| ClariVest Asset Management LLC | 7 | $0 | 0.00% | +7 | New |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Optimum Investment Advisors | 2 | $135 | 0.00% | +2 | New |
| Motco | 3 | $203 | 0.00% | −31−91.2% | Reduced |
| WestEnd Advisors, LLC | 3 | $203 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $271 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $457 | 0.00% | +7 | New |
| Gradient Investments LLC | 7 | $474 | 0.00% | −24−77.4% | Reduced |
| TFC Financial Management | 8 | $542 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 12 | $813 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $859 | 0.00% | +13 | New |
| Delos Wealth Advisors, LLC | 13 | $931 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $948 | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 14 | $948 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 20 | $1.14K | 0.00% | −14−41.2% | Reduced |
| Trifecta Capital Advisors, LLC | 17 | $1.15K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 19 | $1.29K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 21 | $1.42K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 21 | $1.42K | 0.00% | +21 | New |
| MCF Advisors LLC | 25 | $1.69K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 28 | $1.90K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 30 | $2.03K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 35 | $2.26K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 35 | $2.37K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 38 | $2.57K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 38 | $2.57K | 0.00% | +38 | New |
| Hoey Investments, Inc | 46 | $3.12K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 47 | $3.18K | 0.00% | −12−20.3% | Reduced |
| SJS Investment Consulting Inc. | 50 | $3.39K | 0.00% | +9+22.0% | Added |
| Lee Financial Co | 52 | $3.52K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 54 | $3.66K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 54 | $3.66K | 0.00% | +6+12.5% | Added |
| Authentikos Wealth Advisory, LLC | 57 | $3.86K | 0.00% | +57 | New |
| Copeland Capital Management, LLC | 58 | $3.93K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 58 | $3.93K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 57 | $4.00K | 0.00% | −116−67.1% | Reduced |
| Avion Wealth | 61 | $4.00K | 0.00% | +43+238.9% | Added |
| AdvisorNet Financial, Inc | 61 | $4.13K | 0.00% | −343−84.9% | Reduced |
| Key Financial Inc | 68 | $4.61K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 70 | $4.74K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 70 | $4.74K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 72 | $5.00K | 0.00% | −28−28.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 76 | $5.15K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 83 | $5.62K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 86 | $5.84K | 0.00% | +1+1.2% | Added |
| Asset Dedication, LLC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 89 | $6.03K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 90 | $6.10K | 0.00% | +70+350.0% | Added |
| Earnest Partners LLC | 94 | $6.37K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $6.77K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $6.77K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 100 | $6.77K | 0.00% | +100 | New |
| Abound Wealth Management | 105 | $7.12K | 0.00% | +1+1.0% | Added |
| Perkins Coie Trust Co | 113 | $7.65K | 0.00% | +35+44.9% | Added |
| Venturi Wealth Management, LLC | 118 | $7.99K | 0.00% | +13+12.4% | Added |
| Evermay Wealth Management LLC | 120 | $8.13K | 0.00% | −80−40.0% | Reduced |
| Glen Eagle Advisors, LLC | 123 | $8.32K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 124 | $8.40K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 133 | $9.00K | 0.00% | +78+141.8% | Added |
| PSI Advisors, LLC | 136 | $9.21K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 142 | $9.62K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 156 | $10.6K | 0.00% | +156 | New |
| Tortoise Investment Management, LLC | 160 | $10.8K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 165 | $11.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 166 | $11.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 167 | $11.3K | 0.01% | +11+7.1% | Added |
| GW&K Investment Management, LLC | 173 | $12.0K | 0.00% | +8+4.8% | Added |
| Hall Laurie J Trustee | 170 | $12.0K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 180 | $12.0K | 0.00% | +180 | New |
| JFS Wealth Advisors, LLC | 180 | $12.2K | 0.00% | +67+59.3% | Added |
| Northwest Investment Counselors, LLC | 194 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 196 | $13.3K | 0.00% | +77+64.7% | Added |
| Concord Wealth Partners | 207 | $14.0K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 214 | $14.5K | 0.01% | −13−5.7% | Reduced |
| Atticus Wealth Management, LLC | 218 | $14.7K | 0.01% | +1+0.5% | Added |
| Operose Advisors LLC | 225 | $15.2K | 0.01% | +225 | New |
| Sutton Wealth Advisors Inc. | 231 | $15.6K | 0.01% | +24+11.6% | Added |
| West Paces Advisors Inc. | 240 | $16.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 244 | $16.5K | 0.00% | −435−64.1% | Reduced |
| South State Corp. | 245 | $16.6K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 256 | $17.3K | 0.01% | +156+156.0% | Added |
| Aspire Private Capital, LLC | 257 | $17.4K | 0.01% | +160+164.9% | Added |
| Global Retirement Partners, LLC | 260 | $17.6K | 0.00% | −19−6.8% | Reduced |
| Bell Investment Advisors, Inc | 261 | $17.7K | 0.00% | +77+41.8% | Added |
| Roble, Belko & Company, Inc | 270 | $18.0K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 270 | $18.3K | 0.01% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 285 | $19.3K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 300 | $20.3K | 0.01% | −150−33.3% | Reduced |
| RFP Financial Group LLC | 300 | $20.3K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 313 | $21.0K | 0.00% | +26+9.1% | Added |
| Financial Perspectives, Inc | 314 | $21.3K | 0.01% | −134−29.9% | Reduced |
| Westside Investment Management, Inc. | 324 | $21.9K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 351 | $23.8K | 0.00% | −20−5.4% | Reduced |
| St Germain D J Co Inc | 356 | $24.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 375 | $25.4K | 0.00% | +94+33.5% | Added |
| Salem Investment Counselors Inc | 391 | $26.5K | 0.00% | 00.0% | Unchanged |