| FNY Investment Advisers, LLC | 2 | $0 | 0.00% | −2,063−99.9% | Reduced |
| LGT Group Foundation | 1,412,856 | $0 | 0.00% | +1,241,596+725.0% | Added |
| LGT Fund Management Co Ltd. | 53,541 | $0 | 0.00% | +19,291+56.3% | Added |
| Coston, McIsaac & Partners | 3 | $0 | 0.00% | +3 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $348 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 3 | $521 | 0.00% | +3 | New |
| Laurel Wealth Advisors LLC | 5 | $870 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 8 | $1.39K | 0.00% | +2+33.3% | Added |
| Robinswood Financial LLC | 8 | $1.39K | 0.00% | +8 | New |
| Nemes Rush Group LLC | 10 | $1.76K | 0.00% | −394−97.5% | Reduced |
| DAGCO, Inc. | 11 | $1.90K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 11 | $1.91K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $1.91K | 0.00% | 00.0% | Unchanged |
| Brown Financial Advisors | 11 | $1.91K | 0.00% | +11 | New |
| Dixon Mitchell Investment Counsel Inc. | 14 | $2.43K | 0.00% | +14 | New |
| Bank of New Hampshire | 15 | $2.61K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15 | $2.62K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 19 | $3.30K | 0.00% | −101−84.2% | Reduced |
| Kings Path Partners LLC | 19 | $3.30K | 0.00% | +19 | New |
| Riggs Asset Managment Co. Inc. | 19 | $3.30K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 24 | $4.17K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 29 | $5.04K | 0.00% | +6+26.1% | Added |
| Richard W. Paul & Associates, LLC | 30 | $5.21K | 0.00% | +30 | New |
| DecisionPoint Financial, LLC | 32 | $5.31K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 33 | $5.74K | 0.00% | −2−5.7% | Reduced |
| SJS Investment Consulting Inc. | 35 | $6.08K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 36 | $6.26K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 39 | $6.63K | 0.00% | +39 | New |
| Peoples Financial Services Corp. | 39 | $6.78K | 0.00% | −11−22.0% | Reduced |
| Estabrook Capital Management | 40 | $6.95K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 40 | $6.95K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 40 | $6.95K | 0.00% | +40 | New |
| Manchester Capital Management LLC | 44 | $7.65K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 45 | $7.82K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $8.69K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 50 | $8.69K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $9.04K | 0.01% | – | New |
| Fairman Group, LLC | 52 | $9.07K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 57 | $9.91K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 57 | $9.91K | 0.00% | +57 | New |
| Pacific Capital Wealth Advisors, Inc | 60 | $10.4K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 60 | $10.4K | 0.01% | +60 | New |
| Chesapeake Asset Management LLC | 62 | $10.8K | 0.01% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 63 | $10.9K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 68 | $12.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 72 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 72 | $12.5K | 0.01% | +72 | New |
| Jackson, Grant Investment Advisers, Inc. | 73 | $12.7K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 80 | $13.9K | 0.01% | +80 | New |
| Iron Horse Wealth Management, LLC | 83 | $14.4K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 86 | $14.9K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 88 | $15.3K | 0.01% | +23+35.4% | Added |
| Pacifica Partners Inc. | 85 | $15.5K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 92 | $16.0K | 0.01% | −27−22.7% | Reduced |
| Financial Network Wealth Advisors LLC | 94 | $16.3K | 0.01% | +94 | New |
| Main Street Group, LTD | 95 | $16.4K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 100 | $17.0K | 0.00% | +100 | New |
| Aspire Private Capital, LLC | 98 | $17.0K | 0.00% | 00.0% | Unchanged |
| Biglari Capital Corp. | 100 | $17.4K | 0.00% | −900−90.0% | Reduced |
| Orion Capital Management LLC | 100 | $17.4K | 0.01% | −470−82.5% | Reduced |
| Lam Group, Inc. | 100 | $17.4K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 100 | $17.4K | 0.01% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 100 | $17.4K | 1.34% | +100 | New |
| Ibex Wealth Advisors | 100 | $17.4K | 0.00% | +100 | New |
| Sittner & Nelson, LLC | 100 | $17.4K | 0.01% | +100 | New |
| Keener Financial Planning LLC | 109 | $18.0K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 104 | $18.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 104 | $18.1K | 0.01% | −5−4.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 105 | $18.2K | 0.00% | +1+1.0% | Added |
| Colonial Trust Advisors | 105 | $18.3K | 0.00% | −150−58.8% | Reduced |
| Kozak & Associates, Inc. | 101 | $18.4K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 108 | $18.8K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 109 | $18.9K | 0.01% | +109 | New |
| Cornerstone Planning Group LLC | 129 | $19.1K | 0.01% | −98−43.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 143 | $19.5K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 113 | $19.6K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 115 | $20.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 115 | $20.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 120 | $20.9K | 0.01% | +88+275.0% | Added |
| Westside Investment Management, Inc. | 122 | $21.2K | 0.00% | +54+79.4% | Added |
| Bull Oak Capital, LLC | 123 | $21.4K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 123 | $21.4K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 124 | $21.6K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 124 | $21.6K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 140 | $22.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 127 | $22.1K | 0.00% | −19−13.0% | Reduced |
| Archer Investment Corp | 129 | $22.4K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 134 | $23.1K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 135 | $23.5K | 0.01% | −80−37.2% | Reduced |
| Kathleen S. Wright Associates Inc. | 142 | $24.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 145 | $25.2K | 0.01% | +145 | New |
| Beacon Capital Management, LLC | 147 | $25.6K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 147 | $25.6K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 153 | $26.6K | 0.00% | +153 | New |
| Hallmark Capital Management Inc | 154 | $26.8K | 0.00% | +154 | New |
| Olistico Wealth, LLC | 157 | $27.3K | 0.02% | +157 | New |