| Sofos Investments, Inc. | 0 | $5 | 0.00% | −72−100.0% | Reduced |
| VisionPoint Advisory Group, LLC | 2 | $142 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 3 | $213 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $284 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $284 | 0.00% | +2+100.0% | Added |
| Wolff Wiese Magana LLC | 5 | $355 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 7 | $496 | 0.00% | +7 | New |
| AllSquare Wealth Management LLC | 8 | $567 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $567 | 0.00% | +8 | New |
| Iron Horse Wealth Management, LLC | 12 | $851 | 0.00% | +12 | New |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +5+33.3% | Added |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $1.18K | 0.00% | −14−45.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 17 | $1.21K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 20 | $1.42K | 0.00% | −34−63.0% | Reduced |
| Park Place Capital Corp | 24 | $1.70K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 25 | $1.77K | 0.00% | +25 | New |
| Financial Management Professionals, Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $2.00K | 0.00% | −1−3.7% | Reduced |
| Avion Wealth | 48 | $2.00K | 0.00% | +20+71.4% | Added |
| JNBA Financial Advisors | 29 | $2.06K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 29 | $2.06K | 0.00% | +2+7.4% | Added |
| Baker Avenue Asset Management, LP | 31 | $2.20K | 0.00% | +2+6.9% | Added |
| Tfo-TDC, LLC | 31 | $2.23K | 0.00% | +22+244.4% | Added |
| Larson Financial Group LLC | 32 | $2.28K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 35 | $2.48K | 0.00% | +26+288.9% | Added |
| SOA Wealth Advisors, LLC. | 37 | $2.59K | 0.00% | +1+2.8% | Added |
| Harbor Investment Advisory, LLC | 42 | $2.98K | 0.00% | −1,211−96.6% | Reduced |
| Acima Private Wealth, LLC | 42 | $2.98K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 49 | $3.48K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 52 | $3.69K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $3.83K | 0.00% | −11−16.9% | Reduced |
| GoalVest Advisory LLC | 54 | $3.83K | 0.00% | +54 | New |
| SJS Investment Consulting Inc. | 54 | $3.83K | 0.00% | +16+42.1% | Added |
| Estabrook Capital Management | 56 | $3.97K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 57 | $4.04K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 58 | $4.12K | 0.00% | −29−33.3% | Reduced |
| Concord Wealth Partners | 65 | $4.63K | 0.00% | −6−8.5% | Reduced |
| Core Wealth Advisors, Inc. | 66 | $4.68K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 68 | $4.82K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 77 | $5.46K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 83 | $5.92K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Systematic Financial Management LP | 90 | $6.38K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 94 | $6.67K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 98 | $6.95K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 99 | $7.02K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $7.09K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 107 | $7.59K | 0.00% | +33+44.6% | Added |
| Carmichael Hill & Associates, Inc. | 107 | $7.59K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 116 | $8.22K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 120 | $8.51K | 0.00% | +120 | New |
| Headlands Technologies LLC | 122 | $8.65K | 0.00% | +122 | New |
| Cape Investment Advisory, Inc. | 129 | $9.12K | 0.01% | +1+0.8% | Added |
| Fuller & Thaler Asset Management, Inc. | 130 | $9.22K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 129 | $9.47K | 0.00% | −1,346−91.3% | Reduced |
| GW&K Investment Management, LLC | 140 | $10.0K | 0.00% | +5+3.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 148 | $10.6K | 0.01% | +148 | New |
| Archer Investment Corp | 150 | $10.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 151 | $10.7K | 0.00% | −21−12.2% | Reduced |
| Foster Dykema Cabot & Co Inc | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 159 | $11.3K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 165 | $11.7K | 0.00% | +165 | New |
| Steward Financial Group LLC | 173 | $12.0K | 0.00% | +3+1.8% | Added |
| Quarry LP | 171 | $12.1K | 0.01% | +171 | New |
| Plante Moran Financial Advisors, LLC | 188 | $13.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 188 | $13.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 190 | $13.5K | 0.00% | +190 | New |
| West Paces Advisors Inc. | 197 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $14.2K | 0.01% | −60−23.1% | Reduced |
| M&R Capital Management Inc | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 204 | $14.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 205 | $14.5K | 0.00% | −731−78.1% | Reduced |
| Slocum, Gordon & Co LLP | 208 | $14.7K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 217 | $15.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 219 | $15.5K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 220 | $15.6K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 222 | $15.7K | 0.00% | −687−75.6% | Reduced |
| Farmers & Merchants Investments Inc | 228 | $16.2K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 240 | $17.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 243 | $17.2K | 0.00% | +22+10.0% | Added |
| West Financial Advisors, LLC | 247 | $17.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 269 | $19.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 270 | $19.1K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 273 | $19.4K | 0.01% | +273 | New |
| Barrett & Company, Inc. | 293 | $20.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 296 | $21.0K | 0.02% | +15+5.3% | Added |
| Norwood Financial Corp | 300 | $21.3K | 0.03% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 312 | $22.1K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 325 | $23.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 340 | $24.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 341 | $24.2K | 0.01% | +19+5.9% | Added |
| Caldwell Sutter Capital, Inc. | 365 | $25.9K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 375 | $26.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 400 | $28.4K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 400 | $28.4K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 366 | $29.2K | 0.00% | +23+6.7% | Added |