| Colonial Trust Advisors | 1 | $167 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $168 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 2 | $344 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 3 | $502 | 0.00% | −3,851−99.9% | Reduced |
| Abound Wealth Management | 4 | $670 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 4 | $691 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $832 | 0.00% | +5 | New |
| Asset Dedication, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $1.17K | 0.00% | +4+133.3% | Added |
| Raffa Wealth Management, LLC | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $1.84K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $2.01K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $2.17K | 0.00% | +3+30.0% | Added |
| Global Financial Private Client, LLC | 13 | $2.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 14 | $2.34K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 19 | $3.00K | 0.00% | +19 | New |
| City State Bank | 17 | $3.00K | 0.00% | +17 | New |
| Investors Research Corp | 19 | $3.18K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 19 | $3.18K | 0.00% | +19 | New |
| Institutional & Family Asset Management, LLC | 20 | $3.35K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 21 | $3.51K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 21 | $3.51K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 167 | $3.69K | 0.02% | +16+10.6% | Added |
| Safeguard Financial, LLC | 27 | $4.00K | 0.00% | +27 | New |
| Stonebridge Capital Advisors LLC | 25 | $4.18K | 0.00% | −5−16.7% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 29 | $4.85K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $5.02K | 0.00% | +6+25.0% | Added |
| Stuart Chaussee & Associates, Inc. | 34 | $5.69K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 34 | $5.69K | 0.00% | +34 | New |
| Rocky Mountain Advisers, LLC | 39 | $5.88K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 36 | $6.02K | 0.00% | −201−84.8% | Reduced |
| C M Bidwell & Associates Ltd | 37 | $6.19K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 41 | $6.86K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 44 | $7.36K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $8.20K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 49 | $8.20K | 0.00% | +49 | New |
| Delta Asset Management LLC | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 50 | $8.37K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 51 | $8.53K | 0.00% | +3+6.3% | Added |
| Ronald Blue Trust, Inc. | 62 | $9.00K | 0.00% | −283−82.0% | Reduced |
| Carolinas Wealth Consulting LLC | 54 | $9.04K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 55 | $9.16K | 0.00% | −134,148−100.0% | Reduced |
| Huntington National Bank | 58 | $9.71K | 0.00% | +38+190.0% | Added |
| MV Capital Management, Inc. | 59 | $9.87K | 0.00% | +3+5.4% | Added |
| Register Financial Advisors LLC | 65 | $10.9K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 67 | $11.0K | 0.01% | +67 | New |
| Cherry Tree Wealth Management, LLC | 66 | $11.0K | 0.00% | +66 | New |
| CVA Family Office, LLC | 69 | $11.5K | 0.00% | +38+122.6% | Added |
| KB Financial Partners, LLC | 70 | $12.0K | 0.00% | −272−79.5% | Reduced |
| GoalVest Advisory LLC | 72 | $12.0K | 0.01% | +72 | New |
| Massmutual Trust Co FSB | 81 | $13.6K | 0.00% | −39−32.5% | Reduced |
| JFS Wealth Advisors, LLC | 84 | $14.1K | 0.00% | +16+23.5% | Added |
| Colonial Trust Co | 86 | $14.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 94 | $16.0K | 0.01% | −48−33.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $16.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 102 | $17.0K | 0.00% | −35−25.5% | Reduced |
| Centerpoint Advisors, LLC | 102 | $17.0K | 0.01% | +17+20.0% | Added |
| Versant Capital Management, Inc | 102 | $17.1K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 108 | $18.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 106 | $18.3K | 0.00% | +106 | New |
| Arrow Financial Corp | 120 | $20.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 122 | $20.4K | 0.00% | −22−15.3% | Reduced |
| Bokf, NA | 125 | $20.9K | 0.00% | −15−10.7% | Reduced |
| Harbor Capital Advisors, Inc. | 125 | $20.9K | 0.00% | +125 | New |
| Harbour Investments, Inc. | 127 | $21.3K | 0.00% | +4+3.3% | Added |
| Duncker Streett & Co Inc | 128 | $21.4K | 0.00% | −29−18.5% | Reduced |
| Prestige Wealth Management Group LLC | 132 | $22.1K | 0.01% | −67−33.7% | Reduced |
| Ogorek Anthony Joseph | 142 | $23.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 138 | $23.1K | 0.01% | −31−18.3% | Reduced |
| Tfo-TDC, LLC | 142 | $23.8K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 146 | $24.4K | 0.02% | +146 | New |
| Beacon Capital Management, LLC | 155 | $25.9K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 160 | $26.8K | 0.00% | +160 | New |
| BerganKDV Wealth Management, LLC | 170 | $28.4K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 176 | $29.0K | 0.00% | −186−51.4% | Reduced |
| Hantz Financial Services, Inc. | 175 | $29.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 175 | $29.3K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 196 | $32.8K | 0.01% | +3+1.6% | Added |
| AM Squared Ltd | 200 | $33.5K | 0.04% | −2,200−91.7% | Reduced |
| Anchor Investment Management, LLC | 215 | $36.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 226 | $37.7K | 0.01% | +1+0.4% | Added |
| Global Trust Asset Management, LLC | 226 | $37.8K | 0.02% | −65−22.3% | Reduced |
| Capital Advisors, Ltd. LLC | 238 | $40.0K | 0.01% | +238 | New |
| Endurance Wealth Management, Inc. | 250 | $42.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 254 | $42.5K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 292 | $48.9K | 0.00% | −1−0.3% | Reduced |
| Riverview Trust Co | 292 | $48.9K | 0.04% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 311 | $52.1K | 0.01% | +33+11.9% | Added |
| Lumature Wealth Partners, LLC | 346 | $57.9K | 0.03% | −4−1.1% | Reduced |
| Atticus Wealth Management, LLC | 355 | $59.4K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 387 | $64.8K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 398 | $66.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 401 | $67.1K | 0.01% | −59−12.8% | Reduced |
| Fairfield, Bush & Co. | 410 | $68.6K | 0.02% | +410 | New |
| PCA Investment Advisory Services Inc. | 419 | $70.2K | 0.04% | +419 | New |