| Asset Dedication, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $299 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $658 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 15 | $883 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 16 | $955 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 60 | $1.07K | 0.00% | −3−4.8% | Reduced |
| Toth Financial Advisory Corp | 25 | $1.49K | 0.00% | +25 | New |
| Cherry Tree Wealth Management, LLC | 26 | $1.55K | 0.00% | +26 | New |
| Quent Capital, LLC | 27 | $1.61K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 29 | $1.71K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 31 | $1.84K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 34 | $2.03K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 35 | $2.09K | 0.00% | +35 | New |
| Horan Securities, Inc. | 39 | $2.33K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $2.39K | 0.00% | +40 | New |
| Abound Wealth Management | 40 | $2.39K | 0.00% | +40 | New |
| Western Pacific Wealth Management, LP | 45 | $2.69K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $2.98K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $2.98K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 59 | $3.53K | 0.00% | −76−56.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 59 | $3.58K | 0.00% | +52+742.9% | Added |
| Brown Brothers Harriman & Co | 60 | $3.58K | 0.00% | −476−88.8% | Reduced |
| Annapolis Financial Services, LLC | 72 | $4.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 80 | $4.77K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 81 | $4.83K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 83 | $4.95K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 84 | $5.01K | 0.00% | +32+61.5% | Added |
| Bell Investment Advisors, Inc | 84 | $5.01K | 0.00% | −5−5.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 85 | $5.07K | 0.00% | −75−46.9% | Reduced |
| Archer Investment Corp | 90 | $5.37K | 0.00% | +90 | New |
| Retirement Group, LLC | 92 | $5.49K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 92 | $5.49K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $5.97K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $5.97K | 0.00% | +100 | New |
| ICA Group Wealth Management, LLC | 100 | $5.97K | 0.00% | +100 | New |
| Benjamin Edwards Inc | 94 | $6.00K | 0.00% | −129−57.8% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 108 | $6.44K | 0.00% | +108 | New |
| Old Point Trust & Financial Services N A | 143 | $8.53K | 0.00% | +143 | New |
| Global Wealth Strategies & Associates | 144 | $8.59K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 144 | $8.59K | 0.00% | −178−55.3% | Reduced |
| Lazard Asset Management LLC | 168 | $10.0K | 0.00% | +44+35.5% | Added |
| Wolff Wiese Magana LLC | 173 | $10.3K | 0.01% | +173 | New |
| Clearview Wealth Advisors LLC | 176 | $10.5K | 0.01% | +176 | New |
| Prostatis Group LLC | 10,681 | $10.7K | 0.00% | +10,681 | New |
| Washington Trust Advisors, Inc. | 181 | $10.8K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 190 | $11.3K | 0.00% | +190 | New |
| Stephens Consulting, LLC | 200 | $11.9K | 0.00% | +200 | New |
| AlphaMark Advisors, LLC | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 203 | $12.1K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 234 | $13.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 218 | $13.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 229 | $13.7K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 240 | $14.0K | 0.00% | +240 | New |
| McIlrath & Eck, LLC | 239 | $14.3K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 243 | $14.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 248 | $14.8K | 0.00% | 00.0% | Unchanged |
| Trust Co | 249 | $14.9K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 250 | $14.9K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 250 | $14.9K | 0.00% | +250 | New |
| Clearstead Advisors, LLC | 254 | $15.2K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 282 | $17.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 293 | $17.0K | 0.00% | +293 | New |
| Safeguard Financial, LLC | 287 | $17.0K | 0.01% | +287 | New |
| Bellevue Asset Management, LLC | 297 | $17.7K | 0.01% | 00.0% | Unchanged |
| Norwood Financial Corp | 300 | $17.9K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 307 | $18.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 351 | $21.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 365 | $21.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 368 | $22.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 369 | $22.0K | 0.00% | −30−7.5% | Reduced |
| Viking Fund Management LLC | 370 | $22.1K | 0.00% | +370 | New |
| CoreFirst Bank & Trust | 379 | $22.6K | 0.02% | +200+111.7% | Added |
| Ameliora Wealth Management Ltd. | 380 | $22.7K | 0.01% | −380−50.0% | Reduced |
| McMillion Capital Management Inc | 400 | $23.9K | 0.02% | +400 | New |
| Ancora Advisors, LLC | 409 | $24.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 420 | $25.1K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 425 | $25.4K | 0.00% | −50−10.5% | Reduced |
| First Manhattan Co | 443 | $26.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 465 | $27.7K | 0.02% | +330+244.4% | Added |
| Sutton Wealth Advisors Inc. | 492 | $29.4K | 0.01% | +492 | New |
| Center for Financial Planning, Inc. | 500 | $29.8K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 500 | $29.8K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 516 | $30.8K | 0.00% | +386+296.9% | Added |
| Tradition Wealth Management, LLC | 522 | $31.0K | 0.00% | +303+138.4% | Added |
| Farther Finance Advisors, LLC | 525 | $31.3K | 0.01% | −222−29.7% | Reduced |
| Bray Capital Advisors | 535 | $31.9K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 539 | $32.2K | 0.01% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 547 | $32.6K | 0.03% | +547 | New |
| Coppell Advisory Solutions LLC | 555 | $33.1K | 0.01% | +555 | New |
| Resurgent Financial Advisors LLC | 556 | $33.2K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 566 | $33.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 579 | $34.5K | 0.00% | −413−41.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 584 | $34.8K | 0.02% | +584 | New |
| Avion Wealth | 589 | $35.0K | 0.01% | −2,500−80.9% | Reduced |
| Armstrong Advisory Group, Inc | 606 | $36.2K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 650 | $38.8K | 0.01% | 00.0% | Unchanged |