| Avion Wealth | 2 | $0 | 0.00% | −11−84.6% | Reduced |
| VitalStone Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $99 | 0.00% | −68−100.0% | Reduced |
| Manchester Capital Management LLC | 1 | $260 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $260 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $321 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 2 | $519 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $778 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 3 | $778 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Steward Financial Group LLC | 7 | $1.00K | 0.00% | +7 | New |
| Baystate Wealth Management LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $1.30K | 0.00% | −367−98.7% | Reduced |
| Tucker Asset Management LLC | 5 | $1.30K | 0.00% | −1−16.7% | Reduced |
| SJS Investment Consulting Inc. | 5 | $1.30K | 0.00% | +1+25.0% | Added |
| Authentikos Wealth Advisory, LLC | 5 | $1.30K | 0.00% | +5 | New |
| DT Investment Partners, LLC | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $1.81K | 0.00% | −4−36.4% | Reduced |
| Red Tortoise LLC | 7 | $1.81K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 7 | $1.81K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7 | $1.82K | 0.00% | +4+133.3% | Added |
| Column Capital Advisors, LLC | 7 | $1.82K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $2.00K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 8 | $2.07K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9 | $2.33K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $2.59K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $2.59K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $2.60K | 0.00% | +10 | New |
| Abound Wealth Management | 11 | $2.85K | 0.00% | +2+22.2% | Added |
| Smithfield Trust Co | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $3.00K | 0.00% | −4−26.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $3.11K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 14 | $3.63K | 0.00% | −27−65.9% | Reduced |
| Hollencrest Capital Management | 15 | $3.89K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $3.89K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 15 | $3.89K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 15 | $3.89K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $4.00K | 0.00% | +15 | New |
| West Branch Capital LLC | 16 | $4.15K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 17 | $4.41K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 18 | $4.67K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 18 | $4.67K | 0.00% | +5+38.5% | Added |
| Rosenberg Matthew Hamilton | 19 | $4.93K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 19 | $4.93K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $5.18K | 0.00% | −13−39.4% | Reduced |
| Sittner & Nelson, LLC | 21 | $5.45K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 22 | $5.70K | 0.00% | +1+4.8% | Added |
| Lindbrook Capital, LLC | 24 | $6.22K | 0.00% | −80−76.9% | Reduced |
| Umb Bank N A | 24 | $6.22K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 24 | $6.22K | 0.00% | +24 | New |
| Colonial Trust Advisors | 24 | $6.24K | 0.00% | +1+4.3% | Added |
| Financial Synergies Wealth Advisors, Inc. | 25 | $6.48K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 26 | $6.74K | 0.00% | −25−49.0% | Reduced |
| Harvest Fund Management Co., Ltd | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 28 | $7.26K | 0.00% | −79−73.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 29 | $7.52K | 0.00% | −54−65.1% | Reduced |
| Marquette Asset Management, LLC | 29 | $7.52K | 0.00% | +4+16.0% | Added |
| Baker Avenue Asset Management, LP | 30 | $7.78K | 0.00% | −9−23.1% | Reduced |
| Hexagon Capital Partners LLC | 30 | $7.78K | 0.00% | +30 | New |
| Ronald Blue Trust, Inc. | 26 | $8.00K | 0.00% | +25+2,500.0% | Added |
| Farmers & Merchants Investments Inc | 31 | $8.04K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 32 | $8.30K | 0.00% | +12+60.0% | Added |
| Earnest Partners LLC | 35 | $9.07K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 38 | $9.85K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 39 | $10.1K | 0.00% | +21+116.7% | Added |
| Hillsdale Investment Management Inc. | 40 | $10.4K | 0.00% | −1,100−96.5% | Reduced |
| ORG Partners LLC | 44 | $11.4K | 0.00% | +44 | New |
| Larson Financial Group LLC | 45 | $11.7K | 0.00% | +24+114.3% | Added |
| Rise Advisors, LLC | 45 | $11.7K | 0.01% | −26−36.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 50 | $12.9K | 0.01% | +50 | New |
| Level Financial Advisors, Inc. | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 50 | $13.0K | 0.00% | +3+6.4% | Added |
| FinTrust Capital Advisors, LLC | 50 | $13.0K | 0.00% | +34+212.5% | Added |
| Beacon Capital Management, LLC | 41 | $13.2K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 52 | $13.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 53 | $13.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 54 | $14.0K | 0.00% | +54 | New |
| Federation des caisses Desjardins du Quebec | 54 | $14.0K | 0.00% | −125−69.8% | Reduced |
| Quent Capital, LLC | 56 | $14.6K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 62 | $16.1K | 0.00% | −14−18.4% | Reduced |
| Whittier Trust Co | 62 | $16.1K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 64 | $16.6K | 0.01% | −1−1.5% | Reduced |
| Quadrant Capital Group LLC | 68 | $17.6K | 0.00% | −9−11.7% | Reduced |
| Picton Mahoney Asset Management | 70 | $18.0K | 0.00% | −27,011−99.7% | Reduced |
| Kapitalo Investimentos Ltda | 70 | $18.1K | 0.00% | +70 | New |
| Stephenson National Bank & Trust | 72 | $18.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 74 | $19.0K | 0.00% | +74 | New |
| Anchor Investment Management, LLC | 80 | $20.7K | 0.00% | +80 | New |
| Tradition Wealth Management, LLC | 82 | $21.0K | 0.00% | +1+1.2% | Added |
| Jamison Private Wealth Management, Inc. | 89 | $23.1K | 0.00% | +89 | New |
| Creative Financial Designs Inc | 90 | $23.4K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 91 | $24.0K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 94 | $24.4K | 0.01% | +94 | New |
| Clear Investment Research, LLC | 98 | $25.5K | 0.04% | 00.0% | Unchanged |
| AM Squared Ltd | 100 | $25.9K | 0.04% | −100−50.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $25.9K | 0.00% | 00.0% | Unchanged |
