| Ronald Blue Trust, Inc. | 2 | $0 | 0.00% | −21−91.3% | Reduced |
| Front Row Advisors LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 80,000 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $44 | 0.00% | −10−100.0% | Reduced |
| Albion Financial Group | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2 | $146 | 0.00% | −1,833−99.9% | Reduced |
| FMR LLC | 2 | $146 | 0.00% | −1−33.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 2 | $146 | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 2 | $146 | 0.00% | +2 | New |
| Abound Wealth Management | 3 | $220 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 6 | $413 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $439 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $730 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $730 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $803 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 11 | $803 | 0.00% | +11 | New |
| Carmichael Hill & Associates, Inc. | 12 | $842 | 0.00% | +1+9.1% | Added |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +7 | New |
| Steward Partners Investment Advisory, LLC | 17 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $1.24K | 0.00% | −11−39.3% | Reduced |
| Farmers & Merchants Investments Inc | 20 | $1.46K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 20 | $1.46K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $1.46K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 20 | $1.46K | 0.00% | +20 | New |
| Salem Investment Counselors Inc | 21 | $1.52K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 21 | $1.53K | 0.00% | +21 | New |
| Princeton Global Asset Management LLC | 21 | $1.56K | 0.00% | +21 | New |
| AdvisorNet Financial, Inc | 25 | $1.82K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 26 | $1.90K | 0.00% | −4−13.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 26 | $1.90K | 0.00% | +1+4.0% | Added |
| Rise Advisors, LLC | 26 | $1.92K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 22 | $2.00K | 0.00% | −378−94.5% | Reduced |
| Toronto Dominion Bank | 29 | $2.00K | 0.00% | +29 | New |
| Kozak & Associates, Inc. | 28 | $2.08K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 21 | $2.13K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $2.19K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 32 | $2.30K | 0.00% | +1+3.2% | Added |
| Riggs Asset Managment Co. Inc. | 35 | $2.56K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $2.92K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 42 | $3.07K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 45 | $3.29K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 45 | $3.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $3.59K | 0.00% | +12+33.3% | Added |
| Piershale Financial Group, Inc. | 50 | $3.65K | 0.00% | +50 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $3.65K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 50 | $3.65K | 0.00% | +50 | New |
| Winch Advisory Services, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 49 | $4.00K | 0.00% | +1+2.1% | Added |
| Quadrant Capital Group LLC | 56 | $4.09K | 0.00% | +21+60.0% | Added |
| Allworth Financial LP | 57 | $4.13K | 0.00% | −1−1.7% | Reduced |
| Stonebridge Capital Advisors LLC | 57 | $4.16K | 0.00% | −25−30.5% | Reduced |
| Baystate Wealth Management LLC | 60 | $4.41K | 0.00% | −28−31.8% | Reduced |
| Geneos Wealth Management Inc. | 70 | $5.11K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 75 | $5.48K | 0.00% | −42−35.9% | Reduced |
| Massmutual Trust Co FSB | 86 | $6.28K | 0.00% | +76+760.0% | Added |
| Retirement Group, LLC | 96 | $7.01K | 0.00% | −9−8.6% | Reduced |
| Parkside Financial Bank & Trust | 98 | $7.16K | 0.00% | +46+88.5% | Added |
| Sugarloaf Wealth Management, LLC | 99 | $7.23K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $7.30K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 103 | $7.52K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 106 | $7.78K | 0.00% | −55−34.2% | Reduced |
| PSI Advisors, LLC | 110 | $8.03K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 130 | $9.49K | 0.00% | −16−11.0% | Reduced |
| Spire Wealth Management | 141 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 158 | $11.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 163 | $11.9K | 0.00% | +2+1.2% | Added |
| Clean Yield Group | 169 | $12.4K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 173 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 188 | $13.7K | 0.01% | +188 | New |
| Farther Finance Advisors, LLC | 198 | $14.5K | 0.00% | +2+1.0% | Added |
| MRP Capital Investments, LLC | 200 | $14.6K | 0.01% | −225−52.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 203 | $14.8K | 0.01% | +2+1.0% | Added |
| Signaturefd, LLC | 211 | $15.4K | 0.00% | −107−33.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 221 | $16.1K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 222 | $16.2K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 224 | $16.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 228 | $16.9K | 0.00% | +228 | New |
| Harbour Investments, Inc. | 238 | $17.4K | 0.00% | −610−71.9% | Reduced |
| Horrell Capital Management, Inc. | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 250 | $18.3K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 281 | $20.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 301 | $22.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 318 | $23.2K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 336 | $24.6K | 0.00% | +2+0.6% | Added |
| Independence Bank of Kentucky | 350 | $25.6K | 0.01% | +350 | New |
| Level Financial Advisors, Inc. | 370 | $27.0K | 0.02% | +70+23.3% | Added |
| Fifth Third Bancorp | 375 | $27.4K | 0.00% | +240+177.8% | Added |
| Federated Hermes, Inc. | 388 | $28.3K | 0.00% | −8,791−95.8% | Reduced |
| Baldwin Brothers Inc | 425 | $31.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 475 | $34.7K | 0.00% | +157+49.4% | Added |
| Cape Investment Advisory, Inc. | 491 | $35.8K | 0.02% | +436+792.7% | Added |
| Central Trust Co | 511 | $37.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,310 | $49.6K | 0.00% | −122−8.5% | Reduced |
| BerganKDV Wealth Management, LLC | 698 | $50.9K | 0.01% | −94−11.9% | Reduced |
| Loomis Sayles & Co L P | 1,022 | $75.0K | 0.00% | +412+67.5% | Added |
| Toth Financial Advisory Corp | 1,048 | $76.5K | 0.01% | −74−6.6% | Reduced |
| Bollard Group LLC | 1,265 | $92.0K | 0.00% | +31+2.5% | Added |
| Shell Asset Management Co | 1,310 | $96.0K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,526 | $111.4K | 0.00% | +122+8.7% | Added |
