| Surevest, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $0 | 0.00% | +1 | New |
| Gemmer Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Carolinas Wealth Consulting LLC | 1 | $0 | 0.00% | +1 | New |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| Curi Capital | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 2 | $693 | 0.00% | +2 | New |
| Baystate Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 4 | $1.00K | 0.00% | +4 | New |
| Disciplined Investments, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Sierra Capital LLC | 7 | $2.00K | 0.00% | −3−30.0% | Reduced |
| Financial Management Professionals, Inc. | 5 | $2.00K | 0.00% | −3−37.5% | Reduced |
| Ci Investments Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 5 | $2.00K | 0.00% | +2+66.7% | Added |
| Cordant, Inc. | 6 | $2.00K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 8 | $2.77K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 8 | $3.00K | 0.00% | −3,051−99.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $3.00K | 0.00% | +6+150.0% | Added |
| Castleview Partners, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Sofos Investments, Inc. | 346 | $4.00K | 0.00% | −69−16.6% | Reduced |
| HighMark Wealth Management LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 13 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 16 | $6.00K | 0.00% | +16 | New |
| Moisand Fitzgerald Tamayo, LLC | 16 | $6.00K | 0.00% | +16 | New |
| West Oak Capital, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 19 | $7.00K | 0.00% | +15+375.0% | Added |
| GHP Investment Advisors, Inc. | 21 | $7.00K | 0.00% | +21 | New |
| Clear Street Markets LLC | 19 | $7.00K | 0.00% | +19 | New |
| EverSource Wealth Advisors, LLC | 24 | $8.00K | 0.00% | −10−29.4% | Reduced |
| Harvest Fund Management Co., Ltd | 28 | $9.00K | 0.00% | −74−72.5% | Reduced |
| Toth Financial Advisory Corp | 26 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 30 | $10.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 32 | $11.0K | 0.00% | −927−96.7% | Reduced |
| Earnest Partners LLC | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $12.0K | 0.00% | +15+78.9% | Added |
| BDO Wealth Advisors, LLC | 35 | $12.0K | 0.00% | +35 | New |
| State of Wyoming | 37 | $13.0K | 0.01% | −3−7.5% | Reduced |
| FinTrust Capital Advisors, LLC | 38 | $13.0K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $15.0K | 0.00% | −70−61.9% | Reduced |
| Private Capital Group, LLC | 44 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 46 | $16.0K | 0.00% | −4−8.0% | Reduced |
| TCWP LLC | 48 | $16.0K | 0.00% | +48 | New |
| GW&K Investment Management, LLC | 50 | $17.0K | 0.00% | +50 | New |
| Winch Advisory Services, LLC | 48 | $17.0K | 0.01% | +48 | New |
| Riverview Trust Co | 50 | $17.0K | 0.01% | +50 | New |
| Umb Bank N A | 55 | $19.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 55 | $19.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 57 | $20.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 61 | $21.0K | 0.00% | −5−7.6% | Reduced |
| Massmutual Trust Co FSB | 61 | $21.0K | 0.00% | +14+29.8% | Added |
| Clearview Wealth Advisors LLC | 67 | $23.0K | 0.02% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 67 | $23.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 67 | $23.0K | 0.00% | +25+59.5% | Added |
| Whittier Trust Co | 66 | $23.0K | 0.00% | +29+78.4% | Added |
| San Luis Wealth Advisors LLC | 55 | $23.0K | 0.01% | +55 | New |
| Stephenson National Bank & Trust | 70 | $24.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 72 | $25.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 83 | $29.0K | 0.00% | +3+3.8% | Added |
| Creative Financial Designs Inc | 90 | $31.0K | 0.00% | −20−18.2% | Reduced |
| Gradient Investments LLC | 93 | $32.0K | 0.00% | −35−27.3% | Reduced |
| Lenox Wealth Advisors, LLC | 100 | $32.0K | 0.00% | −3−2.9% | Reduced |
| Clear Investment Research, LLC | 98 | $34.0K | 0.07% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 100 | $35.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 102 | $35.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 100 | $35.0K | 0.05% | +100 | New |
| Ahrens Investment Partners LLC | 105 | $36.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 108 | $37.0K | 0.00% | +66+157.1% | Added |
| Global Retirement Partners, LLC | 137 | $37.0K | 0.00% | +137 | New |
| Brown Brothers Harriman & Co | 116 | $40.0K | 0.00% | −32−21.6% | Reduced |
| Kathleen S. Wright Associates Inc. | 115 | $40.0K | 0.03% | +15+15.0% | Added |
| KB Financial Partners, LLC | 122 | $42.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 127 | $43.0K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 125 | $43.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 130 | $45.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 134 | $46.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 140 | $48.0K | 0.04% | +140 | New |
| Desjardins Global Asset Management Inc. | 147 | $50.0K | 0.00% | −8−5.2% | Reduced |
| Huntington National Bank | 150 | $52.0K | 0.00% | +3+2.0% | Added |
| Sandy Spring Bank | 152 | $53.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 152 | $53.0K | 0.01% | +56+58.3% | Added |
| TD Private Client Wealth LLC | 155 | $53.7K | 0.00% | −351−69.4% | Reduced |
| Point72 Hong Kong Ltd | 156 | $54.0K | 0.00% | −2,988−95.0% | Reduced |
| Koshinski Asset Management, Inc. | 156 | $54.0K | 0.00% | +15+10.6% | Added |
| Orion Capital Management LLC | 170 | $59.0K | 0.04% | −1,700−90.9% | Reduced |
| Prospera Financial Services Inc | 174 | $60.0K | 0.00% | +174 | New |
| CVA Family Office, LLC | 180 | $62.0K | 0.01% | +155+620.0% | Added |
| Newbridge Financial Services Group, Inc. | 181 | $63.0K | 0.03% | −40−18.1% | Reduced |
