| WestEnd Advisors, LLC | 1 | $658 | 0.00% | – | – |
| USA Financial Portformulas Corp | 1 | $1.00K | 0.00% | −1,688−99.9% | Reduced |
| Macroview Investment Management LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $1.00K | 0.00% | +1 | New |
| Benjamin Edwards Inc | 1 | $1.00K | 0.00% | +1 | New |
| American Research & Management Co. | 1 | $1.00K | 0.00% | +1 | New |
| Column Capital Advisors, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Harvest Group Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Curi Capital | 2 | $1.00K | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Morton Brown Family Wealth, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Washington Trust Co | 3 | $2.00K | 0.00% | −15−83.3% | Reduced |
| AdvisorNet Financial, Inc | 3 | $2.00K | 0.00% | +3 | New |
| Cornerstone Advisory, LLC | 3 | $2.00K | 0.00% | +3 | New |
| Core Alternative Capital | 3 | $2.00K | 0.00% | +3 | New |
| Meeder Asset Management Inc | 4 | $3.00K | 0.00% | −1,817−99.8% | Reduced |
| Harbor Investment Advisory, LLC | 4 | $3.00K | 0.00% | −42−91.3% | Reduced |
| ClariVest Asset Management LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $3.00K | 0.00% | +4 | New |
| Arlington Partners LLC | 4 | $3.00K | 0.00% | +4 | New |
| Lee Financial Co | 4 | $3.00K | 0.00% | +4 | New |
| Ahrens Investment Partners LLC | 5 | $3.00K | 0.00% | +5 | New |
| Sierra Capital LLC | 5 | $3.00K | 0.00% | +5 | New |
| Standard Family Office LLC | 5 | $3.00K | 0.03% | +5 | New |
| Schubert & Co | 5 | $3.00K | 0.00% | +5 | New |
| Amplius Wealth Advisors, LLC | 6 | $3.00K | 0.00% | +6 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 5 | $3.00K | 0.00% | +5 | New |
| True Link Financial Advisors, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 8 | $4.00K | 0.01% | +8 | New |
| JNBA Financial Advisors | 8 | $5.00K | 0.00% | −42−84.0% | Reduced |
| Bedel Financial Consulting, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $6.58K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 10 | $7.00K | 0.01% | +10 | New |
| Retirement Planning Co of New England, Inc. | 12 | $7.00K | 0.00% | +12 | New |
| Tyler-Stone Wealth Management | 10 | $7.00K | 0.00% | +10 | New |
| McDonald Partners LLC | 12 | $7.90K | 0.01% | −630−98.1% | Reduced |
| Absolute Capital Management, LLC | 12 | $7.90K | 0.01% | +12 | New |
| Holloway Wealth Management, LLC | – | $9.00K | 0.00% | – | – |
| Aspire Private Capital, LLC | 13 | $9.00K | 0.00% | −1−7.1% | Reduced |
| Advanced Research Investment Solutions, LLC | 15 | $9.00K | 0.00% | +15 | New |
| Tucker Asset Management LLC | 15 | $9.92K | 0.00% | +15 | New |
| Valley National Advisers Inc | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 16 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $12.0K | 0.00% | −111−86.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 18 | $12.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 19 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 19 | $13.0K | 0.00% | +1+5.6% | Added |
| Field & Main Bank | 20 | $13.0K | 0.01% | +20 | New |
| Laurel Wealth Advisors LLC | 22 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 23 | $15.0K | 0.00% | −77−77.0% | Reduced |
| JJJ Advisors Inc. | 23 | $15.0K | 0.00% | −1−4.2% | Reduced |
| Financial Enhancement Group LLC | 23 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 25 | $16.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 24 | $16.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 25 | $16.5K | 0.01% | +25 | New |
| Ten Capital Wealth Advisors, LLC | 26 | $17.0K | 0.01% | +26 | New |
| Ahl Investment Management, Inc. | 26 | $17.0K | 0.02% | +26 | New |
| First Financial Corp | 28 | $18.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 27 | $18.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 28 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 30 | $20.0K | 0.00% | +1+3.4% | Added |
| Mascoma Wealth Management LLC | 32 | $21.0K | 0.01% | +32 | New |
| MV Capital Management, Inc. | 33 | $22.0K | 0.00% | +10+43.5% | Added |
| Massmutual Trust Co FSB | 35 | $23.0K | 0.00% | −4−10.3% | Reduced |
| West Oak Capital, LLC | 35 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 35 | $23.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 38 | $25.0K | 0.02% | +15+65.2% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 40 | $26.0K | 0.01% | −50−55.6% | Reduced |
| Dark Forest Capital Management LP | 42 | $28.0K | 0.01% | +7+20.0% | Added |
| EverSource Wealth Advisors, LLC | 42 | $28.0K | 0.01% | +42 | New |
| Farmers & Merchants Investments Inc | 44 | $29.0K | 0.00% | −2−4.3% | Reduced |
| Catalyst Capital Advisors LLC | 47 | $31.0K | 0.00% | −4−7.8% | Reduced |
| Wagner Wealth Management, LLC | 47 | $31.0K | 0.02% | 00.0% | Unchanged |
| Earnest Partners LLC | 47 | $31.0K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $33.0K | 0.02% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 50 | $33.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 51 | $34.0K | 0.01% | +5+10.9% | Added |
| Brewin Dolphin Wealth Management Ltd | 55 | $36.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $37.0K | 0.01% | +1+1.8% | Added |
| Lindbrook Capital, LLC | 57 | $38.0K | 0.01% | +11+23.9% | Added |
| High Net Worth Advisory Group LLC | 58 | $38.0K | 0.01% | +58 | New |
| Salem Investment Counselors Inc | 59 | $39.0K | 0.00% | +59 | New |
| Caldwell Trust Co | 60 | $39.5K | 0.00% | 00.0% | Unchanged |
