| Lazard Asset Management LLC | 5 | $0 | 0.00% | −8−61.5% | Reduced |
| Ronald Blue Trust, Inc. | 2 | $0 | 0.00% | −7−77.8% | Reduced |
| Key Financial Inc | 1 | $106 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 3 | $317 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $423 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 5 | $528 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 5 | $528 | 0.00% | +5 | New |
| New England Capital Financial Advisors LLC | 5 | $530 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $533 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5 | $563 | 0.00% | −3−37.5% | Reduced |
| Trifecta Capital Advisors, LLC | 6 | $634 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $634 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 7 | $739 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 7 | $740 | 0.00% | −5−41.7% | Reduced |
| Sunbelt Securities, Inc. | 7 | $741 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 8 | $845 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $906 | 0.00% | +9 | New |
| Sound Income Strategies, LLC | 9 | $950 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $951 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| Valley National Advisers Inc | 8 | $1.00K | 0.00% | +5+166.7% | Added |
| Ogorek Anthony Joseph | 13 | $1.00K | 0.00% | +13 | New |
| SRS Capital Advisors, Inc. | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $1.48K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $1.69K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 18 | $2.00K | 0.00% | −488−96.4% | Reduced |
| Clearview Wealth Advisors LLC | 20 | $2.11K | 0.00% | +10+100.0% | Added |
| Anchor Investment Management, LLC | 20 | $2.12K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 21 | $2.22K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 22 | $2.32K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 23 | $2.43K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 30 | $3.00K | 0.00% | −5−14.3% | Reduced |
| Glassman Wealth Services | 29 | $3.06K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 30 | $3.17K | 0.00% | +6+25.0% | Added |
| Earnest Partners LLC | 39 | $4.12K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 43 | $4.54K | 0.00% | −601−93.3% | Reduced |
| First Capital Advisors Group, LLC. | 45 | $4.75K | 0.00% | +45 | New |
| MCF Advisors LLC | 50 | $5.28K | 0.00% | −38−43.2% | Reduced |
| Clearstead Advisors, LLC | 50 | $5.28K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $5.28K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 54 | $5.70K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 55 | $5.81K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 53 | $6.00K | 0.00% | +53 | New |
| Sandy Spring Bank | 60 | $6.34K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $7.50K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 75 | $7.92K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77 | $8.15K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 80 | $8.45K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 84 | $8.87K | 0.00% | +3+3.7% | Added |
| Register Financial Advisors LLC | 90 | $9.51K | 0.01% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 100 | $10.6K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $10.6K | 0.00% | +100 | New |
| Stone House Investment Management, LLC | 100 | $10.6K | 0.00% | +100 | New |
| Global Wealth Management Investment Advisory, Inc. | 100 | $10.6K | 0.00% | +100 | New |
| Washington Trust Co | 106 | $11.2K | 0.00% | +106 | New |
| Ancora Advisors, LLC | 112 | $11.8K | 0.00% | +112 | New |
| Larson Financial Group LLC | 117 | $12.4K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 122 | $12.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 123 | $13.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 123 | $13.0K | 0.00% | +86+232.4% | Added |
| Covestor Ltd | 120 | $13.0K | 0.01% | −1−0.8% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 120 | $13.0K | 0.01% | +120 | New |
| Lindbrook Capital, LLC | 126 | $13.3K | 0.00% | −36−22.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 128 | $13.5K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 136 | $14.0K | 0.01% | −65−32.3% | Reduced |
| Ci Investments Inc. | 136 | $14.0K | 0.00% | +130+2,166.7% | Added |
| Quadrant Capital Group LLC | 136 | $14.4K | 0.00% | −6−4.2% | Reduced |
| 1832 Asset Management L.P. | 150 | $15.8K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 150 | $15.8K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 150 | $15.8K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 153 | $16.2K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 166 | $18.0K | 0.00% | +166 | New |
| Parkside Financial Bank & Trust | 174 | $18.4K | 0.00% | +44+33.8% | Added |
| Umb Bank N A | 200 | $21.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 200 | $21.1K | 0.00% | +100+100.0% | Added |
| Carmichael Hill & Associates, Inc. | 211 | $22.2K | 0.01% | −215−50.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 212 | $22.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 220 | $23.2K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 231 | $24.4K | 0.01% | +228+7,600.0% | Added |
| Nalls Sherbakoff Group, LLC | 250 | $24.7K | 0.02% | +250 | New |
| Bartlett & Co. LLC | 250 | $26.0K | 0.00% | +100+66.7% | Added |
| Bartlett & Co. Wealth Management LLC | 250 | $26.4K | 0.00% | +100+66.7% | Added |
| Tradition Wealth Management, LLC | 276 | $29.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 280 | $30.0K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 353 | $37.3K | 0.00% | −28−7.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 375 | $39.6K | 0.01% | +150+66.7% | Added |
| Riggs Asset Managment Co. Inc. | 391 | $41.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 400 | $42.2K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 400 | $42.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 404 | $42.7K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 425 | $44.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 435 | $45.9K | 0.01% | −679−61.0% | Reduced |
| EverSource Wealth Advisors, LLC | 514 | $54.3K | 0.01% | −132−20.4% | Reduced |
| Global Retirement Partners, LLC | 525 | $55.5K | 0.00% | −510−49.3% | Reduced |
| Huntington National Bank | 570 | $60.2K | 0.00% | +35+6.5% | Added |
| First Horizon Advisors, Inc. | 572 | $60.4K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 610 | $64.4K | 0.01% | +610 | New |
| Systematic Alpha Investments, LLC | 614 | $64.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 625 | $66.0K | 0.02% | 00.0% | Unchanged |