| Sofos Investments, Inc. | 191 | $305 | 0.00% | +191 | New |
| Delos Wealth Advisors, LLC | 3 | $574 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3 | $574 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 4 | $625 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 4 | $765 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4 | $765 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $957 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $957 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 6 | $1.00K | 0.00% | +2+50.0% | Added |
| Key Financial Inc | 10 | $1.91K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 10 | $1.91K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $2.00K | 0.00% | +12 | New |
| Country Trust Bank | 12 | $2.29K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 14 | $2.68K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 16 | $3.00K | 0.00% | −830−98.1% | Reduced |
| Dividend Assets Capital, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $3.00K | 0.00% | +19+475.0% | Added |
| Tortoise Investment Management, LLC | 16 | $3.06K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 16 | $3.06K | 0.00% | +16 | New |
| Sound Income Strategies, LLC | 17 | $3.25K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 20 | $3.83K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $3.83K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 21 | $4.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $4.02K | 0.00% | +21 | New |
| Lee Financial Co | 22 | $4.21K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 24 | $4.63K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 25 | $4.78K | 0.00% | +25 | New |
| Motco | 26 | $4.97K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 29 | $5.55K | 0.00% | −1−3.3% | Reduced |
| Northwest Capital Management Inc | 29 | $5.55K | 0.00% | +29 | New |
| Abound Wealth Management | 29 | $5.55K | 0.00% | +3+11.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 34 | $6.50K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $6.69K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 36 | $6.88K | 0.00% | +36 | New |
| Bollard Group LLC | 35 | $7.00K | 0.00% | +35 | New |
| HHM Wealth Advisors, LLC | 38 | $7.27K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 47 | $8.99K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 51 | $9.68K | 0.01% | +1+2.0% | Added |
| Creative Capital Management Investments LLC | 51 | $9.75K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 55 | $10.5K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 61 | $11.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 58 | $11.1K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 58 | $11.1K | 0.00% | −4,341−98.7% | Reduced |
| Raffa Wealth Management, LLC | 59 | $11.3K | 0.00% | +1+1.7% | Added |
| Prestige Wealth Management Group LLC | 62 | $11.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 63 | $12.1K | 0.00% | +13+26.0% | Added |
| Tucker Asset Management LLC | 65 | $12.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 67 | $12.8K | 0.01% | −1−1.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 72 | $13.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 74 | $14.1K | 0.00% | +1+1.4% | Added |
| WFA Asset Management Corp | 74 | $14.2K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $14.3K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 78 | $14.9K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 80 | $15.3K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 84 | $16.0K | 0.01% | −16−16.0% | Reduced |
| PSI Advisors, LLC | 86 | $16.4K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 86 | $16.4K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 91 | $17.4K | 0.00% | +3+3.4% | Added |
| Umb Bank N A | 93 | $17.8K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $19.1K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $19.1K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $19.1K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 101 | $19.4K | 0.00% | +1+1.0% | Added |
| Kozak & Associates, Inc. | 106 | $20.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 110 | $21.0K | 0.00% | +110 | New |
| Gables Capital Management Inc. | 110 | $21.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 112 | $21.4K | 0.00% | +4+3.7% | Added |
| Bell Investment Advisors, Inc | 113 | $21.6K | 0.00% | +2+1.8% | Added |
| VisionPoint Advisory Group, LLC | 114 | $21.8K | 0.01% | +114 | New |
| Capital Analysts, LLC | 115 | $22.0K | 0.00% | −22−16.1% | Reduced |
| Twin Lakes Capital Management, LLC | 119 | $22.9K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 120 | $23.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 123 | $23.5K | 0.01% | −2−1.6% | Reduced |
| Impact Partnership Wealth, LLC | 123 | $23.5K | 0.01% | +123 | New |
| Core Alternative Capital | 124 | $23.8K | 0.00% | +2+1.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 125 | $24.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 123 | $24.0K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 128 | $24.5K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 131 | $25.1K | 0.00% | +1+0.8% | Added |
| SOA Wealth Advisors, LLC. | 133 | $25.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 135 | $25.8K | 0.01% | −12−8.2% | Reduced |
| JFS Wealth Advisors, LLC | 136 | $26.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 140 | $26.8K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 143 | $27.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 147 | $28.1K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 150 | $28.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 151 | $28.9K | 0.01% | +26+20.8% | Added |
| RFP Financial Group LLC | 152 | $29.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 156 | $29.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 155 | $30.0K | 0.00% | +127+453.6% | Added |
| Carolinas Wealth Consulting LLC | 158 | $30.3K | 0.01% | +1+0.6% | Added |
| Delta Asset Management LLC | 163 | $31.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 175 | $33.0K | 0.01% | −508−74.4% | Reduced |
| MV Capital Management, Inc. | 175 | $33.5K | 0.00% | −8−4.4% | Reduced |
| Live Oak Investment Partners | – | $33.7K | 0.03% | – | – |
| Old Second National Bank of Aurora | 180 | $34.4K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 182 | $34.8K | 0.03% | −99−35.2% | Reduced |
| WealthPLAN Partners, LLC | 182 | $34.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 187 | $35.8K | 0.00% | 00.0% | Unchanged |