| Valley National Advisers Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $112 | 0.00% | – | – |
| Toth Financial Advisory Corp | 2 | $224 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 3 | $336 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $336 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4 | $448 | 0.00% | +4 | New |
| New England Capital Financial Advisors LLC | 5 | $560 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $560 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 5 | $560 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $567 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $671 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $672 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 7 | $763 | 0.00% | +7 | New |
| Horan Securities, Inc. | 8 | $847 | 0.00% | −2−20.0% | Reduced |
| Eagle Bay Advisors LLC | 8 | $895 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 8 | $895 | 0.00% | +8 | New |
| Ci Investments Inc. | 6 | $1.00K | 0.00% | −3,000−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $1.00K | 0.00% | −12−57.1% | Reduced |
| Lazard Asset Management LLC | 13 | $1.00K | 0.00% | +5+62.5% | Added |
| SkyView Investment Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $1.01K | 0.00% | +9 | New |
| Clearview Wealth Advisors LLC | 10 | $1.12K | 0.00% | −375−97.4% | Reduced |
| SRS Capital Advisors, Inc. | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $1.57K | 0.00% | +3+27.3% | Added |
| Venturi Wealth Management, LLC | 15 | $1.68K | 0.00% | +15 | New |
| Disciplined Investments, LLC | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $2.24K | 0.00% | −89−81.7% | Reduced |
| Zions Bancorporation, N.A. | 21 | $2.35K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 22 | $2.46K | 0.00% | −40,010−99.9% | Reduced |
| Colonial Trust Advisors | 22 | $2.46K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 23 | $2.57K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 24 | $2.69K | 0.00% | +8+50.0% | Added |
| Glassman Wealth Services | 29 | $3.25K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 35 | $3.92K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 37 | $4.14K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $4.36K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $5.60K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 50 | $5.60K | 0.00% | +50 | New |
| Ahrens Investment Partners LLC | 50 | $5.60K | 0.00% | +50 | New |
| Cullen/Frost Bankers, Inc. | 54 | $6.04K | 0.00% | −2,546−97.9% | Reduced |
| Harbor Investment Advisory, LLC | 55 | $6.16K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 60 | $6.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $7.95K | 0.00% | −3−4.1% | Reduced |
| Activest Wealth Management | 75 | $8.18K | 0.01% | +75 | New |
| AdvisorNet Financial, Inc | 75 | $8.39K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77 | $8.62K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 82 | $8.94K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 80 | $8.95K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 81 | $9.07K | 0.00% | −10−11.0% | Reduced |
| Central Trust Co | 85 | $9.51K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 88 | $9.85K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 90 | $10.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 100 | $11.2K | 0.00% | +73+270.4% | Added |
| IAG Wealth Partners, LLC | 100 | $11.2K | 0.00% | +100 | New |
| Carmel Capital Partners, LLC | 100 | $11.2K | 0.01% | +100 | New |
| Larson Financial Group LLC | 117 | $13.1K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 117 | $13.1K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 122 | $13.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 123 | $13.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 121 | $14.0K | 0.01% | −64−34.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 128 | $14.3K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 130 | $14.5K | 0.00% | −8,058−98.4% | Reduced |
| Parkside Financial Bank & Trust | 130 | $14.5K | 0.00% | +37+39.8% | Added |
| Quadrant Capital Group LLC | 142 | $15.9K | 0.00% | +16+12.7% | Added |
| 1832 Asset Management L.P. | 150 | $16.8K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 150 | $16.8K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $16.8K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 150 | $16.8K | 0.00% | +100+200.0% | Added |
| Bartlett & Co. LLC | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 153 | $17.1K | 0.01% | −3−1.9% | Reduced |
| Lindbrook Capital, LLC | 162 | $18.1K | 0.00% | +7+4.5% | Added |
| Clear Street Markets LLC | 201 | $22.0K | 0.01% | −1,403−87.5% | Reduced |
| Umb Bank N A | 200 | $22.4K | 0.00% | −100−33.3% | Reduced |
| Orion Capital Management LLC | 200 | $22.4K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 280 | $23.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 212 | $23.7K | 0.00% | +212 | New |
| Harbour Investments, Inc. | 220 | $24.6K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 220 | $24.6K | 0.00% | +15+7.3% | Added |
| Kistler-Tiffany Companies, LLC | 225 | $25.2K | 0.00% | −1,310−85.3% | Reduced |
| International Assets Investment Management, LLC | 254 | $28.4K | 0.00% | +254 | New |
| James Investment Research Inc | 259 | $29.0K | 0.00% | +259 | New |
| Tradition Wealth Management, LLC | 276 | $31.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 381 | $42.6K | 0.00% | −130−25.4% | Reduced |
| Garda Capital Partners LP | 387 | $43.3K | 0.04% | +387 | New |
| Riggs Asset Managment Co. Inc. | 391 | $43.8K | 0.02% | +391 | New |
| ICA Group Wealth Management, LLC | 400 | $44.8K | 0.01% | −300−42.9% | Reduced |
| Hexagon Capital Partners LLC | 400 | $44.8K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 405 | $45.0K | 0.00% | +405 | New |
| Crewe Advisors LLC | 404 | $45.2K | 0.01% | −100−19.8% | Reduced |
| Proequities, Inc. | 425 | $47.6K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 426 | $47.7K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 444 | $50.4K | 0.00% | +444 | New |
| Migdal Insurance & Financial Holdings Ltd. | 506 | $55.0K | 0.00% | +193+61.7% | Added |
| EMC Capital Management | 500 | $57.0K | 0.05% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 519 | $58.0K | 0.00% | +326+168.9% | Added |
| Huntington National Bank | 535 | $59.9K | 0.00% | +235+78.3% | Added |