| Chesapeake Asset Management LLC | 1 | $264 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $265 | 0.00% | +1 | New |
| Baldwin Brothers Inc | 2 | $529 | 0.00% | −4−66.7% | Reduced |
| First Command Advisory Services, Inc. | 2 | $529 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $793 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $794 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4 | $1.00K | 0.00% | +4 | New |
| Financial Network Wealth Advisors LLC | 4 | $1.06K | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $1.32K | 0.00% | +1+25.0% | Added |
| Financial Gravity Companies, Inc. | 6 | $1.59K | 0.00% | +6 | New |
| Crewe Advisors LLC | 6 | $1.60K | 0.00% | +4+200.0% | Added |
| Cornerstone Planning Group LLC | 7 | $1.78K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $2.12K | 0.00% | −2−20.0% | Reduced |
| BBJS Financial Advisors, LLC | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $2.12K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 9 | $2.38K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $2.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $2.38K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 9 | $2.43K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $2.64K | 0.00% | −3−23.1% | Reduced |
| Heritage Wealth Advisors | 10 | $2.64K | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.69K | 0.00% | −1−9.1% | Reduced |
| GW&K Investment Management, LLC | 10 | $3.00K | 0.00% | +3+42.9% | Added |
| Bartlett & Co. Wealth Management LLC | 12 | $3.17K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 13 | $3.44K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13 | $3.44K | 0.00% | +13 | New |
| TD Capital Management LLC | 14 | $3.57K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $4.23K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $4.76K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 19 | $5.02K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $5.29K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 23 | $6.08K | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 25 | $6.61K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $6.61K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 25 | $6.61K | 0.00% | +5+25.0% | Added |
| Anfield Capital Management, LLC | 25 | $6.61K | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 26 | $6.87K | 0.00% | +3+13.0% | Added |
| Pinnacle Bancorp, Inc. | 30 | $7.93K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 32 | $8.46K | 0.00% | −4−11.1% | Reduced |
| Global Wealth Strategies & Associates | 33 | $8.72K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 33 | $8.72K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 35 | $9.25K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 35 | $9.25K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 36 | $9.52K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 37 | $9.78K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $9.87K | 0.00% | −1−2.6% | Reduced |
| Sandy Spring Bank | 39 | $10.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 39 | $10.3K | 0.00% | +5+14.7% | Added |
| Hemington Wealth Management | 61 | $11.0K | 0.00% | +61 | New |
| Reuter James Wealth Management, LLC | 44 | $11.6K | 0.00% | +44 | New |
| Ashton Thomas Securities, LLC | 45 | $11.9K | 0.00% | +45 | New |
| Johnson Financial Group, Inc. | 46 | $12.2K | 0.00% | −4−8.0% | Reduced |
| Webster Bank, N. A. | 48 | $12.7K | 0.00% | −27−36.0% | Reduced |
| Centerpoint Advisors, LLC | 48 | $13.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 50 | $13.2K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $13.2K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $13.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 51 | $13.5K | 0.00% | +1+2.0% | Added |
| Tortoise Investment Management, LLC | 51 | $13.6K | 0.00% | −9−15.0% | Reduced |
| Concord Wealth Partners | 53 | $14.0K | 0.00% | +51+2,550.0% | Added |
| Frazier Financial Advisors, LLC | 55 | $14.5K | 0.01% | −38−40.9% | Reduced |
| Washington Trust Co | 58 | $15.4K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 58 | $16.9K | 0.00% | +11+23.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 64 | $16.9K | 0.00% | −43−40.2% | Reduced |
| Resources Management Corp | 63 | $17.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 66 | $17.3K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 67 | $17.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 67 | $17.7K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $17.7K | 0.01% | +67 | New |
| Dunhill Financial, LLC | 73 | $19.2K | 0.01% | +5+7.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 75 | $19.8K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 75 | $19.8K | 0.00% | +75 | New |
| WR Wealth Planners, LLC | 77 | $20.4K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 82 | $21.7K | 0.00% | +82 | New |
| Fortitude Family Office, LLC | 83 | $21.9K | 0.01% | +21+33.9% | Added |
| Atlas Capital Advisors LLC | 86 | $22.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 89 | $23.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 89 | $23.5K | 0.01% | +29+48.3% | Added |
| First Personal Financial Services | 90 | $23.8K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 93 | $24.6K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $26.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 102 | $27.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $27.2K | 0.01% | +72+232.3% | Added |
| Tanglewood Legacy Advisors, LLC | 106 | $28.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 106 | $28.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 108 | $28.6K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 111 | $29.3K | 0.01% | +111 | New |
| Alpine Bank Wealth Management | 113 | $29.9K | 0.00% | +113 | New |
| MV Capital Management, Inc. | 129 | $34.1K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 131 | $34.6K | 0.03% | +131 | New |
| Cromwell Holdings LLC | 136 | $36.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 138 | $36.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 140 | $37.0K | 0.00% | +140 | New |
| ORG Partners LLC | 147 | $39.0K | 0.01% | −5−3.3% | Reduced |
| Gen-Wealth Partners Inc | 157 | $39.3K | 0.02% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 150 | $39.7K | 0.00% | 00.0% | Unchanged |