| Carmichael Hill & Associates, Inc. | 1 | $102 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1 | $102 | 0.00% | +1 | New |
| Lee Financial Co | 2 | $205 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $205 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $307 | 0.00% | +1+50.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 4 | $410 | 0.00% | +4 | New |
| Atlas Capital Advisors LLC | 6 | $614 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $614 | 0.00% | +2+50.0% | Added |
| Baker Avenue Asset Management, LP | 6 | $614 | 0.00% | +6 | New |
| North Star Investment Management Corp. | 7 | $717 | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 7 | $717 | 0.00% | +7 | New |
| Heritage Wealth Management, LLC | 8 | $819 | 0.00% | +4+100.0% | Added |
| Lazard Asset Management LLC | 11 | $1.00K | 0.00% | +11 | New |
| Abound Wealth Management | 10 | $1.03K | 0.00% | −2−16.7% | Reduced |
| Sutton Wealth Advisors Inc. | 14 | $1.43K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 15 | $1.58K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 19 | $1.95K | 0.00% | −5−20.8% | Reduced |
| Capital Advisors, Ltd. LLC | 16 | $2.00K | 0.00% | −11−40.7% | Reduced |
| MV Capital Management, Inc. | 20 | $2.05K | 0.00% | +7+53.8% | Added |
| Versant Capital Management, Inc | 21 | $2.15K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 21 | $2.15K | 0.00% | +16+320.0% | Added |
| Raffa Wealth Management, LLC | 23 | $2.35K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 23 | $2.35K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 24 | $2.46K | 0.00% | +24 | New |
| Sound Income Strategies, LLC | 25 | $2.56K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 27 | $2.77K | 0.00% | +27 | New |
| Providence Capital Advisors, LLC | 28 | $2.89K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 30 | $3.07K | 0.00% | −14−31.8% | Reduced |
| DT Investment Partners, LLC | 30 | $3.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $3.17K | 0.00% | +15+93.8% | Added |
| Gradient Investments LLC | 31 | $3.17K | 0.00% | +31 | New |
| Schubert & Co | 40 | $4.10K | 0.00% | +27+207.7% | Added |
| Fortis Capital Advisors, LLC | 40 | $4.10K | 0.00% | +40 | New |
| FWL Investment Management, LLC | 41 | $4.20K | 0.00% | +41 | New |
| Montag A & Associates Inc | 42 | $4.33K | 0.00% | +42 | New |
| CVA Family Office, LLC | 45 | $4.61K | 0.00% | −10−18.2% | Reduced |
| TCI Wealth Advisors, Inc. | 46 | $4.71K | 0.00% | +1+2.2% | Added |
| Norway Savings Bank | 46 | $4.71K | 0.00% | +46 | New |
| Kathleen S. Wright Associates Inc. | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 49 | $5.02K | 0.00% | +49 | New |
| Luken Investment Analytics, LLC | 49 | $5.02K | 0.00% | +49 | New |
| CNB Bank | 50 | $5.12K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 53 | $5.43K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 57 | $5.84K | 0.00% | +57 | New |
| EverSource Wealth Advisors, LLC | 58 | $5.94K | 0.00% | +20+52.6% | Added |
| Oakworth Capital, Inc. | 59 | $6.04K | 0.00% | +59 | New |
| JFS Wealth Advisors, LLC | 60 | $6.14K | 0.00% | +45+300.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 63 | $6.49K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $7.47K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 75 | $7.68K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 70 | $7.74K | 0.00% | +70 | New |
| RWM Asset Management, LLC | 78 | $7.99K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 79 | $8.13K | 0.00% | +7+9.7% | Added |
| Global Retirement Partners, LLC | 80 | $8.15K | 0.00% | +1+1.3% | Added |
| Sanctuary Wealth Management, L.L.C. | 80 | $8.19K | 0.01% | +80 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 90 | $9.00K | 0.08% | −100−52.6% | Reduced |
| Baystate Wealth Management LLC | 90 | $9.00K | 0.00% | +10+12.5% | Added |
| Hexagon Capital Partners LLC | 90 | $9.21K | 0.00% | −66−42.3% | Reduced |
| Stonebridge Capital Advisors LLC | 90 | $9.21K | 0.00% | +8+9.8% | Added |
| Miller Wealth Advisors, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 99 | $10.1K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $10.2K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 110 | $11.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 115 | $12.0K | 0.00% | +115 | New |
| Advisory Services Network, LLC | 123 | $12.6K | 0.00% | +123 | New |
| Riverview Trust Co | 130 | $13.0K | 0.01% | +130 | New |
| Quent Capital, LLC | 138 | $14.2K | 0.00% | +1+0.7% | Added |
| Kelly Financial Services LLC | 140 | $14.3K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 142 | $14.5K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 144 | $14.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 146 | $14.9K | 0.00% | −15−9.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 146 | $14.9K | 0.01% | +38+35.2% | Added |
| Covestor Ltd | 145 | $15.0K | 0.01% | −310−68.1% | Reduced |
| Asset Dedication, LLC | 150 | $15.0K | 0.00% | +36+31.6% | Added |
| Clear Street Markets LLC | 160 | $16.0K | 0.00% | −40−20.0% | Reduced |
| Leelyn Smith, LLC | 160 | $16.4K | 0.00% | −80−33.3% | Reduced |
| Parkside Financial Bank & Trust | 171 | $17.5K | 0.01% | +56+48.7% | Added |
| Stuart Chaussee & Associates, Inc. | 190 | $19.5K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 196 | $20.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6,893 | $21.9K | 0.00% | +32+0.5% | Added |
| Pin Oak Investment Advisors Inc | 231 | $24.0K | 0.03% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 242 | $24.8K | 0.00% | +242 | New |
| SRS Capital Advisors, Inc. | 243 | $24.9K | 0.00% | +18+8.0% | Added |
| Atlantic Trust, LLC | 252 | $26.0K | 0.01% | +2+0.8% | Added |
| Grove Bank & Trust | 257 | $26.0K | 0.01% | +257 | New |
| AlphaMark Advisors, LLC | 260 | $27.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 267 | $27.3K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 270 | $28.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 272 | $28.0K | 0.00% | +272 | New |
| Mendota Financial Group, LLC | 295 | $30.2K | 0.04% | +295 | New |
| Cullen/Frost Bankers, Inc. | 318 | $32.6K | 0.00% | −8−2.5% | Reduced |
| JJJ Advisors Inc. | 302 | $32.8K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 327 | $33.5K | 0.01% | −279−46.0% | Reduced |
| Achmea Investment Management B.V. | 357 | $34.0K | 0.00% | −7,785−95.6% | Reduced |
| Boyd Watterson Asset Management LLC | 341 | $34.9K | 0.01% | +341 | New |
| Bangor Savings Bank | 346 | $35.0K | 0.00% | +46+15.3% | Added |
| McClarren Financial Advisors, Inc. | 357 | $36.0K | 0.03% | −26−6.8% | Reduced |