| J.Safra Asset Management Corp | 201 | $0 | 0.00% | +201 | New |
| CFS Investment Advisory Services, LLC | 99,175 | $0 | 0.00% | +99,175 | New |
| Old North State Trust, LLC | 2 | $468 | 0.37% | −1,528−99.9% | Reduced |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | −10,210−100.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.04% | 00.0% | Unchanged |
| Karlinski Andrew C | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Financial Enhancement Group LLC | 10 | $3.00K | 0.00% | −18−64.3% | Reduced |
| Proffitt & Goodson Inc | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 12 | $3.00K | 0.00% | +12 | New |
| Paladin Advisory Group, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Moisand Fitzgerald Tamayo, LLC | 13 | $4.00K | 0.00% | −227−94.6% | Reduced |
| Country Trust Bank | 19 | $5.00K | 0.00% | −12−38.7% | Reduced |
| JJJ Advisors Inc. | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 20 | $5.00K | 0.00% | +1+5.3% | Added |
| Joseph P. Lucia & Associates, LLC | 20 | $5.00K | 0.00% | +20 | New |
| Altshuler Shaham Ltd | 22 | $6.00K | 0.00% | +22 | New |
| Providence Capital Advisors, LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 33 | $9.00K | 0.00% | +8+32.0% | Added |
| FinTrust Capital Advisors, LLC | 32 | $9.00K | 0.00% | +24+300.0% | Added |
| RPg Family Wealth Advisory, LLC | 33 | $9.02K | 0.00% | +33 | New |
| Beaird Harris Wealth Management, LLC | 35 | $10.0K | 0.00% | −968−96.5% | Reduced |
| Bourgeon Capital Management LLC | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 37 | $10.0K | 0.00% | +37 | New |
| Front Row Advisors LLC | 48 | $13.0K | 0.01% | −3−5.9% | Reduced |
| Wealthstreet Investment Advisors, LLC | 48 | $13.0K | 0.35% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $14.0K | 0.01% | −15−23.1% | Reduced |
| Schubert & Co | 53 | $14.0K | 0.02% | +13+32.5% | Added |
| Kelly Financial Services LLC | 53 | $14.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 55 | $15.0K | 0.00% | −1,404−96.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 60 | $16.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 60 | $16.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 67 | $18.0K | 0.00% | +67 | New |
| Kozak & Associates, Inc. | 74 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 69 | $19.0K | 0.01% | +6+9.5% | Added |
| Lipe & Dalton | 75 | $20.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 75 | $20.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 74 | $20.0K | 0.01% | +74 | New |
| Tucker Asset Management LLC | 74 | $20.2K | 0.01% | +74 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 80 | $22.0K | 0.02% | +70+700.0% | Added |
| Cordant, Inc. | 84 | $23.0K | 0.01% | +84 | New |
| WestEnd Advisors, LLC | – | $23.8K | 0.00% | – | – |
| Lee Financial Co | 87 | $24.0K | 0.00% | −485−84.8% | Reduced |
| Dark Forest Capital Management LP | 89 | $24.0K | 0.01% | +19+27.1% | Added |
| Ritter Daniher Financial Advisory, LLC | 90 | $25.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 91 | $25.0K | 0.02% | +91 | New |
| MBM Wealth Consultants, LLC | 95 | $26.0K | 0.01% | −45−32.1% | Reduced |
| JCIC Asset Management Inc. | 100 | $27.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $27.0K | 0.02% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 100 | $27.0K | 0.02% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 100 | $27.0K | 0.01% | +48+92.3% | Added |
| Strategic Asset Management, LLC | 104 | $28.0K | 0.04% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 105 | $29.0K | 0.01% | 00.0% | Unchanged |
| Dravo Bay LLC | 107 | $29.2K | 0.02% | +107 | New |
| Red Cedar Capital, LLC | 120 | $33.0K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 120 | $33.0K | 0.03% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 124 | $34.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 125 | $34.0K | 0.01% | +125 | New |
| Credential Qtrade Securities Inc. | 139 | $38.0K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 144 | $39.0K | 0.05% | 00.0% | Unchanged |
| Power Corp of Canada | 145 | $40.0K | 0.00% | +145 | New |
| Holloway Wealth Management, LLC | – | $41.0K | 0.01% | – | – |
| Harvest Group Wealth Management, LLC | 150 | $41.0K | 0.02% | 00.0% | Unchanged |
| First National Bank of South Miami | 149 | $41.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 150 | $41.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 149 | $41.0K | 0.02% | +49+49.0% | Added |
| Spirit of America Management Corp | 150 | $41.0K | 0.01% | +150 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $41.0K | 0.02% | +150 | New |
| Lansing Street Advisors | 169 | $41.0K | 0.03% | +169 | New |
| Miller Wealth Advisors, LLC | 155 | $42.0K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 156 | $43.0K | 0.06% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 159 | $43.0K | 0.03% | +159 | New |
| Hoese & Co LLP | 160 | $44.0K | 0.05% | −800−83.3% | Reduced |
| Northwest Investment Counselors, LLC | 162 | $44.0K | 0.01% | +34+26.6% | Added |
| First Bank & Trust | 163 | $45.0K | 0.01% | −42−20.5% | Reduced |
| Steward Financial Group LLC | 167 | $45.0K | 0.04% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 164 | $45.0K | 0.03% | 00.0% | Unchanged |
| Rational Advisors LLC | 165 | $45.0K | 0.00% | +58+54.2% | Added |
| Operose Advisors LLC | 169 | $46.0K | 0.03% | +50+42.0% | Added |
| McCarthy Asset Management, Inc. | 175 | $48.0K | 0.03% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 178 | $49.0K | 0.03% | 00.0% | Unchanged |
| Oakmont Corp | 180 | $49.0K | 0.00% | +180 | New |
| Hexagon Capital Partners LLC | 184 | $50.0K | 0.01% | +1+0.5% | Added |
| Cornerstone Management, Inc. | 189 | $51.6K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 189 | $52.0K | 0.06% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 192 | $53.0K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 198 | $54.0K | 0.02% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 205 | $56.0K | 0.02% | +13+6.8% | Added |
| Financial Perspectives, Inc | 219 | $59.7K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 220 | $60.0K | 0.02% | −75−25.4% | Reduced |
| Dixon Hughes Goodman Wealth Advisors LLC | 219 | $60.0K | 0.02% | +63+40.4% | Added |
| United Community Bank | 225 | $61.5K | 0.06% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 271 | $63.0K | 0.05% | +31+12.9% | Added |
| Sugarloaf Wealth Management, LLC | 232 | $63.0K | 0.01% | −1−0.4% | Reduced |
| Nauset Wealth Management. LLC | 229 | $63.0K | 0.05% | +229 | New |
| Raffa Wealth Management, LLC | 232 | $63.4K | 0.02% | −17−6.8% | Reduced |