| Action Point Financial Planning, LLC | 6 | $19.2K | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 7 | $22.0K | 0.00% | +2+40.0% | Added |
| Prestige Wealth Management Group LLC | 7 | $22.4K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 7 | $22.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $22.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 8 | $24.1K | 0.00% | −2−20.0% | Reduced |
| Valley National Advisers Inc | 8 | $25.6K | 0.00% | −2−20.0% | Reduced |
| Sachetta, LLC | 8 | $25.6K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $25.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $25.6K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 8 | $25.6K | 0.00% | +3+60.0% | Added |
| Bogart Wealth, LLC | 8 | $25.6K | 0.00% | +3+60.0% | Added |
| Bayforest Capital Ltd | 9 | $28.8K | 0.03% | −35−79.5% | Reduced |
| Financial Network Wealth Advisors LLC | 9 | $28.8K | 0.03% | −1−10.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 9 | $28.8K | 0.00% | +9 | New |
| Wall Street Access Asset Management, LLC | 9 | $28.8K | 0.00% | +5+125.0% | Added |
| True Wealth Design, LLC | 9 | $28.8K | 0.01% | +9 | New |
| Pension & Wealth Management Advisors, Inc. | 9 | $28.9K | 0.01% | −15−62.5% | Reduced |
| GW&K Investment Management, LLC | 9 | $29.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10 | $32.0K | 0.00% | −20−66.7% | Reduced |
| Flagship Wealth Advisors, LLC | 10 | $32.0K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 10 | $32.0K | 0.02% | 00.0% | Unchanged |
| Vanguard National Trust Co | 10 | $32.0K | 0.00% | +7+233.3% | Added |
| Asset Dedication, LLC | 10 | $32.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 11 | $34.8K | 0.00% | +3+37.5% | Added |
| Ares Financial Consulting, LLC | 11 | $35.2K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 11 | $35.2K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 11 | $35.2K | 0.01% | 00.0% | Unchanged |
| Peterson Wealth Services | 11 | $35.2K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 11 | $35.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $35.7K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 12 | $38.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $38.4K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 12 | $38.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $38.4K | 0.01% | 00.0% | Unchanged |
| Regatta Research & Money Management | 12 | $38.4K | 0.04% | +12 | New |
| Loomis Sayles & Co L P | 13 | $41.5K | 0.00% | +5+62.5% | Added |
| JPL Wealth Management, LLC | 13 | $41.5K | 0.01% | +1+8.3% | Added |
| Minot DeBlois Advisors LLC | 14 | $44.7K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 14 | $44.7K | 0.01% | +1+7.7% | Added |
| SJS Investment Consulting Inc. | 14 | $44.7K | 0.00% | +11+366.7% | Added |
| Mascoma Wealth Management LLC | 15 | $47.9K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 16 | $51.1K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 16 | $51.1K | 0.00% | −10−38.5% | Reduced |
| Southern Michigan Bank & Trust | 17 | $54.3K | 0.02% | −1−5.6% | Reduced |
| Coastline Trust Co | 17 | $54.3K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 17 | $54.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 19 | $60.3K | 0.01% | −49−72.1% | Reduced |
| Atlas Capital Advisors LLC | 19 | $60.7K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 19 | $60.7K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $61.5K | 0.01% | +18+1,800.0% | Added |
| Creative Financial Designs Inc | 20 | $63.9K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 20 | $63.9K | 0.02% | +20 | New |
| Silver Grove Financial Group, Inc. | 20 | $63.9K | 0.03% | +20 | New |
| Front Row Advisors LLC | 22 | $66.9K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 21 | $67.1K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 21 | $67.1K | 0.02% | +5+31.3% | Added |
| Meeder Asset Management Inc | 21 | $67.1K | 0.00% | +13+162.5% | Added |
| Harbor Investment Advisory, LLC | 22 | $70.3K | 0.00% | −182−89.2% | Reduced |
| SBI Securities Co., Ltd. | 22 | $70.3K | 0.00% | −10−31.3% | Reduced |
| Kempen Capital Management N.V. | 22 | $70.3K | 0.00% | −6−21.4% | Reduced |
| Johnson Financial Group, Inc. | 22 | $70.3K | 0.00% | −2−8.3% | Reduced |
| Continuum Advisory, LLC | 22 | $70.3K | 0.01% | +22 | New |
| Darwin Advisors, LLC | 22 | $71.0K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 23 | $73.5K | 0.00% | −4−14.8% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 23 | $73.5K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 23 | $73.5K | 0.03% | +22+2,200.0% | Added |
| Harbour Investments, Inc. | 23 | $73.7K | 0.00% | −3−11.5% | Reduced |
| WPG Advisers, LLC | 24 | $76.7K | 0.05% | −4−14.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 24 | $76.7K | 0.01% | +10+71.4% | Added |
| Quarry LP | 25 | $79.9K | 0.01% | −27−51.9% | Reduced |
| Rialto Wealth Management, LLC | 25 | $79.9K | 0.02% | +25 | New |
| Atlantic Trust, LLC | 26 | $83.1K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 27 | $86.3K | 0.01% | +1+3.8% | Added |
| West Paces Advisors Inc. | 27 | $86.3K | 0.01% | +27 | New |
| Westside Investment Management, Inc. | 28 | $89.5K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 28 | $89.5K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 30 | $92.2K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 30 | $95.9K | 0.01% | −2−6.3% | Reduced |
| Geneos Wealth Management Inc. | 30 | $95.9K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 30 | $95.9K | 0.03% | +2+7.1% | Added |
| Ronald Blue Trust, Inc. | 30 | $95.9K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 31 | $99.1K | 0.00% | −27−46.6% | Reduced |
| GHP Investment Advisors, Inc. | 32 | $102.3K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 30 | $105.7K | 0.00% | +30 | New |
| Owl Creek Wealth Partners LLC | 34 | $108.7K | 0.03% | +3+9.7% | Added |
| Keating Financial Advisory Services, Inc. | 35 | $111.9K | 0.01% | −3−7.9% | Reduced |
| Centerpoint Advisors, LLC | 35 | $112.0K | 0.03% | −3−7.9% | Reduced |
| UMA Financial Services, Inc. | 36 | $113.8K | 0.01% | −16−30.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 36 | $115.1K | 0.02% | −2−5.3% | Reduced |
| Eastern Bank | 36 | $115.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 37 | $118.0K | 0.07% | 00.0% | Unchanged |
| Swiss Re Ltd | 37 | $118.3K | 0.01% | +37 | New |
| Transamerica Financial Advisors, Inc. | 38 | $121.4K | 0.01% | +12+46.2% | Added |
| TD Private Client Wealth LLC | 38 | $121.4K | 0.00% | +14+58.3% | Added |
| Stone House Investment Management, LLC | 40 | $127.8K | 0.02% | +40 | New |
| Leonteq Securities AG | 41 | $131.0K | 0.01% | +3+7.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 43 | $137.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 43 | $137.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 43 | $138.0K | 0.01% | 00.0% | Unchanged |
