| WestEnd Advisors, LLC | 1 | $721 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1 | $721 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $908 | 0.00% | +9 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| West Paces Advisors Inc. | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $1.44K | 0.00% | +1+100.0% | Added |
| North Star Investment Management Corp. | 2 | $1.44K | 0.00% | +2 | New |
| NewSquare Capital LLC | 2 | $1.44K | 0.00% | +2 | New |
| Column Capital Advisors, LLC | 2 | $1.44K | 0.00% | +2 | New |
| McElhenny Sheffield Capital Management, LLC | 2 | $1.44K | 0.00% | +2 | New |
| Cary Street Partners Asset Management LLC | 3 | $1.93K | 0.00% | −16−84.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 3 | $2.00K | 0.00% | −120−97.6% | Reduced |
| KB Financial Partners, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 3 | $2.00K | 0.00% | +3 | New |
| Optiver Holding B.V. | 3 | $2.00K | 0.00% | +3 | New |
| Atticus Wealth Management, LLC | 3 | $2.16K | 0.00% | −6−66.7% | Reduced |
| Truvestments Capital LLC | 3 | $2.16K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 721 | $2.42K | 0.03% | −7,547−91.3% | Reduced |
| MCF Advisors LLC | 4 | $2.89K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 4 | $2.89K | 0.00% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 4 | $2.89K | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 4 | $3.00K | 0.00% | −1−20.0% | Reduced |
| Manchester Capital Management LLC | 5 | $3.61K | 0.00% | +5 | New |
| Red Tortoise LLC | 5 | $3.61K | 0.00% | +5 | New |
| Benjamin Edwards Inc | 5 | $4.00K | 0.00% | −33−86.8% | Reduced |
| Sierra Capital LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 6 | $4.33K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6 | $4.33K | 0.00% | +6 | New |
| My Personal CFO, LLC | 6 | $4.33K | 0.00% | +6 | New |
| First National Bank of South Miami | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $5.05K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7 | $5.05K | 0.00% | +7 | New |
| Richard W. Paul & Associates, LLC | 7 | $5.05K | 0.00% | +7 | New |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $5.77K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 8 | $5.77K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $6.49K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 9 | $6.49K | 0.01% | 00.0% | Unchanged |
| American National Bank | 10 | $7.00K | 0.00% | −3−23.1% | Reduced |
| Abound Wealth Management | 10 | $7.21K | 0.00% | −6−37.5% | Reduced |
| JNBA Financial Advisors | 10 | $7.21K | 0.00% | −5−33.3% | Reduced |
| Aspire Private Capital, LLC | 10 | $7.21K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $7.21K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $7.21K | 0.00% | +1+11.1% | Added |
| SRS Capital Advisors, Inc. | 11 | $7.94K | 0.00% | +1+10.0% | Added |
| Compass Wealth Management LLC | 11 | $7.94K | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 11 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $8.66K | 0.00% | +2+20.0% | Added |
| SJS Investment Consulting Inc. | 12 | $8.66K | 0.00% | +6+100.0% | Added |
| Crewe Advisors LLC | 13 | $9.38K | 0.00% | −38−74.5% | Reduced |
| NVWM, LLC | 13 | $9.38K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $9.38K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 13 | $9.38K | 0.00% | +7+116.7% | Added |
| EWG Elevate Inc. | 13 | $9.38K | 0.00% | +13 | New |
| Adirondack Retirement Specialists, Inc. | 14 | $10.1K | 0.01% | −5−26.3% | Reduced |
| Gradient Investments LLC | 14 | $10.1K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 14 | $10.1K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 14 | $10.1K | 0.94% | +14 | New |
| ICA Group Wealth Management, LLC | 14 | $10.1K | 0.00% | +14 | New |
| Hexagon Capital Partners LLC | 15 | $10.8K | 0.00% | −12−44.4% | Reduced |
| Delta Asset Management LLC | 16 | $11.5K | 0.00% | +16 | New |
| Retirement Group, LLC | 16 | $12.0K | 0.01% | +16 | New |
| Proequities, Inc. | 17 | $12.3K | 0.00% | +5+41.7% | Added |
| Raffa Wealth Management, LLC | 18 | $13.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 20 | $14.0K | 0.00% | +20 | New |
| HHM Wealth Advisors, LLC | 20 | $14.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $14.4K | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 22 | $15.9K | 0.00% | −10−31.3% | Reduced |
| Trust Co of Vermont | 22 | $15.9K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $15.9K | 0.01% | +4+22.2% | Added |
| Belmont Capital, LLC | 22 | $16.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 23 | $16.6K | 0.00% | +23 | New |
| RFP Financial Group LLC | 24 | $17.3K | 0.01% | +24 | New |
| Strengthening Families & Communities, LLC | 25 | $18.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $18.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 26 | $18.8K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $20.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $20.9K | 0.01% | −1−3.3% | Reduced |
| Lakewood Asset Management LLC | 29 | $21.0K | 0.02% | +29 | New |
| Kraematon Investment Advisors, Inc | 30 | $21.6K | 0.02% | +30 | New |
| Hazlett, Burt & Watson, Inc. | 30 | $22.0K | 0.02% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 30 | $22.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 30 | $22.0K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 30 | $22.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $22.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 33 | $23.8K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 34 | $24.5K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 36 | $26.0K | 0.01% | −3−7.7% | Reduced |
| Madden Securities Corp | 36 | $26.0K | 0.01% | +36 | New |
| Bogart Wealth, LLC | 36 | $26.0K | 0.00% | +11+44.0% | Added |
| JFS Wealth Advisors, LLC | 38 | $27.4K | 0.00% | +1+2.7% | Added |
| Steward Financial Group LLC | 39 | $28.0K | 0.01% | +39 | New |
| Bell Investment Advisors, Inc | 39 | $28.1K | 0.01% | +3+8.3% | Added |
| Cedar Wealth Management, LLC | 40 | $28.9K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 41 | $29.6K | 0.02% | −7−14.6% | Reduced |