| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Chesapeake Asset Management LLC | 1 | $631 | 0.00% | +1 | New |
| PSI Advisors, LLC | 1 | $632 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1 | $814 | 0.00% | −9,031−100.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1 | $1.00K | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 2 | $1.26K | 0.00% | +2 | New |
| JDM Financial Group LLC | 2 | $1.26K | 0.00% | +2 | New |
| Aspect Partners, LLC | 2 | $1.26K | 0.00% | +2 | New |
| 1620 Investment Advisors, Inc. | 3 | $1.59K | 0.00% | +3 | New |
| Claris Advisors, LLC | 3 | $1.90K | 0.00% | +3 | New |
| FPC Investment Advisory, Inc. | 4 | $2.52K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $2.52K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 4 | $2.53K | 0.00% | +4 | New |
| North Star Investment Management Corp. | 5 | $3.16K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $3.16K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $3.79K | 0.00% | −3−33.3% | Reduced |
| Contravisory Investment Management, Inc. | 6 | $3.79K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $3.79K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 6 | $3.79K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $3.79K | 0.00% | +2+50.0% | Added |
| MeadowBrook Investment Advisors LLC | 6 | $3.79K | 0.00% | +6 | New |
| Valley National Advisers Inc | 7 | $4.00K | 0.00% | −76−91.6% | Reduced |
| Clear Investment Research, LLC | 7 | $4.42K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7 | $4.42K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 7 | $4.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $5.06K | 0.00% | +3+60.0% | Added |
| ESL Trust Services, LLC | 9 | $5.69K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 9 | $5.69K | 0.00% | +9 | New |
| HighMark Wealth Management LLC | 10 | $6.32K | 0.00% | −1−9.1% | Reduced |
| First Community Trust NA | 10 | $6.32K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 13 | $6.95K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 11 | $6.95K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 12 | $7.58K | 0.00% | −93−88.6% | Reduced |
| Sittner & Nelson, LLC | 12 | $7.58K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $7.58K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 12 | $7.58K | 0.00% | +12 | New |
| TD Capital Management LLC | 12 | $7.61K | 0.00% | +10+500.0% | Added |
| VitalStone Financial, LLC | 14 | $8.85K | 0.01% | +14 | New |
| Roble, Belko & Company, Inc | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 15 | $9.48K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $9.48K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $10.1K | 0.00% | −1−5.9% | Reduced |
| Hoey Investments, Inc | 21 | $10.6K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 17 | $10.7K | 0.00% | −27−61.4% | Reduced |
| McMahon Financial Advisors, LLC | 17 | $10.7K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 17 | $10.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $10.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $10.7K | 0.00% | +2+13.3% | Added |
| New Age Alpha Advisors, LLC | 18 | $11.4K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 20 | $12.6K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 20 | $12.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $13.0K | 0.00% | +5+31.3% | Added |
| Meeder Asset Management Inc | 21 | $13.3K | 0.00% | −51−70.8% | Reduced |
| Truvestments Capital LLC | 21 | $13.3K | 0.00% | +21 | New |
| Iron Horse Wealth Management, LLC | 21 | $13.3K | 0.00% | +21 | New |
| Archer Investment Corp | 21 | $13.3K | 0.00% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 13,080 | $14.3K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 23 | $14.5K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 24 | $15.2K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $15.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 25 | $15.8K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 25 | $15.8K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 26 | $16.4K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 28 | $17.0K | 0.00% | +6+27.3% | Added |
| Dunhill Financial, LLC | 28 | $17.4K | 0.01% | +15+115.4% | Added |
| Semmax Financial Advisors Inc. | 26 | $18.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 30 | $19.0K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 30 | $19.2K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 32 | $20.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 34 | $21.5K | 0.00% | −314−90.2% | Reduced |
| Indiana Trust & Investment Management CO | 34 | $21.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 35 | $22.1K | 0.01% | +6+20.7% | Added |
| Coppell Advisory Solutions LLC | 35 | $22.1K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 36 | $22.7K | 0.00% | −1−2.7% | Reduced |
| Key Financial Inc | 36 | $22.7K | 0.01% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 36 | $22.7K | 0.00% | +36 | New |
| Atlantic Trust, LLC | 37 | $23.4K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 34 | $23.7K | 0.02% | +1+3.0% | Added |
| Abound Wealth Management | 38 | $24.3K | 0.01% | +12+46.2% | Added |
| Hobbs Group Advisors, LLC | 39 | $24.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $25.0K | 0.01% | +1+2.6% | Added |
| Arcadia Investment Advisors LLC | 40 | $25.3K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $25.3K | 0.01% | +40 | New |
| Bangor Savings Bank | 44 | $27.8K | 0.00% | +31+238.5% | Added |
| Pacific Capital Wealth Advisors, Inc | 45 | $28.4K | 0.00% | +3+7.1% | Added |
| Center for Financial Planning, Inc. | 46 | $29.1K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 48 | $30.3K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 48 | $30.3K | 0.00% | +44+1,100.0% | Added |
| Gables Capital Management Inc. | 49 | $31.0K | 0.02% | 00.0% | Unchanged |
| Clean Yield Group | 50 | $31.6K | 0.01% | −50−50.0% | Reduced |
| IAG Wealth Partners, LLC | 50 | $31.6K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 51 | $32.3K | 0.01% | +2+4.1% | Added |
| GW&K Investment Management, LLC | 53 | $33.0K | 0.00% | +5+10.4% | Added |
| Carolinas Wealth Consulting LLC | 55 | $34.7K | 0.01% | −82−59.9% | Reduced |
| Pingora Partners LLC | 55 | $34.8K | 0.02% | −14−20.3% | Reduced |
| Prestige Wealth Management Group LLC | 55 | $34.8K | 0.01% | +25+83.3% | Added |
| Covestor Ltd | 56 | $36.0K | 0.02% | −1−1.8% | Reduced |
| Salomon & Ludwin, LLC | 57 | $36.0K | 0.00% | −6−9.5% | Reduced |
| Adirondack Trust Co | 58 | $36.6K | 0.01% | −23−28.4% | Reduced |
| Solstein Capital, LLC | 58 | $36.6K | 0.02% | 00.0% | Unchanged |