| Eukles Asset Management | 1 | $0 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 0 | $16 | 0.00% | 0 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.03% | 00.0% | Unchanged |
| Steward Financial Group LLC | 7 | $1.00K | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 6 | $1.61K | 0.00% | – | – |
| Marshall Wace, LLP | 6 | $2.00K | 0.00% | −104,290−100.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| William Allan, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Carolina Wealth Advisors, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 14 | $4.00K | 0.00% | +14 | New |
| McCarthy Grittinger Financial Group, LLC | 18 | $4.83K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 18 | $5.00K | 0.00% | −53−74.6% | Reduced |
| Perkins Coie Trust Co | 20 | $5.00K | 0.00% | −10−33.3% | Reduced |
| West Financial Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 19 | $5.00K | 0.00% | +19 | New |
| Longfellow Investment Management Co LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 28 | $8.00K | 0.01% | +28 | New |
| Schubert & Co | 35 | $9.00K | 0.01% | +35 | New |
| Mach-1 Financial Group, Inc. | 41 | $10.0K | 0.01% | +41 | New |
| Atlas Capital Advisors LLC | 39 | $10.5K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 42 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 40 | $11.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 46 | $12.0K | 0.00% | −181−79.7% | Reduced |
| Islay Capital Management, LLC | 46 | $12.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 45 | $12.0K | 0.01% | +45 | New |
| RPg Family Wealth Advisory, LLC | 45 | $12.1K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 56 | $15.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 54 | $15.0K | 0.01% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 61 | $16.0K | 0.01% | +61 | New |
| Aquire Wealth Advisors, LLC | 63 | $17.0K | 0.01% | +63 | New |
| First Bank & Trust | 67 | $18.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 69 | $18.0K | 0.02% | +69 | New |
| Cedar Wealth Management, LLC | 67 | $18.0K | 0.01% | +67 | New |
| Rinkey Investments | 80 | $20.0K | 0.02% | +80 | New |
| Wealthstreet Investment Advisors, LLC | 79 | $21.0K | 0.52% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 85 | $23.0K | 0.01% | 00.0% | Unchanged |
| Harding Loevner LP | 85 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 85 | $23.0K | 0.01% | +5+6.3% | Added |
| Rather & Kittrell, Inc. | 87 | $23.0K | 0.02% | +87 | New |
| Blue Bell Private Wealth Management, LLC | 91 | $24.0K | 0.01% | +91 | New |
| Solstein Capital, LLC | 92 | $25.0K | 0.02% | 00.0% | Unchanged |
| Rational Advisors LLC | 99 | $27.0K | 0.00% | −4,444−97.8% | Reduced |
| John W. Brooker & Co., CPAs | 100 | $27.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $27.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 100 | $27.0K | 0.02% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $27.0K | 0.04% | +100 | New |
| Artemis Wealth Advisors, LLC | 113 | $30.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 111 | $30.0K | 0.01% | +13+13.3% | Added |
| Arcadia Investment Advisors LLC | 116 | $31.1K | 0.02% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 119 | $31.9K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 124 | $33.0K | 0.01% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 123 | $33.0K | 0.02% | +30+32.3% | Added |
| Future Financial Wealth Managment LLC | 121 | $33.0K | 0.03% | +121 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 132 | $34.0K | 0.12% | +132 | New |
| DB Wealth Management Group, LLC | 129 | $35.0K | 0.02% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 138 | $37.0K | 0.01% | +15+12.2% | Added |
| PFG Private Wealth Management, LLC | 143 | $38.0K | 0.02% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 145 | $39.0K | 0.03% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 149 | $39.9K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 150 | $40.0K | 0.03% | −126−45.7% | Reduced |
| Knuff & Co LLC | 150 | $40.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 151 | $40.5K | 0.01% | +151 | New |
| RE Dickinson Investment Advisors, LLC | 152 | $41.0K | 0.03% | +152 | New |
| Disciplined Investments, LLC | 157 | $42.0K | 0.02% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 155 | $42.0K | 0.03% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 160 | $43.0K | 0.02% | −22−12.1% | Reduced |
| Canton Hathaway, LLC | 165 | $44.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 168 | $45.0K | 0.03% | +168 | New |
| Goodwin Investment Advisory | 171 | $46.0K | 0.03% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 179 | $48.0K | 0.02% | −330−64.8% | Reduced |
| McClarren Financial Advisors, Inc. | 187 | $50.0K | 0.03% | +122+187.7% | Added |
| Activest Wealth Management | 191 | $51.0K | 0.03% | −420−68.7% | Reduced |
| Ten Capital Wealth Advisors, LLC | 200 | $54.0K | 0.02% | −110−35.5% | Reduced |
| Blume Capital Management, Inc. | 200 | $54.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 203 | $54.0K | 0.02% | +78+62.4% | Added |
| Covestor Ltd | 203 | $54.0K | 0.08% | +203 | New |
| Stephens Consulting, LLC | 203 | $54.5K | 0.05% | +203 | New |
| Bellwether Advisors, LLC | 213 | $57.0K | 0.02% | 00.0% | Unchanged |
| Tevis Investment Management | 213 | $57.0K | 0.05% | +213 | New |
| Iron Horse Wealth Management, LLC | 215 | $58.0K | 0.03% | −22−9.3% | Reduced |
| Bell Investment Advisors, Inc | 219 | $59.0K | 0.02% | +8+3.8% | Added |
| Raffa Wealth Management, LLC | 227 | $60.9K | 0.02% | −11−4.6% | Reduced |
| MD Financial Management Inc. | 245 | $66.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 245 | $66.0K | 0.02% | +245 | New |
| Curi Capital | 248 | $66.0K | 0.01% | +248 | New |
| Western Pacific Wealth Management, LP | 250 | $67.0K | 0.04% | +250 | New |
| Ashburton (Jersey) Ltd | 255 | $68.0K | 0.03% | 00.0% | Unchanged |
| Avion Wealth | 262 | $70.0K | 0.02% | −61−18.9% | Reduced |
| Ahl Investment Management, Inc. | 276 | $74.0K | 0.07% | +276 | New |
| Delos Wealth Advisors, LLC | 284 | $76.0K | 0.07% | +160+129.0% | Added |
| PYA Waltman Capital, LLC | 288 | $77.0K | 0.04% | +288 | New |
| Baron Financial Group, LLC | 290 | $77.7K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 300 | $80.0K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 300 | $80.0K | 0.09% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 300 | $80.0K | 0.03% | +300 | New |
| AllSquare Wealth Management LLC | 305 | $82.0K | 0.05% | −83−21.4% | Reduced |
| Lake Point Wealth Management | 305 | $82.0K | 0.04% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 305 | $82.0K | 0.06% | +305 | New |