| Lazard Asset Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Sofos Investments, Inc. | 0 | $17 | 0.00% | 0 | New |
| Cornerstone Planning Group LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $71 | 0.00% | −34−97.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 2 | $142 | 0.00% | −22−91.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $142 | 0.00% | −3−60.0% | Reduced |
| Tucker Asset Management LLC | 2 | $142 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 3 | $212 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $213 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $213 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 3 | $213 | 0.00% | +3 | New |
| Clean Yield Group | 5 | $355 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 5 | $355 | 0.00% | +5 | New |
| Elequin Capital LP | 5 | $355 | 0.00% | +5 | New |
| Wetzel Investment Advisors, Inc. | 8 | $459 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 6 | $562 | 0.00% | +6 | New |
| Abound Wealth Management | 9 | $639 | 0.00% | +3+50.0% | Added |
| Cape Investment Advisory, Inc. | 11 | $781 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 13 | $923 | 0.00% | −18−58.1% | Reduced |
| Global Assets Advisory, LLC | 71,315 | $1.00K | 0.05% | +71,315 | New |
| Dunhill Financial, LLC | 15 | $1.04K | 0.00% | +1+7.1% | Added |
| IFP Advisors, Inc | 15 | $1.06K | 0.00% | −12−44.4% | Reduced |
| Arrow Financial Corp | 15 | $1.06K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 15 | $1.06K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 16 | $1.14K | 0.00% | −1−5.9% | Reduced |
| Principal Securities, Inc. | 16 | $1.14K | 0.00% | −125−88.7% | Reduced |
| Lindbrook Capital, LLC | 16 | $1.14K | 0.00% | −73−82.0% | Reduced |
| Magellan Asset Management Ltd | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $1.21K | 0.00% | +14+466.7% | Added |
| Whittier Trust Co | 18 | $1.27K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $1.28K | 0.00% | −74−80.4% | Reduced |
| Missouri Trust & Investment Co | 18 | $1.28K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19 | $1.35K | 0.00% | −21−52.5% | Reduced |
| Manchester Capital Management LLC | 20 | $1.42K | 0.00% | −269−93.1% | Reduced |
| Parkside Financial Bank & Trust | 23 | $1.63K | 0.00% | −70−75.3% | Reduced |
| Tradewinds Capital Management, LLC | 24 | $1.70K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $1.77K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 25 | $1.77K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 33 | $2.00K | 0.00% | −163−83.2% | Reduced |
| Smithfield Trust Co | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 30 | $2.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 30 | $2.13K | 0.00% | +15+100.0% | Added |
| Carmichael Hill & Associates, Inc. | 30 | $2.13K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 32 | $2.27K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 32 | $2.27K | 0.00% | −35−52.2% | Reduced |
| Carolina Wealth Advisors, LLC | 32 | $2.27K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 33 | $2.34K | 0.00% | −140−80.9% | Reduced |
| Global Financial Private Client, LLC | 35 | $2.48K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 35 | $2.48K | 0.00% | +35 | New |
| Northwest Investment Counselors, LLC | 36 | $2.56K | 0.00% | +36 | New |
| TD Waterhouse Canada Inc. | 37 | $2.59K | 0.00% | −7−15.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 38 | $2.70K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 39 | $2.77K | 0.00% | +39 | New |
| Financial Management Professionals, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 52 | $3.05K | 0.00% | −39−42.9% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 43 | $3.05K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 45 | $3.19K | 0.00% | +30+200.0% | Added |
| Allworth Financial LP | 46 | $3.27K | 0.00% | −170−78.7% | Reduced |
| Sachetta, LLC | 35 | $3.28K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $3.55K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 50 | $3.55K | 0.00% | +25+100.0% | Added |
| Sandy Spring Bank | 50 | $3.55K | 0.00% | +50 | New |
| Harbour Investments, Inc. | 51 | $3.62K | 0.00% | −23−31.1% | Reduced |
| Scarborough Advisors, LLC | 80 | $5.68K | 0.00% | +5+6.7% | Added |
| LGT Financial Advisors LLC | 81 | $5.75K | 0.01% | 00.0% | Unchanged |
| Shell Asset Management Co | 235 | $6.00K | 0.00% | −14,549−98.4% | Reduced |
| Spire Wealth Management | 95 | $6.77K | 0.00% | −5−5.0% | Reduced |
| Armstrong Advisory Group, Inc | 73 | $6.83K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $7.10K | 0.00% | −8−7.4% | Reduced |
| Orion Capital Management LLC | 100 | $7.10K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 100 | $7.10K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 109 | $7.74K | 0.00% | +109 | New |
| Ci Investments Inc. | 110 | $8.00K | 0.00% | +24+27.9% | Added |
| Umb Bank N A | 117 | $8.30K | 0.00% | +26+28.6% | Added |
| Global Retirement Partners, LLC | 120 | $8.52K | 0.00% | −5−4.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 127 | $9.02K | 0.00% | +7+5.8% | Added |
| Millburn Ridgefield Corp | 129 | $9.16K | 0.00% | +18+16.2% | Added |
| Catalyst Capital Advisors LLC | 129 | $9.16K | 0.00% | +18+16.2% | Added |
| First Personal Financial Services | 130 | $9.23K | 0.00% | +130 | New |
| Parallel Advisors, LLC | 144 | $10.2K | 0.00% | −152−51.4% | Reduced |
| Westside Investment Management, Inc. | 150 | $10.6K | 0.00% | −120−44.4% | Reduced |
| CWM, LLC | 153 | $11.0K | 0.00% | −1,097−87.8% | Reduced |
| Partnership Wealth Management, LLC | 155 | $11.0K | 0.01% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 168 | $11.9K | 0.01% | +168 | New |
| Hall Laurie J Trustee | 165 | $12.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 240 | $12.6K | 0.00% | +240 | New |
| Optimum Investment Advisors | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 213 | $15.1K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 233 | $16.5K | 0.00% | −400−63.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 287 | $20.4K | 0.00% | +287 | New |
| Pickering Energy Partners LP | 300 | $21.3K | 0.24% | +300 | New |
| Nomura Asset Management Co Ltd | 310 | $22.0K | 0.00% | +310 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 415 | $22.6K | 0.00% | 00.0% | Unchanged |