| Larson Financial Group LLC | 2 | $0 | 0.00% | −147−98.7% | Reduced |
| Versant Capital Management, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 7 | $0 | 0.00% | +7 | New |
| Hantz Financial Services, Inc. | 5 | $1.00K | 0.00% | −4,821−99.9% | Reduced |
| Dark Forest Capital Management LP | 5 | $1.00K | 0.00% | −121−96.0% | Reduced |
| Carroll Financial Associates, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.00K | 0.00% | +8 | New |
| Lindbrook Capital, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Front Row Advisors LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 18 | $2.00K | 0.00% | +18 | New |
| CNB Bank | 16 | $2.00K | 0.00% | +16 | New |
| Core Alternative Capital | 15 | $2.00K | 0.00% | +15 | New |
| Schubert & Co | 14 | $2.00K | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 25 | $3.00K | 0.00% | −399−94.1% | Reduced |
| Howe & Rusling Inc | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 24 | $3.00K | 0.00% | +24 | New |
| CoreCap Advisors, LLC | 27 | $3.00K | 0.00% | +27 | New |
| Ahl Investment Management, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Stephens Consulting, LLC | 32 | $3.61K | 0.00% | +32 | New |
| Earnest Partners LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 37 | $4.00K | 0.00% | +33+825.0% | Added |
| Winch Advisory Services, LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $5.00K | 0.00% | +40 | New |
| BerganKDV Wealth Management, LLC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 55 | $6.00K | 0.00% | +55 | New |
| Mechanics Financial Corp | 50 | $6.00K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 61 | $6.88K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 65 | $7.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 68 | $8.00K | 0.00% | +40+142.9% | Added |
| Regency Capital Management Inc. | 67 | $8.00K | 0.01% | +67 | New |
| Washington Trust Advisors, Inc. | 84 | $9.00K | 0.00% | +84 | New |
| Sterling Investment Advisors, Ltd. | 85 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 90 | $10.0K | 0.00% | +90 | New |
| Patriot Financial Group Insurance Agency, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $11.0K | 0.00% | +100 | New |
| Aquatic Capital Management LLC | 100 | $11.0K | 0.02% | +100 | New |
| Farmers & Merchants Investments Inc | 110 | $12.0K | 0.00% | +5+4.8% | Added |
| PSI Advisors, LLC | 104 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 110 | $12.4K | 0.01% | +1+0.9% | Added |
| SRS Capital Advisors, Inc. | 112 | $13.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 118 | $13.0K | 0.00% | +64+118.5% | Added |
| Eagle Bay Advisors LLC | 153 | $17.0K | 0.01% | −134−46.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 152 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 155 | $17.0K | 0.00% | +55+55.0% | Added |
| Pin Oak Investment Advisors Inc | 152 | $17.0K | 0.02% | +152 | New |
| Smithfield Trust Co | 155 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 156 | $18.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 162 | $18.3K | 0.00% | −54−25.0% | Reduced |
| AlphaMark Advisors, LLC | 165 | $19.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 176 | $20.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 176 | $20.0K | 0.00% | +80+83.3% | Added |
| Allworth Financial LP | 183 | $21.0K | 0.00% | +74+67.9% | Added |
| TCI Wealth Advisors, Inc. | 187 | $21.0K | 0.00% | +75+67.0% | Added |
| Schroder Investment Management Group | 191 | $22.0K | 0.00% | +79+70.5% | Added |
| Rise Advisors, LLC | 199 | $22.5K | 0.02% | +199 | New |
| National Bank of Canada | 218 | $25.0K | 0.00% | +218 | New |
| Huntington National Bank | 235 | $26.0K | 0.00% | +1+0.4% | Added |
| Signet Financial Management, LLC | 228 | $26.0K | 0.00% | +228 | New |
| Parkside Financial Bank & Trust | 240 | $27.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 272 | $30.0K | 0.00% | −25−8.4% | Reduced |
| AdvisorNet Financial, Inc | 263 | $30.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 283 | $32.0K | 0.00% | −943−76.9% | Reduced |
| North Star Investment Management Corp. | 300 | $34.0K | 0.00% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 310 | $35.0K | 0.03% | +310 | New |
| Stephenson National Bank & Trust | 425 | $48.0K | 0.03% | +425 | New |
| IFP Advisors, Inc | 444 | $50.0K | 0.00% | −6−1.3% | Reduced |
| Ceredex Value Advisors LLC | 450 | $51.0K | 0.00% | −150−25.0% | Reduced |
| First Horizon Advisors, Inc. | 449 | $51.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 458 | $52.0K | 0.01% | +8+1.8% | Added |
| Baystate Wealth Management LLC | 469 | $53.0K | 0.00% | +461+5,762.5% | Added |
| Covestor Ltd | 479 | $54.0K | 0.08% | +479 | New |
| Simon Quick Advisors, LLC | 500 | $56.0K | 0.01% | −8−1.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 500 | $56.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $56.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 500 | $56.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 493 | $56.0K | 0.00% | +493 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 513 | $58.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 573 | $65.0K | 0.05% | −56−8.9% | Reduced |
| Private Capital Group, LLC | 576 | $65.0K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 609 | $69.0K | 0.00% | −625−50.6% | Reduced |
| Caldwell Trust Co | 634 | $71.5K | 0.01% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 655 | $73.0K | 0.06% | +655 | New |
| Parallel Advisors, LLC | 660 | $74.0K | 0.00% | −112−14.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 691 | $77.0K | 0.00% | −109−13.6% | Reduced |
| Retirement Planning Co of New England, Inc. | 707 | $79.0K | 0.04% | +707 | New |
| Lazard Asset Management LLC | 731 | $82.0K | 0.00% | −12,435−94.4% | Reduced |
| Trustcore Financial Services, LLC | 800 | $90.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 820 | $92.0K | 0.04% | −70−7.9% | Reduced |
| Central Trust Co | 819 | $93.0K | 0.00% | −20−2.4% | Reduced |
| Capital Analysts, LLC | 893 | $101.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 912 | $103.0K | 0.02% | +3+0.3% | Added |
| Quadrant Capital Group LLC | 931 | $105.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 938 | $106.0K | 0.16% | +938 | New |
