| ClariVest Asset Management LLC | 5 | $0 | 0.00% | +5 | New |
| ZRC Wealth Management, LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Crewe Advisors LLC | 1 | $92 | 0.00% | −34−97.1% | Reduced |
| True Wealth Design, LLC | 4 | $367 | 0.00% | −1−20.0% | Reduced |
| American National Bank | 4 | $367 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $367 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $459 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $550 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $733 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | +5+41.7% | Added |
| TSFG, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11 | $1.01K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $1.10K | 0.00% | −9−42.9% | Reduced |
| Longfellow Investment Management Co LLC | 13 | $1.19K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 13 | $1.19K | 0.00% | +13 | New |
| Legacy Financial Group LLC | 14 | $1.31K | 0.00% | +14 | New |
| Annapolis Financial Services, LLC | 16 | $1.47K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 17 | $1.56K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 19 | $1.75K | 0.00% | −250−92.9% | Reduced |
| Gould Capital, LLC | 20 | $1.83K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $1.92K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 23 | $2.11K | 0.00% | −2−8.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 24 | $2.20K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $2.21K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 25 | $2.29K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 28 | $2.57K | 0.00% | +2+7.7% | Added |
| Ranger Investment Management, L.P. | 30 | $2.75K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $2.75K | 0.00% | +15+100.0% | Added |
| Gradient Investments LLC | 31 | $2.84K | 0.00% | +13+72.2% | Added |
| Column Capital Advisors, LLC | 32 | $2.93K | 0.00% | −6−15.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 32 | $2.93K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 32 | $2.93K | 0.00% | −3−8.6% | Reduced |
| Venturi Wealth Management, LLC | 35 | $3.21K | 0.00% | +35 | New |
| Headinvest, LLC | 39 | $3.57K | 0.00% | +39 | New |
| Raffa Wealth Management, LLC | 41 | $3.76K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 39 | $3.91K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 50 | $4.58K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 60 | $5.50K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 61 | $5.59K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $5.77K | 0.00% | +63 | New |
| AdvisorNet Financial, Inc | 65 | $5.96K | 0.00% | −127−66.1% | Reduced |
| SOA Wealth Advisors, LLC. | 70 | $6.41K | 0.00% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 76 | $7.00K | 0.02% | 00.0% | Unchanged |
| Steward Financial Group LLC | 77 | $7.00K | 0.00% | +77 | New |
| Barrett & Company, Inc. | 77 | $7.06K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 80 | $7.33K | 0.00% | −1,000−92.6% | Reduced |
| Larson Financial Group LLC | 80 | $7.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 91 | $8.35K | 0.00% | +4+4.6% | Added |
| VisionPoint Advisory Group, LLC | 95 | $8.71K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 93 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $9.16K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $9.16K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $9.16K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $9.16K | 0.00% | +100 | New |
| Earnest Partners LLC | 103 | $9.44K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $9.44K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 106 | $9.71K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 110 | $10.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 110 | $10.1K | 0.00% | −41−27.2% | Reduced |
| Logan Capital Management Inc | 125 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 132 | $12.1K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 139 | $12.7K | 0.01% | +21+17.8% | Added |
| IAG Wealth Partners, LLC | 140 | $12.8K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 144 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 149 | $13.7K | 0.00% | +149 | New |
| Stephenson National Bank & Trust | 150 | $13.7K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 151 | $13.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 157 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 155 | $14.2K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 160 | $14.7K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 170 | $15.6K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 176 | $16.1K | 0.00% | +4+2.3% | Added |
| Rogco, LP | 195 | $17.9K | 0.01% | +195 | New |
| Tower View Investment Management & Research LLC | 200 | $18.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 200 | $18.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 200 | $18.3K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 200 | $18.3K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 208 | $19.1K | 0.00% | +208 | New |
| Chilton Capital Management LLC | 220 | $20.2K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 227 | $20.8K | 0.00% | +62+37.6% | Added |
| Raleigh Capital Management Inc. | 229 | $21.0K | 0.01% | +229 | New |
| Bell Investment Advisors, Inc | 231 | $21.2K | 0.00% | −31−11.8% | Reduced |
| MCF Advisors LLC | 236 | $21.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 250 | $22.9K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 250 | $22.9K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 254 | $23.0K | 0.01% | +54+27.0% | Added |
| Quarry LP | 264 | $24.2K | 0.02% | +264 | New |
| Addison Advisors LLC | 268 | $24.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 277 | $25.4K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 288 | $26.4K | 0.00% | −415−59.0% | Reduced |
| Harbor Investment Advisory, LLC | 290 | $26.6K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 300 | $27.0K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 299 | $27.4K | 0.00% | +251+522.9% | Added |
| DT Investment Partners, LLC | 306 | $28.0K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 316 | $29.0K | 0.02% | −215−40.5% | Reduced |
| State of Wyoming | 316 | $29.0K | 0.01% | +316 | New |
| Thompson Investment Management, Inc. | 343 | $31.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 344 | $32.0K | 0.02% | −15−4.2% | Reduced |
| Quintet Private Bank (Europe) S.A. | 353 | $32.4K | 0.00% | +9+2.6% | Added |