| WestEnd Advisors, LLC | – | $779 | 0.00% | – | New |
| State of Wyoming | 4 | $1.00K | 0.00% | −282−98.6% | Reduced |
| Aspire Private Capital, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $1.00K | 0.00% | – | New |
| PEAK6 Investments LLC | 5 | $1.00K | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $1.82K | 0.00% | +7 | New |
| Edge Wealth Management LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $2.00K | 0.00% | +6 | New |
| Creative Financial Designs Inc | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 14 | $4.00K | 0.00% | −92−86.8% | Reduced |
| Standard Family Office LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 17 | $4.00K | 0.00% | +17 | New |
| Wagner Wealth Management, LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 24 | $6.00K | 0.00% | +2+9.1% | Added |
| TD Ameritrade Investment Management, LLC | 24 | $6.00K | 0.00% | +15+166.7% | Added |
| Annapolis Financial Services, LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $7.27K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 31 | $8.00K | 0.01% | +20+181.8% | Added |
| Ellevest, Inc. | 30 | $8.00K | 0.00% | +30 | New |
| Sound Income Strategies, LLC | 40 | $10.0K | 0.00% | −15−27.3% | Reduced |
| Permanens Capital L.P. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 40 | $10.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 39 | $10.0K | 0.00% | 00.0% | Unchanged |
| PNC Managed Account Solutions, Inc. | 40 | $10.0K | 0.00% | +40 | New |
| Bogart Wealth, LLC | 44 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 45 | $11.0K | 0.00% | +31+221.4% | Added |
| Baldrige Asset Management LLC | 44 | $11.0K | 0.00% | +44 | New |
| Delta Asset Management LLC | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 46 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 48 | $12.0K | 0.00% | +41+585.7% | Added |
| Bray Capital Advisors | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 51 | $13.0K | 0.00% | +1+2.0% | Added |
| Hoey Investments, Inc | 50 | $13.0K | 0.00% | +50 | New |
| Baillie Gifford & Co | 54 | $14.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 53 | $14.0K | 0.01% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 57 | $15.0K | 0.01% | +57 | New |
| HighMark Wealth Management LLC | 63 | $16.0K | 0.01% | −12−16.0% | Reduced |
| Neo Ivy Capital Management | 64 | $17.0K | 0.02% | −944−93.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 65 | $17.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 70 | $18.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 70 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harding Loevner LP | 73 | $19.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 75 | $19.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 75 | $19.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 80 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 85 | $22.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 85 | $22.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 83 | $22.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 90 | $23.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 91 | $24.0K | 0.00% | +91 | New |
| Ogorek Anthony Joseph | 98 | $25.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $26.0K | 0.02% | 00.0% | Unchanged |
| Cordasco Financial Network | 106 | $28.0K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 107 | $28.0K | 0.01% | +16+17.6% | Added |
| Pin Oak Investment Advisors Inc | 112 | $29.0K | 0.03% | 00.0% | Unchanged |
| Lee Financial Co | 117 | $30.0K | 0.01% | 00.0% | Unchanged |
| Norway Savings Bank | 115 | $30.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 121 | $31.0K | 0.00% | −20−14.2% | Reduced |
| Valley National Advisers Inc | 119 | $31.0K | 0.01% | 00.0% | Unchanged |
| Cascade Investment Advisors, Inc. | 120 | $31.2K | 0.02% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 123 | $31.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 123 | $32.0K | 0.00% | +5+4.2% | Added |
| JNBA Financial Advisors | 122 | $32.0K | 0.00% | +22+22.0% | Added |
| West Branch Capital LLC | 125 | $32.0K | 0.02% | +125 | New |
| RE Advisers Corp | 130 | $34.0K | 0.00% | +130 | New |
| Penserra Capital Management LLC | 140 | $36.0K | 0.00% | +140 | New |
| Magellan Asset Management Ltd | 144 | $37.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 141 | $37.0K | 0.00% | +141 | New |
| Hanson & Doremus Investment Management | 188 | $39.0K | 0.01% | +38+25.3% | Added |
| Eagle Bay Advisors LLC | 159 | $43.0K | 0.03% | +159 | New |
| Earnest Partners LLC | 169 | $44.0K | 0.00% | 00.0% | Unchanged |
| Newfound Research LLC | 168 | $44.0K | 0.09% | +168 | New |
| Filbrandt Wealth Management, LLC | 182 | $47.0K | 0.03% | −4−2.2% | Reduced |
| BerganKDV Wealth Management, LLC | 180 | $47.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 180 | $47.0K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 182 | $47.0K | 0.01% | +61+50.4% | Added |
| Truehand, Inc | 190 | $49.0K | 0.03% | 00.0% | Unchanged |
| Cutler Group LP | 200 | $51.0K | 0.00% | +200 | New |
| Manchester Capital Management LLC | 202 | $52.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 203 | $52.0K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 200 | $52.0K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 200 | $52.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 200 | $52.0K | 0.02% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 201 | $52.0K | 0.01% | +9+4.7% | Added |
| FFT Wealth Management LLC | 205 | $53.0K | 0.01% | +205 | New |
| Old North State Trust, LLC | 207 | $54.0K | 0.04% | 00.0% | Unchanged |