| TFC Financial Management | 1 | $54 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2 | $106 | 0.00% | −299−99.3% | Reduced |
| National Pension Service | 3 | $159 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $201 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $266 | 0.00% | +2+66.7% | Added |
| Tompkins Financial Corp | 6 | $319 | 0.00% | +6 | New |
| Fairman Group, LLC | 7 | $372 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 8 | $425 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $478 | 0.00% | −10−52.6% | Reduced |
| Quest Partners LLC | 10 | $531 | 0.00% | −307−96.8% | Reduced |
| Tfo-TDC, LLC | 11 | $584 | 0.00% | −6−35.3% | Reduced |
| WR Wealth Planners, LLC | 16 | $850 | 0.00% | +16 | New |
| Glen Eagle Advisors, LLC | 18 | $974 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 19 | $998 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $1.12K | 0.00% | +21 | New |
| Rosenberg Matthew Hamilton | 22 | $1.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.22K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 28 | $1.49K | 0.00% | +28 | New |
| Creekmur Asset Management LLC | 29 | $1.55K | 0.00% | +29 | New |
| Key Financial Inc | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 37 | $1.97K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 37 | $1.97K | 0.00% | +37 | New |
| Toth Financial Advisory Corp | 40 | $2.12K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 42 | $2.23K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 42 | $2.24K | 0.00% | +1+2.4% | Added |
| Glass Jacobson Investment Advisors llc | 47 | $2.50K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $2.65K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $2.66K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 54 | $2.87K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 63 | $3.23K | 0.00% | +1+1.6% | Added |
| Umb Bank N A | 61 | $3.24K | 0.00% | +61 | New |
| Delta Asset Management LLC | 65 | $3.45K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 65 | $3.45K | 0.00% | +65 | New |
| JJJ Advisors Inc. | 67 | $3.56K | 0.00% | +1+1.5% | Added |
| Meeder Asset Management Inc | 72 | $3.82K | 0.00% | +72 | New |
| Valley National Advisers Inc | 80 | $4.00K | 0.00% | −95−54.3% | Reduced |
| SJS Investment Consulting Inc. | 77 | $4.09K | 0.00% | −3−3.8% | Reduced |
| Pinnacle Bancorp, Inc. | 86 | $4.57K | 0.00% | −31−26.5% | Reduced |
| St. Johns Investment Management Company, LLC | 90 | $4.78K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 90 | $4.78K | 0.00% | +10+12.5% | Added |
| LRI Investments, LLC | 94 | $4.99K | 0.00% | +94 | New |
| Fortitude Family Office, LLC | 97 | $5.15K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $5.20K | 0.00% | +100 | New |
| FWL Investment Management, LLC | 100 | $5.31K | 0.00% | +100 | New |
| Private Wealth Management Group, LLC | 106 | $5.63K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 107 | $5.68K | 0.00% | −912−89.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 111 | $5.89K | 0.00% | +111 | New |
| Parkside Financial Bank & Trust | 111 | $5.89K | 0.00% | +41+58.6% | Added |
| Avion Wealth | 111 | $6.00K | 0.00% | +1+0.9% | Added |
| NBC Securities, Inc. | 117 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 120 | $6.37K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 121 | $6.42K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 130 | $6.70K | 0.00% | −22−14.5% | Reduced |
| Wetzel Investment Advisors, Inc. | 144 | $6.85K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 130 | $6.90K | 0.00% | +130 | New |
| Sunbelt Securities, Inc. | 132 | $7.03K | 0.00% | +100+312.5% | Added |
| Bell Investment Advisors, Inc | 134 | $7.12K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 138 | $7.33K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 144 | $7.35K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 140 | $7.46K | 0.00% | +1+0.7% | Added |
| Gradient Investments LLC | 149 | $7.90K | 0.00% | −143−49.0% | Reduced |
| Clearstead Advisors, LLC | 156 | $8.02K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 153 | $8.12K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 154 | $8.19K | 0.00% | −943−86.0% | Reduced |
| Scarborough Advisors, LLC | 161 | $8.54K | 0.00% | +1+0.6% | Added |
| Pingora Partners LLC | 165 | $8.76K | 0.01% | +165 | New |
| Bruce G. Allen Investments, LLC | 166 | $8.81K | 0.01% | +15+9.9% | Added |
| Massmutual Trust Co FSB | 169 | $8.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 174 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 172 | $9.13K | 0.00% | −31−15.3% | Reduced |
| Duncker Streett & Co Inc | 186 | $9.88K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 211 | $11.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 242 | $12.8K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 245 | $13.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 245 | $13.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 250 | $13.3K | 0.00% | +150+150.0% | Added |
| Northwest Bank & Trust Co | 278 | $13.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 260 | $13.8K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 262 | $13.9K | 0.00% | +262 | New |
| Bessemer Group Inc | 265 | $15.0K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 285 | $15.1K | 0.00% | +285 | New |
| Zions Bancorporation, N.A. | 286 | $15.2K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 336 | $18.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 355 | $18.9K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 356 | $18.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 366 | $19.4K | 0.00% | −11−2.9% | Reduced |
| Hexagon Capital Partners LLC | 368 | $19.5K | 0.00% | −18−4.7% | Reduced |
| Harbour Investments, Inc. | 378 | $20.1K | 0.00% | +248+190.8% | Added |
| Larson Financial Group LLC | 383 | $20.4K | 0.00% | +124+47.9% | Added |
| Riverview Trust Co | 394 | $20.9K | 0.02% | +394 | New |
| Adirondack Trust Co | 400 | $21.2K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 400 | $21.2K | 0.00% | −50−11.1% | Reduced |
| Tyler-Stone Wealth Management | 400 | $21.2K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 423 | $22.5K | 0.00% | +153+56.7% | Added |
| Private Trust Co NA | 430 | $22.8K | 0.00% | −13−2.9% | Reduced |
| V-Square Quantitative Management LLC | 524 | $27.8K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 566 | $30.1K | 0.03% | +566 | New |