| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 1 | $319 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $319 | 0.00% | 00.0% | Unchanged |
| ING Groep NV | 1 | $319 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | – | $319 | 0.00% | – | New |
| SJS Investment Consulting Inc. | 2 | $638 | 0.00% | −1−33.3% | Reduced |
| Baker Avenue Asset Management, LP | 2 | $638 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2 | $638 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $638 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 3 | $951 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $957 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $957 | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 4 | $1.28K | 0.00% | −3−42.9% | Reduced |
| Montag A & Associates Inc | 4 | $1.28K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4 | $1.28K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 4 | $1.28K | 0.00% | +4 | New |
| Central Bank & Trust Co | 5 | $1.59K | 0.00% | +5 | New |
| IFP Advisors, Inc | 19 | $1.80K | 0.00% | −38−66.7% | Reduced |
| State of Wyoming | 6 | $1.91K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 6 | $1.91K | 0.00% | +2+50.0% | Added |
| Ronald Blue Trust, Inc. | 6 | $2.00K | 0.00% | −14−70.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 7 | $2.00K | 0.00% | −1−12.5% | Reduced |
| Steward Financial Group LLC | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| SRS Capital Advisors, Inc. | 7 | $2.23K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 7 | $2.23K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $2.55K | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 9 | $2.87K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 9 | $2.87K | 0.00% | +2+28.6% | Added |
| Capital Advisors, Ltd. LLC | 8 | $3.00K | 0.00% | +5+166.7% | Added |
| TCI Wealth Advisors, Inc. | 10 | $3.19K | 0.00% | −5−33.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 10 | $3.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $3.51K | 0.00% | −1−8.3% | Reduced |
| Prestige Wealth Management Group LLC | 13 | $4.15K | 0.00% | +4+44.4% | Added |
| TD Waterhouse Canada Inc. | 14 | $4.46K | 0.00% | −2−12.5% | Reduced |
| Bogart Wealth, LLC | 14 | $4.46K | 0.00% | +14 | New |
| Salem Investment Counselors Inc | 14 | $4.47K | 0.00% | +14 | New |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $4.78K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 15 | $4.78K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $6.00K | 0.00% | +10+100.0% | Added |
| Colonial Trust Co | 20 | $6.34K | 0.00% | +3+17.6% | Added |
| Central Trust Co | 20 | $6.38K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 20 | $6.38K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 22 | $7.02K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 24 | $7.66K | 0.01% | +17+242.9% | Added |
| Lee Financial Co | 25 | $7.97K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 25 | $7.97K | 0.00% | +16+177.8% | Added |
| EverSource Wealth Advisors, LLC | 26 | $8.29K | 0.00% | +22+550.0% | Added |
| Carolinas Wealth Consulting LLC | 27 | $8.61K | 0.00% | −8−22.9% | Reduced |
| West Branch Capital LLC | 30 | $9.57K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $9.57K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 32 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 33 | $10.5K | 0.00% | +3+10.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 33 | $10.5K | 0.00% | +33 | New |
| Smithfield Trust Co | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 39 | $12.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 40 | $12.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $13.0K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 43 | $13.7K | 0.00% | −11−20.4% | Reduced |
| Private Trust Co NA | 44 | $14.0K | 0.00% | −17−27.9% | Reduced |
| Column Capital Advisors, LLC | 45 | $14.4K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 50 | $15.9K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 52 | $17.0K | 0.00% | +52 | New |
| Quarry LP | 56 | $17.9K | 0.01% | +56 | New |
| Bell Investment Advisors, Inc | 64 | $20.4K | 0.00% | −11−14.7% | Reduced |
| Glassman Wealth Services | 65 | $20.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 65 | $20.7K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 79 | $25.0K | 0.00% | −46−36.8% | Reduced |
| American National Bank | 88 | $28.1K | 0.01% | +88 | New |
| Allworth Financial LP | 90 | $28.7K | 0.00% | +2+2.3% | Added |
| Federation des caisses Desjardins du Quebec | 96 | $30.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 98 | $31.3K | 0.00% | −3−3.0% | Reduced |
| Parkside Financial Bank & Trust | 99 | $31.6K | 0.01% | −1−1.0% | Reduced |
| Arcadia Investment Management Corp | 100 | $31.9K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $31.9K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 116 | $34.1K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 108 | $34.5K | 0.00% | +106+5,300.0% | Added |
| First Horizon Advisors, Inc. | 113 | $36.0K | 0.00% | −1−0.9% | Reduced |
| Lindbrook Capital, LLC | 114 | $36.4K | 0.00% | +50+78.1% | Added |
| Quintet Private Bank (Europe) S.A. | 114 | $36.4K | 0.00% | +114 | New |
| TD Private Client Wealth LLC | 116 | $37.0K | 0.00% | −5−4.1% | Reduced |
| Institutional & Family Asset Management, LLC | 119 | $38.0K | 0.01% | −3−2.5% | Reduced |
| Quent Capital, LLC | 122 | $38.9K | 0.01% | +9+8.0% | Added |
| Achmea Investment Management B.V. | 121 | $39.0K | 0.00% | −3,927−97.0% | Reduced |
| Huntington National Bank | 129 | $41.1K | 0.00% | +33+34.4% | Added |
| Global Retirement Partners, LLC | 133 | $42.7K | 0.00% | +45+51.1% | Added |
| Clear Street Markets LLC | 135 | $43.0K | 0.01% | +135 | New |
| Belpointe Asset Management LLC | 135 | $43.1K | 0.00% | −867−86.5% | Reduced |
| Clearstead Advisors, LLC | 145 | $46.3K | 0.00% | +123+559.1% | Added |
| Horizon Investments, LLC | 164 | $52.3K | 0.00% | +164 | New |
| Whittier Trust Co of Nevada Inc | 165 | $52.6K | 0.00% | +107+184.5% | Added |
| Desjardins Global Asset Management Inc. | 191 | $61.0K | 0.01% | −18−8.6% | Reduced |
| Coastal Capital Group, Inc. | 194 | $61.9K | 0.01% | +194 | New |
| First Manhattan Co | 199 | $63.5K | 0.00% | +81+68.6% | Added |
| KB Financial Partners, LLC | 218 | $70.0K | 0.02% | −37−14.5% | Reduced |
| Ameritas Advisory Services, LLC | 236 | $75.2K | 0.00% | +236 | New |
| GPS Wealth Strategies Group, LLC | 240 | $76.6K | 0.02% | +240 | New |
| Kayne Anderson Rudnick Investment Management LLC | 250 | $79.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 294 | $93.8K | 0.01% | +14+5.0% | Added |
| Acadian Asset Management LLC | 312 | $99.0K | 0.00% | +312 | New |
| Bessemer Group Inc | 315 | $101.0K | 0.00% | +85+37.0% | Added |