| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Summit Wealth Group, LLC | 202,293 | $1 | 0.02% | +202,293 | New |
| Delos Wealth Advisors, LLC | 1 | $225 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $228 | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 123,848 | $551 | 0.00% | +123,848 | New |
| Meeder Asset Management Inc | 3 | $674 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $899 | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 6 | $1.00K | 0.00% | −742−99.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| New Millennium Group LLC | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 6 | $1.35K | 0.00% | −6−50.0% | Reduced |
| Ahrens Investment Partners LLC | 6 | $1.35K | 0.00% | +6 | New |
| Register Financial Advisors LLC | 6 | $1.37K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $1.57K | 0.00% | +7 | New |
| Iron Horse Wealth Management, LLC | 8 | $1.80K | 0.00% | +8 | New |
| McClarren Financial Advisors, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| North Star Investment Management Corp. | 9 | $2.02K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 9 | $2.02K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 9 | $2.02K | 0.00% | +9 | New |
| Clearview Wealth Advisors LLC | 10 | $2.25K | 0.00% | +10 | New |
| Mendota Financial Group, LLC | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12,987 | $3.12K | 0.14% | −12−0.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 14 | $3.15K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $3.35K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 15 | $3.37K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 15 | $3.37K | 0.00% | +15 | New |
| Cape Investment Advisory, Inc. | 16 | $3.60K | 0.00% | +16 | New |
| Grove Bank & Trust | 17 | $3.82K | 0.00% | −88−83.8% | Reduced |
| Disciplined Investments, LLC | 17 | $3.82K | 0.00% | −4−19.0% | Reduced |
| Tradition Wealth Management, LLC | 20 | $4.00K | 0.00% | +20 | New |
| Western Pacific Wealth Management, LP | 18 | $4.04K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 18 | $4.05K | 0.00% | +18 | New |
| Strategic Investment Solutions, Inc. | 18 | $4.05K | 0.00% | +18 | New |
| Global Financial Private Client, LLC | 18 | $4.08K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 18 | $4.27K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $4.28K | 0.00% | +4+26.7% | Added |
| Rise Advisors, LLC | 19 | $4.37K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 21 | $4.72K | 0.00% | −9−30.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 21 | $4.72K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 22 | $4.96K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 23 | $5.20K | 0.00% | −11−32.4% | Reduced |
| Johnson Midwest Financial, LLC | 24 | $5.39K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 24 | $5.39K | 0.00% | +24 | New |
| Focused Wealth Management, Inc | 25 | $5.62K | 0.00% | +25 | New |
| Birch Capital Management, LLC | 25 | $5.63K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 26 | $5.75K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 27 | $6.07K | 0.01% | +2+8.0% | Added |
| BerganKDV Wealth Management, LLC | 27 | $6.10K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 30 | $6.74K | 0.00% | +15+100.0% | Added |
| City State Bank | 30 | $7.00K | 0.00% | +30 | New |
| Carolina Wealth Advisors, LLC | 33 | $7.42K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 34 | $7.61K | 0.00% | −31−47.7% | Reduced |
| HighMark Wealth Management LLC | 34 | $7.64K | 0.01% | −9−20.9% | Reduced |
| Essex Investment Management Co LLC | 36 | $8.09K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 38 | $8.54K | 0.00% | −3−7.3% | Reduced |
| Tortoise Investment Management, LLC | 42 | $9.44K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 42 | $9.45K | 0.00% | +16+61.5% | Added |
| Westchester Capital Management, Inc. | 45 | $10.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 45 | $10.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 45 | $10.1K | 0.00% | +45 | New |
| DT Investment Partners, LLC | 46 | $10.7K | 0.00% | +46 | New |
| Cambridge Trust Co | 50 | $11.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $11.3K | 0.01% | +35+233.3% | Added |
| Albion Financial Group | 51 | $11.5K | 0.00% | +51 | New |
| Grey Fox Wealth Advisors, LLC | 53 | $11.9K | 0.01% | +23+76.7% | Added |
| Center for Financial Planning, Inc. | 54 | $12.1K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 57 | $12.8K | 0.01% | −611−91.5% | Reduced |
| Concord Wealth Partners | 57 | $12.8K | 0.00% | −13−18.6% | Reduced |
| Raffa Wealth Management, LLC | 57 | $12.8K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 60 | $13.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 63 | $14.2K | 0.01% | +29+85.3% | Added |
| Bell Investment Advisors, Inc | 69 | $15.5K | 0.00% | −17−19.8% | Reduced |
| Baldwin Brothers Inc | 70 | $15.7K | 0.00% | 00.0% | Unchanged |
| Motco | 72 | $16.2K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 73 | $16.4K | 0.00% | −168−69.7% | Reduced |
| Sound Income Strategies, LLC | 75 | $16.9K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 77 | $17.3K | 0.00% | +1+1.3% | Added |
| Cedar Mountain Advisors, LLC | 78 | $17.5K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 80 | $18.0K | 0.01% | −5−5.9% | Reduced |
| Halpern Financial, Inc. | 81 | $18.2K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 82 | $18.4K | 0.01% | +19+30.2% | Added |
| Heritage Wealth Advisors | 84 | $18.9K | 0.00% | −84−50.0% | Reduced |
| Exchange Traded Concepts, LLC | 86 | $19.3K | 0.00% | +65+309.5% | Added |
| Carolinas Wealth Consulting LLC | 87 | $19.5K | 0.00% | +10+13.0% | Added |
| DB Fitzpatrick & Co, Inc | 87 | $19.6K | 0.02% | −30−25.6% | Reduced |
| Bank of New Hampshire | 90 | $20.2K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 92 | $20.7K | 0.01% | +3+3.4% | Added |
| Grayhawk Investment Strategies Inc. | 69 | $21.0K | 0.01% | −65−48.5% | Reduced |
| Covestor Ltd | 97 | $22.0K | 0.02% | −1−1.0% | Reduced |
| Bray Capital Advisors | 105 | $23.6K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 107 | $24.1K | 0.00% | −158,958−99.9% | Reduced |
| HHM Wealth Advisors, LLC | 109 | $24.6K | 0.01% | +103+1,716.7% | Added |
| RFP Financial Group LLC | 111 | $25.0K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 107 | $25.0K | 0.00% | −17−13.7% | Reduced |