| ClariVest Asset Management LLC | 13 | $0 | 0.00% | +13 | New |
| Silicon Valley Capital Partners | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $31 | 0.00% | −32−97.0% | Reduced |
| Founders Capital Management | 9 | $289 | 0.00% | +1+12.5% | Added |
| Iron Horse Wealth Management, LLC | 11 | $371 | 0.00% | +11 | New |
| Cherry Tree Wealth Management, LLC | 12 | $388 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $742 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 23 | $750 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $775 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 28 | $942 | 0.00% | +28 | New |
| Trifecta Capital Advisors, LLC | 28 | $944 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 29 | $978 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $1.01K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 31 | $1.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $1.08K | 0.00% | −496−93.9% | Reduced |
| Authentikos Wealth Advisory, LLC | 33 | $1.11K | 0.00% | +33 | New |
| Evermay Wealth Management LLC | 47 | $1.58K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 48 | $1.62K | 0.00% | −550−92.0% | Reduced |
| Atlas Capital Advisors LLC | 53 | $1.78K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 57 | $1.92K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 81 | $2.00K | 0.00% | +4+5.2% | Added |
| First Command Advisory Services, Inc. | 73 | $2.46K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 77 | $2.59K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $2.59K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 85 | $2.86K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 92 | $3.10K | 0.00% | +92 | New |
| Johnson Midwest Financial, LLC | 97 | $3.27K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 103 | $3.46K | 0.00% | +2+2.0% | Added |
| Coppell Advisory Solutions LLC | 106 | $3.49K | 0.00% | −352−76.9% | Reduced |
| Red Tortoise LLC | 106 | $3.57K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 106 | $3.57K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 111 | $3.74K | 0.00% | +111 | New |
| Truvestments Capital LLC | 111 | $3.74K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 115 | $3.88K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 115 | $3.89K | 0.00% | +1+0.9% | Added |
| Baystate Wealth Management LLC | 116 | $3.92K | 0.00% | +47+68.1% | Added |
| LGT Financial Advisors LLC | 120 | $4.04K | 0.01% | +120 | New |
| SJS Investment Consulting Inc. | 128 | $4.31K | 0.00% | +19+17.4% | Added |
| Nemes Rush Group LLC | 131 | $4.41K | 0.00% | +14+12.0% | Added |
| Motco | 133 | $4.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 141 | $4.75K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 145 | $4.88K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 147 | $5.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 160 | $5.39K | 0.00% | +160 | New |
| Thomas J. Herzfeld Advisors, Inc. | 162 | $5.46K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 163 | $5.49K | 0.00% | −11−6.3% | Reduced |
| Cranbrook Wealth Management, LLC | 177 | $5.96K | 0.00% | −178−50.1% | Reduced |
| Eukles Asset Management | 180 | $6.06K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 183 | $6.17K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 185 | $6.23K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 191 | $6.43K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $6.74K | 0.00% | −600−75.0% | Reduced |
| Washington Trust Co | 200 | $6.74K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $6.74K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $6.74K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 214 | $7.21K | 0.00% | +14+7.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 215 | $7.24K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 221 | $7.44K | 0.00% | +3+1.4% | Added |
| Tradewinds Capital Management, LLC | 225 | $7.58K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 221 | $7.60K | 0.00% | +1+0.5% | Added |
| KB Financial Partners, LLC | 252 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 250 | $8.42K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 256 | $8.63K | 0.00% | −9−3.4% | Reduced |
| Abound Wealth Management | 267 | $8.99K | 0.00% | +20+8.1% | Added |
| HHM Wealth Advisors, LLC | 271 | $9.13K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 272 | $9.16K | 0.00% | +107+64.8% | Added |
| Sugarloaf Wealth Management, LLC | 274 | $9.24K | 0.00% | −3,896−93.4% | Reduced |
| Annapolis Financial Services, LLC | 276 | $9.30K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 284 | $9.56K | 0.00% | +8+2.9% | Added |
| Provence Wealth Management Group | 297 | $10.0K | 0.01% | +297 | New |
| Arlington Partners LLC | 306 | $10.3K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 306 | $10.3K | 0.00% | +306 | New |
| Capital Advisors, Ltd. LLC | 314 | $11.0K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 350 | $11.5K | 0.00% | +350 | New |
| Brown, Lisle/Cummings, Inc. | 365 | $12.3K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 368 | $12.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 397 | $13.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 388 | $13.1K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 389 | $13.1K | 0.00% | +155+66.2% | Added |
| Plante Moran Financial Advisors, LLC | 389 | $13.1K | 0.00% | +232+147.8% | Added |
| Delos Wealth Advisors, LLC | 400 | $13.8K | 0.02% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 417 | $14.0K | 0.00% | +417 | New |
| South State Corp. | 424 | $14.3K | 0.00% | −182−30.0% | Reduced |
| Guardian Wealth Management, Inc. | 438 | $14.7K | 0.01% | −160−26.8% | Reduced |
| Core Alternative Capital | 474 | $16.0K | 0.00% | +1+0.2% | Added |
| GW&K Investment Management, LLC | 474 | $16.0K | 0.00% | +11+2.4% | Added |
| Concord Wealth Partners | 500 | $16.8K | 0.00% | −157−23.9% | Reduced |
| Cypress Capital Management LLC (WY) | 500 | $16.8K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 500 | $16.8K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 525 | $17.7K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 530 | $18.0K | 0.00% | −11−2.0% | Reduced |
| Princeton Global Asset Management LLC | 564 | $19.0K | 0.01% | +7+1.3% | Added |
| Gould Capital, LLC | 600 | $19.8K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 623 | $21.0K | 0.01% | +10+1.6% | Added |
| Smithfield Trust Co | 640 | $22.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 670 | $22.6K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 680 | $22.9K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 690 | $23.2K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 750 | $25.3K | 0.00% | 00.0% | Unchanged |