| Penserra Capital Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3 | $292 | 0.00% | +3 | New |
| Cullen/Frost Bankers, Inc. | 4 | $389 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $389 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $389 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 5 | $480 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $486 | 0.00% | +5 | New |
| GPS Wealth Strategies Group, LLC | 6 | $583 | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 7 | $676 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $681 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 8 | $778 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 8 | $778 | 0.00% | +8 | New |
| Key Financial Inc | 9 | $875 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $972 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $1.07K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 13 | $1.25K | 0.00% | +13 | New |
| TD Waterhouse Canada Inc. | 10 | $1.30K | 0.00% | +10 | New |
| Versant Capital Management, Inc | 14 | $1.36K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.36K | 0.00% | −9−39.1% | Reduced |
| Sofos Investments, Inc. | 97 | $1.39K | 0.06% | −6−5.8% | Reduced |
| Bell Investment Advisors, Inc | 15 | $1.46K | 0.00% | −15−50.0% | Reduced |
| Syverson Strege & Co | 16 | $1.56K | 0.00% | +16 | New |
| Park Place Capital Corp | 18 | $1.75K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 18 | $1.75K | 0.00% | +18 | New |
| SRS Capital Advisors, Inc. | 19 | $1.85K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 21 | $2.04K | 0.00% | −4−16.0% | Reduced |
| Zions Bancorporation, N.A. | 25 | $2.43K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 29 | $2.82K | 0.00% | +29 | New |
| Lee Financial Co | 30 | $2.92K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 30 | $2.92K | 0.00% | +30 | New |
| Financial Management Professionals, Inc. | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 34 | $3.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $3.50K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 38 | $3.69K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 42 | $4.08K | 0.00% | +41+4,100.0% | Added |
| RFP Financial Group LLC | 43 | $4.18K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 50 | $4.86K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 47 | $5.00K | 0.00% | +41+683.3% | Added |
| CVA Family Office, LLC | 55 | $5.35K | 0.00% | −5−8.3% | Reduced |
| Colonial Trust Co | 57 | $5.43K | 0.00% | +57 | New |
| Schubert & Co | 57 | $5.54K | 0.00% | +1+1.8% | Added |
| Umb Bank N A | 68 | $6.61K | 0.00% | +68 | New |
| Massmutual Trust Co FSB | 70 | $6.81K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 74 | $7.00K | 0.00% | +41+124.2% | Added |
| Earnest Partners LLC | 74 | $7.20K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 80 | $7.78K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 80 | $7.78K | 0.00% | +14+21.2% | Added |
| EverSource Wealth Advisors, LLC | 80 | $7.78K | 0.00% | +80 | New |
| JFS Wealth Advisors, LLC | 91 | $8.85K | 0.00% | −5−5.2% | Reduced |
| Harbour Investments, Inc. | 93 | $9.04K | 0.00% | +29+45.3% | Added |
| Washington Trust Advisors, Inc. | 97 | $9.43K | 0.00% | −53−35.3% | Reduced |
| McIlrath & Eck, LLC | 98 | $9.53K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 100 | $9.72K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 100 | $9.72K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 103 | $10.0K | 0.00% | −6−5.5% | Reduced |
| Cape Investment Advisory, Inc. | 103 | $10.0K | 0.01% | +103 | New |
| Chilton Capital Management LLC | 110 | $10.7K | 0.00% | +110 | New |
| Lindbrook Capital, LLC | 117 | $11.4K | 0.00% | +23+24.5% | Added |
| Crewe Advisors LLC | 126 | $12.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 137 | $13.3K | 0.00% | +7+5.4% | Added |
| JNBA Financial Advisors | 140 | $13.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 143 | $14.0K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 145 | $14.1K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 147 | $14.3K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 150 | $14.6K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 154 | $15.0K | 0.00% | −93−37.7% | Reduced |
| Strengthening Families & Communities, LLC | 177 | $17.0K | 0.01% | −41−18.8% | Reduced |
| Larson Financial Group LLC | 177 | $17.2K | 0.00% | +14+8.6% | Added |
| City State Bank | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 200 | $19.4K | 0.00% | −100−33.3% | Reduced |
| Grey Fox Wealth Advisors, LLC | 202 | $19.6K | 0.01% | −100−33.1% | Reduced |
| Toth Financial Advisory Corp | 205 | $19.9K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 205 | $20.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 211 | $20.5K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 228 | $22.0K | 0.00% | −18−7.3% | Reduced |
| KB Financial Partners, LLC | 230 | $22.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 221 | $22.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 231 | $22.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 241 | $23.4K | 0.00% | +64+36.2% | Added |
| Godsey & Gibb Associates | 250 | $24.3K | 0.00% | +250 | New |
| Glassman Wealth Services | 264 | $25.7K | 0.00% | +8+3.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 320 | $31.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 356 | $34.6K | 0.00% | +130+57.5% | Added |
| Dark Forest Capital Management LP | 379 | $36.9K | 0.01% | +379 | New |
| WealthPLAN Partners, LLC | 384 | $37.3K | 0.00% | +384 | New |
| Baystate Wealth Management LLC | 400 | $38.9K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 412 | $40.8K | 0.01% | −176−29.9% | Reduced |
| Advisory Services Network, LLC | 429 | $41.7K | 0.00% | +102+31.2% | Added |
| Ellevest, Inc. | 449 | $43.7K | 0.00% | +69+18.2% | Added |
| First Horizon Advisors, Inc. | 511 | $49.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 521 | $50.7K | 0.01% | +290+125.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 567 | $55.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 593 | $57.7K | 0.00% | −2−0.3% | Reduced |
| GWM Advisors LLC | 638 | $62.0K | 0.00% | −326−33.8% | Reduced |
| Kistler-Tiffany Companies, LLC | 640 | $62.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 673 | $66.0K | 0.06% | +336+99.7% | Added |
