| First Manhattan Co | 7 | $0 | 0.00% | −13−65.0% | Reduced |
| SOA Wealth Advisors, LLC. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4 | $0 | 0.00% | +4 | New |
| Dark Forest Capital Management LP | 3 | $0 | 0.00% | +3 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $797 | 0.00% | – | – |
| BerganKDV Wealth Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 124 | $1.00K | 0.02% | +124 | New |
| Northwest Investment Counselors, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Heritage Wealth Management, LLC | 18 | $2.00K | 0.00% | +18 | New |
| Sound Income Strategies, LLC | 27 | $3.00K | 0.00% | −177−86.8% | Reduced |
| Strengthening Families & Communities, LLC | 29 | $3.00K | 0.00% | −28−49.1% | Reduced |
| Laurel Wealth Advisors LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 23 | $3.00K | 0.00% | +7+43.8% | Added |
| Beaird Harris Wealth Management, LLC | 27 | $3.00K | 0.00% | +27 | New |
| PSI Advisors, LLC | 36 | $4.00K | 0.00% | −20−35.7% | Reduced |
| First Bank & Trust | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 39 | $4.00K | 0.00% | +39 | New |
| M&R Capital Management Inc | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 46 | $5.00K | 0.01% | +12+35.3% | Added |
| Loomis Sayles & Co L P | 45 | $5.00K | 0.00% | +45 | New |
| Atticus Wealth Management, LLC | 41 | $5.00K | 0.00% | +41 | New |
| Disciplined Investments, LLC | 40 | $5.00K | 0.00% | +40 | New |
| Sandy Cove Advisors, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 53 | $6.00K | 0.00% | +53 | New |
| Atlas Capital Advisors LLC | 60 | $6.84K | 0.00% | −12−16.7% | Reduced |
| Valley National Advisers Inc | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 58 | $7.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 58 | $7.00K | 0.00% | +58 | New |
| IMA Wealth, Inc. | 71 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 73 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 73 | $8.00K | 0.00% | +73 | New |
| NVWM, LLC | 83 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 82 | $9.35K | 0.00% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 83 | $9.46K | 0.00% | +83 | New |
| Smith Group Asset Management, LLC | 87 | $10.0K | 0.00% | −10−10.3% | Reduced |
| West Paces Advisors Inc. | 90 | $10.3K | 0.00% | +31+52.5% | Added |
| Pinebridge Investments, L.P. | 100 | $11.0K | 0.00% | −1,200−92.3% | Reduced |
| Endurance Wealth Management, Inc. | 100 | $11.0K | 0.00% | −23−18.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 98 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 107 | $12.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 102 | $12.0K | 0.01% | 00.0% | Unchanged |
| Globeflex Capital L P | 113 | $13.0K | 0.00% | −18−13.7% | Reduced |
| Legacy Bridge, LLC | 111 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 125 | $14.0K | 0.00% | +125 | New |
| Bartlett & Co. Wealth Management LLC | 125 | $14.2K | 0.00% | +125 | New |
| Versant Capital Management, Inc | 131 | $15.0K | 0.00% | −3−2.2% | Reduced |
| Prestige Wealth Management Group LLC | 130 | $15.0K | 0.00% | +49+60.5% | Added |
| South State Corp. | 137 | $16.0K | 0.00% | −19−12.2% | Reduced |
| Aspire Private Capital, LLC | 136 | $16.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 140 | $16.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 152 | $17.0K | 0.00% | +100+192.3% | Added |
| Lenox Wealth Advisors, LLC | 154 | $18.0K | 0.00% | +2+1.3% | Added |
| Evoke Wealth, LLC | 155 | $18.0K | 0.00% | +50+47.6% | Added |
| American National Bank | 154 | $18.0K | 0.00% | +154 | New |
| Capital Advisory Group Advisory Services, LLC | 155 | $18.0K | 0.01% | +155 | New |
| Tucker Asset Management LLC | 163 | $18.6K | 0.01% | +163 | New |
| JNBA Financial Advisors | 168 | $19.0K | 0.00% | −60−26.3% | Reduced |
| Cribstone Capital Management, LLC | 168 | $19.0K | 0.01% | +12+7.7% | Added |
| Hexagon Capital Partners LLC | 177 | $20.0K | 0.01% | −87−33.0% | Reduced |
| Arlington Partners LLC | 174 | $20.0K | 0.01% | −44−20.2% | Reduced |
| DeDora Capital, Inc. | 178 | $20.0K | 0.01% | +178 | New |
| Rockbridge Investment Management, LCC | 180 | $20.7K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 186 | $21.0K | 0.01% | +18+10.7% | Added |
| Advocacy Wealth Management Services, LLC | 194 | $22.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 194 | $22.0K | 0.00% | +12+6.6% | Added |
| Salem Investment Counselors Inc | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 211 | $24.0K | 0.01% | +211 | New |
| MV Capital Management, Inc. | 215 | $25.0K | 0.00% | +50+30.3% | Added |
| Blume Capital Management, Inc. | 220 | $25.0K | 0.01% | +220 | New |
| Fieldpoint Private Securities, LLC | 229 | $26.0K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 240 | $27.0K | 0.01% | −117−32.8% | Reduced |
| Washington Trust Advisors, Inc. | 240 | $27.0K | 0.00% | −60−20.0% | Reduced |
| Byrne Asset Management LLC | 250 | $28.0K | 0.02% | −50−16.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 255 | $29.0K | 0.02% | −22−7.9% | Reduced |
| Ellevest, Inc. | 259 | $30.0K | 0.00% | −51−16.5% | Reduced |
| Quent Capital, LLC | 269 | $31.0K | 0.01% | −31−10.3% | Reduced |
| Howe & Rusling Inc | 276 | $31.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 300 | $34.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 300 | $34.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 310 | $35.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 316 | $36.0K | 0.01% | +18+6.0% | Added |
| Steward Financial Group LLC | 316 | $36.0K | 0.03% | +286+953.3% | Added |
| Core Alternative Capital | 325 | $37.0K | 0.01% | +301+1,254.2% | Added |