| J.Safra Asset Management Corp | 38 | $0 | 0.00% | +38 | New |
| TCI Wealth Advisors, Inc. | 2 | $1.00K | 0.00% | −9−81.8% | Reduced |
| Cribstone Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Moisand Fitzgerald Tamayo, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Burleson & Company, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Tucker Asset Management LLC | 4 | $1.28K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 7 | $2.00K | 0.00% | +7 | New |
| Sandy Spring Bank | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $3.00K | 0.00% | +2+25.0% | Added |
| Western Pacific Wealth Management, LP | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 10 | $3.00K | 0.00% | +10 | New |
| Investors Research Corp | 9 | $3.00K | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 10 | $3.23K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 11 | $4.00K | 0.01% | −61−84.7% | Reduced |
| Valley National Advisers Inc | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 11 | $4.00K | 0.00% | +11 | New |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15 | $5.00K | 0.00% | +15 | New |
| Essex Investment Management Co LLC | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $7.00K | 0.01% | −5−18.5% | Reduced |
| Global Trust Asset Management, LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 21 | $7.00K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 23 | $7.00K | 0.00% | +7+43.8% | Added |
| Sofos Investments, Inc. | 22 | $7.00K | 0.00% | +22 | New |
| Beaird Harris Wealth Management, LLC | 21 | $7.00K | 0.00% | +21 | New |
| Kelly Financial Services LLC | 25 | $7.99K | 0.00% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 2,448,112 | $8.00K | 0.03% | +2,440,429+31,764.0% | Added |
| Johnson Financial Group, Inc. | 24 | $8.00K | 0.00% | −30−55.6% | Reduced |
| First Bank & Trust | 24 | $8.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $8.00K | 0.00% | +25 | New |
| TSFG, LLC | 25 | $8.00K | 0.00% | +25 | New |
| Perkins Coie Trust Co | 29 | $9.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 29 | $9.00K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 27 | $9.00K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 27 | $9.00K | 0.00% | +27 | New |
| Disciplined Investments, LLC | 27 | $9.00K | 0.00% | +27 | New |
| Ogorek Anthony Joseph | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 31 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 31 | $10.0K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 30 | $10.0K | 0.00% | +30 | New |
| Strengthening Families & Communities, LLC | 32 | $10.0K | 0.01% | +32 | New |
| Pin Oak Investment Advisors Inc | 36 | $11.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 34 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 36 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 35 | $11.0K | 0.01% | +35 | New |
| Delos Wealth Advisors, LLC | 39 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 35 | $12.0K | 0.01% | +35 | New |
| Institutional & Family Asset Management, LLC | 41 | $13.0K | 0.00% | −11−21.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 42 | $13.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 41 | $13.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 40 | $13.0K | 0.01% | 00.0% | Unchanged |
| Curi Capital | 42 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 41 | $13.0K | 0.00% | +29+241.7% | Added |
| Rockbridge Investment Management, LCC | 43 | $13.9K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 45 | $14.0K | 0.00% | −65−59.1% | Reduced |
| Glen Eagle Advisors, LLC | 45 | $14.4K | 0.00% | +30+200.0% | Added |
| Addison Advisors LLC | 48 | $15.0K | 0.01% | −30−38.5% | Reduced |
| Stonebridge Capital Advisors LLC | 48 | $15.0K | 0.00% | −25−34.2% | Reduced |
| SRS Capital Advisors, Inc. | 51 | $16.0K | 0.00% | +13+34.2% | Added |
| North Star Investment Management Corp. | 55 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 58 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 56 | $18.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 58 | $18.5K | 0.01% | −81−58.3% | Reduced |
| Montag A & Associates Inc | 60 | $19.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 60 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 60 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 62 | $20.0K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 62 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 65 | $20.8K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 67 | $21.0K | 0.03% | +1+1.5% | Added |
| Hanson & Doremus Investment Management | 65 | $21.0K | 0.00% | +65 | New |
| FinTrust Capital Advisors, LLC | 69 | $22.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 68 | $22.0K | 0.00% | +5+7.9% | Added |
| Tyler-Stone Wealth Management | 69 | $22.0K | 0.01% | +8+13.1% | Added |
| Prestige Wealth Management Group LLC | 72 | $23.0K | 0.01% | −37−33.9% | Reduced |
| JNBA Financial Advisors | 71 | $23.0K | 0.00% | +5+7.6% | Added |
| High Net Worth Advisory Group LLC | 75 | $24.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 76 | $24.0K | 0.01% | +16+26.7% | Added |
| Sierra Capital LLC | 74 | $24.0K | 0.00% | +19+34.5% | Added |
| Leelyn Smith, LLC | 80 | $26.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 85 | $27.0K | 0.01% | −25−22.7% | Reduced |
| MCF Advisors LLC | 83 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 87 | $28.0K | 0.01% | −865−90.9% | Reduced |
| Hillsdale Investment Management Inc. | 90 | $29.0K | 0.00% | −140−60.9% | Reduced |
| Ritter Daniher Financial Advisory, LLC | 90 | $29.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 96 | $31.0K | 0.01% | +5+5.5% | Added |
| Steward Financial Group LLC | 100 | $31.0K | 0.03% | +100 | New |
| Atlas Capital Advisors LLC | 100 | $31.9K | 0.00% | −302−75.1% | Reduced |
| Herold Advisors, Inc. | 100 | $31.9K | 0.01% | +100 | New |