| Atticus Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $225 | 0.00% | – | New |
| Sterling Investment Advisors, Ltd. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 28 | $3.00K | 0.00% | +28 | New |
| Perkins Coie Trust Co | 26 | $3.00K | 0.00% | +26 | New |
| Selective Wealth Management, Inc. | 27 | $3.00K | 0.00% | +27 | New |
| Red Door Wealth Management, LLC | 34 | $3.00K | 0.00% | +34 | New |
| Carolinas Wealth Consulting LLC | 35 | $4.00K | 0.00% | −29−45.3% | Reduced |
| Prestige Wealth Management Group LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 34 | $4.00K | 0.00% | +34 | New |
| Atlas Capital Advisors LLC | 39 | $4.39K | 0.00% | +39 | New |
| Global Retirement Partners, LLC | 44 | $5.00K | 0.00% | −43−49.4% | Reduced |
| JJJ Advisors Inc. | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 45 | $5.00K | 0.00% | +45 | New |
| Sutton Wealth Advisors Inc. | 48 | $5.41K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $6.00K | 0.00% | −24−31.2% | Reduced |
| FinTrust Capital Advisors, LLC | 49 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 53 | $6.00K | 0.00% | +11+26.2% | Added |
| West Branch Capital LLC | 51 | $6.00K | 0.00% | +51 | New |
| Stonebridge Capital Advisors LLC | 63 | $7.00K | 0.00% | +27+75.0% | Added |
| Sonora Investment Management, LLC | 71 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 71 | $8.00K | 0.00% | +5+7.6% | Added |
| MV Capital Management, Inc. | 72 | $8.00K | 0.00% | +66+1,100.0% | Added |
| Resolute Partners Group | 76 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 87 | $10.0K | 0.00% | +14+19.2% | Added |
| Massmutual Trust Co FSB | 95 | $11.0K | 0.00% | +60+171.4% | Added |
| Hexavest Inc. | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 105 | $12.0K | 0.01% | 00.0% | Unchanged |
| Community Bank, N.A. | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 106 | $12.0K | 0.01% | +106 | New |
| Loomis Sayles & Co L P | 111 | $13.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 114 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 111 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 134 | $15.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 137 | $15.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 140 | $16.0K | 0.00% | +7+5.3% | Added |
| Carmichael Hill & Associates, Inc. | 150 | $17.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 166 | $18.0K | 0.00% | −85−33.9% | Reduced |
| Washington Trust Co | 169 | $19.0K | 0.00% | −16−8.6% | Reduced |
| Smithfield Trust Co | 170 | $19.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 172 | $19.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 166 | $19.0K | 0.00% | +166 | New |
| Castleview Partners, LLC | 170 | $19.0K | 0.01% | +170 | New |
| First Horizon Corp | 184 | $20.0K | 0.00% | +25+15.7% | Added |
| Assetmark, Inc | 205 | $23.0K | 0.00% | −1−0.5% | Reduced |
| Farmers & Merchants Investments Inc | 200 | $23.0K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 197 | $23.0K | 0.01% | +197 | New |
| McIlrath & Eck, LLC | 210 | $24.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $28.2K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 278 | $31.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 275 | $31.0K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 300 | $34.0K | 0.01% | −3−1.0% | Reduced |
| Wolff Wiese Magana LLC | 300 | $34.0K | 0.02% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 308 | $35.0K | 0.01% | −29−8.6% | Reduced |
| Fieldpoint Private Securities, LLC | 302 | $36.0K | 0.01% | 00.0% | Unchanged |
| Glassman Wealth Services | 328 | $37.0K | 0.01% | +26+8.6% | Added |
| Jacobi Capital Management LLC | 342 | $39.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 370 | $42.0K | 0.01% | +55+17.5% | Added |
| Harvest Fund Management Co., Ltd | 391 | $44.0K | 0.00% | +156+66.4% | Added |
| Nicholas Company, Inc. | 400 | $45.0K | 0.00% | −111,531−99.6% | Reduced |
| Institutional & Family Asset Management, LLC | 399 | $45.0K | 0.01% | −4−1.0% | Reduced |
| Central Trust Co | 395 | $45.0K | 0.00% | +95+31.7% | Added |
| Pinnacle Bancorp, Inc. | 442 | $50.0K | 0.02% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 451 | $51.0K | 0.01% | +294+187.3% | Added |
| Strategic Blueprint, LLC | 456 | $51.0K | 0.01% | +456 | New |
| Carroll Financial Associates, Inc. | 514 | $57.0K | 0.00% | −52−9.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 506 | $57.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 519 | $58.0K | 0.02% | +20+4.0% | Added |
| Brendel Financial Advisors LLC | 515 | $58.0K | 0.03% | +515 | New |
| Cullen/Frost Bankers, Inc. | 535 | $60.0K | 0.00% | −29−5.1% | Reduced |
| Green Harvest Asset Management LLC | 571 | $64.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 658 | $74.0K | 0.02% | 00.0% | Unchanged |
| Bollard Group LLC | 798 | $90.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 810 | $92.0K | 0.07% | +810 | New |
| Exchange Traded Concepts, LLC | 828 | $93.0K | 0.00% | +828 | New |
| Newfound Research LLC | 843 | $95.0K | 0.19% | +6+0.7% | Added |
| CX Institutional | 839 | $95.0K | 0.01% | +182+27.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 849 | $96.0K | 0.02% | −800−48.5% | Reduced |
| Deseret Mutual Benefit Administrators | 946 | $107.0K | 0.03% | +946 | New |
| Kelly Lawrence W & Associates Inc | 1,000 | $113.0K | 0.02% | −700−41.2% | Reduced |
| Brown Brothers Harriman & Co | 1,119 | $126.0K | 0.00% | +9+0.8% | Added |
| Lindbrook Capital, LLC | 1,151 | $130.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,286 | $145.0K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 22,091 | $146.0K | 0.03% | −10,037−31.2% | Reduced |
| FourThought Financial, LLC | 1,314 | $148.0K | 0.02% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 1,328 | $149.0K | 0.02% | +366+38.0% | Added |
| AdvisorNet Financial, Inc | 1,420 | $160.0K | 0.01% | +100+7.6% | Added |
| Penserra Capital Management LLC | 1,471 | $164.0K | 0.00% | +546+59.0% | Added |
| SOA Wealth Advisors, LLC. | 1,486 | $167.0K | 0.04% | +807+118.9% | Added |
| Belpointe Asset Management LLC | 1,635 | $184.0K | 0.01% | +100+6.5% | Added |
| Proequities, Inc. | 1,651 | $186.0K | 0.01% | −50−2.9% | Reduced |
