| SJS Investment Consulting Inc. | 5 | $0 | 0.00% | +5 | New |
| Albion Financial Group | 19 | $1.00K | 0.00% | −19−50.0% | Reduced |
| Larson Financial Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carroll Investors, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | +13 | New |
| GoalVest Advisory LLC | 11 | $1.00K | 0.00% | +11 | New |
| Archer Investment Corp | 16 | $1.15K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 31 | $2.00K | 0.00% | +7+29.2% | Added |
| Bartlett & Co. LLC | 35 | $2.00K | 0.00% | +35 | New |
| Certified Advisory Corp | 30 | $2.00K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Beacon Capital Management, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Global Financial Private Client, LLC | 32 | $2.27K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 35 | $2.45K | 0.00% | +35 | New |
| Westside Investment Management, Inc. | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 41 | $3.00K | 0.00% | +41 | New |
| Ci Investments Inc. | 62 | $4.00K | 0.00% | −1,364−95.7% | Reduced |
| KB Financial Partners, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 58 | $4.00K | 0.00% | +58 | New |
| Cordant, Inc. | 52 | $4.00K | 0.00% | +52 | New |
| Ogorek Anthony Joseph | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 75 | $5.00K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 88 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 83 | $6.00K | 0.00% | +83 | New |
| Beaird Harris Wealth Management, LLC | 84 | $6.00K | 0.00% | +84 | New |
| Raffa Wealth Management, LLC | 90 | $6.30K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 108 | $7.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 95 | $7.00K | 0.00% | +30+46.2% | Added |
| Bank of New Hampshire | 100 | $7.00K | 0.00% | +100 | New |
| Lansing Street Advisors | 95 | $7.00K | 0.00% | +95 | New |
| Wolff Wiese Magana LLC | 117 | $8.00K | 0.01% | +17+17.0% | Added |
| Syverson Strege & Co | 131 | $9.00K | 0.01% | +131 | New |
| Massmutual Trust Co FSB | 138 | $10.0K | 0.00% | −489−78.0% | Reduced |
| Money Concepts Capital Corp | 136 | $10.0K | 0.00% | +136 | New |
| MUFG Americas Holdings Corp | 159 | $11.0K | 0.00% | −1,177−88.1% | Reduced |
| 1832 Asset Management L.P. | 157 | $11.0K | 0.00% | +157 | New |
| CFS Investment Advisory Services, LLC | 806,627 | $12.0K | 0.05% | +794,958+6,812.6% | Added |
| Clearview Wealth Advisors LLC | 166 | $12.0K | 0.01% | −88−34.6% | Reduced |
| NuWave Investment Management, LLC | 174 | $12.0K | 0.02% | +174 | New |
| Rockbridge Investment Management, LCC | 177 | $12.6K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 189 | $13.0K | 0.00% | −150−44.2% | Reduced |
| First Command Financial Services, Inc. | 189 | $13.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 195 | $14.0K | 0.00% | +17+9.6% | Added |
| Clear Street Markets LLC | 207 | $14.0K | 0.00% | +207 | New |
| Accel Wealth Management | 200 | $14.0K | 0.01% | +200 | New |
| Financial Perspectives, Inc | 209 | $14.6K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 211 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 207 | $15.0K | 0.00% | +1+0.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 217 | $15.0K | 0.00% | +217 | New |
| Sound Income Strategies, LLC | 234 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 233 | $16.0K | 0.01% | +112+92.6% | Added |
| Sutton Wealth Advisors Inc. | 238 | $16.7K | 0.01% | +29+13.9% | Added |
| Institutional & Family Asset Management, LLC | 258 | $18.0K | 0.00% | −23−8.2% | Reduced |
| Surevest, LLC | 257 | $18.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 275 | $19.0K | 0.00% | +275 | New |
| TCI Wealth Advisors, Inc. | 281 | $20.0K | 0.00% | −7−2.4% | Reduced |
| Heritage Wealth Advisors | 282 | $20.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 289 | $20.0K | 0.00% | +32+12.5% | Added |
| Core Alternative Capital | 288 | $20.0K | 0.01% | +237+464.7% | Added |
| Klaas Financial Asset Advisors, LLC | 301 | $21.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 301 | $21.0K | 0.00% | +197+189.4% | Added |
| Joseph P. Lucia & Associates, LLC | 300 | $21.0K | 0.01% | +300 | New |
| South State Corp. | 312 | $22.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 314 | $22.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 326 | $23.0K | 0.02% | −150−31.5% | Reduced |
| Baystate Wealth Management LLC | 323 | $23.0K | 0.00% | −54−14.3% | Reduced |
| Alaska Permanent Fund Corp | 347 | $24.0K | 0.00% | +59+20.5% | Added |
| Clearstead Advisors, LLC | 377 | $26.0K | 0.00% | +134+55.1% | Added |
| Aspire Private Capital, LLC | 386 | $27.0K | 0.01% | −108−21.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 391 | $27.0K | 0.00% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 388 | $27.0K | 0.03% | +388 | New |
| Tarbox Family Office, Inc. | 396 | $28.0K | 0.01% | −86−17.8% | Reduced |
| Concord Wealth Partners | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 406 | $28.0K | 0.01% | +406 | New |
| Washington Trust Co | 400 | $29.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 406 | $29.0K | 0.02% | +1+0.2% | Added |
| Focused Wealth Management, Inc | 429 | $30.0K | 0.00% | +1+0.2% | Added |
| Gemmer Asset Management LLC | 441 | $30.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 430 | $30.0K | 0.01% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 449 | $31.0K | 0.01% | +1+0.2% | Added |
| Highlander Capital Management, LLC | 438 | $31.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 450 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 470 | $33.0K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 492 | $34.0K | 0.02% | −180−26.8% | Reduced |
| Hussman Strategic Advisors, Inc. | 500 | $35.0K | 0.01% | −1,500−75.0% | Reduced |
| Ahrens Investment Partners LLC | 500 | $35.0K | 0.01% | 00.0% | Unchanged |