| Charter Oak Capital Management, LLC | 72 | $0 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 6 | $0 | 0.00% | +6 | New |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $0 | 0.00% | +5 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 9 | $0 | 0.00% | +9 | New |
| WestEnd Advisors, LLC | 2 | $146 | 0.00% | – | – |
| Atlas Capital Advisors LLC | 5 | $366 | 0.00% | −126−96.2% | Reduced |
| Tucker Asset Management LLC | 12 | $885 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15 | $1.00K | 0.00% | −7−31.8% | Reduced |
| Edge Wealth Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Core Alternative Capital | 16 | $1.00K | 0.00% | +16 | New |
| TD Ameritrade Investment Management, LLC | 22 | $2.00K | 0.00% | −7,011−99.7% | Reduced |
| Reilly Financial Advisors, LLC | 23 | $2.00K | 0.00% | −47−67.1% | Reduced |
| Whittier Trust Co | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $2.20K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 41 | $3.00K | 0.00% | −122−74.8% | Reduced |
| City Holding Co | 34 | $3.00K | 0.00% | −20−37.0% | Reduced |
| Harbor Investment Advisory, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 34 | $3.00K | 0.00% | +1+3.0% | Added |
| Signet Financial Management, LLC | 42 | $3.00K | 0.00% | +42 | New |
| Sierra Capital LLC | 41 | $3.00K | 0.00% | +41 | New |
| Schubert & Co | 37 | $3.00K | 0.00% | +37 | New |
| Amplius Wealth Advisors, LLC | 51 | $3.00K | 0.00% | +51 | New |
| CoreCap Advisors, LLC | 36 | $3.00K | 0.00% | +36 | New |
| JJJ Advisors Inc. | 59 | $4.00K | 0.00% | −59−50.0% | Reduced |
| Tompkins Financial Corp | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $4.00K | 0.00% | +55 | New |
| Ahl Investment Management, Inc. | 50 | $4.00K | 0.00% | +50 | New |
| JNBA Financial Advisors | 68 | $5.00K | 0.00% | +1+1.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 68 | $5.00K | 0.00% | +68 | New |
| Cornerstone Management, Inc. | 78 | $5.72K | 0.00% | +78 | New |
| AdvisorNet Financial, Inc | 80 | $6.00K | 0.00% | −144−64.3% | Reduced |
| NewSquare Capital LLC | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 81 | $6.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 80 | $6.00K | 0.00% | +80 | New |
| Massmutual Trust Co FSB | 92 | $7.00K | 0.00% | −397−81.2% | Reduced |
| M&R Capital Management Inc | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 93 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 102 | $7.00K | 0.00% | +102 | New |
| Whittier Trust Co of Nevada Inc | 113 | $8.00K | 0.00% | −1,000−89.8% | Reduced |
| Hanson & Doremus Investment Management | 108 | $8.00K | 0.00% | +1+0.9% | Added |
| Harbour Investments, Inc. | 128 | $9.00K | 0.00% | −1,170−90.1% | Reduced |
| Earnest Partners LLC | 123 | $9.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 126 | $9.00K | 0.00% | +126 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 125 | $9.00K | 0.00% | +125 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 138 | $10.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 132 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 141 | $10.0K | 0.00% | +17+13.7% | Added |
| Bogart Wealth, LLC | 131 | $10.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 133 | $10.0K | 0.01% | +67+101.5% | Added |
| Cornerstone Advisory, LLC | 132 | $10.0K | 0.00% | +132 | New |
| Johnson Midwest Financial, LLC | 135 | $10.0K | 0.01% | +135 | New |
| Fortitude Advisory Group L.L.C. | 136 | $10.0K | 0.01% | +136 | New |
| Carroll Financial Associates, Inc. | 151 | $11.0K | 0.00% | −8−5.0% | Reduced |
| MD Financial Management Inc. | 145 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 153 | $11.0K | 0.00% | +1+0.7% | Added |
| Lee Financial Co | 158 | $11.0K | 0.00% | +100+172.4% | Added |
| Oakworth Capital, Inc. | 167 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 178 | $13.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 177 | $13.0K | 0.00% | +50+39.4% | Added |
| Bell Investment Advisors, Inc | 177 | $13.0K | 0.00% | +142+405.7% | Added |
| Heritage Wealth Advisors | 210 | $15.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 225 | $16.0K | 0.00% | −1,044−82.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 219 | $16.0K | 0.00% | +94+75.2% | Added |
| Stonebridge Capital Advisors LLC | 218 | $16.0K | 0.00% | +183+522.9% | Added |
| Glassman Wealth Services | 249 | $18.0K | 0.00% | −6,636−96.4% | Reduced |
| Motco | 240 | $18.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 250 | $18.0K | 0.00% | +250 | New |
| Snowden Capital Advisors LLC | 248 | $18.0K | 0.00% | +248 | New |
| MV Capital Management, Inc. | 272 | $20.0K | 0.00% | +235+635.1% | Added |
| HM Payson & Co | 283 | $21.0K | 0.00% | −336−54.3% | Reduced |
| MUFG Americas Holdings Corp | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 310 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 323 | $24.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 333 | $24.4K | 0.02% | +333 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 335 | $25.0K | 0.02% | +75+28.8% | Added |
| Clean Yield Group | 341 | $25.0K | 0.01% | +205+150.7% | Added |
| Gradient Investments LLC | 372 | $27.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 400 | $29.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 397 | $29.0K | 0.00% | +84+26.8% | Added |
| TCI Wealth Advisors, Inc. | 411 | $30.0K | 0.00% | +360+705.9% | Added |
| Gemmer Asset Management LLC | 426 | $31.0K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 418 | $31.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 438 | $32.1K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 453 | $33.0K | 0.00% | 00.0% | Unchanged |