| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Dunhill Financial, LLC | 4 | $390 | 0.00% | −4−50.0% | Reduced |
| Castleview Partners, LLC | 4 | $401 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $405 | 0.00% | +4 | New |
| Gradient Investments LLC | 5 | $501 | 0.00% | −339−98.5% | Reduced |
| Assetmark, Inc | 6 | $601 | 0.00% | +3+100.0% | Added |
| TFC Financial Management | 6 | $602 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7 | $702 | 0.00% | −5−41.7% | Reduced |
| True Wealth Design, LLC | 8 | $802 | 0.00% | +4+100.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 9 | $902 | 0.00% | +9 | New |
| Tompkins Financial Corp | 10 | $1.00K | 0.00% | +10 | New |
| Sofos Investments, Inc. | 12 | $1.18K | 0.00% | +9+300.0% | Added |
| Quest Partners LLC | 12 | $1.20K | 0.00% | +12 | New |
| Bogart Wealth, LLC | 13 | $1.28K | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 14 | $1.40K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $1.50K | 0.00% | +3+25.0% | Added |
| Delos Wealth Advisors, LLC | 15 | $1.50K | 0.00% | +15 | New |
| Jones Financial Companies LLLP | 16 | $1.60K | 0.00% | −88−84.6% | Reduced |
| Abound Wealth Management | 16 | $1.60K | 0.00% | +1+6.7% | Added |
| Laurel Wealth Advisors LLC | 17 | $1.70K | 0.00% | +17 | New |
| Caldwell Sutter Capital, Inc. | 18 | $1.80K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 19 | $1.90K | 0.00% | −466−96.1% | Reduced |
| Glen Eagle Advisors, LLC | 20 | $1.97K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 19 | $2.00K | 0.00% | +5+35.7% | Added |
| Geneos Wealth Management Inc. | 21 | $2.10K | 0.00% | +2+10.5% | Added |
| CBIZ Investment Advisory Services, LLC | 21 | $2.12K | 0.00% | +21 | New |
| Creekmur Asset Management LLC | 22 | $2.21K | 0.00% | +22 | New |
| Trifecta Capital Advisors, LLC | 23 | $2.31K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $2.40K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 24 | $2.42K | 0.00% | −9−27.3% | Reduced |
| Palouse Capital Management, Inc. | 25 | $2.51K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 26 | $2.61K | 0.00% | −1−3.7% | Reduced |
| DT Investment Partners, LLC | 28 | $2.81K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 29 | $2.91K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 28 | $3.00K | 0.00% | +3+12.0% | Added |
| Avion Wealth | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 35 | $3.51K | 0.00% | +35 | New |
| NewSquare Capital LLC | 36 | $3.61K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $4.01K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 42 | $4.21K | 0.00% | +42 | New |
| Sachetta, LLC | 47 | $4.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $4.41K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $4.71K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $4.75K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 48 | $4.81K | 0.00% | +28+140.0% | Added |
| Bokf, NA | 48 | $4.81K | 0.00% | −3,420−98.6% | Reduced |
| City State Bank | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $5.01K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 52 | $5.21K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 52 | $5.21K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $5.25K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 57 | $5.71K | 0.00% | −57−50.0% | Reduced |
| Washington Trust Advisors, Inc. | 59 | $5.95K | 0.00% | +10+20.4% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 59 | $6.00K | 0.00% | +59 | New |
| Delta Asset Management LLC | 60 | $6.01K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 61 | $6.11K | 0.00% | −88−59.1% | Reduced |
| Exchange Traded Concepts, LLC | 62 | $6.21K | 0.00% | +62 | New |
| Creative Financial Designs Inc | 66 | $6.62K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 68 | $6.82K | 0.01% | +68 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $7.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $7.72K | 0.00% | −7−8.3% | Reduced |
| Fortitude Family Office, LLC | 77 | $7.72K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 80 | $8.02K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 82 | $8.22K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 84 | $8.42K | 0.01% | −40−32.3% | Reduced |
| Godsey & Gibb Associates | 87 | $8.72K | 0.00% | +87 | New |
| Gables Capital Management Inc. | 89 | $8.92K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 93 | $8.93K | 0.01% | −45−32.6% | Reduced |
| Zions Bancorporation, N.A. | 98 | $9.82K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $10.0K | 0.01% | +100 | New |
| AllSquare Wealth Management LLC | 102 | $10.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 102 | $10.2K | 0.00% | +1+1.0% | Added |
| ESL Trust Services, LLC | 104 | $10.4K | 0.00% | +104 | New |
| National Pension Service | 106 | $10.6K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 117 | $11.7K | 0.00% | −701−85.7% | Reduced |
| FSC Wealth Advisors, LLC | 117 | $11.7K | 0.01% | +25+27.2% | Added |
| RFP Financial Group LLC | 119 | $11.9K | 0.00% | +77+183.3% | Added |
| Ancora Advisors, LLC | 120 | $12.0K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 120 | $12.0K | 0.01% | +80+200.0% | Added |
| Versant Capital Management, Inc | 123 | $12.3K | 0.00% | +92+296.8% | Added |
| Gilliland Jeter Wealth Management LLC | 127 | $12.7K | 0.00% | +127 | New |
| Johnson Financial Group, Inc. | 126 | $12.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $13.0K | 0.05% | +130 | New |
| Beaird Harris Wealth Management, LLC | 132 | $13.2K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 138 | $13.4K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 136 | $13.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 139 | $14.0K | 0.01% | −3−2.1% | Reduced |
| West Oak Capital, LLC | 135 | $14.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 143 | $14.4K | 0.00% | −352−71.1% | Reduced |
| Bellevue Asset Management, LLC | 150 | $15.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 165 | $15.6K | 0.00% | +32+24.1% | Added |
| Bullock Wealth Management Group | 160 | $16.0K | 0.01% | +160 | New |
| NBC Securities, Inc. | 169 | $17.0K | 0.00% | +1+0.6% | Added |
| Whittier Trust Co | 180 | $18.0K | 0.00% | −50−21.7% | Reduced |