| Lazard Asset Management LLC | 9 | $0 | 0.00% | −9,911−99.9% | Reduced |
| GW&K Investment Management, LLC | 4 | $0 | 0.00% | −12−75.0% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | New |
| Toronto Dominion Bank | 1 | $94 | 0.00% | −24,062−100.0% | Reduced |
| Cornerstone Planning Group LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $94 | 0.00% | +1 | New |
| Johnson Financial Group, Inc. | 1 | $94 | 0.00% | +1 | New |
| Tucker Asset Management LLC | 2 | $187 | 0.00% | −8−80.0% | Reduced |
| First Manhattan Co | 3 | $280 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 3 | $281 | 0.00% | −5−62.5% | Reduced |
| SJS Investment Consulting Inc. | 3 | $281 | 0.00% | −1−25.0% | Reduced |
| Gradient Investments LLC | 3 | $281 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3 | $281 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $374 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $374 | 0.00% | +1+33.3% | Added |
| Allspring Global Investments Holdings, LLC | 5 | $468 | 0.00% | −4,321−99.9% | Reduced |
| Clean Yield Group | 5 | $468 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 5 | $468 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $468 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $562 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 7 | $655 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 9 | $843 | 0.00% | +9 | New |
| Rakuten Securities, Inc. | 10 | $936 | 0.00% | +10 | New |
| FNY Investment Advisers, LLC | 15 | $1.00K | 0.00% | −70−82.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Cape Investment Advisory, Inc. | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 12 | $1.12K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $1.12K | 0.00% | +4+50.0% | Added |
| Trifecta Capital Advisors, LLC | 12 | $1.12K | 0.00% | +12 | New |
| Dunhill Financial, LLC | 14 | $1.30K | 0.00% | +14 | New |
| JJJ Advisors Inc. | 14 | $1.31K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 15 | $1.40K | 0.00% | −20−57.1% | Reduced |
| JFS Wealth Advisors, LLC | 15 | $1.40K | 0.00% | −5−25.0% | Reduced |
| Arrow Financial Corp | 15 | $1.40K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $1.40K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 16 | $1.50K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 16 | $1.50K | 0.00% | +16 | New |
| Whittier Trust Co of Nevada Inc | 17 | $1.59K | 0.00% | −4−19.0% | Reduced |
| Whittier Trust Co | 18 | $1.68K | 0.00% | −15−45.5% | Reduced |
| Missouri Trust & Investment Co | 18 | $1.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $1.78K | 0.00% | +6+46.2% | Added |
| Venturi Wealth Management, LLC | 20 | $1.87K | 0.00% | +20 | New |
| Private Trust Co NA | 21 | $1.97K | 0.00% | −6−22.2% | Reduced |
| AlphaMark Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 24 | $2.25K | 0.00% | −24−50.0% | Reduced |
| Tradewinds Capital Management, LLC | 24 | $2.25K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $2.34K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $2.34K | 0.00% | +25 | New |
| Naples Money Management LLC | 25 | $2.34K | 0.00% | +25 | New |
| IFP Advisors, Inc | 27 | $2.53K | 0.00% | −3−10.0% | Reduced |
| McIlrath & Eck, LLC | 27 | $2.53K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $2.59K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 28 | $2.62K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 30 | $2.81K | 0.00% | −50−62.5% | Reduced |
| ICA Group Wealth Management, LLC | 30 | $2.81K | 0.00% | +30 | New |
| Rise Advisors, LLC | 31 | $2.90K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 32 | $3.00K | 0.00% | +32 | New |
| Smithfield Trust Co | 35 | $3.00K | 0.00% | −680−95.1% | Reduced |
| Cohen & Steers, Inc. | 29 | $3.00K | 0.00% | −14−32.6% | Reduced |
| Financial Management Professionals, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $3.28K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 35 | $3.28K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 35 | $3.28K | 0.00% | +27+337.5% | Added |
| Sachetta, LLC | 35 | $3.28K | 0.00% | +35 | New |
| Investment Research & Advisory Group, Inc. | 38 | $3.56K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 40 | $3.74K | 0.00% | +21+110.5% | Added |
| TD Waterhouse Canada Inc. | 44 | $3.78K | 0.00% | −3−6.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 43 | $4.00K | 0.00% | −24−35.8% | Reduced |
| RFP Financial Group LLC | 44 | $4.12K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 44 | $4.12K | 0.00% | +44 | New |
| Creative Financial Designs Inc | 50 | $4.68K | 0.00% | +50 | New |
| Readystate Asset Management LP | 57 | $5.33K | 0.00% | −4,955−98.9% | Reduced |
| Versant Capital Management, Inc | 60 | $5.62K | 0.00% | +37+160.9% | Added |
| TD Private Client Wealth LLC | 62 | $5.80K | 0.00% | +17+37.8% | Added |
| Eagle Bay Advisors LLC | 62 | $5.80K | 0.00% | +62 | New |
| Oliver Lagore Vanvalin Investment Group | 64 | $5.99K | 0.00% | +64 | New |
| Ronald Blue Trust, Inc. | 41 | $6.00K | 0.00% | +15+57.7% | Added |
| Sunbelt Securities, Inc. | 67 | $6.27K | 0.00% | −34−33.7% | Reduced |
| Armstrong Advisory Group, Inc | 73 | $6.83K | 0.00% | −249−77.3% | Reduced |
| Harbour Investments, Inc. | 74 | $6.93K | 0.00% | +4+5.7% | Added |
| Spire Wealth Management | 100 | $6.93K | 0.00% | −4−3.8% | Reduced |
| Provenance Wealth Advisors, LLC | 75 | $7.02K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 75 | $7.02K | 0.00% | +75 | New |
| LGT Financial Advisors LLC | 81 | $7.58K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 86 | $8.00K | 0.00% | −5,582−98.5% | Reduced |
| Lindbrook Capital, LLC | 89 | $8.33K | 0.00% | +48+117.1% | Added |
| EverSource Wealth Advisors, LLC | 91 | $8.52K | 0.00% | +67+279.2% | Added |
| Umb Bank N A | 91 | $8.52K | 0.00% | −721−88.8% | Reduced |
| Massmutual Trust Co FSB | 92 | $8.61K | 0.00% | −121−56.8% | Reduced |
| Parkside Financial Bank & Trust | 93 | $8.71K | 0.00% | +39+72.2% | Added |
| Global Retirement Partners, LLC | 125 | $9.10K | 0.00% | −1−0.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 100 | $9.36K | 0.00% | −38−27.5% | Reduced |
| Hollencrest Capital Management | 100 | $9.36K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $9.36K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 100 | $9.36K | 0.01% | +100 | New |
| Creekmur Asset Management LLC | 100 | $9.36K | 0.00% | +100 | New |
