| WestEnd Advisors, LLC | – | $331 | 0.00% | – | – |
| Column Capital Advisors, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $2.00K | 0.00% | −1,216−99.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 3 | $3.00K | 0.00% | +3 | New |
| Bogart Wealth, LLC | 3 | $3.00K | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $3.03K | 0.00% | −30−90.9% | Reduced |
| Lee Financial Co | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 4 | $4.00K | 0.00% | +4 | New |
| MCF Advisors LLC | 4 | $4.00K | 0.00% | +4 | New |
| Kelly Financial Services LLC | 5 | $4.97K | 0.00% | −4,593−99.9% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 5 | $4.97K | 0.00% | +5 | New |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $5.00K | 0.00% | −5−50.0% | Reduced |
| Crewe Advisors LLC | 5 | $5.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 5 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 5 | $5.00K | 0.00% | +5 | New |
| Cranbrook Wealth Management, LLC | 5 | $5.00K | 0.00% | +5 | New |
| Filbrandt Wealth Management, LLC | 5 | $5.00K | 0.00% | +5 | New |
| Atlas Capital Advisors LLC | 6 | $5.96K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 7 | $6.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 6 | $6.00K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 6 | $6.00K | 0.00% | +6 | New |
| Pacifica Partners Inc. | 7 | $7.00K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $8.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 8 | $8.00K | 0.00% | +8 | New |
| Roble, Belko & Company, Inc | 9 | $9.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 9 | $9.00K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 10 | $10.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 11 | $10.0K | 0.01% | +11 | New |
| Motco | 11 | $11.0K | 0.00% | +4+57.1% | Added |
| Clearview Wealth Advisors LLC | 11 | $11.0K | 0.01% | +6+120.0% | Added |
| Larson Financial Group LLC | 12 | $12.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 12 | $12.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12 | $12.0K | 0.01% | +10+500.0% | Added |
| Anfield Capital Management, LLC | 12 | $12.0K | 0.00% | +12 | New |
| D'Orazio & Associates, Inc. | 12 | $12.0K | 0.00% | +12 | New |
| Professional Financial Advisors, LLC | 13 | $13.0K | 0.01% | −359−96.5% | Reduced |
| Laurel Wealth Advisors LLC | 13 | $13.0K | 0.00% | −14−51.9% | Reduced |
| First Financial Corp | 13 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 13 | $13.0K | 0.00% | +10+333.3% | Added |
| JFS Wealth Advisors, LLC | 14 | $14.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 14 | $14.0K | 0.00% | +9+180.0% | Added |
| RPG Investment Advisory, LLC | 15 | $15.0K | 0.00% | −4−21.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 15 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 15 | $15.0K | 0.01% | +5+50.0% | Added |
| Key Financial Inc | 17 | $17.0K | 0.01% | 00.0% | Unchanged |
| Rock Creek Group, LP | 17 | $17.0K | 0.00% | +17 | New |
| AlphaMark Advisors, LLC | 18 | $18.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 20 | $20.0K | 0.00% | −13−39.4% | Reduced |
| BDO Wealth Advisors, LLC | 22 | $22.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 22 | $22.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 60 | $22.0K | 0.02% | +40+200.0% | Added |
| Hexagon Capital Partners LLC | 23 | $23.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 24 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 24 | $24.0K | 0.04% | +24 | New |
| JNBA Financial Advisors | 24 | $24.0K | 0.00% | +24 | New |
| Consolidated Planning Corp | 24 | $24.0K | 0.02% | +24 | New |
| Sutton Wealth Advisors Inc. | 26 | $25.8K | 0.01% | +1+4.0% | Added |
| Hudock, Inc. | 27 | $26.0K | 0.01% | −13−32.5% | Reduced |
| Brown Brothers Harriman & Co | 26 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 26 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 26 | $26.0K | 0.02% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 26 | $26.0K | 0.01% | +26 | New |
| IronBridge Private Wealth, LLC | 27 | $27.0K | 0.02% | −5,157−99.5% | Reduced |
| Gradient Investments LLC | 27 | $27.0K | 0.00% | +4+17.4% | Added |
| Bell Investment Advisors, Inc | 29 | $29.0K | 0.01% | +29 | New |
| Vectors Research Management, LLC | 30 | $30.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 84 | $30.0K | 0.01% | +56+200.0% | Added |
| MV Capital Management, Inc. | 30 | $30.0K | 0.00% | +12+66.7% | Added |
| O'Dell Group, LLC | 30 | $30.0K | 0.01% | +30 | New |
| Canton Hathaway, LLC | 30 | $30.0K | 0.01% | +30 | New |
| Gleason Group, Inc. | 30 | $30.0K | 0.01% | +30 | New |
| JTC Employer Solutions Trusteee Ltd | 31 | $31.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 34 | $34.0K | 0.01% | +4+13.3% | Added |
| Allworth Financial LP | 35 | $35.0K | 0.00% | +35 | New |
| SOA Wealth Advisors, LLC. | 37 | $36.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 38 | $38.0K | 0.02% | −5−11.6% | Reduced |
| Rockbridge Investment Management, LCC | 38 | $38.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 38 | $38.0K | 0.01% | +14+58.3% | Added |
| Raffa Wealth Management, LLC | 40 | $39.8K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 40 | $40.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $41.0K | 0.01% | +2+5.1% | Added |
| Cahill Financial Advisors Inc | 41 | $41.0K | 0.01% | +41 | New |
| First Command Bank | 42 | $42.0K | 0.01% | −36−46.2% | Reduced |
| First Command Financial Services, Inc. | 42 | $42.0K | 0.01% | −36−46.2% | Reduced |
| City Holding Co | 42 | $42.0K | 0.01% | 00.0% | Unchanged |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 135 | $45.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 45 | $45.0K | 0.05% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 45 | $45.0K | 0.01% | +5+12.5% | Added |
| Brewin Dolphin Wealth Management Ltd | 46 | $45.7K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $46.0K | 0.01% | +14+43.8% | Added |
| Logan Capital Management Inc | 46 | $46.0K | 0.00% | +22+91.7% | Added |