| Asset Dedication, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 102,597 | $0 | 0.00% | −41,863−29.0% | Reduced |
| Covestor Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $333 | 0.00% | −78−95.1% | Reduced |
| Godsey & Gibb Associates | 5 | $417 | 0.00% | +5 | New |
| POM Investment Strategies, LLC | 7 | $583 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 7 | $584 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $666 | 0.00% | −44−84.6% | Reduced |
| Chilton Capital Management LLC | 8 | $667 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $830 | 0.00% | +10 | New |
| ICA Group Wealth Management, LLC | 10 | $833 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $834 | 0.00% | −14−58.3% | Reduced |
| NBT Bank N A | 11 | $916 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $916 | 0.00% | +11 | New |
| Clear Point Advisors Inc. | 12 | $999 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 13 | $1.00K | 0.00% | +13 | New |
| LifeSteps Financial, Inc. | 13 | $1.08K | 0.00% | +13 | New |
| True Wealth Design, LLC | 14 | $1.17K | 0.00% | +6+75.0% | Added |
| Glass Jacobson Investment Advisors llc | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 17 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 18 | $1.50K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 18 | $1.50K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 19 | $1.58K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 23 | $1.92K | 0.00% | +12+109.1% | Added |
| Pacific Center for Financial Services | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 25 | $2.08K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $2.08K | 0.00% | +25 | New |
| Nisa Investment Advisors, LLC | 26 | $2.17K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 26 | $2.17K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 26 | $2.17K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 27 | $2.25K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 29 | $2.42K | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 30 | $2.50K | 0.00% | +13+76.5% | Added |
| VisionPoint Advisory Group, LLC | 32 | $2.67K | 0.00% | +5+18.5% | Added |
| Northwest Investment Counselors, LLC | 32 | $2.67K | 0.00% | +32 | New |
| GPS Wealth Strategies Group, LLC | 33 | $2.75K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 34 | $2.83K | 0.00% | +6+21.4% | Added |
| Sunbelt Securities, Inc. | 34 | $2.83K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 31 | $3.00K | 0.00% | +31 | New |
| St Germain D J Co Inc | 37 | $3.08K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 40 | $3.33K | 0.00% | 00.0% | Unchanged |
| Trust Co | 40 | $3.33K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $3.33K | 0.00% | +40 | New |
| Evermay Wealth Management LLC | 41 | $3.42K | 0.00% | +20+95.2% | Added |
| Old Second National Bank of Aurora | 42 | $3.48K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 42 | $3.50K | 0.00% | +42 | New |
| Pacific Capital Wealth Advisors, Inc | 45 | $3.75K | 0.00% | +45 | New |
| Center for Financial Planning, Inc. | 45 | $3.75K | 0.00% | +25+125.0% | Added |
| Boyd Watterson Asset Management LLC | 46 | $3.83K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 48 | $3.91K | 0.00% | +48 | New |
| Credential Qtrade Securities Inc. | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 43 | $4.00K | 0.00% | +1+2.4% | Added |
| Hilltop National Bank | 50 | $4.17K | 0.00% | +50 | New |
| Oliver Lagore Vanvalin Investment Group | 56 | $4.66K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 56 | $4.66K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 57 | $4.75K | 0.00% | +57 | New |
| Bullock Wealth Management Group | 58 | $4.76K | 0.00% | +58 | New |
| Harbor Investment Advisory, LLC | 59 | $4.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 59 | $4.91K | 0.00% | +10+20.4% | Added |
| United Community Bank | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 61 | $5.08K | 0.00% | +61 | New |
| Standard Family Office LLC | 63 | $5.25K | 0.01% | +63 | New |
| Thompson Investment Management, Inc. | 65 | $5.41K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 66 | $5.50K | 0.00% | −84−56.0% | Reduced |
| SRS Capital Advisors, Inc. | 71 | $5.94K | 0.00% | −2−2.7% | Reduced |
| Bogart Wealth, LLC | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 77 | $6.41K | 0.00% | +3+4.1% | Added |
| Carolinas Wealth Consulting LLC | 78 | $6.51K | 0.00% | 00.0% | Unchanged |
| American National Bank | 80 | $6.66K | 0.00% | +80 | New |
| Citizens National Bank Trust Department | 80 | $6.66K | 0.00% | +80 | New |
| Householder Group Estate & Retirement Specialist, LLC | 82 | $6.83K | 0.00% | +24+41.4% | Added |
| Prestige Wealth Management Group LLC | 85 | $7.08K | 0.00% | −38−30.9% | Reduced |
| Sachetta, LLC | 97 | $7.58K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 93 | $7.75K | 0.00% | −47−33.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 105 | $8.24K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 104 | $8.66K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 106 | $8.80K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 113 | $9.41K | 0.00% | +2+1.8% | Added |
| Motco | 114 | $9.49K | 0.00% | −26−18.6% | Reduced |
| Archer Investment Corp | 118 | $9.83K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 125 | $10.4K | 0.00% | +125 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 130 | $10.8K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 138 | $11.5K | 0.01% | +41+42.3% | Added |
| MeadowBrook Investment Advisors LLC | 140 | $11.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 140 | $11.7K | 0.00% | −32−18.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 144 | $12.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 144 | $12.0K | 0.01% | −22−13.3% | Reduced |