| Wagner Wealth Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $1.00K | 0.00% | −54,222−100.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 6 | $1.00K | 0.00% | −30−83.3% | Reduced |
| Surevest, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 10 | $1.12K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 14 | $1.56K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 20 | $2.00K | 0.00% | −398−95.2% | Reduced |
| JNBA Financial Advisors | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ossiam | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $2.00K | 0.00% | +19 | New |
| Activest Wealth Management | 19 | $2.00K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 19 | $2.00K | 0.00% | +19 | New |
| Financial Perspectives, Inc | 20 | $2.23K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $2.23K | 0.00% | +20 | New |
| Archer Investment Corp | 25 | $2.79K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 27 | $3.00K | 0.00% | −116−81.1% | Reduced |
| Cribstone Capital Management, LLC | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 31 | $3.00K | 0.00% | +9+40.9% | Added |
| Valley National Advisers Inc | 23 | $3.00K | 0.00% | +16+228.6% | Added |
| WR Wealth Planners, LLC | 28 | $3.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 39 | $4.00K | 0.00% | −409−91.3% | Reduced |
| City Holding Co | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 40 | $4.00K | 0.00% | +40 | New |
| BerganKDV Wealth Management, LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $5.00K | 0.00% | +34+377.8% | Added |
| Adirondack Trust Co | 45 | $5.00K | 0.00% | +45 | New |
| Almanack Investment Partners, LLC. | 43 | $5.00K | 0.00% | +43 | New |
| Trustcore Financial Services, LLC | 43 | $5.00K | 0.00% | +43 | New |
| Mach-1 Financial Group, Inc. | 52 | $5.00K | 0.01% | +52 | New |
| Beaird Harris Wealth Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 50 | $6.00K | 0.00% | +50 | New |
| Abound Wealth Management | 63 | $7.00K | 0.00% | +63 | New |
| Carolina Wealth Advisors, LLC | 60 | $7.00K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 61 | $7.00K | 0.00% | −4−6.2% | Reduced |
| St. James Investment Advisors, LLC | 65 | $7.00K | 0.02% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 60 | $7.00K | 0.00% | +35+140.0% | Added |
| Washington Trust Co | 75 | $8.00K | 0.00% | −3−3.8% | Reduced |
| NewSquare Capital LLC | 71 | $8.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 74 | $8.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 70 | $8.00K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 73 | $8.00K | 0.00% | +44+151.7% | Added |
| Toth Financial Advisory Corp | 70 | $8.00K | 0.00% | +70 | New |
| Hillsdale Investment Management Inc. | 80 | $9.00K | 0.00% | −100−55.6% | Reduced |
| ClariVest Asset Management LLC | 81 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 85 | $9.00K | 0.00% | +10+13.3% | Added |
| Cubist Systematic Strategies, LLC | 86 | $10.0K | 0.00% | −18,023−99.5% | Reduced |
| Investors Asset Management of Georgia Inc | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 100 | $11.0K | 0.00% | +100 | New |
| DT Investment Partners, LLC | 102 | $11.0K | 0.00% | +102 | New |
| Cornerstone Management, Inc. | 106 | $11.8K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 104 | $12.0K | 0.05% | 00.0% | Unchanged |
| Belmont Capital, LLC | 103 | $12.0K | 0.01% | +103 | New |
| Riverview Trust Co | 114 | $13.0K | 0.01% | −312−73.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 112 | $13.0K | 0.00% | −145−56.4% | Reduced |
| Delos Wealth Advisors, LLC | 115 | $13.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 115 | $13.0K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 119 | $13.0K | 0.01% | +119 | New |
| Old North State Trust, LLC | 115 | $13.0K | 0.01% | +115 | New |
| Barrett & Company, Inc. | 103 | $13.4K | 0.01% | +103 | New |
| Loomis Sayles & Co L P | 127 | $14.0K | 0.00% | −90−41.5% | Reduced |
| Baldrige Asset Management LLC | 125 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 128 | $14.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 127 | $14.0K | 0.01% | +30+30.9% | Added |
| Carolinas Wealth Consulting LLC | 122 | $14.0K | 0.00% | +100+454.5% | Added |
| Addison Advisors LLC | 129 | $14.0K | 0.01% | +110+578.9% | Added |
| Worth Asset Management, LLC | 124 | $14.0K | 0.01% | +124 | New |
| McIlrath & Eck, LLC | 134 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 132 | $15.0K | 0.00% | +132 | New |
| Sutton Wealth Advisors Inc. | 135 | $15.1K | 0.01% | −17−11.2% | Reduced |
| Financial Management Professionals, Inc. | 141 | $16.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 142 | $16.0K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 139 | $16.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 143 | $16.0K | 0.00% | +82+134.4% | Added |
| Evermay Wealth Management LLC | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 154 | $17.0K | 0.01% | −1−0.6% | Reduced |
| SRS Capital Advisors, Inc. | 152 | $17.0K | 0.00% | +44+40.7% | Added |
| Cyrus J. Lawrence, LLC | 166 | $18.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 170 | $19.0K | 0.26% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 186 | $21.0K | 0.00% | +16+9.4% | Added |
| Creative Financial Designs Inc | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 197 | $22.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 209 | $23.0K | 0.01% | −530−71.7% | Reduced |
| HBC Financial Services, PLLC | 1,000 | $23.0K | 0.02% | +700+233.3% | Added |
| Perkins Coie Trust Co | 215 | $24.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 220 | $25.0K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 227 | $25.0K | 0.01% | +34+17.6% | Added |
| Tilia Fiduciary Partners, Inc. | 205 | $25.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 223 | $25.0K | 0.01% | +223 | New |
| Lumature Wealth Partners, LLC | 235 | $26.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 233 | $26.0K | 0.00% | +82+54.3% | Added |
| West Paces Advisors Inc. | 250 | $27.9K | 0.01% | +27+12.1% | Added |
| KB Financial Partners, LLC | 259 | $29.0K | 0.01% | −2−0.8% | Reduced |
| Wolff Wiese Magana LLC | 266 | $30.0K | 0.02% | −252−48.6% | Reduced |
| Northwest Investment Counselors, LLC | 266 | $30.0K | 0.01% | −71−21.1% | Reduced |
| North Star Investment Management Corp. | 270 | $30.0K | 0.00% | 00.0% | Unchanged |