| Adelante Capital Management LLC | 2,047,863 | $0 | 0.00% | +516,737+33.7% | Added |
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 1 | $113 | 0.00% | +1 | New |
| AllSquare Wealth Management LLC | 4 | $451 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 5 | $564 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 6 | $676 | 0.00% | +6 | New |
| NFJ Investment Group, LLC | 9 | $1.01K | 0.00% | −98,393−100.0% | Reduced |
| RWM Asset Management, LLC | 9 | $1.01K | 0.00% | −13−59.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 10 | $1.13K | 0.00% | +10 | New |
| MinichMacGregor Wealth Management, LLC | 12 | $1.35K | 0.00% | +12 | New |
| McIlrath & Eck, LLC | 14 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $1.69K | 0.00% | +7+87.5% | Added |
| Tradewinds Capital Management, LLC | 15 | $1.69K | 0.00% | +15 | New |
| Highline Wealth Partners LLC | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 19 | $2.14K | 0.00% | +19 | New |
| Washington Trust Co | 19 | $2.14K | 0.00% | −196−91.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 21 | $2.37K | 0.00% | +21 | New |
| Atlas Capital Advisors LLC | 24 | $2.71K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 24 | $2.71K | 0.00% | −199−89.2% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 24 | $2.71K | 0.00% | +24 | New |
| Financial Perspectives, Inc | 24 | $2.76K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 26 | $2.90K | 0.00% | +26 | New |
| Activest Wealth Management | 31 | $3.47K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 34 | $3.83K | 0.00% | +7+25.9% | Added |
| Horizon Bancorp Inc | 38 | $4.00K | 0.00% | +38 | New |
| Versant Capital Management, Inc | 38 | $4.28K | 0.00% | +32+533.3% | Added |
| Aspire Private Capital, LLC | 43 | $4.83K | 0.00% | +21+95.5% | Added |
| EWG Elevate Inc. | 43 | $4.85K | 0.00% | +43 | New |
| Atlantic Trust, LLC | 47 | $5.00K | 0.00% | +47 | New |
| Northwest Investment Counselors, LLC | 45 | $5.07K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 113 | $5.72K | 0.06% | +113 | New |
| Dividend Assets Capital, LLC | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 57 | $6.00K | 0.00% | +57 | New |
| Lee Financial Co | 54 | $6.09K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 56 | $6.34K | 0.00% | +51+1,020.0% | Added |
| Annapolis Financial Services, LLC | 57 | $6.43K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 57 | $6.43K | 0.00% | +11+23.9% | Added |
| Delos Wealth Advisors, LLC | 58 | $6.54K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 58 | $6.54K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 70 | $7.11K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 65 | $7.33K | 0.00% | +65 | New |
| Centennial Bank | 67 | $7.55K | 0.00% | +67 | New |
| Oliver Lagore Vanvalin Investment Group | 68 | $7.67K | 0.00% | −4−5.6% | Reduced |
| Zullo Investment Group, Inc. | 70 | $7.89K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 70 | $7.89K | 0.01% | +70 | New |
| Citizens National Bank Trust Department | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 74 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 72 | $8.12K | 0.00% | −86−54.4% | Reduced |
| Raleigh Capital Management Inc. | 74 | $8.31K | 0.00% | −2,312−96.9% | Reduced |
| PSI Advisors, LLC | 75 | $8.46K | 0.00% | −20−21.1% | Reduced |
| Wolff Wiese Magana LLC | 79 | $8.91K | 0.01% | −46−36.8% | Reduced |
| ClariVest Asset Management LLC | 80 | $9.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 80 | $9.02K | 0.01% | +80 | New |
| Pittenger & Anderson Inc | 81 | $9.13K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 81 | $9.13K | 0.01% | +81 | New |
| Gs Investments, Inc. | 82 | $9.24K | 0.01% | +59+256.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 85 | $9.58K | 0.00% | +21+32.8% | Added |
| Financial Avengers, Inc. | 87 | $9.77K | 0.01% | +1+1.2% | Added |
| Steward Financial Group LLC | 95 | $10.0K | 0.00% | +95 | New |
| Pathway Financial Advisers, LLC | 92 | $10.3K | 0.00% | +92 | New |
| CoreFirst Bank & Trust | 92 | $10.4K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 95 | $10.7K | 0.01% | +95 | New |
| Tucker Asset Management LLC | 96 | $10.9K | 0.00% | +96 | New |
| Abound Wealth Management | 97 | $10.9K | 0.01% | +47+94.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 105 | $11.0K | 0.02% | +92+707.7% | Added |
| United Community Bank | 101 | $11.4K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 103 | $11.6K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 104 | $11.7K | 0.00% | −72−40.9% | Reduced |
| TSFG, LLC | 107 | $12.0K | 0.00% | +47+78.3% | Added |
| Trust Co of Vermont | 109 | $12.3K | 0.00% | −14−11.4% | Reduced |
| Norway Savings Bank | 111 | $12.5K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 114 | $12.9K | 0.00% | +114 | New |
| Vigilant Capital Management, LLC | 115 | $13.0K | 0.00% | −28−19.6% | Reduced |
| Valley National Advisers Inc | 110 | $13.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 119 | $13.4K | 0.00% | +110+1,222.2% | Added |
| IMA Wealth, Inc. | 120 | $13.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 130 | $14.7K | 0.00% | +130 | New |
| RFP Financial Group LLC | 131 | $14.8K | 0.01% | +131 | New |
| Key Financial Inc | 148 | $15.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $15.4K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 139 | $15.7K | 0.01% | +5+3.7% | Added |
| Emfo, LLC | 140 | $15.8K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $16.3K | 0.00% | +93+178.8% | Added |
| Coppell Advisory Solutions LLC | 150 | $16.9K | 0.01% | +150 | New |
| Coppell Advisory Solutions Corp. | 150 | $16.9K | 0.01% | +150 | New |
| Toth Financial Advisory Corp | 151 | $17.0K | 0.00% | −64−29.8% | Reduced |
| Tilia Fiduciary Partners, Inc. | 154 | $17.4K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 156 | $17.6K | 0.00% | +138+766.7% | Added |
| Asset Dedication, LLC | 155 | $18.0K | 0.00% | +2+1.3% | Added |
| Stonebridge Capital Advisors LLC | 163 | $18.4K | 0.00% | +151+1,258.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 164 | $18.5K | 0.00% | +156+1,950.0% | Added |
| Hollencrest Capital Management | 164 | $18.5K | 0.00% | +164 | New |
| Okabena Investment Services Inc | 189 | $18.8K | 0.01% | +189 | New |
| NewSquare Capital LLC | 167 | $18.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 526 | $19.0K | 0.00% | +526 | New |
| Win Advisors, Inc | 175 | $19.7K | 0.01% | +24+15.9% | Added |
| M&R Capital Management Inc | 176 | $19.8K | 0.01% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 176 | $20.0K | 0.00% | +176 | New |