| WestEnd Advisors, LLC | 1 | $187 | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 1 | $187 | 0.00% | +1 | New |
| NVWM, LLC | 2 | $373 | 0.00% | +2 | New |
| New Millennium Group LLC | 2 | $373 | 0.00% | +2 | New |
| BOK Financial Private Wealth, Inc. | 2 | $374 | 0.00% | −60−96.8% | Reduced |
| Pittenger & Anderson Inc | 2 | $374 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $374 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 3 | $420 | 0.00% | +3 | New |
| Safe Harbor Fiduciary, LLC | 3 | $560 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $560 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $560 | 0.00% | +3 | New |
| Laurel Wealth Advisors LLC | 3 | $561 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 3 | $561 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 4 | $747 | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 5 | $934 | 0.00% | −3−37.5% | Reduced |
| Atlas Capital Advisors LLC | 7 | $1.31K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $1.31K | 0.00% | −5−41.7% | Reduced |
| SRS Capital Advisors, Inc. | 7 | $1.31K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $1.49K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 9 | $1.68K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 9 | $1.68K | 0.00% | +9 | New |
| Colonial Trust Co | 9 | $1.68K | 0.00% | +9 | New |
| True Wealth Design, LLC | 9 | $1.68K | 0.00% | +2+28.6% | Added |
| NewSquare Capital LLC | 11 | $2.05K | 0.00% | +11 | New |
| CBIZ Investment Advisory Services, LLC | 12 | $2.24K | 0.00% | +12 | New |
| Eagle Bay Advisors LLC | 13 | $2.43K | 0.00% | −3−18.8% | Reduced |
| Sachetta, LLC | 14 | $2.61K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $2.80K | 0.00% | +1+7.1% | Added |
| Keystone Financial Group, Inc. | 15 | $2.80K | 0.00% | +15 | New |
| Redwood Park Advisors LLC | 15 | $2.80K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 16 | $2.99K | 0.00% | −6−27.3% | Reduced |
| Activest Wealth Management | 16 | $2.99K | 0.00% | +1+6.7% | Added |
| Capital Advisors, Ltd. LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 17 | $3.17K | 0.00% | +17 | New |
| YANKCOM Partnership | 17 | $3.17K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 18 | $3.36K | 0.00% | −6−25.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 18 | $3.36K | 0.01% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $3.55K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $3.73K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 20 | $3.73K | 0.00% | +20 | New |
| Murphy & Mullick Capital Management Corp | 21 | $3.92K | 0.00% | +21 | New |
| Darwin Advisors, LLC | 22 | $4.11K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 22 | $4.11K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24 | $4.48K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $4.67K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 25 | $4.67K | 0.00% | +25 | New |
| North Star Investment Management Corp. | 26 | $4.85K | 0.00% | +26 | New |
| Synergy Financial Management, LLC | 30 | $4.92K | 0.00% | +30 | New |
| TSFG, LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 27 | $5.04K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 28 | $5.23K | 0.00% | −19−40.4% | Reduced |
| Key Financial Inc | 28 | $5.23K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 29 | $5.46K | 0.00% | +29 | New |
| Retirement Wealth Solutions LLC | 32 | $5.74K | 0.00% | +32 | New |
| Salem Investment Counselors Inc | 31 | $5.79K | 0.00% | −90−74.4% | Reduced |
| Trust Co of Vermont | 32 | $5.97K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 32 | $6.00K | 0.00% | +6+23.1% | Added |
| Larson Financial Group LLC | 33 | $6.16K | 0.00% | +28+560.0% | Added |
| Bank of Jackson Hole Trust | 35 | $6.53K | 0.00% | +35 | New |
| PSI Advisors, LLC | 35 | $6.54K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 36 | $6.72K | 0.00% | +36 | New |
| UMA Financial Services, Inc. | 40 | $7.47K | 0.00% | +40 | New |
| Anchor Investment Management, LLC | 42 | $7.84K | 0.00% | −8−16.0% | Reduced |
| City State Bank | 42 | $7.84K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 42 | $7.84K | 0.00% | +42 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 47 | $8.77K | 0.00% | −49−51.0% | Reduced |
| Centricity Wealth Management, LLC | 47 | $8.77K | 0.01% | +47 | New |
| Transamerica Financial Advisors, Inc. | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 49 | $9.15K | 0.00% | −6−10.9% | Reduced |
| Whipplewood Advisors, LLC | 50 | $9.34K | 0.01% | +50 | New |
| Prestige Wealth Management Group LLC | 52 | $9.71K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 52 | $9.77K | 0.01% | −145−73.6% | Reduced |
| CoreCap Advisors, LLC | 56 | $10.5K | 0.00% | −63−52.9% | Reduced |
| Cornerstone Planning Group LLC | 58 | $11.2K | 0.00% | −1−1.7% | Reduced |
| Signature Resources Capital Management, LLC | 62 | $11.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 62 | $11.6K | 0.00% | −30−32.6% | Reduced |
| NBT Bank N A | 68 | $12.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 68 | $12.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 70 | $13.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 70 | $13.1K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 70 | $13.1K | 0.01% | +17+32.1% | Added |
| AdvisorNet Financial, Inc | 73 | $13.6K | 0.00% | −77−51.3% | Reduced |
| GoalVest Advisory LLC | 74 | $13.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 75 | $13.9K | 0.00% | −7−8.5% | Reduced |
| JFS Wealth Advisors, LLC | 75 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 75 | $14.0K | 0.00% | +75 | New |
| Manchester Capital Management LLC | 84 | $15.7K | 0.00% | −2−2.3% | Reduced |
| Financial Perspectives, Inc | 88 | $16.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 97 | $18.1K | 0.00% | +1+1.0% | Added |
| LRI Investments, LLC | 100 | $18.7K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $18.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $18.7K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 103 | $19.0K | 0.00% | +10+10.8% | Added |
| WR Wealth Planners, LLC | 103 | $19.2K | 0.01% | −101−49.5% | Reduced |
| Tortoise Investment Management, LLC | 105 | $19.7K | 0.00% | +1+1.0% | Added |
| Zions Bancorporation, N.A. | 107 | $20.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 107 | $20.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 110 | $20.5K | 0.01% | −117−51.5% | Reduced |