| Moisand Fitzgerald Tamayo, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tobam | 4 | $1.00K | 0.00% | +4 | New |
| Karlinski Andrew C | 6 | $1.00K | 0.00% | +6 | New |
| Spectrum Management Group, LLC | 10 | $2.00K | 0.00% | −9,507−99.9% | Reduced |
| Standard Family Office LLC | 10 | $2.00K | 0.02% | −140−93.3% | Reduced |
| Truehand, Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 11 | $2.38K | 0.00% | – | – |
| James Investment Research Inc | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $4.00K | 0.00% | +20 | New |
| Longfellow Investment Management Co LLC | 22 | $5.00K | 0.00% | +3+15.8% | Added |
| Carolina Wealth Advisors, LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 25 | $5.00K | 0.00% | +25 | New |
| Shore Point Advisors, LLC | 25 | $5.00K | 0.00% | +25 | New |
| USA Financial Portformulas Corp | 27 | $6.00K | 0.01% | −3,747−99.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 28 | $6.00K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $6.00K | 0.00% | – | – |
| Your Advocates Ltd., LLP | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| James Reed Financial Services, Inc. | 29 | $6.00K | 0.01% | +29 | New |
| Hoey Investments, Inc | 34 | $7.00K | 0.00% | +34 | New |
| Cornerstone Management, Inc. | 34 | $7.37K | 0.00% | +34 | New |
| Ranger Investment Management, L.P. | 39 | $8.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 40 | $9.00K | 0.01% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 52 | $11.0K | 0.27% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 71 | $15.0K | 0.01% | +71 | New |
| Schubert & Co | 70 | $15.0K | 0.02% | +70 | New |
| Harding Loevner LP | 76 | $16.0K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 75 | $16.0K | 0.02% | +75 | New |
| Strategic Asset Management, LLC | 76 | $16.0K | 0.02% | +76 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 75 | $17.0K | 0.06% | +75 | New |
| Aquire Wealth Advisors, LLC | 84 | $18.0K | 0.01% | +84 | New |
| Retirement Group, LLC | 94 | $20.0K | 0.01% | −6−6.0% | Reduced |
| Operose Advisors LLC | 92 | $20.0K | 0.02% | +92 | New |
| Baldrige Asset Management LLC | 101 | $22.0K | 0.01% | −35−25.7% | Reduced |
| Insight Financial Services | 110 | $23.0K | 0.02% | +110 | New |
| Steward Financial Group LLC | 110 | $23.0K | 0.02% | +110 | New |
| Stephenson National Bank & Trust | 112 | $24.0K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 113 | $24.0K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 115 | $25.0K | 0.00% | +8+7.5% | Added |
| McDonald Partners LLC | 124 | $26.9K | 0.02% | −934−88.3% | Reduced |
| Absolute Capital Management, LLC | 124 | $26.9K | 0.02% | +124 | New |
| Outfitter Financial LLC | 125 | $27.0K | 0.02% | +125 | New |
| Cranbrook Wealth Management, LLC | 129 | $28.0K | 0.01% | +1+0.8% | Added |
| McCarthy Grittinger Financial Group, LLC | 131 | $28.4K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 146 | $32.0K | 0.01% | +146 | New |
| McClarren Financial Advisors, Inc. | 151 | $33.0K | 0.02% | +3+2.0% | Added |
| Rise Advisors, LLC | 161 | $34.8K | 0.03% | +161 | New |
| Stuart Chaussee & Associates, Inc. | 168 | $36.0K | 0.02% | +56+50.0% | Added |
| Disciplined Investments, LLC | 168 | $36.0K | 0.02% | +140+500.0% | Added |
| Disciplina Capital Management LLC | 169 | $36.6K | 0.01% | −6−3.4% | Reduced |
| Eukles Asset Management | 176 | $38.0K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 175 | $38.0K | 0.03% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 179 | $39.0K | 0.03% | −445−71.3% | Reduced |
| Paragon Capital Management Ltd | 182 | $39.0K | 0.01% | +182 | New |
| CKW Financial Group | 200 | $40.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 189 | $41.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 192 | $42.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 196 | $42.5K | 0.02% | −87−30.7% | Reduced |
| Smith Group Asset Management, LLC | 200 | $43.0K | 0.00% | −25,735−99.2% | Reduced |
| Sageworth Trust Co | 200 | $43.0K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 199 | $43.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 200 | $43.0K | 0.00% | +1+0.5% | Added |
| Rather & Kittrell, Inc. | 201 | $43.0K | 0.04% | +201 | New |
| Ahl Investment Management, Inc. | 198 | $43.0K | 0.04% | +198 | New |
| Investors Research Corp | 205 | $44.0K | 0.01% | 00.0% | Unchanged |
| Security Financial Services, INC. | 201 | $44.0K | 0.01% | +201 | New |
| Avion Wealth | 209 | $45.0K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 211 | $45.0K | 0.03% | +211 | New |
| Harvest Group Wealth Management, LLC | 212 | $46.0K | 0.03% | 00.0% | Unchanged |
| Concorde Financial Corp | 212 | $47.0K | 0.03% | +212 | New |
| Roble, Belko & Company, Inc | 224 | $49.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 225 | $49.0K | 0.06% | +225 | New |
| HWG Holdings LP | 228 | $49.0K | 0.02% | +228 | New |
| St. James Investment Advisors, LLC | 228 | $49.0K | 0.04% | +228 | New |
| AlphaMark Advisors, LLC | 238 | $52.0K | 0.02% | +110+85.9% | Added |
| Life Planning Partners, Inc | 244 | $53.0K | 0.05% | +244 | New |
| TFC Financial Management | 256 | $55.0K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 253 | $55.0K | 0.05% | +253 | New |
| Edge Wealth Management LLC | 263 | $57.0K | 0.01% | −44−14.3% | Reduced |
| MayTech Global Investments, LLC | 275 | $60.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 281 | $61.0K | 0.01% | −71−20.2% | Reduced |
| Sandy Cove Advisors, LLC | 283 | $61.0K | 0.05% | +283 | New |
| Interactive Financial Advisors | 288 | $62.0K | 0.02% | 00.0% | Unchanged |
| NewSquare Capital LLC | 284 | $62.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 285 | $62.0K | 0.05% | +285 | New |
| Estate Counselors, LLC | 298 | $64.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 300 | $65.0K | 0.03% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 327 | $71.0K | 0.03% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 333 | $72.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 337 | $73.4K | 0.02% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 340 | $74.0K | 0.04% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 365 | $79.0K | 0.06% | +365 | New |
| Proffitt & Goodson Inc | 367 | $80.0K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 375 | $81.0K | 0.03% | +77+25.8% | Added |
| Gleason Group, Inc. | 377 | $82.0K | 0.03% | +1+0.3% | Added |
| Covestor Ltd | 378 | $82.0K | 0.11% | +378 | New |
| DB Wealth Management Group, LLC | 382 | $83.0K | 0.05% | 00.0% | Unchanged |
| Valley National Advisers Inc | 393 | $85.0K | 0.02% | +231+142.6% | Added |
