| Clean Yield Group | 0 | $29 | 0.00% | 0 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $165 | 0.00% | +1 | New |
| Wood Tarver Financial Group, LLC | 2 | $331 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $331 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $331 | 0.00% | +2 | New |
| Stonebridge Financial Group, LLC | 2 | $331 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $331 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $331 | 0.00% | +2 | New |
| Carolinas Wealth Consulting LLC | 3 | $496 | 0.00% | −3−50.0% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $496 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $662 | 0.00% | −21−84.0% | Reduced |
| NVWM, LLC | 4 | $662 | 0.00% | −2−33.3% | Reduced |
| Tortoise Investment Management, LLC | 4 | $662 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 4 | $662 | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 5 | $827 | 0.00% | +5 | New |
| Spectrum Wealth Counsel, LLC | 5 | $828 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $992 | 0.00% | +6 | New |
| Core Alternative Capital | 6 | $993 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $993 | 0.00% | +4+200.0% | Added |
| Horizon Financial Services, LLC | 6 | $993 | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 6 | $993 | 0.00% | +6 | New |
| Winthrop Capital Management, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 7 | $1.16K | 0.00% | +7 | New |
| Activest Wealth Management | 9 | $1.49K | 0.00% | +9 | New |
| WealthTrak Capital Management LLC | 10 | $1.66K | 0.00% | −5−33.3% | Reduced |
| Transce3nd, LLC | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.66K | 0.00% | +4+66.7% | Added |
| N.E.W. Advisory Services LLC | 12 | $1.99K | 0.00% | +12 | New |
| Laurel Wealth Advisors LLC | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | −477−96.4% | Reduced |
| Hughes Financial Services, LLC | 12 | $2.00K | 0.00% | +12 | New |
| True Wealth Design, LLC | 13 | $2.15K | 0.00% | +3+30.0% | Added |
| Dogwood Wealth Management LLC | 13 | $2.15K | 0.00% | +13 | New |
| Financial Network Wealth Advisors LLC | 13 | $2.15K | 0.00% | +8+160.0% | Added |
| MPWM Advisory Solutions, LLC | 14 | $2.32K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 14 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $2.48K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 16 | $2.65K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 16 | $2.65K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 16 | $2.65K | 0.00% | +16 | New |
| Medallion Wealth Advisors, LLC | 16 | $2.67K | 0.00% | +16 | New |
| Valued Wealth Advisors LLC | 17 | $2.82K | 0.00% | −9−34.6% | Reduced |
| Raffa Wealth Management, LLC | 18 | $2.98K | 0.00% | −4−18.2% | Reduced |
| SJS Investment Consulting Inc. | 19 | $3.14K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 20 | $3.31K | 0.00% | −2,980−99.3% | Reduced |
| St. Johns Investment Management Company, LLC | 20 | $3.31K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $3.31K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 22 | $3.64K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 22 | $3.64K | 0.00% | +2+10.0% | Added |
| DiNuzzo Private Wealth, Inc. | 23 | $3.81K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 24 | $3.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 30 | $4.00K | 0.00% | +30 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $4.14K | 0.01% | −3−10.7% | Reduced |
| Abound Wealth Management | 26 | $4.30K | 0.00% | −12−31.6% | Reduced |
| Wolff Wiese Magana LLC | 28 | $4.63K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $4.96K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 30 | $4.96K | 0.00% | +30 | New |
| Transamerica Financial Advisors, Inc. | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $5.06K | 0.00% | +21+175.0% | Added |
| Kozak & Associates, Inc. | 33 | $5.12K | 0.00% | +33 | New |
| Sunbelt Securities, Inc. | 31 | $5.13K | 0.00% | +7+29.2% | Added |
| Rakuten Securities, Inc. | 33 | $5.46K | 0.00% | +8+32.0% | Added |
| NewSquare Capital LLC | 34 | $5.63K | 0.00% | +28+466.7% | Added |
| Binnacle Investments Inc | 35 | $5.79K | 0.00% | +35 | New |
| Moisand Fitzgerald Tamayo, LLC | 36 | $5.96K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 38 | $6.29K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 38 | $6.29K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 39 | $6.45K | 0.00% | +16+69.6% | Added |
| Capital A Wealth Management, LLC | 42 | $6.95K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 42 | $6.95K | 0.00% | +42 | New |
| Continuum Advisory, LLC | 44 | $7.28K | 0.00% | −14−24.1% | Reduced |
| Atwood & Palmer Inc | 45 | $7.45K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $7.61K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 46 | $7.63K | 0.00% | −4−8.0% | Reduced |
| SBI Securities Co., Ltd. | 50 | $8.27K | 0.00% | −24−32.4% | Reduced |
| Kiker Wealth Management, LLC | 50 | $8.28K | 0.01% | +50 | New |
| McIlrath & Eck, LLC | 54 | $8.93K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 54 | $8.93K | 0.00% | +50+1,250.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 54 | $8.94K | 0.00% | −74−57.8% | Reduced |
| Bogart Wealth, LLC | 55 | $9.10K | 0.00% | +27+96.4% | Added |
| Grove Bank & Trust | 56 | $9.27K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 59 | $9.65K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 59 | $9.85K | 0.00% | +13+28.3% | Added |
| Private Wealth Management Group, LLC | 63 | $10.5K | 0.00% | −57−47.5% | Reduced |
| Financial Management Professionals, Inc. | 65 | $10.8K | 0.00% | −26−28.6% | Reduced |
| GKV Capital Management Co., Inc. | 66 | $10.9K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 68 | $11.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 68 | $11.3K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $11.6K | 0.00% | −282−80.1% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 70 | $12.0K | 0.01% | +50+250.0% | Added |
| Saudi Central Bank | 76 | $12.6K | 0.07% | +76 | New |
| Broadwater Capital Management LLC | 80 | $13.2K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 81 | $13.4K | 0.00% | −638−88.7% | Reduced |
| Atlantic Trust, LLC | 83 | $13.7K | 0.00% | +3+3.8% | Added |
| Hexagon Capital Partners LLC | 90 | $14.9K | 0.00% | −1−1.1% | Reduced |
| GW&K Investment Management, LLC | 90 | $15.0K | 0.00% | +9+11.1% | Added |
| Sierra Ocean, LLC | 92 | $15.2K | 0.01% | +6+7.0% | Added |