| Tilia Fiduciary Partners, Inc. | 5 | $0 | 0.00% | +5 | New |
| Old North State Trust, LLC | 14 | $627 | 0.50% | −11,295−99.9% | Reduced |
| Tortoise Investment Management, LLC | 24 | $1.00K | 0.00% | −327−93.2% | Reduced |
| Disciplined Investments, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $1.48K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 40 | $1.84K | 0.00% | +40 | New |
| Baldwin Brothers Inc | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 36 | $2.00K | 0.00% | +36 | New |
| Arcadia Investment Advisors LLC | 57 | $2.63K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 72 | $3.00K | 0.00% | +1+1.4% | Added |
| TCI Wealth Advisors, Inc. | 62 | $3.00K | 0.00% | +22+55.0% | Added |
| Larson Financial Group LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 91 | $4.00K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 98 | $5.00K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 126 | $5.00K | 0.00% | +1+0.8% | Added |
| Pin Oak Investment Advisors Inc | 115 | $5.00K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 143 | $6.00K | 0.00% | +2+1.4% | Added |
| American Research & Management Co. | 123 | $6.00K | 0.00% | +123 | New |
| City Holding Co | 153 | $7.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 142 | $7.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 144 | $7.00K | 0.01% | +2+1.4% | Added |
| Financial Enhancement Group LLC | 154 | $7.00K | 0.00% | +154 | New |
| Simon Quick Advisors, LLC | 184 | $8.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 177 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 186 | $8.00K | 0.01% | +186 | New |
| RE Dickinson Investment Advisors, LLC | 206 | $9.00K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 196 | $9.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 200 | $9.00K | 0.00% | +200 | New |
| West Financial Advisors, LLC | 200 | $9.00K | 0.00% | +200 | New |
| RWM Asset Management, LLC | 200 | $9.00K | 0.00% | +200 | New |
| PFS Partners, LLC | 196 | $9.05K | 0.01% | +1+0.5% | Added |
| Glen Eagle Advisors, LLC | 210 | $9.67K | 0.00% | +210 | New |
| Curi Capital | 237 | $10.0K | 0.00% | +4+1.7% | Added |
| Tompkins Financial Corp | 246 | $11.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 232 | $11.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 259 | $11.0K | 0.00% | +105+68.2% | Added |
| Fairfield Financial Advisors, LTD | 255 | $11.8K | 0.00% | +255 | New |
| First National Bank of South Miami | 250 | $12.0K | 0.01% | −75−23.1% | Reduced |
| Coastal Capital Group, Inc. | 267 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 264 | $12.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 265 | $12.0K | 0.00% | +265 | New |
| Enterprise Trust & Investment Co | 295 | $14.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 295 | $14.0K | 0.01% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 295 | $14.0K | 0.02% | +295 | New |
| Capital Advisory Group Advisory Services, LLC | 298 | $14.0K | 0.01% | +298 | New |
| SOA Wealth Advisors, LLC. | 307 | $14.0K | 0.00% | +307 | New |
| Rockbridge Investment Management, LCC | 335 | $15.5K | 0.00% | −118−26.0% | Reduced |
| Front Row Advisors LLC | 356 | $16.0K | 0.01% | −167−31.9% | Reduced |
| Bellevue Asset Management, LLC | 352 | $16.0K | 0.01% | −98−21.8% | Reduced |
| Prestige Wealth Management Group LLC | 357 | $16.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 345 | $16.0K | 0.00% | +43+14.2% | Added |
| Holloway Wealth Management, LLC | – | $16.0K | 0.00% | – | – |
| Optiver Holding B.V. | 350 | $16.0K | 0.00% | +300+600.0% | Added |
| AlphaMark Advisors, LLC | 367 | $17.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 359 | $17.0K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 400 | $18.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 383 | $18.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 384 | $18.0K | 0.01% | +2+0.5% | Added |
| Cornerstone Management, Inc. | 417 | $19.2K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 443 | $20.0K | 0.00% | +4+0.9% | Added |
| Kings Point Capital Management | 426 | $20.0K | 0.00% | +426 | New |
| Tucker Asset Management LLC | 439 | $20.2K | 0.01% | +105+31.4% | Added |
| McIlrath & Eck, LLC | 461 | $21.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 461 | $21.0K | 0.00% | +149+47.8% | Added |
| Selective Wealth Management, Inc. | 449 | $21.0K | 0.01% | +202+81.8% | Added |
| Clearview Wealth Advisors LLC | 477 | $22.0K | 0.01% | −95−16.6% | Reduced |
| Siena Capital LLC | 484 | $22.0K | 0.01% | +484 | New |
| Hexagon Capital Partners LLC | 500 | $23.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 527 | $24.0K | 0.01% | −61−10.4% | Reduced |
| Bellwether Advisors, LLC | 522 | $24.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 543 | $25.0K | 0.01% | +466+605.2% | Added |
| Providence Capital Advisors, LLC | 571 | $26.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 590 | $27.0K | 0.01% | 00.0% | Unchanged |
| Lake Point Wealth Management | 586 | $27.0K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 596 | $27.0K | 0.00% | +35+6.2% | Added |
| HHM Wealth Advisors, LLC | 615 | $28.0K | 0.01% | −419−40.5% | Reduced |
| First Command Financial Services, Inc. | 601 | $28.0K | 0.00% | −174−22.5% | Reduced |
| Professional Financial Advisors, LLC | 604 | $28.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 615 | $28.0K | 0.01% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 600 | $28.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 601 | $28.0K | 0.00% | +295+96.4% | Added |
| Gemmer Asset Management LLC | 646 | $29.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 640 | $29.0K | 0.01% | +640 | New |
| Tarbox Family Office, Inc. | 645 | $30.0K | 0.01% | 00.0% | Unchanged |
| Monolith Advisors | 793 | $31.0K | 0.03% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 653 | $31.0K | 0.00% | −65−9.1% | Reduced |
| Sittner & Nelson, LLC | 671 | $31.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 676 | $31.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 689 | $32.0K | 0.00% | −434−38.6% | Reduced |
