| Marquette Asset Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 4 | $795 | 0.00% | – | – |
| Moisand Fitzgerald Tamayo, LLC | 3 | $1.00K | 0.00% | −5−62.5% | Reduced |
| Burleson & Company, LLC | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Western Pacific Wealth Management, LP | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 5 | $1.00K | 0.00% | +5 | New |
| WFA of San Diego, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 7 | $1.39K | 0.00% | +7 | New |
| Kelly Financial Services LLC | 9 | $1.79K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 11 | $2.00K | 0.00% | −5−31.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Bogart Wealth, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Sugarloaf Wealth Management, LLC | 15 | $3.00K | 0.00% | +1+7.1% | Added |
| PSI Advisors, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $3.00K | 0.00% | +5+50.0% | Added |
| Avion Wealth | 15 | $3.00K | 0.00% | +15 | New |
| Lansing Street Advisors | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 20 | $4.00K | 0.00% | +20 | New |
| Annapolis Financial Services, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 25 | $5.00K | 0.00% | +25 | New |
| Fairfield Financial Advisors, LTD | 25 | $5.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $5.57K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 32 | $6.00K | 0.00% | +7+28.0% | Added |
| JJJ Advisors Inc. | 27 | $6.00K | 0.00% | +16+145.5% | Added |
| Dark Forest Capital Management LP | 30 | $6.00K | 0.00% | +30 | New |
| Atwood & Palmer Inc | 39 | $8.00K | 0.00% | −130−76.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 42 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 42 | $8.00K | 0.01% | +42 | New |
| Baillie Gifford & Co | 47 | $9.00K | 0.00% | −7−13.0% | Reduced |
| Ossiam | 52 | $10.0K | 0.00% | −1,292−96.1% | Reduced |
| Coastal Capital Group, Inc. | 51 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 52 | $10.0K | 0.01% | +52 | New |
| Eagle Bay Advisors LLC | 55 | $10.9K | 0.01% | +55 | New |
| Cribstone Capital Management, LLC | 56 | $11.0K | 0.01% | −3,181−98.3% | Reduced |
| Arlington Partners LLC | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 61 | $12.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 60 | $12.0K | 0.01% | +2+3.4% | Added |
| Coston, McIsaac & Partners | 63 | $12.0K | 0.01% | +63 | New |
| Orion Capital Management LLC | 67 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 65 | $13.0K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 63 | $13.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 49 | $13.0K | 0.00% | 00.0% | Unchanged |
| CenterStar Asset Management, LLC | – | $13.0K | 0.01% | – | New |
| Islay Capital Management, LLC | 70 | $14.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 72 | $14.0K | 0.01% | +72 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 76 | $15.1K | 0.00% | +76 | New |
| Riggs Asset Managment Co. Inc. | 80 | $16.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 79 | $16.0K | 0.00% | +79 | New |
| Capital Directions Investment Advisors, LLC | 85 | $17.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 86 | $17.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 87 | $17.0K | 0.05% | +87 | New |
| Goodman Advisory Group, LLC | 85 | $17.0K | 0.01% | +85 | New |
| West Bancorporation Inc | 90 | $18.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 90 | $18.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 88 | $18.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 98 | $19.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 94 | $19.0K | 0.00% | +30+46.9% | Added |
| First Community Trust NA | 100 | $20.0K | 0.02% | −50−33.3% | Reduced |
| Oakmont Corp | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $20.0K | 0.02% | 00.0% | Unchanged |
| Siena Capital LLC | 103 | $20.0K | 0.01% | 00.0% | Unchanged |
| Insight Inv LLC | 100 | $20.0K | 0.02% | +100 | New |
| Norway Savings Bank | 105 | $21.0K | 0.01% | −10−8.7% | Reduced |
| Cordasco Financial Network | 106 | $21.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 105 | $21.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 105 | $21.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 105 | $21.0K | 0.00% | +38+56.7% | Added |
| Pinebridge Investments, L.P. | 107 | $21.0K | 0.00% | +107 | New |
| Pin Oak Investment Advisors Inc | 112 | $22.0K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 112 | $22.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 111 | $22.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 113 | $23.0K | 0.01% | −195−63.3% | Reduced |
| Canton Hathaway, LLC | 115 | $23.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 120 | $23.9K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 120 | $24.0K | 0.01% | −44−26.8% | Reduced |
| Endurance Wealth Management, Inc. | 121 | $24.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 121 | $24.0K | 0.00% | +47+63.5% | Added |
| Altshuler Shaham Ltd | 127 | $25.0K | 0.00% | −215−62.9% | Reduced |
| Seldon Capital LP | 127 | $25.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 125 | $25.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 137 | $27.0K | 0.01% | −171−55.5% | Reduced |
| Sutton Wealth Advisors Inc. | 140 | $27.9K | 0.01% | +9+6.9% | Added |
| Harvest Fund Management Co., Ltd | 143 | $28.0K | 0.01% | −403−73.8% | Reduced |
| Private Ocean, LLC | 143 | $28.0K | 0.00% | −3−2.1% | Reduced |