| AdvisorNet Financial, Inc | 1 | $226 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 2 | $452 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $678 | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 3 | $679 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 6 | $1.36K | 0.00% | +6 | New |
| SYSTM Wealth Solutions LLC | 6 | $1.36K | 0.00% | +6 | New |
| IFP Advisors, Inc | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 9 | $1.81K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 9 | $1.98K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | +2+40.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $2.26K | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 10 | $2.26K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 11 | $2.45K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $2.69K | 0.00% | +7+140.0% | Added |
| Oakworth Capital, Inc. | 12 | $2.71K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 13 | $2.94K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.94K | 0.00% | +1+8.3% | Added |
| Richard W. Paul & Associates, LLC | 13 | $2.94K | 0.00% | +13 | New |
| Pineridge Advisors LLC | 13 | $2.94K | 0.00% | +13 | New |
| Eagle Bay Advisors LLC | 15 | $3.39K | 0.00% | +4+36.4% | Added |
| Private Trust Co NA | 15 | $3.39K | 0.00% | +7+87.5% | Added |
| Frazier Financial Advisors, LLC | 15 | $3.39K | 0.00% | +15 | New |
| GHP Investment Advisors, Inc. | 16 | $3.62K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 17 | $3.85K | 0.00% | −120−87.6% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $4.52K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 20 | $4.52K | 0.00% | +20 | New |
| Proequities, Inc. | 21 | $4.75K | 0.00% | +21 | New |
| TFC Financial Management | 22 | $4.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $5.43K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $5.88K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 29 | $6.58K | 0.00% | −11−27.5% | Reduced |
| Financial Network Wealth Advisors LLC | 30 | $6.92K | 0.01% | +30 | New |
| Mather Group, LLC. | 36 | $7.25K | 0.00% | +20+125.0% | Added |
| Raleigh Capital Management Inc. | 33 | $7.46K | 0.00% | +33 | New |
| Bokf, NA | 34 | $7.69K | 0.00% | +34 | New |
| Bartlett & Co. Wealth Management LLC | 35 | $7.92K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 35 | $8.01K | 0.01% | +35 | New |
| Parkside Financial Bank & Trust | 41 | $9.27K | 0.00% | +4+10.8% | Added |
| Harbour Investments, Inc. | 43 | $9.72K | 0.00% | +4+10.3% | Added |
| JFS Wealth Advisors, LLC | 46 | $10.4K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 46 | $10.4K | 0.00% | +46 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48 | $10.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 51 | $11.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 53 | $12.0K | 0.00% | +34+178.9% | Added |
| Spire Wealth Management | 60 | $13.6K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 62 | $14.1K | 0.00% | +53+588.9% | Added |
| Principal Securities, Inc. | 63 | $14.2K | 0.00% | +36+133.3% | Added |
| Jones Financial Companies LLLP | 65 | $14.7K | 0.00% | +21+47.7% | Added |
| Tyler-Stone Wealth Management | 68 | $15.4K | 0.01% | +68 | New |
| Covestor Ltd | 78 | $18.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 97 | $21.9K | 0.00% | −49−33.6% | Reduced |
| Parallel Advisors, LLC | 98 | $22.2K | 0.00% | +8+8.9% | Added |
| Central Trust Co | 99 | $22.4K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $22.6K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 105 | $23.7K | 0.02% | +105 | New |
| Horizon Investments, LLC | 106 | $24.0K | 0.00% | +106 | New |
| Institutional & Family Asset Management, LLC | 107 | $24.2K | 0.00% | +45+72.6% | Added |
| Innealta Capital, LLC | 109 | $24.6K | 0.01% | +109 | New |
| First United Bank Trust | 110 | $24.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 115 | $26.0K | 0.00% | +23+25.0% | Added |
| V-Square Quantitative Management LLC | 115 | $26.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 118 | $26.7K | 0.00% | −59−33.3% | Reduced |
| Millburn Ridgefield Corp | 118 | $26.7K | 0.00% | −17−12.6% | Reduced |
| Catalyst Capital Advisors LLC | 118 | $26.7K | 0.00% | −17−12.6% | Reduced |
| Umb Bank N A | 131 | $29.6K | 0.00% | +2+1.6% | Added |
| Rise Advisors, LLC | 135 | $30.5K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 189 | $42.7K | 0.09% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 200 | $45.2K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 206 | $45.4K | 0.00% | −3,023−93.6% | Reduced |
| TD Private Client Wealth LLC | 204 | $46.1K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 209 | $47.3K | 0.00% | −31−12.9% | Reduced |
| Cohen & Steers, Inc. | 216 | $49.0K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 223 | $50.4K | 0.01% | −223−50.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 223 | $50.4K | 0.00% | +65+41.1% | Added |
| Nomura Asset Management Co Ltd | 230 | $52.0K | 0.00% | −522−69.4% | Reduced |
| AllSquare Wealth Management LLC | 241 | $54.5K | 0.03% | +241 | New |
| Brown Brothers Harriman & Co | 247 | $55.9K | 0.00% | +247 | New |
| Banque Cantonale Vaudoise | 276 | $62.0K | 0.00% | +21+8.2% | Added |
| Ronald Blue Trust, Inc. | 320 | $64.4K | 0.00% | +173+117.7% | Added |
| Smartleaf Asset Management LLC | 297 | $68.0K | 0.01% | +160+116.8% | Added |
| Quadrant Capital Group LLC | 317 | $71.7K | 0.01% | +14+4.6% | Added |
| Lindbrook Capital, LLC | 322 | $72.8K | 0.01% | +19+6.3% | Added |
| Indiana Trust & Investment Management CO | 330 | $74.6K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 377 | $85.3K | 0.00% | +200+113.0% | Added |
| Venturi Wealth Management, LLC | 378 | $85.5K | 0.01% | −30−7.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 400 | $90.5K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 403 | $91.1K | 0.00% | −94−18.9% | Reduced |
| GAMMA Investing LLC | 417 | $94.3K | 0.01% | +244+141.0% | Added |
| Signaturefd, LLC | 439 | $99.3K | 0.00% | +26+6.3% | Added |
| Atticus Wealth Management, LLC | 454 | $102.7K | 0.03% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 467 | $105.6K | 0.02% | −65−12.2% | Reduced |
| Armstrong Advisory Group, Inc | 482 | $109.0K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 465 | $111.0K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 516 | $117.0K | 0.00% | +465+911.8% | Added |
| Fifth Third Bancorp | 528 | $119.4K | 0.00% | +50+10.5% | Added |
| Icon Wealth Advisors, LLC | 536 | $128.0K | 0.01% | +536 | New |
