| Tfo-TDC, LLC | 1 | $260 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1 | $260 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 2 | $519 | 0.00% | −431−99.5% | Reduced |
| Rakuten Securities, Inc. | 2 | $519 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 3 | $614 | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $684 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $696 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $779 | 0.00% | +3 | New |
| Federation des caisses Desjardins du Quebec | 4 | $1.04K | 0.00% | +4 | New |
| Planning Capital Management Corp | 5 | $1.30K | 0.00% | +5 | New |
| Strategic Investment Solutions, Inc. | 6 | $1.49K | 0.00% | −372−98.4% | Reduced |
| Colonial Trust Advisors | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| Capital Analysts, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Financial Connections Group, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Key Financial Inc | 8 | $2.08K | 0.00% | −18−69.2% | Reduced |
| West Paces Advisors Inc. | 8 | $2.08K | 0.00% | +8 | New |
| BBJS Financial Advisors, LLC | 8 | $2.08K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $2.09K | 0.00% | 00.0% | Unchanged |
| Motco | 9 | $2.34K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 9 | $2.34K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 9 | $2.35K | 0.00% | +9 | New |
| CVA Family Office, LLC | 10 | $2.60K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $2.60K | 0.00% | +3+42.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.62K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 11 | $2.86K | 0.00% | +7+175.0% | Added |
| Kelly Financial Services LLC | 11 | $2.97K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 12 | $3.10K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 12 | $3.12K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 13 | $3.38K | 0.00% | +13 | New |
| TD Capital Management LLC | 14 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $3.63K | 0.00% | +6+75.0% | Added |
| Sachetta, LLC | 18 | $4.67K | 0.00% | +18 | New |
| Wetzel Investment Advisors, Inc. | 21 | $5.00K | 0.00% | +21 | New |
| Brown Brothers Harriman & Co | 20 | $5.19K | 0.00% | −17−45.9% | Reduced |
| Twin Tree Management, LP | 22 | $5.71K | 0.00% | −1,364−98.4% | Reduced |
| Creekmur Asset Management LLC | 23 | $5.89K | 0.00% | +23 | New |
| JJJ Advisors Inc. | 23 | $5.97K | 0.00% | +2+9.5% | Added |
| Prestige Wealth Management Group LLC | 25 | $6.49K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 26 | $6.75K | 0.00% | +26 | New |
| EverSource Wealth Advisors, LLC | 27 | $7.01K | 0.00% | −2−6.9% | Reduced |
| Farmers & Merchants Investments Inc | 28 | $7.27K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $7.27K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 29 | $7.53K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 30 | $7.79K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $8.00K | 0.00% | −9−23.1% | Reduced |
| Versant Capital Management, Inc | 31 | $8.05K | 0.00% | −2−6.1% | Reduced |
| Global Wealth Strategies & Associates | 33 | $8.57K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 34 | $8.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $8.83K | 0.00% | +1+3.0% | Added |
| Asset Dedication, LLC | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 35 | $9.09K | 0.00% | −30−46.2% | Reduced |
| DT Investment Partners, LLC | 36 | $9.37K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 39 | $10.1K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 40 | $10.4K | 0.01% | −5−11.1% | Reduced |
| Colonial Trust Co | 40 | $10.4K | 0.00% | +11+37.9% | Added |
| Larson Financial Group LLC | 41 | $10.6K | 0.00% | −11−21.2% | Reduced |
| Scarborough Advisors, LLC | 43 | $11.1K | 0.00% | +43 | New |
| Atlantic Trust, LLC | 45 | $11.7K | 0.00% | +45 | New |
| Centerpoint Advisors, LLC | 48 | $12.0K | 0.00% | +48 | New |
| Webster Bank, N. A. | 48 | $12.5K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 48 | $12.5K | 0.00% | +48 | New |
| HHM Wealth Advisors, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 51 | $13.1K | 0.00% | −2−3.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 51 | $13.2K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 51 | $13.2K | 0.00% | +51 | New |
| Loomis Sayles & Co L P | 53 | $14.0K | 0.00% | +53 | New |
| Glassman Wealth Services | 54 | $14.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 55 | $14.3K | 0.00% | +20+57.1% | Added |
| Frazier Financial Advisors, LLC | 55 | $14.3K | 0.01% | +55 | New |
| Nemes Rush Group LLC | 58 | $15.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 58 | $15.1K | 0.00% | +17+41.5% | Added |
| Brown, Lisle/Cummings, Inc. | 60 | $15.6K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 63 | $16.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $16.1K | 0.01% | +62 | New |
| Private Wealth Management Group, LLC | 67 | $17.4K | 0.01% | +67 | New |
| Advisory Services Network, LLC | 67 | $17.5K | 0.00% | +67 | New |
| JNBA Financial Advisors | 74 | $19.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 75 | $19.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 79 | $20.5K | 0.00% | −11−12.2% | Reduced |
| Quarry LP | 84 | $21.8K | 0.01% | −1,134−93.1% | Reduced |
| HM Payson & Co | 89 | $23.1K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 90 | $23.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 94 | $24.1K | 0.00% | −2−2.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 93 | $24.1K | 0.00% | −202−68.5% | Reduced |
| Aspect Partners, LLC | 93 | $24.1K | 0.02% | +93 | New |
| Hexagon Capital Partners LLC | 94 | $24.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 99 | $25.6K | 0.00% | +99 | New |
| First Manhattan Co | 100 | $26.2K | 0.00% | +6+6.4% | Added |
| Umb Bank N A | 105 | $27.3K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 106 | $27.5K | 0.01% | +106 | New |
| Harbour Investments, Inc. | 109 | $28.3K | 0.00% | +91+505.6% | Added |
| Tanglewood Legacy Advisors, LLC | 111 | $28.8K | 0.02% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 114 | $29.6K | 0.01% | +114 | New |
| Smartleaf Asset Management LLC | 114 | $29.7K | 0.01% | +114 | New |
| GeoWealth Management, LLC | 121 | $31.0K | 0.00% | +121 | New |
| Lindbrook Capital, LLC | 120 | $31.1K | 0.00% | +15+14.3% | Added |