| Financial Synergies Wealth Advisors, Inc. | 2 | $346 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6 | $1.00K | 0.00% | −294−98.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $1.00K | 0.00% | −2−33.3% | Reduced |
| USA Financial Portformulas Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $1.00K | 0.00% | +3 | New |
| Pinnacle Financial Partners Inc | 5 | $1.00K | 0.00% | +5 | New |
| Covington Capital Management | 7 | $1.00K | 0.00% | +7 | New |
| Almanack Investment Partners, LLC. | 5 | $1.00K | 0.00% | +5 | New |
| Activest Wealth Management | 5 | $1.00K | 0.00% | +5 | New |
| Gould Capital, LLC | 5 | $1.00K | 0.00% | +5 | New |
| WR Wealth Planners, LLC | 8 | $1.38K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $1.56K | 0.00% | +9 | New |
| Loomis Sayles & Co L P | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $2.00K | 0.00% | +6+150.0% | Added |
| Clean Yield Group | 14 | $2.00K | 0.00% | +14 | New |
| Sound Income Strategies, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Sargent Bickham Lagudis LLC | 15 | $3.00K | 0.00% | −10−40.0% | Reduced |
| Harbor Investment Advisory, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 23 | $4.00K | 0.00% | +14+155.6% | Added |
| Capital Advisors, Ltd. LLC | 23 | $4.00K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 26 | $4.49K | 0.00% | −4−13.3% | Reduced |
| Bogart Wealth, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 28 | $5.00K | 0.00% | +28 | New |
| Independence Bank of Kentucky | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 42 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $7.00K | 0.00% | +16+61.5% | Added |
| Larson Financial Group LLC | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 45 | $8.00K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 45 | $8.00K | 0.00% | +4+9.8% | Added |
| American National Bank | 46 | $8.00K | 0.00% | +13+39.4% | Added |
| Northwest Investment Counselors, LLC | 53 | $9.00K | 0.00% | −8−13.1% | Reduced |
| Quent Capital, LLC | 53 | $9.00K | 0.00% | +44+488.9% | Added |
| Glen Eagle Advisors, LLC | 53 | $9.15K | 0.00% | +5+10.4% | Added |
| Earnest Partners LLC | 59 | $10.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 58 | $10.0K | 0.00% | +31+114.8% | Added |
| AlphaMark Advisors, LLC | 60 | $10.0K | 0.00% | +60 | New |
| RE Dickinson Investment Advisors, LLC | 64 | $11.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 82 | $14.0K | 0.00% | −19−18.8% | Reduced |
| Global Retirement Partners, LLC | 83 | $15.0K | 0.00% | +8+10.7% | Added |
| Umb Bank N A | 94 | $16.0K | 0.00% | −10−9.6% | Reduced |
| CVA Family Office, LLC | 90 | $16.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 91 | $16.0K | 0.00% | +28+44.4% | Added |
| Bell Investment Advisors, Inc | 92 | $16.0K | 0.00% | +28+43.8% | Added |
| Bellwether Advisors, LLC | 96 | $16.0K | 0.01% | +96 | New |
| Covestor Ltd | 97 | $17.0K | 0.02% | −593−85.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $17.0K | 0.00% | −400−80.0% | Reduced |
| Missouri Trust & Investment Co | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 98 | $17.0K | 0.00% | +36+58.1% | Added |
| Glassman Wealth Services | 96 | $17.0K | 0.00% | +39+68.4% | Added |
| Tucker Asset Management LLC | 100 | $17.7K | 0.01% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 104 | $17.8K | 0.02% | +104 | New |
| Fred Alger Management, LLC | 107 | $18.0K | 0.00% | −336−75.8% | Reduced |
| Evoke Wealth, LLC | 116 | $20.0K | 0.00% | +37+46.8% | Added |
| FinTrust Capital Advisors, LLC | 125 | $21.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 125 | $21.6K | 0.00% | +11+9.6% | Added |
| Prestige Wealth Management Group LLC | 131 | $22.0K | 0.01% | +7+5.6% | Added |
| GPS Wealth Strategies Group, LLC | 133 | $23.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 138 | $24.0K | 0.00% | +92+200.0% | Added |
| Salem Investment Counselors Inc | 146 | $25.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 145 | $25.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 146 | $25.0K | 0.00% | +22+17.7% | Added |
| Parkside Financial Bank & Trust | 144 | $25.0K | 0.01% | +64+80.0% | Added |
| Newbridge Financial Services Group, Inc. | 155 | $27.0K | 0.02% | −101−39.5% | Reduced |
| EdgeRock Capital LLC | 154 | $27.0K | 0.02% | +154 | New |
| Capital Analysts, LLC | 168 | $29.0K | 0.00% | +20+13.5% | Added |
| Steward Partners Investment Advisory, LLC | 191 | $33.0K | 0.00% | −5−2.6% | Reduced |
| HM Payson & Co | 200 | $35.0K | 0.00% | −54−21.3% | Reduced |
| SJS Investment Consulting Inc. | 201 | $35.0K | 0.01% | +201 | New |
| Ten Capital Wealth Advisors, LLC | 206 | $36.0K | 0.02% | +206 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 229 | $40.0K | 0.00% | −2,965−92.8% | Reduced |
| Ronald Blue Trust, Inc. | 231 | $40.0K | 0.00% | +61+35.9% | Added |
| Smithfield Trust Co | 231 | $41.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 241 | $42.0K | 0.01% | +126+109.6% | Added |
| Sutton Wealth Advisors Inc. | 245 | $42.3K | 0.02% | +4+1.7% | Added |
| Sugarloaf Wealth Management, LLC | 246 | $43.0K | 0.01% | −14−5.4% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 262 | $45.0K | 0.00% | −4−1.5% | Reduced |
| Pinebridge Investments, L.P. | 266 | $46.0K | 0.00% | −8,777−97.1% | Reduced |
| MUFG Americas Holdings Corp | 273 | $47.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 274 | $47.0K | 0.00% | +60+28.0% | Added |
| Virtus Investment Advisers, Inc. | 311 | $54.0K | 0.02% | +311 | New |
| TD Private Client Wealth LLC | 337 | $58.2K | 0.00% | +30+9.8% | Added |
| Westside Investment Management, Inc. | 345 | $59.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 350 | $60.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 416 | $72.0K | 0.01% | +416 | New |
