| Montag A & Associates Inc | 1 | $809 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1 | $1.06K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1 | $1.24K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 700 | $1.24K | 0.00% | +700 | New |
| Valued Wealth Advisors LLC | 1 | $1.26K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1 | $1.26K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1 | $1.26K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1 | $1.26K | 0.00% | +1 | New |
| Legacy Investment Solutions, LLC | 1 | $1.37K | 0.00% | +1 | New |
| Legacy Wealth Managment, LLC | 1 | $1.37K | 0.00% | +1 | New |
| Bokf, NA | 2 | $2.51K | 0.00% | −4−66.7% | Reduced |
| Horizon Investments, LLC | 2 | $2.52K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 2 | $2.52K | 0.00% | −21−91.3% | Reduced |
| SJS Investment Consulting Inc. | 2 | $2.52K | 0.00% | −1−33.3% | Reduced |
| Farmers & Merchants Investments Inc | 2 | $2.52K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $2.52K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2 | $2.74K | 0.00% | −4−66.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 37 | $3.00K | 0.00% | +34+1,133.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $3.78K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 3 | $3.78K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 3 | $3.78K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 3 | $3.78K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $3.78K | 0.00% | +3 | New |
| High Note Wealth, LLC | 3 | $3.78K | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $3.78K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 4 | $5.00K | 0.00% | +1+33.3% | Added |
| Colonial Trust Co | 4 | $5.04K | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 5 | $6.30K | 0.00% | −1−16.7% | Reduced |
| Rakuten Securities, Inc. | 5 | $6.30K | 0.00% | −1−16.7% | Reduced |
| Salem Investment Counselors Inc | 5 | $6.30K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 6 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6 | $7.56K | 0.00% | −3−33.3% | Reduced |
| Westend Capital Management, LLC | 6 | $7.56K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 6 | $7.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $8.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $8.82K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $8.82K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 7 | $8.82K | 0.00% | +7 | New |
| Riggs Asset Managment Co. Inc. | 8 | $9.37K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $11.3K | 0.00% | +3+50.0% | Added |
| Darwin Advisors, LLC | 10 | $12.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 11 | $13.9K | 0.01% | −54−83.1% | Reduced |
| Richards, Merrill & Peterson, Inc. | 12 | $15.1K | 0.01% | +12 | New |
| Bessemer Group Inc | 13 | $16.0K | 0.00% | +8+160.0% | Added |
| Continuum Advisory, LLC | 15 | $18.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 15 | $18.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 16 | $20.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 16 | $20.2K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $21.0K | 0.01% | −14−46.7% | Reduced |
| Country Trust Bank | 18 | $22.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18 | $22.7K | 0.00% | +18 | New |
| Financial Perspectives, Inc | 18 | $22.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $23.9K | 0.01% | −2−9.5% | Reduced |
| Lindbrook Capital, LLC | 20 | $25.2K | 0.00% | −1−4.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 20 | $25.2K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 20 | $25.2K | 0.02% | +20 | New |
| Silicon Valley Capital Partners | 20 | $25.7K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 21 | $26.5K | 0.00% | −9−30.0% | Reduced |
| J.Safra Asset Management Corp | 22 | $27.3K | 0.00% | +4+22.2% | Added |
| Newbridge Financial Services Group, Inc. | 23 | $29.0K | 0.01% | +23 | New |
| Rise Advisors, LLC | 23 | $29.1K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 25 | $31.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 25 | $31.5K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 26 | $32.8K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 28 | $34.7K | 0.00% | +6+27.3% | Added |
| Old Point Trust & Financial Services N A | 28 | $35.3K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 28 | $35.3K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 28 | $35.3K | 0.00% | +3+12.0% | Added |
| Indiana Trust & Investment Management CO | 30 | $37.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 32 | $40.3K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 34 | $42.8K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 34 | $42.8K | 0.00% | +2+6.3% | Added |
| Plato Investment Management Ltd | 37 | $46.8K | 0.00% | −62−62.6% | Reduced |
| Allworth Financial LP | 36 | $48.0K | 0.00% | +26+260.0% | Added |
| Beacon Capital Management, LLC | 40 | $50.4K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 41 | $51.7K | 0.05% | +41 | New |
| Quent Capital, LLC | 43 | $54.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 54 | $54.8K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 44 | $55.4K | 0.00% | +3+7.3% | Added |
| Nemes Rush Group LLC | 46 | $57.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $63.0K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 50 | $63.0K | 0.02% | +50 | New |
| Umb Bank N A | 51 | $64.3K | 0.00% | +7+15.9% | Added |
| Bryn Mawr Trust Co | 55 | $69.3K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 58 | $73.1K | 0.00% | −2,127−97.3% | Reduced |
| Leonteq Securities AG | 59 | $74.3K | 0.01% | +9+18.0% | Added |
| Federation des caisses Desjardins du Quebec | 62 | $78.1K | 0.00% | +25+67.6% | Added |
| Investors Research Corp | 65 | $81.9K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 66 | $83.2K | 0.00% | −27−29.0% | Reduced |
| Quadrant Capital Group LLC | 68 | $85.7K | 0.01% | −1−1.4% | Reduced |
| Parallel Advisors, LLC | 71 | $89.5K | 0.00% | −36−33.6% | Reduced |
| Sound Income Strategies, LLC | 73 | $92.2K | 0.01% | +43+143.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 74 | $93.2K | 0.18% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 79 | $99.6K | 0.00% | −134−62.9% | Reduced |
| Huntington National Bank | 80 | $100.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 82 | $103.3K | 0.00% | +22+36.7% | Added |
| Medallion Wealth Advisors, LLC | 85 | $107.1K | 0.05% | +85 | New |
| Icon Wealth Advisors, LLC | 94 | $118.4K | 0.01% | −8−7.8% | Reduced |
| St Germain D J Co Inc | 100 | $126.0K | 0.01% | +100 | New |