| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 8 | $429 | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 10 | $536 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $537 | 0.00% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 12 | $644 | 0.00% | +12 | New |
| Delos Wealth Advisors, LLC | 18 | $958 | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 14 | $1.00K | 0.00% | +14 | New |
| TD Capital Management LLC | 20 | $1.07K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $1.13K | 0.00% | −21−50.0% | Reduced |
| First Financial Corp | 21 | $1.13K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 24 | $1.29K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 35 | $1.88K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 36 | $1.93K | 0.00% | +36 | New |
| TFC Financial Management | 38 | $2.04K | 0.00% | +38 | New |
| Bourgeon Capital Management LLC | 39 | $2.09K | 0.00% | +39 | New |
| Raffa Wealth Management, LLC | 40 | $2.15K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 40 | $2.19K | 0.00% | −850−95.5% | Reduced |
| Northwest Capital Management Inc | 41 | $2.20K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 45 | $2.41K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $2.68K | 0.00% | +50 | New |
| Western Pacific Wealth Management, LP | 50 | $2.68K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 67 | $3.00K | 0.00% | +13+24.1% | Added |
| Pacific Center for Financial Services | 59 | $3.17K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 59 | $3.17K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 63 | $3.38K | 0.00% | +63 | New |
| Sutton Wealth Advisors Inc. | 64 | $3.43K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 70 | $3.75K | 0.00% | −20−22.2% | Reduced |
| Harbor Investment Advisory, LLC | 71 | $3.81K | 0.00% | −121−63.0% | Reduced |
| Hoey Investments, Inc | 72 | $3.86K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 74 | $3.97K | 0.00% | +74 | New |
| MCF Advisors LLC | 76 | $4.08K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 84 | $4.51K | 0.00% | +84 | New |
| Motco | 86 | $4.61K | 0.00% | −38−30.6% | Reduced |
| Tucker Asset Management LLC | 90 | $4.83K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $5.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 103 | $5.53K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 104 | $5.57K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 108 | $5.79K | 0.00% | +108 | New |
| Provenance Wealth Advisors, LLC | 109 | $5.85K | 0.00% | +109 | New |
| Bell Investment Advisors, Inc | 110 | $5.90K | 0.00% | +28+34.1% | Added |
| Key Financial Inc | 115 | $6.17K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 115 | $6.17K | 0.00% | +115 | New |
| Toth Financial Advisory Corp | 116 | $6.22K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 119 | $6.38K | 0.00% | +119 | New |
| Duncker Streett & Co Inc | 122 | $6.54K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 123 | $6.60K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 125 | $6.71K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 151 | $7.02K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 158 | $7.15K | 0.00% | +16+11.3% | Added |
| Beacon Capital Management, LLC | 138 | $7.44K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 149 | $8.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 150 | $8.05K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 151 | $8.10K | 0.00% | +12+8.6% | Added |
| CoreFirst Bank & Trust | 159 | $8.53K | 0.01% | +159 | New |
| HighMark Wealth Management LLC | 162 | $8.69K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 172 | $9.23K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 173 | $9.28K | 0.00% | +173 | New |
| WR Wealth Planners, LLC | 179 | $9.60K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 184 | $9.87K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 194 | $10.4K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $10.7K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Viking Fund Management LLC | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 203 | $10.9K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 206 | $11.0K | 0.00% | +206 | New |
| Proequities, Inc. | 215 | $11.5K | 0.00% | +4+1.9% | Added |
| FIL Ltd | 224 | $12.0K | 0.00% | +9+4.2% | Added |
| Creative Financial Designs Inc | 226 | $12.1K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 242 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 248 | $13.3K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 249 | $13.4K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 250 | $13.4K | 0.00% | +130+108.3% | Added |
| McIlrath & Eck, LLC | 252 | $13.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 255 | $13.7K | 0.01% | +255 | New |
| Eagle Bay Advisors LLC | 256 | $13.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 263 | $14.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 268 | $14.4K | 0.01% | −22−7.6% | Reduced |
| FSC Wealth Advisors, LLC | 284 | $15.2K | 0.02% | +284 | New |
| Financial Management Professionals, Inc. | 295 | $16.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $16.0K | 0.01% | +300 | New |
| Headinvest, LLC | 300 | $16.1K | 0.00% | +300 | New |
| Baldwin Brothers Inc | 300 | $16.1K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 300 | $16.1K | 0.02% | 00.0% | Unchanged |
| Montag A & Associates Inc | 302 | $16.2K | 0.00% | −15−4.7% | Reduced |
| GW&K Investment Management, LLC | 321 | $17.0K | 0.00% | +110+52.1% | Added |
| Chesapeake Asset Management LLC | 331 | $17.8K | 0.02% | +91+37.9% | Added |
| Newbridge Financial Services Group, Inc. | 351 | $18.8K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 353 | $18.9K | 0.00% | +353 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 346 | $19.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 355 | $19.0K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 365 | $19.6K | 0.00% | −62−14.5% | Reduced |