| Lazard Asset Management LLC | 8 | $0 | 0.00% | −4,597−99.8% | Reduced |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $2 | 0.00% | −104−100.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $92 | 0.00% | +1 | New |
| Gordian Capital Singapore Pte Ltd | 2 | $184 | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 3 | $276 | 0.00% | −6−66.7% | Reduced |
| Motco | 3 | $276 | 0.00% | −1−25.0% | Reduced |
| Salem Investment Counselors Inc | 3 | $277 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 3 | $311 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 5 | $461 | 0.00% | −20−80.0% | Reduced |
| Sandy Spring Bank | 5 | $461 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $461 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $461 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $593 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9 | $828 | 0.00% | +9 | New |
| West Paces Advisors Inc. | 9 | $829 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 9 | $830 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10 | $921 | 0.00% | +10 | New |
| SkyView Investment Advisors, LLC | 13 | $1.00K | 0.00% | −2−13.3% | Reduced |
| ClariVest Asset Management LLC | 16 | $1.00K | 0.00% | +16 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.01K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 12 | $1.06K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 15 | $1.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $1.57K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $1.57K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 22 | $2.03K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 22 | $2.03K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 23 | $2.12K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $2.30K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 28 | $2.58K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 29 | $2.67K | 0.00% | +2+7.4% | Added |
| Column Capital Advisors, LLC | 31 | $2.86K | 0.00% | −6−16.2% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 35 | $3.22K | 0.01% | 00.0% | Unchanged |
| American State Bank (Iowa) | 40 | $3.69K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 41 | $3.78K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 47 | $4.33K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 47 | $4.36K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 49 | $4.51K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $4.61K | 0.00% | −30−37.5% | Reduced |
| First Manhattan Co | 50 | $4.61K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 50 | $4.61K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 50 | $4.61K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $5.00K | 0.00% | +50 | New |
| Brown Brothers Harriman & Co | 61 | $5.62K | 0.00% | +13+27.1% | Added |
| GPS Wealth Strategies Group, LLC | 73 | $6.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $6.91K | 0.00% | −23−23.5% | Reduced |
| Ronald Blue Trust, Inc. | 67 | $7.00K | 0.00% | −60−47.2% | Reduced |
| Venturi Wealth Management, LLC | 77 | $7.09K | 0.00% | +11+16.7% | Added |
| Macroview Investment Management LLC | 80 | $7.37K | 0.01% | +73+1,042.9% | Added |
| GW&K Investment Management, LLC | 86 | $8.00K | 0.00% | +3+3.6% | Added |
| Coston, McIsaac & Partners | 92 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 95 | $8.00K | 0.00% | +95 | New |
| South State Corp. | 90 | $8.29K | 0.00% | +90 | New |
| JFS Wealth Advisors, LLC | 96 | $8.85K | 0.00% | +7+7.9% | Added |
| Foster Dykema Cabot & Co Inc | 100 | $9.00K | 0.00% | +100 | New |
| Focused Wealth Management, Inc | 100 | $9.21K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 100 | $9.21K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $9.21K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $9.21K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $9.21K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $9.21K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $9.21K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $9.21K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $9.21K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $9.21K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 100 | $9.21K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 100 | $9.21K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $9.21K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 100 | $9.21K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 103 | $9.39K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 102 | $9.40K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 103 | $9.49K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 108 | $9.95K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 113 | $10.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 113 | $10.4K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 115 | $10.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 116 | $10.7K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 122 | $11.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 120 | $11.0K | 0.00% | +3+2.6% | Added |
| City State Bank | 120 | $11.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 121 | $11.1K | 0.00% | +121 | New |
| Oliver Lagore Vanvalin Investment Group | 125 | $11.5K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 127 | $11.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 130 | $12.0K | 0.00% | −30−18.8% | Reduced |
| Avion Wealth | 140 | $12.0K | 0.00% | +5+3.7% | Added |
| Smithfield Trust Co | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 132 | $12.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 133 | $12.3K | 0.01% | +133 | New |
| Aspire Private Capital, LLC | 135 | $12.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 136 | $12.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 141 | $13.0K | 0.00% | +3+2.2% | Added |
| Tyler-Stone Wealth Management | 140 | $13.0K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 135 | $13.0K | 0.01% | −2−1.5% | Reduced |
| Abound Wealth Management | 149 | $13.7K | 0.01% | −237−61.4% | Reduced |
| Laurel Wealth Advisors LLC | 150 | $13.8K | 0.00% | +115+328.6% | Added |
| Harbor Investment Advisory, LLC | 150 | $13.8K | 0.00% | 00.0% | Unchanged |