| Marquette Asset Management, LLC | 2 | $0 | 0.00% | +2 | New |
| J.Safra Asset Management Corp | 40 | $0 | 0.00% | +40 | New |
| Cribstone Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Nauset Wealth Management. LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $370 | 0.00% | – | – |
| Private Ocean, LLC | 5 | $1.00K | 0.00% | −25−83.3% | Reduced |
| Focused Wealth Management, Inc | 5 | $1.00K | 0.00% | −5−50.0% | Reduced |
| Laurel Wealth Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 8 | $1.00K | 0.00% | +5+166.7% | Added |
| Schubert & Co | 5 | $1.00K | 0.00% | +1+25.0% | Added |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | +8 | New |
| First Command Bank | 4 | $1.00K | 0.00% | +4 | New |
| First Command Financial Services, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Atticus Wealth Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Cordant, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Icapital Wealth LLC | 11 | $1.92K | 0.00% | +11 | New |
| Huber Capital Management LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 12 | $2.00K | 0.00% | +3+33.3% | Added |
| Beaird Harris Wealth Management, LLC | 12 | $2.00K | 0.00% | +12 | New |
| West Paces Advisors Inc. | 11 | $2.04K | 0.00% | +11 | New |
| Kelly Financial Services LLC | 11 | $2.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 24 | $4.00K | 0.00% | +24 | New |
| Charter Oak Capital Management, LLC | 20 | $4.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 24 | $4.44K | 0.00% | −6−20.0% | Reduced |
| Archer Investment Corp | 27 | $4.47K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 27 | $5.00K | 0.00% | +10+58.8% | Added |
| Covestor Ltd | 27 | $5.00K | 0.00% | −17−38.6% | Reduced |
| JJJ Advisors Inc. | 25 | $5.00K | 0.00% | −12−32.4% | Reduced |
| Evermay Wealth Management LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 30 | $6.00K | 0.00% | −41−57.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 40 | $7.00K | 0.00% | +40 | New |
| Quent Capital, LLC | 39 | $7.00K | 0.00% | +39 | New |
| JFS Wealth Advisors, LLC | 43 | $8.00K | 0.00% | −13−23.2% | Reduced |
| Tyler-Stone Wealth Management | 50 | $9.00K | 0.00% | −18−26.5% | Reduced |
| HighMark Wealth Management LLC | 46 | $9.00K | 0.01% | −16−25.8% | Reduced |
| Desjardins Global Asset Management Inc. | 49 | $9.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 47 | $9.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 47 | $9.00K | 0.00% | +6+14.6% | Added |
| Clean Yield Group | 46 | $9.00K | 0.00% | +11+31.4% | Added |
| Wolff Wiese Magana LLC | 58 | $10.0K | 0.01% | −25−30.1% | Reduced |
| Institutional & Family Asset Management, LLC | 52 | $10.0K | 0.00% | −7−11.9% | Reduced |
| Itau Unibanco Holding S.A. | 53 | $10.0K | 0.00% | +53 | New |
| Washington Trust Co | 61 | $11.0K | 0.00% | −13−17.6% | Reduced |
| Tradition Wealth Management, LLC | 60 | $11.0K | 0.00% | −11−15.5% | Reduced |
| Stonebridge Capital Advisors LLC | 61 | $11.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 61 | $11.0K | 0.00% | −1−1.6% | Reduced |
| Old Second National Bank of Aurora | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 60 | $11.1K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 63 | $12.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 63 | $12.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 71 | $13.0K | 0.02% | −9−11.3% | Reduced |
| Stephenson National Bank & Trust | 70 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 76 | $14.0K | 0.00% | +24+46.2% | Added |
| Ulland Investment Advisors, LLC | 75 | $14.0K | 0.01% | +75 | New |
| Annapolis Financial Services, LLC | 82 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 81 | $15.0K | 0.01% | +41+102.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 83 | $15.0K | 0.01% | +83 | New |
| Motco | 86 | $16.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 86 | $16.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 91 | $16.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 91 | $17.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 90 | $17.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 97 | $18.0K | 0.01% | −6−5.8% | Reduced |
| Freedman Financial Associates, Inc. | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 99 | $18.3K | 0.00% | −30−23.3% | Reduced |
| Baystate Wealth Management LLC | 103 | $19.0K | 0.00% | −6−5.5% | Reduced |
| KB Financial Partners, LLC | 102 | $19.0K | 0.01% | −2−1.9% | Reduced |
| Systematic Financial Management LP | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 100 | $19.0K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 101 | $19.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 101 | $19.0K | 0.01% | +1+1.0% | Added |
| Disciplined Investments, LLC | 102 | $19.0K | 0.01% | +5+5.2% | Added |
| Bank of New Hampshire | 102 | $19.0K | 0.00% | +102 | New |
| SOA Wealth Advisors, LLC. | 113 | $20.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 114 | $21.0K | 0.00% | +114 | New |
| RWM Asset Management, LLC | 117 | $22.0K | 0.00% | +117 | New |
| Ancora Advisors, LLC | 123 | $23.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 125 | $23.0K | 0.00% | 00.0% | Unchanged |
