| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $208 | 0.00% | – | – |
| Wolff Wiese Magana LLC | 2 | $417 | 0.00% | −1−33.3% | Reduced |
| Versant Capital Management, Inc | 3 | $618 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $624 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 3 | $625 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3,912 | $801 | 0.04% | +2,706+224.4% | Added |
| Winch Advisory Services, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $1.46K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $1.67K | 0.00% | −3−27.3% | Reduced |
| Colonial Trust Advisors | 8 | $1.67K | 0.00% | −2−20.0% | Reduced |
| Key Financial Inc | 9 | $1.87K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Bellevue Asset Management, LLC | 10 | $2.08K | 0.00% | −1−9.1% | Reduced |
| 1832 Asset Management L.P. | 10 | $2.08K | 0.00% | +10 | New |
| MCF Advisors LLC | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 11 | $2.29K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $2.49K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $2.50K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $2.50K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 13 | $2.71K | 0.00% | +13 | New |
| Globeflex Capital L P | 14 | $2.91K | 0.00% | +10+250.0% | Added |
| NFJ Investment Group, LLC | 15 | $3.12K | 0.00% | −5,363−99.7% | Reduced |
| Hollencrest Capital Management | 15 | $3.12K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 16 | $3.33K | 0.00% | −76−82.6% | Reduced |
| McIlrath & Eck, LLC | 17 | $3.54K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 21 | $4.00K | 0.00% | −1−4.5% | Reduced |
| Tradition Wealth Management, LLC | 18 | $4.00K | 0.00% | +18 | New |
| Atlas Capital Advisors LLC | 20 | $4.16K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $4.16K | 0.00% | +20 | New |
| Northwest Investment Counselors, LLC | 21 | $4.37K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 21 | $4.37K | 0.00% | +21 | New |
| Citizens National Bank Trust Department | 25 | $5.20K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25 | $5.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $5.20K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 28 | $5.23K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $5.62K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 28 | $5.83K | 0.01% | +2+7.7% | Added |
| Lee Financial Co | 28 | $5.83K | 0.00% | −3−9.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 29 | $6.04K | 0.00% | −2−6.5% | Reduced |
| Abound Wealth Management | 29 | $6.04K | 0.00% | +11+61.1% | Added |
| Cassady Schiller Wealth Management, LLC | 30 | $6.25K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 31 | $6.38K | 0.00% | +31 | New |
| Coston, McIsaac & Partners | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $7.08K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 36 | $7.49K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $7.70K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 39 | $8.00K | 0.01% | −3,704−99.0% | Reduced |
| Asset Dedication, LLC | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 39 | $8.12K | 0.00% | +39 | New |
| Raleigh Capital Management Inc. | 40 | $8.33K | 0.00% | +40 | New |
| Clearstead Advisors, LLC | 40 | $8.33K | 0.00% | +15+60.0% | Added |
| Concord Wealth Partners | 42 | $8.74K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 45 | $9.37K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 46 | $9.57K | 0.00% | −53−53.5% | Reduced |
| JJJ Advisors Inc. | 50 | $9.73K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 48 | $9.99K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 48 | $9.99K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 50 | $10.4K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $10.4K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 52 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 52 | $10.8K | 0.00% | +19+57.6% | Added |
| True Wealth Design, LLC | 53 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 55 | $11.4K | 0.00% | −62−53.0% | Reduced |
| Pacifica Partners Inc. | 60 | $11.8K | 0.01% | +60 | New |
| Estabrook Capital Management | 59 | $12.3K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 60 | $12.5K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 61 | $12.7K | 0.00% | −14−18.7% | Reduced |
| Salem Investment Counselors Inc | 61 | $12.7K | 0.00% | +36+144.0% | Added |
| AllSquare Wealth Management LLC | 62 | $12.9K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 64 | $13.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 67 | $13.9K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 67 | $13.9K | 0.00% | +32+91.4% | Added |
| Fortis Advisors, LLC | 69 | $14.4K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 73 | $15.2K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 73 | $15.2K | 0.00% | +9+14.1% | Added |
| Hexagon Capital Partners LLC | 75 | $15.6K | 0.00% | −15−16.7% | Reduced |
| Sageworth Trust Co | 75 | $15.6K | 0.00% | +75 | New |
| JFS Wealth Advisors, LLC | 81 | $16.9K | 0.00% | −4−4.7% | Reduced |
| Bell Investment Advisors, Inc | 82 | $17.1K | 0.00% | +22+36.7% | Added |
| RFP Financial Group LLC | 83 | $17.3K | 0.02% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 83 | $17.3K | 0.00% | +83 | New |
| CNB Bank | 85 | $17.7K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 87 | $18.1K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 92 | $19.2K | 0.01% | −10−9.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 97 | $20.2K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $20.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $20.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 105 | $21.9K | 0.00% | +17+19.3% | Added |
| West Paces Advisors Inc. | 107 | $22.3K | 0.01% | +6+5.9% | Added |
| Retirement Group, LLC | 111 | $23.0K | 0.01% | +3+2.8% | Added |