| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| EP Wealth Advisors, LLC | 12,200 | $0 | 0.00% | +12,200 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $134 | 0.00% | +1 | New |
| Stonebridge Capital Advisors LLC | 3 | $401 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $401 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 5 | $668 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 6 | $801 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $801 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $935 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 9 | $1.20K | 0.00% | +6+200.0% | Added |
| BOK Financial Private Wealth, Inc. | 10 | $1.34K | 0.00% | +10 | New |
| McIlrath & Eck, LLC | 10 | $1.34K | 0.00% | +10 | New |
| Exchange Traded Concepts, LLC | 11 | $1.47K | 0.00% | −9−45.0% | Reduced |
| JNBA Financial Advisors | 11 | $1.47K | 0.00% | +11 | New |
| Eagle Bay Advisors LLC | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $1.74K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.87K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 15 | $1.96K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $2.00K | 0.00% | +18 | New |
| Adirondack Trust Co | 17 | $2.27K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $2.27K | 0.00% | +17 | New |
| Carolinas Wealth Consulting LLC | 18 | $2.40K | 0.00% | +18 | New |
| Bangor Savings Bank | 22 | $2.94K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $3.00K | 0.00% | +4+22.2% | Added |
| Disciplined Investments, LLC | 25 | $3.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $3.61K | 0.00% | +3+12.5% | Added |
| Investors Research Corp | 28 | $3.74K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 30 | $4.01K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 30 | $4.01K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 31 | $4.14K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 33 | $4.28K | 0.00% | +33 | New |
| Castleview Partners, LLC | 33 | $4.41K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 34 | $4.54K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 36 | $4.81K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 40 | $5.34K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 43 | $6.00K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $6.01K | 0.00% | −80−64.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 46 | $6.14K | 0.00% | −30−39.5% | Reduced |
| Sofos Investments, Inc. | 134 | $6.38K | 0.28% | +8+6.3% | Added |
| Prestige Wealth Management Group LLC | 50 | $6.68K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 51 | $6.81K | 0.00% | +29+131.8% | Added |
| Wolff Wiese Magana LLC | 54 | $7.21K | 0.01% | +5+10.2% | Added |
| MV Capital Management, Inc. | 61 | $8.15K | 0.00% | +22+56.4% | Added |
| Core Wealth Advisors, Inc. | 67 | $8.95K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 160 | $9.00K | 0.00% | −3,391−95.5% | Reduced |
| Gradient Investments LLC | 68 | $9.08K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 69 | $9.22K | 0.00% | +69 | New |
| Raffa Wealth Management, LLC | 74 | $9.88K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 76 | $10.2K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 80 | $10.7K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 80 | $10.7K | 0.01% | +5+6.7% | Added |
| Grove Bank & Trust | 83 | $11.1K | 0.00% | +39+88.6% | Added |
| Atticus Wealth Management, LLC | 85 | $11.4K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 88 | $11.8K | 0.00% | −47−34.8% | Reduced |
| Johnson Financial Group, Inc. | 98 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 102 | $13.6K | 0.01% | +72+240.0% | Added |
| Capstone Investment Advisors, LLC | 110 | $14.7K | 0.00% | −30,506−99.6% | Reduced |
| NewSquare Capital LLC | 112 | $15.0K | 0.00% | +11+10.9% | Added |
| Capital Advisors, Ltd. LLC | 109 | $15.0K | 0.00% | +6+5.8% | Added |
| Achmea Investment Management B.V. | 126 | $16.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 117 | $16.0K | 0.00% | +117 | New |
| Schubert & Co | 120 | $16.0K | 0.01% | +8+7.1% | Added |
| Core Alternative Capital | 122 | $16.3K | 0.00% | +21+20.8% | Added |
| Bourgeon Capital Management LLC | 125 | $16.7K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 95 | $17.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 128 | $17.1K | 0.00% | −35−21.5% | Reduced |
| Mach-1 Financial Group, Inc. | 134 | $17.9K | 0.11% | −8,770−98.5% | Reduced |
| FinTrust Capital Advisors, LLC | 144 | $18.1K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 139 | $18.6K | 0.01% | +99+247.5% | Added |
| Pflug Koory, LLC | 144 | $19.2K | 0.01% | +30+26.3% | Added |
| Endurance Wealth Management, Inc. | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 150 | $20.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 155 | $20.7K | 0.00% | −220−58.7% | Reduced |
| Pinebridge Investments, L.P. | 159 | $21.2K | 0.00% | −88−35.6% | Reduced |
| Asset Dedication, LLC | 168 | $22.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 165 | $22.0K | 0.00% | +110+200.0% | Added |
| Colonial Trust Co | 170 | $22.7K | 0.01% | −2−1.2% | Reduced |
| Beacon Capital Management, LLC | 172 | $23.0K | 0.01% | −56−24.6% | Reduced |
| West Paces Advisors Inc. | 176 | $23.5K | 0.01% | +56+46.7% | Added |
| Pathway Financial Advisers, LLC | 176 | $23.6K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 178 | $23.8K | 0.00% | +178 | New |
| Oakworth Capital, Inc. | 182 | $24.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 184 | $24.6K | 0.01% | +2+1.1% | Added |
| Zions Bancorporation, N.A. | 188 | $25.1K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 201 | $26.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 196 | $26.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 200 | $26.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $27.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 205 | $27.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 209 | $27.9K | 0.00% | −10−4.6% | Reduced |
| Harbour Investments, Inc. | 220 | $29.4K | 0.00% | +101+84.9% | Added |
| JJJ Advisors Inc. | 224 | $31.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 234 | $31.3K | 0.01% | −5−2.1% | Reduced |
| Riverview Trust Co | 238 | $31.8K | 0.03% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 238 | $31.8K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 241 | $32.2K | 0.00% | 00.0% | Unchanged |