| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 17,369 | $0 | 0.00% | +17,369 | New |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| James Investment Research Inc | 11 | $1.00K | 0.00% | −525−97.9% | Reduced |
| SRS Capital Advisors, Inc. | 9 | $1.00K | 0.00% | −21−70.0% | Reduced |
| Core Alternative Capital | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6 | $1.00K | 0.04% | +6 | New |
| Global Financial Private Client, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 16 | $2.00K | 0.00% | +16 | New |
| Pinnacle Financial Partners Inc | 19 | $2.00K | 0.00% | +19 | New |
| Massmutual Trust Co FSB | 27 | $3.00K | 0.00% | −10−27.0% | Reduced |
| TCI Wealth Advisors, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $3.00K | 0.00% | +3+13.6% | Added |
| Professional Financial Advisors, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 27 | $3.00K | 0.00% | +9+50.0% | Added |
| CIBC Private Wealth Group, LLC | 23 | $3.00K | 0.00% | +23 | New |
| Glen Eagle Advisors, LLC | 27 | $3.03K | 0.00% | 00.0% | Unchanged |
| De Burlo Group Inc | 33 | $3.70K | 0.00% | +33 | New |
| Assetmark, Inc | 32 | $4.00K | 0.00% | −247−88.5% | Reduced |
| Manchester Capital Management LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 39 | $4.00K | 0.00% | +39 | New |
| Cordant, Inc. | 39 | $4.00K | 0.00% | +39 | New |
| Sutton Wealth Advisors Inc. | 43 | $4.82K | 0.00% | +8+22.9% | Added |
| Raffa Wealth Management, LLC | 44 | $4.93K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 43 | $5.00K | 0.00% | −64−59.8% | Reduced |
| Westside Investment Management, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 49 | $6.00K | 0.00% | +12+32.4% | Added |
| Clear Street Markets LLC | 53 | $6.00K | 0.00% | +53 | New |
| Brown, Lisle/Cummings, Inc. | 60 | $6.72K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| SWS Partners | 64 | $7.00K | 0.00% | +64 | New |
| Lenox Wealth Advisors, LLC | 77 | $8.00K | 0.00% | −26−25.2% | Reduced |
| Charter Oak Capital Management, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $8.00K | 0.00% | +41+136.7% | Added |
| Gables Capital Management Inc. | 89 | $10.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 85 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 95 | $11.0K | 0.00% | −149−61.1% | Reduced |
| TSFG, LLC | 100 | $11.0K | 0.00% | −22−18.0% | Reduced |
| North Star Investment Management Corp. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 102 | $11.0K | 0.00% | +5+5.2% | Added |
| MBM Wealth Consultants, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 95 | $11.0K | 0.00% | +11+13.1% | Added |
| NuWave Investment Management, LLC | 102 | $11.0K | 0.01% | +102 | New |
| TCWP LLC | 105 | $11.0K | 0.00% | +105 | New |
| Siena Capital LLC | 100 | $11.0K | 0.01% | +100 | New |
| Cambridge Trust Co | 106 | $12.0K | 0.00% | −96−47.5% | Reduced |
| BerganKDV Wealth Management, LLC | 106 | $12.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 107 | $12.0K | 0.00% | +107 | New |
| Stephens Consulting, LLC | 115 | $12.9K | 0.01% | 00.0% | Unchanged |
| American National Bank | 113 | $13.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 115 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 118 | $13.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 132 | $14.0K | 0.00% | −108−45.0% | Reduced |
| West Oak Capital, LLC | 135 | $15.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 136 | $15.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 132 | $15.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 133 | $15.0K | 0.01% | +133 | New |
| Kistler-Tiffany Companies, LLC | 142 | $16.0K | 0.00% | −799−84.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 140 | $16.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 154 | $17.0K | 0.00% | −12−7.2% | Reduced |
| Optimum Investment Advisors | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 152 | $17.0K | 0.00% | +22+16.9% | Added |
| Certified Advisory Corp | 148 | $17.0K | 0.00% | +148 | New |
| West Paces Advisors Inc. | 152 | $17.0K | 0.01% | +152 | New |
| Jackson, Grant Investment Advisers, Inc. | 160 | $18.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 160 | $18.0K | 0.00% | +160 | New |
| Fortitude Advisory Group L.L.C. | 184 | $21.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 191 | $21.0K | 0.00% | +10+5.5% | Added |
| Quent Capital, LLC | 194 | $22.0K | 0.00% | −1,500−88.5% | Reduced |
| Hanson & Doremus Investment Management | 200 | $22.0K | 0.00% | −22−9.9% | Reduced |
| West Bancorporation Inc | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 197 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 200 | $22.0K | 0.03% | +200 | New |
| Johnson Financial Group, Inc. | 204 | $23.0K | 0.00% | −517−71.7% | Reduced |
| MUFG Americas Holdings Corp | 206 | $23.0K | 0.00% | −29−12.3% | Reduced |
| Front Row Advisors LLC | 207 | $23.0K | 0.01% | −4−1.9% | Reduced |