| Private Ocean, LLC | 49 | $704 | 0.00% | +1+2.1% | Added |
| First Personal Financial Services | 49 | $707 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $718 | 0.00% | −38−43.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 50 | $721 | 0.00% | −220−81.5% | Reduced |
| Annapolis Financial Services, LLC | 50 | $721 | 0.00% | −99−66.4% | Reduced |
| Orion Capital Management LLC | 50 | $721 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 51 | $735 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 51 | $736 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 51 | $736 | 0.00% | +51 | New |
| South State Corp. | 52 | $750 | 0.00% | −150−74.3% | Reduced |
| ICA Group Wealth Management, LLC | 53 | $771 | 0.00% | +53 | New |
| Assetmark, Inc | 54 | $779 | 0.00% | +11+25.6% | Added |
| Carolinas Wealth Consulting LLC | 566 | $794 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 57 | $822 | 0.00% | +5+9.6% | Added |
| Insight Financial Services | 58 | $836 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 59 | $851 | 0.00% | −25−29.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 59 | $851 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 59 | $857 | 0.00% | +59 | New |
| Moisand Fitzgerald Tamayo, LLC | 62 | $888 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 63 | $908 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 64 | $923 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 65 | $939 | 0.00% | +65 | New |
| Bank of New Hampshire | 66 | $952 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 68 | $976 | 0.00% | +1+1.5% | Added |
| STRS Ohio | 101 | $1.00K | 0.00% | −79,522−99.9% | Reduced |
| GW&K Investment Management, LLC | 46 | $1.00K | 0.00% | −425−90.2% | Reduced |
| TSFG, LLC | 89 | $1.00K | 0.00% | −60−40.3% | Reduced |
| Centerpoint Advisors, LLC | 95 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 99 | $1.00K | 0.00% | −49−33.1% | Reduced |
| Banque Cantonale Vaudoise | 118 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 72 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 50 | $1.00K | 0.00% | −22−30.6% | Reduced |
| FSA Wealth Management LLC | 63 | $1.00K | 0.00% | +63 | New |
| Park Place Capital Corp | 70 | $1.01K | 0.00% | −9−11.4% | Reduced |
| NBT Bank N A | 70 | $1.02K | 0.00% | +70 | New |
| Venturi Wealth Management, LLC | 71 | $1.02K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 72 | $1.04K | 0.00% | −25−25.8% | Reduced |
| Tyler-Stone Wealth Management | 75 | $1.08K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 76 | $1.10K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 79 | $1.14K | 0.00% | +79 | New |
| Global Trust Asset Management, LLC | 80 | $1.15K | 0.00% | −1−1.2% | Reduced |
| Duncker Streett & Co Inc | 80 | $1.15K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 82 | $1.18K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 82 | $1.19K | 0.00% | +82 | New |
| Institutional & Family Asset Management, LLC | 83 | $1.20K | 0.00% | −16−16.2% | Reduced |
| FinTrust Capital Advisors, LLC | 85 | $1.23K | 0.00% | −50−37.0% | Reduced |
| Sachetta, LLC | 90 | $1.30K | 0.00% | +90 | New |
| Naples Money Management LLC | 91 | $1.31K | 0.00% | +91 | New |
| Kozak & Associates, Inc. | 82 | $1.35K | 0.00% | −16−16.3% | Reduced |
| Albion Financial Group | 100 | $1.44K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 100 | $1.44K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 100 | $1.44K | 0.00% | +1+1.0% | Added |
| ZRC Wealth Management, LLC | 84 | $1.46K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 53 | $1.48K | 0.00% | −9−14.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 104 | $1.50K | 0.00% | −23−18.1% | Reduced |
| Essex Investment Management Co LLC | 104 | $1.50K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 105 | $1.51K | 0.00% | +105 | New |
| Main Street Group, LTD | 106 | $1.54K | 0.00% | +106 | New |
| BNP Paribas Arbitrage, SA | 108 | $1.56K | 0.00% | +108 | New |
| Crewe Advisors LLC | 111 | $1.60K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 112 | $1.61K | 0.00% | +112 | New |
| Nalls Sherbakoff Group, LLC | 114 | $1.64K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 119 | $1.72K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 120 | $1.73K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 121 | $1.74K | 0.00% | +1+0.8% | Added |
| Pacific Center for Financial Services | 122 | $1.76K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 125 | $1.80K | 0.00% | −10−7.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 129 | $1.86K | 0.00% | +5+4.0% | Added |
| Livelsberger Financial Advisory | 130 | $1.88K | 0.00% | +130 | New |
| Global Financial Private Client, LLC | 134 | $1.93K | 0.00% | −41−23.4% | Reduced |
| Financial Perspectives, Inc | 136 | $1.96K | 0.00% | −19−12.3% | Reduced |
| CGC Financial Services, LLC | 137 | $1.98K | 0.00% | −11−7.4% | Reduced |
| Horizon Bancorp Inc | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 536 | $2.00K | 0.00% | −116−17.8% | Reduced |
| Dividend Assets Capital, LLC | 120 | $2.00K | 0.00% | −21−14.9% | Reduced |
| Hanson & Doremus Investment Management | 124 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 107 | $2.00K | 0.00% | +4+3.9% | Added |
| NewSquare Capital LLC | 143 | $2.06K | 0.00% | +1+0.7% | Added |
| Piscataqua Savings Bank | 146 | $2.10K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 146 | $2.10K | 0.00% | +146 | New |
| JJJ Advisors Inc. | 147 | $2.12K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 148 | $2.13K | 0.00% | +4+2.8% | Added |
| GHP Investment Advisors, Inc. | 150 | $2.16K | 0.00% | −1−0.7% | Reduced |
| Atlas Capital Advisors LLC | 151 | $2.18K | 0.00% | −84−35.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 156 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 156 | $2.25K | 0.00% | +7+4.7% | Added |
| Pinnacle Bancorp, Inc. | 158 | $2.28K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 163 | $2.35K | 0.00% | −9−5.2% | Reduced |
| Aspire Private Capital, LLC | 163 | $2.35K | 0.00% | −5−3.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $2.35K | 0.00% | −132,129−99.9% | Reduced |
| Optimum Investment Advisors | 168 | $2.42K | 0.00% | −30−15.2% | Reduced |
| Estabrook Capital Management | 172 | $2.48K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 172 | $2.48K | 0.00% | +172 | New |
| Edmond de Rothschild Holding S.A. | 178 | $2.56K | 0.00% | −6−3.3% | Reduced |
| Cranbrook Wealth Management, LLC | 179 | $2.58K | 0.00% | +10+5.9% | Added |
| Boit C F David | 177 | $2.59K | 0.00% | −372−67.8% | Reduced |
| Bangor Savings Bank | 184 | $2.65K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 187 | $2.70K | 0.00% | −55−22.7% | Reduced |
| Pinnacle Financial Partners Inc | 188 | $2.71K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 188 | $2.71K | 0.00% | +188 | New |
