| Cornerstone Planning Group LLC | 1 | $130 | 0.00% | −8−88.9% | Reduced |
| True Wealth Design, LLC | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $130 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 3 | $388 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $389 | 0.00% | −8−72.7% | Reduced |
| SRS Capital Advisors, Inc. | 3 | $389 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $389 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3 | $389 | 0.00% | +3 | New |
| Larson Financial Group LLC | 4 | $518 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $519 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $519 | 0.00% | +1+33.3% | Added |
| Clean Yield Group | 5 | $623 | 0.00% | −3−37.5% | Reduced |
| Clearstead Advisors, LLC | 5 | $648 | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 6 | $735 | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $778 | 0.00% | −1−14.3% | Reduced |
| Lee Financial Co | 6 | $778 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 7 | $907 | 0.00% | +7 | New |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $1.04K | 0.00% | −125−94.0% | Reduced |
| Huntington National Bank | 8 | $1.04K | 0.00% | −213−96.4% | Reduced |
| Bell Investment Advisors, Inc | 8 | $1.04K | 0.00% | +4+100.0% | Added |
| WR Wealth Planners, LLC | 9 | $1.17K | 0.00% | +9 | New |
| Tucker Asset Management LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 10 | $1.29K | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 11 | $1.43K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 13 | $1.68K | 0.00% | −491−97.4% | Reduced |
| Salem Investment Counselors Inc | 15 | $1.94K | 0.00% | −10−40.0% | Reduced |
| Brown Brothers Harriman & Co | 15 | $1.94K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 15 | $1.94K | 0.00% | +15 | New |
| GW&K Investment Management, LLC | 16 | $2.00K | 0.00% | −2−11.1% | Reduced |
| Magellan Asset Management Ltd | 16 | $2.07K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 18 | $2.33K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 18 | $2.33K | 0.00% | −190−91.3% | Reduced |
| Farther Finance Advisors, LLC | 19 | $2.46K | 0.00% | −1−5.0% | Reduced |
| Manchester Capital Management LLC | 20 | $2.59K | 0.00% | −9−31.0% | Reduced |
| JFS Wealth Advisors, LLC | 20 | $2.59K | 0.00% | −9−31.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 21 | $2.72K | 0.00% | −3−12.5% | Reduced |
| Versant Capital Management, Inc | 23 | $2.98K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 24 | $3.11K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 24 | $3.11K | 0.00% | +7+41.2% | Added |
| SOA Wealth Advisors, LLC. | 25 | $3.24K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 27 | $3.50K | 0.00% | −6−18.2% | Reduced |
| McIlrath & Eck, LLC | 27 | $3.50K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 28 | $3.63K | 0.00% | −37−56.9% | Reduced |
| Nemes Rush Group LLC | 28 | $3.63K | 0.00% | +1+3.7% | Added |
| Earnest Partners LLC | 29 | $3.76K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $3.89K | 0.00% | −217−87.9% | Reduced |
| Bessemer Group Inc | 34 | $4.00K | 0.00% | −190−84.8% | Reduced |
| Rise Advisors, LLC | 31 | $4.01K | 0.00% | −29−48.3% | Reduced |
| Carolina Wealth Advisors, LLC | 32 | $4.14K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 33 | $4.27K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 35 | $4.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $4.53K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $4.53K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 36 | $4.66K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 38 | $4.92K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $5.18K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 40 | $5.18K | 0.01% | +37+1,233.3% | Added |
| Lindbrook Capital, LLC | 41 | $5.31K | 0.00% | −627−93.9% | Reduced |
| Beacon Capital Management, LLC | 20 | $5.38K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 44 | $5.70K | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 44 | $5.70K | 0.00% | +44 | New |
| TD Private Client Wealth LLC | 45 | $5.83K | 0.00% | −21−31.8% | Reduced |
| TD Waterhouse Canada Inc. | 47 | $5.98K | 0.00% | −3−6.0% | Reduced |
| Cohen & Steers, Inc. | 43 | $6.00K | 0.00% | −16−27.1% | Reduced |
| Hazlett, Burt & Watson, Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Allworth Financial LP | 47 | $6.09K | 0.00% | +33+235.7% | Added |
| Steward Partners Investment Advisory, LLC | 48 | $6.22K | 0.00% | −58−54.7% | Reduced |
| Sandy Spring Bank | 50 | $6.48K | 0.00% | −11−18.0% | Reduced |
| Sutton Wealth Advisors Inc. | 54 | $6.99K | 0.00% | +2+3.8% | Added |
| Parkside Financial Bank & Trust | 54 | $6.99K | 0.00% | +21+63.6% | Added |
| Ronald Blue Trust, Inc. | 26 | $7.00K | 0.00% | +5+23.8% | Added |
| Quarry LP | 56 | $7.25K | 0.00% | +56 | New |
| FWL Investment Management, LLC | 57 | $7.38K | 0.00% | +57 | New |
| Systematic Financial Management LP | 60 | $7.77K | 0.00% | +60 | New |
| Householder Group Estate & Retirement Specialist, LLC | 67 | $8.68K | 0.00% | +67 | New |
| Milestone Investment Advisors LLC | 68 | $8.81K | 0.00% | +68 | New |
| Millburn Ridgefield Corp | 69 | $8.94K | 0.00% | +69 | New |
| Catalyst Capital Advisors LLC | 69 | $8.94K | 0.00% | +69 | New |
| Harbour Investments, Inc. | 70 | $9.07K | 0.00% | −29−29.3% | Reduced |
| Rational Advisors LLC | 36 | $9.69K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 75 | $9.71K | 0.00% | +75 | New |
| Carmichael Hill & Associates, Inc. | 80 | $10.4K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 81 | $10.5K | 0.01% | +81 | New |
| FNY Investment Advisers, LLC | 85 | $11.0K | 0.01% | +85 | New |
| Headlands Technologies LLC | 94 | $12.2K | 0.01% | +94 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 100 | $13.0K | 0.00% | +100 | New |
| Orion Capital Management LLC | 100 | $13.0K | 0.01% | +100 | New |
| Sunbelt Securities, Inc. | 101 | $13.1K | 0.00% | −111−52.4% | Reduced |
| Spire Wealth Management | 104 | $13.5K | 0.00% | −163−61.0% | Reduced |
| Zions Bancorporation, N.A. | 105 | $13.6K | 0.00% | +80+320.0% | Added |
| Toth Financial Advisory Corp | 108 | $14.0K | 0.00% | −38−26.0% | Reduced |
| Quadrant Capital Group LLC | 118 | $15.3K | 0.00% | −56−32.2% | Reduced |
| Global Retirement Partners, LLC | 126 | $15.8K | 0.00% | +8+6.8% | Added |
| Plante Moran Financial Advisors, LLC | 125 | $16.2K | 0.00% | 00.0% | Unchanged |