| WestEnd Advisors, LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $313 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $469 | 0.00% | +3 | New |
| Cullen/Frost Bankers, Inc. | 5 | $782 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 5 | $782 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $782 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5 | $782 | 0.00% | +5 | New |
| North Star Investment Management Corp. | 6 | $939 | 0.00% | +6 | New |
| My Personal CFO, LLC | 8 | $1.25K | 0.00% | +8 | New |
| Solstein Capital, LLC | 9 | $1.41K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 9 | $1.41K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 9 | $1.41K | 0.00% | +9 | New |
| Creative Financial Designs Inc | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 10 | $1.58K | 0.00% | −12−54.5% | Reduced |
| Lansing Street Advisors | 11 | $1.72K | 0.00% | +11 | New |
| Tucker Asset Management LLC | 11 | $1.73K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 12 | $1.88K | 0.00% | −8−40.0% | Reduced |
| Baystate Wealth Management LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 15 | $2.00K | 0.00% | +15 | New |
| Boyd Watterson Asset Management LLC | 13 | $2.03K | 0.00% | +13 | New |
| Gradient Investments LLC | 14 | $2.19K | 0.00% | −55−79.7% | Reduced |
| Abound Wealth Management | 14 | $2.19K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 14 | $2.26K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 16 | $2.28K | 0.00% | +16 | New |
| JNBA Financial Advisors | 15 | $2.35K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $2.82K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $3.29K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 21 | $3.29K | 0.00% | +5+31.3% | Added |
| Crewe Advisors LLC | 22 | $3.44K | 0.00% | −48−68.6% | Reduced |
| FinTrust Capital Advisors, LLC | 22 | $3.44K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 22 | $3.44K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 23 | $3.60K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $3.60K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $3.68K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $3.75K | 0.00% | +12+100.0% | Added |
| TFC Financial Management | 25 | $3.91K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 27 | $4.16K | 0.00% | +27 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $4.69K | 0.00% | +25+500.0% | Added |
| Institutional & Family Asset Management, LLC | 32 | $5.01K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 33 | $5.16K | 0.00% | −3−8.3% | Reduced |
| RFP Financial Group LLC | 36 | $5.63K | 0.00% | +36 | New |
| Rosenberg Matthew Hamilton | 41 | $6.41K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 41 | $6.44K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 42 | $6.57K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 44 | $6.88K | 0.00% | +44 | New |
| Financial Management Professionals, Inc. | 47 | $7.00K | 0.00% | −82−63.6% | Reduced |
| Avion Wealth | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 45 | $7.04K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 46 | $7.20K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 34 | $7.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 48 | $7.51K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $7.98K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 51 | $8.00K | 0.00% | −26−33.8% | Reduced |
| Concord Wealth Partners | 52 | $8.13K | 0.00% | +52 | New |
| Armstrong Advisory Group, Inc | 54 | $8.45K | 0.00% | +54 | New |
| Schubert & Co | 56 | $8.76K | 0.01% | +17+43.6% | Added |
| Pinnacle Bancorp, Inc. | 57 | $9.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 58 | $9.07K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 61 | $9.54K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 62 | $9.70K | 0.00% | +14+29.2% | Added |
| Sound Income Strategies, LLC | 65 | $10.2K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 65 | $10.2K | 0.00% | +65 | New |
| Benjamin Edwards Inc | 73 | $11.0K | 0.00% | +15+25.9% | Added |
| Heritage Wealth Management, LLC | 72 | $11.3K | 0.00% | +36+100.0% | Added |
| Harbor Investment Advisory, LLC | 73 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 75 | $11.7K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 75 | $12.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $12.2K | 0.00% | +10+14.7% | Added |
| Zions Bancorporation, N.A. | 82 | $12.8K | 0.00% | −2−2.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 82 | $12.8K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 83 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 85 | $13.0K | 0.00% | +85 | New |
| DT Investment Partners, LLC | 90 | $14.1K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 97 | $14.4K | 0.00% | +1+1.0% | Added |
| Kistler-Tiffany Companies, LLC | 94 | $14.7K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 97 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 100 | $15.6K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $15.7K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 101 | $15.8K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 156 | $15.9K | 0.17% | −3,288−95.5% | Reduced |
| Ancora Advisors, LLC | 108 | $17.0K | 0.00% | +1+0.9% | Added |
| Park Place Capital Corp | 109 | $17.0K | 0.00% | +109 | New |
| Pittenger & Anderson Inc | 110 | $17.2K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 110 | $17.2K | 0.00% | +110 | New |
| First Manhattan Co | 112 | $17.5K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 115 | $18.0K | 0.01% | −117−50.4% | Reduced |
| Harvest Fund Management Co., Ltd | 128 | $20.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 135 | $21.0K | 0.01% | 00.0% | Unchanged |
| Gould Capital, LLC | 135 | $21.1K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 138 | $21.6K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 145 | $22.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $23.0K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 148 | $23.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 156 | $24.4K | 0.01% | +113+262.8% | Added |
| Bell Investment Advisors, Inc | 167 | $26.1K | 0.01% | +38+29.5% | Added |
| Larson Financial Group LLC | 168 | $26.3K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 178 | $27.8K | 0.00% | −31−14.8% | Reduced |
| James Investment Research Inc | 187 | $29.0K | 0.00% | +187 | New |
| Asset Dedication, LLC | 188 | $30.0K | 0.00% | +5+2.7% | Added |