| Capital Advisors, Ltd. LLC | 144 | $0 | 0.00% | +136+1,700.0% | Added |
| McClarren Financial Advisors, Inc. | 6 | $0 | 0.00% | +6 | New |
| Creative Capital Management Investments LLC | 6 | $0 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 52 | $29 | 0.00% | +52 | New |
| Leonteq Securities AG | 1 | $52 | 0.00% | −276−99.6% | Reduced |
| SOA Wealth Advisors, LLC. | 4 | $209 | 0.00% | −8−66.7% | Reduced |
| Tfo-TDC, LLC | 1 | $228 | 0.00% | +1 | New |
| Colonial Trust Advisors | 6 | $314 | 0.00% | +6 | New |
| True Wealth Design, LLC | 7 | $366 | 0.00% | +7 | New |
| Canada Pension Plan Investment Board | 10 | $522 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $527 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $627 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 17 | $888 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $993 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 19 | $993 | 0.00% | +19 | New |
| Arrow Financial Corp | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 27 | $1.00K | 0.00% | +27 | New |
| Penserra Capital Management LLC | 22 | $1.00K | 0.00% | +22 | New |
| My Personal CFO, LLC | 20 | $1.04K | 0.00% | +20 | New |
| Grey Fox Wealth Advisors, LLC | 21 | $1.10K | 0.00% | +21 | New |
| Baldwin Brothers Inc | 22 | $1.15K | 0.00% | −97−81.5% | Reduced |
| Wolff Wiese Magana LLC | 23 | $1.20K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 30 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $1.89K | 0.00% | +35 | New |
| TD Ameritrade Investment Management, LLC | 41 | $2.00K | 0.00% | −10−19.6% | Reduced |
| Coston, McIsaac & Partners | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 39 | $2.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $2.04K | 0.00% | +21+116.7% | Added |
| Sanctuary Wealth Management, L.L.C. | 42 | $2.19K | 0.00% | +42 | New |
| Raffa Wealth Management, LLC | 45 | $2.35K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 46 | $2.40K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $2.51K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 48 | $2.51K | 0.00% | 00.0% | Unchanged |
| Seldon Capital LP | 49 | $2.56K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 57 | $3.01K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 60 | $3.14K | 0.00% | +51+566.7% | Added |
| Barrett & Company, Inc. | 62 | $3.24K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 65 | $3.40K | 0.00% | +65 | New |
| Glen Eagle Advisors, LLC | 66 | $3.45K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 70 | $3.66K | 0.00% | −23,604−99.7% | Reduced |
| Umb Bank N A | 78 | $4.00K | 0.00% | +4+5.4% | Added |
| Tradition Wealth Management, LLC | 67 | $4.00K | 0.00% | +67 | New |
| Steward Financial Group LLC | 95 | $4.00K | 0.00% | +95 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $4.71K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 92 | $4.81K | 0.00% | −3−3.2% | Reduced |
| TCTC Holdings, LLC | 93 | $4.86K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 97 | $5.07K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 99 | $5.17K | 0.00% | +99 | New |
| Twin Lakes Capital Management, LLC | 100 | $5.24K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 110 | $5.75K | 0.00% | −132−54.5% | Reduced |
| Northwest Investment Counselors, LLC | 110 | $5.75K | 0.00% | −100−47.6% | Reduced |
| Clearstead Advisors, LLC | 110 | $5.75K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 112 | $5.85K | 0.00% | +112 | New |
| Investors Research Corp | 116 | $6.06K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 119 | $6.22K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 119 | $6.22K | 0.00% | +119 | New |
| Disciplined Investments, LLC | 120 | $6.27K | 0.00% | −5−4.0% | Reduced |
| Prestige Wealth Management Group LLC | 120 | $6.27K | 0.00% | +99+471.4% | Added |
| JNBA Financial Advisors | 123 | $6.43K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 124 | $6.48K | 0.00% | −6−4.6% | Reduced |
| Earnest Partners LLC | 126 | $6.58K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 137 | $7.16K | 0.00% | +118+621.1% | Added |
| Oakworth Capital, Inc. | 139 | $7.26K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 142 | $7.42K | 0.00% | +142 | New |
| Orion Capital Management LLC | 151 | $7.89K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 154 | $8.06K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 162 | $8.46K | 0.00% | +14+9.5% | Added |
| Front Row Advisors LLC | 175 | $9.00K | 0.00% | +32+22.4% | Added |
| Riggs Asset Managment Co. Inc. | 176 | $9.20K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 176 | $9.20K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 200 | $10.0K | 0.00% | −100−33.3% | Reduced |
| Capital Analysts, LLC | 179 | $10.0K | 0.00% | +10+5.9% | Added |
| Stonebridge Capital Advisors LLC | 193 | $10.1K | 0.00% | +176+1,035.3% | Added |
| Ruedi Wealth Management, Inc. | 195 | $10.2K | 0.01% | +195 | New |
| Crewe Advisors LLC | 197 | $10.3K | 0.00% | +15+8.2% | Added |
| Bartlett & Co. Wealth Management LLC | 200 | $10.4K | 0.00% | −100−33.3% | Reduced |
| Kozak & Associates, Inc. | 202 | $11.0K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 213 | $11.1K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 216 | $11.3K | 0.00% | +216 | New |
| EWG Elevate Inc. | 235 | $12.3K | 0.01% | +235 | New |
| RWM Asset Management, LLC | 240 | $12.5K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 245 | $12.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 264 | $13.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 291 | $15.2K | 0.00% | +1+0.3% | Added |
| Versant Capital Management, Inc | 292 | $15.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 299 | $15.6K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 503 | $16.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 302 | $16.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 308 | $16.1K | 0.00% | +134+77.0% | Added |
| Rosenberg Matthew Hamilton | 309 | $16.1K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 288 | $16.3K | 0.01% | +288 | New |
| Geneos Wealth Management Inc. | 316 | $16.5K | 0.00% | −169−34.8% | Reduced |
| North Star Investment Management Corp. | 316 | $16.5K | 0.00% | +8+2.6% | Added |
| Gradient Investments LLC | 317 | $16.6K | 0.00% | +34+12.0% | Added |
| Bell Investment Advisors, Inc | 322 | $16.8K | 0.00% | +77+31.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 322 | $16.8K | 0.00% | +322 | New |