| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Independence Bank of Kentucky | 1 | $35 | 0.00% | +1 | New |
| First Manhattan Co | 4 | $139 | 0.00% | −2,197−99.8% | Reduced |
| JJJ Advisors Inc. | 8 | $279 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10 | $348 | 0.00% | +10 | New |
| Transcendent Capital Group LLC | 10 | $348 | 0.00% | +10 | New |
| Pineridge Advisors LLC | 16 | $556 | 0.00% | +16 | New |
| West Paces Advisors Inc. | 18 | $626 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $730 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $730 | 0.00% | +10+90.9% | Added |
| Aspect Partners, LLC | 23 | $800 | 0.00% | +23 | New |
| Global Trust Asset Management, LLC | 24 | $834 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 25 | $869 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 28 | $974 | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 31 | $1.09K | 0.00% | +31 | New |
| Winthrop Capital Management, LLC | 34 | $1.18K | 0.00% | +34 | New |
| Evergreen Private Wealth LLC | 36 | $1.25K | 0.00% | +36 | New |
| Coppell Advisory Solutions LLC | 39 | $1.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $1.36K | 0.00% | +39 | New |
| Brown Brothers Harriman & Co | 41 | $1.43K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 45 | $1.56K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 46 | $1.60K | 0.00% | +46 | New |
| Jackson, Grant Investment Advisers, Inc. | 47 | $1.63K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 50 | $1.74K | 0.00% | +50 | New |
| Dunhill Financial, LLC | 50 | $1.75K | 0.00% | +50 | New |
| VisionPoint Advisory Group, LLC | 52 | $1.81K | 0.00% | −27−34.2% | Reduced |
| Center for Financial Planning, Inc. | 52 | $1.81K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 57 | $1.98K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 58 | $2.02K | 0.00% | −86−59.7% | Reduced |
| MCF Advisors LLC | 61 | $2.12K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 66 | $2.29K | 0.00% | +19+40.4% | Added |
| Winch Advisory Services, LLC | 70 | $2.42K | 0.00% | +1+1.4% | Added |
| Gradient Investments LLC | 84 | $2.92K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 87 | $3.02K | 0.00% | +87 | New |
| Key Financial Inc | 91 | $3.16K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 100 | $3.48K | 0.00% | +38+61.3% | Added |
| Security National Bank | 100 | $3.48K | 0.00% | +100 | New |
| Gables Capital Management Inc. | 100 | $3.48K | 0.00% | +100 | New |
| Arrow Financial Corp | 110 | $3.83K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 113 | $3.93K | 0.00% | +113 | New |
| Smithfield Trust Co | 130 | $4.00K | 0.00% | −245−65.3% | Reduced |
| Pin Oak Investment Advisors Inc | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 125 | $4.35K | 0.00% | −37−22.8% | Reduced |
| Level Financial Advisors, Inc. | 126 | $4.38K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 148 | $5.16K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 149 | $5.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 160 | $5.56K | 0.00% | +54+50.9% | Added |
| Sachetta, LLC | 171 | $5.95K | 0.00% | +171 | New |
| Moisand Fitzgerald Tamayo, LLC | 174 | $6.05K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 181 | $6.29K | 0.00% | +181 | New |
| Global Financial Private Client, LLC | 184 | $6.40K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $6.95K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 200 | $6.95K | 0.00% | +200 | New |
| Hazlett, Burt & Watson, Inc. | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 205 | $7.14K | 0.00% | −40,659−99.5% | Reduced |
| Coston, McIsaac & Partners | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 229 | $8.00K | 0.00% | +26+12.8% | Added |
| Tradewinds Capital Management, LLC | 239 | $8.31K | 0.00% | +25+11.7% | Added |
| Grove Bank & Trust | 249 | $8.66K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 252 | $8.76K | 0.00% | +55+27.9% | Added |
| Park Place Capital Corp | 256 | $8.90K | 0.00% | −130−33.7% | Reduced |
| AlphaMark Advisors, LLC | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 262 | $9.11K | 0.00% | −64−19.6% | Reduced |
| Focused Wealth Management, Inc | 272 | $9.44K | 0.00% | +1+0.4% | Added |
| American National Bank | 281 | $9.77K | 0.00% | +281 | New |
| Fortitude Family Office, LLC | 287 | $9.98K | 0.01% | +287 | New |
| Tucker Asset Management LLC | 292 | $10.2K | 0.00% | +40+15.9% | Added |
| Tennessee Valley Asset Management Partners | 295 | $10.3K | 0.00% | +295 | New |
| Voisard Asset Management Group, Inc. | 296 | $10.3K | 0.01% | +296 | New |
| St Germain D J Co Inc | 300 | $10.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 300 | $10.4K | 0.00% | +300 | New |
| Ramirez Asset Management, Inc. | 302 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 305 | $10.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 356 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 318 | $11.1K | 0.01% | +318 | New |
| Zions Bancorporation, N.A. | 336 | $11.7K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 340 | $11.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 336 | $12.0K | 0.00% | +30+9.8% | Added |
| Thompson Investment Management, Inc. | 350 | $12.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 362 | $12.6K | 0.00% | +189+109.2% | Added |
| Old Second National Bank of Aurora | 366 | $12.7K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 384 | $13.4K | 0.00% | −43,625−99.1% | Reduced |
| RFP Financial Group LLC | 398 | $13.8K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 400 | $13.9K | 0.02% | +400 | New |
| Financial Management Professionals, Inc. | 397 | $14.0K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 416 | $14.5K | 0.01% | +416 | New |
| Householder Group Estate & Retirement Specialist, LLC | 446 | $15.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 438 | $15.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 441 | $15.3K | 0.00% | −337−43.3% | Reduced |
| Baystate Wealth Management LLC | 446 | $15.5K | 0.00% | +446 | New |
| Impact Partnership Wealth, LLC | 451 | $15.7K | 0.01% | −68−13.1% | Reduced |
| Raleigh Capital Management Inc. | 460 | $16.0K | 0.01% | −388−45.8% | Reduced |
| Bangor Savings Bank | 464 | $16.1K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 475 | $16.5K | 0.00% | +475 | New |
| Bourgeon Capital Management LLC | 480 | $16.7K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 489 | $17.0K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 490 | $17.0K | 0.02% | +3+0.6% | Added |
| Farmers & Merchants Investments Inc | 505 | $17.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 516 | $18.0K | 0.01% | −1,349−72.3% | Reduced |
| Motco | 520 | $18.1K | 0.00% | −99−16.0% | Reduced |