| Centricity Wealth Management, LLC | 23 | $12.3K | 0.01% | 00.0% | Unchanged |
| S&T Bank | 23 | $12.3K | 0.00% | +23 | New |
| Sunbelt Securities, Inc. | 31 | $12.8K | 0.00% | −2−6.1% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 25 | $13.4K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 26 | $13.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 27 | $14.5K | 0.00% | −2−6.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 27 | $14.5K | 0.01% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 27 | $14.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $15.0K | 0.00% | +25+833.3% | Added |
| Truvestments Capital LLC | 30 | $16.1K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 30 | $16.1K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 30 | $16.1K | 0.01% | +12+66.7% | Added |
| Fortitude Family Office, LLC | 30 | $16.1K | 0.01% | +13+76.5% | Added |
| Sierra Ocean, LLC | 31 | $16.6K | 0.01% | −19−38.0% | Reduced |
| Coston, McIsaac & Partners | 32 | $17.0K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 32 | $17.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 34 | $18.2K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 34 | $18.2K | 0.03% | +6+21.4% | Added |
| Spurstone Advisory Services, LLC | 35 | $18.8K | 0.28% | +35 | New |
| Lummis Asset Management, LP | 35 | $18.8K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 36 | $19.3K | 0.00% | +36 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 37 | $19.8K | 0.02% | −77−67.5% | Reduced |
| Kestra Investment Management, LLC | 49 | $20.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 38 | $20.6K | 0.00% | +38 | New |
| Twin Peaks Wealth Advisors, LLC | 32 | $20.9K | 0.01% | +32 | New |
| Arcadia Investment Management Corp | 39 | $20.9K | 0.00% | −195−83.3% | Reduced |
| Front Row Advisors LLC | 40 | $21.5K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 40 | $21.5K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 48 | $25.7K | 0.00% | −4−7.7% | Reduced |
| JFS Wealth Advisors, LLC | 49 | $26.3K | 0.00% | −5−9.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $26.8K | 0.00% | −100−66.7% | Reduced |
| Catalyst Capital Advisors LLC | 50 | $26.8K | 0.00% | −14−21.9% | Reduced |
| Avalon Trust Co | 50 | $26.8K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 50 | $26.8K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 50 | $26.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 50 | $26.8K | 0.01% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 53 | $28.0K | 0.04% | −15−22.1% | Reduced |
| Whipplewood Advisors, LLC | 54 | $29.0K | 0.02% | −98−64.5% | Reduced |
| Ridgewood Investments LLC | 55 | $29.5K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 55 | $29.5K | 0.01% | +55 | New |
| WealthCollab, LLC | 56 | $30.0K | 0.02% | +56 | New |
| Farmers & Merchants Investments Inc | 60 | $32.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 61 | $32.8K | 0.00% | +6+10.9% | Added |
| First United Bank Trust | 62 | $33.3K | 0.01% | −13−17.3% | Reduced |
| DT Investment Partners, LLC | 62 | $33.3K | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 63 | $33.8K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 63 | $33.8K | 0.01% | +15+31.3% | Added |
| Evelyn Partners Investment Management Services Ltd | 65 | $34.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66 | $35.4K | 0.00% | −1−1.5% | Reduced |
| Indiana Trust & Investment Management CO | 67 | $35.9K | 0.01% | +25+59.5% | Added |
| Mount Yale Investment Advisors, LLC | 67 | $35.9K | 0.00% | +67 | New |
| Ameritas Advisory Services, LLC | 67 | $35.9K | 0.00% | +67 | New |
| Harel Insurance Investments & Financial Services Ltd. | 68 | $36.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 69 | $37.0K | 0.00% | −5−6.8% | Reduced |
| Itau Unibanco Holding S.A. | 75 | $40.2K | 0.00% | −12−13.8% | Reduced |
| Rialto Wealth Management, LLC | 75 | $40.2K | 0.01% | +3+4.2% | Added |
| NewSquare Capital LLC | 75 | $40.2K | 0.00% | +35+87.5% | Added |
| Caldwell Trust Co | 76 | $40.8K | 0.00% | 00.0% | Unchanged |
| City State Bank | 78 | $41.8K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 84 | $45.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 87 | $46.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 88 | $47.2K | 0.01% | −6−6.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 89 | $47.7K | 0.02% | +89 | New |
| Cornerstone Planning Group LLC | 75 | $48.1K | 0.01% | −29−27.9% | Reduced |
| Barrett & Company, Inc. | 90 | $48.3K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 97 | $52.0K | 0.04% | +10+11.5% | Added |
| Harbour Investments, Inc. | 98 | $52.6K | 0.00% | +21+27.3% | Added |
| Horizons Wealth Management | 100 | $53.6K | 0.04% | 00.0% | Unchanged |
| Crews Bank & Trust | 100 | $53.6K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 114 | $61.1K | 0.07% | +80+235.3% | Added |
| Retirement Wealth Solutions LLC | 115 | $61.7K | 0.05% | +10+9.5% | Added |
| Hemington Wealth Management | 120 | $64.0K | 0.01% | −22−15.5% | Reduced |
| Mascoma Wealth Management LLC | 120 | $64.4K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 129 | $69.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 131 | $70.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 132 | $70.8K | 0.01% | −110−45.5% | Reduced |
| BankPlus Trust Department | 132 | $70.8K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 141 | $75.6K | 0.00% | −17−10.8% | Reduced |
| Leonteq Securities AG | 150 | $80.5K | 0.00% | −194−56.4% | Reduced |
| Colonial Trust Advisors | 150 | $80.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 153 | $82.1K | 0.00% | +23+17.7% | Added |
| Cary Street Partner Investment Advisory LLC | 156 | $83.7K | 0.04% | +156 | New |
| South State Corp. | 163 | $87.4K | 0.00% | −19−10.4% | Reduced |
| Versant Capital Management, Inc | 164 | $88.0K | 0.01% | +164 | New |
| Central Trust Co | 173 | $92.8K | 0.00% | −6−3.4% | Reduced |
| Spire Wealth Management | 175 | $93.9K | 0.00% | −143−45.0% | Reduced |
| Ronald Blue Trust, Inc. | 177 | $94.9K | 0.00% | +22+14.2% | Added |
| Cove Street Capital, LLC | 180 | $96.5K | 0.14% | 00.0% | Unchanged |
| Rothschild Investment LLC | 182 | $97.6K | 0.01% | −65−26.3% | Reduced |
| Dougherty Wealth Advisers LLC | 183 | $98.2K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 191 | $102.4K | 0.01% | −49−20.4% | Reduced |
| HHM Wealth Advisors, LLC | 191 | $102.4K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 192 | $103.0K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 194 | $104.0K | 0.00% | +107+123.0% | Added |
| Alerus Financial NA | 200 | $107.3K | 0.01% | +200 | New |
| Bartlett & Co. Wealth Management LLC | 201 | $107.8K | 0.00% | +1+0.5% | Added |
| Ofi Invest Asset Management | 246 | $112.4K | 0.00% | −4,576−94.9% | Reduced |
| Covestor Ltd | 212 | $114.0K | 0.07% | −6−2.8% | Reduced |
| Onefund, LLC | 213 | $114.0K | 0.08% | +213 | New |
| Center for Financial Planning, Inc. | 221 | $118.5K | 0.01% | 00.0% | Unchanged |
