| ClariVest Asset Management LLC | 6 | $0 | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 0 | $23 | 0.00% | 0 | Unchanged |
| Motco | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1 | $76 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 4 | $303 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $303 | 0.00% | +4 | New |
| True Wealth Design, LLC | 5 | $379 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $454 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 6 | $454 | 0.00% | +6 | New |
| Longfellow Investment Management Co LLC | 9 | $701 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 12 | $908 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | +7+100.0% | Added |
| Investors Research Corp | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 15 | $1.12K | 0.00% | +15 | New |
| USA Financial Portformulas Corp | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 26 | $1.97K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 27 | $2.04K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 29 | $2.19K | 0.00% | −3−9.4% | Reduced |
| Semmax Financial Advisors Inc. | 34 | $2.21K | 0.00% | +34 | New |
| West Paces Advisors Inc. | 32 | $2.42K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 34 | $2.60K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 42 | $3.17K | 0.00% | −29−40.8% | Reduced |
| Steward Financial Group LLC | 63 | $4.00K | 0.00% | +63 | New |
| Perkins Coie Trust Co | 53 | $4.01K | 0.00% | +53 | New |
| Missouri Trust & Investment Co | 54 | $4.08K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 60 | $4.54K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 60 | $4.54K | 0.00% | +60 | New |
| JFS Wealth Advisors, LLC | 62 | $4.69K | 0.00% | −14−18.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 62 | $4.69K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 70 | $5.30K | 0.00% | −5−6.7% | Reduced |
| Baystate Wealth Management LLC | 74 | $5.64K | 0.00% | −6−7.5% | Reduced |
| Strengthening Families & Communities, LLC | 85 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 82 | $6.00K | 0.00% | +32+64.0% | Added |
| Quarry LP | 85 | $6.43K | 0.00% | +85 | New |
| FinTrust Capital Advisors, LLC | 90 | $6.81K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 93 | $7.04K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 98 | $7.41K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $7.56K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 100 | $7.56K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 103 | $7.79K | 0.00% | −14−12.0% | Reduced |
| Rational Advisors LLC | 90 | $7.85K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 104 | $7.89K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 112 | $8.47K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 114 | $8.62K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 115 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 121 | $9.15K | 0.00% | +4+3.4% | Added |
| Delos Wealth Advisors, LLC | 115 | $9.44K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 125 | $9.46K | 0.00% | −55−30.6% | Reduced |
| Oakworth Capital, Inc. | 134 | $10.1K | 0.00% | +102+318.8% | Added |
| JJJ Advisors Inc. | 134 | $10.1K | 0.00% | +41+44.1% | Added |
| Paladin Advisory Group, LLC | 150 | $11.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 156 | $11.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 167 | $12.6K | 0.01% | +167 | New |
| EverSource Wealth Advisors, LLC | 180 | $13.6K | 0.00% | −6−3.2% | Reduced |
| Riverview Trust Co | 188 | $14.2K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 191 | $14.4K | 0.01% | +24+14.4% | Added |
| Jones Financial Companies LLLP | 196 | $14.8K | 0.00% | −123−38.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 200 | $15.1K | 0.01% | −100−33.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 200 | $15.1K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 202 | $15.3K | 0.01% | +202 | New |
| Valley National Advisers Inc | 205 | $16.0K | 0.00% | +5+2.5% | Added |
| Sugarloaf Wealth Management, LLC | 212 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 215 | $16.3K | 0.00% | −4−1.8% | Reduced |
| Colonial Trust Co | 203 | $16.3K | 0.00% | +70+52.6% | Added |
| Assetmark, Inc | 216 | $16.3K | 0.00% | −3−1.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 229 | $17.3K | 0.00% | −326−58.7% | Reduced |
| Bell Investment Advisors, Inc | 231 | $17.5K | 0.00% | +2+0.9% | Added |
| Covestor Ltd | 236 | $18.0K | 0.01% | −27−10.3% | Reduced |
| Grove Bank & Trust | 250 | $18.9K | 0.00% | −63−20.1% | Reduced |
| JNBA Financial Advisors | 250 | $18.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 247 | $19.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 266 | $20.1K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 340 | $20.7K | 0.00% | +140+70.0% | Added |
| Costello Asset Management, INC | 280 | $21.2K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 282 | $21.3K | 0.01% | −3−1.1% | Reduced |
| Capital Advisors, Ltd. LLC | 289 | $22.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 295 | $22.3K | 0.00% | +1+0.3% | Added |
| Aspire Private Capital, LLC | 300 | $22.7K | 0.01% | +248+476.9% | Added |
| Baker Avenue Asset Management, LP | 307 | $23.2K | 0.00% | +2+0.7% | Added |
| Ofi Invest Asset Management | 342 | $24.4K | 0.00% | +342 | New |
| South State Corp. | 324 | $24.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 325 | $24.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 328 | $24.8K | 0.01% | +11+3.5% | Added |
| Western Pacific Wealth Management, LP | 340 | $25.7K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 360 | $27.2K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 362 | $27.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 371 | $28.0K | 0.01% | +1+0.3% | Added |
| TFC Financial Management | 375 | $28.3K | 0.01% | −5−1.3% | Reduced |
| Legacy Financial Group LLC | 378 | $28.6K | 0.01% | +378 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 382 | $28.9K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 386 | $29.2K | 0.01% | 00.0% | Unchanged |