| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| IFP Advisors, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $1.00K | 0.00% | +1+20.0% | Added |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +4+200.0% | Added |
| Disciplined Investments, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| SRS Capital Advisors, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Rosenberg Matthew Hamilton | 3 | $1.00K | 0.00% | +3 | New |
| Tower Research Capital LLC (TRC) | 7 | $2.00K | 0.00% | −215−96.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 7 | $2.00K | 0.00% | +2+40.0% | Added |
| Harvest Group Wealth Management, LLC | 7 | $2.00K | 0.00% | +2+40.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $3.00K | 0.00% | +13 | New |
| TD Waterhouse Canada Inc. | 16 | $3.72K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $3.90K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 19 | $4.00K | 0.00% | +1+5.6% | Added |
| Bourgeon Capital Management LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 22 | $5.00K | 0.00% | +18+450.0% | Added |
| TD Ameritrade Investment Management, LLC | 25 | $6.00K | 0.00% | −27−51.9% | Reduced |
| Lee Financial Co | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $7.00K | 0.00% | −10−25.0% | Reduced |
| Harbour Investments, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $7.00K | 0.00% | +5+20.0% | Added |
| Allworth Financial LP | 33 | $8.00K | 0.00% | −244−88.1% | Reduced |
| Carolinas Wealth Consulting LLC | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 37 | $8.00K | 0.00% | +5+15.6% | Added |
| Private Trust Co NA | 36 | $8.00K | 0.00% | +7+24.1% | Added |
| Proequities, Inc. | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 39 | $9.00K | 0.00% | +39 | New |
| Column Capital Advisors, LLC | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 43 | $10.0K | 0.00% | +7+19.4% | Added |
| NuWave Investment Management, LLC | 45 | $10.0K | 0.01% | +45 | New |
| Clear Perspectives Financial Planning, LLC | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 51 | $13.0K | 0.00% | −22−30.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 58 | $13.0K | 0.00% | −1−1.7% | Reduced |
| Mach-1 Financial Group, Inc. | 58 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 67 | $15.0K | 0.00% | −2−2.9% | Reduced |
| Riverview Trust Co | 65 | $15.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 64 | $15.0K | 0.00% | +30+88.2% | Added |
| Heritage Wealth Management, LLC | 70 | $16.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 73 | $17.0K | 0.01% | −79−52.0% | Reduced |
| Parkside Financial Bank & Trust | 75 | $17.0K | 0.01% | +58+341.2% | Added |
| Lazard Asset Management LLC | 81 | $18.0K | 0.00% | −150−64.9% | Reduced |
| Meeder Asset Management Inc | 81 | $19.0K | 0.00% | −5−5.8% | Reduced |
| AlphaMark Advisors, LLC | 82 | $19.0K | 0.01% | +82 | New |
| First Horizon Advisors, Inc. | 97 | $21.0K | 0.00% | +18+22.8% | Added |
| Federation des caisses Desjardins du Quebec | 96 | $22.0K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $23.0K | 0.00% | −300−75.0% | Reduced |
| Arcadia Investment Management Corp | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 115 | $26.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 121 | $27.8K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 122 | $28.0K | 0.01% | +4+3.4% | Added |
| GW&K Investment Management, LLC | 125 | $29.0K | 0.00% | +125 | New |
| Wolff Wiese Magana LLC | 161 | $37.0K | 0.03% | −11−6.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 167 | $38.0K | 0.00% | +8+5.0% | Added |
| FinTrust Capital Advisors, LLC | 170 | $39.0K | 0.01% | +2+1.2% | Added |
| Huntington National Bank | 170 | $39.0K | 0.00% | +139+448.4% | Added |
| Desjardins Global Asset Management Inc. | 203 | $46.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 209 | $48.0K | 0.00% | +209 | New |
| American Portfolios Advisors | 221 | $50.7K | 0.00% | −25−10.2% | Reduced |
| Bessemer Group Inc | 230 | $53.0K | 0.00% | +230 | New |
| GPS Wealth Strategies Group, LLC | 240 | $55.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 246 | $56.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 260 | $60.0K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 279 | $64.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 296 | $68.0K | 0.01% | −3−1.0% | Reduced |
| Sutton Wealth Advisors Inc. | 305 | $70.0K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 368 | $85.0K | 0.08% | −73−16.6% | Reduced |
| Signaturefd, LLC | 415 | $95.0K | 0.00% | −18−4.2% | Reduced |
| Spire Wealth Management | 421 | $97.0K | 0.01% | −29−6.4% | Reduced |
| AdvisorNet Financial, Inc | 465 | $107.0K | 0.01% | +1+0.2% | Added |
| Ellevest, Inc. | 487 | $112.0K | 0.01% | +12+2.5% | Added |
| Financial Perspectives, Inc | 572 | $131.2K | 0.07% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 585 | $134.0K | 0.01% | −1−0.2% | Reduced |
| Dark Forest Capital Management LP | 654 | $150.0K | 0.03% | +654 | New |
| Picton Mahoney Asset Management | 670 | $154.0K | 0.01% | 00.0% | Unchanged |
| Ossiam | 677 | $155.0K | 0.00% | +677 | New |
| Next Century Growth Investors LLC | 685 | $157.0K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 820 | $188.0K | 0.02% | +820 | New |
| SNS Financial Group, LLC | 872 | $200.0K | 0.03% | +872 | New |
| AE Wealth Management LLC | 887 | $203.0K | 0.00% | +887 | New |
| Camden Capital, LLC | 935 | $214.0K | 0.05% | −11−1.2% | Reduced |
| Bailard, Inc. | 955 | $219.0K | 0.01% | +20+2.1% | Added |
| James Hambro & Partners | 960 | $220.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 970 | $223.0K | 0.03% | −213−18.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,000 | $229.0K | 0.00% | 00.0% | Unchanged |