| Capital Advisors, Ltd. LLC | 238 | $0 | 0.00% | +230+2,875.0% | Added |
| Ancora Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 1 | $176 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $351 | 0.00% | +2 | New |
| U.S. Capital Wealth Advisors, LLC | 2 | $362 | 0.00% | +2 | New |
| Longfellow Investment Management Co LLC | 3 | $527 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $720 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $878 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $885 | 0.00% | +5 | New |
| Asset Dedication, LLC | 9 | $1.00K | 0.00% | +2+28.6% | Added |
| Alaska Permanent Fund Corp | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $1.05K | 0.00% | +6 | New |
| My Personal CFO, LLC | 6 | $1.05K | 0.00% | +6 | New |
| Cullen/Frost Bankers, Inc. | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $2.11K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $2.28K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15 | $2.63K | 0.00% | −5,062−99.7% | Reduced |
| Vigilant Capital Management, LLC | 17 | $3.00K | 0.00% | −96−85.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 18 | $3.16K | 0.00% | +2+12.5% | Added |
| Investors Research Corp | 19 | $3.34K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 176 | $3.45K | 0.04% | −1,098−86.2% | Reduced |
| Institutional & Family Asset Management, LLC | 20 | $3.51K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 20 | $3.51K | 0.00% | −39−66.1% | Reduced |
| Western Pacific Wealth Management, LP | 21 | $3.69K | 0.00% | +21 | New |
| Earnest Partners LLC | 21 | $3.69K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 21 | $3.69K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 25 | $4.39K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 27 | $4.74K | 0.00% | −14−34.1% | Reduced |
| Accurate Wealth Management, LLC | 27 | $4.82K | 0.00% | +27 | New |
| Massmutual Trust Co FSB | 27 | $5.00K | 0.00% | +3+12.5% | Added |
| Jones Financial Companies LLLP | 27 | $5.00K | 0.00% | +27 | New |
| PrairieView Partners, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Moisand Fitzgerald Tamayo, LLC | 31 | $5.44K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 31 | $5.44K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $5.97K | 0.00% | −18−34.6% | Reduced |
| Stuart Chaussee & Associates, Inc. | 34 | $5.97K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 35 | $6.14K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 37 | $6.50K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $7.20K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 43 | $7.55K | 0.00% | −5−10.4% | Reduced |
| Lindbrook Capital, LLC | 47 | $8.25K | 0.00% | −1−2.1% | Reduced |
| First Personal Financial Services | 48 | $8.43K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 48 | $8.43K | 0.01% | +48 | New |
| Farmers & Merchants Investments Inc | 49 | $8.60K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $8.78K | 0.00% | +47+1,566.7% | Added |
| Fiduciary Alliance LLC | 50 | $8.78K | 0.00% | +50 | New |
| Romano Brothers and Company | 57 | $10.0K | 0.00% | +57 | New |
| Baillie Gifford & Co | 62 | $10.9K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 63 | $11.1K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 65 | $11.4K | 0.01% | +65 | New |
| Ellevest, Inc. | 70 | $12.3K | 0.00% | −138−66.3% | Reduced |
| Bell Investment Advisors, Inc | 70 | $12.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 73 | $13.0K | 0.00% | −25−25.5% | Reduced |
| Hantz Financial Services, Inc. | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 75 | $13.2K | 0.00% | +75 | New |
| Harvest Fund Management Co., Ltd | 78 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 83 | $14.6K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 85 | $15.0K | 0.01% | +85 | New |
| Colonial Trust Co | 86 | $15.3K | 0.00% | +86 | New |
| JFS Wealth Advisors, LLC | 97 | $17.0K | 0.00% | −4−4.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $17.6K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 107 | $18.8K | 0.01% | +11+11.5% | Added |
| Brown Brothers Harriman & Co | 115 | $20.2K | 0.00% | −400−77.7% | Reduced |
| Resurgent Financial Advisors LLC | 115 | $20.2K | 0.01% | +115 | New |
| Logan Capital Management Inc | 117 | $20.5K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 120 | $21.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 124 | $21.8K | 0.00% | −1−0.8% | Reduced |
| KB Financial Partners, LLC | 132 | $23.0K | 0.01% | +132 | New |
| Ogorek Anthony Joseph | 142 | $24.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 137 | $24.0K | 0.00% | +102+291.4% | Added |
| Harbour Investments, Inc. | 150 | $26.3K | 0.00% | +9+6.4% | Added |
| Beacon Capital Management, LLC | 155 | $27.2K | 0.01% | −15−8.8% | Reduced |
| Tfo-TDC, LLC | 568 | $28.2K | 0.01% | +568 | New |
| Park Place Capital Corp | 163 | $29.0K | 0.01% | +163 | New |
| BerganKDV Wealth Management, LLC | 170 | $29.8K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 185 | $32.5K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 187 | $33.0K | 0.00% | +178+1,977.8% | Added |
| Prestige Wealth Management Group LLC | 188 | $33.0K | 0.01% | +14+8.0% | Added |
| SJS Investment Consulting Inc. | 196 | $34.4K | 0.01% | −136−41.0% | Reduced |
| Global Retirement Partners, LLC | 204 | $35.9K | 0.00% | −34−14.3% | Reduced |
| Credit Agricole S A | 207 | $36.3K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 215 | $37.7K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 218 | $39.0K | 0.00% | +104+91.2% | Added |
| Quent Capital, LLC | 224 | $39.4K | 0.01% | +1+0.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 225 | $39.5K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 250 | $44.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 254 | $44.6K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 258 | $45.3K | 0.01% | −1−0.4% | Reduced |
| Creative Financial Designs Inc | 277 | $48.7K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 281 | $49.3K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 292 | $51.0K | 0.05% | −69−19.1% | Reduced |
| Global Trust Asset Management, LLC | 291 | $51.1K | 0.03% | 00.0% | Unchanged |