| Covestor Ltd | 6 | $0 | 0.00% | −5−45.5% | Reduced |
| McClarren Financial Advisors, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 32,380 | $1 | 0.02% | +32,380 | New |
| Sofos Investments, Inc. | 54 | $4 | 0.00% | +6+12.5% | Added |
| Salem Investment Counselors Inc | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 10 | $544 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $545 | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 10 | $545 | 0.00% | +10 | New |
| Delos Wealth Advisors, LLC | 18 | $980 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 20 | $1.00K | 0.00% | −130−86.7% | Reduced |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Avion Wealth | 31 | $1.00K | 0.00% | +31 | New |
| TD Capital Management LLC | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 24 | $1.31K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 35 | $1.91K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 36 | $1.96K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $2.18K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 41 | $2.23K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 42 | $2.29K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 45 | $2.45K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 57 | $3.10K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 59 | $3.21K | 0.00% | −4−6.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 59 | $3.21K | 0.00% | +59 | New |
| Pacific Center for Financial Services | 59 | $3.21K | 0.00% | +59 | New |
| Bell Investment Advisors, Inc | 61 | $3.32K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 64 | $3.48K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 72 | $3.92K | 0.00% | +72 | New |
| Harbor Investment Advisory, LLC | 73 | $3.97K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 76 | $4.14K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 83 | $4.52K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 87 | $4.74K | 0.00% | −236−73.1% | Reduced |
| Tucker Asset Management LLC | 90 | $4.90K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 90 | $4.90K | 0.00% | +90 | New |
| TSFG, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 93 | $5.06K | 0.00% | +19+25.7% | Added |
| Center for Financial Planning, Inc. | 100 | $5.44K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $5.61K | 0.00% | +103 | New |
| TD Ameritrade Investment Management, LLC | 118 | $6.00K | 0.00% | −101−46.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 121 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 115 | $6.26K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 116 | $6.31K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 120 | $6.53K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 122 | $6.64K | 0.00% | −68−35.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 123 | $6.69K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 124 | $6.75K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $6.80K | 0.00% | −100−44.4% | Reduced |
| FIL Ltd | 130 | $7.08K | 0.00% | +106+441.7% | Added |
| Beacon Capital Management, LLC | 138 | $7.51K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 148 | $8.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 150 | $8.16K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 162 | $8.82K | 0.01% | +9+5.9% | Added |
| DT Investment Partners, LLC | 167 | $8.93K | 0.00% | −19,856−99.2% | Reduced |
| Resources Management Corp | 90 | $9.00K | 0.00% | +90 | New |
| Private Ocean, LLC | 172 | $9.36K | 0.00% | +172 | New |
| Hoese & Co LLP | 200 | $9.37K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 179 | $9.74K | 0.00% | +179 | New |
| GPS Wealth Strategies Group, LLC | 194 | $10.6K | 0.00% | +194 | New |
| Essex Investment Management Co LLC | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $10.9K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 201 | $10.9K | 0.00% | −964−82.7% | Reduced |
| James Investment Research Inc | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 203 | $11.0K | 0.00% | +203 | New |
| HHM Wealth Advisors, LLC | 226 | $12.3K | 0.00% | +184+438.1% | Added |
| Jones Financial Companies LLLP | 236 | $12.8K | 0.00% | +214+972.7% | Added |
| Chesapeake Asset Management LLC | 240 | $13.1K | 0.01% | +240 | New |
| Sandy Spring Bank | 246 | $13.4K | 0.00% | +246 | New |
| Cambridge Trust Co | 248 | $13.5K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 249 | $13.6K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 250 | $13.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 252 | $13.7K | 0.00% | +252 | New |
| Eagle Bay Advisors LLC | 256 | $13.9K | 0.01% | −95−27.1% | Reduced |
| Aspire Private Capital, LLC | 274 | $14.9K | 0.00% | +149+119.2% | Added |
| Asset Dedication, LLC | 276 | $15.0K | 0.00% | −461−62.6% | Reduced |
| Tradition Wealth Management, LLC | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 295 | $16.0K | 0.00% | +53+21.9% | Added |
| Nalls Sherbakoff Group, LLC | 300 | $16.2K | 0.02% | +300 | New |
| Kelly Lawrence W & Associates Inc | 300 | $16.3K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $16.3K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 300 | $16.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 302 | $16.4K | 0.00% | +39+14.8% | Added |
| Syverson Strege & Co | 310 | $16.9K | 0.01% | +310 | New |
| Manchester Capital Management LLC | 314 | $17.1K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 317 | $17.3K | 0.00% | +9+2.9% | Added |
| Lee Financial Co | 341 | $18.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 342 | $18.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 355 | $19.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 362 | $19.7K | 0.00% | +15+4.3% | Added |
| Princeton Global Asset Management LLC | 366 | $19.9K | 0.01% | +31+9.3% | Added |
| Bogart Wealth, LLC | 367 | $20.0K | 0.00% | +247+205.8% | Added |
| Vigilant Capital Management, LLC | 375 | $20.0K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 384 | $20.9K | 0.01% | +261+212.2% | Added |
| FinTrust Capital Advisors, LLC | 441 | $21.4K | 0.01% | 00.0% | Unchanged |