| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | −722−99.0% | Reduced |
| Penserra Capital Management LLC | 4 | $0 | 0.00% | −16−80.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 10 | $0 | 0.00% | +10 | New |
| Baldrige Asset Management LLC | 8 | $0 | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $96 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $128 | 0.00% | −68−94.4% | Reduced |
| True Wealth Design, LLC | 5 | $160 | 0.00% | +2+66.7% | Added |
| Wolff Wiese Magana LLC | 5 | $160 | 0.00% | +5 | New |
| Core Alternative Capital | 8 | $255 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 11 | $351 | 0.00% | −19−63.3% | Reduced |
| Zions Bancorporation, N.A. | 17 | $542 | 0.00% | −14−45.2% | Reduced |
| BerganKDV Wealth Management, LLC | 23 | $734 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 26 | $830 | 0.00% | +26 | New |
| St. Johns Investment Management Company, LLC | 31 | $989 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $1.00K | 0.00% | −23−53.5% | Reduced |
| Pinnacle Bancorp, Inc. | 39 | $1.24K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 40 | $1.28K | 0.00% | +40 | New |
| CVA Family Office, LLC | 45 | $1.44K | 0.00% | −24−34.8% | Reduced |
| Toth Financial Advisory Corp | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $1.60K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 51 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $1.85K | 0.00% | +5+9.4% | Added |
| Disciplined Investments, LLC | 69 | $2.20K | 0.00% | −4−5.5% | Reduced |
| Sutton Wealth Advisors Inc. | 72 | $2.30K | 0.00% | +59+453.8% | Added |
| Jones Financial Companies LLLP | 77 | $2.46K | 0.00% | +77 | New |
| Abound Wealth Management | 82 | $2.62K | 0.00% | +18+28.1% | Added |
| Brown Brothers Harriman & Co | 92 | $2.94K | 0.00% | +92 | New |
| Kalos Management, Inc. | 92 | $2.94K | 0.01% | +92 | New |
| Centerpoint Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $3.19K | 0.00% | +65+185.7% | Added |
| MB, Levis & Associates, LLC | 100 | $3.19K | 0.00% | +100 | New |
| Hoey Investments, Inc | 106 | $3.38K | 0.00% | +106 | New |
| Bartlett & Co. Wealth Management LLC | 112 | $3.57K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 115 | $3.67K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 118 | $3.77K | 0.00% | +118 | New |
| Ameritas Advisory Services, LLC | 116 | $3.80K | 0.00% | +116 | New |
| Bartlett & Co. LLC | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 130 | $4.15K | 0.00% | +130 | New |
| Tucker Asset Management LLC | 150 | $4.79K | 0.00% | +150 | New |
| RFP Financial Group LLC | 155 | $4.95K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 168 | $5.36K | 0.00% | +79+88.8% | Added |
| Column Capital Advisors, LLC | 183 | $5.84K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 200 | $6.38K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 201 | $6.41K | 0.00% | +201 | New |
| Colonial Trust Co | 218 | $6.82K | 0.00% | +98+81.7% | Added |
| Schubert & Co | 237 | $7.56K | 0.01% | +106+80.9% | Added |
| TD Waterhouse Canada Inc. | 194 | $8.30K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 265 | $8.46K | 0.01% | −47−15.1% | Reduced |
| Systematic Financial Management LP | 275 | $8.78K | 0.00% | +75+37.5% | Added |
| Farmers & Merchants Investments Inc | 280 | $8.94K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 285 | $9.00K | 0.00% | +178+166.4% | Added |
| JJJ Advisors Inc. | 277 | $9.18K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $9.57K | 0.00% | +300 | New |
| Loomis Sayles & Co L P | 308 | $10.0K | 0.00% | −319,314−99.9% | Reduced |
| Peregrine Capital Management LLC | 330 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 362 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 370 | $11.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 373 | $11.9K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 375 | $12.0K | 0.00% | +375 | New |
| First Horizon Advisors, Inc. | 401 | $12.8K | 0.00% | +63+18.6% | Added |
| Financial Freedom, LLC | 404 | $12.9K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 404 | $12.9K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 406 | $13.0K | 0.00% | +406 | New |
| Massmutual Trust Co FSB | 408 | $13.0K | 0.00% | +358+716.0% | Added |
| Quent Capital, LLC | 430 | $13.7K | 0.00% | +293+213.9% | Added |
| Glassman Wealth Services | 431 | $13.8K | 0.00% | +78+22.1% | Added |
| US Asset Management LLC | 439 | $14.0K | 0.01% | −19−4.1% | Reduced |
| Versant Capital Management, Inc | 476 | $15.2K | 0.01% | +18+3.9% | Added |
| Register Financial Advisors LLC | 500 | $16.0K | 0.01% | +500 | New |
| Achmea Investment Management B.V. | 526 | $16.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 500 | $16.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 523 | $16.7K | 0.00% | −448−46.1% | Reduced |
| Manchester Capital Management LLC | 523 | $16.7K | 0.00% | +523 | New |
| Plante Moran Financial Advisors, LLC | 530 | $16.9K | 0.00% | +2+0.4% | Added |
| Antipodes Partners Ltd | 557 | $17.0K | 0.00% | −993−64.1% | Reduced |
| Ronald Blue Trust, Inc. | 573 | $19.0K | 0.00% | +440+330.8% | Added |
| TCI Wealth Advisors, Inc. | 600 | $19.1K | 0.00% | −3−0.5% | Reduced |
| Covestor Ltd | 634 | $20.0K | 0.02% | −41−6.1% | Reduced |
| Institutional & Family Asset Management, LLC | 648 | $20.7K | 0.00% | −156−19.4% | Reduced |
| Larson Financial Group LLC | 681 | $21.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 684 | $21.8K | 0.01% | +90+15.2% | Added |
| Clear Street Markets LLC | 721 | $23.0K | 0.01% | +351+94.9% | Added |
| Proequities, Inc. | 725 | $23.1K | 0.00% | −1,132−61.0% | Reduced |
| Private Trust Co NA | 770 | $24.6K | 0.00% | +118+18.1% | Added |
| Sageworth Trust Co of South Dakota | 795 | $25.4K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 819 | $26.1K | 0.00% | −2,193−72.8% | Reduced |
| Dividend Assets Capital, LLC | 800 | $27.0K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 849 | $27.1K | 0.03% | −750−46.9% | Reduced |
| Farther Finance Advisors, LLC | 850 | $27.1K | 0.01% | +588+224.4% | Added |
| Parkside Financial Bank & Trust | 866 | $27.6K | 0.01% | +282+48.3% | Added |
| Global Retirement Partners, LLC | 881 | $27.8K | 0.00% | −97−9.9% | Reduced |
| Harbour Investments, Inc. | 879 | $28.1K | 0.00% | +26+3.0% | Added |
| Harbor Investment Advisory, LLC | 900 | $28.7K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 900 | $28.7K | 0.01% | +900 | New |
| Kathleen S. Wright Associates Inc. | 924 | $29.5K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 988 | $31.5K | 0.01% | +988 | New |
| Washington Trust Advisors, Inc. | 999 | $31.9K | 0.00% | −170−14.5% | Reduced |
| Clearstead Advisors, LLC | 1,018 | $32.5K | 0.00% | +18+1.8% | Added |