| Y.D. More Investments Ltd | 36 | $16 | 0.00% | +36 | New |
| TFC Financial Management | 1 | $167 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $333 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $333 | 0.00% | +1+100.0% | Added |
| ClariVest Asset Management LLC | 3 | $502 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4 | $665 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $678 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $831 | 0.00% | −3−37.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $831 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $831 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6 | $998 | 0.00% | −63−91.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 6 | $998 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $998 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $998 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 6 | $998 | 0.00% | +6 | New |
| Ashton Thomas Private Wealth, LLC | 6 | $998 | 0.00% | +6 | New |
| Central Trust Co | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 10 | $1.66K | 0.00% | +10 | New |
| Colonial Trust Co | 10 | $1.67K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.69K | 0.00% | +2+25.0% | Added |
| Sachetta, LLC | 11 | $1.94K | 0.00% | −5−31.3% | Reduced |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.16K | 0.00% | +2+18.2% | Added |
| Frazier Financial Advisors, LLC | 14 | $2.33K | 0.00% | −35−71.4% | Reduced |
| Parallel Advisors, LLC | 14 | $2.33K | 0.00% | −5−26.3% | Reduced |
| Private Wealth Management Group, LLC | 15 | $2.49K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.66K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 17 | $2.83K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $2.83K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19 | $3.16K | 0.00% | +11+137.5% | Added |
| Chilton Capital Management LLC | 20 | $3.33K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 21 | $3.49K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $3.82K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $3.82K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $3.99K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $4.16K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 27 | $4.49K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 28 | $4.66K | 0.00% | +28 | New |
| Farmers & Merchants Investments Inc | 30 | $4.99K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 32 | $5.32K | 0.00% | −2−5.9% | Reduced |
| Umb Bank N A | 32 | $5.32K | 0.00% | +32 | New |
| REAP Financial Group, LLC | 34 | $5.67K | 0.00% | +5+17.2% | Added |
| SOA Wealth Advisors, LLC. | 34 | $5.72K | 0.00% | −20−37.0% | Reduced |
| TD Private Client Wealth LLC | 35 | $5.82K | 0.00% | −31−47.0% | Reduced |
| Crewe Advisors LLC | 35 | $5.82K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 39 | $6.48K | 0.00% | +39 | New |
| Private Trust Co NA | 40 | $6.65K | 0.00% | −1−2.4% | Reduced |
| Fortitude Family Office, LLC | 40 | $6.65K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $6.82K | 0.00% | −8−16.3% | Reduced |
| Smartleaf Asset Management LLC | 41 | $6.86K | 0.00% | +16+64.0% | Added |
| Bruce G. Allen Investments, LLC | 42 | $6.98K | 0.01% | −8−16.0% | Reduced |
| Capital Advisors, Ltd. LLC | 45 | $7.00K | 0.00% | +2+4.7% | Added |
| GW&K Investment Management, LLC | 40 | $7.00K | 0.00% | +3+8.1% | Added |
| Jones Financial Companies LLLP | 47 | $7.81K | 0.00% | +47 | New |
| LRI Investments, LLC | 49 | $8.19K | 0.00% | +49 | New |
| Harbour Investments, Inc. | 51 | $8.48K | 0.00% | +3+6.3% | Added |
| First Horizon Advisors, Inc. | 53 | $8.81K | 0.00% | −575−91.6% | Reduced |
| JFS Wealth Advisors, LLC | 53 | $8.81K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 55 | $9.00K | 0.00% | +19+52.8% | Added |
| Continuum Advisory, LLC | 55 | $9.14K | 0.00% | +1+1.9% | Added |
| Cetera Trust Company, N.A | 60 | $9.97K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 61 | $10.1K | 0.00% | +49+408.3% | Added |
| West Paces Advisors Inc. | 62 | $10.3K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 67 | $11.0K | 0.00% | +8+13.6% | Added |
| Massmutual Trust Co FSB | 72 | $12.0K | 0.00% | +6+9.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 74 | $12.0K | 0.00% | −5−6.3% | Reduced |
| Center for Financial Planning, Inc. | 75 | $12.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $13.0K | 0.00% | +50+178.6% | Added |
| Smithfield Trust Co | 95 | $16.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 100 | $16.6K | 0.00% | +27+37.0% | Added |
| Riverview Trust Co | 115 | $19.1K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 125 | $20.8K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 125 | $20.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 138 | $22.9K | 0.00% | −69−33.3% | Reduced |
| Rothschild Investment LLC | 145 | $24.1K | 0.00% | +145 | New |
| Hexagon Capital Partners LLC | 149 | $24.8K | 0.01% | −11−6.9% | Reduced |
| Allworth Financial LP | 149 | $25.3K | 0.00% | +13+9.6% | Added |
| Cromwell Holdings LLC | 160 | $26.6K | 0.02% | +160 | New |
| Laurel Wealth Advisors LLC | 181 | $30.1K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 183 | $30.4K | 0.01% | +33+22.0% | Added |
| Innealta Capital, LLC | 186 | $30.9K | 0.01% | +186 | New |
| Richardson Financial Services Inc. | 201 | $33.4K | 0.02% | +77+62.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 203 | $33.7K | 0.01% | +203 | New |
| SRS Capital Advisors, Inc. | 207 | $34.4K | 0.00% | +166+404.9% | Added |
| Sentry Investment Management LLC | 220 | $37.0K | 0.02% | −45−17.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 233 | $38.7K | 0.00% | +15+6.9% | Added |
| Jamison Private Wealth Management, Inc. | 252 | $41.9K | 0.01% | −55−17.9% | Reduced |
| Parkside Financial Bank & Trust | 269 | $44.7K | 0.01% | −3−1.1% | Reduced |
| EverSource Wealth Advisors, LLC | 276 | $48.3K | 0.00% | −67−19.5% | Reduced |
| Farther Finance Advisors, LLC | 290 | $48.4K | 0.00% | +190+190.0% | Added |
| Redwood Wealth Management Group, LLC | 300 | $49.9K | 0.04% | +300 | New |
| Family Firm, Inc. | 305 | $50.7K | 0.01% | +305 | New |
| Covestor Ltd | 322 | $53.0K | 0.03% | −24−6.9% | Reduced |
| Ronald Blue Trust, Inc. | 353 | $66.4K | 0.00% | +101+40.1% | Added |
| GPS Wealth Strategies Group, LLC | 423 | $70.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 425 | $70.6K | 0.00% | −41−8.8% | Reduced |
| Harvest Fund Management Co., Ltd | 428 | $71.0K | 0.01% | −660−60.7% | Reduced |
| Quent Capital, LLC | 456 | $75.8K | 0.01% | +1+0.2% | Added |
| Global Retirement Partners, LLC | 480 | $79.8K | 0.00% | +69+16.8% | Added |
