| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $828 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3 | $1.00K | 0.00% | −254−98.8% | Reduced |
| Glassman Wealth Services | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6 | $1.00K | 0.00% | +6 | New |
| Schubert & Co | 6 | $1.00K | 0.00% | +6 | New |
| Tyler-Stone Wealth Management | 7 | $1.00K | 0.00% | +7 | New |
| Glen Eagle Advisors, LLC | 8 | $1.66K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Sutton Wealth Advisors Inc. | 11 | $2.28K | 0.00% | +11 | New |
| Nisa Investment Advisors, LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14 | $3.00K | 0.00% | +10+250.0% | Added |
| Cornerstone Advisory, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Bivin & Associates, Inc. | 15 | $3.00K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Sierra Capital LLC | 21 | $4.00K | 0.00% | +21 | New |
| Gradient Investments LLC | 23 | $5.00K | 0.00% | −3−11.5% | Reduced |
| Bellevue Asset Management, LLC | 26 | $5.00K | 0.00% | −1−3.7% | Reduced |
| Gemmer Asset Management LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 26 | $5.00K | 0.00% | +26 | New |
| Rockbridge Investment Management, LCC | 25 | $5.00K | 0.00% | +25 | New |
| West Paces Advisors Inc. | 27 | $5.59K | 0.00% | +3+12.5% | Added |
| Ancora Advisors, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 29 | $6.00K | 0.00% | +29 | New |
| Vigilant Capital Management, LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 41 | $8.00K | 0.00% | −5−10.9% | Reduced |
| Earnest Partners LLC | 37 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 39 | $8.00K | 0.00% | −1−2.5% | Reduced |
| BerganKDV Wealth Management, LLC | 41 | $8.00K | 0.00% | +20+95.2% | Added |
| Standard Family Office LLC | 37 | $8.00K | 0.07% | +37 | New |
| Carolinas Wealth Consulting LLC | 44 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 55 | $11.0K | 0.00% | −75−57.7% | Reduced |
| SJS Investment Consulting Inc. | 55 | $11.0K | 0.00% | +55 | New |
| Washington Trust Advisors, Inc. | 55 | $11.0K | 0.00% | +55 | New |
| Smithfield Trust Co | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 65 | $13.0K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 70 | $14.0K | 0.00% | +70 | New |
| West Branch Capital LLC | 75 | $16.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 80 | $17.0K | 0.01% | −5−5.9% | Reduced |
| Harding Loevner LP | 92 | $19.0K | 0.00% | +23+33.3% | Added |
| Rinkey Investments | 111 | $19.0K | 0.02% | +111 | New |
| Parallel Advisors, LLC | 96 | $20.0K | 0.00% | −123−56.2% | Reduced |
| Canada Pension Plan Investment Board | 100 | $21.0K | 0.00% | −325−76.5% | Reduced |
| Allworth Financial LP | 100 | $21.0K | 0.00% | +42+72.4% | Added |
| Spire Wealth Management | 103 | $21.0K | 0.00% | +51+98.1% | Added |
| Aquatic Capital Management LLC | 100 | $21.0K | 0.04% | +100 | New |
| Fortitude Advisory Group L.L.C. | 102 | $21.0K | 0.01% | +102 | New |
| Fieldpoint Private Securities, LLC | 105 | $22.0K | 0.00% | +5+5.0% | Added |
| Corbenic Partners LLC | 113 | $23.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 118 | $24.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 113 | $24.0K | 0.00% | +8+7.6% | Added |
| Bessemer Group Inc | 123 | $25.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 138 | $28.0K | 0.00% | +138 | New |
| Cambridge Trust Co | 134 | $28.0K | 0.00% | +134 | New |
| Atticus Wealth Management, LLC | 139 | $29.0K | 0.01% | +139 | New |
| Signet Financial Management, LLC | 156 | $32.0K | 0.00% | +156 | New |
| State of Wyoming | 161 | $33.0K | 0.02% | −290−64.3% | Reduced |
| CoreCap Advisors, LLC | 163 | $34.0K | 0.00% | +163 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 175 | $36.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $41.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 225 | $46.5K | 0.00% | −34−13.1% | Reduced |
| Confluence Wealth Services, Inc. | 240 | $49.0K | 0.02% | +240 | New |
| Covestor Ltd | 279 | $58.0K | 0.08% | +279 | New |
| Sageworth Trust Co | 284 | $59.0K | 0.00% | −953−77.0% | Reduced |
| IFP Advisors, Inc | 315 | $64.0K | 0.00% | −355−53.0% | Reduced |
| Selective Wealth Management, Inc. | 316 | $65.0K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 317 | $66.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 359 | $74.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 379 | $78.0K | 0.00% | −9−2.3% | Reduced |
| National Bank of Canada | 397 | $82.0K | 0.00% | +397 | New |
| Private Capital Group, LLC | 405 | $84.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 414 | $86.0K | 0.00% | +112+37.1% | Added |
| Newbridge Financial Services Group, Inc. | 468 | $97.0K | 0.05% | −550−54.0% | Reduced |
| Montag A & Associates Inc | 500 | $103.0K | 0.01% | +500 | New |
| Carroll Financial Associates, Inc. | 617 | $121.0K | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 735 | $121.0K | 0.00% | +735 | New |
| Quadrant Capital Group LLC | 650 | $134.0K | 0.02% | +201+44.8% | Added |
| Proequities, Inc. | 677 | $140.0K | 0.01% | −86−11.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 713 | $148.0K | 0.01% | +99+16.1% | Added |
| TD Waterhouse Canada Inc. | 750 | $152.8K | 0.00% | +750 | New |
| Rockefeller Capital Management L.P. | 772 | $159.0K | 0.00% | +456+144.3% | Added |
| Endurance Wealth Management, Inc. | 811 | $168.0K | 0.02% | 00.0% | Unchanged |
| Stephens Inc | 858 | $178.0K | 0.00% | −527−38.1% | Reduced |
| Amundi | 1,015 | $179.0K | 0.00% | −260−20.4% | Reduced |
| Assetmark, Inc | 919 | $190.0K | 0.00% | −19,124−95.4% | Reduced |
| Schroder Investment Management Group | 919 | $190.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 940 | $194.0K | 0.30% | +940 | New |
| Los Angeles Capital Management LLC | 980 | $203.0K | 0.00% | −9,588−90.7% | Reduced |
| Keybank National Association | 981 | $203.0K | 0.00% | −213−17.8% | Reduced |
| Altium Wealth Management LLC | 983 | $203.0K | 0.01% | +983 | New |
