| Harding Loevner LP | 3 | $0 | 0.00% | −2,443−99.9% | Reduced |
| Investors Research Corp | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 6 | $0 | 0.00% | +2+50.0% | Added |
| Ford Financial Group, LLC | 11 | $0 | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Bartlett & Co. Wealth Management LLC | 14 | $1.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $1.52K | 0.00% | +4+26.7% | Added |
| Creative Financial Designs Inc | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| Wealth Quarterback LLC | 23 | $2.00K | 0.00% | +23 | New |
| GoalVest Advisory LLC | 30 | $2.00K | 0.00% | +30 | New |
| Webster Bank, N. A. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 35 | $3.00K | 0.00% | −1−2.8% | Reduced |
| First Horizon Corp | 50 | $3.00K | 0.00% | +50 | New |
| Evolution Wealth Advisors, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Anchor Investment Management, LLC | 40 | $3.19K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 54 | $4.00K | 0.00% | −81−60.0% | Reduced |
| Hudock, Inc. | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 55 | $4.00K | 0.00% | +55 | New |
| HHM Wealth Advisors, LLC | 50 | $4.00K | 0.00% | +50 | New |
| Tfo-TDC, LLC | 60 | $5.00K | 0.00% | −140−70.0% | Reduced |
| Activest Wealth Management | 63 | $5.00K | 0.00% | −50−44.2% | Reduced |
| Joseph P. Lucia & Associates, LLC | 57 | $5.00K | 0.00% | +3+5.6% | Added |
| FinTrust Capital Advisors, LLC | 80 | $6.00K | 0.00% | −1,100−93.2% | Reduced |
| Westside Investment Management, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 85 | $7.00K | 0.00% | +85 | New |
| Montag A & Associates Inc | 100 | $8.00K | 0.00% | −8,138−98.8% | Reduced |
| Earnest Partners LLC | 105 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 99 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 122 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 95 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 124 | $9.60K | 0.01% | −279−69.2% | Reduced |
| CVA Family Office, LLC | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 129 | $10.0K | 0.00% | +72+126.3% | Added |
| Asset Dedication, LLC | 122 | $10.0K | 0.00% | +122 | New |
| Personal Wealth Partners | 123 | $10.0K | 0.00% | +123 | New |
| Key Financial Inc | 160 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 140 | $11.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 140 | $11.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 142 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 150 | $11.0K | 0.00% | +150 | New |
| TD Private Client Wealth LLC | 148 | $11.8K | 0.00% | +108+270.0% | Added |
| Smithfield Trust Co | 156 | $12.0K | 0.00% | −2,010−92.8% | Reduced |
| Financial Perspectives, Inc | 168 | $13.4K | 0.01% | +168 | New |
| Ellis Investment Partners, LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 184 | $15.0K | 0.00% | +136+283.3% | Added |
| CKW Financial Group | 200 | $15.0K | 0.00% | +200 | New |
| Meeder Asset Management Inc | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 200 | $16.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 200 | $16.0K | 0.00% | +5+2.6% | Added |
| Institutional & Family Asset Management, LLC | 243 | $19.0K | 0.00% | −291−54.5% | Reduced |
| Pacitti Group Inc. | 250 | $19.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 240 | $19.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 251 | $20.0K | 0.00% | −107,700−99.8% | Reduced |
| Prestige Wealth Management Group LLC | 243 | $20.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 250 | $20.0K | 0.00% | +50+25.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 250 | $20.0K | 0.00% | +250 | New |
| Optiver Holding B.V. | 266 | $21.0K | 0.00% | +266 | New |
| Private Capital Group, LLC | 287 | $23.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 303 | $24.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 296 | $24.0K | 0.01% | +89+43.0% | Added |
| Atlas Private Wealth Advisors | 310 | $25.0K | 0.01% | −600−65.9% | Reduced |
| State of Wyoming | 321 | $26.0K | 0.02% | +71+28.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 351 | $28.0K | 0.00% | −1,465−80.7% | Reduced |
| Berman Capital Advisors, LLC | 355 | $28.0K | 0.00% | −21−5.6% | Reduced |
| TFC Financial Management | 374 | $30.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 375 | $30.0K | 0.00% | +375 | New |
| Patriot Financial Group Insurance Agency, LLC | 397 | $32.0K | 0.01% | −66−14.3% | Reduced |
| Valeo Financial Advisors, LLC | 420 | $34.0K | 0.00% | +50+13.5% | Added |
| Optimum Investment Advisors | 450 | $36.0K | 0.01% | −100−18.2% | Reduced |
| Selective Wealth Management, Inc. | 450 | $36.0K | 0.03% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 470 | $38.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 504 | $40.0K | 0.00% | −12−2.3% | Reduced |
| Column Capital Advisors, LLC | 500 | $40.0K | 0.01% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 500 | $40.0K | 0.01% | +500 | New |
| Catalyst Capital Advisors LLC | 509 | $41.0K | 0.00% | −65,383−99.2% | Reduced |
| Wagner Wealth Management, LLC | 534 | $43.0K | 0.03% | +58+12.2% | Added |