| Asset Dedication, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $210 | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 2 | $213 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $315 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 105 | $322 | 0.01% | +14+15.4% | Added |
| Tfo-TDC, LLC | 4 | $420 | 0.00% | +1+33.3% | Added |
| TFC Financial Management | 5 | $526 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 7 | $737 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $1.05K | 0.00% | +10 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 12 | $1.26K | 0.00% | +12 | New |
| North Star Investment Management Corp. | 15 | $1.58K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.58K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 16 | $1.68K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 17 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 18 | $1.89K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 18 | $1.89K | 0.00% | +18 | New |
| GPS Wealth Strategies Group, LLC | 18 | $1.89K | 0.00% | +18 | New |
| Jackson, Grant Investment Advisers, Inc. | 19 | $2.00K | 0.00% | +19 | New |
| Front Row Advisors LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 25 | $2.00K | 0.00% | +25 | New |
| ICA Group Wealth Management, LLC | 20 | $2.10K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 21 | $2.21K | 0.00% | +21 | New |
| Estabrook Capital Management | 23 | $2.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.42K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 24 | $2.52K | 0.00% | +24 | New |
| Evermay Wealth Management LLC | 25 | $2.63K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 25 | $2.63K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 25 | $2.63K | 0.00% | +1+4.2% | Added |
| Castleview Partners, LLC | 27 | $2.84K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $2.94K | 0.00% | +3+12.0% | Added |
| Capital Analysts, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 29 | $3.05K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 29 | $3.05K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $3.37K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 33 | $3.50K | 0.00% | +33 | New |
| Proequities, Inc. | 34 | $3.57K | 0.00% | +34 | New |
| HHM Wealth Advisors, LLC | 35 | $3.68K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 35 | $3.68K | 0.00% | +35 | New |
| SJS Investment Consulting Inc. | 35 | $3.68K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 39 | $4.15K | 0.00% | +25+178.6% | Added |
| Abound Wealth Management | 40 | $4.21K | 0.00% | +20+100.0% | Added |
| Lee Financial Co | 43 | $4.52K | 0.00% | −5,560−99.2% | Reduced |
| Grey Fox Wealth Advisors, LLC | 43 | $4.52K | 0.00% | +43 | New |
| Credential Qtrade Securities Inc. | 47 | $4.94K | 0.00% | +47 | New |
| West Paces Advisors Inc. | 52 | $5.47K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $5.78K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 55 | $5.78K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 58 | $6.10K | 0.00% | +58 | New |
| Clearstead Advisors, LLC | 59 | $6.20K | 0.00% | +29+96.7% | Added |
| Sandy Spring Bank | 65 | $6.83K | 0.00% | −51−44.0% | Reduced |
| Hollencrest Capital Management | 70 | $7.36K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 76 | $7.99K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 77 | $8.09K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 82 | $8.62K | 0.01% | +9+12.3% | Added |
| SRS Capital Advisors, Inc. | 83 | $8.72K | 0.00% | +33+66.0% | Added |
| IFP Advisors, Inc | 255 | $9.44K | 0.00% | −360−58.5% | Reduced |
| Financial Perspectives, Inc | 90 | $9.46K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 91 | $9.56K | 0.00% | +91 | New |
| Newbridge Financial Services Group, Inc. | 100 | $10.5K | 0.01% | −408−80.3% | Reduced |
| Ruedi Wealth Management, Inc. | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 100 | $10.5K | 0.00% | +21+26.6% | Added |
| Solstein Capital, LLC | 102 | $10.7K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 109 | $11.5K | 0.00% | +1+0.9% | Added |
| Twin Lakes Capital Management, LLC | 111 | $11.7K | 0.01% | +1+0.9% | Added |
| JFS Wealth Advisors, LLC | 114 | $12.0K | 0.00% | −3−2.6% | Reduced |
| WealthPlan Investment Management, LLC | 118 | $12.4K | 0.00% | +118 | New |
| Pinnacle Bancorp, Inc. | 119 | $12.5K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 119 | $12.5K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 125 | $13.1K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 130 | $13.7K | 0.00% | +49+60.5% | Added |
| Bell Investment Advisors, Inc | 131 | $13.8K | 0.00% | +5+4.0% | Added |
| Whittier Trust Co of Nevada Inc | 140 | $14.7K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 142 | $15.0K | 0.01% | −23−13.9% | Reduced |
| International Assets Investment Management, LLC | 14,013 | $15.1K | 0.00% | +14,013 | New |
| GHP Investment Advisors, Inc. | 158 | $16.6K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 159 | $16.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 179 | $18.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 181 | $19.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 185 | $19.4K | 0.00% | −186−50.1% | Reduced |
| PFG Private Wealth Management, LLC | 191 | $20.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 193 | $20.3K | 0.00% | +1+0.5% | Added |
| Larson Financial Group LLC | 193 | $20.3K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 199 | $20.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 202 | $21.3K | 0.01% | +202 | New |
| RFP Financial Group LLC | 206 | $21.7K | 0.02% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 214 | $22.5K | 0.01% | +1+0.5% | Added |
| Annapolis Financial Services, LLC | 219 | $23.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 221 | $23.2K | 0.00% | −5−2.2% | Reduced |
| Harbor Investment Advisory, LLC | 228 | $24.0K | 0.00% | 00.0% | Unchanged |