| Stonebridge Capital Advisors LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 2 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 74 | $0 | 0.00% | +74 | New |
| CFS Investment Advisory Services, LLC | 41,500 | $0 | 0.00% | +41,500 | New |
| USA Financial Portformulas Corp | 6 | $1.00K | 0.00% | −9,017−99.9% | Reduced |
| AllSquare Wealth Management LLC | 4 | $1.00K | 0.00% | −173−97.7% | Reduced |
| Salem Investment Counselors Inc | 9 | $1.00K | 0.00% | −101−91.8% | Reduced |
| Horan Securities, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Burleson & Company, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Aspire Private Capital, LLC | 21 | $3.00K | 0.00% | −2,579−99.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 21 | $3.00K | 0.00% | −342−94.2% | Reduced |
| Loomis Sayles & Co L P | 18 | $3.00K | 0.00% | −251−93.3% | Reduced |
| Washington Trust Co | 20 | $3.00K | 0.00% | +5+33.3% | Added |
| Retirement Group, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 21 | $3.00K | 0.00% | +2+10.5% | Added |
| Bogart Wealth, LLC | 20 | $3.00K | 0.00% | +20 | New |
| Financial Perspectives, Inc | 24 | $3.87K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 24 | $3.88K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $4.00K | 0.00% | +1+3.8% | Added |
| Key Financial Inc | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 23 | $4.00K | 0.00% | +23 | New |
| Hudock, Inc. | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 29 | $5.00K | 0.00% | +18+163.6% | Added |
| Activest Wealth Management | 30 | $5.00K | 0.00% | +30 | New |
| Altshuler Shaham Ltd | 38 | $6.00K | 0.00% | −9−19.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 37 | $6.00K | 0.00% | +3+8.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 35 | $6.00K | 0.00% | +35 | New |
| Beacon Capital Management, LLC | 40 | $6.00K | 0.00% | +40 | New |
| Northwest Investment Counselors, LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 45 | $7.00K | 0.00% | +45 | New |
| Column Capital Advisors, LLC | 48 | $8.00K | 0.00% | −10−17.2% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 50 | $8.00K | 0.00% | +50 | New |
| Investors Research Corp | 52 | $8.00K | 0.00% | +52 | New |
| KB Financial Partners, LLC | 53 | $9.00K | 0.00% | −13−19.7% | Reduced |
| Annapolis Financial Services, LLC | 56 | $9.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 55 | $9.00K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 64 | $10.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 63 | $10.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 64 | $10.0K | 0.00% | −2−3.0% | Reduced |
| Independence Bank of Kentucky | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 63 | $10.0K | 0.00% | +63 | New |
| Zullo Investment Group, Inc. | 70 | $11.0K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 73 | $11.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 81 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 81 | $13.0K | 0.01% | −2−2.4% | Reduced |
| ClariVest Asset Management LLC | 80 | $13.0K | 0.00% | +59+281.0% | Added |
| Ulland Investment Advisors, LLC | 81 | $13.0K | 0.01% | +81 | New |
| Advocacy Wealth Management Services, LLC | 83 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 85 | $14.0K | 0.01% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 95 | $15.0K | 0.02% | +95 | New |
| Steward Financial Group LLC | 93 | $15.0K | 0.01% | +93 | New |
| Stephens Consulting, LLC | 95 | $15.3K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 99 | $16.0K | 0.00% | −39−28.3% | Reduced |
| Orion Capital Management LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 100 | $16.0K | 0.00% | +100 | New |
| United Community Bank | 101 | $16.3K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 106 | $17.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 103 | $17.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 110 | $18.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 111 | $18.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 111 | $18.0K | 0.00% | +2+1.8% | Added |
| Gould Capital, LLC | 119 | $19.0K | 0.01% | −43−26.5% | Reduced |
| IMA Wealth, Inc. | 120 | $19.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 125 | $20.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 130 | $21.0K | 0.01% | −11−7.8% | Reduced |
| Institutional & Family Asset Management, LLC | 129 | $21.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $22.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 140 | $23.0K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 151 | $24.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 148 | $24.0K | 0.01% | +148 | New |
| Cranbrook Wealth Management, LLC | 152 | $25.0K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 154 | $25.0K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 153 | $25.0K | 0.00% | +4+2.7% | Added |
| Sound Income Strategies, LLC | 161 | $26.0K | 0.00% | +2+1.3% | Added |
| CNB Bank | 161 | $26.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 162 | $26.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 159 | $26.0K | 0.01% | +159 | New |
| Operose Advisors LLC | 168 | $27.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 176 | $28.0K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 176 | $28.0K | 0.01% | +125+245.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 190 | $31.0K | 0.02% | −200−51.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 193 | $31.0K | 0.01% | −86−30.8% | Reduced |
| Johnson Financial Group, Inc. | 200 | $32.0K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 200 | $33.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 219 | $35.0K | 0.00% | +219 | New |
| Tarbox Family Office, Inc. | 222 | $36.0K | 0.01% | −145−39.5% | Reduced |
| Bourgeon Capital Management LLC | 225 | $36.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 220 | $36.0K | 0.01% | +67+43.8% | Added |
| Earnest Partners LLC | 232 | $37.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 226 | $37.0K | 0.00% | +1+0.4% | Added |
| Atticus Wealth Management, LLC | 236 | $38.0K | 0.01% | −2,221−90.4% | Reduced |
| Creative Financial Designs Inc | 250 | $40.0K | 0.01% | −13−4.9% | Reduced |
| O'Dell Group, LLC | 250 | $40.0K | 0.01% | 00.0% | Unchanged |