| PYA Waltman Capital, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 3 | $0 | 0.00% | +3 | New |
| TD Waterhouse Canada Inc. | 4 | $432 | 0.00% | +4 | New |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | −121,100−100.0% | Reduced |
| Valley National Advisers Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 7 | $1.00K | 0.00% | −7−50.0% | Reduced |
| Financial Management Professionals, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 8 | $1.00K | 0.00% | −7−46.7% | Reduced |
| Retirement Group, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 7 | $1.00K | 0.00% | +7 | New |
| EverSource Wealth Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Disciplined Investments, LLC | 14 | $1.00K | 0.00% | +14 | New |
| FourThought Financial, LLC | 8 | $1.00K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 17 | $1.76K | 0.00% | +11+183.3% | Added |
| Harbour Investments, Inc. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $2.00K | 0.00% | +9+75.0% | Added |
| Key Financial Inc | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 21 | $2.00K | 0.00% | +21 | New |
| Tradewinds Capital Management, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Moisand Fitzgerald Tamayo, LLC | 17 | $2.00K | 0.00% | +17 | New |
| Standard Family Office LLC | 19 | $2.00K | 0.00% | +19 | New |
| Rosenberg Matthew Hamilton | 15 | $2.00K | 0.00% | +15 | New |
| EdgeRock Capital LLC | 23 | $2.00K | 0.00% | +23 | New |
| Harbor Investment Advisory, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $3.00K | 0.00% | +23+328.6% | Added |
| Ancora Advisors, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $4.03K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 47 | $5.00K | 0.00% | +18+62.1% | Added |
| SRS Capital Advisors, Inc. | 44 | $5.00K | 0.00% | +44 | New |
| Spire Wealth Management | 55 | $6.00K | 0.00% | −1,005−94.8% | Reduced |
| Ronald Blue Trust, Inc. | 105 | $6.00K | 0.00% | +2+1.9% | Added |
| Umb Bank N A | 54 | $6.00K | 0.00% | −22−28.9% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $6.00K | 0.00% | +46+575.0% | Added |
| Farmers & Merchants Investments Inc | 57 | $6.00K | 0.00% | +57 | New |
| Sierra Capital LLC | 64 | $7.00K | 0.00% | −44−40.7% | Reduced |
| Sageworth Trust Co of South Dakota | 63 | $7.00K | 0.02% | −42−40.0% | Reduced |
| Solstein Capital, LLC | 69 | $7.00K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 66 | $7.00K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 73 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 79 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 91 | $9.00K | 0.00% | +44+93.6% | Added |
| Storebrand Asset Management AS | 93 | $9.61K | 0.00% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 100 | $10.0K | 0.01% | −140−58.3% | Reduced |
| Howe & Rusling Inc | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Park Circle Co | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 104 | $11.0K | 0.00% | +87+511.8% | Added |
| TCI Wealth Advisors, Inc. | 107 | $11.0K | 0.00% | +105+5,250.0% | Added |
| First Horizon Advisors, Inc. | 119 | $12.0K | 0.00% | +44+58.7% | Added |
| Raleigh Capital Management Inc. | 145 | $15.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 150 | $15.0K | 0.00% | +43+40.2% | Added |
| Harvest Fund Management Co., Ltd | 151 | $16.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 167 | $17.0K | 0.00% | +167 | New |
| Carolinas Wealth Consulting LLC | 193 | $20.0K | 0.01% | +21+12.2% | Added |
| James Investment Research Inc | 196 | $20.0K | 0.00% | +196 | New |
| DT Investment Partners, LLC | 191 | $20.0K | 0.00% | +191 | New |
| Householder Group Estate & Retirement Specialist, LLC | 198 | $20.0K | 0.01% | +198 | New |
| Nomura Asset Management Co Ltd | 200 | $20.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 206 | $21.0K | 0.00% | +19+10.2% | Added |
| Riverview Trust Co | 202 | $21.0K | 0.02% | +202 | New |
| Bourgeon Capital Management LLC | 215 | $22.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 214 | $22.0K | 0.02% | +4+1.9% | Added |
| Parkside Financial Bank & Trust | 237 | $24.0K | 0.01% | −20−7.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 236 | $24.0K | 0.00% | −21−8.2% | Reduced |
| Lindbrook Capital, LLC | 233 | $24.0K | 0.00% | +230+7,666.7% | Added |
| KB Financial Partners, LLC | 240 | $25.0K | 0.01% | −73−23.3% | Reduced |
| Lazard Asset Management LLC | 250 | $25.0K | 0.00% | +250 | New |
| Brown Brothers Harriman & Co | 248 | $26.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 263 | $27.0K | 0.00% | +128+94.8% | Added |
| Trustcore Financial Services, LLC | 311 | $32.0K | 0.00% | +212+214.1% | Added |
| Sugarloaf Wealth Management, LLC | 317 | $33.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 317 | $33.0K | 0.00% | +267+534.0% | Added |
| Global Retirement Partners, LLC | 490 | $39.0K | 0.00% | −519−51.4% | Reduced |
| Aspire Private Capital, LLC | 400 | $41.0K | 0.02% | −500−55.6% | Reduced |
| Ellevest, Inc. | 404 | $42.0K | 0.00% | −454−52.9% | Reduced |
| Allworth Financial LP | 408 | $42.0K | 0.00% | +149+57.5% | Added |
| Signaturefd, LLC | 408 | $42.0K | 0.00% | +223+120.5% | Added |
| Bogart Wealth, LLC | 411 | $42.0K | 0.00% | +364+774.5% | Added |
| TD Ameritrade Investment Management, LLC | 407 | $42.0K | 0.00% | +407 | New |
| Zullo Investment Group, Inc. | 443 | $46.0K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 464 | $48.0K | 0.00% | −42−8.3% | Reduced |
| Canada Pension Plan Investment Board | 504 | $52.0K | 0.00% | −8,049−94.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 496 | $52.0K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 532 | $55.0K | 0.00% | +115+27.6% | Added |
| Archer Investment Corp | 556 | $57.5K | 0.02% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 644 | $67.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 721 | $75.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 737 | $76.0K | 0.01% | −9−1.2% | Reduced |
| American Research & Management Co. | 750 | $78.0K | 0.02% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 775 | $80.0K | 0.00% | +124+19.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 780 | $81.0K | 0.00% | 00.0% | Unchanged |