| Sargent Bickham Lagudis LLC | 4 | $0 | 0.00% | −55−93.2% | Reduced |
| WestEnd Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $0 | 0.00% | +4+400.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 2 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 7 | $0 | 0.00% | +7 | New |
| Delos Wealth Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $0 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Tucker Asset Management LLC | 4 | $374 | 0.00% | +4 | New |
| CVA Family Office, LLC | 10 | $1.00K | 0.00% | −20−66.7% | Reduced |
| Versant Capital Management, Inc | 13 | $1.00K | 0.00% | −3−18.8% | Reduced |
| HM Payson & Co | 10 | $1.00K | 0.00% | −1−9.1% | Reduced |
| Optimum Investment Advisors | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6 | $1.00K | 0.00% | −4−40.0% | Reduced |
| Level Financial Advisors, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| Axiom Investment Management LLC | 11 | $1.00K | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Community Bank, N.A. | 13 | $1.00K | 0.00% | +13 | New |
| Abound Wealth Management | 11 | $1.03K | 0.00% | +11 | New |
| Gordian Capital Singapore Pte Ltd | 11 | $2.00K | 0.00% | −490−97.8% | Reduced |
| Salem Investment Counselors Inc | 25 | $2.00K | 0.00% | −200−88.9% | Reduced |
| JFS Wealth Advisors, LLC | 26 | $2.00K | 0.00% | −4−13.3% | Reduced |
| Central Trust Co | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 26 | $2.00K | 0.00% | +26 | New |
| Capital Advisors, Ltd. LLC | 19 | $2.00K | 0.00% | +19 | New |
| Elequin Capital LP | 30 | $3.00K | 0.00% | −20−40.0% | Reduced |
| Northwest Investment Counselors, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 36 | $3.00K | 0.00% | +12+50.0% | Added |
| Prestige Wealth Management Group LLC | 28 | $3.00K | 0.00% | +20+250.0% | Added |
| Ten Capital Wealth Advisors, LLC | 32 | $3.00K | 0.00% | +32 | New |
| Gradient Investments LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 45 | $4.00K | 0.00% | +34+309.1% | Added |
| Money Concepts Capital Corp | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 55 | $5.15K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 64 | $6.00K | 0.00% | −154−70.6% | Reduced |
| Arlington Partners LLC | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $6.00K | 0.00% | +19+41.3% | Added |
| Washington Trust Advisors, Inc. | 59 | $6.00K | 0.00% | +12+25.5% | Added |
| Strategic Asset Management, LLC | 30 | $6.00K | 0.01% | +5+20.0% | Added |
| Hudock, Inc. | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 75 | $7.00K | 0.00% | +75 | New |
| State of Wyoming | 88 | $8.00K | 0.00% | −1,028−92.1% | Reduced |
| Perkins Coie Trust Co | 90 | $8.00K | 0.00% | −20−18.2% | Reduced |
| Erste Asset Management GmbH | 94 | $8.81K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 93 | $9.00K | 0.00% | −52−35.9% | Reduced |
| Financial Management Professionals, Inc. | 96 | $9.00K | 0.00% | −28−22.6% | Reduced |
| Baystate Wealth Management LLC | 95 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 91 | $9.00K | 0.00% | +21+30.0% | Added |
| First Horizon Advisors, Inc. | 93 | $9.00K | 0.00% | +17+22.4% | Added |
| Covington Capital Management | 93 | $9.00K | 0.00% | +50+116.3% | Added |
| Advisors Preferred, LLC | 100 | $9.00K | 0.01% | +100 | New |
| Cornerstone Management, Inc. | 100 | $9.37K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 103 | $9.65K | 0.01% | +103 | New |
| Sutton Wealth Advisors Inc. | 104 | $9.74K | 0.00% | +2+2.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 112 | $10.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $10.6K | 0.00% | −259−69.6% | Reduced |
| Raffa Wealth Management, LLC | 117 | $11.0K | 0.00% | −3−2.5% | Reduced |
| Ronald Blue Trust, Inc. | 133 | $12.0K | 0.00% | −2−1.5% | Reduced |
| Ancora Advisors, LLC | 128 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 130 | $12.0K | 0.00% | +30+30.0% | Added |
| Crewe Advisors LLC | 130 | $12.0K | 0.00% | +30+30.0% | Added |
| Massmutual Trust Co FSB | 131 | $12.0K | 0.00% | +60+84.5% | Added |
| Zions Bancorporation, N.A. | 133 | $12.0K | 0.00% | +63+90.0% | Added |
| Larson Financial Group LLC | 130 | $12.0K | 0.00% | +130 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 137 | $13.0K | 0.00% | −700−83.6% | Reduced |
| TCI Wealth Advisors, Inc. | 140 | $13.0K | 0.00% | −99−41.4% | Reduced |
| Key Financial Inc | 142 | $13.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 134 | $13.0K | 0.00% | +38+39.6% | Added |
| EverSource Wealth Advisors, LLC | 158 | $15.0K | 0.00% | +69+77.5% | Added |
| Baillie Gifford & Co | 176 | $16.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 166 | $16.0K | 0.01% | +26+18.6% | Added |
| Kistler-Tiffany Companies, LLC | 174 | $16.0K | 0.00% | +174 | New |