| New Millennium Group LLC | 5 | $415 | 0.00% | −24−82.8% | Reduced |
| Tfo-TDC, LLC | 6 | $496 | 0.00% | +2+50.0% | Added |
| 25 LLC | 6 | $496 | 0.00% | +6 | New |
| Canada Pension Plan Investment Board | 10 | $827 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 12 | $992 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 17 | $1.41K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 121,049 | $1.46K | 0.01% | +121,049 | New |
| Wolff Wiese Magana LLC | 20 | $1.66K | 0.00% | −35−63.6% | Reduced |
| Delta Asset Management LLC | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $2.15K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 30 | $2.48K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 30 | $2.48K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 30 | $2.61K | 0.00% | −3−9.1% | Reduced |
| First Personal Financial Services | 32 | $2.65K | 0.00% | +32 | New |
| Brown, Lisle/Cummings, Inc. | 34 | $2.81K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 34 | $2.81K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 35 | $2.88K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 35 | $2.90K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 36 | $2.98K | 0.00% | −38−51.4% | Reduced |
| Annapolis Financial Services, LLC | 36 | $2.98K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 36 | $2.98K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 33 | $3.00K | 0.00% | −2,497−98.7% | Reduced |
| TD Ameritrade Investment Management, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 32 | $3.00K | 0.00% | +32 | New |
| Syverson Strege & Co | 37 | $3.06K | 0.00% | +37 | New |
| Disciplined Investments, LLC | 38 | $3.14K | 0.00% | +13+52.0% | Added |
| Stuart Chaussee & Associates, Inc. | 42 | $3.48K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 42 | $3.48K | 0.00% | +42 | New |
| First Community Trust NA | 45 | $3.72K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 46 | $3.81K | 0.00% | −58−55.8% | Reduced |
| Tradewinds Capital Management, LLC | 47 | $3.89K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 48 | $3.97K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 49 | $4.07K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 50 | $4.14K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 50 | $4.14K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 36 | $4.25K | 0.00% | +36 | New |
| RFP Financial Group LLC | 54 | $4.47K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 54 | $4.47K | 0.00% | +54 | New |
| Core Wealth Advisors, Inc. | 57 | $4.72K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 59 | $4.88K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 59 | $4.88K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 59 | $4.89K | 0.00% | +1+1.7% | Added |
| Motco | 60 | $4.96K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 60 | $4.96K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 66 | $5.00K | 0.00% | −6,455−99.0% | Reduced |
| JNBA Financial Advisors | 62 | $5.13K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 65 | $5.38K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 67 | $5.52K | 0.00% | +31+86.1% | Added |
| Park Place Capital Corp | 68 | $5.63K | 0.00% | −24−26.1% | Reduced |
| Castleview Partners, LLC | 69 | $5.70K | 0.01% | +1+1.5% | Added |
| HighMark Wealth Management LLC | 74 | $6.10K | 0.00% | +1+1.4% | Added |
| Logan Capital Management Inc | 74 | $6.12K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 75 | $6.21K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 75 | $6.21K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 79 | $6.54K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 80 | $6.62K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 80 | $6.62K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 80 | $6.64K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 83 | $6.87K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 79 | $7.00K | 0.00% | −17−17.7% | Reduced |
| Roble, Belko & Company, Inc | 81 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 88 | $7.28K | 0.01% | +88 | New |
| Larson Financial Group LLC | 89 | $7.40K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 92 | $7.61K | 0.00% | +92 | New |
| Intelligent Financial Strategies | 95 | $7.86K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 96 | $7.94K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $7.94K | 0.00% | −37−27.8% | Reduced |
| Antonetti Capital Management LLC | 100 | $8.27K | 0.01% | −161−61.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 100 | $8.27K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 100 | $8.27K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 103 | $8.52K | 0.00% | −48−31.8% | Reduced |
| Paladin Advisory Group, LLC | 104 | $8.61K | 0.01% | +104 | New |
| Avion Wealth | 100 | $9.00K | 0.00% | −100−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 107 | $9.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 113 | $9.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 112 | $9.23K | 0.01% | +2+1.8% | Added |
| FSC Wealth Advisors, LLC | 113 | $9.35K | 0.01% | +7+6.6% | Added |
| Beacon Capital Management, LLC | 118 | $9.76K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 119 | $9.84K | 0.00% | +20+20.2% | Added |
| Ahrens Investment Partners LLC | 120 | $9.93K | 0.00% | +120 | New |
| SJS Investment Consulting Inc. | 126 | $10.4K | 0.00% | +5+4.1% | Added |
| Venturi Wealth Management, LLC | 128 | $10.6K | 0.00% | +128 | New |
| Chesapeake Asset Management LLC | 129 | $10.7K | 0.01% | +129 | New |
| Eagle Bay Advisors LLC | 130 | $10.8K | 0.01% | −77−37.2% | Reduced |
| First Manhattan Co | 131 | $10.8K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 131 | $10.8K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 131 | $10.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 135 | $11.2K | 0.00% | +11+8.9% | Added |
| HHM Wealth Advisors, LLC | 140 | $11.6K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 140 | $11.6K | 0.00% | +40+40.0% | Added |
| Stephenson National Bank & Trust | 144 | $11.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 145 | $12.0K | 0.00% | −377−72.2% | Reduced |
| KB Financial Partners, LLC | 144 | $12.0K | 0.00% | −32−18.2% | Reduced |