| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 113 | $2 | 0.00% | +12+11.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $226 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $339 | 0.00% | −12−80.0% | Reduced |
| Rise Advisors, LLC | 4 | $452 | 0.00% | +4 | New |
| Rosenberg Matthew Hamilton | 6 | $678 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $792 | 0.00% | +7 | New |
| Baldrige Asset Management LLC | 11 | $1.00K | 0.00% | +11 | New |
| Blue Bell Private Wealth Management, LLC | 10 | $1.13K | 0.00% | −25−71.4% | Reduced |
| Carolinas Wealth Consulting LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $1.13K | 0.00% | +10 | New |
| Ofi Invest Asset Management | 162,763 | $1.44K | 0.01% | +162,763 | New |
| First Command Advisory Services, Inc. | 15 | $1.70K | 0.00% | +15 | New |
| Lee Financial Co | 16 | $1.81K | 0.00% | −8−33.3% | Reduced |
| JJJ Advisors Inc. | 17 | $1.97K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $2.60K | 0.00% | +9+64.3% | Added |
| Wolff Wiese Magana LLC | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $3.17K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 29 | $3.28K | 0.00% | +2+7.4% | Added |
| Armstrong Advisory Group, Inc | 30 | $3.39K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 30 | $3.39K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 34 | $3.84K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $3.84K | 0.00% | +6+21.4% | Added |
| Benjamin Edwards Inc | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 36 | $4.07K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $4.75K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 40 | $5.00K | 0.00% | +40 | New |
| Tortoise Investment Management, LLC | 48 | $5.42K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 50 | $5.65K | 0.01% | +20+66.7% | Added |
| MCF Advisors LLC | 50 | $5.65K | 0.00% | +21+72.4% | Added |
| Carmel Capital Partners, LLC | 50 | $5.65K | 0.00% | +50 | New |
| Activest Wealth Management | 51 | $5.76K | 0.00% | +51 | New |
| TSFG, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 51 | $6.00K | 0.00% | +51 | New |
| Northwest Investment Counselors, LLC | 57 | $6.44K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 60 | $6.78K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 62 | $7.01K | 0.00% | +59+1,966.7% | Added |
| Raffa Wealth Management, LLC | 63 | $7.12K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 64 | $7.23K | 0.00% | −3,300−98.1% | Reduced |
| Red Tortoise LLC | 67 | $7.57K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 76 | $8.59K | 0.01% | +76 | New |
| Ridgewood Investments LLC | 78 | $8.79K | 0.01% | +78 | New |
| Abound Wealth Management | 82 | $9.27K | 0.00% | +34+70.8% | Added |
| Bangor Savings Bank | 85 | $9.61K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 86 | $9.72K | 0.00% | −229−72.7% | Reduced |
| Parallax Volatility Advisers, L.P. | 90 | $10.2K | 0.00% | −30−25.0% | Reduced |
| Delta Asset Management LLC | 94 | $10.6K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 95 | $10.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 129 | $12.0K | 0.00% | +43+50.0% | Added |
| Oakworth Capital, Inc. | 109 | $12.3K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 110 | $12.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 120 | $13.6K | 0.01% | −197−62.1% | Reduced |
| Accel Wealth Management | 120 | $13.6K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 127 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 132 | $14.9K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 134 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 134 | $15.1K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 137 | $15.4K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 160 | $18.1K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 163 | $18.4K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 178 | $20.1K | 0.00% | +178 | New |
| New Hampshire Trust | 185 | $20.9K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 181 | $21.0K | 0.00% | −60−24.9% | Reduced |
| China Universal Asset Management Co., Ltd. | 190 | $21.5K | 0.01% | +190 | New |
| JFS Wealth Advisors, LLC | 192 | $21.7K | 0.00% | +10+5.5% | Added |
| Sittner & Nelson, LLC | 192 | $21.7K | 0.01% | +192 | New |
| WR Wealth Planners, LLC | 197 | $22.3K | 0.01% | +197 | New |
| RFP Financial Group LLC | 199 | $22.5K | 0.03% | 00.0% | Unchanged |
| West Oak Capital, LLC | 200 | $22.6K | 0.01% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 208 | $23.5K | 0.01% | −7−3.3% | Reduced |
| Hoey Investments, Inc | 218 | $24.6K | 0.01% | +100+84.7% | Added |
| Sound Income Strategies, LLC | 220 | $24.9K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 236 | $26.0K | 0.01% | +32+15.7% | Added |
| Sunbelt Securities, Inc. | 236 | $26.7K | 0.00% | +236 | New |
| Canton Hathaway, LLC | 240 | $27.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 240 | $27.1K | 0.00% | −41−14.6% | Reduced |
| Earnest Partners LLC | 246 | $27.8K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 250 | $28.3K | 0.01% | −2,500−90.9% | Reduced |
| Bell Investment Advisors, Inc | 250 | $28.3K | 0.01% | +17+7.3% | Added |
| Prestige Wealth Management Group LLC | 253 | $28.6K | 0.01% | −46−15.4% | Reduced |
| NewSquare Capital LLC | 262 | $29.6K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 276 | $31.2K | 0.01% | −26−8.6% | Reduced |
| Versant Capital Management, Inc | 280 | $31.6K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 283 | $32.0K | 0.01% | +283 | New |
| Farther Finance Advisors, LLC | 292 | $33.0K | 0.01% | +8+2.8% | Added |
| IAG Wealth Partners, LLC | 305 | $34.5K | 0.01% | −100−24.7% | Reduced |
| Castleview Partners, LLC | 314 | $35.5K | 0.03% | +3+1.0% | Added |
| KB Financial Partners, LLC | 326 | $37.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 333 | $38.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 333 | $38.0K | 0.00% | +206+162.2% | Added |
| Kalos Management, Inc. | 346 | $39.1K | 0.08% | +346 | New |
| Westside Investment Management, Inc. | 351 | $39.7K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 356 | $40.0K | 0.00% | +356 | New |
| Catalyst Capital Advisors LLC | 369 | $41.7K | 0.00% | −127−25.6% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 385 | $43.5K | 0.02% | 00.0% | Unchanged |
