| Sargent Bickham Lagudis LLC | 1 | $0 | 0.00% | −10−90.9% | Reduced |
| Ancora Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Stonebridge Capital Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $232 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $926 | 0.00% | +4 | New |
| Harbor Investment Advisory, LLC | 3 | $1.00K | 0.00% | −20−87.0% | Reduced |
| Howe & Rusling Inc | 6 | $1.00K | 0.00% | −2−25.0% | Reduced |
| Lee Financial Co | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 4 | $1.00K | 0.00% | +3+300.0% | Added |
| KB Financial Partners, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Cullen/Frost Bankers, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Clean Yield Group | 3 | $1.00K | 0.00% | +3 | New |
| Gradient Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| Crewe Advisors LLC | 6 | $1.00K | 0.00% | +6 | New |
| Private Trust Co NA | 10 | $2.00K | 0.00% | −9−47.4% | Reduced |
| Covestor Ltd | 7 | $2.00K | 0.00% | −10−58.8% | Reduced |
| Washington Trust Advisors, Inc. | 9 | $2.00K | 0.00% | −4−30.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | +6+150.0% | Added |
| Community Bank, N.A. | 7 | $2.00K | 0.00% | +7 | New |
| West Paces Advisors Inc. | 10 | $2.31K | 0.00% | −2−16.7% | Reduced |
| Stephens Consulting, LLC | 11 | $2.55K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 13 | $2.99K | 0.00% | +13 | New |
| Brown Brothers Harriman & Co | 15 | $3.00K | 0.00% | −21−58.3% | Reduced |
| Evoke Wealth, LLC | 15 | $3.00K | 0.00% | −6−28.6% | Reduced |
| EverSource Wealth Advisors, LLC | 14 | $3.00K | 0.00% | +5+55.6% | Added |
| Allworth Financial LP | 11 | $3.00K | 0.00% | +5+83.3% | Added |
| Sutton Wealth Advisors Inc. | 13 | $3.01K | 0.00% | −3−18.8% | Reduced |
| Spire Wealth Management | 15 | $4.00K | 0.00% | −129−89.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 20 | $5.00K | 0.00% | −15−42.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 23 | $5.00K | 0.00% | −10−30.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 23 | $5.00K | 0.00% | −1−4.2% | Reduced |
| Versant Capital Management, Inc | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $5.00K | 0.00% | +1+5.3% | Added |
| Tradewinds Capital Management, LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 23 | $6.00K | 0.00% | +21+1,050.0% | Added |
| Parkside Financial Bank & Trust | 33 | $7.00K | 0.00% | −11−25.0% | Reduced |
| Earnest Partners LLC | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 36 | $8.00K | 0.00% | +1+2.9% | Added |
| Financial Management Professionals, Inc. | 36 | $8.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $8.00K | 0.00% | +7+25.0% | Added |
| Heck Capital Advisors, LLC | 36 | $8.33K | 0.00% | +36 | New |
| Investment Research & Advisory Group, Inc. | 38 | $9.00K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $9.00K | 0.00% | +30+272.7% | Added |
| Massmutual Trust Co FSB | 45 | $10.0K | 0.00% | +2+4.7% | Added |
| Ellevest, Inc. | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 47 | $11.0K | 0.00% | −2−4.1% | Reduced |
| TD Private Client Wealth LLC | 49 | $11.3K | 0.00% | −9−15.5% | Reduced |
| Global Financial Private Client, LLC | 50 | $11.8K | 0.01% | −19−27.5% | Reduced |
| Covington Capital Management | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 54 | $12.0K | 0.00% | +5+10.2% | Added |
| Elequin Capital LP | 55 | $13.0K | 0.00% | −46−45.5% | Reduced |
| Harbour Investments, Inc. | 49 | $13.0K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 63 | $14.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 62 | $14.0K | 0.00% | +1+1.6% | Added |
| Carolina Wealth Advisors, LLC | 61 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 62 | $14.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 60 | $14.0K | 0.00% | +10+20.0% | Added |
| Carmichael Hill & Associates, Inc. | 70 | $16.0K | 0.01% | +5+7.7% | Added |
| Quadrant Capital Group LLC | 68 | $16.0K | 0.00% | +14+25.9% | Added |
| Dark Forest Capital Management LP | 71 | $16.0K | 0.00% | +71 | New |
| Clear Street Markets LLC | 75 | $17.0K | 0.00% | −42−35.9% | Reduced |
| JFS Wealth Advisors, LLC | 72 | $17.0K | 0.00% | −5−6.5% | Reduced |
| Glassman Wealth Services | 72 | $17.0K | 0.00% | +18+33.3% | Added |
| Ci Investments Inc. | 73 | $17.0K | 0.00% | +70+2,333.3% | Added |
| Horan Securities, Inc. | 80 | $19.0K | 0.01% | −7−8.0% | Reduced |
| Lindbrook Capital, LLC | 87 | $20.0K | 0.00% | +59+210.7% | Added |
| Lazard Asset Management LLC | 99 | $22.0K | 0.00% | −2−2.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 97 | $22.0K | 0.00% | +2+2.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $23.0K | 0.00% | −300−75.0% | Reduced |
| Optimum Investment Advisors | 100 | $23.0K | 0.01% | −100−50.0% | Reduced |
| AllSquare Wealth Management LLC | 100 | $23.0K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 101 | $23.0K | 0.01% | +2+2.0% | Added |
| First Horizon Advisors, Inc. | 105 | $24.0K | 0.00% | −131−55.5% | Reduced |
| Global Retirement Partners, LLC | 103 | $24.0K | 0.00% | −2−1.9% | Reduced |
| FinTrust Capital Advisors, LLC | 115 | $24.0K | 0.01% | +115 | New |
| Plante Moran Financial Advisors, LLC | 125 | $29.0K | 0.00% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 133 | $31.0K | 0.00% | +133 | New |