| Curi Capital | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $193 | 0.00% | – | – |
| Old North State Trust, LLC | 1 | $260 | 0.24% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 7 | $1.00K | 0.00% | −6,055−99.9% | Reduced |
| SOA Wealth Advisors, LLC. | 8 | $1.00K | 0.00% | −10−55.6% | Reduced |
| GW&K Investment Management, LLC | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| USA Financial Portformulas Corp | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $1.00K | 0.00% | +5 | New |
| WFA of San Diego, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 10 | $2.00K | 0.00% | +10 | New |
| Fairfield, Bush & Co. | 8 | $2.00K | 0.00% | +8 | New |
| Johnson Financial Group, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Castle Wealth Management LLC | 9 | $2.00K | 0.00% | +9 | New |
| St. Johns Investment Management Company, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 13 | $3.00K | 0.00% | +13 | New |
| New Millennium Group LLC | 17 | $3.00K | 0.00% | +17 | New |
| Raleigh Capital Management Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Halpern Financial, Inc. | 17 | $3.29K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 19 | $3.68K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 24 | $5.00K | 0.00% | −612−96.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 25 | $5.00K | 0.00% | −100−80.0% | Reduced |
| Avion Wealth | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 26 | $5.00K | 0.00% | +26 | New |
| Endurance Wealth Management, Inc. | 30 | $6.00K | 0.00% | −10−25.0% | Reduced |
| EverSource Wealth Advisors, LLC | 28 | $6.00K | 0.00% | +2+7.7% | Added |
| Versant Capital Management, Inc | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $6.00K | 0.00% | +14+93.3% | Added |
| Vigilant Capital Management, LLC | 31 | $6.00K | 0.00% | +31 | New |
| RE Dickinson Investment Advisors, LLC | 30 | $6.00K | 0.00% | +30 | New |
| Tradition Wealth Management, LLC | 36 | $7.00K | 0.00% | −20−35.7% | Reduced |
| MV Capital Management, Inc. | 38 | $7.00K | 0.00% | −12−24.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 39 | $7.00K | 0.01% | +1+2.6% | Added |
| Kelly Financial Services LLC | 37 | $7.17K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 41 | $8.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 41 | $8.00K | 0.01% | +24+141.2% | Added |
| Newbridge Financial Services Group, Inc. | 42 | $8.00K | 0.00% | +42 | New |
| Heritage Wealth Management, LLC | 42 | $8.14K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 49 | $9.00K | 0.01% | −14−22.2% | Reduced |
| Hudock, Inc. | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 54 | $10.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 53 | $10.0K | 0.00% | +6+12.8% | Added |
| Assetmark, Inc | 56 | $11.0K | 0.00% | −2−3.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 55 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 60 | $11.8K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 64 | $12.4K | 0.00% | +64 | New |
| Bogart Wealth, LLC | 69 | $13.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 73 | $14.0K | 0.00% | −29−28.4% | Reduced |
| Institutional & Family Asset Management, LLC | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 70 | $14.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 71 | $14.0K | 0.00% | +6+9.2% | Added |
| Manchester Capital Management LLC | 75 | $15.0K | 0.00% | −5−6.3% | Reduced |
| Riverview Trust Co | 78 | $15.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 75 | $15.0K | 0.00% | +4+5.6% | Added |
| Crewe Advisors LLC | 77 | $15.0K | 0.00% | +49+175.0% | Added |
| Hazlett, Burt & Watson, Inc. | 80 | $16.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $16.0K | 0.00% | +35+77.8% | Added |
| PrairieView Partners, LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 100 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 97 | $19.0K | 0.01% | 00.0% | Unchanged |
| ACG Wealth | 100 | $19.0K | 0.00% | +100 | New |
| Westside Investment Management, Inc. | 107 | $20.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 103 | $20.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 103 | $20.0K | 0.00% | +88+586.7% | Added |
| First Command Bank | 104 | $20.0K | 0.00% | +100+2,500.0% | Added |
| First Command Financial Services, Inc. | 104 | $20.0K | 0.00% | +100+2,500.0% | Added |
| United Community Bank | 105 | $20.4K | 0.02% | +35+50.0% | Added |
| Pacific Center for Financial Services | 110 | $21.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 106 | $21.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 114 | $22.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 113 | $22.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 111 | $22.0K | 0.00% | +111 | New |
| Disciplined Investments, LLC | 121 | $23.0K | 0.01% | +2+1.7% | Added |
| Country Trust Bank | 117 | $23.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 120 | $23.0K | 0.00% | +120 | New |
| Better Money Decisions, LLC | 126 | $24.0K | 0.02% | +126 | New |
| Bell Investment Advisors, Inc | 123 | $24.0K | 0.01% | +123 | New |
| JJJ Advisors Inc. | 138 | $26.0K | 0.01% | −23−14.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 150 | $29.0K | 0.00% | +150 | New |
| Rockbridge Investment Management, LCC | 150 | $29.1K | 0.01% | −100−40.0% | Reduced |
| Zullo Investment Group, Inc. | 156 | $30.0K | 0.02% | +2+1.3% | Added |