| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $786 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $791 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $791 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 1 | $791 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $791 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $792 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1 | $792 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $792 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $794 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $795 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $1.58K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $1.58K | 0.00% | +2 | New |
| Ameriflex Group, Inc. | 2 | $1.58K | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $1.58K | 0.00% | +1+100.0% | Added |
| JPL Wealth Management, LLC | 2 | $1.58K | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 3 | $2.37K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $2.37K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3 | $2.37K | 0.00% | +3 | New |
| Alpine Bank Wealth Management | 3 | $2.37K | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 3 | $2.37K | 0.00% | +3 | New |
| Bogart Wealth, LLC | 4 | $3.17K | 0.00% | +3+300.0% | Added |
| Rossby Financial, LCC | 5 | $3.96K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 6 | $4.75K | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 6 | $4.75K | 0.00% | −14−70.0% | Reduced |
| Sachetta, LLC | 6 | $4.77K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $5.54K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7 | $5.54K | 0.00% | +7 | New |
| LRI Investments, LLC | 8 | $6.33K | 0.00% | +1+14.3% | Added |
| Hughes Financial Services, LLC | 8 | $6.33K | 0.00% | +3+60.0% | Added |
| Massmutual Trust Co FSB | 9 | $7.12K | 0.00% | −38−80.9% | Reduced |
| Bryn Mawr Trust Co | 9 | $7.12K | 0.00% | +9 | New |
| Wealth Enhancement Trust Services, Inc. | 10 | $7.91K | 0.00% | +9+900.0% | Added |
| Basecamp Wealth Advisors LLC | 10 | $7.91K | 0.00% | +9+900.0% | Added |
| Activest Wealth Management | 10 | $7.91K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 13 | $10.3K | 0.00% | +1+8.3% | Added |
| Highline Wealth Partners LLC | 14 | $11.1K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 14 | $11.1K | 0.00% | +3+27.3% | Added |
| Bell Investment Advisors, Inc | 14 | $11.1K | 0.00% | −2−12.5% | Reduced |
| Bare Financial Services, Inc | 16 | $12.7K | 0.00% | +3+23.1% | Added |
| Main Street Group, LTD | 16 | $12.7K | 0.00% | +16 | New |
| CVA Family Office, LLC | 18 | $14.2K | 0.00% | +2+12.5% | Added |
| Keating Financial Advisory Services, Inc. | 18 | $14.2K | 0.00% | +13+260.0% | Added |
| SJS Investment Consulting Inc. | 18 | $14.2K | 0.00% | +15+500.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 20 | $15.8K | 0.00% | +20 | New |
| TD Private Client Wealth LLC | 24 | $19.0K | 0.00% | +3+14.3% | Added |
| AdvisorNet Financial, Inc | 26 | $20.6K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 27 | $21.4K | 0.00% | +3+12.5% | Added |
| Valued Wealth Advisors LLC | 27 | $21.4K | 0.01% | +12+80.0% | Added |
| FNY Investment Advisers, LLC | 30 | $23.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 29 | $23.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 30 | $23.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 35 | $27.7K | 0.00% | +35 | New |
| International Assets Investment Management, LLC | 39 | $30.6K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 39 | $30.9K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $32.4K | 0.01% | +24+141.2% | Added |
| WPG Advisers, LLC | 43 | $34.0K | 0.02% | +4+10.3% | Added |
| Fortitude Family Office, LLC | 44 | $34.8K | 0.01% | +1+2.3% | Added |
| Smartleaf Asset Management LLC | 47 | $37.1K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 50 | $39.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 52 | $41.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 54 | $42.8K | 0.00% | +20+58.8% | Added |
| Quarry LP | 55 | $43.5K | 0.01% | +55 | New |
| Eurizon Capital SGR S.p.A. | 56 | $44.3K | 0.00% | +45+409.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 58 | $45.9K | 0.00% | +1+1.8% | Added |
| Versant Capital Management, Inc | 59 | $46.7K | 0.00% | +7+13.5% | Added |
| Bessemer Group Inc | 60 | $48.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 68 | $53.8K | 0.02% | +37+119.4% | Added |
| Quent Capital, LLC | 71 | $56.2K | 0.00% | +38+115.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 75 | $59.3K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 81 | $64.3K | 0.00% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 86 | $68.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 86 | $69.0K | 0.04% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 88 | $69.6K | 0.00% | −2−2.2% | Reduced |
| Nisa Investment Advisors, LLC | 94 | $74.6K | 0.00% | +51+118.6% | Added |
| Hollencrest Capital Management | 113 | $89.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 114 | $90.5K | 0.00% | +62+119.2% | Added |
| Bayforest Capital Ltd | 119 | $94.2K | 0.09% | +116+3,866.7% | Added |
| St Germain D J Co Inc | 120 | $94.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 130 | $102.9K | 0.00% | −21−13.9% | Reduced |
| MV Capital Management, Inc. | 131 | $103.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 174 | $137.7K | 0.00% | +174 | New |
| Hantz Financial Services, Inc. | 176 | $139.0K | 0.00% | +57+47.9% | Added |
| Signaturefd, LLC | 176 | $139.3K | 0.00% | −22−11.1% | Reduced |
| Sterling Capital Management LLC | 185 | $146.4K | 0.00% | −27−12.7% | Reduced |
| Umb Bank N A | 207 | $163.8K | 0.00% | −1−0.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 217 | $171.7K | 0.00% | +86+65.6% | Added |
| KBC Group NV | 227 | $180.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 230 | $182.0K | 0.00% | +11+5.0% | Added |
| EverSource Wealth Advisors, LLC | 243 | $192.3K | 0.01% | +47+24.0% | Added |
| Blair William & Co | 253 | $200.2K | 0.00% | +253 | New |
| Shelton Capital Management | 254 | $201.0K | 0.00% | +254 | New |
| Resources Investment Advisors, LLC. | 255 | $201.8K | 0.00% | +255 | New |
| Cypress Capital Group | 256 | $202.6K | 0.02% | +256 | New |
| Vise Technologies, Inc. | 256 | $202.6K | 0.00% | +256 | New |
| D'Orazio & Associates, Inc. | 257 | $203.3K | 0.02% | +257 | New |
| Klingman & Associates, LLC | 257 | $203.3K | 0.01% | +257 | New |
| AlphaCore Capital LLC | 258 | $204.9K | 0.00% | +258 | New |