| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| Summit Wealth Group, LLC | 42,014 | $0 | 0.00% | +42,014 | New |
| Parallax Volatility Advisers, L.P. | 2 | $572 | 0.00% | +2 | New |
| Koesten, Hirschmann & Crabtree, INC. | 3 | $858 | 0.00% | +3 | New |
| McClarren Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $1.00K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $1.14K | 0.00% | – | – |
| GoalVest Advisory LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 5 | $1.43K | 0.00% | +5 | New |
| 25 LLC | 6 | $1.59K | 0.00% | +6 | New |
| Iron Horse Wealth Management, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Syverson Strege & Co | 8 | $2.29K | 0.00% | +8 | New |
| Lowe Wealth Advisors, LLC | 10 | $2.86K | 0.00% | −20−66.7% | Reduced |
| USA Financial Portformulas Corp | 10 | $2.86K | 0.00% | +10 | New |
| Buck Wealth Strategies, LLC | 11 | $3.26K | 0.00% | +11 | New |
| True Wealth Design, LLC | 12 | $3.43K | 0.00% | +4+50.0% | Added |
| Highline Wealth Partners LLC | 12 | $3.43K | 0.00% | +7+140.0% | Added |
| Annapolis Financial Services, LLC | 13 | $3.72K | 0.00% | −1−7.1% | Reduced |
| Longfellow Investment Management Co LLC | 13 | $3.72K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 14 | $4.04K | 0.00% | +5+55.6% | Added |
| Your Advocates Ltd., LLP | 15 | $4.29K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 16 | $4.61K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 18 | $5.14K | 0.00% | −8−30.8% | Reduced |
| Cedar Wealth Management, LLC | 18 | $5.14K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 19 | $5.43K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $5.72K | 0.00% | −14−41.2% | Reduced |
| HighMark Wealth Management LLC | 20 | $5.72K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 20 | $5.72K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 20 | $5.72K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 21 | $6.00K | 0.01% | 00.0% | Unchanged |
| Centennial Bank | 22 | $6.29K | 0.00% | −113−83.7% | Reduced |
| Cranbrook Wealth Management, LLC | 23 | $6.57K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 24 | $6.86K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 25 | $7.14K | 0.01% | −22−46.8% | Reduced |
| Chilton Capital Management LLC | 25 | $7.15K | 0.00% | +25 | New |
| Atwood & Palmer Inc | 27 | $7.72K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 27 | $7.72K | 0.00% | +27 | New |
| Creative Financial Designs Inc | 30 | $8.43K | 0.00% | +7+30.4% | Added |
| C M Bidwell & Associates Ltd | 30 | $8.57K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 32 | $9.15K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 34 | $9.72K | 0.00% | +34 | New |
| Investors Research Corp | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 36 | $10.3K | 0.07% | −3,845−99.1% | Reduced |
| Globeflex Capital L P | 37 | $10.6K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 38 | $10.9K | 0.00% | −15−28.3% | Reduced |
| Ulland Investment Advisors, LLC | 40 | $11.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 38 | $11.0K | 0.00% | +5+15.2% | Added |
| Sofos Investments, Inc. | 286 | $11.6K | 0.51% | +19+7.1% | Added |
| Lee Financial Co | 41 | $11.7K | 0.00% | +3+7.9% | Added |
| Laffer Tengler Investments | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 43 | $12.3K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 46 | $13.1K | 0.01% | +10+27.8% | Added |
| Country Trust Bank | 47 | $13.4K | 0.00% | −60−56.1% | Reduced |
| Baillie Gifford & Co | 48 | $13.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 50 | $14.3K | 0.01% | +30+150.0% | Added |
| ZRC Wealth Management, LLC | 50 | $14.3K | 0.01% | +50 | New |
| Perritt Capital Management Inc | 51 | $14.6K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 51 | $14.6K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 52 | $14.9K | 0.00% | +18+52.9% | Added |
| Pflug Koory, LLC | 55 | $15.7K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 55 | $15.7K | 0.02% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 60 | $17.1K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 65 | $18.4K | 0.02% | +65 | New |
| Atlantic Trust, LLC | 65 | $18.6K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 66 | $18.9K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 68 | $19.4K | 0.01% | +15+28.3% | Added |
| Clean Yield Group | 69 | $19.7K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 69 | $19.7K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 71 | $20.0K | 0.00% | −19−21.1% | Reduced |
| New Millennium Group LLC | 70 | $20.0K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 75 | $21.0K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 75 | $21.4K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 76 | $21.7K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 85 | $24.0K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 85 | $24.3K | 0.02% | −25−22.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 86 | $24.6K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 86 | $25.0K | 0.01% | 00.0% | Unchanged |
| Mar Vista Investment Partners LLC | 90 | $26.0K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 91 | $26.0K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 94 | $26.9K | 0.00% | −21−18.3% | Reduced |
| Dividend Assets Capital, LLC | 100 | $27.0K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 97 | $27.7K | 0.02% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 97 | $27.7K | 0.01% | +1+1.0% | Added |
| TSFG, LLC | 97 | $28.0K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 99 | $28.3K | 0.01% | +99 | New |
| Barrett & Company, Inc. | 100 | $28.6K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $28.6K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 105 | $30.0K | 0.02% | 00.0% | Unchanged |
| Sageworth Trust Co | 107 | $30.6K | 0.00% | +96+872.7% | Added |
| Valley National Advisers Inc | 114 | $32.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 110 | $32.0K | 0.00% | +18+19.6% | Added |
| Tfo-TDC, LLC | 112 | $32.0K | 0.01% | +111+11,100.0% | Added |
| Baystate Wealth Management LLC | 116 | $33.4K | 0.00% | +14+13.7% | Added |
| Focused Wealth Management, Inc | 120 | $34.2K | 0.01% | +1+0.8% | Added |
| Evolution Advisers, Inc. | 125 | $35.0K | 0.03% | 00.0% | Unchanged |
| Norwood Financial Corp | 126 | $36.0K | 0.06% | 00.0% | Unchanged |