| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $185 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $200 | 0.00% | +1 | New |
| Addison Advisors LLC | 2 | $369 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $369 | 0.00% | +2 | New |
| Tradewinds Capital Management, LLC | 3 | $554 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $923 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 6 | $1.00K | 0.00% | −15−71.4% | Reduced |
| Lazard Asset Management LLC | 9 | $1.00K | 0.00% | −3−25.0% | Reduced |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| McElhenny Sheffield Capital Management, LLC | 6 | $1.11K | 0.00% | +6 | New |
| Financial Perspectives, Inc | 7 | $1.33K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $1.66K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.66K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $1.66K | 0.00% | +4+80.0% | Added |
| CVA Family Office, LLC | 10 | $1.85K | 0.00% | −15−60.0% | Reduced |
| SJS Investment Consulting Inc. | 10 | $1.85K | 0.00% | +5+100.0% | Added |
| Steward Financial Group LLC | 13 | $2.00K | 0.00% | +13 | New |
| BerganKDV Wealth Management, LLC | 12 | $2.22K | 0.00% | −7−36.8% | Reduced |
| Aua Capital Management, LLC | 12 | $2.22K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 13 | $2.40K | 0.00% | +13 | New |
| Sofos Investments, Inc. | 185 | $2.60K | 0.03% | −1,475−88.9% | Reduced |
| Oakworth Capital, Inc. | 16 | $2.96K | 0.00% | +16 | New |
| Abound Wealth Management | 16 | $2.96K | 0.00% | +10+166.7% | Added |
| Financial Management Professionals, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $3.00K | 0.00% | +2+16.7% | Added |
| Schubert & Co | 17 | $3.14K | 0.00% | +9+112.5% | Added |
| Annapolis Financial Services, LLC | 18 | $3.32K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $3.32K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $3.39K | 0.00% | +17 | New |
| Solstein Capital, LLC | 19 | $3.51K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 19 | $3.51K | 0.00% | −11−36.7% | Reduced |
| Western Pacific Wealth Management, LP | 20 | $3.69K | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 21 | $3.88K | 0.00% | +12+133.3% | Added |
| Ellevest, Inc. | 22 | $4.06K | 0.00% | −119−84.4% | Reduced |
| MV Capital Management, Inc. | 22 | $4.06K | 0.00% | −11−33.3% | Reduced |
| Geneos Wealth Management Inc. | 23 | $4.25K | 0.00% | +15+187.5% | Added |
| Brown Brothers Harriman & Co | 24 | $4.43K | 0.00% | −262−91.6% | Reduced |
| Cribstone Capital Management, LLC | 26 | $4.80K | 0.00% | −48−64.9% | Reduced |
| Eagle Bay Advisors LLC | 26 | $4.80K | 0.00% | −1−3.7% | Reduced |
| Massmutual Trust Co FSB | 25 | $5.00K | 0.00% | −38−60.3% | Reduced |
| Vigilant Capital Management, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $5.17K | 0.00% | −33−54.1% | Reduced |
| JFS Wealth Advisors, LLC | 28 | $5.17K | 0.00% | −8−22.2% | Reduced |
| Global Financial Private Client, LLC | 28 | $5.17K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 28 | $5.17K | 0.00% | +14+100.0% | Added |
| Logan Capital Management Inc | 30 | $5.17K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 27 | $5.44K | 0.00% | +27 | New |
| Cambridge Trust Co | 40 | $7.00K | 0.00% | −13−24.5% | Reduced |
| Ronald Blue Trust, Inc. | 44 | $8.00K | 0.00% | −6−12.0% | Reduced |
| My Personal CFO, LLC | 44 | $8.13K | 0.01% | +44 | New |
| Rosenberg Matthew Hamilton | 47 | $8.68K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $9.60K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 52 | $9.64K | 0.00% | +52 | New |
| Sugarloaf Wealth Management, LLC | 54 | $9.97K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $10.2K | 0.00% | −9−14.1% | Reduced |
| Quent Capital, LLC | 58 | $10.7K | 0.00% | −157−73.0% | Reduced |
| DT Investment Partners, LLC | 58 | $10.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 62 | $11.0K | 0.00% | −12−16.2% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 69 | $12.7K | 0.00% | +69 | New |
| Barrett & Company, Inc. | 70 | $12.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 70 | $12.9K | 0.00% | +14+25.0% | Added |
| Trust Co of Vermont | 71 | $13.1K | 0.00% | −39−35.5% | Reduced |
| Lindbrook Capital, LLC | 71 | $13.1K | 0.00% | +36+102.9% | Added |
| Baldwin Brothers Inc | 73 | $13.5K | 0.00% | −3−3.9% | Reduced |
| TCI Wealth Advisors, Inc. | 74 | $13.7K | 0.00% | +31+72.1% | Added |
| Jones Financial Companies LLLP | 76 | $14.0K | 0.00% | +76 | New |
| State of Wyoming | 78 | $14.4K | 0.00% | −12−13.3% | Reduced |
| Earnest Partners LLC | 78 | $14.4K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 81 | $15.0K | 0.00% | −7−8.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 89 | $16.0K | 0.02% | −178−66.7% | Reduced |
| Zullo Investment Group, Inc. | 88 | $16.3K | 0.01% | −14−13.7% | Reduced |
| Capital Directions Investment Advisors, LLC | 90 | $16.6K | 0.01% | +90 | Added |
| Centerpoint Advisors, LLC | 92 | $17.0K | 0.01% | +92 | New |
| Newbridge Financial Services Group, Inc. | 96 | $17.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 101 | $18.7K | 0.01% | +101 | New |
| Clearview Wealth Advisors LLC | 107 | $19.9K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 133 | $24.6K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 138 | $25.5K | 0.00% | −83−37.6% | Reduced |
| HM Payson & Co | 140 | $25.9K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 144 | $26.6K | 0.00% | +144 | New |
| Fiduciary Alliance LLC | 151 | $27.9K | 0.01% | +151 | New |
| AlphaMark Advisors, LLC | 150 | $28.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 154 | $28.4K | 0.00% | −100−39.4% | Reduced |
| Asset Dedication, LLC | 163 | $30.0K | 0.00% | +163 | New |
| Farther Finance Advisors, LLC | 166 | $30.7K | 0.01% | +166 | New |
| Parkside Financial Bank & Trust | 198 | $36.6K | 0.01% | +60+43.5% | Added |
| Pinnacle Financial Partners Inc | 200 | $36.9K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 200 | $36.9K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 236 | $43.6K | 0.00% | −53,048−99.6% | Reduced |
| Larson Financial Group LLC | 253 | $46.8K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 257 | $47.5K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 282 | $52.0K | 0.04% | +165+141.0% | Added |
| Grove Bank & Trust | 279 | $52.0K | 0.01% | +279 | New |
| Baker Avenue Asset Management, LP | 300 | $55.4K | 0.00% | +300 | New |
| One Wealth Advisors, LLC | 320 | $59.1K | 0.01% | +320 | New |
| Crewe Advisors LLC | 322 | $59.5K | 0.01% | −520−61.8% | Reduced |
| Advisory Services Network, LLC | 340 | $62.8K | 0.00% | +340 | New |
