| SJS Investment Consulting Inc. | 21 | $54.9K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 20 | $52.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $52.3K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 18 | $47.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 18 | $47.0K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 16 | $41.8K | 0.01% | −34−68.0% | Reduced |
| Financial Management Professionals, Inc. | 16 | $41.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15 | $40.0K | 0.02% | 00.0% | Unchanged |
| Curio Wealth, LLC | 15 | $39.4K | 0.02% | +14+1,400.0% | Added |
| Adirondack Trust Co | 15 | $39.2K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 15 | $39.2K | 0.01% | +15 | New |
| Cornerstone Planning Group LLC | 16 | $38.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 14 | $36.6K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 14 | $36.6K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $36.6K | 0.01% | +11+366.7% | Added |
| GW&K Investment Management, LLC | 13 | $34.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 13 | $34.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 13 | $34.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 12 | $31.4K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 12 | $31.4K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 12 | $31.4K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 12 | $31.0K | 0.00% | −2−14.3% | Reduced |
| Park Square Financial Group, LLC | 11 | $28.8K | 0.02% | −4−26.7% | Reduced |
| Glynn Capital Management LLC | 11 | $28.8K | 0.01% | −1−8.3% | Reduced |
| Essential Partners LLC | 11 | $28.8K | 0.01% | +11 | New |
| Darwin Advisors, LLC | 11 | $28.7K | 0.01% | +10+1,000.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $26.1K | 0.01% | −4,810−99.8% | Reduced |
| Dunhill Financial, LLC | 10 | $26.1K | 0.01% | −14−58.3% | Reduced |
| McIlrath & Eck, LLC | 10 | $26.1K | 0.00% | −9−47.4% | Reduced |
| Heritage Wealth Advisors | 10 | $26.1K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 10 | $26.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $26.1K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 10 | $26.1K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $26.1K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 10 | $26.1K | 0.02% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 10 | $26.1K | 0.01% | +6+150.0% | Added |
| Fairscale Capital, LLC | 11 | $26.1K | 0.02% | +11 | New |
| Clal Insurance Enterprises Holdings Ltd | 9 | $24.0K | 0.00% | −2−18.2% | Reduced |
| Cape Investment Advisory, Inc. | 9 | $23.5K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 11 | $21.0K | 0.02% | 00.0% | Unchanged |
| EMC Capital Management | 8 | $21.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $20.9K | 0.01% | −8−50.0% | Reduced |
| Bayforest Capital Ltd | 8 | $20.9K | 0.01% | −4−33.3% | Reduced |
| Morse Asset Management, Inc | 8 | $20.9K | 0.00% | −2−20.0% | Reduced |
| Fortitude Family Office, LLC | 8 | $20.9K | 0.01% | −1−11.1% | Reduced |
| Turim 21 Investimentos Ltda. | 8 | $20.9K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 8 | $20.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 8 | $20.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 8 | $20.9K | 0.00% | +8 | New |
| Hemington Wealth Management | 8 | $20.0K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 8 | $20.0K | 0.01% | +8 | New |
| Valued Wealth Advisors LLC | 7 | $18.3K | 0.01% | −2−22.2% | Reduced |
| Quaker Wealth Management, LLC | 7 | $18.3K | 0.01% | +7 | New |
| Trust Co of Vermont | 7 | $18.3K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 7 | $18.3K | 0.01% | +1+16.7% | Added |
| Eisler Capital Management Ltd. | 7 | $18.2K | 0.00% | −5,554−99.9% | Reduced |
| TSFG, LLC | 7 | $18.0K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 7 | $17.5K | 0.00% | −1−12.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 6 | $15.7K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 6 | $15.7K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 6 | $15.7K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 6 | $15.7K | 0.04% | +6 | New |
| Armstrong Advisory Group, Inc | 5 | $13.1K | 0.00% | −30−85.7% | Reduced |
| Manchester Capital Management LLC | 5 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 5 | $13.1K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 5 | $13.1K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 5 | $13.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 5 | $13.1K | 0.00% | +5 | New |
| Innovative Advisory Group, LLC | 5 | $13.1K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5 | $13.1K | 0.00% | +3+150.0% | Added |
| Aspect Partners, LLC | 5 | $13.1K | 0.01% | +4+400.0% | Added |
| Putney Financial Group LLC | 5 | $13.1K | 0.01% | +5 | New |
| Washington Trust Advisors, Inc. | 5 | $11.9K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 4 | $10.5K | 0.00% | −1−20.0% | Reduced |
| Sierra Ocean, LLC | 4 | $10.5K | 0.01% | −1−20.0% | Reduced |
| HHM Wealth Advisors, LLC | 4 | $10.5K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $10.5K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 4 | $10.5K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 4 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 4 | $10.5K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 4 | $10.5K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4 | $10.5K | 0.00% | +4 | New |
| Legacy Investment Solutions, LLC | 4 | $10.5K | 0.01% | +4 | New |
| City Holding Co | 4 | $10.5K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 4 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $9.91K | 0.00% | +1+33.3% | Added |
| Colonial Trust Co | 4 | $9.61K | 0.00% | +1+33.3% | Added |
| South State Corp. | 3 | $7.84K | 0.00% | −18−85.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 3 | $7.84K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 3 | $7.84K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 3 | $7.84K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 3 | $7.84K | 0.00% | +3 | New |
| Total Investment Management Inc | 3 | $7.84K | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $5.23K | 0.00% | +2 | New |
| Kilter Group LLC | 2 | $5.23K | 0.00% | +2 | New |
| Bokf, NA | 2 | $5.23K | 0.00% | −8−80.0% | Reduced |
| Channing Global Advisors, LLC | 2 | $5.23K | 0.00% | −1−33.3% | Reduced |
| Delta Asset Management LLC | 2 | $5.23K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 2 | $5.23K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2 | $5.23K | 0.00% | 00.0% | Unchanged |