| Sofos Investments, Inc. | 391 | $220 | 0.00% | +391 | New |
| AllSquare Wealth Management LLC | 1 | $549 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $562 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $562 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $562 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 1 | $562 | 0.00% | +1 | New |
| Cranbrook Wealth Management, LLC | 2 | $977 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1 | $1.00K | 0.00% | −6−85.7% | Reduced |
| SJS Investment Consulting Inc. | 2 | $1.12K | 0.00% | −10−83.3% | Reduced |
| Creative Financial Designs Inc | 2 | $1.12K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $1.13K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.51K | 0.00% | +2+200.0% | Added |
| Mendota Financial Group, LLC | 3 | $1.69K | 0.00% | −3−50.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.69K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $1.69K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 3 | $1.69K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 3 | $1.69K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 3 | $1.69K | 0.00% | +3 | New |
| 25 LLC | 3 | $1.73K | 0.00% | +1+50.0% | Added |
| Transamerica Financial Advisors, Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $2.25K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $2.25K | 0.00% | +3+300.0% | Added |
| Cherry Tree Wealth Management, LLC | 4 | $2.25K | 0.00% | +4 | New |
| Bellevue Asset Management, LLC | 5 | $2.81K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $2.81K | 0.00% | −100−95.2% | Reduced |
| Your Advocates Ltd., LLP | 5 | $2.81K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $2.81K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $3.37K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 6 | $3.37K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $3.37K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 7 | $3.85K | 0.00% | −1−12.5% | Reduced |
| City Holding Co | 7 | $3.93K | 0.00% | −122−94.6% | Reduced |
| North Star Investment Management Corp. | 7 | $3.93K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 7 | $3.93K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $3.93K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $3.93K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 7 | $3.93K | 0.00% | +3+75.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 8 | $4.00K | 0.00% | +8 | New |
| Tower View Investment Management & Research LLC | 8 | $4.00K | 0.00% | +8 | New |
| SkyView Investment Advisors, LLC | 7 | $4.00K | 0.00% | +7 | New |
| Tyler-Stone Wealth Management | 8 | $4.00K | 0.00% | +8 | New |
| Crewe Advisors LLC | 8 | $4.50K | 0.00% | −211−96.3% | Reduced |
| JNBA Financial Advisors | 8 | $4.50K | 0.00% | +8 | New |
| TFC Financial Management | 9 | $5.06K | 0.00% | −24−72.7% | Reduced |
| Level Financial Advisors, Inc. | 9 | $5.06K | 0.00% | +9 | New |
| Canada Pension Plan Investment Board | 10 | $5.62K | 0.00% | −7,703−99.9% | Reduced |
| HHM Wealth Advisors, LLC | 10 | $5.62K | 0.00% | −27−73.0% | Reduced |
| Rise Advisors, LLC | 10 | $5.62K | 0.00% | −10−50.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $5.62K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 10 | $5.62K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 10 | $5.62K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 10 | $5.62K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $5.66K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $6.00K | 0.00% | +10 | New |
| Northwest Investment Counselors, LLC | 11 | $6.18K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 11 | $6.18K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $6.18K | 0.00% | +11 | New |
| Impact Partnership Wealth, LLC | 11 | $6.18K | 0.00% | +11 | New |
| Lee Financial Co | 12 | $6.74K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 12 | $6.74K | 0.01% | +12 | New |
| TSFG, LLC | 13 | $7.00K | 0.00% | +1+8.3% | Added |
| Truvestments Capital LLC | 13 | $7.31K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 14 | $7.87K | 0.01% | −240−94.5% | Reduced |
| JCIC Asset Management Inc. | 14 | $7.87K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 14 | $8.00K | 0.00% | −7−33.3% | Reduced |
| Avion Wealth | 16 | $8.00K | 0.00% | +13+433.3% | Added |
| Versant Capital Management, Inc | 15 | $8.43K | 0.00% | +5+50.0% | Added |
| Eagle Bay Advisors LLC | 16 | $8.99K | 0.01% | −3−15.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 16 | $8.99K | 0.00% | 00.0% | Unchanged |
| Motco | 16 | $8.99K | 0.00% | +10+166.7% | Added |
| Moser Wealth Advisors, LLC | 18 | $10.1K | 0.01% | +18 | New |
| Annapolis Financial Services, LLC | 18 | $10.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 18 | $10.6K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 19 | $10.7K | 0.00% | −108−85.0% | Reduced |
| Geneos Wealth Management Inc. | 19 | $10.7K | 0.00% | +19 | New |
| Coston, McIsaac & Partners | 21 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 20 | $11.2K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 20 | $11.2K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 20 | $11.2K | 0.00% | −3−13.0% | Reduced |
| Red Tortoise LLC | 21 | $11.8K | 0.01% | −2−8.7% | Reduced |
| WR Wealth Planners, LLC | 22 | $12.4K | 0.00% | +13+144.4% | Added |
| JFS Wealth Advisors, LLC | 22 | $12.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 23 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 24 | $13.5K | 0.00% | −8−25.0% | Reduced |
| Atticus Wealth Management, LLC | 24 | $13.5K | 0.00% | −21−46.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 25 | $14.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 28 | $15.0K | 0.00% | +19+211.1% | Added |
| Raffa Wealth Management, LLC | 27 | $15.2K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 30 | $16.9K | 0.00% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 30 | $17.0K | 0.01% | +30 | New |
| NewSquare Capital LLC | 31 | $17.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 31 | $17.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 33 | $18.5K | 0.01% | +21+175.0% | Added |
| Key Financial Inc | 33 | $18.5K | 0.01% | +27+450.0% | Added |
| Financial Management Professionals, Inc. | 33 | $19.0K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 4,327 | $19.1K | 0.57% | −4,327−50.0% | Reduced |
| Fiduciary Alliance LLC | 35 | $19.7K | 0.00% | +35 | New |
| Oliver Lagore Vanvalin Investment Group | 37 | $20.8K | 0.01% | −3−7.5% | Reduced |
| Missouri Trust & Investment Co | 39 | $21.9K | 0.01% | 00.0% | Unchanged |