| Lenox Wealth Advisors, LLC | 3 | $0 | 0.00% | −58−95.1% | Reduced |
| WestEnd Advisors, LLC | – | $346 | 0.00% | – | New |
| JJJ Advisors Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 13 | $2.00K | 0.00% | −24−64.9% | Reduced |
| Sargent Bickham Lagudis LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 12 | $2.00K | 0.00% | +12 | New |
| Bourgeon Capital Management LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 27 | $3.00K | 0.00% | +6+28.6% | Added |
| KB Financial Partners, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 24 | $3.00K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 29 | $3.35K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 29 | $3.35K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 35 | $4.00K | 0.00% | −3−7.9% | Reduced |
| MV Capital Management, Inc. | 38 | $4.00K | 0.00% | +32+533.3% | Added |
| Sandy Spring Bank | 32 | $4.00K | 0.00% | +32 | New |
| Investment Research & Advisory Group, Inc. | 35 | $4.00K | 0.00% | +35 | New |
| Halpern Financial, Inc. | 40 | $4.63K | 0.00% | −38−48.7% | Reduced |
| Creative Financial Designs Inc | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 41 | $5.00K | 0.00% | +41 | New |
| Tarbox Family Office, Inc. | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $6.00K | 0.00% | +41+410.0% | Added |
| Resolute Partners Group | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 60 | $7.00K | 0.00% | +60 | New |
| Tradition Wealth Management, LLC | 59 | $7.00K | 0.00% | +59 | New |
| Smithfield Trust Co | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 67 | $8.00K | 0.00% | +11+19.6% | Added |
| Investors Research Corp | 81 | $9.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 78 | $9.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 85 | $10.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 96 | $11.0K | 0.00% | −260−73.0% | Reduced |
| Webster Bank, N. A. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 102 | $12.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 106 | $12.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 92 | $12.0K | 0.01% | +92 | New |
| AdvisorNet Financial, Inc | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 125 | $14.0K | 0.00% | +125 | New |
| Atlas Capital Advisors LLC | 126 | $14.6K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 138 | $16.0K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 142 | $16.0K | 0.00% | +142 | New |
| Truehand, Inc | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 155 | $17.0K | 0.00% | +155 | New |
| Old Second National Bank of Aurora | 153 | $18.0K | 0.00% | +103+206.0% | Added |
| Systematic Alpha Investments, LLC | 174 | $20.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 192 | $21.0K | 0.00% | −3−1.5% | Reduced |
| Zions Bancorporation, N.A. | 182 | $21.0K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 184 | $21.0K | 0.01% | +184 | New |
| Whittier Trust Co | 186 | $22.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 203 | $23.0K | 0.01% | +2+1.0% | Added |
| Brewin Dolphin Ltd | 200 | $23.1K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 225 | $26.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 237 | $27.0K | 0.00% | +5+2.2% | Added |
| Thompson Siegel & Walmsley LLC | 241 | $28.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 266 | $31.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 300 | $34.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 290 | $34.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 300 | $35.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 300 | $35.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 315 | $36.0K | 0.01% | +85+37.0% | Added |
| Carroll Financial Associates, Inc. | 321 | $37.0K | 0.00% | +9+2.9% | Added |
| CNB Bank | 345 | $40.0K | 0.03% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 350 | $41.0K | 0.02% | −50−12.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 393 | $45.0K | 0.00% | +5+1.3% | Added |
| Steward Partners Investment Advisory, LLC | 402 | $46.0K | 0.00% | −23−5.4% | Reduced |
| Baldwin Brothers Inc | 400 | $46.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 400 | $46.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 400 | $46.0K | 0.01% | +400 | New |
| Harbor Investment Advisory, LLC | 408 | $47.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 414 | $47.0K | 0.01% | +265+177.9% | Added |
| Private Capital Group, LLC | 424 | $49.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 426 | $49.0K | 0.00% | +5+1.2% | Added |
| Lindbrook Capital, LLC | 449 | $52.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 458 | $52.0K | 0.00% | +458 | New |
| WealthShield Partners, LLC | 472 | $55.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 500 | $58.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 496 | $58.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 500 | $58.0K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 544 | $63.0K | 0.03% | +544 | New |
| Federation des caisses Desjardins du Quebec | 574 | $66.3K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 608 | $70.0K | 0.03% | +4+0.7% | Added |
| Harbour Investments, Inc. | 603 | $70.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 621 | $71.8K | 0.00% | +7+1.1% | Added |
| Cullen/Frost Bankers, Inc. | 626 | $72.0K | 0.00% | +366+140.8% | Added |
| Spire Wealth Management | 636 | $74.0K | 0.00% | −232−26.7% | Reduced |
| First Personal Financial Services | 670 | $77.0K | 0.02% | −30−4.3% | Reduced |
| Tobam | 678 | $78.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 724 | $84.0K | 0.01% | +73+11.2% | Added |
| American Portfolios Advisors | 748 | $86.5K | 0.00% | +1+0.1% | Added |
| Stephenson National Bank & Trust | 750 | $87.0K | 0.06% | 00.0% | Unchanged |