| ClariVest Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 2 | $345 | 0.00% | −190−99.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 2 | $360 | 0.00% | −1−33.3% | Reduced |
| WestEnd Advisors, LLC | 2 | $360 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $540 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3 | $540 | 0.00% | +3 | New |
| Toth Financial Advisory Corp | 4 | $726 | 0.00% | +4 | Added |
| Sandy Spring Bank | 5 | $900 | 0.00% | +5 | New |
| Perkins Coie Trust Co | 6 | $1.08K | 0.00% | +6 | New |
| North Star Investment Management Corp. | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $1.80K | 0.00% | −11−52.4% | Reduced |
| Cambridge Trust Co | 10 | $1.80K | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 10 | $1.81K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 11 | $1.98K | 0.00% | +11 | New |
| Provenance Wealth Advisors, LLC | 11 | $1.98K | 0.00% | +11 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 12 | $2.16K | 0.00% | +12 | New |
| TFC Financial Management | 12 | $2.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $2.52K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 14 | $2.52K | 0.00% | +14 | New |
| Lee Financial Co | 15 | $2.70K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 17 | $3.06K | 0.00% | +17 | New |
| Gradient Investments LLC | 18 | $3.24K | 0.00% | +3+20.0% | Added |
| Trifecta Capital Advisors, LLC | 20 | $3.60K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $3.78K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 28 | $5.04K | 0.00% | +28 | New |
| Cherry Tree Wealth Management, LLC | 29 | $5.22K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 32 | $5.76K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 33 | $5.94K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $5.94K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 36 | $6.48K | 0.00% | −1,284−97.3% | Reduced |
| Macroview Investment Management LLC | 38 | $6.78K | 0.01% | +38 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 40 | $7.20K | 0.00% | +40 | New |
| Moisand Fitzgerald Tamayo, LLC | 43 | $7.74K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 43 | $7.74K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 45 | $8.10K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $8.28K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 49 | $8.82K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 52 | $9.36K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 57 | $10.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 60 | $10.8K | 0.00% | −1−1.6% | Reduced |
| Stephens Consulting, LLC | 60 | $10.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 60 | $11.0K | 0.00% | +1+1.7% | Added |
| WFA Asset Management Corp | 63 | $11.3K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 60 | $11.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $12.6K | 0.00% | +1+1.4% | Added |
| Hoese & Co LLP | 75 | $13.5K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $13.7K | 0.00% | +76 | New |
| Financial Management Professionals, Inc. | 80 | $14.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 81 | $14.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 82 | $14.8K | 0.01% | −177−68.3% | Reduced |
| Sittner & Nelson, LLC | 85 | $15.3K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 90 | $16.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 89 | $16.5K | 0.00% | −17−16.0% | Reduced |
| Pinnacle Bancorp, Inc. | 93 | $16.7K | 0.01% | −4−4.1% | Reduced |
| Bell Investment Advisors, Inc | 94 | $16.9K | 0.00% | −20−17.5% | Reduced |
| Front Row Advisors LLC | 95 | $17.1K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 95 | $17.1K | 0.01% | +12+14.5% | Added |
| JJJ Advisors Inc. | 97 | $17.5K | 0.00% | +97 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 97 | $17.5K | 0.01% | +97 | New |
| Clearstead Advisors, LLC | 99 | $17.8K | 0.00% | +12+13.8% | Added |
| Delta Asset Management LLC | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 107 | $19.0K | 0.00% | +7+7.0% | Added |
| Legacy Bridge, LLC | 110 | $19.8K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 115 | $20.7K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 119 | $21.4K | 0.01% | +9+8.2% | Added |
| FinTrust Capital Advisors, LLC | 126 | $22.7K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 124 | $23.9K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 135 | $24.3K | 0.01% | +7+5.5% | Added |
| Prestige Wealth Management Group LLC | 140 | $25.2K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 143 | $25.7K | 0.01% | +143 | New |
| Zions Bancorporation, N.A. | 145 | $26.1K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 151 | $27.2K | 0.00% | +83+122.1% | Added |
| Altshuler Shaham Ltd | 155 | $27.9K | 0.00% | −55−26.2% | Reduced |
| Carmel Capital Partners, LLC | 155 | $27.9K | 0.01% | +155 | New |
| Tradition Wealth Management, LLC | 158 | $28.0K | 0.00% | −1−0.6% | Reduced |
| Hanson & Doremus Investment Management | 154 | $28.0K | 0.01% | −4−2.5% | Reduced |
| ORG Partners LLC | 158 | $28.4K | 0.01% | +158 | New |
| Bellevue Asset Management, LLC | 166 | $29.9K | 0.02% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 169 | $30.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 173 | $31.0K | 0.02% | −3−1.7% | Reduced |
| Boyd Watterson Asset Management LLC | 177 | $31.9K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 199 | $35.8K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 203 | $36.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 208 | $37.4K | 0.01% | 00.0% | Unchanged |
| Trust Co | 212 | $38.2K | 0.01% | −2,543−92.3% | Reduced |
| Estabrook Capital Management | 217 | $39.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 220 | $39.6K | 0.00% | +49+28.7% | Added |
| Pin Oak Investment Advisors Inc | 240 | $43.0K | 0.05% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 257 | $46.0K | 0.01% | −1−0.4% | Reduced |
| Iron Horse Wealth Management, LLC | 262 | $47.2K | 0.02% | 00.0% | Unchanged |
| West Tower Group, LLC | 262 | $47.2K | 0.02% | +244+1,355.6% | Added |
| Glen Eagle Advisors, LLC | 274 | $49.4K | 0.01% | −186−40.4% | Reduced |
| Sunbelt Securities, Inc. | 275 | $49.4K | 0.01% | +1+0.4% | Added |