| ESL Trust Services, LLC | 110 | $10.2K | 0.00% | −38−25.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 110 | $10.2K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 114 | $10.5K | 0.01% | +114 | New |
| JNBA Financial Advisors | 114 | $10.5K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 114 | $10.6K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 124 | $11.5K | 0.01% | +124 | New |
| Cornerstone Planning Group LLC | 121 | $11.7K | 0.00% | −6−4.7% | Reduced |
| Solstein Capital, LLC | 140 | $12.9K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 140 | $12.9K | 0.00% | +140 | New |
| Banque Cantonale Vaudoise | 146 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 143 | $13.2K | 0.00% | +143 | New |
| Measured Wealth Private Client Group, LLC | 145 | $13.4K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 148 | $13.7K | 0.01% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 148 | $13.7K | 0.01% | +32+27.6% | Added |
| Safe Harbor Fiduciary, LLC | 150 | $13.9K | 0.01% | +150 | New |
| Evermay Wealth Management LLC | 152 | $14.1K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 154 | $14.2K | 0.01% | +154 | New |
| Winch Advisory Services, LLC | 162 | $15.0K | 0.00% | +1+0.6% | Added |
| DHJJ Financial Advisors, Ltd. | 166 | $15.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 168 | $15.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 177 | $16.4K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 178 | $16.5K | 0.00% | +178 | New |
| Crews Bank & Trust | 180 | $16.6K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 181 | $16.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 182 | $16.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 184 | $17.0K | 0.00% | +102+124.4% | Added |
| Meeder Asset Management Inc | 186 | $17.2K | 0.00% | −3−1.6% | Reduced |
| Bell Investment Advisors, Inc | 198 | $18.3K | 0.00% | +74+59.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $18.5K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 200 | $18.8K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 204 | $18.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 204 | $18.9K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 206 | $19.0K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 210 | $19.4K | 0.00% | +38+22.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 210 | $19.4K | 0.01% | +210 | New |
| North Star Investment Management Corp. | 212 | $19.6K | 0.00% | +5+2.4% | Added |
| Bruce G. Allen Investments, LLC | 214 | $19.8K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 215 | $19.9K | 0.01% | +39+22.2% | Added |
| Plante Moran Financial Advisors, LLC | 216 | $20.0K | 0.00% | −21−8.9% | Reduced |
| Fortitude Family Office, LLC | 219 | $20.2K | 0.00% | −2−0.9% | Reduced |
| Swiss Re Ltd | 222 | $20.5K | 0.00% | +222 | New |
| CBIZ Investment Advisory Services, LLC | 235 | $21.7K | 0.00% | +58+32.8% | Added |
| Signature Equity Partners, LLC | 238 | $22.0K | 0.01% | +238 | New |
| UMA Financial Services, Inc. | 242 | $22.4K | 0.00% | −75−23.7% | Reduced |
| Ossiam | 247 | $22.8K | 0.00% | −1,686−87.2% | Reduced |
| Pinnacle Bancorp, Inc. | 248 | $22.9K | 0.01% | +87+54.0% | Added |
| PFS Partners, LLC | 250 | $23.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 252 | $23.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 254 | $23.5K | 0.01% | +242+2,016.7% | Added |
| Pingora Partners LLC | 260 | $24.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 272 | $25.1K | 0.01% | +242+806.7% | Added |
| WFA of San Diego, LLC | 276 | $25.5K | 0.02% | 00.0% | Unchanged |
| Rossby Financial, LCC | 279 | $25.8K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 280 | $25.9K | 0.01% | +280 | New |
| Washington Trust Advisors, Inc. | 283 | $26.2K | 0.00% | +154+119.4% | Added |
| Union Savings Bank | 298 | $27.5K | 0.01% | +298 | New |
| DAGCO, Inc. | 298 | $27.6K | 0.01% | +2+0.7% | Added |
| Farmers & Merchants Investments Inc | 300 | $27.7K | 0.00% | +16+5.6% | Added |
| Harbor Investment Advisory, LLC | 309 | $28.6K | 0.00% | +69+28.7% | Added |
| Wellington-Altus USA Inc. | 322 | $29.8K | 0.02% | +322 | New |
| Atwood & Palmer Inc | 330 | $30.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 341 | $31.0K | 0.00% | +257+306.0% | Added |
| NBT Bank N A | 340 | $31.4K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 344 | $31.8K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 350 | $32.4K | 0.02% | −30−7.9% | Reduced |
| GoalVest Advisory LLC | 350 | $32.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 357 | $33.0K | 0.02% | +80+28.9% | Added |
| Duncker Streett & Co Inc | 358 | $33.1K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 376 | $34.8K | 0.00% | −208−35.6% | Reduced |
| Grove Bank & Trust | 388 | $35.9K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 393 | $36.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 395 | $36.5K | 0.00% | +4+1.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 400 | $37.0K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 400 | $37.0K | 0.03% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 412 | $38.1K | 0.01% | +412 | New |
| Tower View Investment Management & Research LLC | 413 | $38.1K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 422 | $39.0K | 0.01% | +422 | New |
| Estate Planners Group, LLC | 422 | $39.0K | 0.02% | +422 | New |
| Cetera Trust Company, N.A | 446 | $41.2K | 0.02% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 452 | $41.8K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 454 | $42.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 457 | $42.2K | 0.00% | +45+10.9% | Added |
| Mountain Hill Investment Partners Corp. | 460 | $42.5K | 0.03% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 472 | $43.6K | 0.03% | +472 | New |
| Park Place Capital Corp | 473 | $43.7K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 473 | $43.7K | 0.00% | −5−1.0% | Reduced |
| Ransom Advisory, Ltd | 480 | $44.4K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 487 | $45.0K | 0.00% | +23+5.0% | Added |
| Resources Management Corp | 500 | $46.0K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 500 | $46.2K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 500 | $46.2K | 0.00% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 506 | $46.8K | 0.03% | +506 | New |
| Missouri Trust & Investment Co | 540 | $49.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 548 | $50.7K | 0.00% | −2,903−84.1% | Reduced |
| YANKCOM Partnership | 558 | $51.6K | 0.02% | +24+4.5% | Added |
| Manchester Capital Management LLC | 559 | $51.7K | 0.01% | −145−20.6% | Reduced |
| Elyxium Wealth, LLC | 559 | $51.7K | 0.01% | +559 | New |
| Lavaca Capital LLC | 600 | $55.5K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 605 | $55.9K | 0.03% | +231+61.8% | Added |