| Silicon Valley Capital Partners | 0 | $3 | 0.00% | 0 | New |
| Motco | 1 | $58 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $292 | 0.00% | +5 | New |
| Fairfield, Bush & Co. | 6 | $353 | 0.00% | +6 | New |
| ORG Partners LLC | 6 | $356 | 0.00% | +6 | New |
| MCF Advisors LLC | 15 | $874 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $990 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $990 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Safeguard Financial, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 18 | $1.05K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $1.14K | 0.00% | +1+5.3% | Added |
| Manchester Capital Management LLC | 22 | $1.28K | 0.00% | −74−77.1% | Reduced |
| TFC Financial Management | 26 | $1.52K | 0.00% | +8+44.4% | Added |
| Bollard Group LLC | 40 | $2.00K | 0.00% | +40 | New |
| Logan Capital Management Inc | 40 | $2.33K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 41 | $2.39K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 42 | $2.44K | 0.00% | −27−39.1% | Reduced |
| Disciplined Investments, LLC | 42 | $2.44K | 0.00% | +15+55.6% | Added |
| Concord Wealth Partners | 44 | $2.56K | 0.00% | +44 | New |
| Moisand Fitzgerald Tamayo, LLC | 44 | $2.56K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 47 | $2.74K | 0.00% | −6−11.3% | Reduced |
| Red Tortoise LLC | 47 | $2.74K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 50 | $2.91K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $3.09K | 0.00% | +4+8.2% | Added |
| Harbor Investment Advisory, LLC | 64 | $3.73K | 0.00% | +2+3.2% | Added |
| Pin Oak Investment Advisors Inc | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kames Capital plc | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 70 | $4.07K | 0.00% | +70 | New |
| Oliver Lagore Vanvalin Investment Group | 70 | $4.08K | 0.00% | −154−68.8% | Reduced |
| Rosenberg Matthew Hamilton | 73 | $4.22K | 0.00% | −700−90.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 74 | $4.31K | 0.00% | +74 | New |
| Barrett & Company, Inc. | 75 | $4.37K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 75 | $4.37K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 81 | $4.71K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 85 | $4.95K | 0.00% | +4+4.9% | Added |
| Tortoise Investment Management, LLC | 98 | $5.71K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $5.82K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 109 | $6.37K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 112 | $6.52K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 112 | $6.52K | 0.00% | +54+93.1% | Added |
| Park Place Capital Corp | 114 | $6.64K | 0.00% | +114 | New |
| Institutional & Family Asset Management, LLC | 116 | $6.75K | 0.00% | −11−8.7% | Reduced |
| Trust Co of Vermont | 120 | $6.99K | 0.00% | −150−55.6% | Reduced |
| TSFG, LLC | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 124 | $7.00K | 0.00% | +65+110.2% | Added |
| Core Alternative Capital | 136 | $7.93K | 0.00% | +12+9.7% | Added |
| Hazlett, Burt & Watson, Inc. | 140 | $8.00K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 142 | $8.00K | 0.00% | +108+317.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 144 | $8.38K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 152 | $8.85K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 176 | $10.2K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 186 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 190 | $11.1K | 0.00% | +16+9.2% | Added |
| Baker Avenue Asset Management, LP | 199 | $11.6K | 0.00% | −8−3.9% | Reduced |
| GWM Advisors LLC | 199 | $11.6K | 0.00% | +191+2,387.5% | Added |
| North Star Investment Management Corp. | 205 | $11.9K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 205 | $11.9K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 207 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $12.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 212 | $12.3K | 0.00% | −11−4.9% | Reduced |
| EverSource Wealth Advisors, LLC | 214 | $12.5K | 0.00% | +15+7.5% | Added |
| Lowe Wealth Advisors, LLC | 220 | $12.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 221 | $12.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 227 | $13.2K | 0.00% | −10−4.2% | Reduced |
| MV Capital Management, Inc. | 227 | $13.2K | 0.00% | +32+16.4% | Added |
| Farther Finance Advisors, LLC | 250 | $14.6K | 0.00% | +73+41.2% | Added |
| Riverview Trust Co | 252 | $14.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 265 | $15.4K | 0.00% | +204+334.4% | Added |
| HHM Wealth Advisors, LLC | 282 | $16.4K | 0.00% | +282 | New |
| Rocky Mountain Advisers, LLC | 300 | $16.5K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 288 | $16.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 300 | $17.5K | 0.01% | +1+0.3% | Added |
| Deseret Mutual Benefit Administrators | 317 | $18.5K | 0.01% | +209+193.5% | Added |
| Buck Wealth Strategies, LLC | 332 | $19.3K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 332 | $19.4K | 0.01% | 00.0% | Unchanged |
| City State Bank | 340 | $20.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 350 | $20.4K | 0.02% | −100−22.2% | Reduced |
| Fiduciary Alliance LLC | 360 | $21.0K | 0.00% | +360 | New |
| Asset Dedication, LLC | 400 | $23.0K | 0.00% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 399 | $23.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 402 | $23.4K | 0.01% | +128+46.7% | Added |
| Clear Street Markets LLC | 412 | $24.0K | 0.01% | −204−33.1% | Reduced |
| Itau Unibanco Holding S.A. | 422 | $24.6K | 0.00% | −208−33.0% | Reduced |
| BerganKDV Wealth Management, LLC | 425 | $24.7K | 0.00% | −60−12.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 444 | $25.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 448 | $26.1K | 0.02% | +366+446.3% | Added |
| Harbour Investments, Inc. | 449 | $26.1K | 0.00% | −111−19.8% | Reduced |
| West Financial Advisors, LLC | 488 | $28.4K | 0.01% | +488 | New |
| Tyler-Stone Wealth Management | 500 | $29.0K | 0.02% | +500 | New |
| Covestor Ltd | 534 | $31.0K | 0.02% | +242+82.9% | Added |
| Glassman Wealth Services | 540 | $31.4K | 0.01% | +20+3.8% | Added |
| Resurgent Financial Advisors LLC | 562 | $32.7K | 0.02% | +3+0.5% | Added |
| Massmutual Trust Co FSB | 575 | $33.5K | 0.00% | +194+50.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 614 | $35.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 660 | $38.4K | 0.01% | +15+2.3% | Added |
| First Eagle Investment Management, LLC | 665 | $38.7K | 0.00% | +12+1.8% | Added |
| First Horizon Advisors, Inc. | 672 | $39.1K | 0.00% | −227−25.3% | Reduced |