| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 57 | $0 | 0.00% | +57 | New |
| Mach-1 Financial Group, Inc. | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 4 | $925 | 0.00% | – | – |
| Professional Financial Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.03% | +3 | New |
| Aquire Wealth Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Karlinski Andrew C | 5 | $1.00K | 0.00% | +5 | New |
| Bradley & Co. Private Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 11 | $2.55K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 15 | $3.00K | 0.00% | −5−25.0% | Reduced |
| Valley National Advisers Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Cassady Schiller Wealth Management, LLC | 11 | $3.00K | 0.00% | +11 | New |
| PFG Private Wealth Management, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 19 | $4.00K | 0.00% | +19 | New |
| HWG Holdings LP | 17 | $4.00K | 0.00% | +17 | New |
| Insight Financial Services | 20 | $4.00K | 0.00% | +20 | New |
| Kessler Investment Group, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 30 | $7.00K | 0.00% | +23+328.6% | Added |
| McDonald Partners LLC | 32 | $7.41K | 0.01% | −2,591−98.8% | Reduced |
| Absolute Capital Management, LLC | 32 | $7.41K | 0.01% | +32 | New |
| Mizuho Securities Co. Ltd. | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 35 | $8.00K | 0.01% | +35 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 40 | $9.00K | 0.00% | −1,297,943−100.0% | Reduced |
| Ahl Investment Management, Inc. | 40 | $9.00K | 0.01% | +40 | New |
| Tevis Investment Management | 39 | $9.00K | 0.01% | +39 | New |
| Ogorek Anthony Joseph | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 44 | $10.0K | 0.01% | +44 | New |
| PFS Partners, LLC | 47 | $10.9K | 0.01% | +47 | New |
| USA Financial Portformulas Corp | 49 | $11.0K | 0.01% | −227−82.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 49 | $11.0K | 0.01% | +49 | New |
| Strategic Wealth Management Inc | 53 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 50 | $12.0K | 0.01% | +50 | New |
| William Allan, LLC | 50 | $12.0K | 0.01% | +50 | New |
| Morgan Dempsey Capital Management LLC | 57 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 57 | $13.0K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 59 | $14.0K | 0.01% | +59 | New |
| Strategic Asset Management, LLC | 59 | $14.0K | 0.02% | +59 | New |
| Arrow Financial Corp | 66 | $15.0K | 0.00% | −2,053−96.9% | Reduced |
| Raffa Wealth Management, LLC | 69 | $16.0K | 0.01% | −25−26.6% | Reduced |
| Capital Advisors, Ltd. LLC | 68 | $16.0K | 0.00% | 00.0% | Unchanged |
| Henrickson Nauta Wealth Advisors, Inc. | 83 | $18.0K | 0.01% | +83 | New |
| Chilton Capital Management LLC | 82 | $19.0K | 0.00% | +82 | New |
| Leelyn Smith, LLC | 87 | $20.0K | 0.01% | −30−25.6% | Reduced |
| Johnson Midwest Financial, LLC | 84 | $20.0K | 0.02% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 86 | $20.0K | 0.01% | +86 | New |
| Sofos Investments, Inc. | 231 | $23.0K | 0.00% | +231 | Added |
| Syverson Strege & Co | 98 | $23.0K | 0.02% | −91−48.1% | Reduced |
| Sageworth Trust Co | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 98 | $23.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 98 | $23.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 102 | $23.7K | 0.01% | +29+39.7% | Added |
| GeoWealth Management, LLC | 105 | $24.0K | 0.00% | −3,332−96.9% | Reduced |
| West Financial Advisors, LLC | 103 | $24.0K | 0.01% | 00.0% | Unchanged |
| Cowen and Company, LLC | 105 | $24.0K | 0.00% | +105 | New |
| Baillie Gifford & Co | 105 | $24.0K | 0.00% | +105 | New |
| Resources Management Corp | 112 | $26.0K | 0.00% | −2−1.8% | Reduced |
| Truvestments Capital LLC | 115 | $27.0K | 0.01% | +115 | New |
| Mascoma Wealth Management LLC | 123 | $28.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 122 | $28.0K | 0.01% | +3+2.5% | Added |
| EverSource Wealth Advisors, LLC | 120 | $28.0K | 0.01% | +120 | New |
| Operose Advisors LLC | 120 | $28.0K | 0.02% | +120 | New |
| Bell Investment Advisors, Inc | 124 | $29.0K | 0.01% | −23−15.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 126 | $29.0K | 0.01% | +125+12,500.0% | Added |
| Founders Capital Management | 125 | $29.0K | 0.02% | +125 | New |
| Delos Wealth Advisors, LLC | 124 | $29.0K | 0.03% | +124 | New |
| Emerald Advisers, LLC | 130 | $30.0K | 0.00% | +130 | New |
| Holloway Wealth Management, LLC | – | $31.0K | 0.01% | – | – |
| Level Financial Advisors, Inc. | 145 | $34.0K | 0.03% | +145 | New |
| Avion Wealth | 150 | $35.0K | 0.01% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 157 | $36.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 155 | $36.0K | 0.01% | +155 | New |
| Tilia Fiduciary Partners, Inc. | 156 | $36.0K | 0.03% | +156 | New |
| Wealthstreet Investment Advisors, LLC | 158 | $37.0K | 0.91% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 163 | $38.0K | 0.01% | +61+59.8% | Added |
| West Branch Capital LLC | 164 | $38.0K | 0.02% | +100+156.3% | Added |
| First Quadrant L P | 166 | $38.0K | 0.00% | +166 | New |
| Kelly Financial Services LLC | 165 | $38.3K | 0.02% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 167 | $38.7K | 0.01% | +167 | New |
| Institutional & Family Asset Management, LLC | 169 | $39.0K | 0.01% | −641−79.1% | Reduced |
| Versant Capital Management, Inc | 170 | $39.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 179 | $41.0K | 0.03% | +11+6.5% | Added |
| Atwood & Palmer Inc | 181 | $42.0K | 0.00% | +47+35.1% | Added |
| Key Financial Inc | 186 | $43.0K | 0.02% | −11−5.6% | Reduced |
| Bogart Wealth, LLC | 191 | $44.0K | 0.00% | +1+0.5% | Added |
| Baldrige Asset Management LLC | 200 | $46.0K | 0.02% | −23−10.3% | Reduced |
| American Research & Management Co. | 200 | $46.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 200 | $46.0K | 0.01% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 200 | $46.0K | 0.06% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 200 | $46.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 199 | $46.0K | 0.03% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 200 | $46.0K | 0.02% | +200 | New |