| Horan Securities, Inc. | 3 | $0 | 0.00% | −32−91.4% | Reduced |
| WestEnd Advisors, LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Montag A & Associates Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 3 | $0 | 0.00% | +2+200.0% | Added |
| Sutton Wealth Advisors Inc. | 1 | $76 | 0.00% | +1 | New |
| Dark Forest Capital Management LP | 7 | $1.00K | 0.00% | −21−75.0% | Reduced |
| South State Corp. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $1.00K | 0.00% | +7+87.5% | Added |
| Clearview Wealth Advisors LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $1.00K | 0.00% | +5+50.0% | Added |
| AdvisorNet Financial, Inc | 10 | $1.00K | 0.00% | +10 | New |
| Gradient Investments LLC | 13 | $1.00K | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 19 | $1.00K | 0.00% | +19 | New |
| Stonebridge Capital Advisors LLC | 9 | $1.00K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 7 | $1.00K | 0.00% | +7 | New |
| Abound Wealth Management | 17 | $1.29K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 21 | $1.60K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 20 | $2.00K | 0.00% | −4−16.7% | Reduced |
| Endurance Wealth Management, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 26 | $2.00K | 0.00% | +3+13.0% | Added |
| Covington Capital Management | 27 | $2.00K | 0.00% | +27 | New |
| Standard Family Office LLC | 25 | $2.00K | 0.00% | +25 | New |
| Glen Eagle Advisors, LLC | 31 | $2.36K | 0.00% | +31 | New |
| Bartlett & Co. LLC | 40 | $3.00K | 0.00% | −69−63.3% | Reduced |
| Ronald Blue Trust, Inc. | 42 | $3.00K | 0.00% | −6−12.5% | Reduced |
| McIlrath & Eck, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 40 | $3.04K | 0.00% | −69−63.3% | Reduced |
| JFS Wealth Advisors, LLC | 55 | $4.00K | 0.00% | −1−1.8% | Reduced |
| Laurel Wealth Advisors LLC | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 49 | $4.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $4.00K | 0.00% | +11+28.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 56 | $4.00K | 0.00% | +56 | New |
| Financial Management Professionals, Inc. | 52 | $4.00K | 0.00% | +52 | New |
| Anchor Investment Management, LLC | 53 | $4.03K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 60 | $5.00K | 0.00% | +60 | New |
| Wagner Wealth Management, LLC | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 83 | $6.00K | 0.00% | +17+25.8% | Added |
| Massmutual Trust Co FSB | 88 | $7.00K | 0.00% | −170−65.9% | Reduced |
| Westside Investment Management, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 86 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 93 | $7.00K | 0.00% | +15+19.2% | Added |
| Allworth Financial LP | 86 | $7.00K | 0.00% | +11+14.7% | Added |
| MV Capital Management, Inc. | 93 | $7.00K | 0.00% | +31+50.0% | Added |
| Core Wealth Advisors, Inc. | 95 | $7.00K | 0.00% | +60+171.4% | Added |
| Vigilant Capital Management, LLC | 90 | $7.00K | 0.00% | +90 | New |
| Moisand Fitzgerald Tamayo, LLC | 92 | $7.00K | 0.00% | +92 | New |
| Jones Financial Companies LLLP | 108 | $8.00K | 0.00% | −10−8.5% | Reduced |
| Brown Brothers Harriman & Co | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 104 | $8.00K | 0.00% | +8+8.3% | Added |
| Tradition Wealth Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $8.00K | 0.00% | +100 | New |
| Private Trust Co NA | 112 | $9.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 127 | $9.66K | 0.00% | +28+28.3% | Added |
| Creative Financial Designs Inc | 135 | $10.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 141 | $11.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 147 | $11.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 156 | $12.0K | 0.00% | −1−0.6% | Reduced |
| Covestor Ltd | 159 | $12.0K | 0.01% | −1−0.6% | Reduced |
| EverSource Wealth Advisors, LLC | 163 | $12.0K | 0.00% | +32+24.4% | Added |
| Global Retirement Partners, LLC | 164 | $13.0K | 0.00% | −526−76.2% | Reduced |
| Umb Bank N A | 170 | $13.0K | 0.00% | −275−61.8% | Reduced |
| Rise Advisors, LLC | 176 | $13.0K | 0.01% | +7+4.1% | Added |
| Plante Moran Financial Advisors, LLC | 173 | $13.0K | 0.00% | +173 | New |
| Almanack Investment Partners, LLC. | 186 | $14.0K | 0.00% | +186 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 200 | $15.0K | 0.00% | −800−80.0% | Reduced |
| Baystate Wealth Management LLC | 202 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $15.0K | 0.00% | +200 | New |
| CVA Family Office, LLC | 210 | $16.0K | 0.00% | −120−36.4% | Reduced |
| TCI Wealth Advisors, Inc. | 204 | $16.0K | 0.00% | +3+1.5% | Added |
| Kessler Investment Group, LLC | 225 | $17.0K | 0.01% | −659−74.5% | Reduced |
| Industrial Alliance Investment Management Inc. | 236 | $18.0K | 0.00% | −560−70.4% | Reduced |
| Castleview Partners, LLC | 246 | $19.0K | 0.02% | +246 | New |
| 1832 Asset Management L.P. | 284 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 309 | $23.0K | 0.00% | +34+12.4% | Added |
| Tortoise Investment Management, LLC | 316 | $24.0K | 0.00% | −21−6.2% | Reduced |
| Parkside Financial Bank & Trust | 335 | $25.0K | 0.01% | −216−39.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 351 | $27.0K | 0.02% | +101+40.4% | Added |
| Key Financial Inc | 365 | $28.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 379 | $28.0K | 0.01% | +331+689.6% | Added |
| DT Investment Partners, LLC | 374 | $28.0K | 0.00% | +374 | New |