| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Summit Wealth Group, LLC | 10,058 | $0 | 0.00% | +10,058 | New |
| Truvestments Capital LLC | 0 | $51 | 0.00% | 0 | Unchanged |
| Activest Wealth Management | 1 | $153 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $200 | 0.00% | −112−99.1% | Reduced |
| WestEnd Advisors, LLC | – | $592 | 0.00% | – | – |
| ICA Group Wealth Management, LLC | 4 | $789 | 0.00% | −377−99.0% | Reduced |
| Longfellow Investment Management Co LLC | 5 | $986 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 6 | $1.18K | 0.00% | −351−98.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 6 | $1.19K | 0.00% | +6 | New |
| PSI Advisors, LLC | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $1.58K | 0.00% | +8 | New |
| Mark Sheptoff Financial Planning, LLC | 9 | $1.77K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $1.77K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $1.97K | 0.00% | +10 | New |
| Ahrens Investment Partners LLC | 10 | $1.97K | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $1.97K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $2.00K | 0.00% | −121−93.1% | Reduced |
| VitalStone Financial, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 12 | $2.00K | 0.00% | +12 | New |
| Orion Capital Management LLC | 11 | $2.17K | 0.00% | −285−96.3% | Reduced |
| Colonial Trust Advisors | 12 | $2.37K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 12 | $2.37K | 0.00% | +12 | New |
| Sound Income Strategies, LLC | 13 | $2.56K | 0.00% | +5+62.5% | Added |
| Caldwell Sutter Capital, Inc. | 13 | $2.56K | 0.00% | +13 | New |
| Central Bank & Trust Co | 14 | $2.76K | 0.00% | +14 | New |
| Country Trust Bank | 14 | $2.76K | 0.00% | +14 | New |
| Morton Brown Family Wealth, LLC | 14 | $2.76K | 0.00% | +14 | New |
| Hartford Financial Management Inc. | 14 | $2.76K | 0.00% | +14 | New |
| Delta Asset Management LLC | 15 | $2.96K | 0.00% | −25−62.5% | Reduced |
| Carmel Capital Partners, LLC | 15 | $2.96K | 0.00% | +15 | New |
| Winch Advisory Services, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Tompkins Financial Corp | 18 | $3.55K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 20 | $3.94K | 0.00% | +20 | New |
| Magnolia Capital Management Ltd | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 22 | $4.34K | 0.00% | +2+10.0% | Added |
| True Wealth Design, LLC | 22 | $4.34K | 0.00% | +17+340.0% | Added |
| Hoey Investments, Inc | 24 | $4.73K | 0.00% | +24 | New |
| Essex Investment Management Co LLC | 25 | $4.93K | 0.00% | −116−82.3% | Reduced |
| Sawyer & Company, Inc | 26 | $5.00K | 0.00% | −170−86.7% | Reduced |
| Rocky Mountain Advisers, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 27 | $5.35K | 0.00% | +20+285.7% | Added |
| Private Ocean, LLC | 31 | $6.06K | 0.00% | +31 | New |
| Mach-1 Financial Group, Inc. | 31 | $6.11K | 0.04% | −25,134−99.9% | Reduced |
| Chesapeake Asset Management LLC | 35 | $6.90K | 0.01% | +35 | New |
| One River Asset Management, LLC | 36 | $6.99K | 0.01% | +32+800.0% | Added |
| RFP Financial Group LLC | 37 | $7.30K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 43 | $8.48K | 0.01% | +20+87.0% | Added |
| Centennial Bank | 44 | $8.68K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 45 | $9.00K | 0.00% | +45 | New |
| Cassady Schiller Wealth Management, LLC | 48 | $9.47K | 0.00% | −18−27.3% | Reduced |
| Raffa Wealth Management, LLC | 51 | $10.1K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 55 | $10.8K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 58 | $11.4K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 58 | $11.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 58 | $11.4K | 0.00% | +58 | New |
| Glen Eagle Advisors, LLC | 60 | $11.8K | 0.00% | +60 | New |
| Macroview Investment Management LLC | 60 | $11.8K | 0.02% | +60 | New |
| Avion Wealth | 77 | $12.0K | 0.00% | +6+8.5% | Added |
| Concord Wealth Partners | 63 | $12.4K | 0.00% | −226−78.2% | Reduced |
| Pinnacle Bancorp, Inc. | 64 | $12.6K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 64 | $12.6K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 68 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 70 | $13.0K | 0.00% | +50+250.0% | Added |
| SJS Investment Consulting Inc. | 67 | $13.2K | 0.00% | −105−61.0% | Reduced |
| Evermay Wealth Management LLC | 69 | $13.6K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 72 | $14.2K | 0.00% | −1−1.4% | Reduced |
| Robbins Farley LLC | 72 | $14.2K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 72 | $14.2K | 0.00% | +29+67.4% | Added |
| Atlantic Trust, LLC | 75 | $14.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 77 | $15.2K | 0.00% | +77 | New |
| Red Tortoise LLC | 79 | $15.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 79 | $15.6K | 0.01% | +25+46.3% | Added |
| Worth Asset Management, LLC | 80 | $15.8K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 81 | $16.0K | 0.01% | −7−8.0% | Reduced |
| SRS Capital Advisors, Inc. | 84 | $16.6K | 0.00% | +17+25.4% | Added |
| Creative Financial Designs Inc | 89 | $17.6K | 0.00% | +89 | New |
| Investors Research Corp | 91 | $17.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 91 | $17.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 92 | $18.1K | 0.00% | −36−28.1% | Reduced |
| Close Asset Management Ltd | 100 | $20.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 105 | $20.7K | 0.01% | −35−25.0% | Reduced |
| Legend Financial Advisors, Inc. | 110 | $21.7K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 110 | $21.7K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 113 | $22.0K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 114 | $22.5K | 0.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 113,400 | $22.7K | 0.00% | +14,419+14.6% | Added |
| Rock Creek Group, LP | 118 | $23.3K | 0.00% | +118 | New |
| Tfo-TDC, LLC | 120 | $23.7K | 0.01% | +98+445.5% | Added |
| McIlrath & Eck, LLC | 121 | $23.9K | 0.01% | +21+21.0% | Added |
| Delos Wealth Advisors, LLC | 123 | $24.3K | 0.03% | 00.0% | Unchanged |
| West Branch Capital LLC | 127 | $25.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 129 | $25.4K | 0.00% | −26−16.8% | Reduced |
| Independence Bank of Kentucky | 135 | $26.6K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 137 | $27.0K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 139 | $27.0K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 139 | $27.3K | 0.01% | +139 | New |
| CNB Bank | 140 | $27.6K | 0.02% | +40+40.0% | Added |