| Colonial Trust Advisors | 1 | $188 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $188 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $189 | 0.00% | +1 | New |
| Impact Partnership Wealth, LLC | 2 | $376 | 0.00% | −618−99.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2 | $376 | 0.00% | +2 | New |
| WR Wealth Planners, LLC | 2 | $376 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 3 | $562 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $749 | 0.00% | +1+33.3% | Added |
| Spire Wealth Management | 4 | $753 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 4 | $753 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $941 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 5 | $941 | 0.00% | +5 | New |
| SYSTM Wealth Solutions LLC | 5 | $979 | 0.00% | +5 | New |
| MCF Advisors LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $1.13K | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 7 | $1.32K | 0.00% | −15−68.2% | Reduced |
| Cornerstone Planning Group LLC | 8 | $1.41K | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $1.50K | 0.00% | +3+60.0% | Added |
| CoreCap Advisors, LLC | 8 | $1.51K | 0.00% | +8 | New |
| Colonial Trust Co | 10 | $1.87K | 0.00% | −6−37.5% | Reduced |
| Central Trust Co | 10 | $1.88K | 0.00% | +6+150.0% | Added |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $2.07K | 0.00% | −1−8.3% | Reduced |
| Semmax Financial Advisors Inc. | 12 | $2.12K | 0.00% | +12 | New |
| Assetmark, Inc | 12 | $2.26K | 0.00% | −247−95.4% | Reduced |
| Sachetta, LLC | 16 | $2.70K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $2.82K | 0.00% | +1+7.1% | Added |
| SJS Investment Consulting Inc. | 16 | $3.01K | 0.00% | −1−5.9% | Reduced |
| Lindbrook Capital, LLC | 17 | $3.20K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 17 | $3.20K | 0.00% | +3+21.4% | Added |
| Parallel Advisors, LLC | 19 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $3.95K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 22 | $4.19K | 0.00% | +19+633.3% | Added |
| Manchester Capital Management LLC | 23 | $4.33K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $4.52K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 25 | $4.68K | 0.00% | +12+92.3% | Added |
| Westside Investment Management, Inc. | 25 | $4.71K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 27 | $5.08K | 0.00% | +27 | New |
| Versant Capital Management, Inc | 28 | $5.27K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 29 | $5.47K | 0.00% | +2+7.4% | Added |
| Farmers & Merchants Investments Inc | 30 | $5.65K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 30 | $5.65K | 0.00% | +30 | New |
| Huntington National Bank | 34 | $6.40K | 0.00% | −1−2.9% | Reduced |
| Crewe Advisors LLC | 35 | $6.59K | 0.00% | +35 | New |
| GW&K Investment Management, LLC | 37 | $7.00K | 0.00% | −2−5.1% | Reduced |
| Strengthening Families & Communities, LLC | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 37 | $7.00K | 0.01% | +37 | New |
| Fortitude Family Office, LLC | 40 | $7.53K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 41 | $7.72K | 0.00% | −1−2.4% | Reduced |
| SRS Capital Advisors, Inc. | 41 | $7.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 48 | $9.04K | 0.00% | +14+41.2% | Added |
| Frazier Financial Advisors, LLC | 49 | $9.22K | 0.01% | +49 | New |
| Prestige Wealth Management Group LLC | 49 | $9.22K | 0.00% | −41−45.6% | Reduced |
| Bruce G. Allen Investments, LLC | 50 | $9.41K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 54 | $9.68K | 0.00% | +54 | New |
| JFS Wealth Advisors, LLC | 53 | $9.98K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 54 | $10.2K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 59 | $11.0K | 0.00% | +59 | New |
| Cetera Trust Company, N.A | 60 | $11.3K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 62 | $11.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 66 | $12.4K | 0.00% | −3−4.3% | Reduced |
| Massmutual Trust Co FSB | 66 | $12.4K | 0.00% | +7+11.9% | Added |
| Quarry LP | 68 | $12.8K | 0.01% | −234−77.5% | Reduced |
| Brown Brothers Harriman & Co | 69 | $13.0K | 0.00% | −60−46.5% | Reduced |
| Venturi Wealth Management, LLC | 73 | $13.7K | 0.00% | −21−22.3% | Reduced |
| Center for Financial Planning, Inc. | 75 | $14.1K | 0.00% | +75 | New |
| Benjamin F. Edwards & Company, Inc. | 79 | $15.0K | 0.00% | +27+51.9% | Added |
| Smithfield Trust Co | 95 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 100 | $18.7K | 0.00% | +10+11.1% | Added |
| Riverview Trust Co | 115 | $21.6K | 0.02% | +115 | New |
| Richardson Financial Services Inc. | 124 | $23.3K | 0.02% | +87+235.1% | Added |
| Zions Bancorporation, N.A. | 125 | $23.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 125 | $23.5K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 126 | $23.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 136 | $25.6K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 148 | $27.9K | 0.00% | +19+14.7% | Added |
| Raleigh Capital Management Inc. | 150 | $28.3K | 0.01% | +9+6.4% | Added |
| Hexagon Capital Partners LLC | 160 | $30.1K | 0.01% | −15−8.6% | Reduced |
| Laurel Wealth Advisors LLC | 181 | $34.1K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 214 | $37.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 207 | $39.0K | 0.00% | +2+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 218 | $41.0K | 0.00% | +31+16.6% | Added |
| Ronald Blue Trust, Inc. | 252 | $47.4K | 0.00% | +96+61.5% | Added |
| Sentry Investment Management LLC | 265 | $50.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 272 | $51.2K | 0.01% | −6−2.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 297 | $51.4K | 0.00% | +70+30.8% | Added |
| Jamison Private Wealth Management, Inc. | 307 | $57.8K | 0.01% | −98−24.2% | Reduced |
| EverSource Wealth Advisors, LLC | 343 | $59.8K | 0.00% | −107−23.8% | Reduced |
| Acadian Asset Management LLC | 337 | $63.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 346 | $65.0K | 0.04% | +91+35.7% | Added |
| Meeder Asset Management Inc | 371 | $69.8K | 0.00% | −1,146−75.5% | Reduced |
| Mather Group, LLC. | 431 | $72.6K | 0.00% | +431 | New |
| Global Retirement Partners, LLC | 411 | $77.4K | 0.00% | +101+32.6% | Added |
| GPS Wealth Strategies Group, LLC | 423 | $79.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 455 | $85.7K | 0.01% | −25−5.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 466 | $87.8K | 0.00% | −20−4.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 493 | $93.0K | 0.03% | 00.0% | Unchanged |
