| Shell Asset Management Co | 4 | $0 | 0.00% | −2,122−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Colonial Trust Advisors | 1 | $103 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1 | $103 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $207 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $310 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 3 | $323 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $517 | 0.00% | +5 | New |
| Atlas Capital Advisors LLC | 6 | $620 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $724 | 0.00% | +7 | New |
| Morton Brown Family Wealth, LLC | 8 | $828 | 0.00% | +8 | New |
| Avion Wealth | 5 | $1.00K | 0.00% | −8−61.5% | Reduced |
| ClariVest Asset Management LLC | 10 | $1.03K | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 10 | $1.03K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 12 | $1.21K | 0.00% | +12 | New |
| Sound Income Strategies, LLC | 13 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.66K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $1.86K | 0.00% | +18 | New |
| Harbor Investment Advisory, LLC | 19 | $1.97K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 19 | $1.97K | 0.00% | +19 | New |
| Psagot Value Holdings Ltd. / (Israel) | 20 | $2.00K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 22 | $2.28K | 0.00% | −2−8.3% | Reduced |
| MV Capital Management, Inc. | 22 | $2.28K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.38K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 25 | $2.59K | 0.00% | +25 | New |
| VisionPoint Advisory Group, LLC | 27 | $2.79K | 0.00% | +27 | New |
| CarsonAllaria Wealth Management, Ltd. | 27 | $2.88K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 31 | $3.21K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 32 | $3.31K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $3.36K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 33 | $3.41K | 0.00% | +1+3.1% | Added |
| Abound Wealth Management | 34 | $3.52K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 35 | $3.60K | 0.00% | +35 | New |
| Eagle Bay Advisors LLC | 35 | $3.62K | 0.00% | −941−96.4% | Reduced |
| Key Financial Inc | 36 | $3.73K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 37 | $3.83K | 0.00% | +37 | New |
| Harvest Fund Management Co., Ltd | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 41 | $4.24K | 0.00% | +41 | New |
| DHJJ Financial Advisors, Ltd. | 43 | $4.45K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $5.17K | 0.00% | −344−87.3% | Reduced |
| CNB Bank | 50 | $5.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $5.17K | 0.00% | +50 | New |
| Luken Investment Analytics, LLC | 52 | $5.38K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 52 | $5.38K | 0.00% | +52 | New |
| Venturi Wealth Management, LLC | 52 | $5.38K | 0.00% | −4−7.1% | Reduced |
| West Paces Advisors Inc. | 56 | $5.79K | 0.00% | +2+3.7% | Added |
| Delta Asset Management LLC | 57 | $5.90K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 57 | $5.90K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 65 | $6.00K | 0.00% | −5−7.1% | Reduced |
| CVA Family Office, LLC | 60 | $6.21K | 0.00% | +60 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 63 | $6.56K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 72 | $7.00K | 0.00% | +2+2.9% | Added |
| Financial Management Professionals, Inc. | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 68 | $7.04K | 0.01% | +68 | New |
| HM Payson & Co | 75 | $7.76K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 80 | $8.28K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 82 | $8.48K | 0.00% | −40−32.8% | Reduced |
| Baystate Wealth Management LLC | 82 | $8.58K | 0.00% | −50−37.9% | Reduced |
| Jones Financial Companies LLLP | 84 | $8.69K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 84 | $8.69K | 0.00% | +38+82.6% | Added |
| JFS Wealth Advisors, LLC | 88 | $9.11K | 0.00% | +4+4.8% | Added |
| Farmers & Merchants Investments Inc | 99 | $10.2K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| American National Bank | 115 | $11.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 115 | $11.9K | 0.00% | +22+23.7% | Added |
| Aspect Partners, LLC | 117 | $12.1K | 0.01% | +117 | New |
| TD Private Client Wealth LLC | 120 | $12.4K | 0.00% | −178−59.7% | Reduced |
| JNBA Financial Advisors | 120 | $12.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 137 | $14.2K | 0.00% | +137 | New |
| Kelly Financial Services LLC | 140 | $14.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 142 | $14.7K | 0.00% | −32−18.4% | Reduced |
| Covestor Ltd | 140 | $15.0K | 0.01% | +1+0.7% | Added |
| Prestige Wealth Management Group LLC | 144 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 147 | $15.2K | 0.00% | −350−70.4% | Reduced |
| Quent Capital, LLC | 149 | $15.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 170 | $17.6K | 0.00% | +112+193.1% | Added |
| Quarry LP | 173 | $17.9K | 0.01% | −194−52.9% | Reduced |
| Scarborough Advisors, LLC | 179 | $18.5K | 0.00% | +179 | New |
| Newbridge Financial Services Group, Inc. | 181 | $18.7K | 0.01% | −28−13.4% | Reduced |
| Carolinas Wealth Consulting LLC | 6,862 | $18.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 184 | $19.0K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 192 | $19.9K | 0.02% | +192 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 194 | $20.2K | 0.01% | 00.0% | Unchanged |
| Trust Co | 200 | $20.7K | 0.00% | +200 | New |
| Asset Dedication, LLC | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 215 | $22.2K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 225 | $23.3K | 0.01% | +225 | New |
| Assetmark, Inc | 243 | $25.1K | 0.00% | +174+252.2% | Added |
| Deseret Mutual Benefit Administrators | 249 | $25.8K | 0.01% | −77−23.6% | Reduced |
| Criterion Capital Advisors, LLC | 262 | $27.1K | 0.02% | +262 | New |
| Rosenberg Matthew Hamilton | 267 | $27.6K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 270 | $29.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 285 | $29.5K | 0.00% | +266+1,400.0% | Added |
| Mendota Financial Group, LLC | 295 | $30.5K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 300 | $31.0K | 0.00% | 00.0% | Unchanged |