| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Massmutual Trust Co FSB | 1 | $264 | 0.00% | −108−99.1% | Reduced |
| Davis Capital Management | 1 | $264 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $264 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $267 | 0.00% | +1 | New |
| Essential Partners LLC | 2 | $529 | 0.00% | −57−96.6% | Reduced |
| Gilpin Wealth Management, LLC | 2 | $529 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $529 | 0.00% | +1+100.0% | Added |
| Freestone Grove Partners LP | 3 | $793 | 0.00% | −1−25.0% | Reduced |
| Ankerstar Wealth, LLC | 3 | $793 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $793 | 0.00% | +3 | New |
| First Command Advisory Services, Inc. | 3 | $793 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $794 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $794 | 0.00% | +1+50.0% | Added |
| JPL Wealth Management, LLC | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 5 | $1.32K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $1.32K | 0.00% | +2+66.7% | Added |
| Rialto Wealth Management, LLC | 5 | $1.32K | 0.00% | +3+150.0% | Added |
| Assetmark, Inc | 6 | $1.59K | 0.00% | −4−40.0% | Reduced |
| Godfrey Financial Associates, Inc. | 6 | $1.59K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 6 | $1.59K | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 7 | $1.85K | 0.00% | +7 | New |
| Rothschild Investment LLC | 8 | $2.12K | 0.00% | −34−81.0% | Reduced |
| NBC Securities, Inc. | 9 | $2.38K | 0.00% | −2−18.2% | Reduced |
| Farmers & Merchants Investments Inc | 9 | $2.38K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 9 | $2.38K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 9 | $2.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $2.65K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 11 | $2.91K | 0.00% | +11 | New |
| Zions Bancorporation, National Association | 11 | $2.91K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 13 | $3.43K | 0.00% | +13 | New |
| MPWM Advisory Solutions, LLC | 13 | $3.44K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 13 | $3.44K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $3.70K | 0.00% | +1+7.7% | Added |
| JFS Wealth Advisors, LLC | 15 | $3.97K | 0.00% | +2+15.4% | Added |
| Ameriflex Group, Inc. | 16 | $4.23K | 0.00% | +16 | New |
| Entrust Financial LLC | 17 | $4.50K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 17 | $4.50K | 0.00% | +12+240.0% | Added |
| Parallel Advisors, LLC | 18 | $4.76K | 0.00% | +3+20.0% | Added |
| Retirement Wealth Solutions LLC | 22 | $5.80K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 | $5.82K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 22 | $5.82K | 0.00% | +22 | New |
| Synergy Investment Management, LLC | 20 | $6.02K | 0.00% | +20 | New |
| CVA Family Office, LLC | 25 | $6.61K | 0.00% | +3+13.6% | Added |
| Institute for Wealth Management, LLC. | 25 | $6.61K | 0.00% | +25 | New |
| UMA Financial Services, Inc. | 26 | $6.88K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 28 | $7.41K | 0.00% | +5+21.7% | Added |
| Steward Partners Investment Advisory, LLC | 32 | $8.46K | 0.00% | −1−3.0% | Reduced |
| EverSource Wealth Advisors, LLC | 33 | $8.73K | 0.00% | −79−70.5% | Reduced |
| Brown Brothers Harriman & Co | 33 | $8.73K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 36 | $9.52K | 0.00% | −47−56.6% | Reduced |
| TD Private Client Wealth LLC | 36 | $9.52K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 45 | $11.9K | 0.00% | +23+104.5% | Added |
| Hantz Financial Services, Inc. | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 48 | $12.7K | 0.00% | −5−9.4% | Reduced |
| Signaturefd, LLC | 56 | $14.8K | 0.00% | +42+300.0% | Added |
| Whittier Trust Co | 62 | $16.8K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 63 | $17.0K | 0.00% | −12−16.0% | Reduced |
| Bell Investment Advisors, Inc | 66 | $17.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 67 | $17.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 71 | $18.8K | 0.00% | +39+121.9% | Added |
| Los Angeles Capital Management LLC | 86 | $22.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 89 | $23.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 96 | $25.4K | 0.00% | +2+2.1% | Added |
| FNY Investment Advisers, LLC | 100 | $26.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 110 | $29.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 121 | $32.0K | 0.02% | −247−67.1% | Reduced |
| Optiver Holding B.V. | 125 | $33.1K | 0.00% | +125 | New |
| Salomon & Ludwin, LLC | 133 | $35.5K | 0.00% | −21−13.6% | Reduced |
| Armstrong Advisory Group, Inc | 140 | $37.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 156 | $41.3K | 0.00% | −12−7.1% | Reduced |
| Versant Capital Management, Inc | 159 | $42.0K | 0.00% | −11−6.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 159 | $42.0K | 0.00% | +63+65.6% | Added |
| Bokf, NA | 193 | $51.0K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 260 | $68.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 262 | $69.3K | 0.00% | −11−4.0% | Reduced |
| Global Retirement Partners, LLC | 292 | $77.3K | 0.00% | +292 | New |
| Advisor Group Holdings, Inc. | 291 | $77.4K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 298 | $78.8K | 0.00% | −188−38.7% | Reduced |
| Orion Capital Management LLC | 357 | $94.4K | 0.03% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 375 | $99.0K | 0.00% | 00.0% | Unchanged |
| Nykredit A/S | 416 | $110.0K | 0.00% | +416 | New |
| Eastern Bank | 430 | $113.7K | 0.00% | −69−13.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 456 | $120.6K | 0.01% | +9+2.0% | Added |
| Tower Research Capital LLC (TRC) | 492 | $130.1K | 0.00% | −629−56.1% | Reduced |
| Atlantic Union Bankshares Corp | 557 | $147.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 564 | $149.2K | 0.00% | −6−1.1% | Reduced |
| KBC Group NV | 567 | $150.0K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 744 | $196.8K | 0.00% | −84,362−99.1% | Reduced |
| DnB Asset Management AS | 764 | $202.0K | 0.00% | +764 | New |
| O'Shaughnessy Asset Management, LLC | 797 | $210.8K | 0.00% | +797 | New |
| MAI Capital Management | 814 | $215.3K | 0.00% | +62+8.2% | Added |
| Bessemer Group Inc | 825 | $218.0K | 0.00% | −875−51.5% | Reduced |
| DRW Securities, LLC | 827 | $218.7K | 0.01% | −2,052−71.3% | Reduced |
| Abel Hall, LLC | 836 | $221.2K | 0.04% | −18−2.1% | Reduced |
| Curat Global, LLC | 838 | $224.8K | 0.19% | −135−13.9% | Reduced |
| MBB Public Markets I LLC | 854 | $225.8K | 0.02% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 874 | $231.1K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 886 | $234.3K | 0.02% | +9+1.0% | Added |