| Values First Advisors, Inc. | 0 | $11 | 0.00% | 0 | New |
| PSI Advisors, LLC | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $209 | 0.00% | – | – |
| TFC Financial Management | 2 | $210 | 0.00% | +2 | New |
| Accel Wealth Management | 3 | $314 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $314 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $418 | 0.00% | +3+300.0% | Added |
| Bangor Savings Bank | 5 | $523 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 7 | $732 | 0.00% | +7 | New |
| Raleigh Capital Management Inc. | 9 | $974 | 0.00% | −80−89.9% | Reduced |
| Creative Financial Designs Inc | 9 | $976 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 18 | $1.00K | 0.00% | −716−97.5% | Reduced |
| SkyView Investment Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $1.00K | 0.00% | +5 | New |
| Albion Financial Group | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $1.67K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 16 | $1.70K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 17 | $1.78K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 18 | $1.88K | 0.00% | +18 | New |
| Trifecta Capital Advisors, LLC | 18 | $1.88K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 21 | $2.19K | 0.00% | −1−4.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 21 | $2.19K | 0.00% | +21 | New |
| Larson Financial Group LLC | 25 | $2.62K | 0.00% | +20+400.0% | Added |
| Kelly Financial Services LLC | 26 | $2.72K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 26 | $2.72K | 0.00% | +26 | New |
| Moisand Fitzgerald Tamayo, LLC | 27 | $2.82K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 26 | $3.00K | 0.00% | +26 | New |
| Armstrong Advisory Group, Inc | 29 | $3.03K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $3.35K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 32 | $3.36K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 33 | $3.45K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $3.45K | 0.00% | +33 | New |
| Ahrens Investment Partners LLC | 33 | $3.45K | 0.00% | +33 | New |
| Cassady Schiller Wealth Management, LLC | 33 | $3.45K | 0.00% | +33 | New |
| Johnson Financial Group, Inc. | 33 | $3.45K | 0.00% | +33 | New |
| First Personal Financial Services | 35 | $3.66K | 0.00% | −78−69.0% | Reduced |
| SJS Investment Consulting Inc. | 35 | $3.66K | 0.00% | +6+20.7% | Added |
| Hantz Financial Services, Inc. | 36 | $4.00K | 0.00% | −159−81.5% | Reduced |
| Capital Analysts, LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 39 | $4.08K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 41 | $4.29K | 0.00% | +41 | New |
| Coastal Capital Group, Inc. | 42 | $4.39K | 0.00% | −42−50.0% | Reduced |
| Sutton Wealth Advisors Inc. | 43 | $4.49K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 45 | $4.70K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 48 | $5.00K | 0.00% | +13+37.1% | Added |
| Versant Capital Management, Inc | 48 | $5.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $5.12K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 49 | $5.15K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 53 | $5.54K | 0.00% | +53 | New |
| Goodman Advisory Group, LLC | 57 | $5.96K | 0.00% | +57 | New |
| Loomis Sayles & Co L P | 62 | $6.00K | 0.00% | −118−65.6% | Reduced |
| Rocky Mountain Advisers, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 72 | $6.00K | 0.00% | +72 | New |
| Wellington Shields Capital Management, LLC | 58 | $6.06K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 58 | $6.06K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 61 | $6.38K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 66 | $6.90K | 0.00% | +66 | New |
| Lee Financial Co | 66 | $6.90K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 70 | $7.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $7.32K | 0.00% | −3−4.1% | Reduced |
| Sound Income Strategies, LLC | 72 | $7.53K | 0.00% | −4−5.3% | Reduced |
| Earnest Partners LLC | 73 | $7.63K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 74 | $7.72K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 80 | $8.57K | 0.00% | +80 | New |
| Ellevest, Inc. | 85 | $8.88K | 0.00% | −1,751−95.4% | Reduced |
| Farther Finance Advisors, LLC | 89 | $9.30K | 0.00% | +26+41.3% | Added |
| Coston, McIsaac & Partners | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4,429 | $11.3K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 116 | $12.1K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 120 | $13.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 123 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 132 | $13.8K | 0.00% | +69+109.5% | Added |
| Boyd Watterson Asset Management LLC | 143 | $14.9K | 0.01% | 00.0% | Unchanged |
| New Hampshire Trust | 150 | $15.7K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 152 | $15.9K | 0.00% | +152 | New |
| Quent Capital, LLC | 154 | $16.1K | 0.00% | +34+28.3% | Added |
| MV Capital Management, Inc. | 159 | $16.6K | 0.00% | +10+6.7% | Added |
| Zions Bancorporation, N.A. | 164 | $17.1K | 0.00% | −5−3.0% | Reduced |
| Cambridge Trust Co | 166 | $17.4K | 0.00% | −110−39.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 166 | $17.4K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 166 | $17.4K | 0.02% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 166 | $17.4K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 176 | $18.0K | 0.00% | +112+175.0% | Added |
| Whittier Trust Co | 173 | $18.1K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 176 | $18.4K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 177 | $18.5K | 0.00% | −1−0.6% | Reduced |
| First Manhattan Co | 179 | $18.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 183 | $19.1K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 190 | $19.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 197 | $20.6K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $20.9K | 0.00% | +200 | New |
| Truvestments Capital LLC | 203 | $21.2K | 0.01% | −13−6.0% | Reduced |