| Adelante Capital Management LLC | 294,431 | $0 | 0.00% | −8,914−2.9% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | −316−99.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1 | $0 | 0.00% | +1 | New |
| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 3 | $878 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $879 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $1.00K | 0.00% | −234−98.7% | Reduced |
| Surevest, LLC | 4 | $1.00K | 0.00% | −55−93.2% | Reduced |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Column Capital Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Rise Advisors, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Abound Wealth Management | 8 | $2.41K | 0.00% | +8 | New |
| Gs Investments, Inc. | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $3.00K | 0.00% | +1+11.1% | Added |
| Lee Financial Co | 9 | $3.00K | 0.00% | +2+28.6% | Added |
| Ten Capital Wealth Advisors, LLC | 11 | $3.00K | 0.00% | +11 | New |
| Glen Eagle Advisors, LLC | 12 | $3.51K | 0.00% | +2+20.0% | Added |
| Eagle Bay Advisors LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $4.00K | 0.00% | +1+9.1% | Added |
| Versant Capital Management, Inc | 13 | $4.00K | 0.00% | +8+160.0% | Added |
| Institutional & Family Asset Management, LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 17 | $5.00K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 19 | $5.56K | 0.00% | −3−13.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 20 | $6.00K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 25 | $7.00K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 26 | $8.00K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 31 | $9.00K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 30 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $9.00K | 0.00% | +6+25.0% | Added |
| BDO Wealth Advisors, LLC | 35 | $10.0K | 0.00% | −40−53.3% | Reduced |
| Howe & Rusling Inc | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $10.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 39 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 40 | $11.7K | 0.00% | −7−14.9% | Reduced |
| Riverview Trust Co | 42 | $12.0K | 0.01% | −58−58.0% | Reduced |
| Investors Research Corp | 41 | $12.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 45 | $13.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $14.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $14.6K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 50 | $14.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 56 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 57 | $16.7K | 0.01% | +3+5.6% | Added |
| Beacon Capital Management, LLC | 53 | $17.0K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 57 | $17.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 58 | $17.0K | 0.01% | +3+5.5% | Added |
| Pinnacle Bancorp, Inc. | 60 | $18.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 60 | $18.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $18.0K | 0.02% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 70 | $20.0K | 0.01% | +70 | New |
| Core Alternative Capital | 70 | $21.0K | 0.00% | +24+52.2% | Added |
| Earnest Partners LLC | 80 | $23.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 79 | $23.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 80 | $23.0K | 0.01% | +4+5.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 82 | $24.0K | 0.00% | +4+5.1% | Added |
| Cullen/Frost Bankers, Inc. | 83 | $24.0K | 0.00% | +83 | New |
| Bell Investment Advisors, Inc | 85 | $25.0K | 0.01% | +3+3.7% | Added |
| MV Capital Management, Inc. | 86 | $25.0K | 0.00% | +20+30.3% | Added |
| Trustcore Financial Services, LLC | 92 | $27.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 97 | $28.0K | 0.02% | −5−4.9% | Reduced |
| Cypress Capital Management LLC (WY) | 96 | $28.0K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 98 | $29.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $29.4K | 0.00% | −274−73.3% | Reduced |
| HHM Wealth Advisors, LLC | 101 | $30.0K | 0.01% | +40+65.6% | Added |
| First Horizon Advisors, Inc. | 107 | $31.0K | 0.00% | −117−52.2% | Reduced |
| TCI Wealth Advisors, Inc. | 105 | $31.0K | 0.01% | −1−0.9% | Reduced |
| Private Ocean, LLC | 109 | $31.0K | 0.00% | +109 | New |
| Dividend Assets Capital, LLC | 110 | $32.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 113 | $33.1K | 0.01% | −800−87.6% | Reduced |
| James Investment Research Inc | 115 | $34.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 121 | $35.0K | 0.00% | −700−85.3% | Reduced |
| Fred Alger Management, LLC | 124 | $36.0K | 0.00% | −184−59.7% | Reduced |
| CVA Family Office, LLC | 135 | $40.0K | 0.01% | −90−40.0% | Reduced |
| Toth Financial Advisory Corp | 137 | $40.0K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 138 | $40.0K | 0.00% | +7+5.3% | Added |
| Sargent Bickham Lagudis LLC | 142 | $41.0K | 0.00% | −29−17.0% | Reduced |
| Old North State Trust, LLC | 145 | $42.0K | 0.04% | +145 | New |
| American National Bank | 147 | $43.0K | 0.01% | +63+75.0% | Added |
| Twin Tree Management, LP | 161 | $47.0K | 0.00% | +161 | New |
| Sound Income Strategies, LLC | 165 | $48.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 152 | $48.0K | 0.00% | +56+58.3% | Added |
| American Portfolios Advisors | 165 | $48.3K | 0.00% | +1+0.6% | Added |
| Prestige Wealth Management Group LLC | 182 | $54.0K | 0.02% | +12+7.1% | Added |
| Private Trust Co NA | 198 | $58.0K | 0.01% | −13−6.2% | Reduced |
| Burleson & Company, LLC | 198 | $58.0K | 0.01% | 00.0% | Unchanged |