| Lazard Asset Management LLC | 7 | $0 | 0.00% | −2,626−99.7% | Reduced |
| Summit Wealth Group, LLC | 16,334 | $0 | 0.00% | +16,334 | New |
| Pacific Center for Financial Services | 0 | $12 | 0.00% | 0 | New |
| Hallmark Capital Management Inc | 1 | $54 | 0.00% | −53−98.1% | Reduced |
| True Wealth Design, LLC | 3 | $327 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 109 | $396 | 0.02% | +7+6.9% | Added |
| Toth Financial Advisory Corp | 4 | $436 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $544 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $545 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $545 | 0.00% | +5 | New |
| Key Financial Inc | 6 | $653 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $654 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 8 | $871 | 0.00% | +8 | New |
| Bartlett & Co. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Column Capital Advisors, LLC | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $1.52K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $1.74K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $1.80K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 17 | $1.85K | 0.00% | +17 | New |
| Washington Trust Advisors, Inc. | 17 | $1.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.96K | 0.00% | −2−10.0% | Reduced |
| Abound Wealth Management | 18 | $1.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $2.07K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $2.18K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 21 | $2.29K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 24 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $2.72K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 25 | $2.72K | 0.00% | +13+108.3% | Added |
| Stonebridge Capital Advisors LLC | 27 | $2.94K | 0.00% | +27 | Added |
| Cowen Prime Advisors LLC | 30 | $3.00K | 0.00% | +30 | New |
| Red Tortoise LLC | 28 | $3.05K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 30 | $3.27K | 0.00% | +30 | New |
| Schubert & Co | 32 | $3.48K | 0.00% | 00.0% | Unchanged |
| American National Bank | 34 | $3.70K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 35 | $3.81K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 38 | $4.14K | 0.00% | +38 | New |
| AllSquare Wealth Management LLC | 39 | $4.25K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 40 | $4.36K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 43 | $4.68K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 43 | $4.68K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 45 | $4.90K | 0.00% | −212−82.5% | Reduced |
| Bell Investment Advisors, Inc | 47 | $5.12K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $5.55K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 55 | $5.99K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 55 | $6.00K | 0.00% | +55 | New |
| Baker Avenue Asset Management, LP | 61 | $6.64K | 0.00% | +4+7.0% | Added |
| Globeflex Capital L P | 62 | $6.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 75 | $8.00K | 0.00% | +24+47.1% | Added |
| DT Investment Partners, LLC | 80 | $8.37K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $8.71K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 80 | $8.71K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 84 | $8.89K | 0.00% | +84 | New |
| Asset Dedication, LLC | 80 | $9.00K | 0.00% | −1−1.2% | Reduced |
| JFS Wealth Advisors, LLC | 89 | $9.69K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 91 | $9.91K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 96 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 106 | $11.5K | 0.00% | +2+1.9% | Added |
| Colonial Trust Advisors | 108 | $11.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 108 | $11.8K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 108 | $11.8K | 0.00% | −135−55.6% | Reduced |
| Distillate Capital Partners LLC | 110 | $12.0K | 3.26% | +6+5.8% | Added |
| Plante Moran Financial Advisors, LLC | 111 | $12.1K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 111 | $12.1K | 0.01% | +111 | New |
| State of Wyoming | 116 | $12.6K | 0.00% | −708−85.9% | Reduced |
| FinTrust Capital Advisors, LLC | 132 | $13.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 125 | $13.6K | 0.00% | −5−3.8% | Reduced |
| HHM Wealth Advisors, LLC | 129 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 131 | $14.3K | 0.00% | +131 | New |
| Zions Bancorporation, N.A. | 132 | $14.4K | 0.00% | −14−9.6% | Reduced |
| Essex Investment Management Co LLC | 135 | $14.7K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 138 | $15.0K | 0.00% | +126+1,050.0% | Added |
| Acima Private Wealth, LLC | 140 | $15.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 140 | $15.2K | 0.00% | +140 | New |
| Worth Asset Management, LLC | 147 | $16.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 153 | $16.7K | 0.00% | +50+48.5% | Added |
| Old Second National Bank of Aurora | 157 | $17.1K | 0.00% | −89−36.2% | Reduced |
| Financial Perspectives, Inc | 164 | $17.9K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 170 | $18.5K | 0.00% | +135+385.7% | Added |
| Arlington Partners LLC | 175 | $19.1K | 0.00% | +175 | New |
| TCI Wealth Advisors, Inc. | 178 | $19.4K | 0.00% | −14−7.3% | Reduced |
| Sunbelt Securities, Inc. | 188 | $20.0K | 0.00% | +188 | New |
| Twin Lakes Capital Management, LLC | 187 | $20.4K | 0.02% | +1+0.5% | Added |
| Baystate Wealth Management LLC | 189 | $20.6K | 0.00% | +1+0.5% | Added |
| Clear Street Markets LLC | 194 | $21.0K | 0.01% | +94+94.0% | Added |
| Hall Laurie J Trustee | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $22.0K | 0.00% | +200 | New |
| Umb Bank N A | 212 | $23.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 225 | $24.5K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 231 | $25.2K | 0.00% | +231 | New |
| Versant Capital Management, Inc | 234 | $25.5K | 0.01% | +200+588.2% | Added |
| Pittenger & Anderson Inc | 242 | $26.4K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 245 | $26.7K | 0.00% | +245 | New |