| Baystate Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $137 | 0.00% | – | – |
| Retirement Group, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 20 | $1.00K | 0.00% | +20 | New |
| Global Financial Private Client, LLC | 25 | $1.75K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 35 | $2.00K | 0.00% | +35 | New |
| Massmutual Trust Co FSB | 49 | $3.00K | 0.00% | +6+14.0% | Added |
| BerganKDV Wealth Management, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 53 | $3.00K | 0.00% | +53 | New |
| Bell Investment Advisors, Inc | 44 | $3.00K | 0.00% | +44 | New |
| Raffa Wealth Management, LLC | 47 | $3.23K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 60 | $4.00K | 0.00% | −6,019−99.0% | Reduced |
| Harbor Investment Advisory, LLC | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 59 | $4.00K | 0.00% | +59 | New |
| Antonetti Capital Management LLC | 60 | $4.00K | 0.00% | +60 | New |
| MCF Advisors LLC | 61 | $4.00K | 0.00% | +61 | New |
| Optiver Holding B.V. | 60 | $4.00K | 0.00% | +60 | New |
| Versant Capital Management, Inc | 67 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 76 | $5.00K | 0.00% | +31+68.9% | Added |
| Manchester Capital Management LLC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 91 | $6.00K | 0.00% | +18+24.7% | Added |
| Sutton Wealth Advisors Inc. | 92 | $6.33K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 105 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 110 | $7.00K | 0.00% | +110 | New |
| Red Tortoise LLC | 154 | $7.00K | 0.01% | +154 | New |
| Truvestments Capital LLC | 110 | $8.00K | 0.00% | −39−26.2% | Reduced |
| Peoples Financial Services Corp. | 117 | $8.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 114 | $8.00K | 0.00% | +114 | New |
| Delta Asset Management LLC | 136 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 149 | $10.0K | 0.00% | −13−8.0% | Reduced |
| Archer Investment Corp | 158 | $10.9K | 0.00% | +158 | New |
| Center for Financial Planning, Inc. | 163 | $11.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 163 | $11.0K | 0.00% | +163 | New |
| South State Corp. | 167 | $12.0K | 0.00% | +167 | New |
| Cahill Financial Advisors Inc | 180 | $12.0K | 0.00% | +180 | New |
| Meridian Wealth Partners, LLC | 181 | $12.0K | 0.00% | +181 | New |
| American Portfolios Advisors | 184 | $12.7K | 0.00% | +36+24.3% | Added |
| McIlrath & Eck, LLC | 185 | $13.0K | 0.00% | −57−23.6% | Reduced |
| CKW Financial Group | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 210 | $14.0K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 218 | $15.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 213 | $15.0K | 0.00% | +6+2.9% | Added |
| Annapolis Financial Services, LLC | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 247 | $17.0K | 0.00% | +3+1.2% | Added |
| Charter Oak Capital Management, LLC | 246 | $17.0K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 278 | $19.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 291 | $20.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 291 | $20.0K | 0.01% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 300 | $21.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 319 | $22.0K | 0.01% | −993−75.7% | Reduced |
| Evoke Wealth, LLC | 329 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 326 | $22.0K | 0.00% | +38+13.2% | Added |
| Advisors Asset Management, Inc. | 345 | $24.0K | 0.00% | −1,161−77.1% | Reduced |
| IMA Wealth, Inc. | 350 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 379 | $26.0K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 390 | $27.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 390 | $27.0K | 0.00% | +1+0.3% | Added |
| CX Institutional | 390 | $27.0K | 0.00% | +63+19.3% | Added |
| HBC Financial Services, PLLC | 400 | $28.0K | 0.02% | −400−50.0% | Reduced |
| Reilly Financial Advisors, LLC | 405 | $28.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 443 | $30.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 460 | $32.0K | 0.01% | +3+0.7% | Added |
| Achmea Investment Management B.V. | 468 | $32.0K | 0.00% | +468 | New |
| Valley National Advisers Inc | 500 | $34.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $34.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 525 | $36.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 545 | $37.0K | 0.00% | +145+36.3% | Added |
| NEXT Financial Group, Inc | 585 | $40.0K | 0.00% | +10+1.7% | Added |
| American National Bank | 639 | $44.0K | 0.01% | −200−23.8% | Reduced |
| NuWave Investment Management, LLC | 656 | $45.0K | 0.05% | −384−36.9% | Reduced |
| Glen Eagle Advisors, LLC | 725 | $49.8K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 742 | $51.0K | 0.01% | +61+9.0% | Added |
| Oakworth Capital, Inc. | 763 | $52.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 764 | $53.0K | 0.00% | −85−10.0% | Reduced |
| First Horizon Advisors, Inc. | 774 | $53.0K | 0.00% | +272+54.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 820 | $56.0K | 0.00% | −114,584−99.3% | Reduced |
| Parkside Financial Bank & Trust | 812 | $56.0K | 0.02% | −66−7.5% | Reduced |
| TCI Wealth Advisors, Inc. | 833 | $57.0K | 0.01% | +161+24.0% | Added |
| Acadian Asset Management LLC | 862 | $59.0K | 0.00% | +862 | New |
| First Mercantile Trust Co | 890 | $61.0K | 0.01% | −49−5.2% | Reduced |
| Assetmark, Inc | 929 | $64.0K | 0.00% | −240−20.5% | Reduced |
| Fieldpoint Private Securities, LLC | 990 | $68.0K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 965 | $68.0K | 0.00% | +12+1.3% | Added |
| Washington Trust Co | 1,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,019 | $70.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,013 | $71.0K | 0.00% | −4,000−79.8% | Reduced |
| Covington Capital Management | 1,031 | $71.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,055 | $73.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,091 | $75.0K | 0.00% | −26−2.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,100 | $76.0K | 0.00% | −4,400−80.0% | Reduced |
