| Addison Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| CFS Investment Advisory Services, LLC | 85,914 | $0 | 0.00% | +85,914 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $197 | 0.00% | – | New |
| Cullen/Frost Bankers, Inc. | 7 | $1.00K | 0.00% | −185−96.4% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $1.00K | 0.00% | +4 | New |
| Alaska Permanent Fund Corp | 5 | $1.00K | 0.00% | +5 | New |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 8 | $1.58K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $2.00K | 0.00% | −24−70.6% | Reduced |
| Ellevest, Inc. | 10 | $2.00K | 0.00% | −17−63.0% | Reduced |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $2.00K | 0.00% | +8 | New |
| Moisand Fitzgerald Tamayo, LLC | 12 | $2.00K | 0.00% | +12 | New |
| CNB Bank | 12 | $2.00K | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 13 | $2.60K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 17 | $3.00K | 0.00% | −38−69.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 17 | $3.00K | 0.00% | +7+70.0% | Added |
| Bedel Financial Consulting, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $3.00K | 0.00% | +5+45.5% | Added |
| Financial Enhancement Group LLC | 13 | $3.00K | 0.00% | +13 | New |
| Disciplined Investments, LLC | 13 | $3.00K | 0.00% | +13 | New |
| Laffer Tengler Investments | 18 | $3.55K | 0.00% | +18 | New |
| Tarbox Family Office, Inc. | 21 | $4.00K | 0.00% | −19−47.5% | Reduced |
| Earnest Partners LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 25 | $5.00K | 0.00% | −225−90.0% | Reduced |
| Lake Point Wealth Management | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 25 | $5.00K | 0.00% | +25 | New |
| MV Capital Management, Inc. | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 31 | $6.00K | 0.00% | +31 | New |
| Heritage Wealth Advisors | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 42 | $7.00K | 0.00% | +42 | New |
| Smithfield Trust Co | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 39 | $8.00K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 41 | $8.00K | 0.00% | +33+412.5% | Added |
| Alaethes Wealth LLC | 41 | $8.00K | 0.01% | +41 | New |
| Washington Trust Advisors, Inc. | 44 | $9.00K | 0.00% | −2−4.3% | Reduced |
| Simplex Trading, LLC | 51 | $10.0K | 0.00% | +51 | New |
| First Horizon Advisors, Inc. | 63 | $12.0K | 0.00% | −287−82.0% | Reduced |
| HHM Wealth Advisors, LLC | 63 | $12.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 63 | $12.4K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 67 | $13.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 71 | $14.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 77 | $15.0K | 0.00% | −49−38.9% | Reduced |
| First Personal Financial Services | 75 | $15.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 77 | $15.0K | 0.01% | +14+22.2% | Added |
| Private Capital Group, LLC | 76 | $15.0K | 0.00% | +15+24.6% | Added |
| Hantz Financial Services, Inc. | 75 | $15.0K | 0.00% | +58+341.2% | Added |
| MUFG Americas Holdings Corp | 83 | $16.0K | 0.00% | −53−39.0% | Reduced |
| Versant Capital Management, Inc | 83 | $16.0K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 80 | $16.0K | 0.01% | +54+207.7% | Added |
| JFS Wealth Advisors, LLC | 86 | $17.0K | 0.00% | +71+473.3% | Added |
| Rockbridge Investment Management, LCC | 87 | $17.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 103 | $20.0K | 0.00% | +7+7.3% | Added |
| TCI Wealth Advisors, Inc. | 106 | $21.0K | 0.00% | +16+17.8% | Added |
| First National Bank of South Miami | 123 | $24.0K | 0.01% | −37−23.1% | Reduced |
| Arrow Financial Corp | 120 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 142 | $27.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 141 | $28.0K | 0.01% | +135+2,250.0% | Added |
| Kings Point Capital Management | 148 | $29.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 151 | $30.0K | 0.01% | +9+6.3% | Added |
| Assetmark, Inc | 154 | $30.0K | 0.00% | +137+805.9% | Added |
| Atticus Wealth Management, LLC | 155 | $31.0K | 0.01% | −200−56.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 155 | $31.0K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 170 | $33.0K | 0.03% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 170 | $33.0K | 0.01% | +170 | New |
| Ossiam | 178 | $35.0K | 0.00% | −3,871−95.6% | Reduced |
| BerganKDV Wealth Management, LLC | 179 | $35.0K | 0.00% | −12−6.3% | Reduced |
| Gemmer Asset Management LLC | 179 | $35.0K | 0.00% | +4+2.3% | Added |
| Quadrant Capital Group LLC | 212 | $42.0K | 0.01% | +2+1.0% | Added |
| Anchor Investment Management, LLC | 215 | $42.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 231 | $43.0K | 0.00% | +231 | New |
| Quent Capital, LLC | 222 | $44.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 225 | $44.0K | 0.03% | +225 | New |
| TCWP LLC | 233 | $45.0K | 0.01% | −28,553−99.2% | Reduced |
| Duncker Streett & Co Inc | 227 | $45.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 244 | $48.0K | 0.01% | +13+5.6% | Added |
| Endurance Wealth Management, Inc. | 250 | $49.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 238 | $49.5K | 0.00% | −43−15.3% | Reduced |
| Column Capital Advisors, LLC | 254 | $50.0K | 0.01% | 00.0% | Unchanged |