| West Branch Capital LLC | 1 | $219 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $384 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $384 | 0.00% | +1 | New |
| Annapolis Financial Services, LLC | 1 | $492 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 2 | $767 | 0.00% | +2 | New |
| Claris Advisors, LLC | 2 | $768 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $886 | 0.00% | −1−33.3% | Reduced |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | −371−98.7% | Reduced |
| HBC Financial Services, PLLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 3 | $1.15K | 0.00% | +3 | New |
| Gordian Capital Singapore Pte Ltd | 3 | $1.15K | 0.00% | +3 | New |
| Duncker Streett & Co Inc | 4 | $1.53K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 4 | $1.53K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 4 | $1.53K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 4 | $1.53K | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 4 | $1.54K | 0.00% | +4 | New |
| 1620 Investment Advisors, Inc. | 4 | $1.59K | 0.00% | +4 | New |
| Perkins Coie Trust Co | 5 | $1.92K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $1.92K | 0.00% | +4+400.0% | Added |
| Capital Analysts, LLC | 5 | $2.00K | 0.00% | −10−66.7% | Reduced |
| Longfellow Investment Management Co LLC | 7 | $2.69K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 7 | $2.69K | 0.00% | +7 | New |
| Horrell Capital Management, Inc. | 8 | $3.00K | 0.00% | +1+14.3% | Added |
| Caldwell Sutter Capital, Inc. | 8 | $3.07K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 8 | $3.07K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $3.07K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 9 | $3.45K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 9 | $3.56K | 0.00% | +9 | New |
| Legacy Wealth Managment, LLC | 9 | $3.56K | 0.00% | +9 | New |
| Your Advocates Ltd., LLP | 10 | $3.84K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $4.22K | 0.00% | +1+10.0% | Added |
| Prestige Wealth Management Group LLC | 11 | $4.22K | 0.00% | +4+57.1% | Added |
| Activest Wealth Management | 12 | $4.58K | 0.00% | +12 | New |
| Global Wealth Strategies & Associates | 13 | $4.99K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 14 | $5.37K | 0.00% | −9−39.1% | Reduced |
| Glen Eagle Advisors, LLC | 14 | $5.37K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 15 | $5.76K | 0.00% | +15 | New |
| Moisand Fitzgerald Tamayo, LLC | 15 | $5.76K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 16 | $6.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $6.14K | 0.00% | −1−5.9% | Reduced |
| Washington Trust Co | 20 | $7.68K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20 | $7.68K | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 20 | $7.68K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 21 | $8.06K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 24 | $8.41K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $8.45K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $8.46K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 23 | $8.83K | 0.01% | +3+15.0% | Added |
| Carmichael Hill & Associates, Inc. | 25 | $9.60K | 0.00% | −52−67.5% | Reduced |
| MCF Advisors LLC | 25 | $9.60K | 0.00% | +1+4.2% | Added |
| Raffa Wealth Management, LLC | 26 | $9.98K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 28 | $10.7K | 0.00% | −2−6.7% | Reduced |
| Reuter James Wealth Management, LLC | 30 | $11.5K | 0.00% | +30 | New |
| Deseret Mutual Benefit Administrators | 31 | $11.9K | 0.01% | +5+19.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $12.1K | 0.00% | −3−8.8% | Reduced |
| HighMark Wealth Management LLC | 32 | $12.3K | 0.01% | −5−13.5% | Reduced |
| Signature Resources Capital Management, LLC | 32 | $12.3K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 32 | $12.3K | 0.00% | 00.0% | Unchanged |
| Trust Co | 32 | $12.3K | 0.00% | +32 | New |
| DT Investment Partners, LLC | 32 | $12.3K | 0.00% | +32 | New |
| Stone House Investment Management, LLC | 33 | $12.7K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 34 | $13.0K | 0.00% | −6−15.0% | Reduced |
| Avion Wealth | 36 | $13.0K | 0.00% | +3+9.1% | Added |
| New Age Alpha Advisors, LLC | 36 | $13.8K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 36 | $13.8K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 39 | $15.0K | 0.01% | −1−2.5% | Reduced |
| Sachetta, LLC | 39 | $15.0K | 0.01% | −7−15.2% | Reduced |
| Globeflex Capital L P | 40 | $15.4K | 0.00% | −6−13.0% | Reduced |
| Carolinas Wealth Consulting LLC | 41 | $15.7K | 0.00% | −5−10.9% | Reduced |
| Integrated Investment Consultants, LLC | 10,528 | $15.9K | 0.00% | +10,528 | New |
| Voisard Asset Management Group, Inc. | 42 | $16.1K | 0.01% | +4+10.5% | Added |
| Creekmur Asset Management LLC | 45 | $17.3K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 45 | $17.3K | 0.00% | +45 | New |
| Cornerstone Planning Group LLC | 45 | $18.1K | 0.00% | −40−47.1% | Reduced |
| Broadwater Capital Management LLC | 48 | $18.4K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 51 | $19.4K | 0.01% | +23+82.1% | Added |
| AdvisorNet Financial, Inc | 51 | $19.6K | 0.00% | +8+18.6% | Added |
| FinTrust Capital Advisors, LLC | 52 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 54 | $20.7K | 0.01% | −151−73.7% | Reduced |
| Capstone Investment Advisors, LLC | 55 | $21.1K | 0.00% | −724−92.9% | Reduced |
| Grove Bank & Trust | 56 | $21.5K | 0.00% | +11+24.4% | Added |
| Capital Advisors, Ltd. LLC | 57 | $22.0K | 0.00% | +4+7.5% | Added |
| Hemington Wealth Management | 62 | $23.0K | 0.01% | +62 | New |
| Pacific Capital Wealth Advisors, Inc | 61 | $23.4K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 62 | $23.8K | 0.01% | +10+19.2% | Added |
| Northwest Financial Advisors | 64 | $24.6K | 0.02% | +64 | New |
| New Millennium Group LLC | 65 | $24.9K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 66 | $25.3K | 0.00% | +64+3,200.0% | Added |
| Cranbrook Wealth Management, LLC | 66 | $25.3K | 0.01% | +66 | New |
| Global Financial Private Client, LLC | 73 | $28.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 75 | $28.8K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 78 | $29.9K | 0.01% | +78 | New |
| Jamison Private Wealth Management, Inc. | 80 | $30.7K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 82 | $31.5K | 0.00% | −69−45.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 85 | $32.0K | 0.01% | +72+553.8% | Added |
| Baldwin Brothers Inc | 85 | $32.6K | 0.00% | −3−3.4% | Reduced |
| Caitlin John, LLC | 87 | $34.4K | 0.02% | +87 | New |
| Cassady Schiller Wealth Management, LLC | 92 | $35.3K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 93 | $35.7K | 0.00% | +2+2.2% | Added |
| Byrne Asset Management LLC | 95 | $36.5K | 0.02% | 00.0% | Unchanged |
