| Karlinski Andrew C | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 7 | $0 | 0.00% | +7 | New |
| Financial Perspectives, Inc | 2 | $96 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 16 | $718 | 0.00% | +16 | New |
| RWM Asset Management, LLC | 31 | $1.00K | 0.00% | −96−75.6% | Reduced |
| USA Financial Portformulas Corp | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| Itau Unibanco Holding S.A. | 23 | $1.00K | 0.00% | +23 | New |
| Fure Financial Corp | 45 | $2.00K | 0.00% | −105−70.0% | Reduced |
| FinTrust Capital Advisors, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 37 | $2.00K | 0.00% | +1+2.8% | Added |
| Sierra Capital LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 41 | $2.00K | 0.00% | +41 | New |
| Lee Financial Co | 37 | $2.00K | 0.00% | +37 | New |
| Financial Management Professionals, Inc. | 48 | $2.00K | 0.00% | +48 | New |
| Heritage Wealth Management, LLC | 43 | $2.00K | 0.00% | +43 | New |
| Bank of New Hampshire | 69 | $3.00K | 0.00% | +69 | New |
| Estabrook Capital Management | 72 | $3.22K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $4.00K | 0.00% | −100−50.0% | Reduced |
| Capital Advisors, Ltd. LLC | 100 | $4.00K | 0.00% | −13−11.5% | Reduced |
| Cordasco Financial Network | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 88 | $4.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 93 | $4.00K | 0.00% | +23+32.9% | Added |
| Core Alternative Capital | 80 | $4.00K | 0.00% | +53+196.3% | Added |
| Loomis Sayles & Co L P | 83 | $4.00K | 0.00% | +83 | New |
| Disciplined Investments, LLC | 80 | $4.00K | 0.00% | +80 | New |
| CFS Investment Advisory Services, LLC | 180,423 | $4.00K | 0.02% | +180,423 | New |
| Salem Investment Counselors Inc | 112 | $5.00K | 0.00% | −2,498−95.7% | Reduced |
| Mizuho Securities Co. Ltd. | 114 | $5.00K | 0.00% | +1+0.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $5.00K | 0.00% | +100 | New |
| TD Ameritrade Investment Management, LLC | 132 | $6.00K | 0.00% | −6,707−98.1% | Reduced |
| Bogart Wealth, LLC | 143 | $6.00K | 0.00% | +2+1.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 164 | $7.00K | 0.00% | −100−37.9% | Reduced |
| Howe & Rusling Inc | 163 | $7.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 165 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 160 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 150 | $7.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 165 | $7.00K | 0.00% | +57+52.8% | Added |
| Cordant, Inc. | 155 | $7.00K | 0.00% | +155 | New |
| Exchange Traded Concepts, LLC | 185 | $8.00K | 0.00% | −15,010−98.8% | Reduced |
| Charter Oak Capital Management, LLC | 180 | $8.00K | 0.00% | +23+14.6% | Added |
| Tarbox Family Office, Inc. | 194 | $9.00K | 0.00% | −91−31.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 209 | $9.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 195 | $9.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 192 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $9.00K | 0.00% | +100+100.0% | Added |
| American National Bank | 199 | $9.00K | 0.00% | +161+423.7% | Added |
| 1832 Asset Management L.P. | 204 | $9.00K | 0.00% | +204 | New |
| First Personal Financial Services | 203 | $9.00K | 0.00% | +203 | New |
| Global Financial Private Client, LLC | 210 | $9.21K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 222 | $10.0K | 0.00% | −237−51.6% | Reduced |
| Sargent Bickham Lagudis LLC | 204 | $10.0K | 0.00% | −181−47.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 226 | $10.0K | 0.00% | −63−21.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 241 | $11.0K | 0.00% | +3+1.3% | Added |
| Dark Forest Capital Management LP | 266 | $11.0K | 0.00% | +266 | New |
| West Paces Advisors Inc. | 247 | $11.1K | 0.00% | +47+23.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 262 | $12.0K | 0.01% | +1+0.4% | Added |
| Lindbrook Capital, LLC | 262 | $12.0K | 0.00% | +50+23.6% | Added |
| Piscataqua Savings Bank | 287 | $13.0K | 0.01% | −150−34.3% | Reduced |
| Ulland Investment Advisors, LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 297 | $13.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 284 | $13.0K | 0.01% | +284 | New |
| Financial Avengers, Inc. | 304 | $14.0K | 0.01% | +3+1.0% | Added |
| MV Capital Management, Inc. | 314 | $14.0K | 0.00% | +66+26.6% | Added |
| Bivin & Associates, Inc. | 316 | $14.0K | 0.01% | +61+23.9% | Added |
| Sandy Cove Advisors, LLC | 325 | $15.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 327 | $15.0K | 0.00% | +168+105.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 355 | $16.0K | 0.01% | −3,045−89.6% | Reduced |
| Eagle Bay Advisors LLC | 363 | $16.0K | 0.01% | −517−58.8% | Reduced |
| Roble, Belko & Company, Inc | 348 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 366 | $16.0K | 0.00% | +26+7.6% | Added |
| EverSource Wealth Advisors, LLC | 344 | $16.0K | 0.00% | +113+48.9% | Added |
| Stephenson National Bank & Trust | 385 | $17.0K | 0.01% | −100−20.6% | Reduced |
| Earnest Partners LLC | 370 | $17.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 370 | $17.0K | 0.02% | +4+1.1% | Added |
| Accel Wealth Management | 415 | $18.0K | 0.01% | −8−1.9% | Reduced |
| Baystate Wealth Management LLC | 393 | $18.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 393 | $18.0K | 0.00% | +2+0.5% | Added |
| Rosenberg Matthew Hamilton | 406 | $18.0K | 0.01% | +341+524.6% | Added |
| Pin Oak Investment Advisors Inc | 424 | $19.0K | 0.02% | −159−27.3% | Reduced |
| Tradewinds Capital Management, LLC | 414 | $19.0K | 0.00% | 00.0% | Unchanged |