| JJJ Advisors Inc. | 2 | $166 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $338 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $422 | 0.00% | +5 | New |
| Core Alternative Capital | 6 | $506 | 0.00% | +6 | New |
| CVA Family Office, LLC | 10 | $843 | 0.00% | −15−60.0% | Reduced |
| Grove Bank & Trust | 10 | $843 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $844 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 11 | $928 | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Morton Brown Family Wealth, LLC | 13 | $1.10K | 0.00% | +13 | New |
| Ridgewood Investments LLC | 14 | $1.18K | 0.00% | +14 | New |
| Abound Wealth Management | 20 | $1.69K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $1.77K | 0.00% | −3−12.5% | Reduced |
| TCI Wealth Advisors, Inc. | 21 | $1.77K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $1.94K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 30 | $2.00K | 0.00% | +30 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 24 | $2.02K | 0.00% | −72,791−100.0% | Reduced |
| Key Financial Inc | 24 | $2.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 26 | $2.22K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 27 | $2.28K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 27 | $2.30K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 28 | $2.31K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 29 | $2.45K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 30 | $2.53K | 0.00% | −22−42.3% | Reduced |
| Adirondack Retirement Specialists, Inc. | 31 | $2.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $2.62K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 32 | $2.70K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 36 | $3.04K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $3.37K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 41 | $3.46K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 41 | $3.46K | 0.00% | +10+32.3% | Added |
| Edge Capital Group, LLC | 42 | $3.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $3.71K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $3.88K | 0.00% | +46 | Added |
| JFS Wealth Advisors, LLC | 47 | $3.96K | 0.00% | −40−46.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 47 | $3.96K | 0.00% | 00.0% | Unchanged |
| City State Bank | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 48 | $4.05K | 0.00% | −21−30.4% | Reduced |
| First Personal Financial Services | 50 | $4.22K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $4.22K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 51 | $4.27K | 0.00% | +1+2.0% | Added |
| Ruedi Wealth Management, Inc. | 52 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $4.47K | 0.00% | +6+12.8% | Added |
| Jones Financial Companies LLLP | 55 | $4.64K | 0.00% | −14−20.3% | Reduced |
| Baker Avenue Asset Management, LP | 59 | $4.98K | 0.00% | −2,165−97.3% | Reduced |
| Delta Asset Management LLC | 60 | $5.06K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 60 | $5.06K | 0.00% | +11+22.4% | Added |
| Schubert & Co | 62 | $5.23K | 0.00% | +16+34.8% | Added |
| Carmel Capital Partners, LLC | 66 | $5.57K | 0.00% | +66 | New |
| BerganKDV Wealth Management, LLC | 67 | $5.67K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $6.20K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 76 | $6.41K | 0.00% | +76 | New |
| WR Wealth Planners, LLC | 76 | $6.41K | 0.00% | +76 | New |
| Gables Capital Management Inc. | 89 | $7.51K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 94 | $7.79K | 0.01% | +94 | New |
| FSC Wealth Advisors, LLC | 93 | $7.82K | 0.01% | −374−80.1% | Reduced |
| TSFG, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 98 | $8.27K | 0.00% | +36+58.1% | Added |
| Ancora Advisors, LLC | 100 | $8.43K | 0.00% | −177−63.9% | Reduced |
| North Star Investment Management Corp. | 100 | $8.43K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $8.43K | 0.00% | +100 | New |
| Cambridge Trust Co | 106 | $8.94K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 110 | $9.28K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 109 | $9.28K | 0.00% | −128−54.0% | Reduced |
| Legend Financial Advisors, Inc. | 120 | $10.1K | 0.01% | −60−33.3% | Reduced |
| Zions Bancorporation, N.A. | 121 | $10.2K | 0.00% | −10−7.6% | Reduced |
| Wolff Wiese Magana LLC | 124 | $10.5K | 0.01% | +124 | New |
| Manchester Capital Management LLC | 125 | $10.5K | 0.00% | +20+19.0% | Added |
| American National Bank | 129 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 130 | $11.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 132 | $11.1K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 135 | $11.4K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 138 | $11.6K | 0.00% | +138 | New |
| Kistler-Tiffany Companies, LLC | 147 | $12.4K | 0.00% | +2+1.4% | Added |
| Certified Advisory Corp | 150 | $12.6K | 0.00% | +150 | New |
| Cary Street Partner Investment Advisory LLC | 150 | $12.7K | 0.00% | −89−37.2% | Reduced |
| Bellevue Asset Management, LLC | 150 | $12.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 151 | $13.0K | 0.01% | −4−2.6% | Reduced |
| Farmers & Merchants Investments Inc | 156 | $13.2K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 160 | $13.5K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 182 | $15.0K | 0.00% | +182 | New |
| Washington Trust Co | 183 | $15.4K | 0.00% | −100−35.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 183 | $15.5K | 0.00% | +183 | New |
| Brown Brothers Harriman & Co | 184 | $15.5K | 0.00% | −38−17.1% | Reduced |
| Stonebridge Capital Advisors LLC | 188 | $15.9K | 0.00% | +55+41.4% | Added |
| Quent Capital, LLC | 194 | $16.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 199 | $16.8K | 0.00% | −11−5.2% | Reduced |
| First Financial Corp | 200 | $16.9K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $16.9K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $16.9K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 200 | $16.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 202 | $17.0K | 0.01% | −1−0.5% | Reduced |
| Hanson & Doremus Investment Management | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 208 | $18.0K | 0.01% | +208 | New |
| TD Waterhouse Canada Inc. | 217 | $18.3K | 0.00% | −69−24.1% | Reduced |