| Capstone Investment Advisors, LLC | 5 | $0 | 0.00% | −51,378−100.0% | Reduced |
| Gemmer Asset Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | +4+200.0% | Added |
| Carolinas Wealth Consulting LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $0 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $158 | 0.00% | – | – |
| First Horizon Advisors, Inc. | 15 | $1.00K | 0.00% | −23−60.5% | Reduced |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +1+12.5% | Added |
| Private Capital Group, LLC | 18 | $1.00K | 0.00% | −1−5.3% | Reduced |
| Addison Advisors LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 12 | $1.00K | 0.00% | +4+50.0% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Larson Financial Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Disciplined Investments, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Psagot Value Holdings Ltd. / (Israel) | 14 | $1.00K | 0.00% | +14 | New |
| Koshinski Asset Management, Inc. | 15 | $1.19K | 0.00% | −24−61.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Cordant, Inc. | 28 | $2.00K | 0.00% | +28 | New |
| Edmond de Rothschild Holding S.A. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Harbor Investment Advisory, LLC | 42 | $3.00K | 0.00% | +42 | New |
| Fieldpoint Private Securities, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Quent Capital, LLC | 33 | $3.00K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 40 | $3.18K | 0.00% | +9+29.0% | Added |
| Salem Investment Counselors Inc | 50 | $4.00K | 0.00% | −729−93.6% | Reduced |
| Kistler-Tiffany Companies, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $4.00K | 0.00% | +40+250.0% | Added |
| Atlas Capital Advisors LLC | 60 | $4.76K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 73 | $6.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 78 | $6.00K | 0.00% | +78 | New |
| Clear Street Markets LLC | 77 | $6.00K | 0.00% | +77 | New |
| Core Alternative Capital | 81 | $6.00K | 0.00% | +81 | New |
| Whittier Trust Co of Nevada Inc | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 91 | $7.23K | 0.00% | +19+26.4% | Added |
| West Paces Advisors Inc. | 94 | $7.46K | 0.00% | +94 | New |
| Howe & Rusling Inc | 103 | $8.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $8.00K | 0.00% | +26+35.1% | Added |
| Proequities, Inc. | 121 | $10.0K | 0.00% | −100−45.2% | Reduced |
| Zions Bancorporation, N.A. | 124 | $10.0K | 0.00% | +73+143.1% | Added |
| Farmers & Merchants Investments Inc | 140 | $11.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 133 | $11.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 140 | $11.0K | 0.00% | +140 | New |
| Gradient Investments LLC | 154 | $12.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 147 | $12.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 160 | $13.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 165 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 166 | $13.0K | 0.00% | +20+13.7% | Added |
| Rockbridge Investment Management, LCC | 165 | $13.2K | 0.00% | −415−71.6% | Reduced |
| Hillsdale Investment Management Inc. | 180 | $14.0K | 0.00% | +180 | New |
| Steward Partners Investment Advisory, LLC | 186 | $15.0K | 0.00% | −89−32.4% | Reduced |
| Umb Bank N A | 190 | $15.0K | 0.00% | +9+5.0% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 200 | $16.0K | 0.01% | −610−75.3% | Reduced |
| MV Capital Management, Inc. | 206 | $16.0K | 0.00% | +52+33.8% | Added |
| Seldon Capital LP | 229 | $18.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 230 | $18.0K | 0.00% | +18+8.5% | Added |
| Evoke Wealth, LLC | 230 | $18.0K | 0.00% | +87+60.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 242 | $19.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 252 | $20.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 269 | $21.0K | 0.00% | +18+7.2% | Added |
| Prestige Wealth Management Group LLC | 281 | $23.0K | 0.01% | −9−3.1% | Reduced |
| Riverview Trust Co | 297 | $24.0K | 0.02% | +297 | New |
| CVA Family Office, LLC | 340 | $27.0K | 0.01% | +35+11.5% | Added |
| Northwestern Mutual Wealth Management Co | 357 | $28.0K | 0.00% | −118−24.8% | Reduced |
| TD Private Client Wealth LLC | 373 | $29.6K | 0.00% | +32+9.4% | Added |
| Antonetti Capital Management LLC | 450 | $36.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 447 | $36.0K | 0.01% | +213+91.0% | Added |
| Glassman Wealth Services | 472 | $37.0K | 0.01% | −30−6.0% | Reduced |
| AlphaMark Advisors, LLC | 475 | $38.0K | 0.01% | −5−1.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 500 | $40.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 560 | $44.0K | 0.00% | −34−5.7% | Reduced |
| Quadrant Capital Group LLC | 586 | $46.0K | 0.01% | +124+26.8% | Added |
| First Manhattan Co | 600 | $47.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 610 | $48.0K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 601 | $48.0K | 0.01% | −2−0.3% | Reduced |
| Allworth Financial LP | 644 | $51.0K | 0.00% | +3+0.5% | Added |
| Sentry Investment Management LLC | 651 | $52.0K | 0.02% | −1,395−68.2% | Reduced |
| Spire Wealth Management | 654 | $52.0K | 0.00% | −35−5.1% | Reduced |
| Compagnie Lombard Odier SCmA | 640 | $52.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 673 | $53.0K | 0.00% | +456+210.1% | Added |
| CKW Financial Group | 800 | $64.0K | 0.01% | +200+33.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 868 | $69.0K | 0.00% | −576−39.9% | Reduced |
| Tobam | 892 | $71.0K | 0.00% | +310+53.3% | Added |
