| RE Dickinson Investment Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 80 | $1 | 0.00% | −13−14.0% | Reduced |
| Column Capital Advisors, LLC | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $398 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $399 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $478 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $637 | 0.00% | −55−87.3% | Reduced |
| WestEnd Advisors, LLC | – | $637 | 0.00% | – | – |
| True Wealth Design, LLC | 9 | $717 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | −566−98.1% | Reduced |
| Baldrige Asset Management LLC | 9 | $1.00K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 14 | $1.12K | 0.00% | −32−69.6% | Reduced |
| Carmichael Hill & Associates, Inc. | 18 | $1.43K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $1.43K | 0.00% | +18 | New |
| 25 LLC | 24 | $1.81K | 0.00% | +24 | New |
| Penserra Capital Management LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 27 | $2.15K | 0.00% | +27 | New |
| First Personal Financial Services | 29 | $2.31K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 30 | $2.39K | 0.00% | +30 | New |
| Toth Financial Advisory Corp | 32 | $2.55K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $3.00K | 0.00% | −356−89.4% | Reduced |
| Clearview Wealth Advisors LLC | 38 | $3.03K | 0.00% | +1+2.7% | Added |
| Arlington Partners LLC | 42 | $3.35K | 0.00% | +42 | New |
| NVWM, LLC | 43 | $3.42K | 0.00% | −7,034−99.4% | Reduced |
| Disciplined Investments, LLC | 43 | $3.42K | 0.00% | −8−15.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 43 | $3.42K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 45 | $3.58K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 45 | $3.58K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $3.98K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 50 | $3.98K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 52 | $4.05K | 0.00% | +52 | New |
| Syverson Strege & Co | 52 | $4.14K | 0.00% | +52 | New |
| Lee Financial Co | 54 | $4.30K | 0.00% | −7−11.5% | Reduced |
| Acima Private Wealth, LLC | 60 | $4.78K | 0.00% | +60 | New |
| Valley National Advisers Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 68 | $5.42K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 81 | $6.45K | 0.00% | +16+24.6% | Added |
| West Paces Advisors Inc. | 82 | $6.53K | 0.00% | +82 | New |
| Schubert & Co | 82 | $6.54K | 0.01% | −84−50.6% | Reduced |
| New Hampshire Trust | 85 | $6.77K | 0.00% | −37−30.3% | Reduced |
| Harbor Investment Advisory, LLC | 86 | $6.85K | 0.00% | +54+168.8% | Added |
| PrairieView Partners, LLC | 94 | $7.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 89 | $7.09K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $7.97K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 100 | $7.97K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 96 | $8.00K | 0.00% | +96 | New |
| Goodman Advisory Group, LLC | 102 | $8.13K | 0.00% | +102 | New |
| Baker Avenue Asset Management, LP | 103 | $8.21K | 0.00% | −5,471−98.2% | Reduced |
| Tilia Fiduciary Partners, Inc. | 103 | $8.21K | 0.01% | +103 | New |
| Institutional & Family Asset Management, LLC | 105 | $8.36K | 0.00% | +5+5.0% | Added |
| Abound Wealth Management | 105 | $8.37K | 0.00% | +40+61.5% | Added |
| Richard W. Paul & Associates, LLC | 110 | $8.76K | 0.00% | +75+214.3% | Added |
| Park Place Capital Corp | 116 | $9.24K | 0.00% | +59+103.5% | Added |
| James Investment Research Inc | 130 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 128 | $10.0K | 0.01% | +1+0.8% | Added |
| Insight Financial Services | 128 | $10.2K | 0.04% | +128 | New |
| Slocum, Gordon & Co LLP | 129 | $10.3K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 135 | $10.8K | 0.00% | −183−57.5% | Reduced |
| Steward Financial Group LLC | 148 | $11.0K | 0.00% | +73+97.3% | Added |
| Tradewinds Capital Management, LLC | 139 | $11.1K | 0.00% | +1+0.7% | Added |
| M&R Capital Management Inc | 147 | $11.8K | 0.00% | +31+26.7% | Added |
| Hallmark Capital Management Inc | 150 | $11.9K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 150 | $11.9K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 153 | $12.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 154 | $12.3K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 154 | $12.3K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 149 | $12.3K | 0.01% | +109+272.5% | Added |
| FinTrust Capital Advisors, LLC | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 164 | $13.1K | 0.00% | −23−12.3% | Reduced |
| Bell Investment Advisors, Inc | 171 | $13.6K | 0.00% | −24−12.3% | Reduced |
| Bogart Wealth, LLC | 172 | $13.7K | 0.00% | +44+34.4% | Added |
| Strengthening Families & Communities, LLC | 171 | $14.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 180 | $14.3K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 188 | $15.0K | 0.00% | −85−31.1% | Reduced |
| Capital Analysts, LLC | 188 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 195 | $15.5K | 0.01% | −50−20.4% | Reduced |
| Arrow Financial Corp | 200 | $15.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $15.9K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $15.9K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 172 | $16.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 205 | $16.4K | 0.00% | +5+2.5% | Added |
| Lowe Wealth Advisors, LLC | 211 | $16.8K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 212 | $16.9K | 0.00% | −22−9.4% | Reduced |
| Asset Dedication, LLC | 208 | $17.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 225 | $18.0K | 0.01% | +35+18.4% | Added |
| Fairfield Financial Advisors, LTD | 227 | $18.1K | 0.01% | +1+0.4% | Added |
| Twin Lakes Capital Management, LLC | 233 | $18.6K | 0.01% | +1+0.4% | Added |
| Earnest Partners LLC | 236 | $18.8K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 236 | $18.8K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 246 | $19.6K | 0.02% | +246 | New |
| Stonebridge Capital Advisors LLC | 246 | $19.6K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 255 | $20.3K | 0.00% | +255 | New |
| Sutton Wealth Advisors Inc. | 268 | $21.3K | 0.01% | −27−9.2% | Reduced |
| Essex Investment Management Co LLC | 273 | $21.7K | 0.00% | −193−41.4% | Reduced |
| NewSquare Capital LLC | 277 | $22.1K | 0.00% | +275+13,750.0% | Added |
| Bank of New Hampshire | 280 | $22.3K | 0.01% | −200−41.7% | Reduced |
| Hoey Investments, Inc | 300 | $23.9K | 0.01% | −400−57.1% | Reduced |
| Independence Bank of Kentucky | 300 | $23.9K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 300 | $23.9K | 0.01% | 00.0% | Unchanged |