| WestEnd Advisors, LLC | 1 | $350 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $350 | 0.00% | +1 | New |
| Trust Co of Vermont | 2 | $701 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2 | $701 | 0.00% | +2 | New |
| HBC Financial Services, PLLC | 5 | $1.00K | 0.00% | −10−66.7% | Reduced |
| PEAK6 Investments LLC | 3 | $1.02K | 0.00% | +1+50.0% | Added |
| Gradient Investments LLC | 3 | $1.05K | 0.00% | −2−40.0% | Reduced |
| Triad Wealth Partners, LLC | 3 | $1.05K | 0.00% | +3 | New |
| Duncker Streett & Co Inc | 4 | $1.40K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 4 | $1.40K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 4 | $1.40K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 5 | $1.75K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $2.10K | 0.00% | −1−14.3% | Reduced |
| Lynx Investment Advisory | 6 | $2.10K | 0.00% | +6 | New |
| Longfellow Investment Management Co LLC | 7 | $2.45K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $2.45K | 0.00% | −6−46.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 8 | $2.80K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8 | $2.80K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $2.80K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 8 | $2.80K | 0.00% | +8 | New |
| Ogorek Anthony Joseph | 11 | $3.00K | 0.00% | −63−85.1% | Reduced |
| St Germain D J Co Inc | 9 | $3.15K | 0.00% | −9−50.0% | Reduced |
| Custom Portfolio Group LLC | 9 | $3.15K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 10 | $3.50K | 0.00% | +10 | New |
| Financial Network Wealth Advisors LLC | 10 | $3.50K | 0.00% | +10 | New |
| Householder Group Estate & Retirement Specialist, LLC | 13 | $4.00K | 0.00% | +2+18.2% | Added |
| Global Wealth Strategies & Associates | 13 | $4.56K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 14 | $4.91K | 0.00% | +14 | New |
| Capital Analysts, LLC | 15 | $5.00K | 0.00% | +15 | New |
| Colonial Trust Co | 15 | $5.13K | 0.00% | +6+66.7% | Added |
| Wetzel Investment Advisors, Inc. | 18 | $5.22K | 0.00% | 00.0% | Unchanged |
| Chris Bulman Inc | 15 | $5.26K | 0.00% | +15 | New |
| Moisand Fitzgerald Tamayo, LLC | 15 | $5.26K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 16 | $5.61K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 16 | $5.61K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 17 | $5.96K | 0.00% | −2−10.5% | Reduced |
| Washington Trust Co | 20 | $7.01K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 20 | $7.01K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $7.01K | 0.00% | +4+25.0% | Added |
| Cape Investment Advisory, Inc. | 21 | $7.36K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 22 | $7.71K | 0.00% | +1+4.8% | Added |
| Hobbs Group Advisors, LLC | 23 | $8.06K | 0.00% | +23 | New |
| Richardson Financial Services Inc. | 24 | $8.41K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $8.41K | 0.00% | +10+71.4% | Added |
| Westside Investment Management, Inc. | 25 | $8.76K | 0.00% | +18+257.1% | Added |
| Hershey Financial Advisers, LLC | 25 | $8.76K | 0.01% | +25 | New |
| Raffa Wealth Management, LLC | 26 | $9.11K | 0.00% | −2−7.1% | Reduced |
| Deseret Mutual Benefit Administrators | 26 | $9.11K | 0.00% | +26 | New |
| Institutional & Family Asset Management, LLC | 27 | $9.46K | 0.00% | +11+68.8% | Added |
| EnRich Financial Partners LLC | 27 | $9.46K | 0.00% | +27 | New |
| Dunhill Financial, LLC | 28 | $9.78K | 0.01% | +4+16.7% | Added |
| Harbor Investment Advisory, LLC | 30 | $10.5K | 0.00% | −14−31.8% | Reduced |
| Avion Wealth | 33 | $11.0K | 0.00% | +8+32.0% | Added |
| Alaska Permanent Fund Corp | 32 | $11.1K | 0.00% | −94−74.6% | Reduced |
| Signature Resources Capital Management, LLC | 32 | $11.2K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 33 | $11.4K | 0.00% | +18+120.0% | Added |
| Stone House Investment Management, LLC | 33 | $11.6K | 0.00% | +13+65.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 34 | $12.1K | 0.00% | +2+6.3% | Added |
| First Foundation Advisors | 36 | $12.6K | 0.00% | −26−41.9% | Reduced |
| Financial Perspectives, Inc | 36 | $12.6K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 36 | $12.6K | 0.01% | +36 | New |
| Continuum Advisory, LLC | 37 | $13.0K | 0.00% | −14−27.5% | Reduced |
| HighMark Wealth Management LLC | 37 | $13.0K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 38 | $13.3K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 40 | $14.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 40 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 46 | $14.3K | 0.01% | +35+318.2% | Added |
| Kelly Financial Services LLC | 41 | $14.4K | 0.01% | +34+485.7% | Added |
| AdvisorNet Financial, Inc | 43 | $15.1K | 0.00% | −5−10.4% | Reduced |
| Wolff Wiese Magana LLC | 43 | $15.1K | 0.01% | +4+10.3% | Added |
| Grove Bank & Trust | 45 | $15.8K | 0.00% | −8−15.1% | Reduced |
| Creekmur Asset Management LLC | 45 | $15.8K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 46 | $16.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 46 | $16.1K | 0.00% | −5−9.8% | Reduced |
| Broadwater Capital Management LLC | 48 | $16.8K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 50 | $17.8K | 0.00% | +45+900.0% | Added |
| FinTrust Capital Advisors, LLC | 52 | $18.2K | 0.00% | +24+85.7% | Added |
| Aspect Partners, LLC | 52 | $18.2K | 0.01% | +10+23.8% | Added |
| Capital Advisors, Ltd. LLC | 53 | $19.0K | 0.00% | −3−5.4% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 61 | $21.4K | 0.00% | +35+134.6% | Added |
| Opal Wealth Advisors, LLC | 61 | $21.4K | 0.01% | +61 | New |
| VisionPoint Advisory Group, LLC | 64 | $22.4K | 0.01% | +50+357.1% | Added |
| New Millennium Group LLC | 65 | $22.8K | 0.01% | +65 | New |
| Global Financial Private Client, LLC | 73 | $25.6K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 75 | $26.3K | 0.02% | +75 | New |
| Cornerstone Planning Group LLC | 85 | $26.8K | 0.01% | −36−29.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 77 | $27.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 78 | $27.3K | 0.01% | +65+500.0% | Added |
| LGT Financial Advisors LLC | 78 | $27.3K | 0.06% | +78 | New |
| Jamison Private Wealth Management, Inc. | 80 | $28.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 88 | $30.8K | 0.00% | +8+10.0% | Added |
| VitalStone Financial, LLC | 90 | $31.5K | 0.02% | −1,092−92.4% | Reduced |
| Armstrong Advisory Group, Inc | 91 | $31.9K | 0.00% | +20+28.2% | Added |
| Benjamin Edwards Inc | 90 | $32.0K | 0.01% | +1+1.1% | Added |
| Salomon & Ludwin, LLC | 92 | $32.2K | 0.00% | −14−13.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 92 | $32.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 93 | $32.5K | 0.01% | +1+1.1% | Added |