| Simon Quick Advisors, LLC | 14 | $0 | 0.00% | −836−98.4% | Reduced |
| Evoke Wealth, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 85 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 1,000 | $0 | 0.00% | +1,000 | New |
| PSI Advisors, LLC | 12 | $0 | 0.00% | +12 | New |
| Aua Capital Management, LLC | 45 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 9,085 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 17 | $1.00K | 0.00% | +17 | New |
| Cordant, Inc. | 39 | $1.00K | 0.00% | +39 | New |
| McCarthy Grittinger Financial Group, LLC | 34 | $1.08K | 0.00% | +34 | New |
| O'Shaughnessy Asset Management, LLC | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 51 | $2.00K | 0.00% | +51 | New |
| American Portfolios Advisors | 67 | $2.14K | 0.00% | −150−69.1% | Reduced |
| Raffa Wealth Management, LLC | 68 | $2.17K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 90 | $2.87K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 100 | $3.00K | 0.00% | −100−50.0% | Reduced |
| Logan Capital Management Inc | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 84 | $3.00K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 92 | $3.00K | 0.00% | +45+95.7% | Added |
| Asset Dedication, LLC | 101 | $3.00K | 0.00% | +101 | New |
| Bell Investment Advisors, Inc | 108 | $3.00K | 0.00% | +108 | New |
| Concord Wealth Partners | 139 | $4.00K | 0.00% | −215−60.7% | Reduced |
| Ellevest, Inc. | 114 | $4.00K | 0.00% | −168−59.6% | Reduced |
| RPG Investment Advisory, LLC | 125 | $4.00K | 0.00% | +125 | New |
| Clean Yield Group | 172 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 171 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 148 | $5.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 148 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 148 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 157 | $5.00K | 0.00% | +157 | New |
| Earnest Partners LLC | 190 | $6.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 184 | $6.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 174 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 175 | $6.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 212 | $7.00K | 0.00% | −59−21.8% | Reduced |
| Evolution Wealth Advisors, LLC | 258 | $8.00K | 0.00% | −394−60.4% | Reduced |
| Prestige Wealth Management Group LLC | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 238 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 224 | $8.00K | 0.00% | +224 | New |
| Northwestern Mutual Wealth Management Co | 403 | $12.0K | 0.00% | +138+52.1% | Added |
| Dark Forest Capital Management LP | 420 | $13.0K | 0.00% | +420 | New |
| Costello Asset Management, INC | 450 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 430 | $14.0K | 0.00% | +92+27.2% | Added |
| Wolff Wiese Magana LLC | 499 | $16.0K | 0.01% | +283+131.0% | Added |
| Brown Brothers Harriman & Co | 500 | $16.0K | 0.00% | +500 | New |
| Cutler Group LP | 542 | $17.0K | 0.00% | −484−47.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 536 | $17.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 563 | $18.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 555 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 552 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 582 | $19.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 582 | $19.0K | 0.01% | +546+1,516.7% | Added |
| TCI Wealth Advisors, Inc. | 620 | $20.0K | 0.00% | +39+6.7% | Added |
| Spire Wealth Management | 636 | $20.0K | 0.00% | +126+24.7% | Added |
| Achmea Investment Management B.V. | 621 | $20.0K | 0.00% | +621 | New |
| Huntington National Bank | 655 | $21.0K | 0.00% | +655 | New |
| Pin Oak Investment Advisors Inc | 686 | $22.0K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 700 | $22.0K | 0.00% | +700 | New |
| NEXT Financial Group, Inc | 733 | $23.0K | 0.00% | −90−10.9% | Reduced |
| Harding Loevner LP | 754 | $24.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 750 | $24.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 798 | $25.0K | 0.01% | +10+1.3% | Added |
| Focused Wealth Management, Inc | 800 | $26.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 800 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 890 | $28.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 909 | $29.0K | 0.00% | −1,000−52.4% | Reduced |
| Standard Family Office LLC | 950 | $30.0K | 0.01% | −54−5.4% | Reduced |
| Copeland Capital Management, LLC | 983 | $31.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 972 | $31.0K | 0.00% | +972 | New |
| Herold Advisors, Inc. | 1,000 | $31.0K | 0.01% | +1,000 | New |
| Smithfield Trust Co | 990 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,143 | $36.0K | 0.00% | +1,143 | New |
| Fifth Third Bancorp | 1,193 | $38.0K | 0.00% | +50+4.4% | Added |
| Parallel Advisors, LLC | 1,240 | $40.0K | 0.00% | +215+21.0% | Added |
| Bessemer Group Inc | 1,258 | $40.0K | 0.00% | +857+213.7% | Added |
| Quadrant Capital Group LLC | 1,280 | $41.0K | 0.01% | +73+6.0% | Added |
| Tudor Investment Corp Et Al | – | $42.0K | 0.00% | – | – |
| Bedel Financial Consulting, Inc. | 1,432 | $46.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 1,537 | $49.0K | 0.00% | +236+18.1% | Added |
| Captrust Financial Advisors | 1,576 | $50.0K | 0.00% | +627+66.1% | Added |
| Berman Capital Advisors, LLC | 1,716 | $54.0K | 0.01% | +787+84.7% | Added |
| Koshinski Asset Management, Inc. | 1,912 | $61.0K | 0.01% | +1,912 | New |
| Vigilant Capital Management, LLC | 1,988 | $63.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 2,000 | $64.0K | 0.00% | −87−4.2% | Reduced |
| Ancora Advisors, LLC | 2,000 | $64.0K | 0.00% | 00.0% | Unchanged |