| GW&K Investment Management, LLC | 1 | $0 | 0.00% | −47−97.9% | Reduced |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $333 | 0.00% | – | – |
| Wolff Wiese Magana LLC | 1 | $333 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $333 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $333 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $562 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $659 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2 | $666 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 2 | $666 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3 | $998 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 3 | $998 | 0.00% | +3 | New |
| Toth Financial Advisory Corp | 3 | $999 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $1.33K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4 | $1.33K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $1.33K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.33K | 0.00% | +4 | New |
| Capstone Investment Advisors, LLC | 5 | $1.66K | 0.00% | −356−98.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 5 | $1.66K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 5 | $1.66K | 0.00% | +5 | New |
| Stonebridge Capital Advisors LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| Coston, McIsaac & Partners | 7 | $2.00K | 0.00% | +7 | New |
| Gradient Investments LLC | 7 | $2.33K | 0.00% | +4+133.3% | Added |
| DT Investment Partners, LLC | 9 | $2.83K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $3.00K | 0.00% | −120−93.8% | Reduced |
| HHM Wealth Advisors, LLC | 10 | $3.33K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 10 | $3.33K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $3.66K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 11 | $3.66K | 0.00% | +11 | New |
| Atlas Capital Advisors LLC | 12 | $3.99K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $3.99K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $3.99K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 12 | $3.99K | 0.00% | +12 | New |
| KB Financial Partners, LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $4.33K | 0.00% | +4+44.4% | Added |
| West Branch Capital LLC | 14 | $4.66K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15 | $4.99K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 15 | $4.99K | 0.00% | +2+15.4% | Added |
| Steward Financial Group LLC | 17 | $5.00K | 0.00% | +13+325.0% | Added |
| Credential Qtrade Securities Inc. | 16 | $5.32K | 0.00% | +16 | New |
| Disciplined Investments, LLC | 16 | $5.33K | 0.00% | +10+166.7% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 17 | $5.66K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 17 | $5.66K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 18 | $5.99K | 0.00% | +18 | New |
| Quarry LP | 18 | $5.99K | 0.00% | +18 | New |
| Tower View Investment Management & Research LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 19 | $6.32K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 19 | $6.32K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $7.32K | 0.00% | −18−45.0% | Reduced |
| Montag A & Associates Inc | 22 | $7.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $7.32K | 0.00% | +3+15.8% | Added |
| Laurel Wealth Advisors LLC | 23 | $7.66K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 25 | $8.32K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $8.32K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $8.32K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 26 | $8.65K | 0.00% | +26 | New |
| China Universal Asset Management Co., Ltd. | 26 | $8.65K | 0.00% | +26 | New |
| Tradition Wealth Management, LLC | 28 | $9.00K | 0.00% | +1+3.7% | Added |
| Creative Financial Designs Inc | 28 | $9.32K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 28 | $9.32K | 0.00% | +8+40.0% | Added |
| Red Tortoise LLC | 29 | $9.65K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 30 | $9.98K | 0.00% | +30 | New |
| Annapolis Financial Services, LLC | 32 | $10.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 32 | $10.7K | 0.00% | +29+966.7% | Added |
| Solstein Capital, LLC | 33 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 33 | $11.0K | 0.00% | +33 | New |
| MV Capital Management, Inc. | 35 | $11.6K | 0.00% | +7+25.0% | Added |
| Sunbelt Securities, Inc. | 36 | $11.7K | 0.00% | +36 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 37 | $12.3K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 39 | $13.0K | 0.01% | +15+62.5% | Added |
| Group One Trading, L.P. | 39 | $13.0K | 0.00% | +39 | New |
| Financial Management Professionals, Inc. | 39 | $13.0K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 42 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 44 | $14.6K | 0.00% | +13+41.9% | Added |
| Strengthening Families & Communities, LLC | 46 | $15.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 46 | $15.3K | 0.00% | −30−39.5% | Reduced |
| WR Wealth Planners, LLC | 47 | $15.6K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 51 | $17.0K | 0.00% | −17−25.0% | Reduced |
| Riverview Trust Co | 53 | $17.6K | 0.02% | +53 | New |
| Webster Bank, N. A. | 54 | $18.0K | 0.00% | −829−93.9% | Reduced |
| Farmers & Merchants Investments Inc | 56 | $18.6K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 57 | $19.0K | 0.00% | +57 | New |
| Bell Investment Advisors, Inc | 58 | $19.3K | 0.00% | +2+3.6% | Added |
| GWM Advisors LLC | 61 | $20.3K | 0.00% | −201−76.7% | Reduced |
| Ancora Advisors, LLC | 69 | $23.0K | 0.00% | +20+40.8% | Added |
| Zions Bancorporation, N.A. | 71 | $23.6K | 0.00% | −5−6.6% | Reduced |
| Key Financial Inc | 79 | $26.3K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 82 | $27.3K | 0.00% | +13+18.8% | Added |
| JJJ Advisors Inc. | 87 | $27.6K | 0.01% | +10+13.0% | Added |
| Achmea Investment Management B.V. | 91 | $30.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 94 | $31.3K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 99 | $32.9K | 0.00% | +36+57.1% | Added |
| Cambridge Trust Co | 100 | $33.3K | 0.00% | 00.0% | Unchanged |