| AlphaMark Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 3 | $409 | 0.00% | −1,200−99.8% | Reduced |
| WestEnd Advisors, LLC | – | $409 | 0.00% | – | – |
| Atlas Capital Advisors LLC | 4 | $546 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 6 | $1.00K | 0.00% | −1,400−99.6% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 10 | $1.00K | 0.00% | +10 | New |
| Cribstone Capital Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| CFS Investment Advisory Services, LLC | 122,687 | $1.00K | 0.00% | +122,687 | New |
| SJS Investment Consulting Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Pittenger & Anderson Inc | 15 | $2.00K | 0.00% | +15 | New |
| Moisand Fitzgerald Tamayo, LLC | 18 | $2.00K | 0.00% | +18 | New |
| KB Financial Partners, LLC | 20 | $3.00K | 0.00% | −16−44.4% | Reduced |
| Sargent Bickham Lagudis LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 27 | $4.00K | 0.01% | +27 | New |
| Schubert & Co | 37 | $5.00K | 0.01% | −5−11.9% | Reduced |
| Sierra Capital LLC | 34 | $5.00K | 0.00% | +14+70.0% | Added |
| PrairieView Partners, LLC | 40 | $5.00K | 0.00% | +40 | New |
| PSI Advisors, LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 45 | $6.00K | 0.00% | +45 | New |
| Stephens Consulting, LLC | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 51 | $7.00K | 0.00% | −4−7.3% | Reduced |
| JCIC Asset Management Inc. | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 62 | $8.00K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 64 | $9.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 67 | $9.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 65 | $9.00K | 0.00% | +65 | New |
| Coastal Capital Group, Inc. | 74 | $10.0K | 0.00% | −27−26.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 74 | $10.0K | 0.00% | −6−7.5% | Reduced |
| Versant Capital Management, Inc | 76 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 76 | $10.0K | 0.00% | +76 | New |
| Cordant, Inc. | 76 | $10.0K | 0.01% | +76 | New |
| Tarbox Family Office, Inc. | 78 | $11.0K | 0.00% | −176−69.3% | Reduced |
| Lowe Wealth Advisors, LLC | 80 | $11.0K | 0.00% | −150−65.2% | Reduced |
| Evermay Wealth Management LLC | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 84 | $11.0K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 78 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 91 | $12.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 102 | $12.0K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 91 | $12.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 85 | $12.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 208 | $12.0K | 0.00% | −3,080−93.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 93 | $13.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $14.0K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 100 | $14.0K | 0.00% | −6−5.7% | Reduced |
| Financial Enhancement Group LLC | 106 | $14.0K | 0.00% | +28+35.9% | Added |
| Cutler Group LP | 112 | $15.0K | 0.00% | −1,481−93.0% | Reduced |
| Piscataqua Savings Bank | 113 | $15.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 116 | $16.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 117 | $16.0K | 0.00% | +1+0.9% | Added |
| Dark Forest Capital Management LP | 121 | $16.0K | 0.00% | +121 | New |
| Carolinas Wealth Consulting LLC | 123 | $17.0K | 0.00% | −162−56.8% | Reduced |
| Curi Capital | 125 | $17.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 121 | $17.0K | 0.00% | +5+4.3% | Added |
| SWS Partners | 123 | $17.0K | 0.01% | +123 | New |
| Monolith Advisors | 134 | $18.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 143 | $20.0K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 150 | $20.0K | 0.02% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 150 | $20.0K | 0.01% | +150 | New |
| MV Capital Management, Inc. | 156 | $21.0K | 0.00% | +11+7.6% | Added |
| Loomis Sayles & Co L P | 161 | $22.0K | 0.00% | −135−45.6% | Reduced |
| West Oak Capital, LLC | 160 | $22.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 165 | $22.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 160 | $22.0K | 0.01% | +30+23.1% | Added |
| Earnest Partners LLC | 168 | $23.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 167 | $23.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 170 | $23.0K | 0.01% | +30+21.4% | Added |
| MCF Advisors LLC | 185 | $25.0K | 0.00% | +185 | New |
| WR Wealth Planners, LLC | 187 | $25.5K | 0.02% | +187 | New |
| SRS Capital Advisors, Inc. | 192 | $26.0K | 0.00% | −28−12.7% | Reduced |
| Highlander Capital Management, LLC | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 200 | $27.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 197 | $27.0K | 0.05% | +197 | New |
| Princeton Global Asset Management LLC | 199 | $27.0K | 0.01% | +199 | New |
| DeDora Capital, Inc. | 204 | $28.0K | 0.01% | +204 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 210 | $29.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 220 | $30.0K | 0.01% | −58−20.9% | Reduced |
| Tortoise Investment Management, LLC | 219 | $30.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 222 | $30.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 227 | $31.0K | 0.00% | −19−7.7% | Reduced |
| Bogart Wealth, LLC | 227 | $31.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 239 | $33.0K | 0.01% | −26−9.8% | Reduced |
| Beacon Capital Management, LLC | 241 | $33.0K | 0.01% | +241 | New |