| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Baldrige Asset Management LLC | 4 | $0 | 0.00% | +4 | New |
| SkyView Investment Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Capstone Investment Advisors, LLC | 1 | $108 | 0.00% | −2,053−100.0% | Reduced |
| Assetmark, Inc | 1 | $108 | 0.00% | −27−96.4% | Reduced |
| WestEnd Advisors, LLC | – | $108 | 0.00% | – | – |
| True Wealth Design, LLC | 4 | $431 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 6 | $645 | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 6 | $645 | 0.00% | +6 | New |
| WealthPLAN Partners, LLC | 6 | $645 | 0.00% | +6 | New |
| Montag A & Associates Inc | 9 | $968 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $968 | 0.00% | +9 | New |
| TD Ameritrade Investment Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 18 | $1.94K | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 21 | $2.00K | 0.00% | +3+16.7% | Added |
| Vigilant Capital Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 20 | $2.15K | 0.00% | +2+11.1% | Added |
| Syverson Strege & Co | 23 | $2.47K | 0.00% | +23 | New |
| Disciplined Investments, LLC | 26 | $2.79K | 0.00% | +8+44.4% | Added |
| Gradient Investments LLC | 26 | $2.79K | 0.00% | +26 | New |
| Missouri Trust & Investment Co | 27 | $2.90K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $3.01K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 29 | $3.12K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 30 | $3.23K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $3.23K | 0.00% | +7+30.4% | Added |
| Abound Wealth Management | 31 | $3.33K | 0.00% | +28+933.3% | Added |
| Cape Investment Advisory, Inc. | 35 | $3.76K | 0.00% | +35 | New |
| Private Ocean, LLC | 35 | $3.79K | 0.00% | +35 | New |
| Orion Capital Management LLC | 36 | $3.87K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 36 | $3.92K | 0.00% | +36 | New |
| Sound Income Strategies, LLC | 40 | $4.30K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 41 | $4.41K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 44 | $4.73K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 49 | $5.27K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $5.38K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.38K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $5.38K | 0.00% | +50 | New |
| Bellevue Asset Management, LLC | 50 | $5.41K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 50 | $5.41K | 0.00% | −4−7.4% | Reduced |
| Capital Advisors, Ltd. LLC | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 63 | $6.35K | 0.00% | +10+18.9% | Added |
| Versant Capital Management, Inc | 60 | $6.45K | 0.00% | +51+566.7% | Added |
| Investors Research Corp | 64 | $6.88K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 69 | $7.42K | 0.01% | +10+16.9% | Added |
| Cedar Mountain Advisors, LLC | 71 | $7.63K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 73 | $7.85K | 0.00% | +13+21.7% | Added |
| Clearview Wealth Advisors LLC | 77 | $8.32K | 0.01% | +2+2.7% | Added |
| Harbour Investments, Inc. | 78 | $8.39K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 78 | $8.39K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 80 | $8.60K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 81 | $8.71K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 82 | $8.82K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 83 | $8.86K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 84 | $9.03K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 84 | $9.03K | 0.00% | +77+1,100.0% | Added |
| IAG Wealth Partners, LLC | 85 | $9.14K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 89 | $10.0K | 0.00% | +89 | New |
| Piershale Financial Group, Inc. | 100 | $10.8K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $11.8K | 0.00% | −78−41.5% | Reduced |
| MV Capital Management, Inc. | 111 | $11.9K | 0.00% | +8+7.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 108 | $12.0K | 0.01% | +108 | New |
| Sageworth Trust Co of South Dakota | 119 | $12.8K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 125 | $13.4K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 130 | $14.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 152 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 170 | $14.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 140 | $15.1K | 0.01% | +140 | New |
| Bell Investment Advisors, Inc | 140 | $15.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 146 | $15.7K | 0.00% | +146 | New |
| Sutton Wealth Advisors Inc. | 155 | $16.7K | 0.01% | −4−2.5% | Reduced |
| Riverview Trust Co | 158 | $17.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 160 | $17.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 165 | $17.7K | 0.00% | +3+1.9% | Added |
| Crewe Advisors LLC | 166 | $17.8K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 172 | $18.0K | 0.00% | +60+53.6% | Added |
| Cedar Wealth Management, LLC | 171 | $18.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 172 | $18.5K | 0.01% | +47+37.6% | Added |
| Ameritas Advisory Services, LLC | 190 | $18.5K | 0.00% | +190 | New |
| Glassman Wealth Services | 177 | $19.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 200 | $21.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 211 | $22.7K | 0.00% | −31−12.8% | Reduced |
| Truvestments Capital LLC | 219 | $23.6K | 0.01% | −107−32.8% | Reduced |
| Venturi Wealth Management, LLC | 222 | $23.9K | 0.00% | +222 | New |
| Newbridge Financial Services Group, Inc. | 223 | $24.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 228 | $24.5K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 229 | $24.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 288 | $25.0K | 0.00% | −160−35.7% | Reduced |
| Bartlett & Co. LLC | 229 | $25.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 236 | $25.4K | 0.00% | −1,140−82.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 246 | $26.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 255 | $27.4K | 0.00% | +20+8.5% | Added |
| Brown Brothers Harriman & Co | 268 | $28.8K | 0.00% | +81+43.3% | Added |
| First National Bank of South Miami | 274 | $29.5K | 0.02% | −31−10.2% | Reduced |
| Beacon Capital Management, LLC | 276 | $29.7K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 306 | $33.0K | 0.01% | +107+53.8% | Added |
| CVA Family Office, LLC | 324 | $34.8K | 0.01% | +5+1.6% | Added |
| TCI Wealth Advisors, Inc. | 326 | $35.0K | 0.00% | +1+0.3% | Added |
