| Bourgeon Capital Management LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $362 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 7 | $423 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $603 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $663 | 0.00% | +10+1,000.0% | Added |
| Macroview Investment Management LLC | 11 | $664 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $724 | 0.00% | −49−80.3% | Reduced |
| Hexagon Capital Partners LLC | 12 | $724 | 0.00% | −42−77.8% | Reduced |
| C M Bidwell & Associates Ltd | 14 | $844 | 0.00% | −2,081−99.3% | Reduced |
| Trifecta Capital Advisors, LLC | 14 | $845 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 15 | $905 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 16 | $953 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $1.08K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $1.15K | 0.00% | −10−34.5% | Reduced |
| Atlas Capital Advisors LLC | 21 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $1.51K | 0.00% | −243−90.7% | Reduced |
| Toth Financial Advisory Corp | 25 | $1.51K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $2.23K | 0.00% | −52−58.4% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 41 | $2.47K | 0.00% | +41 | New |
| Financial Freedom, LLC | 42 | $2.53K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 42 | $2.53K | 0.00% | −12−22.2% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 42 | $2.55K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 43 | $2.59K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 43 | $2.59K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 44 | $2.65K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 45 | $2.71K | 0.00% | −355−88.8% | Reduced |
| Goodman Advisory Group, LLC | 46 | $2.77K | 0.00% | +46 | New |
| Harvest Fund Management Co., Ltd | 49 | $3.00K | 0.00% | −648−93.0% | Reduced |
| Hollencrest Capital Management | 53 | $3.20K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 54 | $3.26K | 0.00% | +33+157.1% | Added |
| Fortis Capital Advisors, LLC | 60 | $3.62K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 63 | $3.80K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 66 | $3.98K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 70 | $4.20K | 0.00% | −51−42.1% | Reduced |
| Credential Qtrade Securities Inc. | 70 | $4.22K | 0.00% | +70 | New |
| Western Pacific Wealth Management, LP | 75 | $4.52K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 84 | $5.07K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 85 | $5.13K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 85 | $5.13K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 85 | $5.13K | 0.00% | +85 | New |
| WealthPlan Investment Management, LLC | 92 | $5.55K | 0.00% | +92 | New |
| Disciplined Investments, LLC | 97 | $5.85K | 0.00% | −8−7.6% | Reduced |
| Loomis Sayles & Co L P | 98 | $6.00K | 0.00% | −137−58.3% | Reduced |
| Accel Wealth Management | 107 | $6.47K | 0.00% | −154−59.0% | Reduced |
| Princeton Global Asset Management LLC | 113 | $6.80K | 0.00% | +1+0.9% | Added |
| Kathleen S. Wright Associates Inc. | 114 | $6.88K | 0.00% | −395−77.6% | Reduced |
| Capital Advisors, Ltd. LLC | 123 | $7.00K | 0.00% | −266−68.4% | Reduced |
| Retirement Group, LLC | 119 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 120 | $7.00K | 0.00% | +10+9.1% | Added |
| PSI Advisors, LLC | 119 | $7.18K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 122 | $7.33K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 122 | $7.36K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 124 | $7.51K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 130 | $7.84K | 0.01% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,010 | $7.90K | 0.00% | +1,489+17.5% | Added |
| Ruedi Wealth Management, Inc. | 133 | $8.02K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 133 | $8.03K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 136 | $8.20K | 0.00% | +136 | New |
| Coastal Capital Group, Inc. | 136 | $8.23K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 139 | $8.38K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 146 | $9.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 148 | $9.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 152 | $9.00K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 153 | $9.23K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 161 | $9.71K | 0.00% | +161 | New |
| JNBA Financial Advisors | 163 | $9.83K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 170 | $10.0K | 0.01% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 166 | $10.0K | 0.00% | −10−5.7% | Reduced |
| Orion Capital Management LLC | 166 | $10.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 167 | $10.1K | 0.01% | +64+62.1% | Added |
| FSC Wealth Advisors, LLC | 167 | $10.1K | 0.02% | +167 | New |
| New England Capital Financial Advisors LLC | 168 | $10.1K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 171 | $10.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 172 | $10.4K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 172 | $10.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 175 | $10.6K | 0.00% | −32−15.5% | Reduced |
| Bogart Wealth, LLC | 176 | $10.6K | 0.00% | −18−9.3% | Reduced |
| Northwest Investment Counselors, LLC | 180 | $10.8K | 0.00% | +17+10.4% | Added |
| Avion Wealth | 198 | $11.0K | 0.00% | +16+8.8% | Added |
| Antonetti Capital Management LLC | 188 | $11.3K | 0.02% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 191 | $11.5K | 0.01% | +191 | New |
| Tradewinds Capital Management, LLC | 192 | $11.6K | 0.00% | 00.0% | Unchanged |
| Motco | 193 | $11.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 194 | $11.7K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 197 | $12.0K | 0.01% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 207 | $12.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 199 | $12.0K | 0.01% | −10−4.8% | Reduced |
| Ahrens Investment Partners LLC | 206 | $12.4K | 0.01% | +206 | New |
| Venturi Wealth Management, LLC | 212 | $12.8K | 0.00% | +212 | New |
| Boyd Watterson Asset Management LLC | 213 | $12.8K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 213 | $12.8K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 215 | $13.0K | 0.00% | −28−11.5% | Reduced |
| Valley National Advisers Inc | 218 | $13.0K | 0.00% | −20−8.4% | Reduced |
| Financial Management Professionals, Inc. | 218 | $13.0K | 0.00% | −6−2.7% | Reduced |
| Consultiva Wealth Management, Corp. | 227 | $13.7K | 0.35% | +1+0.4% | Added |