| Kelly Financial Services LLC | 151,488 | $660 | 0.03% | +150,828+22,852.7% | Added |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.02% | −11−73.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 5 | $1.00K | 0.00% | +5 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $1.38K | 0.00% | – | New |
| Arcadia Investment Advisors LLC | 6 | $1.38K | 0.00% | +6 | New |
| Bogart Wealth, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Longfellow Investment Management Co LLC | 18 | $5.00K | 0.00% | −8,480−99.8% | Reduced |
| TFC Financial Management | 22 | $5.00K | 0.00% | +7+46.7% | Added |
| Neo Ivy Capital Management | 25 | $6.00K | 0.01% | −687−96.5% | Reduced |
| Cypress Capital Management LLC (WY) | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 29 | $7.00K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $7.00K | 0.00% | +16+114.3% | Added |
| Beck Bode, LLC | 35 | $8.00K | 0.00% | +35 | New |
| Ten Capital Wealth Advisors, LLC | 44 | $10.0K | 0.00% | +44 | New |
| Sageworth Trust Co | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $11.0K | 0.01% | +50 | New |
| KB Financial Partners, LLC | 56 | $13.0K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 62 | $14.0K | 0.00% | 00.0% | Unchanged |
| QVR LLC | 60 | $14.0K | 0.04% | +60 | New |
| Pin Oak Investment Advisors Inc | 64 | $15.0K | 0.02% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 65 | $15.0K | 0.01% | 00.0% | Unchanged |
| MD Financial Management Inc. | 71 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 69 | $16.0K | 0.01% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 75 | $17.0K | 0.00% | −160,788−100.0% | Reduced |
| Trustcore Financial Services, LLC | 72 | $17.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 80 | $18.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 80 | $18.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 82 | $19.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 90 | $20.0K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 90 | $20.7K | 0.01% | −2−2.2% | Reduced |
| Baron Financial Group, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 100 | $23.0K | 0.00% | −100−50.0% | Reduced |
| Stephenson National Bank & Trust | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Permanens Capital L.P. | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Emerson Wealth Management, LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 106 | $24.0K | 0.02% | +1+1.0% | Added |
| Atlas Capital Advisors LLC | 107 | $24.6K | 0.00% | +42+64.6% | Added |
| NewSquare Capital LLC | 111 | $25.0K | 0.00% | +64+136.2% | Added |
| Selective Wealth Management, Inc. | 116 | $27.0K | 0.02% | −50−30.1% | Reduced |
| Interactive Financial Advisors | 130 | $30.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 137 | $31.4K | 0.02% | −25,457−99.5% | Reduced |
| Pacitti Group Inc. | 144 | $33.0K | 0.02% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 115 | $33.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 145 | $33.0K | 0.00% | +145 | New |
| Knuff & Co LLC | 150 | $34.0K | 0.01% | −100−40.0% | Reduced |
| Ogorek Anthony Joseph | 150 | $34.0K | 0.02% | 00.0% | Unchanged |
| Savior LLC | 153 | $35.0K | 0.03% | −117−43.3% | Reduced |
| Financial Insights, Inc. | 155 | $35.6K | 0.03% | +155 | New |
| Credential Qtrade Securities Inc. | 156 | $35.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 159 | $36.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 157 | $36.0K | 0.02% | +2+1.3% | Added |
| Cranbrook Wealth Management, LLC | 169 | $39.0K | 0.01% | −12−6.6% | Reduced |
| Loomis Sayles & Co L P | 169 | $39.0K | 0.00% | +6+3.7% | Added |
| Resolute Partners Group | 171 | $39.0K | 0.01% | +43+33.6% | Added |
| Estate Counselors, LLC | 178 | $40.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 170 | $40.0K | 0.02% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 185 | $42.0K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 183 | $42.1K | 0.01% | +27+17.3% | Added |
| Monumental Financial Group Inc. | 186 | $43.0K | 0.04% | −3,408−94.8% | Reduced |
| Psagot Investment House Ltd. | 188 | $43.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $46.0K | 0.01% | – | – |
| Bank Julius Baer & Co. Ltd, Zurich | 200 | $46.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $46.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 200 | $46.0K | 0.03% | 00.0% | Unchanged |
| Corsicana & Co. | 200 | $46.0K | 0.03% | +200 | New |
| Itau Unibanco Holding S.A. | 212 | $49.0K | 0.00% | +212 | New |
| Accel Wealth Management | 221 | $51.0K | 0.03% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 245 | $56.0K | 0.01% | −1−0.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 245 | $56.0K | 0.02% | +245 | New |
| Sierra Capital LLC | 247 | $57.0K | 0.01% | 00.0% | Unchanged |
| Ade, LLC | 250 | $57.0K | 0.05% | +250 | New |
| American Research & Management Co. | 258 | $59.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 275 | $63.0K | 0.01% | +25+10.0% | Added |
| Brendel Financial Advisors LLC | 275 | $63.0K | 0.03% | +275 | New |
| Better Money Decisions, LLC | 279 | $64.0K | 0.06% | +31+12.5% | Added |
| USA Financial Portformulas Corp | 285 | $65.0K | 0.05% | −96−25.2% | Reduced |
| WealthShield Partners, LLC | 284 | $65.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 291 | $67.0K | 0.00% | +1+0.3% | Added |
| Pflug Koory, LLC | 296 | $68.0K | 0.04% | 00.0% | Unchanged |
| Knott David M | 300 | $69.0K | 0.03% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 300 | $69.0K | 0.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 300 | $69.0K | 0.04% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 307 | $70.0K | 0.03% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 310 | $71.0K | 0.06% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 311 | $71.0K | 0.03% | +311 | New |
| Sound Income Strategies, LLC | 315 | $72.0K | 0.01% | +19+6.4% | Added |
| Ritter Daniher Financial Advisory, LLC | 317 | $73.0K | 0.05% | +317 | New |
| SOA Wealth Advisors, LLC. | 327 | $75.0K | 0.02% | +24+7.9% | Added |
| Syverson Strege & Co | 330 | $76.0K | 0.07% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 334 | $77.0K | 0.05% | +1+0.3% | Added |
| Hillsdale Investment Management Inc. | 340 | $78.0K | 0.01% | −3,002−89.8% | Reduced |
| Cypress Point Wealth Management, LLC | 340 | $78.0K | 0.06% | +340 | New |
| Truvestments Capital LLC | 343 | $79.0K | 0.04% | −199−36.7% | Reduced |
| State of Wyoming | 349 | $80.0K | 0.05% | −543−60.9% | Reduced |
| JJJ Advisors Inc. | 371 | $85.0K | 0.03% | −65−14.9% | Reduced |
| Kempen Capital Management N.V. | 376 | $86.0K | 0.00% | +376 | New |