| JNBA Financial Advisors | 5 | $177 | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 10 | $297 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $354 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 10 | $355 | 0.00% | −22−68.8% | Reduced |
| Orion Capital Management LLC | 11 | $389 | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $459 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 13 | $460 | 0.00% | +13 | New |
| True Wealth Design, LLC | 14 | $495 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 16 | $566 | 0.00% | +16 | New |
| Global Financial Private Client, LLC | 17 | $588 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 26 | $909 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 29 | $917 | 0.00% | +24+480.0% | Added |
| Jones Financial Companies LLLP | 26 | $918 | 0.00% | +26 | New |
| Capital Advisors, Ltd. LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 34 | $1.20K | 0.00% | +34 | New |
| Jackson, Grant Investment Advisers, Inc. | 43 | $1.52K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 43 | $1.52K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 44 | $1.55K | 0.00% | +44 | New |
| First Manhattan Co | 46 | $1.62K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 53 | $1.68K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 49 | $1.73K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $1.78K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 55 | $1.94K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $2.00K | 0.00% | +50 | New |
| Headinvest, LLC | 58 | $2.00K | 0.00% | +58 | New |
| Toth Financial Advisory Corp | 60 | $2.12K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 64 | $2.26K | 0.00% | +64 | New |
| Prestige Wealth Management Group LLC | 65 | $2.30K | 0.00% | +17+35.4% | Added |
| Plante Moran Financial Advisors, LLC | 68 | $2.40K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 71 | $2.44K | 0.00% | −96−57.5% | Reduced |
| Exchange Traded Concepts, LLC | 73 | $2.58K | 0.00% | +20+37.7% | Added |
| Trifecta Capital Advisors, LLC | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 98 | $3.46K | 0.00% | +35+55.6% | Added |
| Headlands Technologies LLC | 100 | $3.53K | 0.00% | −34,346−99.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 100 | $3.53K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $3.53K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 106 | $3.74K | 0.00% | −35−24.8% | Reduced |
| Focused Wealth Management, Inc | 112 | $3.95K | 0.00% | +1+0.9% | Added |
| Tortoise Investment Management, LLC | 113 | $3.99K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 113 | $4.00K | 0.00% | −230−67.1% | Reduced |
| Sunbelt Securities, Inc. | 118 | $4.17K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 127 | $4.49K | 0.00% | +57+81.4% | Added |
| Avion Wealth | 149 | $5.00K | 0.00% | +36+31.9% | Added |
| Larson Financial Group LLC | 142 | $5.01K | 0.00% | +142 | New |
| Abound Wealth Management | 148 | $5.23K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 150 | $5.30K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 156 | $5.51K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 166 | $5.86K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 172 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 182 | $6.43K | 0.00% | +28+18.2% | Added |
| Earnest Partners LLC | 194 | $6.85K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $7.06K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 200 | $7.06K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 201 | $7.10K | 0.00% | −1,512−88.3% | Reduced |
| Harbour Investments, Inc. | 208 | $7.35K | 0.00% | +15+7.8% | Added |
| Atlantic Trust, LLC | 226 | $7.98K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 228 | $8.00K | 0.00% | −118−34.1% | Reduced |
| KB Financial Partners, LLC | 217 | $8.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 215 | $8.00K | 0.00% | +215 | New |
| Householder Group Estate & Retirement Specialist, LLC | 228 | $8.05K | 0.00% | +228 | New |
| Venturi Wealth Management, LLC | 233 | $8.23K | 0.00% | +25+12.0% | Added |
| Jamison Private Wealth Management, Inc. | 257 | $9.08K | 0.00% | +257 | New |
| Bell Investment Advisors, Inc | 275 | $9.71K | 0.00% | −56−16.9% | Reduced |
| Asset Dedication, LLC | 278 | $10.0K | 0.00% | +231+491.5% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 267 | $10.0K | 0.01% | +267 | New |
| Central Bank & Trust Co | 292 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 322 | $11.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 319 | $11.0K | 0.00% | +319 | New |
| Activest Wealth Management | 318 | $11.2K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 321 | $11.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 327 | $11.6K | 0.00% | +64+24.3% | Added |
| Hexagon Capital Partners LLC | 330 | $11.7K | 0.00% | −88−21.1% | Reduced |
| Cambridge Trust Co | 352 | $12.4K | 0.00% | +352 | New |
| Winch Advisory Services, LLC | 364 | $13.0K | 0.00% | +2+0.6% | Added |
| Colonial Trust Co | 359 | $13.4K | 0.00% | +62+20.9% | Added |
| ORG Partners LLC | 382 | $13.5K | 0.00% | −389−50.5% | Reduced |
| Geneos Wealth Management Inc. | 401 | $14.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 422 | $14.9K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 428 | $15.1K | 0.00% | −2,616−85.9% | Reduced |
| AdvisorNet Financial, Inc | 430 | $15.2K | 0.00% | −90−17.3% | Reduced |
| Pinnacle Bancorp, Inc. | 482 | $17.0K | 0.01% | −84−14.8% | Reduced |
| GHP Investment Advisors, Inc. | 498 | $17.4K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 500 | $17.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 503 | $18.0K | 0.01% | +1+0.2% | Added |
| Desjardins Global Asset Management Inc. | 516 | $18.2K | 0.00% | −11,366−95.7% | Reduced |
| Quarry LP | 519 | $18.3K | 0.01% | −613−54.2% | Reduced |
| Sittner & Nelson, LLC | 524 | $18.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 532 | $18.8K | 0.00% | −440−45.3% | Reduced |
| Hall Laurie J Trustee | 800 | $19.0K | 0.01% | +800 | New |
| MV Capital Management, Inc. | 552 | $19.5K | 0.00% | +38+7.4% | Added |
| Farther Finance Advisors, LLC | 582 | $20.6K | 0.00% | +120+26.0% | Added |
| Red Tortoise LLC | 592 | $20.9K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 600 | $21.2K | 0.00% | +131+27.9% | Added |
| Bay Harbor Wealth Management, LLC | 618 | $21.8K | 0.01% | +618 | New |
| GW&K Investment Management, LLC | 609 | $22.0K | 0.00% | +318+109.3% | Added |
| Marquette Asset Management, LLC | 625 | $22.1K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 688 | $24.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 695 | $24.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 703 | $24.8K | 0.02% | +168+31.4% | Added |