| Toronto Dominion Bank | 5 | $0 | 0.00% | +5 | New |
| Avion Wealth | 33 | $0 | 0.00% | +33 | New |
| Robeco Institutional Asset Management B.V. | 1 | $27 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 27 | $32 | 0.00% | +8+42.1% | Added |
| Focused Wealth Management, Inc | 2 | $55 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3 | $83 | 0.00% | +3 | New |
| Plante Moran Financial Advisors, LLC | 4 | $109 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4 | $109 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 8 | $219 | 0.00% | −500−98.4% | Reduced |
| Tortoise Investment Management, LLC | 9 | $246 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 10 | $273 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 10 | $273 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $301 | 0.00% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 11 | $301 | 0.00% | +11 | New |
| Sutton Wealth Advisors Inc. | 12 | $328 | 0.00% | −535−97.8% | Reduced |
| Advisory Services Network, LLC | 12 | $328 | 0.00% | −520−97.7% | Reduced |
| Eagle Bay Advisors LLC | 12 | $328 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 12 | $329 | 0.00% | +12 | New |
| Laurel Wealth Advisors LLC | 13 | $356 | 0.00% | +5+62.5% | Added |
| McIlrath & Eck, LLC | 16 | $437 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 16 | $438 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $441 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $465 | 0.00% | +8+88.9% | Added |
| Prestige Wealth Management Group LLC | 19 | $520 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 19 | $523 | 0.00% | +19 | New |
| Beaird Harris Wealth Management, LLC | 20 | $547 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $547 | 0.00% | +4+25.0% | Added |
| SJS Investment Consulting Inc. | 20 | $547 | 0.00% | +5+33.3% | Added |
| Grove Bank & Trust | 20 | $547 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 20 | $547 | 0.00% | +20 | New |
| Pacifica Partners Inc. | 23 | $588 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $601 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 23 | $629 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 25 | $684 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 26 | $711 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 27 | $738 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 28 | $766 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 29 | $793 | 0.00% | −13−31.0% | Reduced |
| Key Financial Inc | 32 | $875 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $902 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 33 | $902 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 34 | $930 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 35 | $957 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 36 | $993 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 38 | $1.04K | 0.00% | −296−88.6% | Reduced |
| International Assets Investment Management, LLC | 39 | $1.07K | 0.00% | +39 | New |
| FinTrust Capital Advisors, LLC | 56 | $1.08K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 40 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 40 | $1.09K | 0.00% | −320−88.9% | Reduced |
| Optimum Investment Advisors | 40 | $1.09K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 40 | $1.09K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 42 | $1.12K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 43 | $1.18K | 0.00% | +43 | New |
| Harbour Investments, Inc. | 48 | $1.31K | 0.00% | −21−30.4% | Reduced |
| RFP Financial Group LLC | 50 | $1.37K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 50 | $1.37K | 0.00% | +11+28.2% | Added |
| Ahrens Investment Partners LLC | 58 | $1.59K | 0.00% | +58 | New |
| Ameritas Advisory Services, LLC | 58 | $1.59K | 0.00% | +58 | New |
| Earnest Partners LLC | 59 | $1.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $1.64K | 0.00% | +29+93.5% | Added |
| Sunbelt Securities, Inc. | 63 | $1.69K | 0.00% | +63 | New |
| TD Private Client Wealth LLC | 67 | $1.83K | 0.00% | −4−5.6% | Reduced |
| Farmers & Merchants Investments Inc | 73 | $2.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 59 | $2.00K | 0.00% | +59 | New |
| Parkside Financial Bank & Trust | 74 | $2.02K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 80 | $2.19K | 0.00% | 00.0% | Unchanged |
| Motco | 80 | $2.19K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 80 | $2.19K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 86 | $2.35K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 106 | $2.90K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 108 | $2.95K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 140 | $3.00K | 0.00% | −856−85.9% | Reduced |
| Asset Dedication, LLC | 136 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 127 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 110 | $3.01K | 0.00% | −171−60.9% | Reduced |
| Bellevue Asset Management, LLC | 119 | $3.25K | 0.00% | +20+20.2% | Added |
| Addison Advisors LLC | 120 | $3.28K | 0.00% | −2−1.6% | Reduced |
| Sound Income Strategies, LLC | 126 | $3.44K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 129 | $3.53K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 140 | $3.83K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 140 | $3.83K | 0.00% | +140 | New |
| GWM Advisors LLC | 141 | $3.84K | 0.00% | −861−85.9% | Reduced |
| Smithfield Trust Co | 178 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 129 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 160 | $4.37K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 160 | $4.37K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 168 | $4.59K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 170 | $4.65K | 0.00% | −93−35.4% | Reduced |
| Bangor Savings Bank | 170 | $4.65K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 161 | $4.76K | 0.00% | −33−17.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 180 | $4.92K | 0.00% | −16−8.2% | Reduced |
| Versant Capital Management, Inc | 182 | $4.97K | 0.00% | +84+85.7% | Added |
| Farther Finance Advisors, LLC | 183 | $5.00K | 0.00% | +51+38.6% | Added |
| Arcadia Investment Management Corp | 186 | $5.09K | 0.00% | −1,017−84.5% | Reduced |
| Institutional & Family Asset Management, LLC | 193 | $5.28K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 210 | $5.74K | 0.00% | −240−53.3% | Reduced |
| Washington Trust Co | 210 | $5.74K | 0.00% | −60−22.2% | Reduced |
| Ridgewood Investments LLC | 216 | $5.89K | 0.00% | +216 | New |
| Washington Trust Advisors, Inc. | 220 | $6.01K | 0.00% | +50+29.4% | Added |