| Wetzel Investment Advisors, Inc. | 100 | $56.0K | 0.03% | +100 | New |
| 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 |
| Harel Insurance Investments & Financial Services Ltd. | 95 | $53.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 92 | $51.1K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 90 | $50.0K | 0.01% | −19−17.4% | Reduced |
| Ronald Blue Trust, Inc. | 110 | $49.0K | 0.00% | −24−17.9% | Reduced |
| O'Dell Group, LLC | 87 | $48.3K | 0.01% | +87 | New |
| Spectrum Wealth Counsel, LLC | 86 | $47.7K | 0.01% | +86 | New |
| Plato Investment Management Ltd | 85 | $47.2K | 0.06% | +85 | New |
| Washington Trust Advisors, Inc. | 84 | $46.7K | 0.00% | −20−19.2% | Reduced |
| Financial Connections Group, Inc. | 84 | $46.0K | 0.03% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 81 | $45.0K | 0.01% | −10−11.0% | Reduced |
| Catalyst Capital Advisors LLC | 78 | $43.3K | 0.00% | +17+27.9% | Added |
| City State Bank | 78 | $43.0K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 76 | $42.2K | 0.01% | −4,712−98.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 73 | $40.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 72 | $39.8K | 0.02% | +14+24.1% | Added |
| JFS Wealth Advisors, LLC | 70 | $38.9K | 0.00% | +45+180.0% | Added |
| Castleview Partners, LLC | 69 | $38.3K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 68 | $37.7K | 0.02% | +68 | New |
| Covestor Ltd | 63 | $36.0K | 0.02% | −4−6.0% | Reduced |
| Venturi Wealth Management, LLC | 62 | $34.4K | 0.00% | +43+226.3% | Added |
| Private Wealth Management Group, LLC | 61 | $33.9K | 0.02% | +61 | New |
| 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 |
| DT Investment Partners, LLC | 62 | $32.3K | 0.00% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 58 | $32.0K | 0.04% | −6−9.4% | Reduced |
| MV Capital Management, Inc. | 55 | $30.5K | 0.00% | +1+1.9% | Added |
| Ofi Invest Asset Management | 60 | $30.1K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 50 | $28.0K | 0.01% | +50 | New |
| Intelligent Financial Strategies | 50 | $27.8K | 0.02% | −100−66.7% | Reduced |
| Avalon Trust Co | 50 | $27.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $26.6K | 0.01% | −2−4.0% | Reduced |
| Resurgent Financial Advisors LLC | 47 | $26.1K | 0.02% | −6−11.3% | Reduced |
| Valley National Advisers Inc | 48 | $26.0K | 0.00% | +22+84.6% | Added |
| Colonial Trust Co | 45 | $25.1K | 0.01% | −7−13.5% | Reduced |
| Front Row Advisors LLC | 40 | $22.2K | 0.01% | −84−67.7% | Reduced |
| FIL Ltd | 36 | $20.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 36 | $20.0K | 0.04% | +36 | New |
| 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 |
| Armstrong Advisory Group, Inc | 34 | $18.9K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 32 | $17.8K | 0.02% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 31 | $17.2K | 0.01% | −2−6.1% | Reduced |
| 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 |
| Boyd Watterson Asset Management LLC | 30 | $16.7K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $15.5K | 0.01% | +23+460.0% | Added |
| Tradition Wealth Management, LLC | 27 | $15.0K | 0.00% | −1−3.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 27 | $15.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 27 | $15.0K | 0.00% | +27 | New |
| McGlone Suttner Wealth Management, Inc. | 27 | $15.0K | 0.00% | +27 | New |
| USA Financial Portformulas Corp | 26 | $14.4K | 0.00% | −383−93.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 25 | $13.9K | 0.01% | +25 | New |
| Clear Investment Research, LLC | 25 | $13.9K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 25 | $13.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 25 | $13.9K | 0.01% | +25 | New |
| Wolff Wiese Magana LLC | 23 | $12.8K | 0.01% | −210−90.1% | Reduced |
| Planning Capital Management Corp | 23 | $12.8K | 0.01% | +23 | New |
| Core Alternative Capital | 23 | $12.8K | 0.00% | −1−4.2% | Reduced |
| Laurel Wealth Advisors LLC | 22 | $12.2K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $12.2K | 0.00% | +1+4.8% | Added |
| AdvisorNet Financial, Inc | 22 | $12.2K | 0.00% | +13+144.4% | Added |
| Avion Wealth | 22 | $12.0K | 0.00% | +2+10.0% | Added |
| Annapolis Financial Services, LLC | 21 | $11.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 21 | $11.7K | 0.00% | +1+5.0% | Added |
| Red Tortoise LLC | 21 | $11.7K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 21 | $11.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $11.1K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 20 | $11.1K | 0.00% | +20 | New |
| Field & Main Bank | 20 | $11.1K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 19 | $10.5K | 0.00% | +19 | New |
| Cetera Trust Company, N.A | 18 | $9.99K | 0.01% | +18 | New |
| Financial Synergies Wealth Advisors, Inc. | 24 | $9.79K | 0.00% | +2+9.1% | Added |
| Larson Financial Group LLC | 17 | $9.44K | 0.00% | −17−50.0% | Reduced |
| IAG Wealth Partners, LLC | 17 | $9.44K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $9.44K | 0.01% | +17 | New |
| Valued Wealth Advisors LLC | 21 | $9.18K | 0.01% | +21 | New |
| FinTrust Capital Advisors, LLC | 16 | $8.88K | 0.00% | +16 | New |
| Beaird Harris Wealth Management, LLC | 16 | $8.88K | 0.00% | +16 | New |
| Beacon Capital Management, LLC | 20 | $8.74K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $8.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 15 | $8.33K | 0.00% | +1+7.1% | Added |
| Thompson Siegel & Walmsley LLC | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $7.77K | 0.00% | +14 | New |
| Moisand Fitzgerald Tamayo, LLC | 14 | $7.77K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $7.77K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 13 | $6.85K | 0.00% | +13 | New |
| Macroview Investment Management LLC | 12 | $6.66K | 0.01% | 00.0% | Unchanged |
| Pier Capital, LLC | 12 | $6.66K | 0.00% | +3+33.3% | Added |
| NBT Bank N A | 12 | $6.66K | 0.00% | +12 | New |
| First Financial Corp | 12 | $6.66K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10 | $5.55K | 0.00% | −5−33.3% | Reduced |
| Westside Investment Management, Inc. | 10 | $5.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $5.55K | 0.00% | 00.0% | Unchanged |
