| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 1 | $245 | 0.00% | +1 | New |
| TD Private Client Wealth LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $267 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 1 | $268 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $534 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $801 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3 | $836 | 0.00% | −3−50.0% | Reduced |
| Cornerstone Financial Management LLC | 4 | $1.07K | 0.00% | +4 | New |
| Marquette Asset Management, LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5 | $1.34K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.60K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 8 | $2.14K | 0.00% | +8 | New |
| True Wealth Design, LLC | 8 | $2.14K | 0.00% | −2−20.0% | Reduced |
| HFM Investment Advisors, LLC | 8 | $2.14K | 0.00% | +5+166.7% | Added |
| Creative Capital Management Investments LLC | 9 | $2.40K | 0.00% | +9 | New |
| Marshall & Sterling Wealth Advisors Inc. | 10 | $2.67K | 0.00% | −5−33.3% | Reduced |
| Hughes Financial Services, LLC | 10 | $2.67K | 0.00% | +3+42.9% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $2.94K | 0.00% | +1+10.0% | Added |
| UMA Financial Services, Inc. | 11 | $2.94K | 0.00% | +8+266.7% | Added |
| Avion Wealth | 14 | $3.00K | 0.00% | +2+16.7% | Added |
| Cromwell Holdings LLC | 12 | $3.20K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 13 | $3.47K | 0.00% | +9+225.0% | Added |
| Atlantic Union Bankshares Corp | 15 | $4.01K | 0.00% | +15 | New |
| Financial Network Wealth Advisors LLC | 17 | $4.54K | 0.00% | +1+6.3% | Added |
| Cape Investment Advisory, Inc. | 18 | $4.81K | 0.00% | +18 | New |
| Capital Advisors, Ltd. LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 19 | $5.07K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 19 | $5.07K | 0.00% | +19 | New |
| Action Point Financial Planning, LLC | 21 | $5.07K | 0.00% | +21 | New |
| Manchester Capital Management LLC | 19 | $5.07K | 0.00% | +1+5.6% | Added |
| Quarry LP | 20 | $5.34K | 0.00% | +20 | New |
| Silver Grove Financial Group, Inc. | 22 | $5.87K | 0.00% | +22 | New |
| MidFirst Bank | 25 | $6.68K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 25 | $6.68K | 0.00% | +4+19.0% | Added |
| Itau Unibanco Holding S.A. | 27 | $7.21K | 0.00% | −18−40.0% | Reduced |
| IFG Advisory, LLC | 27 | $7.21K | 0.00% | +27 | New |
| Bank of New Hampshire | 28 | $7.48K | 0.00% | +28 | New |
| Westfuller Advisors, LLC | 28 | $7.55K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 30 | $8.01K | 0.00% | +30 | New |
| Larson Financial Group LLC | 32 | $8.54K | 0.00% | +2+6.7% | Added |
| GoalVest Advisory LLC | 33 | $8.81K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $8.81K | 0.00% | +1+3.1% | Added |
| Ronald Blue Trust, Inc. | 36 | $9.61K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 38 | $10.1K | 0.00% | +2+5.6% | Added |
| Private Trust Co NA | 40 | $10.7K | 0.00% | −8−16.7% | Reduced |
| Parkside Financial Bank & Trust | 42 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 43 | $11.5K | 0.00% | −1−2.3% | Reduced |
| Alerus Financial NA | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 53 | $14.2K | 0.00% | +6+12.8% | Added |
| Advocate Investing Services LLC | 54 | $14.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $14.4K | 0.00% | +5+10.2% | Added |
| USA Financial Formulas | 55 | $14.7K | 0.00% | +55 | New |
| Bell Investment Advisors, Inc | 57 | $15.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 65 | $15.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 63 | $16.8K | 0.00% | +6+10.5% | Added |
| LRI Investments, LLC | 64 | $17.1K | 0.00% | −1−1.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 65 | $17.4K | 0.00% | +65 | New |
| Owl Creek Wealth Partners LLC | 65 | $17.4K | 0.01% | +5+8.3% | Added |
| Measured Wealth Private Client Group, LLC | 71 | $19.0K | 0.00% | −44−38.3% | Reduced |
| Contravisory Investment Management, Inc. | 73 | $19.5K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 75 | $20.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 77 | $20.6K | 0.00% | −8−9.4% | Reduced |
| CoreCap Advisors, LLC | 77 | $20.6K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 85 | $20.8K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 79 | $21.1K | 0.00% | +79 | New |
| Armstrong Advisory Group, Inc | 89 | $23.8K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 96 | $25.6K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 99 | $26.0K | 0.00% | +99 | New |
| Bayforest Capital Ltd | 98 | $26.2K | 0.02% | +98 | New |
| Covestor Ltd | 106 | $28.0K | 0.02% | −36−25.4% | Reduced |
| Elequin Capital LP | 107 | $28.6K | 0.00% | +107 | New |
| Whittier Trust Co of Nevada Inc | 127 | $29.3K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 111 | $29.6K | 0.01% | +18+19.4% | Added |
| Acumen Wealth Advisors, LLC | 111 | $29.6K | 0.01% | +15+15.6% | Added |
| Crewe Advisors LLC | 114 | $30.4K | 0.00% | +55+93.2% | Added |
| Brown Brothers Harriman & Co | 121 | $32.3K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 150 | $40.1K | 0.01% | +38+33.9% | Added |
| EverSource Wealth Advisors, LLC | 151 | $40.3K | 0.00% | −85−36.0% | Reduced |
| PenderFund Capital Management Ltd. | 159 | $42.5K | 0.01% | −51−24.3% | Reduced |
| Silicon Valley Capital Partners | 169 | $45.1K | 0.00% | −54−24.2% | Reduced |
| Macquarie Group Ltd | 181 | $48.3K | 0.00% | +181 | New |
| Walleye Capital LLC | 185 | $49.4K | 0.00% | −417−69.3% | Reduced |
| Vega Investment Solutions | 195 | $52.1K | 0.01% | +68+53.5% | Added |
| TD Waterhouse Canada Inc. | 226 | $55.2K | 0.00% | +226 | New |
| Huntington National Bank | 216 | $57.7K | 0.00% | +93+75.6% | Added |
| Los Angeles Capital Management LLC | 228 | $60.9K | 0.00% | −3,175−93.3% | Reduced |
| Banque Cantonale Vaudoise | 227 | $61.0K | 0.00% | −189−45.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 245 | $65.4K | 0.01% | +1+0.4% | Added |
| Umb Bank N A | 268 | $71.6K | 0.00% | +106+65.4% | Added |
| Persistent Asset Partners Ltd | 271 | $72.4K | 0.02% | −12,411−97.9% | Reduced |
| Leonteq Securities AG | 273 | $72.9K | 0.00% | +210+333.3% | Added |
| SRS Capital Advisors, Inc. | 326 | $87.0K | 0.00% | +326 | New |
| Smartleaf Asset Management LLC | 422 | $108.2K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 406 | $108.4K | 0.01% | 00.0% | Unchanged |