| VitalStone Financial, LLC | 2 | $192 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3 | $288 | 0.00% | −25−89.3% | Reduced |
| Chesapeake Asset Management LLC | 5 | $479 | 0.00% | +5 | New |
| Aspect Partners, LLC | 5 | $480 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $480 | 0.00% | +5 | New |
| Riverview Trust Co | 5 | $480 | 0.00% | +5 | New |
| TFC Financial Management | 6 | $576 | 0.00% | −1−14.3% | Reduced |
| Highline Wealth Partners LLC | 8 | $767 | 0.00% | −22−73.3% | Reduced |
| Voisard Asset Management Group, Inc. | 10 | $959 | 0.00% | +10 | New |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | −1,686−99.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $1.00K | 0.00% | −798−99.1% | Reduced |
| Symetra Investment Management Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 14 | $1.34K | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 17 | $1.63K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 19 | $1.82K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $2.01K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 21 | $2.01K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 23 | $2.22K | 0.00% | +8+53.3% | Added |
| Essex Investment Management Co LLC | 25 | $2.40K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $2.40K | 0.00% | +9+56.3% | Added |
| Fortis Group Advisors, LLC | 26 | $2.49K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 26 | $2.49K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 27 | $2.59K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $2.59K | 0.00% | +9+50.0% | Added |
| Jaffetilchin Investment Partners, LLC | 27 | $2.59K | 0.00% | +27 | New |
| Reston Wealth Management LLC | 27 | $2.59K | 0.00% | +27 | New |
| Semmax Financial Advisors Inc. | 31 | $2.59K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 28 | $2.69K | 0.00% | −469−94.4% | Reduced |
| Wolff Wiese Magana LLC | 28 | $2.69K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 29 | $2.78K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 30 | $2.88K | 0.00% | +30 | New |
| Cetera Trust Company, N.A | 34 | $3.26K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 34 | $3.31K | 0.00% | +34 | New |
| Rakuten Securities, Inc. | 35 | $3.36K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 37 | $3.55K | 0.00% | +11+42.3% | Added |
| Tortoise Investment Management, LLC | 38 | $3.64K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 38 | $3.65K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 39 | $3.74K | 0.00% | −6−13.3% | Reduced |
| Dunhill Financial, LLC | 40 | $3.84K | 0.00% | +28+233.3% | Added |
| Chilton Capital Management LLC | 41 | $3.93K | 0.00% | −222−84.4% | Reduced |
| Princeton Global Asset Management LLC | 43 | $4.12K | 0.00% | +43 | New |
| Cornerstone Planning Group LLC | 49 | $4.23K | 0.00% | −17−25.8% | Reduced |
| Nemes Rush Group LLC | 42 | $4.30K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 47 | $4.51K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 50 | $4.75K | 0.00% | +1+2.0% | Added |
| SJS Investment Consulting Inc. | 52 | $4.99K | 0.00% | −5−8.8% | Reduced |
| MV Capital Management, Inc. | 52 | $4.99K | 0.00% | −4−7.1% | Reduced |
| Addison Advisors LLC | 55 | $5.28K | 0.00% | +55 | New |
| Raffa Wealth Management, LLC | 56 | $5.37K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 57 | $5.47K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 62 | $5.96K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 63 | $6.04K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 64 | $6.14K | 0.00% | +10+18.5% | Added |
| Transcendent Capital Group LLC | 66 | $6.33K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 69 | $6.62K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 72 | $6.88K | 0.00% | +20+38.5% | Added |
| Financial Management Professionals, Inc. | 72 | $7.00K | 0.00% | +10+16.1% | Added |
| Bell Investment Advisors, Inc | 75 | $7.19K | 0.00% | −15−16.7% | Reduced |
| True Wealth Design, LLC | 78 | $7.48K | 0.00% | −8,227−99.1% | Reduced |
| Hilltop National Bank | 80 | $7.67K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 81 | $7.77K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 87 | $8.00K | 0.00% | −12−12.1% | Reduced |
| Harbor Investment Advisory, LLC | 89 | $8.54K | 0.00% | −3−3.3% | Reduced |
| Tompkins Financial Corp | 94 | $9.02K | 0.00% | +94 | New |
| Peterson Financial Group, Inc. | 97 | $9.30K | 0.04% | +97 | New |
| Salem Investment Counselors Inc | 100 | $9.59K | 0.00% | −370−78.7% | Reduced |
| Arcadia Investment Management Corp | 100 | $9.59K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 101 | $9.69K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 108 | $10.0K | 0.00% | −19−15.0% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 105 | $10.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 107 | $10.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 108 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 110 | $10.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 115 | $11.1K | 0.00% | +1+0.9% | Added |
| Larson Financial Group LLC | 116 | $11.1K | 0.00% | −47−28.8% | Reduced |
| Private Wealth Management Group, LLC | 116 | $11.1K | 0.00% | +2+1.8% | Added |
| ORG Partners LLC | 123 | $11.9K | 0.00% | −61−33.2% | Reduced |
| FinTrust Capital Advisors, LLC | 125 | $12.0K | 0.00% | −32−20.4% | Reduced |
| Westside Investment Management, Inc. | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 130 | $12.0K | 0.01% | +2+1.6% | Added |
| Smithfield Trust Co | 135 | $13.0K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 144 | $13.8K | 0.00% | −4−2.7% | Reduced |
| Trust Co of Vermont | 149 | $14.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 150 | $14.4K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 151 | $14.5K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 154 | $14.8K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 155 | $14.9K | 0.00% | −3−1.9% | Reduced |
| Capital Advisors, Ltd. LLC | 156 | $15.0K | 0.00% | −6−3.7% | Reduced |
| Peoples Financial Services Corp. | 158 | $15.2K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 163 | $15.6K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 167 | $16.0K | 0.01% | +167 | New |
| Bruce G. Allen Investments, LLC | 168 | $16.1K | 0.01% | +4+2.4% | Added |
| Farmers & Merchants Investments Inc | 170 | $16.3K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 14,466 | $16.6K | 0.00% | +14,466 | New |
| Valued Wealth Advisors LLC | 174 | $16.7K | 0.01% | +2+1.2% | Added |
| Clearstead Advisors, LLC | 181 | $17.3K | 0.00% | +36+24.8% | Added |
| Legacy Investment Solutions, LLC | 210 | $17.5K | 0.01% | +210 | New |