| EverSource Wealth Advisors, LLC | 1 | $386 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1 | $386 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $387 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $387 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $387 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $772 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2 | $773 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 3 | $980 | 0.00% | +3 | New |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $1.16K | 0.00% | +3 | New |
| Bogart Wealth, LLC | 4 | $1.54K | 0.00% | −19−82.6% | Reduced |
| Baystate Wealth Management LLC | 4 | $1.54K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.54K | 0.00% | +1+33.3% | Added |
| AdvisorNet Financial, Inc | 4 | $1.54K | 0.00% | +1+33.3% | Added |
| Toth Financial Advisory Corp | 4 | $1.54K | 0.00% | +4 | New |
| Orion Capital Management LLC | 4 | $1.54K | 0.00% | +4 | New |
| Logan Capital Management Inc | 5 | $1.93K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 5 | $1.93K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $1.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $2.00K | 0.00% | +1+14.3% | Added |
| Bellevue Asset Management, LLC | 6 | $2.32K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7 | $2.70K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $2.70K | 0.00% | +7 | New |
| Tower View Investment Management & Research LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 8 | $3.09K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $3.09K | 0.00% | +5+166.7% | Added |
| Zions Bancorporation, N.A. | 9 | $3.48K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Earnest Partners LLC | 11 | $4.25K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 11 | $4.25K | 0.00% | +1+10.0% | Added |
| JFS Wealth Advisors, LLC | 11 | $4.25K | 0.00% | +2+22.2% | Added |
| Prestige Wealth Management Group LLC | 12 | $4.63K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $4.63K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 14 | $5.41K | 0.00% | +14 | New |
| Cherry Tree Wealth Management, LLC | 17 | $6.57K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 18 | $6.95K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $7.17K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 19 | $7.34K | 0.00% | +1+5.6% | Added |
| Trust Co of Vermont | 19 | $7.34K | 0.00% | +19 | New |
| Beacon Capital Management, LLC | 20 | $8.33K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 24 | $9.27K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 26 | $10.0K | 0.00% | +1+4.0% | Added |
| Fortis Group Advisors, LLC | 27 | $10.4K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 28 | $10.8K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 28 | $10.8K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 28 | $10.8K | 0.00% | +28 | New |
| CKW Financial Group | 28 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 28 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $11.6K | 0.00% | +1+3.4% | Added |
| TD Private Client Wealth LLC | 32 | $12.4K | 0.00% | +4+14.3% | Added |
| Larson Financial Group LLC | 33 | $12.7K | 0.00% | +21+175.0% | Added |
| Ancora Advisors, LLC | 34 | $13.1K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 34 | $13.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 36 | $13.9K | 0.00% | +4+12.5% | Added |
| Whittier Trust Co of Nevada Inc | 40 | $15.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 41 | $15.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 42 | $16.2K | 0.00% | +2+5.0% | Added |
| LGT Financial Advisors LLC | 47 | $18.1K | 0.02% | +47 | New |
| Semmax Financial Advisors Inc. | 45 | $18.7K | 0.01% | +45 | New |
| MV Capital Management, Inc. | 49 | $18.9K | 0.00% | +3+6.5% | Added |
| Tradition Wealth Management, LLC | 56 | $22.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 54 | $22.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 64 | $24.7K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 65 | $25.1K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 67 | $25.9K | 0.00% | −25−27.2% | Reduced |
| Harvest Fund Management Co., Ltd | 70 | $27.0K | 0.00% | −160−69.6% | Reduced |
| Barrett & Company, Inc. | 70 | $27.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 72 | $27.8K | 0.00% | −10−12.2% | Reduced |
| Bangor Savings Bank | 72 | $27.8K | 0.00% | +10+16.1% | Added |
| Spire Wealth Management | 74 | $28.6K | 0.00% | −3−3.9% | Reduced |
| Pinnacle Financial Partners Inc | 75 | $29.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 75 | $29.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 77 | $29.7K | 0.00% | +1+1.3% | Added |
| Private Trust Co NA | 79 | $30.5K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 83 | $32.0K | 0.00% | −2−2.4% | Reduced |
| Cornerstone Planning Group LLC | 84 | $32.4K | 0.01% | −33−28.2% | Reduced |
| Tortoise Investment Management, LLC | 84 | $32.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 84 | $32.8K | 0.01% | +28+50.0% | Added |
| SRS Capital Advisors, Inc. | 92 | $35.5K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 97 | $37.5K | 0.02% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $38.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $38.6K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $39.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 102 | $39.4K | 0.04% | +2+2.0% | Added |
| Ci Investments Inc. | 121 | $47.0K | 0.00% | +6+5.2% | Added |
| Pin Oak Investment Advisors Inc | 125 | $48.0K | 0.05% | +125 | New |
| Islay Capital Management, LLC | 125 | $48.3K | 0.04% | −10−7.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 144 | $55.6K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 146 | $56.4K | 0.01% | +49+50.5% | Added |
| Harbor Investment Advisory, LLC | 150 | $57.9K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 156 | $60.0K | 0.00% | −97−38.3% | Reduced |
| Quantbot Technologies LP | 165 | $63.7K | 0.00% | −119−41.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 177 | $68.3K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 185 | $71.4K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 200 | $77.2K | 0.04% | 00.0% | Unchanged |
| Core Alternative Capital | 200 | $77.2K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 200 | $77.2K | 0.02% | 00.0% | Unchanged |
| Headinvest, LLC | 204 | $78.0K | 0.02% | +204 | New |
| HighMark Wealth Management LLC | 215 | $83.0K | 0.07% | 00.0% | Unchanged |