| Clear Perspectives Financial Planning, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $0 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Davidson Capital Management Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.00K | 0.00% | −72,830−100.0% | Reduced |
| Cordant, Inc. | 11 | $4.00K | 0.00% | +11 | New |
| Disciplined Investments, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 20 | $6.00K | 0.00% | +20 | New |
| Navigation Wealth Management, Inc. | 16 | $6.00K | 0.04% | +16 | New |
| Gleason Group, Inc. | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 27 | $10.0K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 30 | $10.0K | 0.01% | 00.0% | Unchanged |
| Blackhill Capital Inc | 31 | $11.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 33 | $11.0K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 31 | $11.0K | 0.01% | +31 | New |
| Macroview Investment Management LLC | 36 | $12.0K | 0.02% | +24+200.0% | Added |
| Barnett & Company, Inc. | 40 | $14.0K | 0.01% | −398−90.9% | Reduced |
| America First Investment Advisors, LLC | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| MKD Wealth Coaches, LLC | 50 | $17.0K | 0.03% | 00.0% | Unchanged |
| Red Tortoise LLC | 132 | $17.0K | 0.01% | +132 | New |
| First PREMIER Bank | 55 | $19.0K | 0.01% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 59 | $20.0K | 0.01% | +14+31.1% | Added |
| Global Trust Asset Management, LLC | 74 | $25.0K | 0.01% | −2,150−96.7% | Reduced |
| Gables Capital Management Inc. | 75 | $25.0K | 0.02% | −200−72.7% | Reduced |
| Advocacy Wealth Management Services, LLC | 73 | $25.0K | 0.00% | +5+7.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 76 | $26.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 89 | $30.0K | 0.02% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 88 | $30.0K | 0.01% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 90 | $31.0K | 0.01% | +90 | New |
| Tucker Asset Management LLC | 100 | $32.4K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 98 | $33.0K | 0.02% | +98 | New |
| Kelly Lawrence W & Associates Inc | 100 | $34.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 100 | $34.0K | 0.02% | 00.0% | Unchanged |
| Ade, LLC | 112 | $38.0K | 0.03% | +9+8.7% | Added |
| Carolina Wealth Advisors, LLC | 113 | $38.0K | 0.03% | +14+14.1% | Added |
| Filbrandt Wealth Management, LLC | 126 | $43.0K | 0.02% | +126 | New |
| True Link Financial Advisors, LLC | 129 | $44.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 139 | $47.0K | 0.01% | +51+58.0% | Added |
| Baron Financial Group, LLC | 140 | $47.5K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 190 | $50.0K | 0.04% | −3,328−94.6% | Reduced |
| CKW Financial Group | 150 | $51.0K | 0.01% | −49−24.6% | Reduced |
| Enterprise Trust & Investment Co | 150 | $51.0K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 150 | $51.0K | 0.03% | +150 | New |
| Bourgeon Capital Management LLC | 152 | $52.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 156 | $52.0K | 0.00% | +21+15.6% | Added |
| Albion Financial Group | 157 | $53.0K | 0.00% | −34−17.8% | Reduced |
| Lountzis Asset Management, LLC | 157 | $53.3K | 0.03% | +57+57.0% | Added |
| Stuart Chaussee & Associates, Inc. | 160 | $54.0K | 0.08% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 38,566 | $56.0K | 0.01% | +110.0% | Added |
| Lloyd Advisory Services, LLC. | 182 | $62.0K | 0.03% | −50−21.6% | Reduced |
| RPG Investment Advisory, LLC | 183 | $62.0K | 0.01% | −2−1.1% | Reduced |
| Cypress Capital Management LLC (WY) | 186 | $63.0K | 0.05% | +30+19.2% | Added |
| Sugarloaf Wealth Management, LLC | 190 | $64.0K | 0.02% | +42+28.4% | Added |
| Front Row Advisors LLC | 199 | $68.0K | 0.03% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 200 | $68.0K | 0.02% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 200 | $68.0K | 0.04% | 00.0% | Unchanged |
| Lake Point Wealth Management | 200 | $68.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $68.0K | 0.05% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 203 | $68.0K | 0.03% | +203 | New |
| Advanced Research Investment Solutions, LLC | 230 | $78.1K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 242 | $82.0K | 0.03% | +45+22.8% | Added |
| Dark Forest Capital Management LP | 242 | $82.0K | 0.03% | +66+37.5% | Added |
| Cranbrook Wealth Management, LLC | 245 | $83.0K | 0.02% | +100+69.0% | Added |
| Crescent Capital Consulting, LLC | 260 | $89.0K | 0.02% | −1,000−79.4% | Reduced |
| IAG Wealth Partners, LLC | 263 | $90.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 265 | $90.0K | 0.07% | +165+165.0% | Added |
| Newfound Research LLC | 272 | $92.0K | 0.15% | −1−0.4% | Reduced |
| Danda Trouve Investment Management, Inc. | 271 | $92.0K | 0.11% | +271 | New |
| Estate Counselors, LLC | 275 | $93.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 282 | $96.0K | 0.08% | +282 | New |
| Ironwood Financial, llc | 298 | $101.0K | 0.03% | +26+9.6% | Added |
| Proffitt & Goodson Inc | 302 | $102.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 302 | $102.0K | 0.04% | +33+12.3% | Added |
| McClarren Financial Advisors, Inc. | 307 | $104.0K | 0.08% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 310 | $105.0K | 0.02% | −310−50.0% | Reduced |
| Lowe Wealth Advisors, LLC | 312 | $106.0K | 0.05% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 316 | $107.0K | 0.13% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 328 | $111.0K | 0.12% | −175−34.8% | Reduced |
| Estabrook Capital Management | 338 | $114.7K | 0.02% | +100+42.0% | Added |
| Saban Cheryl | 344 | $117.0K | 19.44% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 351 | $119.0K | 0.04% | +43+14.0% | Added |
| CoreFirst Bank & Trust | 352 | $120.0K | 0.08% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 368 | $125.0K | 0.02% | +30+8.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 370 | $126.0K | 0.04% | 00.0% | Unchanged |
| WD Rutherford LLC | 390 | $132.0K | 0.07% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 393 | $134.0K | 0.08% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 394 | $134.0K | 0.03% | +394 | New |
| IronBridge Private Wealth, LLC | 402 | $136.0K | 0.08% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 407 | $138.0K | 0.09% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 407 | $138.0K | 0.05% | +297+270.0% | Added |
| Charter Oak Capital Management, LLC | 411 | $139.0K | 0.02% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 415 | $141.0K | 0.11% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 420 | $143.0K | 0.06% | 00.0% | Unchanged |
| Trust Co | 423 | $144.0K | 0.04% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 428 | $145.0K | 0.12% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 431 | $146.0K | 0.11% | −4−0.9% | Reduced |
| Center for Financial Planning, Inc. | 443 | $150.0K | 0.04% | −37−7.7% | Reduced |
| Kelly Financial Services LLC | 454 | $154.1K | 0.09% | −160,883−99.7% | Reduced |
| Jackson Wealth Management, LLC | 40,143 | $158.0K | 1.91% | −9,802−19.6% | Reduced |