| Pacific Center for Financial Services | 0 | $13 | 0.00% | 0 | New |
| PEAK6 Investments LLC | 1 | $699 | 0.00% | −1−50.0% | Reduced |
| North Star Investment Management Corp. | 1 | $737 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $737 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $738 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $738 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $1.47K | 0.00% | 00.0% | Unchanged |
| American National Bank | 2 | $1.47K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2 | $1.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $1.48K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $1.49K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 3 | $2.21K | 0.00% | −2−40.0% | Reduced |
| Creative Financial Designs Inc | 3 | $2.21K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 3 | $2.21K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 3 | $2.21K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $2.21K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 3 | $2.21K | 0.00% | +3 | New |
| Cary Street Partner Investment Advisory LLC | 4 | $2.95K | 0.00% | −10−71.4% | Reduced |
| Eagle Bay Advisors LLC | 4 | $2.95K | 0.00% | −1−20.0% | Reduced |
| Hollencrest Capital Management | 4 | $2.95K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $2.95K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $2.95K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 4 | $2.95K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $2.95K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $2.95K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 4 | $2.95K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 4 | $3.00K | 0.00% | +2+100.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $3.69K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 6 | $4.00K | 0.00% | +1+20.0% | Added |
| Versant Capital Management, Inc | 6 | $4.42K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6 | $4.42K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $4.46K | 0.00% | +1+20.0% | Added |
| Tradition Wealth Management, LLC | 7 | $5.00K | 0.00% | +3+75.0% | Added |
| Cedar Wealth Management, LLC | 7 | $5.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $5.16K | 0.00% | +1+16.7% | Added |
| Bellevue Asset Management, LLC | 8 | $5.90K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $5.90K | 0.00% | +8 | New |
| Piscataqua Savings Bank | 9 | $6.63K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $6.63K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $7.37K | 0.00% | −446−97.8% | Reduced |
| Ten Capital Wealth Advisors, LLC | 10 | $7.37K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $7.37K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $8.00K | 0.00% | +2+22.2% | Added |
| Global Wealth Strategies & Associates | 11 | $8.11K | 0.00% | +11 | New |
| Point72 Asset Management, L.P. | 13 | $9.58K | 0.00% | −306,294−100.0% | Reduced |
| Red Tortoise LLC | 14 | $10.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $10.3K | 0.00% | +2+16.7% | Added |
| Bell Investment Advisors, Inc | 14 | $10.3K | 0.00% | +2+16.7% | Added |
| Tucker Asset Management LLC | 16 | $11.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 16 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 17 | $12.5K | 0.00% | −584−97.2% | Reduced |
| Baker Avenue Asset Management, LP | 17 | $12.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $12.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $12.5K | 0.00% | +2+13.3% | Added |
| Global Trust Asset Management, LLC | 18 | $13.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $13.3K | 0.00% | +2+12.5% | Added |
| Castleview Partners, LLC | 19 | $14.0K | 0.01% | +7+58.3% | Added |
| Zions Bancorporation, N.A. | 20 | $14.7K | 0.00% | −173−89.6% | Reduced |
| Atticus Wealth Management, LLC | 20 | $14.7K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 20 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 26 | $16.0K | 0.00% | +3+13.0% | Added |
| Earnest Partners LLC | 23 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 24 | $18.0K | 0.02% | −6−20.0% | Reduced |
| Washington Trust Co | 25 | $18.4K | 0.00% | −1−3.8% | Reduced |
| Park Place Capital Corp | 26 | $19.2K | 0.01% | −20−43.5% | Reduced |
| Harbour Investments, Inc. | 27 | $19.9K | 0.00% | −8−22.9% | Reduced |
| Central Trust Co | 31 | $22.8K | 0.00% | +20+181.8% | Added |
| Farmers & Merchants Investments Inc | 34 | $25.1K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 36 | $26.5K | 0.00% | −25−41.0% | Reduced |
| International Assets Investment Management, LLC | 37 | $27.1K | 0.00% | +37 | New |
| Umb Bank N A | 37 | $27.3K | 0.00% | +8+27.6% | Added |
| Cullen/Frost Bankers, Inc. | 38 | $28.0K | 0.00% | +38 | New |
| Oliver Lagore Vanvalin Investment Group | 38 | $28.0K | 0.01% | +2+5.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 39 | $28.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 48 | $35.4K | 0.00% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 49 | $36.1K | 0.00% | −59−54.6% | Reduced |
| BDO Wealth Advisors, LLC | 49 | $36.1K | 0.00% | +10+25.6% | Added |
| Farther Finance Advisors, LLC | 49 | $36.2K | 0.01% | −10−16.9% | Reduced |
| GWM Advisors LLC | 51 | $37.3K | 0.00% | −54−51.4% | Reduced |
| Riverview Trust Co | 51 | $37.6K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 52 | $38.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 56 | $42.0K | 0.00% | +24+75.0% | Added |
| Massmutual Trust Co FSB | 58 | $42.7K | 0.00% | +4+7.4% | Added |
| KB Financial Partners, LLC | 60 | $44.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 69 | $50.9K | 0.01% | +3+4.5% | Added |
| TD Private Client Wealth LLC | 70 | $51.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 70 | $51.6K | 0.00% | +70 | New |
| Column Capital Advisors, LLC | 72 | $53.1K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 84 | $61.9K | 0.02% | +1+1.2% | Added |
| Allianz Asset Management GmbH | 85 | $62.6K | 0.00% | +85 | New |
| Global Retirement Partners, LLC | 83 | $63.8K | 0.00% | +35+72.9% | Added |
| Ameritas Advisory Services, LLC | 90 | $66.0K | 0.00% | +90 | New |
| Alta Advisers Ltd | 100 | $73.7K | 0.04% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 100 | $73.7K | 0.05% | +100 | New |
| Clear Street Markets LLC | 102 | $75.0K | 0.02% | +49+92.5% | Added |
| Colonial Trust Advisors | 103 | $75.9K | 0.01% | −1−1.0% | Reduced |
| Private Trust Co NA | 104 | $76.7K | 0.01% | +68+188.9% | Added |
