| Y.D. More Investments Ltd | 73 | $41 | 0.00% | +9+14.1% | Added |
| WealthTrak Capital Management LLC | 1 | $210 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $210 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1 | $210 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 1 | $210 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 2 | $419 | 0.00% | +2 | New |
| Transce3nd, LLC | 2 | $420 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $420 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $420 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $420 | 0.00% | +2 | New |
| MPWM Advisory Solutions, LLC | 3 | $629 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $629 | 0.00% | +3 | New |
| Rise Advisors, LLC | 3 | $629 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $630 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $635 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 4 | $871 | 0.00% | −3−42.9% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 5 | $955 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6 | $1.15K | 0.00% | +6 | New |
| Trifecta Capital Advisors, LLC | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 7 | $1.37K | 0.00% | +7 | New |
| Continuum Advisory, LLC | 9 | $1.89K | 0.00% | +2+28.6% | Added |
| Cornerstone Planning Group LLC | 10 | $1.91K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 10 | $2.10K | 0.00% | −34−77.3% | Reduced |
| Rothschild Investment LLC | 10 | $2.10K | 0.00% | +1+11.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $2.11K | 0.00% | −1−9.1% | Reduced |
| Sachetta, LLC | 11 | $2.31K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 12 | $2.52K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $2.52K | 0.00% | +8+200.0% | Added |
| Kiker Wealth Management, LLC | 12 | $2.52K | 0.00% | +12 | New |
| Spire Wealth Management | 12 | $2.52K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 12 | $2.56K | 0.00% | −1−7.7% | Reduced |
| Central Trust Co | 13 | $2.73K | 0.00% | −6−31.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $2.73K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $2.94K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 13 | $3.00K | 0.00% | +1+8.3% | Added |
| HM Payson & Co | 15 | $3.15K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $3.57K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 17 | $3.58K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 20 | $4.20K | 0.00% | +20 | New |
| Saudi Central Bank | 20 | $4.20K | 0.02% | +20 | New |
| WPG Advisers, LLC | 21 | $4.41K | 0.00% | +17+425.0% | Added |
| Whipplewood Advisors, LLC | 84 | $4.62K | 0.00% | +57+211.1% | Added |
| Capital A Wealth Management, LLC | 22 | $4.62K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 22 | $4.62K | 0.00% | +20+1,000.0% | Added |
| Versant Capital Management, Inc | 23 | $4.82K | 0.00% | +23 | New |
| MV Capital Management, Inc. | 24 | $5.03K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $5.24K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 27 | $5.66K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 28 | $5.87K | 0.00% | −13−31.7% | Reduced |
| Brown Brothers Harriman & Co | 28 | $5.87K | 0.00% | +12+75.0% | Added |
| Valley National Advisers Inc | 30 | $6.00K | 0.00% | −11−26.8% | Reduced |
| Grove Bank & Trust | 31 | $6.50K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 34 | $7.24K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 37 | $7.77K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $8.39K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 41 | $8.60K | 0.00% | −18−30.5% | Reduced |
| Prestige Wealth Management Group LLC | 41 | $8.60K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 44 | $9.23K | 0.01% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 44 | $9.23K | 0.01% | +44 | New |
| North Capital, Inc. | 45 | $9.44K | 0.01% | +45 | New |
| REAP Financial Group, LLC | 49 | $10.3K | 0.00% | +18+58.1% | Added |
| Whittier Trust Co | 55 | $11.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $11.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $11.7K | 0.00% | −1−1.8% | Reduced |
| CoreCap Advisors, LLC | 56 | $11.7K | 0.00% | +11+24.4% | Added |
| Cherry Tree Wealth Management, LLC | 56 | $11.7K | 0.00% | +56 | New |
| Cetera Trust Company, N.A | 60 | $12.6K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 60 | $12.6K | 0.00% | +1+1.7% | Added |
| West Paces Advisors Inc. | 62 | $13.0K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 62 | $13.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 62 | $13.0K | 0.00% | +62 | New |
| Umb Bank N A | 75 | $15.7K | 0.00% | +39+108.3% | Added |
| Center for Financial Planning, Inc. | 75 | $15.7K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $17.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 92 | $19.3K | 0.00% | +7+8.2% | Added |
| Smithfield Trust Co | 95 | $20.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 96 | $20.1K | 0.00% | +14+17.1% | Added |
| First Horizon Advisors, Inc. | 98 | $20.6K | 0.00% | +41+71.9% | Added |
| SRS Capital Advisors, Inc. | 105 | $22.1K | 0.00% | −115−52.3% | Reduced |
| Riverview Trust Co | 115 | $24.1K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 146 | $26.0K | 0.02% | −43−22.8% | Reduced |
| Concord Wealth Partners | 125 | $26.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 125 | $26.2K | 0.00% | +125 | New |
| Raleigh Capital Management Inc. | 127 | $26.7K | 0.01% | −44−25.7% | Reduced |
| True Wealth Design, LLC | 130 | $27.3K | 0.01% | +4+3.2% | Added |
| Hemington Wealth Management | 135 | $28.0K | 0.00% | +17+14.4% | Added |
| Alpine Bank Wealth Management | 134 | $28.1K | 0.00% | +134 | New |
| Smartleaf Asset Management LLC | 138 | $28.5K | 0.00% | +4+3.0% | Added |
| J.Safra Asset Management Corp | 138 | $28.9K | 0.00% | +7+5.3% | Added |
| ORG Wealth Partners, LLC | 140 | $29.6K | 0.01% | −418−74.9% | Reduced |
| Private Trust Co NA | 149 | $31.3K | 0.00% | +98+192.2% | Added |
| Cromwell Holdings LLC | 160 | $33.6K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 161 | $33.8K | 0.00% | +122+312.8% | Added |
| Park Square Financial Group, LLC | 177 | $37.1K | 0.03% | −29−14.1% | Reduced |
| Laurel Wealth Advisors LLC | 181 | $38.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 183 | $38.4K | 0.00% | +67+57.8% | Added |
| Huntington National Bank | 185 | $38.8K | 0.00% | −1−0.5% | Reduced |
| Allworth Financial LP | 204 | $39.4K | 0.00% | +30+17.2% | Added |
