| J.Safra Asset Management Corp | 171 | $0 | 0.00% | +171 | New |
| CFS Investment Advisory Services, LLC | 246,892 | $0 | 0.00% | +246,892 | New |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | −2,045−99.9% | Reduced |
| Karlinski Andrew C | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Hoese & Co LLP | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 4 | $2.00K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $2.36K | 0.00% | – | – |
| WFA Asset Management Corp | 4 | $2.36K | 0.00% | +4 | New |
| Kessler Investment Group, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $3.00K | 0.00% | +1+25.0% | Added |
| Copeland Capital Management, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 7 | $4.00K | 0.00% | +7 | New |
| Carolina Wealth Advisors, LLC | 7 | $4.00K | 0.00% | +7 | New |
| Pacific Center for Financial Services | 8 | $5.00K | 0.00% | −6−42.9% | Reduced |
| Estabrook Capital Management | 10 | $5.91K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $6.00K | 0.00% | −433−97.3% | Reduced |
| Tortoise Investment Management, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 11 | $6.00K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11 | $7.00K | 0.00% | +11 | New |
| Schubert & Co | 13 | $8.00K | 0.01% | −6−31.6% | Reduced |
| Piscataqua Savings Bank | 14 | $8.00K | 0.01% | 00.0% | Unchanged |
| Vienna Asset Management LLC | 13 | $8.00K | 0.01% | +13 | New |
| Thomas J. Herzfeld Advisors, Inc. | 16 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 15 | $9.00K | 0.01% | 00.0% | Unchanged |
| City State Bank | 15 | $9.00K | 0.01% | 00.0% | Unchanged |
| Paloma Partners Management Co | 17 | $10.0K | 0.00% | −1,482−98.9% | Reduced |
| Mizuho Securities Co. Ltd. | 17 | $10.0K | 0.00% | −88−83.8% | Reduced |
| First National Bank of South Miami | 17 | $10.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 17 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 17 | $10.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $10.0K | 0.00% | +7+70.0% | Added |
| Eukles Asset Management | 19 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 20 | $11.8K | 0.01% | +20 | New |
| Rockbridge Investment Management, LCC | 20 | $11.8K | 0.00% | −175−89.7% | Reduced |
| PFG Private Wealth Management, LLC | 21 | $12.0K | 0.01% | −596−96.6% | Reduced |
| Bourgeon Capital Management LLC | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 20 | $12.0K | 0.01% | +20 | New |
| Aspire Private Capital, LLC | 22 | $13.0K | 0.00% | −10−31.3% | Reduced |
| South State Corp. | 24 | $14.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 24 | $14.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 24 | $14.0K | 0.01% | +24 | New |
| Paladin Advisory Group, LLC | 24 | $14.0K | 0.01% | +24 | New |
| Bellwether Advisors, LLC | 26 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 29 | $17.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 30 | $18.0K | 0.01% | +30 | New |
| Ulland Investment Advisors, LLC | 30 | $18.0K | 0.01% | +30 | New |
| WR Wealth Planners, LLC | 31 | $18.3K | 0.01% | +31 | New |
| Banco de Sabadell, S.A | 32 | $19.0K | 0.01% | +32 | New |
| Column Capital Advisors, LLC | 34 | $20.0K | 0.00% | −4−10.5% | Reduced |
| Sageworth Trust Co | 36 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 36 | $21.0K | 0.01% | +36 | New |
| Power Corp of Canada | 37 | $22.0K | 0.00% | +37 | New |
| Northern Oak Wealth Management Inc | 42 | $25.0K | 0.00% | −300−87.7% | Reduced |
| Westside Investment Management, Inc. | 43 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 45 | $27.0K | 0.02% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 47 | $28.0K | 0.01% | +32+213.3% | Added |
| Stephens Consulting, LLC | 49 | $28.9K | 0.02% | +25+104.2% | Added |
| Pacifica Partners Inc. | 52 | $29.0K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 50 | $29.5K | 0.03% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 51 | $30.0K | 0.02% | −65−56.0% | Reduced |
| DB Wealth Management Group, LLC | 51 | $30.0K | 0.02% | 00.0% | Unchanged |
| Trust Co | 50 | $30.0K | 0.01% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 54 | $31.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 54 | $32.0K | 0.01% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 55 | $32.0K | 0.02% | +55 | New |
| Stephenson National Bank & Trust | 56 | $33.0K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 58 | $34.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 58 | $34.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $37.0K | 0.01% | −54−46.6% | Reduced |
| Tevis Investment Management | 63 | $37.0K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 64 | $38.0K | 0.03% | +64 | New |
| Bedel Financial Consulting, Inc. | 66 | $39.0K | 0.01% | −7−9.6% | Reduced |
| Cranbrook Wealth Management, LLC | 66 | $39.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 67 | $40.0K | 0.02% | −4−5.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 67 | $40.0K | 0.02% | 00.0% | Unchanged |
| Lake Point Wealth Management | 67 | $40.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 67 | $40.0K | 0.02% | +50+294.1% | Added |
| Simplex Trading, LLC | 70 | $41.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 70 | $41.0K | 0.01% | +8+12.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 75 | $44.0K | 0.03% | −15−16.7% | Reduced |
| O'Dell Group, LLC | 75 | $44.0K | 0.01% | −10−11.8% | Reduced |
| Lansing Street Advisors | 77 | $47.0K | 0.03% | +77 | New |
| Winch Advisory Services, LLC | 81 | $48.0K | 0.02% | 00.0% | Unchanged |
| Autonomy Capital (Jersey) L.P. | 82 | $48.0K | 0.20% | +82 | New |
| Disciplina Capital Management LLC | 82 | $48.5K | 0.01% | +3+3.8% | Added |
| Baystate Wealth Management LLC | 83 | $49.0K | 0.00% | +21+33.9% | Added |
| Financial Enhancement Group LLC | 85 | $50.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 85 | $50.0K | 0.03% | 00.0% | Unchanged |
| Addison Advisors LLC | 85 | $50.0K | 0.03% | +52+157.6% | Added |
| Corbenic Partners LLC | 86 | $51.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 86 | $51.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 89 | $53.0K | 0.04% | −16−15.2% | Reduced |
| Wolff Wiese Magana LLC | 90 | $53.0K | 0.04% | −2−2.2% | Reduced |
| Avondale Wealth Management | 90 | $53.0K | 0.06% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 95 | $56.0K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 94 | $56.0K | 0.03% | 00.0% | Unchanged |
| Emfo, LLC | 94 | $56.0K | 0.05% | +40+74.1% | Added |