| Sterling Investment Advisors, Ltd. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 2 | $0 | 0.00% | +2 | New |
| Kelly Financial Services LLC | 40,001 | $165 | 0.01% | +39,826+22,757.7% | Added |
| Halpern Financial, Inc. | 2 | $583 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $966 | 0.00% | – | New |
| Professional Financial Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Bellwether Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $2.00K | 0.05% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 11 | $2.68K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 14 | $3.00K | 0.00% | +14 | New |
| Lake Point Wealth Management | 15 | $4.00K | 0.00% | +15 | New |
| Atwood & Palmer Inc | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 25 | $6.00K | 0.00% | +25 | New |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 28 | $7.00K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 32 | $8.00K | 0.00% | +32 | New |
| PNC Managed Account Solutions, Inc. | 41 | $10.0K | 0.00% | +41 | New |
| Crewe Advisors LLC | 44 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 54 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 52 | $13.0K | 0.00% | +52 | New |
| Counterpoint Mutual Funds LLC | 54 | $13.0K | 0.01% | +54 | New |
| Coastal Capital Group, Inc. | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 58 | $14.0K | 0.01% | +4+7.4% | Added |
| West Branch Capital LLC | 64 | $15.0K | 0.01% | +64 | New |
| Activest Wealth Management | 67 | $16.0K | 0.01% | −62−48.1% | Reduced |
| Capital Advisors, Ltd. LLC | 68 | $16.0K | 0.00% | +8+13.3% | Added |
| Personal Wealth Partners | 75 | $18.0K | 0.01% | +75 | New |
| Evolution Wealth Advisors, LLC | 80 | $19.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 80 | $19.0K | 0.02% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 83 | $20.0K | 0.00% | −26−23.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 84 | $20.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 84 | $20.0K | 0.02% | +1+1.2% | Added |
| Itau Unibanco Holding S.A. | 84 | $20.0K | 0.00% | +84 | New |
| Paragon Wealth Strategies, LLC | 83 | $20.0K | 0.01% | +83 | New |
| Leelyn Smith, LLC | 86 | $21.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 86 | $21.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 91 | $22.0K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 98 | $24.0K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 100 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ironwood Financial, llc | 102 | $25.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 103 | $25.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 107 | $26.0K | 0.02% | 00.0% | Unchanged |
| Resources Management Corp | 115 | $28.0K | 0.00% | +3+2.7% | Added |
| HHM Wealth Advisors, LLC | 119 | $29.0K | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 130 | $31.0K | 0.00% | +130 | New |
| Holloway Wealth Management, LLC | – | $32.0K | 0.01% | – | – |
| Annapolis Financial Services, LLC | 137 | $33.0K | 0.01% | +35+34.3% | Added |
| Strategic Wealth Management Inc | 140 | $34.0K | 0.02% | 00.0% | Unchanged |
| Resolute Partners Group | 144 | $35.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 150 | $36.0K | 0.01% | +150 | New |
| Wealthstreet Investment Advisors, LLC | 158 | $38.0K | 0.20% | −14,580−98.9% | Reduced |
| Navigation Wealth Management, Inc. | 157 | $38.0K | 0.03% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 166 | $40.0K | 0.01% | +33+24.8% | Added |
| First Financial Corp | 168 | $41.0K | 0.03% | 00.0% | Unchanged |
| Retirement Group, LLC | 175 | $42.0K | 0.02% | −54−23.6% | Reduced |
| Versant Capital Management, Inc | 190 | $46.0K | 0.02% | −4−2.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 193 | $47.0K | 0.00% | −229−54.3% | Reduced |
| MV Capital Management, Inc. | 196 | $47.0K | 0.01% | +138+237.9% | Added |
| American Research & Management Co. | 200 | $48.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 200 | $48.0K | 0.03% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 200 | $48.0K | 0.07% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 200 | $48.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 199 | $48.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 197 | $48.0K | 0.03% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 203 | $49.0K | 0.01% | +203 | New |
| Perkins Coie Trust Co | 207 | $50.0K | 0.02% | +27+15.0% | Added |
| Red Door Wealth Management, LLC | 207 | $50.0K | 0.02% | +207 | New |
| Country Trust Bank | 212 | $51.0K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 209 | $51.0K | 0.00% | +209 | New |
| Burleson & Company, LLC | 216 | $52.0K | 0.01% | −20−8.5% | Reduced |
| Lloyd Advisory Services, LLC. | 215 | $52.0K | 0.03% | +15+7.5% | Added |
| Financial Avengers, Inc. | 217 | $53.0K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 220 | $53.2K | 0.06% | 00.0% | Unchanged |
| Financial Insights, Inc. | 221 | $53.4K | 0.04% | +221 | New |
| Freedman Financial Associates, Inc. | 225 | $54.0K | 0.04% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 233 | $56.0K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 240 | $58.0K | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 241 | $58.0K | 0.04% | 00.0% | Unchanged |
| Truehand, Inc | 250 | $60.0K | 0.04% | 00.0% | Unchanged |
| Lee Financial Co | 250 | $60.0K | 0.01% | +51+25.6% | Added |
| Baldrige Asset Management LLC | 247 | $60.0K | 0.03% | +247 | New |
| Tortoise Investment Management, LLC | 254 | $61.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 254 | $61.0K | 0.05% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 261 | $63.0K | 0.02% | +15+6.1% | Added |
| Charter Oak Capital Management, LLC | 265 | $64.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 414 | $65.0K | 0.02% | −149−26.5% | Reduced |
| Cranbrook Wealth Management, LLC | 268 | $65.0K | 0.01% | −11−3.9% | Reduced |
| Semmax Financial Advisors Inc. | 270 | $65.0K | 0.02% | +124+84.9% | Added |