| GW&K Investment Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 1 | $279 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 2 | $383 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 191 | $455 | 0.02% | +2+1.1% | Added |
| Tfo-TDC, LLC | 3 | $574 | 0.00% | −6−66.7% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $574 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $574 | 0.00% | +3 | New |
| TFC Financial Management | 3 | $574 | 0.00% | +3 | New |
| First Financial Corp | 4 | $765 | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 5 | $957 | 0.00% | +5 | New |
| Centerpoint Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Longfellow Investment Management Co LLC | 6 | $1.15K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 6 | $1.15K | 0.00% | +6 | New |
| Newbridge Financial Services Group, Inc. | 7 | $1.34K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $1.53K | 0.00% | +8 | New |
| Albion Financial Group | 10 | $1.91K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 15 | $2.00K | 0.00% | −2−11.8% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | −2−20.0% | Reduced |
| C M Bidwell & Associates Ltd | 12 | $2.30K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 14 | $2.68K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 15 | $2.87K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 15 | $2.87K | 0.00% | +8+114.3% | Added |
| ICA Group Wealth Management, LLC | 15 | $2.87K | 0.00% | +9+150.0% | Added |
| Pin Oak Investment Advisors Inc | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $3.64K | 0.00% | −1−5.0% | Reduced |
| Solstein Capital, LLC | 20 | $3.83K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 20 | $3.83K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $4.02K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 21 | $4.02K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 21 | $4.02K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 22 | $4.19K | 0.00% | −5−18.5% | Reduced |
| Sutton Wealth Advisors Inc. | 22 | $4.21K | 0.00% | −5−18.5% | Reduced |
| Jones Financial Companies LLLP | 25 | $4.78K | 0.00% | +24+2,400.0% | Added |
| Raffa Wealth Management, LLC | 26 | $4.97K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 28 | $5.41K | 0.00% | −12−30.0% | Reduced |
| Abound Wealth Management | 29 | $5.55K | 0.00% | +12+70.6% | Added |
| Baker Avenue Asset Management, LP | 37 | $7.08K | 0.00% | +4+12.1% | Added |
| Westside Investment Management, Inc. | 39 | $7.46K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $7.65K | 0.00% | +5+14.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 42 | $8.04K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 44 | $8.42K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $9.18K | 0.00% | −3−5.9% | Reduced |
| Kelly Financial Services LLC | 48 | $9.21K | 0.00% | +48 | New |
| Financial Management Professionals, Inc. | 53 | $10.0K | 0.00% | +28+112.0% | Added |
| Front Row Advisors LLC | 53 | $10.0K | 0.00% | +53 | New |
| United Community Bank | 55 | $10.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 60 | $11.5K | 0.00% | +60 | New |
| SRS Capital Advisors, Inc. | 61 | $11.7K | 0.00% | +17+38.6% | Added |
| WR Wealth Planners, LLC | 65 | $12.4K | 0.01% | +65 | New |
| Larson Financial Group LLC | 69 | $13.2K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 69 | $13.2K | 0.00% | −40−36.7% | Reduced |
| Mascoma Wealth Management LLC | 67 | $13.9K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 74 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 74 | $14.2K | 0.00% | +65+722.2% | Added |
| Your Advocates Ltd., LLP | 75 | $14.3K | 0.01% | +75 | New |
| Schubert & Co | 76 | $14.5K | 0.01% | −5−6.2% | Reduced |
| Core Alternative Capital | 78 | $14.9K | 0.00% | +14+21.9% | Added |
| Cary Street Partner Investment Advisory LLC | 80 | $15.3K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 80 | $15.5K | 0.01% | +37+86.0% | Added |
| Colonial Trust Co | 82 | $15.7K | 0.00% | −3−3.5% | Reduced |
| Fairfield Financial Advisors, LTD | 88 | $16.8K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 93 | $17.8K | 0.00% | +93 | New |
| Covestor Ltd | 97 | $19.0K | 0.02% | −962−90.8% | Reduced |
| TCI Wealth Advisors, Inc. | 104 | $19.9K | 0.00% | +18+20.9% | Added |
| Ogorek Anthony Joseph | 109 | $20.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 111 | $21.0K | 0.02% | +111 | New |
| JFS Wealth Advisors, LLC | 114 | $21.8K | 0.00% | −4−3.4% | Reduced |
| Manchester Capital Management LLC | 115 | $22.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 116 | $22.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 121 | $22.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 121 | $23.1K | 0.00% | +10+9.0% | Added |
| Farmers & Merchants Investments Inc | 123 | $23.5K | 0.00% | −4−3.1% | Reduced |
| Glen Eagle Advisors, LLC | 130 | $24.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 130 | $24.9K | 0.01% | +28+27.5% | Added |
| Hollencrest Capital Management | 133 | $25.4K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 138 | $26.0K | 0.01% | +138 | New |
| Logan Capital Management Inc | 140 | $26.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 142 | $27.2K | 0.01% | +30+26.8% | Added |
| Hallmark Capital Management Inc | 143 | $27.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 143 | $27.4K | 0.00% | +143 | New |
| WealthPlan Investment Management, LLC | 144 | $27.5K | 0.00% | +144 | New |
| ZRC Wealth Management, LLC | 151 | $28.9K | 0.03% | +151 | New |
| City State Bank | 150 | $29.0K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 154 | $29.5K | 0.00% | +154 | New |
| Versant Capital Management, Inc | 156 | $29.8K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 162 | $31.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 152 | $32.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 170 | $32.5K | 0.00% | +139+448.4% | Added |
| Prestige Wealth Management Group LLC | 176 | $33.7K | 0.01% | +16+10.0% | Added |
| NVWM, LLC | 180 | $34.4K | 0.01% | +180 | New |
| BDO Wealth Advisors, LLC | 182 | $34.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 183 | $35.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 190 | $36.3K | 0.01% | −8−4.0% | Reduced |
| Hanseatic Management Services Inc | 192 | $37.0K | 0.08% | +2+1.1% | Added |
| Hoese & Co LLP | 200 | $37.5K | 0.04% | 00.0% | Unchanged |
| Riverview Trust Co | 197 | $37.7K | 0.03% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 197 | $37.7K | 0.01% | +197 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $38.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 200 | $38.3K | 0.00% | −15−7.0% | Reduced |
