| Elequin Capital LP | 1 | $69 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 14 | $1.00K | 0.00% | +1+7.7% | Added |
| Iron Horse Wealth Management, LLC | 21 | $1.45K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 24 | $1.65K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 24 | $1.65K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 30 | $2.06K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 30 | $2.06K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $2.06K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $2.06K | 0.00% | +30 | New |
| Palisade Asset Management, LLC | 31 | $2.13K | 0.00% | +31 | New |
| Richardson Financial Services Inc. | 31 | $2.13K | 0.00% | +31 | New |
| ClariVest Asset Management LLC | 32 | $2.19K | 0.00% | +2+6.7% | Added |
| Oakworth Capital, Inc. | 33 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $2.34K | 0.00% | +34 | New |
| DecisionPoint Financial, LLC | 33 | $2.46K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 39 | $2.71K | 0.00% | +39 | New |
| Abound Wealth Management | 40 | $2.75K | 0.00% | −5−11.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 40 | $2.75K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 43 | $2.94K | 0.00% | −12−21.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 43 | $2.96K | 0.00% | +43 | New |
| Tortoise Investment Management, LLC | 44 | $3.03K | 0.00% | +44 | New |
| Valued Wealth Advisors LLC | 45 | $3.13K | 0.00% | −126−73.7% | Reduced |
| Abich Financial Wealth Management LLC | 49 | $3.37K | 0.00% | +49 | New |
| VisionPoint Advisory Group, LLC | 50 | $3.44K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 50 | $3.44K | 0.00% | +50 | New |
| First Financial Corp | 51 | $3.51K | 0.00% | +51 | New |
| Salomon & Ludwin, LLC | 51 | $3.51K | 0.00% | +51 | New |
| Cornerstone Planning Group LLC | 50 | $3.58K | 0.00% | +37+284.6% | Added |
| Bell Investment Advisors, Inc | 53 | $3.65K | 0.00% | −59−52.7% | Reduced |
| LRI Investments, LLC | 55 | $3.79K | 0.00% | +55 | New |
| Johnson Financial Group, Inc. | 55 | $3.83K | 0.00% | −423−88.5% | Reduced |
| Motco | 56 | $3.85K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 58 | $3.99K | 0.00% | +58 | New |
| Harbor Investment Advisory, LLC | 59 | $4.06K | 0.00% | +14+31.1% | Added |
| Chesapeake Asset Management LLC | 60 | $4.13K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 63 | $4.34K | 0.00% | −400−86.4% | Reduced |
| Cape Investment Advisory, Inc. | 65 | $4.47K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 65 | $4.47K | 0.00% | +65 | New |
| Global Assets Advisory, LLC | 320,805 | $4.60K | 0.21% | +320,805 | New |
| Cedar Wealth Management, LLC | 69 | $4.75K | 0.00% | +69 | New |
| Atlantic Edge Private Wealth Management, LLC | 75 | $5.16K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 76 | $5.23K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 75 | $5.31K | 0.00% | −30−28.6% | Reduced |
| Beacon Capital Management, LLC | 79 | $5.44K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 83 | $5.71K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 87 | $5.99K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 90 | $6.20K | 0.01% | +90 | New |
| Carolinas Wealth Consulting LLC | 90 | $6.21K | 0.00% | +90 | New |
| Hoese & Co LLP | 100 | $6.41K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 99 | $6.82K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $6.88K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $6.88K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $6.88K | 0.00% | +100 | New |
| Covestor Ltd | 108 | $7.00K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 112 | $7.71K | 0.00% | +112 | New |
| Newbridge Financial Services Group, Inc. | 113 | $7.77K | 0.00% | −53−31.9% | Reduced |
| Avion Wealth | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 129 | $8.88K | 0.00% | +129 | New |
| Coston, McIsaac & Partners | 137 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 132 | $9.09K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 135 | $9.29K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 137 | $9.43K | 0.00% | −15−9.9% | Reduced |
| Cranbrook Wealth Management, LLC | 151 | $10.4K | 0.00% | +151 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 160 | $11.0K | 0.00% | −496−75.6% | Reduced |
| Trivant Custom Portfolio Group, LLC | 160 | $11.0K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 169 | $11.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 180 | $12.4K | 0.00% | −11−5.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 180 | $12.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 183 | $12.6K | 0.01% | +72+64.9% | Added |
| Pinnacle Bancorp, Inc. | 193 | $13.3K | 0.00% | −51−20.9% | Reduced |
| Center for Financial Planning, Inc. | 200 | $13.8K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 200 | $13.8K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 204 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 209 | $14.4K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 211 | $14.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 211 | $14.5K | 0.00% | +100+90.1% | Added |
| Glass Jacobson Investment Advisors llc | 219 | $15.1K | 0.01% | +119+119.0% | Added |
| Bogart Wealth, LLC | 223 | $15.3K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 223 | $15.3K | 0.01% | +223 | New |
| LFA - Lugano Financial Advisors SA | 249 | $17.1K | 0.01% | −51−17.0% | Reduced |
| Orion Capital Management LLC | 250 | $17.2K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 256 | $17.6K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 259 | $18.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 267 | $18.0K | 0.00% | +25+10.3% | Added |
| FinTrust Capital Advisors, LLC | 266 | $18.3K | 0.00% | −57−17.6% | Reduced |
| Sofos Investments, Inc. | 272 | $18.7K | 0.00% | +184+209.1% | Added |
| Macquarie Group Ltd | 275 | $19.0K | 0.00% | +27+10.9% | Added |
| Continuum Advisory, LLC | 263 | $19.4K | 0.00% | +263 | New |
| Valley National Advisers Inc | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 292 | $20.1K | 0.01% | +292 | New |
| CoreFirst Bank & Trust | 300 | $20.6K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 312 | $21.5K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 325 | $22.4K | 0.01% | −10−3.0% | Reduced |
| St Germain D J Co Inc | 329 | $22.6K | 0.00% | −81−19.8% | Reduced |
| Boyd Watterson Asset Management LLC | 335 | $23.1K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 333 | $23.1K | 0.01% | +333 | New |
| Rise Advisors, LLC | 337 | $23.2K | 0.01% | +337 | New |
| Barrett & Company, Inc. | 350 | $24.1K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 351 | $24.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 361 | $24.8K | 0.00% | −49−12.0% | Reduced |