| SOA Wealth Advisors, LLC. | 3 | $0 | 0.00% | −2−40.0% | Reduced |
| WestEnd Advisors, LLC | – | $271 | 0.00% | – | New |
| Bartlett & Co. Wealth Management LLC | 8 | $723 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 17 | $2.00K | 0.00% | −1,932−99.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 31 | $2.00K | 0.00% | +20+181.8% | Added |
| Lee Financial Co | 23 | $2.00K | 0.00% | +23 | New |
| Institutional & Family Asset Management, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $4.00K | 0.00% | +50 | New |
| First Horizon Corp | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 57 | $5.00K | 0.00% | +57 | New |
| West Paces Advisors Inc. | 65 | $5.87K | 0.00% | +20+44.4% | Added |
| Systematic Alpha Investments, LLC | 61 | $6.00K | 0.00% | −6,439−99.1% | Reduced |
| Evoke Wealth, LLC | 63 | $6.00K | 0.00% | −4−6.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 69 | $6.00K | 0.00% | +26+60.5% | Added |
| MV Capital Management, Inc. | 65 | $6.00K | 0.00% | +56+622.2% | Added |
| Gemmer Asset Management LLC | 68 | $6.00K | 0.00% | +68 | New |
| Raffa Wealth Management, LLC | 88 | $7.95K | 0.00% | −3−3.3% | Reduced |
| Massmutual Trust Co FSB | 85 | $8.00K | 0.00% | +51+150.0% | Added |
| Gradient Investments LLC | 95 | $9.00K | 0.00% | −13−12.0% | Reduced |
| Clearview Wealth Advisors LLC | 103 | $9.00K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 105 | $9.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 102 | $9.00K | 0.01% | +102 | New |
| Caldwell Trust Co | 100 | $9.04K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 112 | $10.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 103 | $10.0K | 0.01% | +103 | New |
| Evolution Wealth Advisors, LLC | 118 | $11.0K | 0.00% | +42+55.3% | Added |
| Clearstead Advisors, LLC | 123 | $11.0K | 0.00% | +123 | New |
| Anfield Capital Management, LLC | 124 | $11.0K | 0.00% | +124 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 132 | $12.0K | 0.00% | +132 | New |
| Counterpoint Mutual Funds LLC | 147 | $13.0K | 0.01% | +147 | New |
| Pinnacle Holdings, LLC | 150 | $13.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 159 | $14.0K | 0.00% | −566−78.1% | Reduced |
| Ellis Investment Partners, LLC | 165 | $14.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 169 | $15.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 179 | $16.0K | 0.00% | −62−25.7% | Reduced |
| TCI Wealth Advisors, Inc. | 182 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 175 | $16.0K | 0.01% | +175 | New |
| Adirondack Trust Co | 190 | $17.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 188 | $17.0K | 0.00% | +1+0.5% | Added |
| TD Capital Management LLC | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 203 | $18.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 197 | $18.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 207 | $18.0K | 0.01% | +207 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $18.1K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 211 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 225 | $20.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 218 | $20.0K | 0.00% | +218 | New |
| Loomis Sayles & Co L P | 260 | $23.0K | 0.00% | −18,062−98.6% | Reduced |
| Aptus Capital Advisors, LLC | 270 | $24.0K | 0.00% | +270 | New |
| Pinnacle Bancorp, Inc. | 281 | $25.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 290 | $26.0K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 284 | $26.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 300 | $27.0K | 0.01% | −13−4.2% | Reduced |
| D'Orazio & Associates, Inc. | 300 | $27.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 298 | $27.0K | 0.02% | 00.0% | Unchanged |
| Exos Asset Management LLC | 315 | $28.0K | 0.01% | +315 | New |
| Lindbrook Capital, LLC | 350 | $32.0K | 0.01% | +42+13.6% | Added |
| Geneos Wealth Management Inc. | 367 | $33.0K | 0.00% | −209−36.3% | Reduced |
| Versant Capital Management, Inc | 370 | $33.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 386 | $35.0K | 0.01% | +5+1.3% | Added |
| Burleson & Company, LLC | 400 | $36.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 428 | $39.0K | 0.00% | −200−31.8% | Reduced |
| Financial Management Professionals, Inc. | 449 | $41.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 464 | $41.9K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 497 | $45.0K | 0.01% | −50−9.1% | Reduced |
| Rocky Mountain Advisers, LLC | 500 | $45.0K | 0.06% | 00.0% | Unchanged |
| Bray Capital Advisors | 495 | $45.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 525 | $47.0K | 0.02% | −3−0.6% | Reduced |
| TD Private Client Wealth LLC | 588 | $53.1K | 0.00% | +79+15.5% | Added |
| AllSquare Wealth Management LLC | 593 | $54.0K | 0.03% | −19−3.1% | Reduced |
| Glen Eagle Advisors, LLC | 600 | $54.2K | 0.02% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 626 | $57.0K | 0.00% | +308+96.9% | Added |
| Front Row Advisors LLC | 633 | $59.0K | 0.02% | −22−3.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 650 | $59.0K | 0.01% | +650 | New |
| Cranbrook Wealth Management, LLC | 690 | $62.0K | 0.01% | −16−2.3% | Reduced |
| Focused Wealth Management, Inc | 700 | $63.0K | 0.01% | +700 | New |
| Harvest Fund Management Co., Ltd | 712 | $66.0K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 767 | $69.0K | 0.01% | −170−18.1% | Reduced |
| Wealth Quarterback LLC | 775 | $71.0K | 0.04% | +775 | New |
| Patriot Financial Group Insurance Agency, LLC | 809 | $73.0K | 0.01% | +25+3.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 838 | $75.0K | 0.01% | +838 | New |
| Arkadios Wealth Advisors | 876 | $79.0K | 0.01% | +18+2.1% | Added |
| Annapolis Financial Services, LLC | 900 | $81.0K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 913 | $83.0K | 0.00% | +513+128.3% | Added |
| Parkside Financial Bank & Trust | 936 | $85.0K | 0.02% | +10+1.1% | Added |
| Liberty Wealth Management LLC | 951 | $86.0K | 0.03% | −112−10.5% | Reduced |