| McGlone Suttner Wealth Management, Inc. | 27 | $15.0K | 0.00% | +27 | New |
| Tradition Wealth Management, LLC | 27 | $15.0K | 0.00% | −1−3.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $15.5K | 0.01% | +23+460.0% | Added |
| Boyd Watterson Asset Management LLC | 30 | $16.7K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 30 | $17.0K | 0.00% | −8−21.1% | Reduced |
| Coston, McIsaac & Partners | 31 | $17.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 31 | $17.2K | 0.01% | −2−6.1% | Reduced |
| LGT Financial Advisors LLC | 32 | $17.8K | 0.02% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 34 | $18.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 35 | $19.4K | 0.00% | −4−10.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 35 | $19.4K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 35 | $19.4K | 0.01% | +35 | New |
| FIL Ltd | 36 | $20.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 36 | $20.0K | 0.04% | +36 | New |
| Front Row Advisors LLC | 40 | $22.2K | 0.01% | −84−67.7% | Reduced |
| Colonial Trust Co | 45 | $25.1K | 0.01% | −7−13.5% | Reduced |
| Valley National Advisers Inc | 48 | $26.0K | 0.00% | +22+84.6% | Added |
| Resurgent Financial Advisors LLC | 47 | $26.1K | 0.02% | −6−11.3% | Reduced |
| Bell Investment Advisors, Inc | 48 | $26.6K | 0.01% | −2−4.0% | Reduced |
| Intelligent Financial Strategies | 50 | $27.8K | 0.02% | −100−66.7% | Reduced |
| Avalon Trust Co | 50 | $27.8K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 50 | $28.0K | 0.01% | +50 | New |
| Ofi Invest Asset Management | 60 | $30.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 55 | $30.5K | 0.00% | +1+1.9% | Added |
| Geo Capital Gestora de Recursos Ltd | 58 | $32.0K | 0.04% | −6−9.4% | Reduced |
| DT Investment Partners, LLC | 62 | $32.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 60 | $33.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 60 | $33.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 60 | $33.3K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 60 | $33.3K | 0.00% | +60 | New |
| Private Wealth Management Group, LLC | 61 | $33.9K | 0.02% | +61 | New |
| Venturi Wealth Management, LLC | 62 | $34.4K | 0.00% | +43+226.3% | Added |
| Covestor Ltd | 63 | $36.0K | 0.02% | −4−6.0% | Reduced |
| First United Bank Trust | 68 | $37.7K | 0.02% | +68 | New |
| Castleview Partners, LLC | 69 | $38.3K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $38.9K | 0.00% | +45+180.0% | Added |
| Raleigh Capital Management Inc. | 72 | $39.8K | 0.02% | +14+24.1% | Added |
| Whittier Trust Co of Nevada Inc | 73 | $40.5K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 76 | $42.2K | 0.01% | −4,712−98.4% | Reduced |
| City State Bank | 78 | $43.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 78 | $43.3K | 0.00% | +17+27.9% | Added |
| HHM Wealth Advisors, LLC | 81 | $45.0K | 0.01% | −10−11.0% | Reduced |
| Financial Connections Group, Inc. | 84 | $46.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 84 | $46.7K | 0.00% | −20−19.2% | Reduced |
| Plato Investment Management Ltd | 85 | $47.2K | 0.06% | +85 | New |
| Spectrum Wealth Counsel, LLC | 86 | $47.7K | 0.01% | +86 | New |
| O'Dell Group, LLC | 87 | $48.3K | 0.01% | +87 | New |
| Ronald Blue Trust, Inc. | 110 | $49.0K | 0.00% | −24−17.9% | Reduced |
| Carolinas Wealth Consulting LLC | 90 | $50.0K | 0.01% | −19−17.4% | Reduced |
| Webster Bank, N. A. | 92 | $51.1K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 95 | $53.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $55.5K | 0.02% | 00.0% | Unchanged |
| Horizons Wealth Management | 100 | $55.5K | 0.04% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $55.5K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 100 | $56.0K | 0.03% | +100 | New |
| Baldwin Brothers Inc | 102 | $56.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 107 | $59.4K | 0.01% | −17−13.7% | Reduced |
| Pineridge Advisors LLC | 107 | $59.4K | 0.02% | +107 | New |
| Spartan Planning & Wealth Management | 109 | $60.5K | 0.06% | +109 | New |
| Private Trust Co NA | 116 | $64.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 119 | $66.1K | 0.00% | +5+4.4% | Added |
| Mascoma Wealth Management LLC | 120 | $66.6K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 128 | $71.0K | 0.01% | −12−8.6% | Reduced |
| Harbour Investments, Inc. | 130 | $72.2K | 0.00% | +58+80.6% | Added |
| Anchor Investment Management, LLC | 144 | $79.9K | 0.01% | −20−12.2% | Reduced |
| Colonial Trust Advisors | 150 | $83.3K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 152 | $84.4K | 0.01% | +2+1.3% | Added |
| Point72 Europe (London) LLP | 159 | $88.3K | 0.01% | +159 | New |
| Barrett & Company, Inc. | 160 | $88.8K | 0.05% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 163 | $90.5K | 0.01% | −106−39.4% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 168 | $93.0K | 0.05% | +108+180.0% | Added |
| Osterweis Capital Management Inc | 173 | $96.0K | 0.01% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 185 | $103.0K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 188 | $104.3K | 0.01% | +20+11.9% | Added |
| Dougherty Wealth Advisers LLC | 190 | $105.5K | 0.10% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 192 | $106.6K | 0.08% | 00.0% | Unchanged |
| CVA Family Office, LLC | 195 | $108.2K | 0.02% | +195 | New |
| Heritage Wealth Advisors | 198 | $109.9K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 200 | $111.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $111.4K | 0.00% | 00.0% | Unchanged |
| Groupama Asset Managment | 202 | $112.2K | 0.00% | +202 | New |
| Kelly Financial Services LLC | 204 | $113.2K | 0.05% | +14+7.4% | Added |
| Rakuten Investment Management, Inc. | 206 | $114.7K | 0.00% | +206 | New |
| J. Stern & Co. LLP | 233 | $120.0K | 0.02% | +233 | New |
| Princeton Global Asset Management LLC | 217 | $120.4K | 0.03% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 221 | $122.7K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 232 | $129.0K | 0.02% | 00.0% | Unchanged |
| Natixis Investment Managers International | 239 | $132.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 238 | $133.0K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 240 | $133.2K | 0.03% | −28−10.4% | Reduced |
| Quent Capital, LLC | 245 | $136.0K | 0.02% | +94+62.3% | Added |
| Nkcfo LLC | 255 | $142.0K | 0.08% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 257 | $142.6K | 0.04% | +257 | New |
| Benjamin Edwards Inc | 259 | $144.0K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 260 | $144.3K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 261 | $144.9K | 0.03% | +8+3.2% | Added |
| Glassman Wealth Services | 270 | $149.9K | 0.02% | +15+5.9% | Added |
| Farther Finance Advisors, LLC | 274 | $152.2K | 0.01% | +184+204.4% | Added |
| Smartleaf Asset Management LLC | 285 | $158.7K | 0.04% | +285 | New |
| First Horizon Advisors, Inc. | 293 | $162.6K | 0.01% | −6−2.0% | Reduced |
