| Assetmark, Inc | 2 | $0 | 0.00% | +2 | New |
| Guidance Point Advisors, LLC | 7 | $0 | 0.00% | +7 | New |
| Red Tortoise LLC | 9 | $0 | 0.00% | +9 | New |
| Atlas Capital Advisors LLC | 7 | $912 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 7 | $1.00K | 0.00% | −92,906−100.0% | Reduced |
| Ci Investments Inc. | 4 | $1.00K | 0.00% | −8,256−100.0% | Reduced |
| SRS Capital Advisors, Inc. | 9 | $1.00K | 0.00% | −249−96.5% | Reduced |
| Massmutual Trust Co FSB | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 11 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 17 | $2.00K | 0.00% | −54−76.1% | Reduced |
| Column Capital Advisors, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 21 | $2.74K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22 | $3.00K | 0.00% | +4+22.2% | Added |
| Bartlett & Co. LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $3.00K | 0.00% | +3+17.6% | Added |
| Earnest Partners LLC | 25 | $3.00K | 0.00% | +25 | New |
| Syverson Strege & Co | 22 | $3.00K | 0.00% | +22 | New |
| Princeton Global Asset Management LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $4.00K | 0.00% | +13+81.3% | Added |
| Central Trust Co | 28 | $4.00K | 0.00% | +28 | New |
| Consolidated Planning Corp | 34 | $4.00K | 0.00% | +34 | New |
| Concord Wealth Partners | 42 | $5.00K | 0.00% | −337−88.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 38 | $5.00K | 0.00% | −3−7.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 41 | $5.00K | 0.00% | +41 | New |
| Zions Bancorporation, N.A. | 46 | $6.00K | 0.00% | +2+4.5% | Added |
| Cedar Mountain Advisors, LLC | 45 | $6.00K | 0.00% | +6+15.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 48 | $6.00K | 0.00% | +48 | New |
| Kowal Investment Group, LLC | 46 | $6.00K | 0.00% | +46 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $6.51K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 56 | $7.00K | 0.00% | −2−3.4% | Reduced |
| Allworth Financial LP | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $7.00K | 0.00% | +51 | New |
| D'Orazio & Associates, Inc. | 65 | $8.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 77 | $10.0K | 0.00% | +77 | New |
| Creative Financial Designs Inc | 87 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 88 | $11.0K | 0.00% | −1−1.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 92 | $11.0K | 0.00% | +92 | New |
| Prentice Wealth Management LLC | 81 | $11.0K | 0.01% | +81 | New |
| Wolff Wiese Magana LLC | 104 | $14.0K | 0.01% | −6−5.5% | Reduced |
| Meeder Asset Management Inc | 110 | $14.0K | 0.00% | +3+2.8% | Added |
| Sterling Financial Planning, Inc. | 125 | $16.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 135 | $17.0K | 0.00% | −532−79.8% | Reduced |
| Tacita Capital Inc | 140 | $18.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 143 | $19.0K | 0.00% | −2,405−94.4% | Reduced |
| Hall Laurie J Trustee | 145 | $19.0K | 0.01% | −80−35.6% | Reduced |
| Berman Capital Advisors, LLC | 157 | $20.0K | 0.00% | −133−45.9% | Reduced |
| IFP Advisors, Inc | 152 | $20.0K | 0.00% | +40+35.7% | Added |
| TCI Wealth Advisors, Inc. | 158 | $21.0K | 0.00% | +17+12.1% | Added |
| Freedman Financial Associates, Inc. | 187 | $24.0K | 0.02% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 193 | $25.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 235 | $31.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 252 | $33.0K | 0.00% | +47+22.9% | Added |
| Sugarloaf Wealth Management, LLC | 250 | $33.0K | 0.01% | +250 | New |
| First Financial Corp | 285 | $37.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 309 | $40.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 312 | $41.0K | 0.01% | −16−4.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 321 | $42.0K | 0.00% | −2−0.6% | Reduced |
| Advisors Asset Management, Inc. | 331 | $43.0K | 0.00% | +151+83.9% | Added |
| Parallel Advisors, LLC | 383 | $50.0K | 0.00% | +20+5.5% | Added |
| Quadrant Capital Group LLC | 404 | $53.0K | 0.01% | −60−12.9% | Reduced |
| Huntington National Bank | 455 | $60.0K | 0.00% | −84−15.6% | Reduced |
| Covington Capital Management | 475 | $62.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 497 | $64.8K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 505 | $66.0K | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 535 | $69.7K | 0.00% | −1−0.2% | Reduced |
| JJJ Advisors Inc. | 624 | $81.0K | 0.03% | +30+5.1% | Added |
| Sargent Bickham Lagudis LLC | 640 | $83.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 694 | $91.0K | 0.03% | +10+1.5% | Added |
| Hexagon Capital Partners LLC | 750 | $98.0K | 0.03% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 800 | $104.0K | 0.00% | −3,500−81.4% | Reduced |
| Banque Cantonale Vaudoise | 800 | $104.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 800 | $104.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 809 | $107.0K | 0.01% | +26+3.3% | Added |
| State of Wyoming | 822 | $107.0K | 0.07% | +376+84.3% | Added |
| Toronto Dominion Bank | 847 | $110.0K | 0.00% | +212+33.4% | Added |
| American International Group, Inc. | 852 | $111.0K | 0.00% | −103−10.8% | Reduced |
| NuWave Investment Management, LLC | 904 | $118.0K | 0.13% | +307+51.4% | Added |
| Seeyond | 991 | $129.0K | 0.01% | −11−1.1% | Reduced |
| Truvestments Capital LLC | 1,001 | $130.0K | 0.07% | +1,001 | New |
| O'Shaughnessy Asset Management, LLC | 1,161 | $151.0K | 0.00% | +1,104+1,936.8% | Added |
| Green Harvest Asset Management LLC | 1,225 | $159.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,252 | $163.1K | 0.01% | −34−2.6% | Reduced |