| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3 | $0 | 0.00% | +3 | New |
| BerganKDV Wealth Management, LLC | 1 | $294 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $294 | 0.00% | +1 | New |
| Baker Avenue Asset Management, LP | 2 | $589 | 0.00% | +2 | New |
| Sugarloaf Wealth Management, LLC | 2 | $589 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $667 | 0.00% | −3,826−99.9% | Reduced |
| Versant Capital Management, Inc | 3 | $883 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $883 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $883 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $883 | 0.00% | +2+200.0% | Added |
| McElhenny Sheffield Capital Management, LLC | 3 | $883 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| Umb Bank N A | 4 | $1.00K | 0.00% | +4 | New |
| Penserra Capital Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| Level Financial Advisors, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| EverSource Wealth Advisors, LLC | 4 | $1.18K | 0.00% | −4−50.0% | Reduced |
| Montag A & Associates Inc | 4 | $1.18K | 0.00% | +4 | New |
| Fortis Capital Advisors, LLC | 4 | $1.18K | 0.00% | +4 | New |
| RWM Asset Management, LLC | 5 | $1.47K | 0.00% | +5 | New |
| Freedom Wealth Alliance, LLC | 5 | $1.47K | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $1.75K | 0.00% | +6 | New |
| State of Wyoming | 6 | $1.77K | 0.00% | +1+20.0% | Added |
| TD Ameritrade Investment Management, LLC | 8 | $2.00K | 0.00% | −17−68.0% | Reduced |
| Harvest Group Wealth Management, LLC | 7 | $2.06K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 7 | $2.06K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $2.06K | 0.00% | +4+133.3% | Added |
| Schubert & Co | 7 | $2.06K | 0.00% | +1+16.7% | Added |
| Farther Finance Advisors, LLC | 7 | $2.06K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 9 | $2.65K | 0.00% | −8−47.1% | Reduced |
| Prestige Wealth Management Group LLC | 9 | $2.65K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 10 | $2.94K | 0.00% | +10 | New |
| Hazlett, Burt & Watson, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 9 | $3.00K | 0.00% | +2+28.6% | Added |
| JFS Wealth Advisors, LLC | 12 | $3.53K | 0.00% | −25−67.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 13 | $3.83K | 0.00% | +13 | New |
| Johnson Midwest Financial, LLC | 15 | $4.00K | 0.01% | +15 | New |
| EWG Elevate Inc. | 14 | $4.12K | 0.00% | +14 | New |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $4.42K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 15 | $4.42K | 0.00% | +5+50.0% | Added |
| TD Waterhouse Canada Inc. | 16 | $4.58K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 20 | $5.00K | 0.00% | −2−9.1% | Reduced |
| Comerica Securities,inc. | 17 | $5.00K | 0.00% | +17 | New |
| Colonial Trust Co | 17 | $5.02K | 0.00% | +17 | New |
| Money Concepts Capital Corp | 18 | $5.30K | 0.00% | +18 | New |
| Bourgeon Capital Management LLC | 20 | $5.89K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 20 | $5.89K | 0.00% | +20 | New |
| IFP Advisors, Inc | 57 | $6.00K | 0.00% | +50+714.3% | Added |
| Crewe Advisors LLC | 22 | $6.48K | 0.00% | −21−48.8% | Reduced |
| Clearstead Advisors, LLC | 22 | $6.48K | 0.00% | +22 | New |
| Lee Financial Co | 25 | $7.36K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 30 | $8.83K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $8.83K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $8.83K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 32 | $9.42K | 0.00% | +2+6.7% | Added |
| Smithfield Trust Co | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 35 | $10.3K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $11.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 40 | $11.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $12.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 45 | $13.2K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 50 | $14.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 54 | $15.9K | 0.00% | +13+31.7% | Added |
| Whittier Trust Co of Nevada Inc | 58 | $17.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 61 | $18.0K | 0.00% | +25+69.4% | Added |
| Lindbrook Capital, LLC | 64 | $18.8K | 0.00% | +45+236.8% | Added |
| Riverview Trust Co | 65 | $19.0K | 0.02% | 00.0% | Unchanged |
| Glassman Wealth Services | 65 | $19.1K | 0.00% | +1+1.6% | Added |
| Bell Investment Advisors, Inc | 75 | $22.1K | 0.01% | +8+11.9% | Added |
| Accurate Wealth Management, LLC | 77 | $23.0K | 0.01% | +77 | New |
| Global Retirement Partners, LLC | 88 | $25.9K | 0.00% | +37+72.5% | Added |
| Allworth Financial LP | 88 | $25.9K | 0.00% | +55+166.7% | Added |
| Federation des caisses Desjardins du Quebec | 96 | $28.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 96 | $28.3K | 0.00% | −74−43.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $29.4K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 100 | $29.4K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $29.4K | 0.01% | +25+33.3% | Added |
| Washington Trust Advisors, Inc. | 101 | $29.7K | 0.00% | −159−61.2% | Reduced |
| Quent Capital, LLC | 113 | $33.3K | 0.01% | −2−1.7% | Reduced |
| First Horizon Advisors, Inc. | 114 | $33.6K | 0.00% | +17+17.5% | Added |
| FinTrust Capital Advisors, LLC | 116 | $34.1K | 0.01% | −54−31.8% | Reduced |
| First Manhattan Co | 118 | $34.7K | 0.00% | +118 | New |
| TD Private Client Wealth LLC | 121 | $35.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 122 | $35.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 125 | $37.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 140 | $41.2K | 0.01% | +70+100.0% | Added |
| Balyasny Asset Management LLC | 141 | $41.5K | 0.00% | −138,985−99.9% | Reduced |
| Compagnie Lombard Odier SCmA | 151 | $44.0K | 0.00% | +151 | New |
| Northwestern Mutual Wealth Management Co | 180 | $53.0K | 0.00% | +13+7.8% | Added |
| Altshuler Shaham Ltd | 199 | $58.6K | 0.00% | +199 | New |
| Desjardins Global Asset Management Inc. | 209 | $61.0K | 0.01% | +6+3.0% | Added |
| Bessemer Group Inc | 230 | $68.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 250 | $73.6K | 0.00% | +250 | New |
| KB Financial Partners, LLC | 255 | $75.0K | 0.03% | −24−8.6% | Reduced |
| National Bank of Canada | 256 | $75.4K | 0.00% | +10+4.1% | Added |
| Quadrant Capital Group LLC | 280 | $82.4K | 0.01% | −16−5.4% | Reduced |
| Sutton Wealth Advisors Inc. | 305 | $89.8K | 0.03% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 323 | $95.1K | 0.03% | +323 | New |
| Covestor Ltd | 394 | $116.0K | 0.09% | +26+7.1% | Added |
| Spire Wealth Management | 415 | $122.0K | 0.01% | −6−1.4% | Reduced |