| Centerpoint Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1 | $160 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $197 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $322 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $322 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2 | $332 | 0.00% | +2 | New |
| Glass Jacobson Investment Advisors llc | 3 | $483 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $644 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6 | $965 | 0.00% | −1−14.3% | Reduced |
| Tucker Asset Management LLC | 6 | $965 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| Farther Finance Advisors, LLC | 6 | $1.03K | 0.00% | +1+20.0% | Added |
| Jones Financial Companies LLLP | 7 | $1.13K | 0.00% | +7 | New |
| Provenance Wealth Advisors, LLC | 7 | $1.13K | 0.00% | +7 | New |
| Glen Eagle Advisors, LLC | 8 | $1.29K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.29K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8 | $1.29K | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 10 | $1.61K | 0.00% | −3−23.1% | Reduced |
| Bellevue Asset Management, LLC | 10 | $1.61K | 0.00% | −3−23.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $1.61K | 0.00% | +10 | New |
| Ranger Investment Management, L.P. | 11 | $1.77K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $1.77K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 11 | $1.77K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $1.93K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 12 | $1.93K | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 14 | $2.25K | 0.00% | −62−81.6% | Reduced |
| Larson Financial Group LLC | 16 | $2.57K | 0.00% | +16 | New |
| Versant Capital Management, Inc | 18 | $2.90K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 20 | $3.22K | 0.00% | +20 | New |
| Bokf, NA | 19 | $3.31K | 0.00% | +5+35.7% | Added |
| Harbour Investments, Inc. | 22 | $3.54K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 23 | $3.70K | 0.00% | −20−46.5% | Reduced |
| Farmers & Merchants Investments Inc | 23 | $3.70K | 0.00% | −2−8.0% | Reduced |
| Steward Financial Group LLC | 28 | $4.00K | 0.00% | +28 | New |
| Sandy Spring Bank | 25 | $4.02K | 0.00% | −30−54.5% | Reduced |
| Independence Bank of Kentucky | 25 | $4.02K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $4.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $4.83K | 0.00% | −1−3.2% | Reduced |
| SRS Capital Advisors, Inc. | 30 | $4.83K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 30 | $4.83K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 32 | $5.00K | 0.00% | −77−70.6% | Reduced |
| Bartlett & Co. LLC | 34 | $5.00K | 0.00% | +34 | New |
| Cary Street Partner Investment Advisory LLC | 32 | $5.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $5.31K | 0.00% | −1−2.9% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $5.31K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 34 | $5.47K | 0.00% | +34 | New |
| Earnest Partners LLC | 37 | $5.95K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 40 | $6.00K | 0.00% | −758−95.0% | Reduced |
| Glassman Wealth Services | 40 | $6.44K | 0.00% | −1−2.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 41 | $6.60K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 43 | $6.92K | 0.00% | −7−14.0% | Reduced |
| Iron Horse Wealth Management, LLC | 47 | $7.56K | 0.00% | +46+4,600.0% | Added |
| TD Private Client Wealth LLC | 49 | $7.88K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 50 | $8.04K | 0.00% | +9+22.0% | Added |
| Fortis Group Advisors, LLC | 50 | $8.04K | 0.00% | +50 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 58 | $9.33K | 0.00% | +58 | New |
| IFP Advisors, Inc | 61 | $9.82K | 0.00% | −378−86.1% | Reduced |
| Smithfield Trust Co | 60 | $10.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 63 | $10.1K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 72 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $12.1K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 78 | $12.6K | 0.00% | −7−8.2% | Reduced |
| Front Row Advisors LLC | 79 | $12.7K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 83 | $13.0K | 0.00% | +6+7.8% | Added |
| Lee Financial Co | 85 | $13.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 89 | $14.3K | 0.01% | −55−38.2% | Reduced |
| Cambridge Trust Co | 92 | $14.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 76 | $14.9K | 0.00% | +76 | New |
| Parallel Advisors, LLC | 95 | $15.3K | 0.00% | −33−25.8% | Reduced |
| Riverview Trust Co | 113 | $18.2K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 134 | $21.6K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 148 | $23.8K | 0.00% | +148 | New |
| Massmutual Trust Co FSB | 149 | $24.0K | 0.00% | −28−15.8% | Reduced |
| Huntington National Bank | 153 | $24.6K | 0.00% | −14−8.4% | Reduced |
| Proequities, Inc. | 154 | $24.8K | 0.00% | −6−3.8% | Reduced |
| Tradition Wealth Management, LLC | 156 | $25.0K | 0.00% | −2−1.3% | Reduced |
| Colonial Trust Co | 160 | $25.7K | 0.01% | +53+49.5% | Added |
| Leonteq Securities AG | 163 | $26.2K | 0.00% | +163 | New |
| LGT Financial Advisors LLC | 195 | $31.4K | 0.04% | +195 | New |
| Umb Bank N A | 213 | $34.3K | 0.00% | −50−19.0% | Reduced |
| Cornerstone Planning Group LLC | 219 | $35.2K | 0.01% | −19−8.0% | Reduced |
| Private Trust Co NA | 232 | $37.3K | 0.00% | −223−49.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 277 | $44.6K | 0.00% | −300−52.0% | Reduced |
| Global Retirement Partners, LLC | 293 | $46.9K | 0.00% | +38+14.9% | Added |
| HighMark Wealth Management LLC | 295 | $47.5K | 0.04% | 00.0% | Unchanged |
| GWM Advisors LLC | 310 | $49.9K | 0.00% | −4,403−93.4% | Reduced |
| First Horizon Advisors, Inc. | 345 | $55.5K | 0.00% | +15+4.5% | Added |
| Clearstead Advisors, LLC | 350 | $56.3K | 0.00% | −134−27.7% | Reduced |
| Archer Investment Corp | 400 | $64.4K | 0.02% | 00.0% | Unchanged |
| Amundi | 418 | $68.7K | 0.00% | −1,084−72.2% | Reduced |
| Coppell Advisory Solutions LLC | 395 | $69.9K | 0.03% | +191+93.6% | Added |
| Steward Partners Investment Advisory, LLC | 453 | $72.9K | 0.00% | +50+12.4% | Added |
| Covestor Ltd | 450 | $73.0K | 0.06% | +109+32.0% | Added |
| Annapolis Financial Services, LLC | 507 | $81.6K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 565 | $90.9K | 0.00% | −20−3.4% | Reduced |
| Essex Investment Management Co LLC | 639 | $102.8K | 0.02% | −10,916−94.5% | Reduced |
| Park Place Capital Corp | 641 | $103.1K | 0.03% | +66+11.5% | Added |
