| Kelly Financial Services LLC | 214,106 | $315 | 0.01% | +213,765+62,687.7% | Added |
| Hanson & Doremus Investment Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| AllSquare Wealth Management LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Capital Advisors, L.L.C. | 3 | $2.00K | 0.00% | +3 | New |
| Halpern Financial, Inc. | 3 | $2.04K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $3.00K | 0.00% | −49−90.7% | Reduced |
| HWG Holdings LP | 5 | $3.00K | 0.00% | −45−90.0% | Reduced |
| Old Second National Bank of Aurora | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $3.00K | 0.00% | +4 | New |
| PEAK6 Investments LLC | 5 | $3.00K | 0.00% | +5 | New |
| GAM Holding AG | 6 | $4.00K | 0.00% | −205−97.2% | Reduced |
| Danda Trouve Investment Management, Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $4.08K | 0.00% | – | New |
| Pflug Koory, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $7.00K | 0.00% | −16−61.5% | Reduced |
| HC Financial Advisors Inc | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 10 | $7.00K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 10 | $7.00K | 0.00% | +10 | New |
| Addison Advisors LLC | 10 | $7.00K | 0.01% | +10 | New |
| Arcadia Investment Advisors LLC | 11 | $7.54K | 0.00% | +11 | New |
| Logan Capital Management Inc | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 15 | $10.0K | 0.00% | −20−57.1% | Reduced |
| West Oak Capital, LLC | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 15 | $10.0K | 0.01% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 15 | $10.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 20 | $13.6K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 20 | $14.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 20 | $14.0K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 20 | $14.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 23 | $16.0K | 0.00% | +23 | New |
| Atlas Capital Advisors LLC | 24 | $16.3K | 0.00% | +7+41.2% | Added |
| First PREMIER Bank | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 25 | $17.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 25 | $17.0K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 26 | $18.0K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 26 | $18.0K | 0.01% | +14+116.7% | Added |
| Flagship Private Wealth, LLC | 30 | $19.3K | 0.01% | +30 | New |
| Disciplined Investments, LLC | 30 | $20.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 30 | $20.0K | 0.01% | +10+50.0% | Added |
| Community Bank, N.A. | 29 | $20.0K | 0.00% | +29 | New |
| Personal Wealth Partners | 30 | $20.0K | 0.01% | +30 | New |
| Lion Street Advisors, LLC | 30 | $20.4K | 0.74% | +30 | New |
| Standard Family Office LLC | 32 | $22.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 36 | $24.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 35 | $24.0K | 0.01% | +2+6.1% | Added |
| Veritas Investment Partners (UK) Ltd. | 40 | $27.0K | 0.00% | 00.0% | Unchanged |
| Milestone Resources Group Ltd | 39 | $27.0K | 0.00% | +14+56.0% | Added |
| Clear Investment Research, LLC | 42 | $29.0K | 0.05% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 45 | $31.0K | 0.01% | −10−18.2% | Reduced |
| Cypress Capital Management LLC (WY) | 45 | $31.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 45 | $31.0K | 0.01% | +1+2.3% | Added |
| Clean Yield Group | 45 | $31.0K | 0.01% | +45 | New |
| Lake Point Wealth Management | 45 | $31.0K | 0.01% | +45 | New |
| Lee Financial Co | 49 | $33.0K | 0.01% | +17+53.1% | Added |
| Baldrige Asset Management LLC | 49 | $33.0K | 0.01% | +49 | New |
| GoalVest Advisory LLC | 50 | $34.0K | 0.02% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 51 | $34.7K | 0.00% | −1−1.9% | Reduced |
| Laffer Tengler Investments | 51 | $34.7K | 0.01% | +50+5,000.0% | Added |
| Prentice Wealth Management LLC | 56 | $38.0K | 0.02% | +53+1,766.7% | Added |
| Deseret Mutual Benefit Administrators | 58 | $39.0K | 0.01% | +58 | New |
| Thomas J. Herzfeld Advisors, Inc. | 61 | $41.0K | 0.02% | +10+19.6% | Added |
| Arcadia Investment Management Corp | 60 | $41.0K | 0.01% | +60 | New |
| Evermay Wealth Management LLC | 61 | $41.0K | 0.01% | +61 | New |
| Clearview Wealth Advisors LLC | 63 | $43.0K | 0.03% | −1−1.6% | Reduced |
| IronBridge Private Wealth, LLC | 65 | $44.0K | 0.03% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 203 | $46.0K | 0.02% | +203 | New |
| Cordasco Financial Network | 70 | $48.0K | 0.03% | 00.0% | Unchanged |
| Motco | 75 | $51.0K | 0.00% | +75 | New |
| Independence Bank of Kentucky | 76 | $52.0K | 0.02% | −25−24.8% | Reduced |
| CastleArk Alternatives, LLC | 85 | $58.0K | 0.68% | −85−50.0% | Reduced |
| Modus Advisors, LLC | 87 | $59.0K | 0.02% | +87 | New |
| Pinnacle Bancorp, Inc. | 88 | $60.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 95 | $65.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 100 | $68.0K | 0.02% | −135−57.4% | Reduced |
| Bogart Wealth, LLC | 100 | $68.0K | 0.01% | +9+9.9% | Added |
| Roble, Belko & Company, Inc | 100 | $68.0K | 0.02% | +41+69.5% | Added |
| GW&K Investment Management, LLC | 100 | $68.0K | 0.00% | +100 | New |
| Red Cedar Capital, LLC | 101 | $69.0K | 0.04% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 103 | $70.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 110 | $75.0K | 0.02% | +52+89.7% | Added |
| Simon Quick Advisors, LLC | 113 | $76.0K | 0.02% | +8+7.6% | Added |
| Duncker Streett & Co Inc | 113 | $77.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 114 | $77.0K | 0.01% | +3+2.7% | Added |
| Eagle Bay Advisors LLC | 113 | $78.0K | 0.06% | +113 | New |
| Iron Horse Wealth Management, LLC | 116 | $79.0K | 0.05% | 00.0% | Unchanged |
| Resolute Partners Group | 117 | $80.0K | 0.01% | −75−39.1% | Reduced |
| M&R Capital Management Inc | 118 | $80.0K | 0.02% | +100+555.6% | Added |
| KB Financial Partners, LLC | 120 | $82.0K | 0.03% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 123 | $83.6K | 0.03% | −7−5.4% | Reduced |
| IAG Wealth Partners, LLC | 125 | $85.0K | 0.03% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 127 | $86.0K | 0.03% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 126 | $86.0K | 0.03% | +75+147.1% | Added |
