| Sofos Investments, Inc. | 396 | $329 | 0.01% | +41+11.5% | Added |
| Caldwell Sutter Capital, Inc. | 1 | $396 | 0.00% | +1 | New |
| Core Alternative Capital | 1 | $396 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $792 | 0.00% | −336−99.4% | Reduced |
| Hexagon Capital Partners LLC | 2 | $792 | 0.00% | −2−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $1.19K | 0.00% | +1+50.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 3 | $1.19K | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 4 | $1.58K | 0.00% | −51−92.7% | Reduced |
| North Star Investment Management Corp. | 4 | $1.58K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 4 | $1.58K | 0.00% | +4 | New |
| Schonfeld Strategic Advisors LLC | 5 | $1.98K | 0.00% | −8,695−99.9% | Reduced |
| Legend Financial Advisors, Inc. | 5 | $1.98K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 5 | $1.98K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $1.98K | 0.00% | +2+66.7% | Added |
| West Paces Advisors Inc. | 5 | $1.98K | 0.00% | +3+150.0% | Added |
| Cape Investment Advisory, Inc. | 5 | $1.98K | 0.00% | +5 | New |
| SkyView Investment Advisors, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Carmel Capital Partners, LLC | 6 | $2.38K | 0.00% | +6 | New |
| Grey Fox Wealth Advisors, LLC | 7 | $2.77K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 7 | $3.00K | 0.00% | +7 | New |
| VitalStone Financial, LLC | 8 | $3.00K | 0.00% | +8 | New |
| Lee Financial Co | 8 | $3.17K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $3.96K | 0.00% | +10 | New |
| Resources Management Corp | 400 | $4.00K | 0.00% | +350+700.0% | Added |
| Colonial Trust Advisors | 11 | $4.35K | 0.00% | −3−21.4% | Reduced |
| Abound Wealth Management | 11 | $4.35K | 0.00% | +9+450.0% | Added |
| Cambridge Trust Co | 12 | $4.75K | 0.00% | 00.0% | Unchanged |
| American National Bank | 12 | $4.75K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 14 | $5.54K | 0.00% | −1−6.7% | Reduced |
| Disciplined Investments, LLC | 15 | $5.94K | 0.00% | +2+15.4% | Added |
| Carmichael Hill & Associates, Inc. | 15 | $5.94K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $7.00K | 0.00% | −440−96.3% | Reduced |
| TSFG, LLC | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $7.00K | 0.00% | +10+142.9% | Added |
| MV Capital Management, Inc. | 19 | $7.52K | 0.00% | +3+18.8% | Added |
| SJS Investment Consulting Inc. | 19 | $7.52K | 0.00% | +2+11.8% | Added |
| Tilia Fiduciary Partners, Inc. | 20 | $7.92K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 24 | $9.51K | 0.00% | +6+33.3% | Added |
| Raffa Wealth Management, LLC | 25 | $9.89K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 28 | $11.1K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 28 | $11.1K | 0.01% | +28 | New |
| Macroview Investment Management LLC | 30 | $11.9K | 0.02% | −3−9.1% | Reduced |
| Your Advocates Ltd., LLP | 37 | $14.6K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 38 | $15.0K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $15.0K | 0.00% | +2+5.6% | Added |
| Accel Wealth Management | 39 | $15.4K | 0.01% | +30+333.3% | Added |
| Laurel Wealth Advisors LLC | 40 | $15.8K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 42 | $16.6K | 0.01% | +4+10.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 44 | $17.0K | 0.00% | −42−48.8% | Reduced |
| Retirement Group, LLC | 44 | $17.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 43 | $17.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 43 | $17.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 43 | $17.0K | 0.01% | +43 | New |
| Pinnacle Bancorp, Inc. | 44 | $17.4K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 45 | $17.8K | 0.00% | −11−19.6% | Reduced |
| Sutton Wealth Advisors Inc. | 46 | $18.2K | 0.01% | −3−6.1% | Reduced |
| Castleview Partners, LLC | 46 | $18.2K | 0.02% | +46 | New |
| Vigilant Capital Management, LLC | 49 | $19.0K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 50 | $19.8K | 0.02% | −50−50.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 50 | $19.8K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $19.8K | 0.00% | +50 | New |
| Asset Dedication, LLC | 50 | $20.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 51 | $20.2K | 0.03% | +1+2.0% | Added |
| Raleigh Capital Management Inc. | 52 | $20.6K | 0.01% | +29+126.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 55 | $22.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 56 | $22.2K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 56 | $22.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $22.6K | 0.00% | +1+1.8% | Added |
| Center for Financial Planning, Inc. | 60 | $23.7K | 0.01% | −20−25.0% | Reduced |
| MCF Advisors LLC | 60 | $23.7K | 0.00% | +17+39.5% | Added |
| Centerpoint Advisors, LLC | 60 | $24.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $24.0K | 0.01% | +10+20.0% | Added |
| Loomis Sayles & Co L P | 60 | $24.0K | 0.00% | +60 | New |
| Jones Financial Companies LLLP | 61 | $24.1K | 0.00% | −9−12.9% | Reduced |
| Proequities, Inc. | 61 | $24.1K | 0.00% | −8−11.6% | Reduced |
| Johnson Financial Group, Inc. | 62 | $24.5K | 0.00% | −74−54.4% | Reduced |
| Baystate Wealth Management LLC | 62 | $24.6K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $25.7K | 0.02% | – | – |
| Colonial Trust Co | 65 | $25.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 66 | $26.2K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 72 | $28.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $29.7K | 0.01% | +75 | New |
| Knott David M Jr | 78 | $31.0K | 0.01% | 00.0% | Unchanged |
| Sycomore Asset Management | 87 | $32.0K | 0.01% | −254−74.5% | Reduced |
| Brown Brothers Harriman & Co | 81 | $32.1K | 0.00% | +47+138.2% | Added |
| WealthPLAN Partners, LLC | 82 | $32.5K | 0.00% | +82 | New |
| EverSource Wealth Advisors, LLC | 83 | $32.8K | 0.00% | −1−1.2% | Reduced |
| ING Groep NV | 86 | $34.0K | 0.00% | −698−89.0% | Reduced |
| AdvisorNet Financial, Inc | 87 | $34.4K | 0.00% | −8−8.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 89 | $35.2K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 90 | $35.6K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 95 | $36.0K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 93 | $36.8K | 0.02% | +67+257.7% | Added |
| Massmutual Trust Co FSB | 97 | $38.4K | 0.00% | +30+44.8% | Added |
| Delta Asset Management LLC | 100 | $39.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $39.6K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 102 | $40.4K | 0.00% | 00.0% | Unchanged |
