| Psagot Value Holdings Ltd. / (Israel) | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| Tarbox Family Office, Inc. | 6 | $1.00K | 0.00% | −74−92.5% | Reduced |
| Prestige Wealth Management Group LLC | 9 | $1.00K | 0.00% | −25−73.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 22 | $2.00K | 0.00% | +22 | New |
| Concord Wealth Partners | 18 | $2.00K | 0.00% | +18 | New |
| Raleigh Capital Management Inc. | 18 | $2.00K | 0.00% | +18 | New |
| Atlas Capital Advisors LLC | 25 | $2.58K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 27 | $2.78K | 0.00% | +6+28.6% | Added |
| Dravo Bay LLC | 28 | $2.89K | 0.00% | +28 | New |
| Core Alternative Capital | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 25 | $3.00K | 0.00% | +25 | New |
| Geneos Wealth Management Inc. | 45 | $4.00K | 0.00% | −1,048−95.9% | Reduced |
| Sound Income Strategies, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 42 | $4.00K | 0.00% | +10+31.3% | Added |
| CIBC Private Wealth Group, LLC | 41 | $4.00K | 0.00% | +41 | New |
| Disciplined Investments, LLC | 34 | $4.00K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 43 | $4.43K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 51 | $5.00K | 0.00% | +43+537.5% | Added |
| Lindbrook Capital, LLC | 49 | $5.00K | 0.00% | +29+145.0% | Added |
| Ahrens Investment Partners LLC | 50 | $5.00K | 0.00% | +50 | New |
| Anchor Investment Management, LLC | 50 | $5.15K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 56 | $6.00K | 0.00% | −1−1.8% | Reduced |
| GW&K Investment Management, LLC | 54 | $6.00K | 0.00% | +54 | New |
| Altshuler Shaham Ltd | 59 | $6.00K | 0.00% | +59 | New |
| Professional Financial Advisors, LLC | 60 | $6.00K | 0.00% | +60 | New |
| Newbridge Financial Services Group, Inc. | 60 | $6.00K | 0.00% | +60 | New |
| Patriot Financial Group Insurance Agency, LLC | 71 | $7.00K | 0.00% | −250−77.9% | Reduced |
| Private Capital Group, LLC | 65 | $7.00K | 0.00% | +15+30.0% | Added |
| Blue Bell Private Wealth Management, LLC | 65 | $7.00K | 0.00% | +25+62.5% | Added |
| Cordant, Inc. | 68 | $7.00K | 0.00% | +68 | New |
| TCWP LLC | 70 | $7.00K | 0.00% | +70 | New |
| Core Wealth Advisors, Inc. | 75 | $8.00K | 0.00% | −75−50.0% | Reduced |
| Zions Bancorporation, N.A. | 76 | $8.00K | 0.00% | +13+20.6% | Added |
| EverSource Wealth Advisors, LLC | 84 | $9.00K | 0.00% | +56+200.0% | Added |
| First Horizon Advisors, Inc. | 103 | $10.0K | 0.00% | −1,967−95.0% | Reduced |
| Clearstead Advisors, LLC | 95 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 103 | $10.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $10.0K | 0.00% | +100 | New |
| Covington Capital Management | 100 | $10.0K | 0.00% | +100 | New |
| Johnson Midwest Financial, LLC | 110 | $11.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 106 | $11.0K | 0.00% | +11+11.6% | Added |
| Fortitude Advisory Group L.L.C. | 117 | $12.0K | 0.01% | −57−32.8% | Reduced |
| Farmers & Merchants Investments Inc | 114 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 113 | $12.0K | 0.00% | +113 | New |
| Arlington Partners LLC | 129 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 134 | $14.0K | 0.00% | +82+157.7% | Added |
| Sugarloaf Wealth Management, LLC | 159 | $16.0K | 0.00% | −154−49.2% | Reduced |
| CVA Family Office, LLC | 160 | $16.0K | 0.00% | +50+45.5% | Added |
| Baystate Wealth Management LLC | 173 | $18.0K | 0.00% | +93+116.3% | Added |
| Allworth Financial LP | 180 | $19.0K | 0.00% | +174+2,900.0% | Added |
| Curi Capital | 200 | $20.0K | 0.00% | +200 | New |
| PSI Advisors, LLC | 202 | $21.0K | 0.01% | +1+0.5% | Added |
| Godsey & Gibb Associates | 200 | $21.0K | 0.01% | +200 | New |
| Riverview Trust Co | 211 | $22.0K | 0.02% | +211 | New |
| Montag A & Associates Inc | 219 | $23.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 230 | $24.0K | 0.01% | −80−25.8% | Reduced |
| Hanson & Doremus Investment Management | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 250 | $26.0K | 0.02% | +250 | New |
| Massmutual Trust Co FSB | 286 | $29.0K | 0.00% | +7+2.5% | Added |
| Motco | 290 | $30.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 303 | $31.0K | 0.01% | +35+13.1% | Added |
| Jones Financial Companies LLLP | 301 | $31.0K | 0.00% | +42+16.2% | Added |
| Spire Wealth Management | 210 | $32.0K | 0.00% | −740−77.9% | Reduced |
| Quadrant Capital Group LLC | 315 | $32.0K | 0.00% | +3+1.0% | Added |
| Creative Financial Designs Inc | 317 | $33.0K | 0.01% | −523−62.3% | Reduced |
| Desjardins Global Asset Management Inc. | 331 | $34.0K | 0.00% | +97+41.5% | Added |
| Whittier Trust Co | 346 | $36.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 362 | $38.0K | 0.01% | +84+30.2% | Added |
| Larson Financial Group LLC | 375 | $39.0K | 0.01% | +2+0.5% | Added |
| Lloyd Advisory Services, LLC. | 388 | $40.0K | 0.02% | −56−12.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 385 | $40.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 416 | $42.0K | 0.00% | +416 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 440 | $45.0K | 0.04% | −640−59.3% | Reduced |
| Goldstream Capital Management Ltd | 486 | $50.0K | 0.01% | +486 | New |
| Valley National Advisers Inc | 500 | $52.0K | 0.01% | 00.0% | Unchanged |
| S.A. Mason LLC | 500 | $52.0K | 0.03% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 500 | $52.0K | 0.05% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 500 | $52.0K | 0.00% | +500 | New |
| Jackson, Grant Investment Advisers, Inc. | 517 | $53.0K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 528 | $54.0K | 0.00% | +130+32.7% | Added |
| Front Row Advisors LLC | 533 | $55.0K | 0.02% | −25−4.5% | Reduced |
| North Star Investment Management Corp. | 600 | $62.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 666 | $68.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 688 | $71.0K | 0.00% | −48−6.5% | Reduced |
| AdvisorNet Financial, Inc | 717 | $74.0K | 0.00% | +224+45.4% | Added |
| Key Financial Inc | 773 | $80.0K | 0.04% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 795 | $81.9K | 0.00% | +80+11.2% | Added |
| Compagnie Lombard Odier SCmA | 800 | $82.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 800 | $82.4K | 0.01% | −515−39.2% | Reduced |
| Bedel Financial Consulting, Inc. | 820 | $85.0K | 0.03% | −19−2.3% | Reduced |
| SJS Investment Consulting Inc. | 834 | $86.0K | 0.03% | +834 | New |
