| GW&K Investment Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Summit Wealth Group, LLC | 271,832 | $5 | 0.12% | +271,832 | New |
| Sugarloaf Wealth Management, LLC | 0 | $24 | 0.00% | −1−100.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $60 | 0.00% | +1 | New |
| WealthPlan Investment Management, LLC | 4 | $241 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 61 | $246 | 0.01% | +11+22.0% | Added |
| WestEnd Advisors, LLC | – | $422 | 0.00% | – | – |
| Global Trust Asset Management, LLC | 10 | $603 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 10 | $604 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 10 | $609 | 0.00% | +10 | New |
| True Wealth Design, LLC | 15 | $906 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $906 | 0.00% | +15 | New |
| James Investment Research Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Arlington Partners LLC | 19 | $1.15K | 0.00% | +19 | New |
| Arcadia Investment Advisors LLC | 20 | $1.21K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 25 | $1.51K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 27 | $1.63K | 0.00% | +27 | New |
| Tompkins Financial Corp | 30 | $1.81K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 30 | $1.81K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $1.93K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 33 | $1.99K | 0.00% | +33 | New |
| Carolina Wealth Advisors, LLC | 39 | $2.35K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 41 | $2.47K | 0.17% | −27−39.7% | Reduced |
| Hoey Investments, Inc | 41 | $2.47K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 42 | $2.53K | 0.00% | −9−17.6% | Reduced |
| Exchange Traded Concepts, LLC | 43 | $2.60K | 0.00% | −44−50.6% | Reduced |
| Independence Bank of Kentucky | 45 | $2.71K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 48 | $2.90K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 48 | $2.93K | 0.00% | −294−86.0% | Reduced |
| Highlander Capital Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 50 | $3.02K | 0.00% | −200−80.0% | Reduced |
| City Holding Co | 50 | $3.02K | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 50 | $3.02K | 0.00% | +50 | New |
| Mach-1 Financial Group, Inc. | 75 | $3.02K | 0.02% | +75 | New |
| JNBA Financial Advisors | 50 | $3.02K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 59 | $3.56K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 60 | $3.62K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 60 | $3.62K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 64 | $3.86K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $4.00K | 0.00% | +65 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 67 | $4.04K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 68 | $4.10K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 69 | $4.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 69 | $4.17K | 0.00% | +4+6.2% | Added |
| Riggs Asset Managment Co. Inc. | 70 | $4.22K | 0.00% | −70−50.0% | Reduced |
| CNB Bank | 70 | $4.22K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 71 | $4.28K | 0.00% | +32+82.1% | Added |
| Lee Financial Co | 71 | $4.29K | 0.00% | +17+31.5% | Added |
| Wolff Wiese Magana LLC | 72 | $4.34K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 73 | $4.41K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 73 | $4.43K | 0.00% | +70+2,333.3% | Added |
| Bourgeon Capital Management LLC | 75 | $4.53K | 0.00% | −18,250−99.6% | Reduced |
| Disciplined Investments, LLC | 77 | $4.65K | 0.00% | +10+14.9% | Added |
| Milestone Investment Advisors LLC | 78 | $4.68K | 0.00% | +78 | New |
| MCF Advisors LLC | 78 | $4.71K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 89 | $5.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 90 | $5.61K | 0.00% | −100−52.6% | Reduced |
| Key Financial Inc | 95 | $5.73K | 0.00% | −785−89.2% | Reduced |
| Kozak & Associates, Inc. | 96 | $5.82K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 97 | $5.85K | 0.00% | −770−88.8% | Reduced |
| Boyd Watterson Asset Management LLC | 97 | $5.85K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $6.03K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $6.03K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $6.03K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 100 | $6.03K | 0.00% | +100 | New |
| Trust Co | 100 | $6.03K | 0.00% | +100 | New |
| Focused Wealth Management, Inc | 103 | $6.21K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 103 | $6.21K | 0.00% | +61+145.2% | Added |
| Syverson Strege & Co | 106 | $6.40K | 0.00% | +106 | New |
| Richard W. Paul & Associates, LLC | 112 | $6.76K | 0.00% | +1+0.9% | Added |
| Schubert & Co | 115 | $6.94K | 0.01% | +9+8.5% | Added |
| Country Trust Bank | 118 | $7.12K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 120 | $7.24K | 0.00% | −5−4.0% | Reduced |
| Bellevue Asset Management, LLC | 120 | $7.27K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 125 | $7.54K | 0.00% | −303−70.8% | Reduced |
| Column Capital Advisors, LLC | 126 | $7.60K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 130 | $7.84K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 131 | $7.91K | 0.00% | +65+98.5% | Added |
| BerganKDV Wealth Management, LLC | 132 | $7.98K | 0.00% | −326−71.2% | Reduced |
| Abound Wealth Management | 133 | $8.03K | 0.00% | +31+30.4% | Added |
| Pinnacle Bancorp, Inc. | 136 | $8.21K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 133 | $8.38K | 0.01% | +133 | New |
| Parallax Volatility Advisers, L.P. | 139 | $8.39K | 0.00% | −116−45.5% | Reduced |
| Stephens Consulting, LLC | 146 | $8.82K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 142 | $9.00K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 153 | $9.26K | 0.00% | −338−68.8% | Reduced |
| Sageworth Trust Co | 157 | $9.47K | 0.00% | +157 | New |
| Bell Investment Advisors, Inc | 158 | $9.53K | 0.00% | −65−29.1% | Reduced |
| Baldwin Brothers Inc | 158 | $9.53K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 158 | $9.53K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 164 | $9.90K | 0.01% | −164−50.0% | Reduced |
| Rocky Mountain Advisers, LLC | 170 | $10.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 174 | $10.0K | 0.01% | −1−0.6% | Reduced |
| Raleigh Capital Management Inc. | 176 | $10.7K | 0.01% | +18+11.4% | Added |