| Sofos Investments, Inc. | 0 | $65 | 0.00% | −471−100.0% | Reduced |
| Bokf, NA | 1 | $381 | 0.00% | −18−94.7% | Reduced |
| Versant Capital Management, Inc | 1 | $399 | 0.00% | −10−90.9% | Reduced |
| Impact Partnership Wealth, LLC | 1 | $399 | 0.00% | −4−80.0% | Reduced |
| Colonial Trust Advisors | 1 | $399 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 1 | $400 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $400 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $400 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2 | $798 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $799 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2 | $799 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 2 | $941 | 0.00% | +2 | New |
| Capital Analysts, LLC | 3 | $1.00K | 0.00% | +3 | New |
| McIlrath & Eck, LLC | 3 | $1.20K | 0.00% | −3−50.0% | Reduced |
| Toth Financial Advisory Corp | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 4 | $1.60K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 4 | $1.60K | 0.00% | +4 | New |
| Contravisory Investment Management, Inc. | 5 | $2.00K | 0.00% | −16,178−100.0% | Reduced |
| Carmel Capital Partners, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $2.00K | 0.00% | −12−70.6% | Reduced |
| Lee Financial Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 5 | $2.00K | 0.00% | +2+66.7% | Added |
| Tyler-Stone Wealth Management | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6 | $2.40K | 0.00% | −75−92.6% | Reduced |
| Country Trust Bank | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $2.40K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6 | $2.40K | 0.00% | +6 | New |
| Retirement Group, LLC | 7 | $2.80K | 0.00% | −5−41.7% | Reduced |
| Bogart Wealth, LLC | 7 | $2.80K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $2.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $2.80K | 0.00% | −3−30.0% | Reduced |
| Ogorek Anthony Joseph | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 8 | $3.00K | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $3.19K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 9 | $3.60K | 0.00% | −3,157−99.7% | Reduced |
| Cassady Schiller Wealth Management, LLC | 9 | $3.60K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $3.60K | 0.00% | −2−18.2% | Reduced |
| Venturi Wealth Management, LLC | 10 | $4.00K | 0.00% | +10 | New |
| Rock Creek Group, LP | 11 | $4.39K | 0.00% | +3+37.5% | Added |
| Baker Avenue Asset Management, LP | 11 | $4.55K | 0.00% | −19−63.3% | Reduced |
| Financial Management Professionals, Inc. | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $5.19K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 13 | $5.19K | 0.00% | +13 | New |
| Stuart Chaussee & Associates, Inc. | 14 | $5.59K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15 | $5.99K | 0.00% | −2−11.8% | Reduced |
| Sutton Wealth Advisors Inc. | 15 | $5.99K | 0.00% | +5+50.0% | Added |
| Flaharty Asset Management, LLC | 15 | $5.99K | 0.00% | +15 | New |
| GW&K Investment Management, LLC | 14 | $6.00K | 0.00% | −1−6.7% | Reduced |
| American National Bank | 16 | $6.39K | 0.00% | −14−46.7% | Reduced |
| Front Row Advisors LLC | 16 | $6.39K | 0.00% | +8+100.0% | Added |
| Core Wealth Advisors, Inc. | 16 | $6.39K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 17 | $6.79K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 17 | $6.79K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $6.86K | 0.00% | −35−66.0% | Reduced |
| VitalStone Financial, LLC | 17 | $7.00K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 18 | $7.19K | 0.00% | +18 | New |
| Hexagon Capital Partners LLC | 19 | $7.59K | 0.00% | −2−9.5% | Reduced |
| PFS Partners, LLC | 19 | $7.59K | 0.01% | +4+26.7% | Added |
| West Tower Group, LLC | 20 | $7.99K | 0.00% | −57−74.0% | Reduced |
| Orion Capital Management LLC | 20 | $7.99K | 0.01% | +20 | New |
| Pathway Financial Advisers, LLC | 20 | $7.99K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 22 | $8.79K | 0.00% | −5−18.5% | Reduced |
| WR Wealth Planners, LLC | 22 | $8.79K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 22 | $8.79K | 0.00% | +2+10.0% | Added |
| Asset Dedication, LLC | 22 | $9.00K | 0.00% | +13+144.4% | Added |
| Steward Financial Group LLC | 25 | $9.00K | 0.00% | +25 | New |
| Fairfield Financial Advisors, LTD | 24 | $9.59K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $9.99K | 0.01% | – | – |
| Atwood & Palmer Inc | 25 | $9.99K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $9.99K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 25 | $10.0K | 0.01% | −18−41.9% | Reduced |
| Antipodes Partners Ltd | 27 | $10.0K | 0.00% | +27 | New |
| Hibernia Wealth Partners, LLC | 26 | $10.4K | 0.01% | +26 | New |
| Earnest Partners LLC | 26 | $10.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 27 | $10.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 27 | $11.0K | 0.00% | −1−3.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 29 | $11.6K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 29 | $11.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 29 | $11.6K | 0.00% | −1,338−97.9% | Reduced |
| Distillate Capital Partners LLC | 30 | $12.0K | 3.02% | +30 | New |
| Semmax Financial Advisors Inc. | 31 | $12.1K | 0.00% | +31 | New |
| MV Capital Management, Inc. | 31 | $12.4K | 0.00% | −2−6.1% | Reduced |
| Magellan Asset Management Ltd | 31 | $12.4K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 32 | $12.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $12.8K | 0.01% | 00.0% | Unchanged |
| Motco | 33 | $13.2K | 0.00% | −11−25.0% | Reduced |
| Westside Investment Management, Inc. | 33 | $13.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 33 | $13.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 35 | $14.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $14.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 36 | $14.4K | 0.00% | +1+2.9% | Added |
| Prestige Wealth Management Group LLC | 36 | $14.4K | 0.00% | −21−36.8% | Reduced |
| Umb Bank N A | 39 | $15.6K | 0.00% | −39−50.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 39 | $15.6K | 0.01% | +39 | New |
| Blue Bell Private Wealth Management, LLC | 41 | $16.4K | 0.00% | 00.0% | Unchanged |
