | Reduced |
| Your Advocates Ltd., LLP | 146 | $40.0K | 0.02% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 150 | $41.0K | 0.16% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 150 | $41.0K | 0.03% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 150 | $41.0K | 0.01% | +150 | New |
| Goodman Advisory Group, LLC | 152 | $42.0K | 0.02% | −23−13.1% | Reduced |
| Ulland Investment Advisors, LLC | 154 | $42.0K | 0.05% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 158 | $43.0K | 0.07% | −19−10.7% | Reduced |
| John W. Brooker & Co., CPAs | 155 | $43.0K | 0.03% | 00.0% | Unchanged |
| Axim Planning & Wealth | 157 | $43.0K | 0.04% | +28+21.7% | Added |
| Winch Advisory Services, LLC | 161 | $44.0K | 0.02% | +7+4.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 162 | $44.7K | 0.01% | +28+20.9% | Added |
| Harvest Group Wealth Management, LLC | 165 | $45.0K | 0.03% | −24−12.7% | Reduced |
| Alpha Paradigm Partners, LLC | 162 | $45.0K | 0.02% | +162 | New |
| Guardian Wealth Management, Inc. | 176 | $49.0K | 0.06% | +1+0.6% | Added |
| Legend Financial Advisors, Inc. | 188 | $51.9K | 0.05% | +188 | New |
| HWG Holdings LP | 192 | $53.0K | 0.04% | +192 | New |
| Skylands Capital, LLC | 200 | $55.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 203 | $56.0K | 0.01% | +12+6.3% | Added |
| Belmont Capital, LLC | 205 | $57.0K | 0.07% | +75+57.7% | Added |
| Tacita Capital Inc | 212 | $58.0K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 220 | $61.0K | 0.01% | −1−0.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 225 | $62.0K | 0.03% | −10−4.3% | Reduced |
| HighMark Wealth Management LLC | 228 | $63.0K | 0.05% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 233 | $64.0K | 0.00% | −72−23.6% | Reduced |
| TD Capital Management LLC | 242 | $67.0K | 0.01% | +242 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 256 | $71.0K | 0.05% | +17+7.1% | Added |
| Roble, Belko & Company, Inc | 264 | $73.0K | 0.02% | 00.0% | Unchanged |
| Monolith Advisors | 270 | $75.0K | 0.08% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 284 | $78.0K | 0.05% | −22−7.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 285 | $79.0K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 284 | $82.0K | 0.04% | −478−62.7% | Reduced |
| Newfound Research LLC | 299 | $83.0K | 0.20% | +69+30.0% | Added |
| First Community Trust NA | 307 | $85.0K | 0.12% | −50−14.0% | Reduced |
| Fairfield Financial Advisors, LTD | 313 | $86.2K | 0.04% | +15+5.0% | Added |
| Lowe Wealth Advisors, LLC | 319 | $88.0K | 0.05% | −74−18.8% | Reduced |
| Atlas Capital Advisors LLC | 328 | $90.5K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 334 | $92.0K | 0.08% | +2+0.6% | Added |
| WestEnd Advisors, LLC | 341 | $94.0K | 0.00% | −134,564−99.7% | Reduced |
| Baldrige Asset Management LLC | 348 | $96.0K | 0.05% | +30+9.4% | Added |
| Close Asset Management Ltd | 352 | $97.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 359 | $99.0K | 0.08% | −102−22.1% | Reduced |
| Antonetti Capital Management LLC | 360 | $99.0K | 0.11% | −75−17.2% | Reduced |
| Advanced Research Investment Solutions, LLC | 357 | $99.0K | 0.06% | +304+573.6% | Added |
| Covestor Ltd | 361 | $100.0K | 0.09% | −53−12.8% | Reduced |
| Dakota Community Bank & Trust NA | 370 | $102.0K | 0.71% | +370 | New |
| New Millennium Group LLC | 376 | $104.0K | 0.11% | −6−1.6% | Reduced |
| GoalVest Advisory LLC | 379 | $105.0K | 0.07% | −1,243−76.6% | Reduced |
| Blume Capital Management, Inc. | 379 | $105.0K | 0.04% | 00.0% | Unchanged |
| Avion Wealth | 396 | $109.0K | 0.03% | −22−5.3% | Reduced |
| AlphaMark Advisors, LLC | 405 | $112.0K | 0.06% | −15−3.6% | Reduced |
| Boit C F David | 425 | $117.0K | 0.10% | +425 | New |
| Emerald Mutual Fund Advisers Trust | 428 | $118.0K | 0.01% | +6+1.4% | Added |
| Coastal Capital Group, Inc. | 434 | $120.0K | 0.03% | +63+17.0% | Added |
| Evolution Advisers, Inc. | 440 | $121.0K | 0.11% | 00.0% | Unchanged |
| Syverson Strege & Co | 444 | $122.0K | 0.06% | +1+0.2% | Added |
| Beacon Capital Management, Inc. | 450 | $124.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 394 | $124.6K | 0.08% | +394 | New |
| Maryland Capital Advisors Inc. | 460 | $127.0K | 0.13% | 00.0% | Unchanged |