| Versant Capital Management, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $119 | 0.00% | – | – |
| Archer Investment Corp | 7 | $839 | 0.00% | +7 | New |
| Essex Investment Management Co LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Addison Advisors LLC | 5 | $1.00K | 0.00% | +5 | New |
| Schubert & Co | 9 | $1.00K | 0.00% | +9 | New |
| Raleigh Capital Management Inc. | 12 | $1.00K | 0.00% | +12 | New |
| 1832 Asset Management L.P. | 16 | $2.00K | 0.00% | −1,254−98.7% | Reduced |
| Norway Savings Bank | 15 | $2.00K | 0.00% | −17−53.1% | Reduced |
| USA Financial Portformulas Corp | 15 | $2.00K | 0.00% | −7−31.8% | Reduced |
| JJJ Advisors Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 17 | $2.00K | 0.00% | +17 | New |
| JFS Wealth Advisors, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Core Alternative Capital | 18 | $2.00K | 0.00% | +18 | New |
| KB Financial Partners, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Newbridge Financial Services Group, Inc. | 16 | $2.00K | 0.00% | +16 | New |
| MV Capital Management, Inc. | 23 | $3.00K | 0.00% | −33−58.9% | Reduced |
| Edge Wealth Management LLC | 31 | $4.00K | 0.00% | −10−24.4% | Reduced |
| Tradewinds Capital Management, LLC | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 40 | $4.80K | 0.00% | −2−4.8% | Reduced |
| M&R Capital Management Inc | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 42 | $5.00K | 0.00% | +42 | New |
| Plante Moran Financial Advisors, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 57 | $6.83K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 120 | $8.00K | 0.00% | +120 | Added |
| Zions Bancorporation, N.A. | 67 | $8.00K | 0.00% | −1−1.5% | Reduced |
| Arrow Financial Corp | 73 | $9.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 72 | $9.00K | 0.00% | +72 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 82 | $9.00K | 0.01% | +82 | New |
| Earnest Partners LLC | 86 | $10.0K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 80 | $10.0K | 0.00% | +80 | New |
| Vigilant Capital Management, LLC | 92 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 88 | $11.0K | 0.00% | +88 | New |
| Mystic Asset Management, Inc. | 100 | $11.0K | 0.01% | +100 | New |
| Pinnacle Bancorp, Inc. | 103 | $12.0K | 0.00% | −85−45.2% | Reduced |
| Cohen & Steers, Inc. | 99 | $12.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 102 | $12.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 101 | $12.0K | 0.00% | +101 | New |
| Snowden Capital Advisors LLC | 106 | $12.0K | 0.00% | +106 | New |
| Glen Eagle Advisors, LLC | 103 | $12.4K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 106 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 105 | $13.0K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 116 | $13.0K | 0.00% | +116 | New |
| Financial Connections Group, Inc. | 109 | $13.0K | 0.01% | +109 | New |
| Valley National Advisers Inc | 115 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 114 | $14.0K | 0.00% | +6+5.6% | Added |
| Brown, Lisle/Cummings, Inc. | 120 | $14.4K | 0.01% | +120 | New |
| Baystate Wealth Management LLC | 135 | $16.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 130 | $16.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 135 | $16.0K | 0.00% | +135 | New |
| RE Advisers Corp | 144 | $17.0K | 0.00% | +35+32.1% | Added |
| Sageworth Trust Co | 150 | $18.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 152 | $18.0K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 165 | $19.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 162 | $19.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 171 | $21.0K | 0.00% | −9,531−98.2% | Reduced |
| Parkside Financial Bank & Trust | 183 | $22.0K | 0.01% | −29−13.7% | Reduced |
| Webster Bank, N. A. | 187 | $22.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 199 | $24.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 197 | $24.0K | 0.00% | +197 | New |
| Quent Capital, LLC | 201 | $24.0K | 0.01% | +201 | New |
| Capital Analysts, LLC | 205 | $25.0K | 0.00% | 00.0% | Unchanged |
| James Reed Financial Services, Inc. | 217 | $26.0K | 0.02% | +217 | New |
| Gemmer Asset Management LLC | 229 | $27.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 225 | $27.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 229 | $27.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 231 | $27.0K | 0.00% | +9+4.1% | Added |
| Umb Bank N A | 222 | $27.0K | 0.00% | +222 | New |
| AGF Investments LLC | 224 | $27.0K | 0.00% | +224 | New |
| SOA Wealth Advisors, LLC. | 238 | $28.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 241 | $29.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 259 | $31.0K | 0.03% | 00.0% | Unchanged |
| Clean Yield Group | 256 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 267 | $32.0K | 0.01% | +9+3.5% | Added |
| Cassady Schiller Wealth Management, LLC | 285 | $34.0K | 0.02% | +285 | New |
| Itau Unibanco Holding S.A. | 294 | $35.0K | 0.00% | −5−1.7% | Reduced |
| Syverson Strege & Co | 295 | $35.0K | 0.03% | +1+0.3% | Added |
| CNB Bank | 300 | $36.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 297 | $36.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 320 | $38.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 329 | $39.0K | 0.00% | −345−51.2% | Reduced |
| Sargent Bickham Lagudis LLC | 323 | $39.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 342 | $40.0K | 0.00% | −209−37.9% | Reduced |
| Center for Financial Planning, Inc. | 352 | $42.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 347 | $42.0K | 0.00% | +29+9.1% | Added |
| Covestor Ltd | 372 | $45.0K | 0.06% | +372 | New |
| North Star Investment Management Corp. | 401 | $48.0K | 0.00% | −7,000−94.6% | Reduced |