| GW&K Investment Management, LLC | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 0 | $42 | 0.00% | 0 | New |
| Motco | 1 | $108 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $216 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $325 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $432 | 0.00% | −1−20.0% | Reduced |
| Smartleaf Asset Management LLC | 4 | $432 | 0.00% | +4 | New |
| Bangor Savings Bank | 5 | $540 | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 6 | $649 | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 6 | $649 | 0.00% | +6 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $757 | 0.00% | +7 | New |
| West Paces Advisors Inc. | 7 | $757 | 0.00% | +7 | New |
| Sachetta, LLC | 7 | $757 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 9 | $922 | 0.00% | +9 | New |
| Creative Financial Designs Inc | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.08K | 0.00% | +4+66.7% | Added |
| Key Financial Inc | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $1.73K | 0.00% | +16 | New |
| New England Capital Financial Advisors LLC | 16 | $1.78K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 17 | $1.84K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.95K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.95K | 0.00% | +18 | New |
| Psagot Value Holdings Ltd. / (Israel) | 23 | $2.00K | 0.00% | −6−20.7% | Reduced |
| Valley National Advisers Inc | 20 | $2.00K | 0.00% | +20 | New |
| Plante Moran Financial Advisors, LLC | 21 | $2.27K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 28 | $2.59K | 0.00% | +28 | New |
| Kelly Financial Services LLC | 26 | $2.81K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $2.92K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 32 | $2.96K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 28 | $3.03K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 33 | $3.05K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 29 | $3.13K | 0.00% | −82−73.9% | Reduced |
| Manchester Capital Management LLC | 29 | $3.13K | 0.00% | +2+7.4% | Added |
| Castleview Partners, LLC | 29 | $3.13K | 0.00% | +29 | New |
| Fortis Group Advisors, LLC | 30 | $3.24K | 0.00% | +15+100.0% | Added |
| Newbridge Financial Services Group, Inc. | 30 | $3.24K | 0.00% | −125−80.6% | Reduced |
| Global Wealth Strategies & Associates | 32 | $3.46K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $3.46K | 0.00% | +1+3.2% | Added |
| Clear Investment Research, LLC | 32 | $3.50K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 33 | $3.57K | 0.00% | +33 | New |
| Larson Financial Group LLC | 34 | $3.69K | 0.00% | +9+36.0% | Added |
| Burkett Financial Services, LLC | 35 | $3.75K | 0.00% | +35 | New |
| First Personal Financial Services | 35 | $3.78K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 36 | $3.89K | 0.00% | −8,310−99.6% | Reduced |
| Hantz Financial Services, Inc. | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 39 | $4.22K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 41 | $4.43K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 45 | $4.84K | 0.00% | +19+73.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 50 | $5.00K | 0.00% | +50 | New |
| Macroview Investment Management LLC | 46 | $5.01K | 0.01% | −72−61.0% | Reduced |
| PFS Partners, LLC | 48 | $5.22K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 49 | $5.26K | 0.00% | +49 | New |
| Raffa Wealth Management, LLC | 49 | $5.30K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $5.41K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 53 | $5.73K | 0.00% | +5+10.4% | Added |
| Rocky Mountain Advisers, LLC | 54 | $5.84K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 57 | $6.16K | 0.00% | +4+7.5% | Added |
| Wellington Shields Capital Management, LLC | 58 | $6.27K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 61 | $6.59K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 61 | $6.59K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 66 | $7.00K | 0.00% | −7−9.6% | Reduced |
| Lee Financial Co | 66 | $7.13K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 70 | $7.60K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 71 | $7.67K | 0.01% | 00.0% | Unchanged |
| Able Wealth Management LLC | 71 | $7.67K | 0.01% | +71 | New |
| Sound Income Strategies, LLC | 72 | $7.78K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 72 | $8.00K | 0.00% | −10−12.2% | Reduced |
| Concord Wealth Partners | 74 | $8.05K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 76 | $8.21K | 0.01% | +76 | New |
| Financial Perspectives, Inc | 79 | $8.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 80 | $8.65K | 0.00% | +11+15.9% | Added |
| Greenwood Gearhart Inc | 89 | $9.62K | 0.00% | +89 | New |
| Coston, McIsaac & Partners | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $10.8K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $10.8K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $10.8K | 0.00% | +100 | New |
| ICA Group Wealth Management, LLC | 100 | $10.8K | 0.00% | +100 | New |
| Birchbrook, Inc. | 100 | $10.8K | 0.01% | +100 | New |
| Garner Asset Management Corp | 107 | $10.8K | 0.01% | +107 | New |
| Capital Analysts, LLC | 103 | $11.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 100 | $11.0K | 0.01% | +100 | New |
| Carolinas Wealth Consulting LLC | 4,429 | $11.5K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 109 | $11.8K | 0.00% | +10+10.1% | Added |
| Twin Lakes Capital Management, LLC | 117 | $12.7K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 120 | $13.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 132 | $13.5K | 0.00% | +132 | New |
| Raleigh Capital Management Inc. | 130 | $14.1K | 0.01% | −12−8.5% | Reduced |
| Quent Capital, LLC | 136 | $14.7K | 0.00% | −19−12.3% | Reduced |
| Boyd Watterson Asset Management LLC | 143 | $15.5K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 160 | $17.3K | 0.01% | +160 | New |
| Oliver Lagore Vanvalin Investment Group | 165 | $17.8K | 0.01% | −16−8.8% | Reduced |
| Cambridge Trust Co | 166 | $17.9K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 166 | $17.9K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 168 | $18.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 170 | $18.4K | 0.00% | +1+0.6% | Added |