| First Capital Advisors Group, LLC. | 6 | $376 | 0.00% | +6 | New |
| USA Financial Portformulas Corp | 7 | $438 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $439 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 9 | $564 | 0.00% | −69−88.5% | Reduced |
| Coppell Advisory Solutions LLC | 10 | $618 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $627 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 63 | $627 | 0.00% | +63 | New |
| Glass Jacobson Investment Advisors llc | 11 | $689 | 0.00% | +11 | New |
| Avion Wealth | 40 | $1.00K | 0.00% | +23+135.3% | Added |
| Safeguard Financial, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Trifecta Capital Advisors, LLC | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 19 | $1.19K | 0.00% | +19 | New |
| Arlington Partners LLC | 22 | $1.38K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 22 | $1.38K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 24 | $1.50K | 0.00% | −272−91.9% | Reduced |
| TFC Financial Management | 29 | $1.82K | 0.00% | +12+70.6% | Added |
| Certified Advisory Corp | 30 | $1.88K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 30 | $1.88K | 0.00% | +5+20.0% | Added |
| SJS Investment Consulting Inc. | 30 | $1.88K | 0.00% | +3+11.1% | Added |
| Old Point Trust & Financial Services N A | 31 | $1.94K | 0.00% | +31 | New |
| Psagot Value Holdings Ltd. / (Israel) | 30 | $2.00K | 0.00% | +30 | New |
| Global Financial Private Client, LLC | 32 | $2.01K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 37 | $2.30K | 0.00% | +1+2.8% | Added |
| Baker Avenue Asset Management, LP | 43 | $2.69K | 0.00% | −14−24.6% | Reduced |
| KB Financial Partners, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 49 | $3.07K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 54 | $3.38K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 54 | $3.38K | 0.00% | +20+58.8% | Added |
| DT Investment Partners, LLC | 57 | $3.60K | 0.00% | 00.0% | Unchanged |
| American National Bank | 58 | $3.63K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 58 | $3.63K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $3.76K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 61 | $3.82K | 0.00% | −4−6.2% | Reduced |
| Financial Connections Group, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 69 | $4.05K | 0.00% | +69 | New |
| Colonial Trust Co | 71 | $4.39K | 0.00% | −61−46.2% | Reduced |
| Abound Wealth Management | 75 | $4.70K | 0.00% | +13+21.0% | Added |
| Larson Financial Group LLC | 85 | $5.32K | 0.00% | +85 | New |
| RFP Financial Group LLC | 91 | $5.70K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 98 | $6.16K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 99 | $6.20K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $6.26K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $6.26K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $6.26K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 106 | $6.64K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 117 | $7.32K | 0.00% | +1+0.9% | Added |
| Northwest Capital Management Inc | 120 | $7.51K | 0.00% | +120 | New |
| Pinnacle Bancorp, Inc. | 121 | $7.58K | 0.00% | −112−48.1% | Reduced |
| Creative Financial Designs Inc | 142 | $8.90K | 0.00% | +1+0.7% | Added |
| Oakworth Capital, Inc. | 143 | $8.95K | 0.00% | +143 | New |
| Central Bank & Trust Co | 145 | $9.08K | 0.00% | −11−7.1% | Reduced |
| Adirondack Trust Co | 155 | $9.78K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 160 | $10.0K | 0.00% | +160 | New |
| WR Wealth Planners, LLC | 170 | $10.6K | 0.00% | +170 | New |
| Ancora Advisors, LLC | 176 | $11.0K | 0.00% | −27−13.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 185 | $11.6K | 0.00% | +150+428.6% | Added |
| Bartlett & Co. LLC | 185 | $12.0K | 0.00% | +150+428.6% | Added |
| GPS Wealth Strategies Group, LLC | 195 | $12.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 197 | $12.3K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $12.5K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 200 | $12.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 201 | $12.6K | 0.00% | +2+1.0% | Added |
| Sutton Wealth Advisors Inc. | 207 | $13.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 209 | $13.1K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 219 | $13.7K | 0.00% | −33−13.1% | Reduced |
| Bell Investment Advisors, Inc | 233 | $14.6K | 0.00% | +49+26.6% | Added |
| Zions Bancorporation, N.A. | 244 | $15.3K | 0.00% | −19−7.2% | Reduced |
| Atlas Capital Advisors LLC | 251 | $15.7K | 0.00% | −599−70.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 255 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 283 | $17.7K | 0.00% | +30+11.9% | Added |
| Sunbelt Securities, Inc. | 297 | $18.6K | 0.00% | +1+0.3% | Added |
| Financial Management Professionals, Inc. | 306 | $19.0K | 0.00% | +8+2.7% | Added |
| VitalStone Financial, LLC | 307 | $19.0K | 0.01% | +307 | New |
| Focused Wealth Management, Inc | 305 | $19.1K | 0.00% | −848−73.5% | Reduced |
| Baldwin Brothers Inc | 314 | $19.7K | 0.00% | −350−52.7% | Reduced |
| Pacific Center for Financial Services | 314 | $19.7K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 322 | $20.2K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 324 | $20.3K | 0.00% | −228−41.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 326 | $20.4K | 0.00% | +2+0.6% | Added |
| PFS Partners, LLC | 330 | $20.7K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 337 | $21.1K | 0.00% | +3+0.9% | Added |
| Core Alternative Capital | 376 | $23.6K | 0.00% | +10+2.7% | Added |
| Bromfield Sneider Wealth Advisors | 388 | $24.3K | 0.02% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 390 | $24.4K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 406 | $25.4K | 0.01% | +406 | New |
| ICA Group Wealth Management, LLC | 408 | $25.5K | 0.01% | −92−18.4% | Reduced |
| Bellevue Asset Management, LLC | 413 | $25.9K | 0.02% | +2+0.5% | Added |
| Riggs Asset Managment Co. Inc. | 424 | $26.5K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 430 | $26.9K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 438 | $27.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 451 | $28.0K | 0.02% | +125+38.3% | Added |
| Boyd Watterson Asset Management LLC | 448 | $28.0K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 450 | $28.4K | 0.02% | +450 | New |
| First Community Trust NA | 470 | $29.4K | 0.03% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 474 | $29.7K | 0.01% | +474 | New |
