| VitalStone Financial, LLC | 2 | $0 | 0.00% | −24−92.3% | Reduced |
| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 0 | $29 | 0.00% | 0 | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $257 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4 | $342 | 0.00% | +1+33.3% | Added |
| CGC Financial Services, LLC | 5 | $427 | 0.00% | +5 | New |
| Marshall Wace, LLP | 10 | $854 | 0.00% | +10 | New |
| Safeguard Financial, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Tfo-TDC, LLC | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 17 | $1.45K | 0.00% | +17 | New |
| Versant Capital Management, Inc | 20 | $1.71K | 0.00% | −1−4.8% | Reduced |
| Sofos Investments, Inc. | 98 | $1.92K | 0.01% | +10+11.4% | Added |
| Comerica Bank | 161,289 | $1.93K | 0.20% | +161,289 | New |
| Magnolia Capital Management Ltd | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 26 | $2.22K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 29 | $2.48K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 30 | $2.56K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 37 | $3.16K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 42 | $3.54K | 0.00% | +42 | New |
| Mascoma Wealth Management LLC | 43 | $3.80K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 49 | $4.00K | 0.00% | +18+58.1% | Added |
| Blume Capital Management, Inc. | 47 | $4.01K | 0.00% | +47 | New |
| Nemes Rush Group LLC | 50 | $4.27K | 0.00% | +50 | New |
| Your Advocates Ltd., LLP | 56 | $4.78K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 56 | $4.78K | 0.00% | −45−44.6% | Reduced |
| Retirement Group, LLC | 58 | $4.95K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 64 | $5.47K | 0.00% | −2−3.0% | Reduced |
| AllSquare Wealth Management LLC | 68 | $5.67K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 70 | $5.98K | 0.00% | −17−19.5% | Reduced |
| Arcadia Investment Management Corp | 70 | $5.98K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 70 | $5.98K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 70 | $5.98K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $5.98K | 0.00% | – | – |
| McIlrath & Eck, LLC | 70 | $5.98K | 0.00% | +47+204.3% | Added |
| Disciplined Investments, LLC | 72 | $6.15K | 0.00% | −10−12.2% | Reduced |
| Cornerstone Planning Group LLC | 77 | $6.58K | 0.00% | +77 | New |
| First Community Trust NA | 83 | $7.09K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 84 | $7.17K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 86 | $7.34K | 0.00% | −2−2.3% | Reduced |
| Legend Financial Advisors, Inc. | 87 | $7.43K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 95 | $8.08K | 0.00% | −15−13.6% | Reduced |
| Union Savings Bank | 90 | $8.24K | 0.00% | +90 | New |
| Morton Brown Family Wealth, LLC | 98 | $8.37K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $8.54K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 105 | $9.00K | 0.00% | −703−87.0% | Reduced |
| Focused Wealth Management, Inc | 108 | $9.25K | 0.00% | −281−72.2% | Reduced |
| Colonial Trust Advisors | 110 | $9.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 111 | $9.48K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 113 | $9.65K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 117 | $9.99K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 119 | $10.2K | 0.00% | +119 | New |
| Gables Capital Management Inc. | 120 | $10.2K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 125 | $10.7K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 127 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 132 | $11.3K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 140 | $12.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 141 | $12.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 152 | $13.0K | 0.00% | +44+40.7% | Added |
| First PREMIER Bank | 156 | $13.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 155 | $13.2K | 0.00% | +155 | New |
| Archer Investment Corp | 156 | $13.3K | 0.00% | +156 | New |
| Lee Financial Co | 161 | $13.8K | 0.00% | −156−49.2% | Reduced |
| Avion Wealth | 166 | $14.0K | 0.00% | −54−24.5% | Reduced |
| Silicon Valley Capital Partners | 173 | $14.8K | 0.00% | +173 | New |
| Larson Financial Group LLC | 178 | $15.2K | 0.00% | −247−58.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 185 | $15.8K | 0.01% | +185 | New |
| Red Tortoise LLC | 187 | $16.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 191 | $16.3K | 0.01% | +121+172.9% | Added |
| VisionPoint Advisory Group, LLC | 198 | $16.9K | 0.01% | +198 | New |
| PrairieView Partners, LLC | 199 | $17.0K | 0.00% | +1+0.5% | Added |
| Bourgeon Capital Management LLC | 200 | $17.1K | 0.00% | −100−33.3% | Reduced |
| Barrett & Company, Inc. | 200 | $17.1K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 200 | $17.1K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $17.1K | 0.00% | +200 | New |
| WFA of San Diego, LLC | 200 | $17.1K | 0.02% | +200 | New |
| Plante Moran Financial Advisors, LLC | 200 | $17.1K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 204 | $17.4K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 225 | $19.2K | 0.01% | 00.0% | Unchanged |
| Wunderlich Capital Managemnt | 233 | $20.0K | 0.01% | +233 | New |
| Belmont Capital, LLC | 238 | $20.3K | 0.01% | +238 | New |
| Chesapeake Asset Management LLC | 254 | $21.7K | 0.02% | −60−19.1% | Reduced |
| Solstein Capital, LLC | 256 | $21.9K | 0.02% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 257 | $21.9K | 0.02% | +257 | New |
| TFC Financial Management | 267 | $22.8K | 0.01% | −379−58.7% | Reduced |
| Miller Wealth Advisors, LLC | 285 | $24.3K | 0.02% | +73+34.4% | Added |
| Atwood & Palmer Inc | 290 | $24.8K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 293 | $25.0K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 294 | $25.1K | 0.00% | −970−76.7% | Reduced |
| Impact Partnership Wealth, LLC | 295 | $25.2K | 0.01% | +295 | New |
| Islay Capital Management, LLC | 300 | $25.6K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 300 | $25.6K | 0.02% | 00.0% | Unchanged |
| Options Solutions, LLC | 300 | $25.6K | 0.03% | +300 | New |
| Column Capital Advisors, LLC | 304 | $26.0K | 0.00% | −7−2.3% | Reduced |
| Byrne Asset Management LLC | 309 | $26.0K | 0.02% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 300 | $26.0K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 318 | $27.2K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 320 | $27.3K | 0.02% | 00.0% | Unchanged |
