| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| Lindbrook Capital, LLC | 8 | $1.00K | 0.00% | −18−69.2% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 6 | $1.00K | 0.00% | +6 | New |
| Amplius Wealth Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 13 | $2.00K | 0.00% | +13 | New |
| Schubert & Co | 11 | $2.00K | 0.00% | +11 | New |
| Global Financial Private Client, LLC | 13 | $2.17K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 20 | $3.00K | 0.00% | −1,099−98.2% | Reduced |
| Assetmark, Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 16 | $3.00K | 0.00% | +3+23.1% | Added |
| Hantz Financial Services, Inc. | 17 | $3.00K | 0.00% | +17 | New |
| Barnett & Company, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| JFS Wealth Advisors, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Lake Point Wealth Management | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 26 | $4.00K | 0.00% | +26 | New |
| MV Capital Management, Inc. | 31 | $5.00K | 0.00% | +13+72.2% | Added |
| Ellevest, Inc. | 27 | $5.00K | 0.00% | +27 | New |
| CVA Family Office, LLC | 31 | $5.00K | 0.00% | +31 | New |
| Plante Moran Financial Advisors, LLC | 34 | $6.00K | 0.00% | −9−20.9% | Reduced |
| Cordasco Financial Network | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 39 | $7.00K | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 42 | $7.00K | 0.00% | +42 | New |
| Washington Trust Advisors, Inc. | 46 | $8.00K | 0.00% | +46 | New |
| Loomis Sayles & Co L P | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 59 | $9.00K | 0.00% | +14+31.1% | Added |
| Carroll Financial Associates, Inc. | 63 | $10.0K | 0.00% | −11−14.9% | Reduced |
| Private Capital Group, LLC | 61 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 57 | $10.0K | 0.00% | +3+5.6% | Added |
| Caldwell Trust Co | 63 | $10.5K | 0.00% | −150−70.4% | Reduced |
| HHM Wealth Advisors, LLC | 63 | $11.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 63 | $11.0K | 0.00% | +63 | New |
| Financial Connections Group, Inc. | 67 | $11.0K | 0.01% | +67 | New |
| Baillie Gifford & Co | 71 | $12.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 72 | $12.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 83 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 85 | $14.0K | 0.00% | +85 | New |
| Marshall Wace, LLP | 83 | $14.0K | 0.00% | +83 | New |
| Fuller & Thaler Asset Management, Inc. | 90 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 87 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 88 | $15.0K | 0.00% | +88 | New |
| TCI Wealth Advisors, Inc. | 90 | $15.0K | 0.00% | +90 | New |
| Canada Pension Plan Investment Board | 95 | $16.0K | 0.00% | +15+18.8% | Added |
| Allworth Financial LP | 96 | $16.0K | 0.00% | +61+174.3% | Added |
| Signet Financial Management, LLC | 96 | $16.0K | 0.00% | +96 | New |
| High Net Worth Advisory Group LLC | 100 | $17.0K | 0.01% | +100 | New |
| Harding Loevner LP | 115 | $19.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 120 | $20.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 126 | $21.0K | 0.00% | +15+13.5% | Added |
| Ogorek Anthony Joseph | 142 | $23.0K | 0.01% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 136 | $23.0K | 0.00% | +83+156.6% | Added |
| Harbour Investments, Inc. | 141 | $24.0K | 0.00% | −853−85.8% | Reduced |
| Prestige Wealth Management Group LLC | 142 | $24.0K | 0.01% | −32−18.4% | Reduced |
| Kings Point Capital Management | 148 | $25.0K | 0.00% | +32+27.6% | Added |
| CoreCap Advisors, LLC | 147 | $25.0K | 0.00% | +147 | New |
| Patriot Financial Group Insurance Agency, LLC | 155 | $26.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 157 | $26.0K | 0.01% | +157 | New |
| First National Bank of South Miami | 160 | $27.0K | 0.02% | +160 | New |
| Bivin & Associates, Inc. | 170 | $28.0K | 0.02% | +170 | New |
| Gemmer Asset Management LLC | 175 | $29.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 181 | $30.0K | 0.01% | −350−65.9% | Reduced |
| BerganKDV Wealth Management, LLC | 191 | $32.0K | 0.00% | −3−1.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 192 | $32.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 210 | $35.0K | 0.00% | +5+2.4% | Added |
| Anchor Investment Management, LLC | 215 | $35.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 222 | $37.0K | 0.01% | +222 | New |
| Duncker Streett & Co Inc | 227 | $38.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 231 | $39.0K | 0.01% | +22+10.5% | Added |
| National Bank of Canada | 235 | $39.0K | 0.00% | +235 | New |
| Fortitude Advisory Group L.L.C. | 234 | $39.0K | 0.02% | +234 | New |
| Column Capital Advisors, LLC | 254 | $42.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 250 | $42.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 250 | $42.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 252 | $42.0K | 0.03% | 00.0% | Unchanged |
| Tobam | 260 | $43.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 275 | $46.0K | 0.00% | +62+29.1% | Added |
| Optiver Holding B.V. | 288 | $47.0K | 0.00% | 00.0% | Unchanged |