| Wolff Wiese Magana LLC | 1 | $225 | 0.00% | −42−97.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $225 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $225 | 0.00% | −1−50.0% | Reduced |
| Evermay Wealth Management LLC | 2 | $430 | 0.00% | +2 | New |
| Kistler-Tiffany Companies, LLC | 2 | $450 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 4 | $453 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 3 | $621 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $675 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $675 | 0.00% | +3 | New |
| McElhenny Sheffield Capital Management, LLC | 4 | $900 | 0.00% | +4 | New |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| Assetmark, Inc | 5 | $1.13K | 0.00% | −46−90.2% | Reduced |
| MCF Advisors LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $1.13K | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7 | $2.00K | 0.00% | +7 | New |
| PSI Advisors, LLC | 9 | $2.02K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 10 | $2.25K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 10 | $2.25K | 0.00% | +10 | New |
| Brown, Lisle/Cummings, Inc. | 11 | $2.48K | 0.00% | +11 | New |
| Birch Capital Management, LLC | 11 | $2.48K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $2.70K | 0.00% | +12 | New |
| Abound Wealth Management | 12 | $2.70K | 0.00% | +4+50.0% | Added |
| EWG Elevate Inc. | 14 | $3.15K | 0.00% | +14 | New |
| Oliver Lagore Vanvalin Investment Group | 15 | $3.38K | 0.00% | −15−50.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 15 | $3.38K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 16 | $3.60K | 0.00% | −85−84.2% | Reduced |
| New Millennium Group LLC | 17 | $3.79K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 225 | $3.87K | 0.04% | −1,077−82.7% | Reduced |
| St. Johns Investment Management Company, LLC | 18 | $4.05K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 18 | $4.05K | 0.00% | +2+12.5% | Added |
| Raffa Wealth Management, LLC | 19 | $4.27K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $4.50K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 20 | $4.50K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 22 | $4.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 24 | $5.40K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $5.40K | 0.00% | +24 | New |
| RWM Asset Management, LLC | 25 | $5.62K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 26 | $5.85K | 0.00% | −28−51.9% | Reduced |
| Grove Bank & Trust | 27 | $6.00K | 0.00% | +27 | New |
| Western Pacific Wealth Management, LP | 27 | $6.07K | 0.01% | +27 | New |
| SJS Investment Consulting Inc. | 27 | $6.12K | 0.00% | +3+12.5% | Added |
| Prestige Wealth Management Group LLC | 28 | $6.30K | 0.00% | +4+16.7% | Added |
| Versant Capital Management, Inc | 29 | $6.52K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 31 | $6.92K | 0.00% | +31 | New |
| Endurance Wealth Management, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 31 | $7.00K | 0.00% | +31 | New |
| Institutional & Family Asset Management, LLC | 33 | $7.42K | 0.00% | −41−55.4% | Reduced |
| Tradition Wealth Management, LLC | 37 | $8.00K | 0.00% | +1+2.8% | Added |
| RFP Financial Group LLC | 36 | $8.10K | 0.00% | +36 | New |
| Kelly Financial Services LLC | 37 | $8.32K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 38 | $8.55K | 0.00% | +38 | New |
| Ranger Investment Management, L.P. | 39 | $8.77K | 0.00% | +18+85.7% | Added |
| Johnson Midwest Financial, LLC | 39 | $9.00K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40 | $9.20K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 41 | $9.25K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 42 | $9.45K | 0.00% | −1−2.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 44 | $9.89K | 0.00% | −47−51.6% | Reduced |
| Gradient Investments LLC | 44 | $9.90K | 0.00% | −43−49.4% | Reduced |
| Financial Management Professionals, Inc. | 45 | $10.0K | 0.00% | +5+12.5% | Added |
| Washington Trust Advisors, Inc. | 47 | $10.6K | 0.00% | −56−54.4% | Reduced |
| City State Bank | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 50 | $11.2K | 0.01% | +12+31.6% | Added |
| Macroview Investment Management LLC | 50 | $11.2K | 0.02% | +50 | New |
| Syverson Strege & Co | 50 | $11.2K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 50 | $11.2K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 55 | $12.4K | 0.00% | −38−40.9% | Reduced |
| Dividend Assets Capital, LLC | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 60 | $13.5K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 60 | $13.5K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 60 | $13.6K | 0.00% | +60 | New |
| Riverview Trust Co | 63 | $14.0K | 0.01% | +63 | New |
| Financial Synergies Wealth Advisors, Inc. | 65 | $14.5K | 0.00% | +1+1.6% | Added |
| Earnest Partners LLC | 66 | $14.8K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 70 | $15.7K | 0.00% | +10+16.7% | Added |
| Covestor Ltd | 72 | $16.0K | 0.01% | −21−22.6% | Reduced |
| Exchange Traded Concepts, LLC | 75 | $16.9K | 0.00% | −1,391−94.9% | Reduced |
| Cary Street Partners Asset Management LLC | 75 | $16.9K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 77 | $17.3K | 0.01% | −29−27.4% | Reduced |
| Manchester Capital Management LLC | 77 | $17.3K | 0.00% | +2+2.7% | Added |
| SRS Capital Advisors, Inc. | 80 | $18.0K | 0.00% | +5+6.7% | Added |
| Hazlett, Burt & Watson, Inc. | 80 | $18.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 84 | $18.9K | 0.00% | +42+100.0% | Added |
| Accurate Wealth Management, LLC | 87 | $19.3K | 0.01% | +87 | New |
| TCI Wealth Advisors, Inc. | 88 | $19.8K | 0.00% | +3+3.5% | Added |
| DT Investment Partners, LLC | 90 | $20.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 91 | $20.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 91 | $20.5K | 0.01% | +54+145.9% | Added |
| Colonial Trust Co | 92 | $20.9K | 0.01% | +92 | New |
| CVA Family Office, LLC | 95 | $21.4K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 97 | $22.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 98 | $22.0K | 0.01% | +98 | New |
| Creative Financial Designs Inc | 104 | $23.3K | 0.00% | +1+1.0% | Added |
| Westside Investment Management, Inc. | 108 | $24.0K | 0.00% | 00.0% | Unchanged |