| Penserra Capital Management LLC | 8 | $0 | 0.00% | −32,100−100.0% | Reduced |
| SkyView Investment Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $337 | 0.00% | – | – |
| SOA Wealth Advisors, LLC. | 3 | $337 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $337 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $338 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 112 | $449 | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $449 | 0.00% | −9−69.2% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $562 | 0.00% | +5 | New |
| Abound Wealth Management | 5 | $566 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 9 | $1.01K | 0.00% | +9 | New |
| MCF Advisors LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.80K | 0.00% | +2+14.3% | Added |
| Iron Horse Wealth Management, LLC | 17 | $1.91K | 0.00% | +17 | New |
| Institutional & Family Asset Management, LLC | 20 | $2.25K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $2.25K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $2.31K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 21 | $2.36K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 23 | $2.58K | 0.00% | −513−95.7% | Reduced |
| Tortoise Investment Management, LLC | 23 | $2.58K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 23 | $2.58K | 0.00% | +23 | New |
| Grey Fox Wealth Advisors, LLC | 23 | $2.58K | 0.00% | +23 | New |
| Bangor Savings Bank | 27 | $3.03K | 0.00% | +27 | New |
| Credential Qtrade Securities Inc. | 28 | $3.15K | 0.00% | +28 | New |
| Tucker Asset Management LLC | 29 | $3.26K | 0.00% | +29 | New |
| Schubert & Co | 33 | $3.71K | 0.00% | +1+3.1% | Added |
| Steward Financial Group LLC | 42 | $4.00K | 0.00% | +24+133.3% | Added |
| Legend Financial Advisors, Inc. | 38 | $4.27K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 40 | $4.50K | 0.00% | −53−57.0% | Reduced |
| Magnolia Capital Management Ltd | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 45 | $5.06K | 0.00% | +45 | New |
| Bell Investment Advisors, Inc | 45 | $5.06K | 0.00% | +4+9.8% | Added |
| Red Tortoise LLC | 46 | $5.17K | 0.00% | +33+253.8% | Added |
| FinTrust Capital Advisors, LLC | 47 | $5.27K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 48 | $5.39K | 0.00% | +48 | New |
| West Paces Advisors Inc. | 49 | $5.51K | 0.00% | +49 | New |
| Atticus Wealth Management, LLC | 50 | $5.62K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $5.62K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 50 | $5.62K | 0.00% | +18+56.3% | Added |
| Financial Management Professionals, Inc. | 52 | $6.00K | 0.00% | +25+92.6% | Added |
| EverSource Wealth Advisors, LLC | 54 | $6.07K | 0.00% | +4+8.0% | Added |
| JJJ Advisors Inc. | 54 | $6.11K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 55 | $6.18K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 61 | $6.89K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 64 | $7.00K | 0.00% | −62−49.2% | Reduced |
| JFS Wealth Advisors, LLC | 66 | $7.42K | 0.00% | −11−14.3% | Reduced |
| SRS Capital Advisors, Inc. | 67 | $7.58K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 70 | $7.87K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 75 | $8.43K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $8.99K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 83 | $9.33K | 0.00% | −15−15.3% | Reduced |
| Harbor Investment Advisory, LLC | 86 | $9.66K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 87 | $9.78K | 0.00% | +87 | New |
| Coston, McIsaac & Partners | 95 | $10.0K | 0.00% | +1+1.1% | Added |
| Beacon Capital Management, LLC | 90 | $10.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 91 | $10.2K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 92 | $10.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 99 | $11.1K | 0.00% | +35+54.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $11.2K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 115 | $12.9K | 0.00% | −1−0.9% | Reduced |
| Roble, Belko & Company, Inc | 120 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $13.8K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 130 | $14.6K | 0.01% | +1+0.8% | Added |
| Proequities, Inc. | 130 | $14.6K | 0.00% | +75+136.4% | Added |
| Glassman Wealth Services | 135 | $15.2K | 0.00% | +16+13.4% | Added |
| Hanson & Doremus Investment Management | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 166 | $18.7K | 0.01% | +166 | New |
| Parkside Financial Bank & Trust | 168 | $18.9K | 0.01% | +11+7.0% | Added |
| American National Bank | 179 | $20.1K | 0.00% | +179 | New |
| Hollencrest Capital Management | 183 | $20.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 186 | $20.9K | 0.00% | +2+1.1% | Added |
| Zions Bancorporation, N.A. | 188 | $21.1K | 0.00% | −10−5.1% | Reduced |
| TD Private Client Wealth LLC | 190 | $21.3K | 0.00% | +74+63.8% | Added |
| Versant Capital Management, Inc | 191 | $21.5K | 0.01% | −2−1.0% | Reduced |
| PSI Advisors, LLC | 191 | $21.5K | 0.01% | −400−67.7% | Reduced |
| Colonial Trust Co | 200 | $22.5K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 200 | $22.5K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 201 | $23.0K | 0.00% | −244−54.8% | Reduced |
| Pin Oak Investment Advisors Inc | 210 | $24.0K | 0.03% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 215 | $24.2K | 0.01% | −1−0.5% | Reduced |
| First Manhattan Co | 216 | $24.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 249 | $28.0K | 0.00% | −44−15.0% | Reduced |
| First Horizon Advisors, Inc. | 267 | $30.0K | 0.00% | +7+2.7% | Added |
| Global Retirement Partners, LLC | 272 | $30.7K | 0.00% | −71−20.7% | Reduced |
| Clear Street Markets LLC | 280 | $31.0K | 0.01% | −2,534−90.0% | Reduced |
| Baystate Wealth Management LLC | 279 | $31.4K | 0.00% | +2+0.7% | Added |
| Creative Financial Designs Inc | 284 | $31.9K | 0.00% | +72+34.0% | Added |
| Westside Investment Management, Inc. | 300 | $33.7K | 0.01% | 00.0% | Unchanged |
| Ossiam | 321 | $36.1K | 0.00% | −5,373−94.4% | Reduced |
| Ameritas Advisory Services, LLC | 322 | $36.7K | 0.00% | +322 | New |
| Front Row Advisors LLC | 336 | $38.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 356 | $40.0K | 0.01% | +35+10.9% | Added |
| Ellevest, Inc. | 362 | $40.7K | 0.00% | −7,821−95.6% | Reduced |
| Cohen & Steers, Inc. | 361 | $41.0K | 0.00% | −570,746−99.9% | Reduced |