| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Comerica Bank | 2,040 | $15 | 0.00% | +2,040 | New |
| Missouri Trust & Investment Co | 1 | $203 | 0.00% | +1 | New |
| Macroview Investment Management LLC | 1 | $471 | 0.00% | −21−95.5% | Reduced |
| Colonial Trust Advisors | 1 | $471 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1 | $471 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $471 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $471 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1 | $471 | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 2 | $942 | 0.00% | +2 | New |
| Toth Financial Advisory Corp | 3 | $1.41K | 0.00% | −3−50.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 3 | $1.41K | 0.00% | −2−40.0% | Reduced |
| Proffitt & Goodson Inc | 3 | $1.41K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 3 | $1.41K | 0.00% | +3 | New |
| Nalls Sherbakoff Group, LLC | 4 | $1.64K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 4 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 5 | $2.00K | 0.00% | +5 | New |
| Tyler-Stone Wealth Management | 4 | $2.00K | 0.00% | +4 | New |
| Lee Financial Co | 5 | $2.35K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 5 | $2.35K | 0.00% | +5 | New |
| Morton Brown Family Wealth, LLC | 5 | $2.35K | 0.00% | +5 | New |
| Impact Partnership Wealth, LLC | 5 | $2.35K | 0.00% | +5 | New |
| Sofos Investments, Inc. | 471 | $2.82K | 0.01% | −75−13.7% | Reduced |
| Arlington Partners LLC | 6 | $2.82K | 0.00% | −37−86.0% | Reduced |
| McIlrath & Eck, LLC | 6 | $2.82K | 0.00% | −22−78.6% | Reduced |
| Country Trust Bank | 6 | $2.82K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6 | $2.82K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $2.82K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 6 | $2.82K | 0.00% | +6 | New |
| Bogart Wealth, LLC | 7 | $3.29K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $3.29K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $3.76K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 8 | $3.77K | 0.00% | +8 | New |
| Ogorek Anthony Joseph | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 8 | $4.00K | 0.00% | +8 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $4.24K | 0.00% | +9 | New |
| Crewe Advisors LLC | 9 | $4.24K | 0.00% | −21−70.0% | Reduced |
| Sutton Wealth Advisors Inc. | 10 | $4.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $4.71K | 0.00% | −1−9.1% | Reduced |
| Versant Capital Management, Inc | 11 | $5.18K | 0.00% | +7+175.0% | Added |
| Abound Wealth Management | 11 | $5.18K | 0.00% | +7+175.0% | Added |
| Retirement Group, LLC | 12 | $5.65K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 12 | $5.65K | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 12 | $6.00K | 0.00% | −3−20.0% | Reduced |
| SOA Wealth Advisors, LLC. | 13 | $6.12K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 14 | $6.59K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 14 | $7.00K | 0.00% | −101−87.8% | Reduced |
| GW&K Investment Management, LLC | 15 | $7.00K | 0.00% | +14+1,400.0% | Added |
| Core Alternative Capital | 15 | $7.06K | 0.00% | −20−57.1% | Reduced |
| Piershale Financial Group, Inc. | 15 | $7.06K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 15 | $7.06K | 0.01% | +14+1,400.0% | Added |
| Core Wealth Advisors, Inc. | 16 | $7.53K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 17 | $7.56K | 0.00% | +17 | New |
| Newbridge Financial Services Group, Inc. | 17 | $8.00K | 0.00% | −42−71.2% | Reduced |
| Central Bank & Trust Co | 17 | $8.00K | 0.00% | −4−19.0% | Reduced |
| SRS Capital Advisors, Inc. | 17 | $8.00K | 0.00% | +8+88.9% | Added |
| Disciplined Investments, LLC | 18 | $8.47K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 19 | $8.94K | 0.00% | −36−65.5% | Reduced |
| Oakworth Capital, Inc. | 19 | $8.94K | 0.00% | +19 | New |
| VitalStone Financial, LLC | 17 | $9.00K | 0.01% | +5+41.7% | Added |
| First Manhattan Co | 20 | $9.41K | 0.00% | +20 | New |
| Eagle Bay Advisors LLC | 20 | $9.41K | 0.01% | −1−4.8% | Reduced |
| Hexagon Capital Partners LLC | 21 | $9.88K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 22 | $10.4K | 0.00% | +2+10.0% | Added |
| Halpern Financial, Inc. | 22 | $10.4K | 0.00% | +22 | New |
| Fiduciary Alliance LLC | 23 | $10.8K | 0.00% | +23 | New |
| Fairfield Financial Advisors, LTD | 24 | $11.3K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $11.8K | 0.01% | – | – |
| Atwood & Palmer Inc | 25 | $11.8K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $11.8K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 26 | $12.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 27 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $12.7K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 28 | $13.0K | 0.00% | −176−86.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 29 | $13.6K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 29 | $13.6K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 30 | $14.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 30 | $14.1K | 0.00% | +30 | New |
| WealthPlan Investment Management, LLC | 30 | $14.1K | 0.00% | +30 | New |
| Baker Avenue Asset Management, LP | 30 | $14.3K | 0.00% | −1,362−97.8% | Reduced |
| Cambridge Trust Co | 31 | $14.6K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 31 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 32 | $15.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $15.1K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 33 | $15.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 33 | $15.5K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 33 | $15.5K | 0.00% | +6+22.2% | Added |
| Cutler Group LP | 36 | $16.0K | 0.00% | −1,134−96.9% | Reduced |
| Zions Bancorporation, N.A. | 35 | $16.5K | 0.00% | −2−5.4% | Reduced |
| Armstrong Advisory Group, Inc | 35 | $16.5K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $16.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $16.9K | 0.00% | −86−70.5% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 38 | $17.9K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $18.8K | 0.00% | +40 | New |
| Harvest Fund Management Co., Ltd | 40 | $19.0K | 0.00% | −392−90.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 41 | $19.3K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 42 | $19.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 43 | $20.0K | 0.02% | +9+26.5% | Added |
| Motco | 44 | $20.7K | 0.00% | +11+33.3% | Added |
