| USA Financial Portformulas Corp | 2 | $0 | 0.00% | −6−75.0% | Reduced |
| Cribstone Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 2 | $0 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $739 | 0.00% | +3 | New |
| Schubert & Co | 5 | $1.00K | 0.00% | −10−66.7% | Reduced |
| Baystate Wealth Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4 | $1.00K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $1.23K | 0.00% | +5 | New |
| Bartlett & Co. Wealth Management LLC | 7 | $1.72K | 0.00% | −9−56.3% | Reduced |
| Bartlett & Co. LLC | 7 | $2.00K | 0.00% | −9−56.3% | Reduced |
| Versant Capital Management, Inc | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 14 | $3.00K | 0.00% | +14 | New |
| Crewe Advisors LLC | 11 | $3.00K | 0.00% | +11 | New |
| Anchor Investment Management, LLC | 13 | $3.20K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 17 | $4.00K | 0.00% | −138−89.0% | Reduced |
| JFS Wealth Advisors, LLC | 17 | $4.00K | 0.00% | −21−55.3% | Reduced |
| Logan Capital Management Inc | 17 | $4.00K | 0.00% | −9−34.6% | Reduced |
| Ranger Investment Management, L.P. | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $4.00K | 0.00% | +5+50.0% | Added |
| Raffa Wealth Management, LLC | 17 | $4.18K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 16 | $5.00K | 0.00% | −3−15.8% | Reduced |
| Rational Advisors LLC | 22 | $5.00K | 0.00% | +1+4.8% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $5.00K | 0.07% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $5.63K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 26 | $6.00K | 0.00% | +15+136.4% | Added |
| Gradient Investments LLC | 26 | $6.00K | 0.00% | +26 | New |
| Trustcore Financial Services, LLC | 23 | $6.00K | 0.00% | +23 | New |
| Ten Capital Wealth Advisors, LLC | 25 | $6.00K | 0.00% | +25 | New |
| Financial Perspectives, Inc | 27 | $6.67K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 28 | $7.00K | 0.00% | +5+21.7% | Added |
| Larson Financial Group LLC | 27 | $7.00K | 0.00% | +27 | New |
| Solstein Capital, LLC | 34 | $8.00K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 31 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 36 | $8.86K | 0.00% | −3−7.7% | Reduced |
| Tradition Wealth Management, LLC | 35 | $9.00K | 0.00% | +35 | New |
| Addison Advisors LLC | 42 | $10.0K | 0.01% | −1−2.3% | Reduced |
| Baillie Gifford & Co | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $10.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 42 | $10.0K | 0.00% | +37+740.0% | Added |
| DT Investment Partners, LLC | 41 | $10.0K | 0.00% | +41 | New |
| Riverview Trust Co | 42 | $10.0K | 0.01% | +42 | New |
| CVA Family Office, LLC | 45 | $11.0K | 0.00% | −25−35.7% | Reduced |
| TCI Wealth Advisors, Inc. | 50 | $12.0K | 0.00% | +2+4.2% | Added |
| Mascoma Wealth Management LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 49 | $12.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 52 | $12.8K | 0.00% | −2,952−98.3% | Reduced |
| Tilia Fiduciary Partners, Inc. | 56 | $13.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 58 | $14.0K | 0.00% | −194−77.0% | Reduced |
| JJJ Advisors Inc. | 55 | $14.0K | 0.00% | −75−57.7% | Reduced |
| Zions Bancorporation, N.A. | 58 | $14.0K | 0.00% | +35+152.2% | Added |
| Farmers & Merchants Investments Inc | 59 | $15.0K | 0.00% | −33−35.9% | Reduced |
| Bell Investment Advisors, Inc | 59 | $15.0K | 0.00% | −34−36.6% | Reduced |
| Stonebridge Capital Advisors LLC | 59 | $15.0K | 0.00% | +4+7.3% | Added |
| Money Concepts Capital Corp | 61 | $15.0K | 0.00% | +61 | New |
| Dark Forest Capital Management LP | 66 | $16.0K | 0.00% | +66 | New |
| Massmutual Trust Co FSB | 71 | $17.0K | 0.00% | +6+9.2% | Added |
| Global Trust Asset Management, LLC | 75 | $18.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 74 | $18.0K | 0.01% | +74 | New |
| Silver Oak Securities, Inc | 55 | $20.6K | 0.00% | −606−91.7% | Reduced |
| AdvisorNet Financial, Inc | 85 | $21.0K | 0.00% | +14+19.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $25.0K | 0.00% | −400−80.0% | Reduced |
| Quent Capital, LLC | 102 | $25.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 84 | $25.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 105 | $26.0K | 0.02% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 109 | $27.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 110 | $27.1K | 0.01% | 00.0% | Unchanged |
| FourThought Financial, LLC | 114 | $28.0K | 0.00% | +33+40.7% | Added |
| Lindbrook Capital, LLC | 115 | $28.0K | 0.00% | +47+69.1% | Added |
| Glassman Wealth Services | 118 | $29.0K | 0.01% | −28−19.2% | Reduced |
| First Horizon Advisors, Inc. | 126 | $30.0K | 0.00% | −358−74.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 138 | $34.0K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 148 | $36.0K | 0.01% | +148 | New |
| IFP Advisors, Inc | 247 | $37.0K | 0.00% | +33+15.4% | Added |
| Leonteq Securities AG | 151 | $37.2K | 0.00% | −164−52.1% | Reduced |
| Lazard Asset Management LLC | 159 | $38.0K | 0.00% | −9,058−98.3% | Reduced |
| Brown Brothers Harriman & Co | 163 | $40.0K | 0.00% | −12−6.9% | Reduced |
| Tortoise Investment Management, LLC | 162 | $40.0K | 0.01% | −1−0.6% | Reduced |
| Private Trust Co NA | 165 | $41.0K | 0.01% | +109+194.6% | Added |
| MV Capital Management, Inc. | 179 | $44.0K | 0.01% | +27+17.8% | Added |
| BerganKDV Wealth Management, LLC | 187 | $46.0K | 0.01% | +168+884.2% | Added |
| Cullen/Frost Bankers, Inc. | 205 | $50.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 205 | $50.0K | 0.02% | 00.0% | Unchanged |
| Standard Family Office LLC | 240 | $59.0K | 0.03% | +240 | New |
| Parallel Advisors, LLC | 246 | $61.0K | 0.00% | −81−24.8% | Reduced |
| Allworth Financial LP | 251 | $62.0K | 0.00% | +128+104.1% | Added |