| Tfo-TDC, LLC | 4 | $51 | 0.00% | −257−98.5% | Reduced |
| Ellevest, Inc. | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $190 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2 | $190 | 0.00% | +2 | New |
| Coppell Advisory Solutions Corp. | 2 | $190 | 0.00% | +2 | New |
| Antonetti Capital Management LLC | 2 | $193 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3 | $284 | 0.00% | −43−93.5% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5 | $475 | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 6 | $570 | 0.00% | +6 | New |
| Davidson Capital Management Inc. | 7 | $665 | 0.00% | +7 | New |
| Rise Advisors, LLC | 10 | $989 | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 11 | $1.04K | 0.00% | +3+37.5% | Added |
| Raffa Wealth Management, LLC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 16 | $1.52K | 0.00% | +16 | New |
| Pacifica Partners Inc. | 16 | $1.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $1.61K | 0.00% | −179−91.3% | Reduced |
| KB Financial Partners, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $2.20K | 0.00% | −450−95.1% | Reduced |
| Costello Asset Management, INC | 30 | $2.85K | 0.00% | −30−50.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 31 | $2.94K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 32 | $3.02K | 0.00% | +32 | New |
| Moisand Fitzgerald Tamayo, LLC | 33 | $3.13K | 0.00% | +33 | New |
| Institutional & Family Asset Management, LLC | 40 | $3.80K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 37 | $4.00K | 0.00% | +37 | New |
| Logan Capital Management Inc | 45 | $4.27K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 50 | $4.75K | 0.00% | −7−12.3% | Reduced |
| Arcus Capital Partners, LLC | 52 | $4.93K | 0.00% | +52 | New |
| Abound Wealth Management | 54 | $5.14K | 0.00% | −54−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 56 | $5.32K | 0.00% | +56 | New |
| Baker Avenue Asset Management, LP | 58 | $5.46K | 0.00% | +58 | New |
| Parallax Volatility Advisers, L.P. | 60 | $5.70K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 63 | $5.98K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 64 | $6.00K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 64 | $6.08K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 65 | $6.17K | 0.00% | +65 | New |
| Live Oak Investment Partners | – | $6.55K | 0.01% | – | New |
| Sofos Investments, Inc. | 95 | $6.92K | 0.07% | +9+10.5% | Added |
| Riverview Trust Co | 72 | $7.00K | 0.01% | −382−84.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 76 | $7.00K | 0.00% | +76 | New |
| Bell Investment Advisors, Inc | 80 | $7.60K | 0.00% | −15−15.8% | Reduced |
| Heritage Wealth Management, LLC | 82 | $7.79K | 0.00% | +67+446.7% | Added |
| New England Capital Financial Advisors LLC | 86 | $7.93K | 0.01% | +86 | New |
| Stuart Chaussee & Associates, Inc. | 84 | $7.98K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 84 | $7.98K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 85 | $8.07K | 0.00% | +85 | New |
| RFP Financial Group LLC | 91 | $8.68K | 0.00% | +91 | New |
| JDM Financial Group LLC | 93 | $8.78K | 0.01% | +93 | New |
| NewSquare Capital LLC | 93 | $8.83K | 0.00% | −37,697−99.8% | Reduced |
| Semmax Financial Advisors Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 95 | $9.02K | 0.01% | +13+15.9% | Added |
| Hussman Strategic Advisors, Inc. | 100 | $9.49K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 100 | $9.49K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $9.49K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 100 | $9.64K | 0.00% | +39+63.9% | Added |
| Burleson & Company, LLC | 105 | $9.97K | 0.00% | +105 | New |
| Retirement Group, LLC | 108 | $10.0K | 0.00% | +1+0.9% | Added |
| Capstone Investment Advisors, LLC | 106 | $10.1K | 0.00% | +26+32.5% | Added |
| FSC Wealth Advisors, LLC | 109 | $10.3K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 112 | $10.6K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 116 | $11.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 120 | $11.4K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 120 | $11.4K | 0.01% | +120 | New |
| Richard W. Paul & Associates, LLC | 124 | $11.8K | 0.01% | +124 | New |
| First PREMIER Bank | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 130 | $12.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 133 | $12.2K | 0.01% | +133 | New |
| Proffitt & Goodson Inc | 136 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 135 | $13.0K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 145 | $13.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 149 | $14.1K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 168 | $15.0K | 0.01% | +2+1.2% | Added |
| Founders Capital Management | 173 | $16.0K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 172 | $16.3K | 0.01% | +172 | New |
| MinichMacGregor Wealth Management, LLC | 176 | $16.8K | 0.01% | +176 | New |
| Horizon Bancorp Inc | 180 | $17.0K | 0.01% | +180 | New |
| Pension & Wealth Management Advisors, Inc. | 180 | $17.1K | 0.01% | +180 | New |
| Wolff Wiese Magana LLC | 181 | $17.2K | 0.01% | −20−10.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 182 | $17.3K | 0.01% | +182 | New |
| Timber Creek Capital Management LLC | 185 | $17.6K | 0.01% | −360−66.1% | Reduced |
| Glen Eagle Advisors, LLC | 190 | $18.0K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 194 | $18.4K | 0.02% | +194 | New |
| Lumature Wealth Partners, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Phocas Financial Corp. | 200 | $19.0K | 0.00% | +200 | New |
| Marquette Asset Management, LLC | 200 | $19.0K | 0.01% | +200 | New |
| Trust Co | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 203 | $19.3K | 0.01% | +203 | New |
| Advanced Asset Management Advisors Inc | 225 | $21.4K | 0.01% | +225 | New |
| Prestige Wealth Management Group LLC | 230 | $21.8K | 0.01% | +1+0.4% | Added |
| Arlington Partners LLC | 234 | $22.2K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 256 | $23.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 249 | $23.6K | 0.01% | +54+27.7% | Added |
| JNBA Financial Advisors | 250 | $23.7K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 250 | $24.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 261 | $24.7K | 0.01% | 00.0% | Unchanged |