| GW&K Investment Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Baldrige Asset Management LLC | 5 | $0 | 0.00% | +5 | New |
| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | – | $195 | 0.00% | – | – |
| Fortis Capital Advisors, LLC | 3 | $293 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 5 | $543 | 0.00% | +5 | New |
| Tfo-TDC, LLC | 7 | $684 | 0.00% | −174−96.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $879 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $977 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $1.07K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 15 | $1.47K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.47K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 16 | $1.56K | 0.00% | +16 | New |
| Sound Income Strategies, LLC | 16 | $1.57K | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 17 | $1.66K | 0.00% | −453,330−100.0% | Reduced |
| Manchester Capital Management LLC | 17 | $1.66K | 0.00% | −2−10.5% | Reduced |
| North Star Investment Management Corp. | 17 | $1.66K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 20 | $1.95K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 20 | $1.95K | 0.00% | +20 | New |
| First Command Advisory Services, Inc. | 21 | $2.05K | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $2.15K | 0.00% | +1+4.8% | Added |
| Morton Brown Family Wealth, LLC | 22 | $2.15K | 0.00% | +22 | New |
| Eagle Bay Advisors LLC | 23 | $2.25K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 24 | $2.35K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 26 | $2.54K | 0.00% | +5+23.8% | Added |
| TFC Financial Management | 28 | $2.74K | 0.00% | +6+27.3% | Added |
| New Millennium Group LLC | 30 | $2.93K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 32 | $3.00K | 0.00% | +32 | New |
| Toth Financial Advisory Corp | 31 | $3.03K | 0.00% | +31 | New |
| Bellwether Advisors, LLC | 34 | $3.32K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 37 | $3.62K | 0.00% | +37 | New |
| Trifecta Capital Advisors, LLC | 42 | $4.10K | 0.00% | −3−6.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 44 | $4.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $4.88K | 0.00% | −72−59.0% | Reduced |
| Antonetti Capital Management LLC | 50 | $4.88K | 0.01% | +50 | New |
| Disciplined Investments, LLC | 54 | $5.28K | 0.00% | +3+5.9% | Added |
| Aspire Private Capital, LLC | 56 | $5.47K | 0.00% | −7,593−99.3% | Reduced |
| Abound Wealth Management | 59 | $5.77K | 0.00% | +7+13.5% | Added |
| West Paces Advisors Inc. | 60 | $5.86K | 0.00% | +15+33.3% | Added |
| Stonebridge Capital Advisors LLC | 60 | $5.86K | 0.00% | +60 | New |
| Raffa Wealth Management, LLC | 61 | $5.96K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $6.35K | 0.01% | – | – |
| Gradient Investments LLC | 67 | $6.54K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 68 | $6.64K | 0.00% | −5,290−98.7% | Reduced |
| PFG Private Wealth Management, LLC | 68 | $6.64K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 70 | $6.67K | 0.00% | +70 | New |
| Armstrong Advisory Group, Inc | 70 | $6.84K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 70 | $7.00K | 0.00% | −72−50.7% | Reduced |
| American National Bank | 72 | $7.03K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 76 | $7.42K | 0.00% | −42−35.6% | Reduced |
| Mascoma Wealth Management LLC | 68 | $7.47K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 89 | $8.70K | 0.00% | +10+12.7% | Added |
| Harbour Investments, Inc. | 98 | $9.62K | 0.00% | −426−81.3% | Reduced |
| Core Wealth Advisors, Inc. | 100 | $9.77K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $9.77K | 0.00% | 00.0% | Unchanged |
| Motco | 100 | $9.77K | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 100 | $9.77K | 0.00% | +100 | New |
| Capital Advisors, Ltd. LLC | 105 | $10.0K | 0.00% | −382−78.4% | Reduced |
| Clearview Wealth Advisors LLC | 103 | $10.1K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 111 | $11.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 113 | $11.0K | 0.01% | 00.0% | Unchanged |
| Lansing Street Advisors | 115 | $11.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 117 | $11.4K | 0.00% | −135−53.6% | Reduced |
| Sageworth Trust Co | 118 | $11.5K | 0.00% | +86+268.8% | Added |
| Schubert & Co | 129 | $12.6K | 0.01% | +9+7.5% | Added |
| Parallax Volatility Advisers, L.P. | 135 | $13.2K | 0.00% | −79,674−99.8% | Reduced |
| Sutton Wealth Advisors Inc. | 139 | $13.6K | 0.01% | −385−73.5% | Reduced |
| Rosenberg Matthew Hamilton | 158 | $15.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 158 | $15.4K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 172 | $16.8K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 182 | $17.0K | 0.01% | +106+139.5% | Added |
| Riverview Trust Co | 182 | $17.8K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 182 | $17.8K | 0.00% | +40+28.2% | Added |
| Red Tortoise LLC | 192 | $18.8K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 196 | $19.1K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 200 | $19.5K | 0.00% | −881−81.5% | Reduced |
| TD Capital Management LLC | 200 | $19.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 210 | $20.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 214 | $20.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 226 | $22.1K | 0.00% | +24+11.9% | Added |
| MV Capital Management, Inc. | 227 | $22.2K | 0.00% | +28+14.1% | Added |
| Coston, McIsaac & Partners | 235 | $23.0K | 0.01% | 00.0% | Unchanged |
| Garda Capital Partners LP | 237 | $23.2K | 0.02% | +237 | New |
| Geneos Wealth Management Inc. | 241 | $23.5K | 0.00% | −111−31.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 260 | $25.0K | 0.00% | +134+106.3% | Added |
| BDO Wealth Advisors, LLC | 259 | $25.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 263 | $25.7K | 0.01% | −92−25.9% | Reduced |
| DT Investment Partners, LLC | 242 | $26.2K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 281 | $27.5K | 0.01% | −2,707−90.6% | Reduced |
| Pinnacle Bancorp, Inc. | 281 | $27.5K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 287 | $28.0K | 0.00% | −25,378−98.9% | Reduced |
| WealthPLAN Partners, LLC | 319 | $31.2K | 0.00% | +319 | New |
| GWM Advisors LLC | 322 | $31.5K | 0.00% | −610−65.5% | Reduced |
| Financial Management Professionals, Inc. | 332 | $32.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 363 | $35.4K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 392 | $38.3K | 0.00% | −156−28.5% | Reduced |
| Ancora Advisors, LLC | 400 | $39.1K | 0.00% | −6−1.5% | Reduced |