| Y.D. More Investments Ltd | 27 | $14 | 0.00% | −9−25.0% | Reduced |
| Larson Financial Group LLC | 2 | $398 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $398 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $502 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $827 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6 | $1.19K | 0.00% | +6 | New |
| MCF Advisors LLC | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 9 | $1.79K | 0.00% | −136−93.8% | Reduced |
| Cornerstone Planning Group LLC | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $2.19K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 12 | $2.39K | 0.00% | +12 | New |
| Spire Wealth Management | 12 | $2.39K | 0.00% | +8+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $2.59K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $2.98K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $3.18K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 16 | $3.18K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 17 | $3.38K | 0.00% | −4−19.0% | Reduced |
| Lindbrook Capital, LLC | 17 | $3.38K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 17 | $3.38K | 0.00% | +17 | New |
| Ashton Thomas Securities, LLC | 18 | $3.58K | 0.00% | +18 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $3.90K | 0.00% | +20 | New |
| Chilton Capital Management LLC | 20 | $3.98K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 24 | $4.77K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $4.97K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 28 | $5.59K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $5.96K | 0.00% | +25+500.0% | Added |
| Farmers & Merchants Investments Inc | 30 | $5.97K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 31 | $6.20K | 0.00% | −3−8.8% | Reduced |
| TD Private Client Wealth LLC | 32 | $6.36K | 0.00% | −3−8.6% | Reduced |
| Umb Bank N A | 32 | $6.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $6.56K | 0.00% | −45−57.7% | Reduced |
| SOA Wealth Advisors, LLC. | 34 | $6.85K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 35 | $6.96K | 0.00% | +16+84.2% | Added |
| Crewe Advisors LLC | 35 | $6.96K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 36 | $7.16K | 0.00% | +22+157.1% | Added |
| Strengthening Families & Communities, LLC | 37 | $7.31K | 0.00% | −18−32.7% | Reduced |
| Private Trust Co NA | 37 | $7.36K | 0.00% | −3−7.5% | Reduced |
| Fortitude Family Office, LLC | 40 | $7.95K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 40 | $7.95K | 0.00% | +40 | New |
| GW&K Investment Management, LLC | 38 | $8.00K | 0.00% | −2−5.0% | Reduced |
| Bruce G. Allen Investments, LLC | 41 | $8.15K | 0.01% | −1−2.4% | Reduced |
| Prestige Wealth Management Group LLC | 41 | $8.15K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 47 | $9.38K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $10.0K | 0.00% | +50 | New |
| Continuum Advisory, LLC | 47 | $10.1K | 0.00% | −8−14.5% | Reduced |
| Assetmark, Inc | 51 | $10.1K | 0.00% | −10−16.4% | Reduced |
| First Horizon Advisors, Inc. | 53 | $10.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $10.9K | 0.00% | +2+3.8% | Added |
| Harbour Investments, Inc. | 57 | $11.3K | 0.00% | +6+11.8% | Added |
| Smartleaf Asset Management LLC | 59 | $11.8K | 0.00% | +18+43.9% | Added |
| Cetera Trust Company, N.A | 60 | $11.9K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 62 | $12.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 75 | $14.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 81 | $16.1K | 0.00% | +9+12.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $16.7K | 0.00% | +79+1,580.0% | Added |
| Hemington Wealth Management | 98 | $18.0K | 0.00% | +98 | New |
| J.Safra Asset Management Corp | 94 | $18.8K | 0.00% | +84+840.0% | Added |
| Smithfield Trust Co | 95 | $19.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 96 | $19.1K | 0.00% | −4−4.0% | Reduced |
| Rakuten Securities, Inc. | 100 | $19.9K | 0.01% | +100 | New |
| Riverview Trust Co | 115 | $22.9K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 118 | $23.5K | 0.00% | +118 | New |
| Zions Bancorporation, N.A. | 125 | $24.9K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 125 | $24.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 126 | $25.1K | 0.01% | +126 | New |
| Proequities, Inc. | 131 | $26.1K | 0.00% | −7−5.1% | Reduced |
| Hexagon Capital Partners LLC | 134 | $26.6K | 0.01% | −15−10.1% | Reduced |
| Cromwell Holdings LLC | 160 | $31.8K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 163 | $32.4K | 0.00% | −554−77.3% | Reduced |
| Richardson Financial Services Inc. | 201 | $33.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 169 | $33.6K | 0.00% | +20+13.4% | Added |
| Raleigh Capital Management Inc. | 173 | $34.4K | 0.01% | −10−5.5% | Reduced |
| Laurel Wealth Advisors LLC | 181 | $36.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 195 | $38.8K | 0.00% | +163+509.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 203 | $40.4K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 209 | $41.6K | 0.01% | +209 | New |
| SRS Capital Advisors, Inc. | 211 | $42.0K | 0.00% | +4+1.9% | Added |
| Sentry Investment Management LLC | 220 | $44.0K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 242 | $48.1K | 0.01% | +242 | New |
| Parkside Financial Bank & Trust | 242 | $48.1K | 0.01% | −27−10.0% | Reduced |
| Jamison Private Wealth Management, Inc. | 253 | $50.3K | 0.01% | +1+0.4% | Added |
| EverSource Wealth Advisors, LLC | 280 | $55.7K | 0.00% | +4+1.4% | Added |
| Capital Performance Advisors LLP | 282 | $56.1K | 0.02% | +282 | New |
| Farther Finance Advisors, LLC | 323 | $64.3K | 0.00% | +33+11.4% | Added |
| Steward Partners Investment Advisory, LLC | 328 | $65.1K | 0.00% | −97−22.8% | Reduced |
| Acadian Asset Management LLC | 337 | $67.0K | 0.00% | −865−72.0% | Reduced |
| Intact Investment Management Inc. | 360 | $71.6K | 0.00% | +360 | New |
| Manchester Capital Management LLC | 377 | $75.0K | 0.01% | +354+1,539.1% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $79.5K | 0.02% | −200−33.3% | Reduced |
| Simplex Trading, LLC | 412 | $81.0K | 0.00% | +412 | New |
| GPS Wealth Strategies Group, LLC | 424 | $84.3K | 0.01% | +1+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 428 | $85.1K | 0.00% | +195+83.7% | Added |
| Quent Capital, LLC | 456 | $90.8K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 460 | $91.5K | 0.00% | −134−22.6% | Reduced |
