| Penserra Capital Management LLC | 9 | $0 | 0.00% | −661−98.7% | Reduced |
| Continuum Advisory, LLC | 0 | $26 | 0.00% | 0 | New |
| Valued Wealth Advisors LLC | 1 | $103 | 0.00% | −2−66.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $103 | 0.00% | −1−50.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 3 | $308 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $410 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $411 | 0.00% | −2−33.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4 | $411 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $513 | 0.00% | +5 | New |
| RFP Financial Group LLC | 7 | $718 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $821 | 0.00% | +3+60.0% | Added |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | −25−71.4% | Reduced |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | +7+140.0% | Added |
| Avion Wealth | 5 | $1.00K | 0.00% | +5 | New |
| Dunhill Financial, LLC | 13 | $1.32K | 0.00% | +3+30.0% | Added |
| Catalyst Funds Management Pty Ltd | 20 | $2.05K | 0.00% | +20 | New |
| Bartlett & Co. Wealth Management LLC | 20 | $2.06K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 20 | $2.10K | 0.00% | −488−96.1% | Reduced |
| Trust Co of Vermont | 21 | $2.15K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 22 | $2.25K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $2.36K | 0.00% | +4+21.1% | Added |
| Clearstead Advisors, LLC | 22 | $2.37K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24 | $2.46K | 0.00% | −285−92.2% | Reduced |
| ICA Group Wealth Management, LLC | 24 | $2.46K | 0.00% | −16−40.0% | Reduced |
| Raffa Wealth Management, LLC | 24 | $2.46K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 27 | $2.77K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 28 | $2.87K | 0.00% | +27+2,700.0% | Added |
| Hexagon Capital Partners LLC | 29 | $2.97K | 0.00% | +21+262.5% | Added |
| Front Row Advisors LLC | 34 | $3.49K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 34 | $3.49K | 0.00% | +33+3,300.0% | Added |
| TFC Financial Management | 35 | $3.59K | 0.00% | −35−50.0% | Reduced |
| SJS Investment Consulting Inc. | 35 | $3.59K | 0.00% | +4+12.9% | Added |
| Pineridge Advisors LLC | 39 | $3.96K | 0.00% | +1+2.6% | Added |
| Private Wealth Management Group, LLC | 39 | $4.00K | 0.00% | +9+30.0% | Added |
| Abound Wealth Management | 41 | $4.20K | 0.00% | +1+2.5% | Added |
| Legend Financial Advisors, Inc. | 45 | $4.61K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 47 | $4.82K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 49 | $5.02K | 0.00% | +49 | New |
| HM Payson & Co | 50 | $5.13K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 50 | $5.13K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $5.43K | 0.00% | +10+23.3% | Added |
| Robinswood Financial LLC | 55 | $5.63K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 73 | $7.50K | 0.00% | +57+356.3% | Added |
| West Branch Capital LLC | 76 | $7.75K | 0.00% | +1+1.3% | Added |
| Fortitude Family Office, LLC | 76 | $7.79K | 0.01% | +76 | New |
| GW&K Investment Management, LLC | 77 | $8.00K | 0.00% | +77 | New |
| CBIZ Investment Advisory Services, LLC | 81 | $8.26K | 0.00% | +81 | New |
| Parkside Financial Bank & Trust | 91 | $9.33K | 0.00% | +19+26.4% | Added |
| Bogart Wealth, LLC | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 102 | $10.5K | 0.00% | −82−44.6% | Reduced |
| Sunbelt Securities, Inc. | 103 | $10.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 106 | $10.9K | 0.00% | −1,148−91.5% | Reduced |
| Farmers & Merchants Investments Inc | 108 | $11.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 112 | $11.5K | 0.00% | −54−32.5% | Reduced |
| Principal Securities, Inc. | 112 | $11.5K | 0.00% | −4,680−97.7% | Reduced |
| JFS Wealth Advisors, LLC | 119 | $12.2K | 0.00% | +26+28.0% | Added |
| Richard W. Paul & Associates, LLC | 120 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 123 | $12.6K | 0.01% | +33+36.7% | Added |
| Chelsea Counsel Co | 130 | $13.3K | 0.01% | +130 | New |
| Jones Financial Companies LLLP | 145 | $14.9K | 0.00% | +145 | New |
| Smithfield Trust Co | 161 | $15.0K | 0.00% | +80+98.8% | Added |
| Blue Bell Private Wealth Management, LLC | 150 | $15.4K | 0.00% | −57−27.5% | Reduced |
| FinTrust Capital Advisors, LLC | 150 | $15.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 150 | $15.4K | 0.00% | +5+3.4% | Added |
| GoalVest Advisory LLC | 166 | $17.0K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 169 | $17.3K | 0.00% | +1+0.6% | Added |
| Iron Horse Wealth Management, LLC | 170 | $17.4K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $17.4K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 170 | $17.4K | 0.00% | +170 | New |
| Ronald Blue Trust, Inc. | 195 | $20.0K | 0.00% | +75+62.5% | Added |
| Toth Financial Advisory Corp | 200 | $20.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 200 | $20.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 201 | $20.6K | 0.00% | −11−5.2% | Reduced |
| Proequities, Inc. | 213 | $21.8K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 218 | $22.4K | 0.01% | −98−31.0% | Reduced |
| Millburn Ridgefield Corp | 219 | $22.5K | 0.00% | +17+8.4% | Added |
| Venturi Wealth Management, LLC | 220 | $22.6K | 0.00% | +102+86.4% | Added |
| Global Financial Private Client, LLC | 221 | $22.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 229 | $23.4K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 250 | $25.6K | 0.00% | +250 | New |
| Huntington National Bank | 270 | $27.7K | 0.00% | −561−67.5% | Reduced |
| Umb Bank N A | 300 | $30.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 316 | $32.4K | 0.00% | +20+6.8% | Added |
| EverSource Wealth Advisors, LLC | 331 | $33.7K | 0.00% | −186−36.0% | Reduced |
| Ancora Advisors, LLC | 335 | $34.3K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 335 | $34.3K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 338 | $34.7K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 350 | $35.9K | 0.00% | +282+414.7% | Added |
| Massmutual Trust Co FSB | 371 | $38.0K | 0.00% | +68+22.4% | Added |
| Central Trust Co | 385 | $39.5K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 400 | $41.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 400 | $41.0K | 0.00% | +400 | New |
| IFP Advisors, Inc | 435 | $44.6K | 0.00% | −399−47.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 448 | $45.9K | 0.00% | −638−58.7% | Reduced |
| Riverview Trust Co | 452 | $46.3K | 0.04% | +452 | New |
| MV Capital Management, Inc. | 462 | $47.4K | 0.01% | +62+15.5% | Added |
| Bessemer Group Inc | 475 | $48.0K | 0.00% | −46,973−99.0% | Reduced |
| Harbour Investments, Inc. | 495 | $50.7K | 0.00% | −18−3.5% | Reduced |
