| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $282 | 0.00% | – | – |
| Ridgewood Investments LLC | 2 | $282 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $423 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $423 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 3 | $423 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $423 | 0.00% | −18−85.7% | Reduced |
| Webster Bank, N. A. | 4 | $563 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $705 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $846 | 0.00% | +6 | New |
| Caldwell Sutter Capital, Inc. | 7 | $986 | 0.00% | +7 | New |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Delos Wealth Advisors, LLC | 8 | $1.13K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 11 | $1.55K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 12 | $1.69K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $2.11K | 0.00% | −10−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 15 | $2.11K | 0.00% | −1,068−98.6% | Reduced |
| Trifecta Capital Advisors, LLC | 15 | $2.11K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 18 | $2.54K | 0.00% | +2+12.5% | Added |
| First Community Trust NA | 18 | $2.54K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 19 | $2.68K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $2.82K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 22 | $3.10K | 0.00% | +3+15.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 24 | $3.38K | 0.00% | 00.0% | Unchanged |
| 25 LLC | 24 | $3.49K | 0.00% | +24 | New |
| Bellevue Asset Management, LLC | 29 | $4.08K | 0.00% | +2+7.4% | Added |
| Glen Eagle Advisors, LLC | 30 | $4.23K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 31 | $4.37K | 0.00% | +24+342.9% | Added |
| Geneos Wealth Management Inc. | 32 | $4.51K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 33 | $4.65K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 33 | $4.65K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 36 | $5.00K | 0.00% | −499−93.3% | Reduced |
| Schubert & Co | 37 | $5.21K | 0.00% | −6−14.0% | Reduced |
| Pinnacle Financial Partners Inc | 38 | $5.35K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 38 | $5.35K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $5.35K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 39 | $5.49K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 41 | $5.78K | 0.00% | −1−2.4% | Reduced |
| Red Tortoise LLC | 42 | $5.92K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 43 | $6.06K | 0.00% | +43 | New |
| Lee Financial Co | 45 | $6.34K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 46 | $6.48K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 48 | $6.76K | 0.00% | +26+118.2% | Added |
| M&R Capital Management Inc | 49 | $6.90K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 52 | $7.00K | 0.00% | +29+126.1% | Added |
| Brown, Lisle/Cummings, Inc. | 50 | $7.04K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 51 | $7.18K | 0.00% | 00.0% | Unchanged |
| Garda Capital Partners LP | 52 | $7.33K | 0.01% | +52 | New |
| Centennial Bank | 58 | $8.17K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 59 | $8.31K | 0.00% | −2−3.3% | Reduced |
| Raffa Wealth Management, LLC | 60 | $8.45K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 60 | $8.45K | 0.00% | +60 | New |
| Riggs Asset Managment Co. Inc. | 61 | $8.59K | 0.00% | −60−49.6% | Reduced |
| Sunbelt Securities, Inc. | 63 | $8.66K | 0.00% | +63 | New |
| Capstone Investment Advisors, LLC | 63 | $8.88K | 0.00% | −17,701−99.6% | Reduced |
| TCI Wealth Advisors, Inc. | 63 | $8.88K | 0.00% | −23−26.7% | Reduced |
| Providence Capital Advisors, LLC | 68 | $9.58K | 0.00% | +68 | New |
| West Paces Advisors Inc. | 70 | $9.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 75 | $10.6K | 0.00% | +4+5.6% | Added |
| Venturi Wealth Management, LLC | 78 | $11.0K | 0.00% | +78 | New |
| MRP Capital Investments, LLC | 78 | $11.0K | 0.01% | +78 | New |
| Smithfield Trust Co | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 79 | $11.1K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 79 | $11.2K | 0.00% | +79 | New |
| Westside Investment Management, Inc. | 83 | $11.7K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 83 | $11.7K | 0.00% | +83 | New |
| Accel Wealth Management | 87 | $12.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 91 | $12.8K | 0.01% | +80+727.3% | Added |
| Tradition Wealth Management, LLC | 102 | $14.0K | 0.00% | −1−1.0% | Reduced |
| Baldwin Brothers Inc | 100 | $14.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 101 | $14.2K | 0.00% | −28−21.7% | Reduced |
| Riverview Trust Co | 101 | $14.2K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 101 | $14.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 108 | $15.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 112 | $15.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 117 | $16.0K | 0.00% | +2+1.7% | Added |
| Bell Investment Advisors, Inc | 114 | $16.1K | 0.00% | +4+3.6% | Added |
| AXS Investments LLC | 119 | $16.8K | 0.01% | +119 | New |
| Beacon Capital Management, LLC | 119 | $16.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 120 | $16.9K | 0.01% | −21−14.9% | Reduced |
| ICA Group Wealth Management, LLC | 120 | $16.9K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 120 | $16.9K | 0.00% | +21+21.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127 | $17.9K | 0.00% | +52+69.3% | Added |
| Ameritas Advisory Services, LLC | 130 | $18.5K | 0.00% | +130 | New |
| Baystate Wealth Management LLC | 148 | $20.8K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 114 | $22.0K | 0.01% | +78+216.7% | Added |
| WR Wealth Planners, LLC | 166 | $23.4K | 0.01% | +166 | New |
| Newbridge Financial Services Group, Inc. | 167 | $23.5K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 171 | $24.0K | 0.00% | −105−38.0% | Reduced |
| Washington Trust Co | 173 | $24.4K | 0.00% | +1+0.6% | Added |
| HM Payson & Co | 179 | $25.2K | 0.00% | −40−18.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 180 | $25.4K | 0.00% | −35−16.3% | Reduced |
| AdvisorNet Financial, Inc | 183 | $25.8K | 0.00% | +5+2.8% | Added |
| Toth Financial Advisory Corp | 190 | $26.8K | 0.00% | +10+5.6% | Added |
| Ellevest, Inc. | 191 | $26.9K | 0.00% | +10+5.5% | Added |
| Earnest Partners LLC | 200 | $28.2K | 0.00% | 00.0% | Unchanged |