| SOA Wealth Advisors, LLC. | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $0 | 0.00% | +2 | New |
| Cetera Investment Advisers | 8,018 | $1.00K | 0.00% | +4,261+113.4% | Added |
| Cetera Advisors LLC | 6,626 | $1.00K | 0.00% | +3,119+88.9% | Added |
| KB Financial Partners, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| FinTrust Capital Advisors, LLC | 11 | $2.00K | 0.00% | −61−84.7% | Reduced |
| Ellevest, Inc. | 13 | $2.00K | 0.00% | −7−35.0% | Reduced |
| Zullo Investment Group, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 11 | $2.00K | 0.00% | +11 | New |
| Versant Capital Management, Inc | 11 | $2.00K | 0.00% | +11 | New |
| Standard Family Office LLC | 9 | $2.00K | 0.00% | +9 | New |
| Morton Brown Family Wealth, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Abound Wealth Management | 15 | $2.77K | 0.00% | +15 | New |
| Washington Trust Advisors, Inc. | 18 | $3.00K | 0.00% | +1+5.9% | Added |
| Capital Advisors, Ltd. LLC | 16 | $3.00K | 0.00% | +16 | New |
| Global Retirement Partners, LLC | 20 | $4.00K | 0.00% | −29−59.2% | Reduced |
| Hanson & Doremus Investment Management | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 22 | $4.00K | 0.00% | +20+1,000.0% | Added |
| Financial Management Professionals, Inc. | 27 | $5.00K | 0.00% | +1+3.8% | Added |
| Delos Wealth Advisors, LLC | 28 | $5.00K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 28 | $5.00K | 0.00% | +11+64.7% | Added |
| Raffa Wealth Management, LLC | 29 | $5.34K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 29 | $5.34K | 0.00% | +2+7.4% | Added |
| TCI Wealth Advisors, Inc. | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $7.00K | 0.00% | +9+31.0% | Added |
| New Millennium Group LLC | 43 | $8.00K | 0.01% | 00.0% | Unchanged |
| American National Bank | 45 | $8.00K | 0.00% | +10+28.6% | Added |
| Proequities, Inc. | 43 | $8.00K | 0.00% | +11+34.4% | Added |
| MV Capital Management, Inc. | 45 | $8.00K | 0.00% | +31+221.4% | Added |
| Trustcore Financial Services, LLC | 46 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $9.00K | 0.00% | +28+127.3% | Added |
| Pinnacle Financial Partners Inc | 50 | $9.00K | 0.00% | +50 | New |
| Smithfield Trust Co | 52 | $10.0K | 0.00% | −8−13.3% | Reduced |
| Centerpoint Advisors, LLC | 56 | $10.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 56 | $10.0K | 0.00% | +56 | New |
| Institutional & Family Asset Management, LLC | 63 | $12.0K | 0.00% | +3+5.0% | Added |
| Riverview Trust Co | 65 | $12.0K | 0.01% | +65 | New |
| Global Financial Private Client, LLC | 65 | $12.1K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $13.0K | 0.00% | −5−6.6% | Reduced |
| Crewe Advisors LLC | 73 | $13.0K | 0.00% | +4+5.8% | Added |
| Loomis Sayles & Co L P | 71 | $13.0K | 0.00% | +71 | New |
| HHM Wealth Advisors, LLC | 68 | $13.0K | 0.00% | +68 | New |
| Zions Bancorporation, N.A. | 85 | $16.0K | 0.00% | −12−12.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 87 | $16.0K | 0.00% | −8−8.4% | Reduced |
| Montag A & Associates Inc | 87 | $16.0K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 88 | $16.2K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 96 | $18.0K | 0.01% | +60+166.7% | Added |
| JFS Wealth Advisors, LLC | 103 | $19.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 109 | $20.0K | 0.00% | +1+0.9% | Added |
| State of Wyoming | 117 | $22.0K | 0.01% | −126−51.9% | Reduced |
| Massmutual Trust Co FSB | 120 | $22.0K | 0.00% | +37+44.6% | Added |
| Monetary Management Group Inc | 125 | $23.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 128 | $24.0K | 0.02% | +1+0.8% | Added |
| Glassman Wealth Services | 128 | $24.0K | 0.01% | +25+24.3% | Added |
| Benjamin Edwards Inc | 142 | $26.0K | 0.01% | −1,759−92.5% | Reduced |
| Old Second National Bank of Aurora | 140 | $26.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 144 | $27.0K | 0.01% | +72+100.0% | Added |
| Blume Capital Management, Inc. | 150 | $28.0K | 0.01% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 158 | $29.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 158 | $29.0K | 0.00% | +10+6.8% | Added |
| Pinebridge Investments, L.P. | 158 | $29.0K | 0.00% | +158 | New |
| Lindbrook Capital, LLC | 170 | $31.0K | 0.01% | −34−16.7% | Reduced |
| Spire Wealth Management | 205 | $38.0K | 0.00% | −124−37.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 205 | $38.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 243 | $38.0K | 0.00% | +83+51.9% | Added |
| Adirondack Retirement Specialists, Inc. | 209 | $38.0K | 0.04% | +209 | New |
| CVA Family Office, LLC | 215 | $40.0K | 0.01% | +200+1,333.3% | Added |
| Cambridge Trust Co | 220 | $41.0K | 0.00% | −3−1.3% | Reduced |
| Capital Analysts, LLC | 223 | $41.0K | 0.00% | +223 | New |
| Arlington Partners LLC | 227 | $42.0K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 234 | $43.0K | 0.01% | −16−6.4% | Reduced |
| TD Private Client Wealth LLC | 253 | $46.6K | 0.00% | +46+22.2% | Added |
| Covestor Ltd | 259 | $48.0K | 0.04% | −85−24.7% | Reduced |
| Pacer Advisors, Inc. | 285 | $52.0K | 0.00% | −38,110−99.3% | Reduced |
| Geneos Wealth Management Inc. | 304 | $55.0K | 0.00% | −27−8.2% | Reduced |
| Ronald Blue Trust, Inc. | 296 | $57.0K | 0.00% | +124+72.1% | Added |
| Money Concepts Capital Corp | 309 | $57.0K | 0.00% | +309 | New |
| Deseret Mutual Benefit Administrators | 337 | $62.0K | 0.02% | −78−18.8% | Reduced |
| Clear Street Markets LLC | 338 | $62.0K | 0.01% | +45+15.4% | Added |
| JJJ Advisors Inc. | 381 | $65.0K | 0.02% | +24+6.7% | Added |
| Muzinich & Co., Inc. | 354 | $65.0K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 375 | $69.0K | 0.01% | −1,900−83.5% | Reduced |
| Silvant Capital Management LLC | 375 | $70.0K | 0.00% | 00.0% | Unchanged |