| Gordian Capital Singapore Pte Ltd | 1 | $146 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 2 | $291 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $292 | 0.00% | +2 | New |
| Comerica Bank | 420,175 | $306 | 0.03% | +420,175 | New |
| Webster Bank, N. A. | 3 | $437 | 0.00% | −1−25.0% | Reduced |
| Tfo-TDC, LLC | 3 | $437 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $437 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $437 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $728 | 0.00% | −10−66.7% | Reduced |
| Wolff Wiese Magana LLC | 5 | $728 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 5 | $728 | 0.00% | +2+66.7% | Added |
| ClariVest Asset Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | +12 | New |
| Headlands Technologies LLC | 7 | $1.02K | 0.00% | −495−98.6% | Reduced |
| Grove Bank & Trust | 7 | $1.02K | 0.00% | −24−77.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 8 | $1.16K | 0.00% | −71−89.9% | Reduced |
| Delos Wealth Advisors, LLC | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 10 | $1.46K | 0.00% | +10 | New |
| Motco | 11 | $1.60K | 0.00% | +11 | New |
| BerganKDV Wealth Management, LLC | 11 | $1.60K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 12 | $1.75K | 0.00% | +12 | New |
| TFC Financial Management | 13 | $1.89K | 0.00% | +7+116.7% | Added |
| Prestige Wealth Management Group LLC | 15 | $2.18K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $2.18K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 16 | $2.33K | 0.00% | −2−11.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 16 | $2.33K | 0.00% | +16 | New |
| First Community Trust NA | 18 | $2.62K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 19 | $2.77K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 19 | $2.77K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 19 | $2.77K | 0.00% | −3−13.6% | Reduced |
| Creative Capital Management Investments LLC | 20 | $2.91K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 20 | $2.91K | 0.00% | +20 | New |
| Pin Oak Investment Advisors Inc | 18 | $3.00K | 0.00% | +18 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22 | $3.20K | 0.00% | +22 | New |
| First Capital Advisors Group, LLC. | 23 | $3.35K | 0.00% | +23 | New |
| 25 LLC | 24 | $3.65K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 26 | $3.79K | 0.00% | +26 | New |
| Bellevue Asset Management, LLC | 29 | $4.22K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $4.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 32 | $4.66K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 33 | $4.80K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 33 | $4.80K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 38 | $5.53K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 38 | $5.53K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 39 | $5.68K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 39 | $5.68K | 0.00% | +39 | New |
| AdvisorNet Financial, Inc | 40 | $5.82K | 0.00% | −143−78.1% | Reduced |
| Colonial Trust Advisors | 41 | $5.97K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 41 | $5.97K | 0.00% | +3+7.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 39 | $6.00K | 0.00% | −551−93.4% | Reduced |
| Red Tortoise LLC | 42 | $6.11K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 43 | $6.26K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 45 | $6.55K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 46 | $6.70K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 50 | $7.28K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 51 | $7.42K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 55 | $8.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 58 | $8.44K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 58 | $8.44K | 0.00% | +10+20.8% | Added |
| Sutton Wealth Advisors Inc. | 59 | $8.59K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 61 | $8.60K | 0.00% | +61 | New |
| Parallax Volatility Advisers, L.P. | 60 | $8.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 60 | $8.73K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 61 | $8.88K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 63 | $9.17K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 64 | $9.32K | 0.00% | +64 | New |
| Providence Capital Advisors, LLC | 68 | $9.90K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 72 | $10.0K | 0.01% | +36+100.0% | Added |
| JFS Wealth Advisors, LLC | 69 | $10.0K | 0.00% | −6−8.0% | Reduced |
| Venturi Wealth Management, LLC | 70 | $10.2K | 0.00% | −8−10.3% | Reduced |
| West Paces Advisors Inc. | 70 | $10.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 78 | $11.4K | 0.01% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 79 | $11.5K | 0.01% | +79 | New |
| Farther Finance Advisors, LLC | 81 | $11.8K | 0.00% | −20−19.8% | Reduced |
| Financial Management Professionals, Inc. | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 86 | $12.0K | 0.00% | +34+65.4% | Added |
| GW&K Investment Management, LLC | 85 | $12.0K | 0.00% | +83+4,150.0% | Added |
| M&R Capital Management Inc | 83 | $12.1K | 0.00% | +34+69.4% | Added |
| Westside Investment Management, Inc. | 83 | $12.1K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 83 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 94 | $14.0K | 0.00% | −192−67.1% | Reduced |
| Baldwin Brothers Inc | 100 | $14.6K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $14.6K | 0.00% | +100 | New |
| Riverview Trust Co | 101 | $14.7K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 104 | $15.0K | 0.01% | −120−53.6% | Reduced |
| Tradition Wealth Management, LLC | 104 | $15.0K | 0.00% | +2+2.0% | Added |
| BDO Wealth Advisors, LLC | 111 | $16.2K | 0.00% | +10+9.9% | Added |
| Desjardins Global Asset Management Inc. | 114 | $16.6K | 0.00% | −834−88.0% | Reduced |
| Grayhawk Investment Strategies Inc. | 114 | $16.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 108 | $16.7K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 117 | $17.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 119 | $17.4K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 120 | $17.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 120 | $17.5K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 127 | $18.5K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 143 | $20.8K | 0.00% | −251−63.7% | Reduced |