| Colonial Trust Co | 18 | $1.08K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 18 | $1.08K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 19 | $1.14K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $1.19K | 0.00% | −3−13.6% | Reduced |
| Friedenthal Financial | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 20 | $1.20K | 0.00% | +20 | New |
| Gen-Wealth Partners Inc | 21 | $1.26K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 21 | $1.26K | 0.00% | +5+31.3% | Added |
| Whittier Trust Co of Nevada Inc | 21 | $1.26K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 22 | $1.31K | 0.00% | +22 | New |
| Armstrong Advisory Group, Inc | 22 | $1.32K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 24 | $1.44K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $1.44K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.44K | 0.00% | +4+20.0% | Added |
| IFP Advisors, Inc | 25 | $1.50K | 0.00% | −9−26.5% | Reduced |
| Bryn Mawr Trust Co | 26 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $1.56K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 26 | $1.56K | 0.00% | +26 | New |
| TD Waterhouse Canada Inc. | 27 | $1.61K | 0.00% | −6−18.2% | Reduced |
| Cornerstone National Bank & Trust Co | 27 | $1.61K | 0.00% | +27 | New |
| Oakworth Capital, Inc. | 27 | $1.62K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 27 | $1.62K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 28 | $1.68K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 30 | $1.80K | 0.00% | +5+20.0% | Added |
| Atlantic Union Bankshares Corp | 30 | $1.80K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 32 | $1.92K | 0.00% | +14+77.8% | Added |
| Torren Management, LLC | 34 | $2.04K | 0.00% | −741−95.6% | Reduced |
| Hughes Financial Services, LLC | 34 | $2.04K | 0.00% | +3+9.7% | Added |
| MV Capital Management, Inc. | 37 | $2.22K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 37 | $2.22K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 37 | $2.32K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 39 | $2.33K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $2.46K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 43 | $2.58K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 44 | $2.63K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 47 | $2.81K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $2.93K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 51 | $3.05K | 0.00% | −4−7.3% | Reduced |
| Assetmark, Inc | 51 | $3.05K | 0.00% | +19+59.4% | Added |
| Geneos Wealth Management Inc. | 52 | $3.11K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 52 | $3.11K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 52 | $3.15K | 0.00% | +32+160.0% | Added |
| Farmers & Merchants Investments Inc | 54 | $3.23K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 58 | $3.47K | 0.00% | +58 | New |
| Caldwell Trust Co | 59 | $3.53K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 59 | $3.53K | 0.00% | +37+168.2% | Added |
| JFS Wealth Advisors, LLC | 60 | $3.59K | 0.00% | +1+1.7% | Added |
| South State Corp. | 61 | $3.65K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 61 | $3.67K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 63 | $3.77K | 0.00% | −115−64.6% | Reduced |
| NBC Securities, Inc. | 73 | $4.37K | 0.00% | +1+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 73 | $4.37K | 0.00% | +2+2.8% | Added |
| Ronald Blue Trust, Inc. | 84 | $5.03K | 0.00% | +2+2.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 85 | $5.09K | 0.00% | +85 | New |
| Brown Brothers Harriman & Co | 87 | $5.21K | 0.00% | +56+180.6% | Added |
| BankPlus Trust Department | 91 | $5.45K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 94 | $5.63K | 0.00% | +64+213.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 95 | $5.69K | 0.00% | +84+763.6% | Added |
| Ameriflex Group, Inc. | 100 | $5.99K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 101 | $6.05K | 0.00% | +1+1.0% | Added |
| Leonteq Securities AG | 102 | $6.11K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 102 | $6.11K | 0.00% | +96+1,600.0% | Added |
| CoreCap Advisors, LLC | 112 | $6.71K | 0.00% | +2+1.8% | Added |
| Bogart Wealth, LLC | 113 | $6.77K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 120 | $7.19K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 126 | $7.54K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 128 | $7.67K | 0.00% | +128 | New |
| Roble, Belko & Company, Inc | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 136 | $8.14K | 0.00% | −2−1.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 145 | $8.68K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 153 | $9.16K | 0.00% | +2+1.3% | Added |
| Eastern Bank | 156 | $9.34K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 157 | $9.40K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 164 | $9.82K | 0.00% | −155−48.6% | Reduced |
| Massmutual Trust Co FSB | 171 | $10.2K | 0.00% | +26+17.9% | Added |
| Cassaday & Co Wealth Management LLC | 196 | $11.7K | 0.00% | +196 | New |
| Salem Investment Counselors Inc | 209 | $12.5K | 0.00% | +209 | New |
| St Germain D J Co Inc | 225 | $13.5K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 262 | $15.2K | 0.00% | +262 | New |
| Hilltop National Bank | 267 | $16.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 283 | $16.9K | 0.00% | −13−4.4% | Reduced |
| Los Angeles Capital Management LLC | 294 | $17.6K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 297 | $17.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 305 | $18.3K | 0.00% | +24+8.5% | Added |
| Versant Capital Management, Inc | 317 | $19.0K | 0.00% | +112+54.6% | Added |
| Jones Financial Companies LLLP | 341 | $20.5K | 0.00% | +16+4.9% | Added |
| Rockefeller Capital Management L.P. | 411 | $24.6K | 0.00% | +155+60.5% | Added |
| Parkside Financial Bank & Trust | 413 | $24.7K | 0.00% | −20−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 439 | $26.3K | 0.00% | −28−6.0% | Reduced |
| GWM Advisors LLC | 440 | $26.3K | 0.00% | +6+1.4% | Added |
| Farther Finance Advisors, LLC | 488 | $29.1K | 0.00% | +106+27.7% | Added |
| Essential Partners LLC | 500 | $29.9K | 0.01% | −4−0.8% | Reduced |