| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Tfo-TDC, LLC | 3 | $325 | 0.00% | −6−66.7% | Reduced |
| Valued Wealth Advisors LLC | 4 | $375 | 0.00% | +4 | New |
| Colonial Trust Advisors | 4 | $433 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $433 | 0.00% | +4 | New |
| CVA Family Office, LLC | 5 | $541 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 7 | $758 | 0.00% | +6+600.0% | Added |
| Federation des caisses Desjardins du Quebec | 8 | $866 | 0.00% | +8 | New |
| Rosenberg Matthew Hamilton | 9 | $974 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $974 | 0.00% | +9 | New |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $1.08K | 0.00% | −11−52.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.08K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.08K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $1.10K | 0.00% | +10 | New |
| Hexagon Capital Partners LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 11 | $1.19K | 0.00% | +11 | New |
| West Paces Advisors Inc. | 14 | $1.51K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 15 | $1.62K | 0.00% | −6,356−99.8% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $1.62K | 0.00% | +15 | New |
| JJJ Advisors Inc. | 16 | $1.73K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.73K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 17 | $1.84K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 18 | $1.96K | 0.00% | +18 | New |
| Bartlett & Co. LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 20 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 22 | $2.38K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $2.49K | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 27 | $2.92K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 35 | $3.23K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 35 | $3.79K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 35 | $3.82K | 0.00% | +35 | New |
| Bell Investment Advisors, Inc | 36 | $3.90K | 0.00% | −5−12.2% | Reduced |
| FinTrust Capital Advisors, LLC | 40 | $4.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $4.33K | 0.00% | +40 | New |
| Abound Wealth Management | 45 | $4.87K | 0.00% | +6+15.4% | Added |
| TFC Financial Management | 49 | $5.30K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $5.41K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 50 | $5.41K | 0.00% | +50 | New |
| C M Bidwell & Associates Ltd | 51 | $5.52K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 51 | $5.52K | 0.00% | −16−23.9% | Reduced |
| Wetzel Investment Advisors, Inc. | 57 | $6.00K | 0.00% | +57 | New |
| HHM Wealth Advisors, LLC | 60 | $6.50K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 64 | $6.91K | 0.00% | +64 | New |
| Optimum Investment Advisors | 65 | $7.04K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 65 | $7.04K | 0.00% | +65 | New |
| Pinnacle Bancorp, Inc. | 66 | $7.14K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 70 | $7.58K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 72 | $7.79K | 0.00% | −20−21.7% | Reduced |
| Smithfield Trust Co | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 71 | $8.00K | 0.00% | +16+29.1% | Added |
| CoreFirst Bank & Trust | 78 | $8.44K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $8.44K | 0.00% | +17+27.9% | Added |
| Turtle Creek Wealth Advisors, LLC | 79 | $8.55K | 0.00% | +79 | New |
| Bogart Wealth, LLC | 79 | $8.60K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 82 | $8.88K | 0.00% | +82 | New |
| Toth Financial Advisory Corp | 85 | $9.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 91 | $9.85K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 93 | $10.0K | 0.00% | −2−2.1% | Reduced |
| Rothschild Investment LLC | 95 | $10.3K | 0.00% | +95 | New |
| Rockbridge Investment Management, LCC | 100 | $10.8K | 0.00% | +100 | New |
| Kozak & Associates, Inc. | 101 | $11.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 103 | $11.1K | 0.00% | −1−1.0% | Reduced |
| Park Place Capital Corp | 103 | $11.1K | 0.00% | −518−83.4% | Reduced |
| MV Capital Management, Inc. | 103 | $11.1K | 0.00% | +1+1.0% | Added |
| Salem Investment Counselors Inc | 107 | $11.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 108 | $11.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 112 | $12.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $13.3K | 0.00% | −8−6.1% | Reduced |
| Versant Capital Management, Inc | 123 | $13.3K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 123 | $13.3K | 0.00% | +123 | New |
| Jones Financial Companies LLLP | 134 | $14.5K | 0.00% | +50+59.5% | Added |
| Ronald Blue Trust, Inc. | 160 | $15.0K | 0.00% | −4,243−96.4% | Reduced |
| Pathway Financial Advisers, LLC | 144 | $15.5K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 149 | $16.1K | 0.01% | +149 | New |
| Huntington National Bank | 163 | $17.6K | 0.00% | −36−18.1% | Reduced |
| Private Wealth Management Group, LLC | 169 | $18.3K | 0.01% | +169 | New |
| Beaird Harris Wealth Management, LLC | 180 | $19.5K | 0.00% | +180 | New |
| Byrne Asset Management LLC | 190 | $20.5K | 0.02% | +150+375.0% | Added |
| Parkside Financial Bank & Trust | 207 | $22.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 210 | $22.7K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 212 | $23.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 250 | $27.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 263 | $28.0K | 0.01% | +263 | New |
| Chilton Capital Management LLC | 260 | $28.1K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 265 | $28.7K | 0.00% | −1−0.4% | Reduced |
| Glassman Wealth Services | 268 | $29.0K | 0.00% | −9−3.2% | Reduced |
| Lindbrook Capital, LLC | 275 | $29.8K | 0.00% | +186+209.0% | Added |
| Private Trust Co NA | 300 | $32.5K | 0.00% | +19+6.8% | Added |
| DB Wealth Management Group, LLC | 310 | $33.6K | 0.02% | 00.0% | Unchanged |
| National Pension Service | 321 | $34.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 319 | $35.0K | 0.00% | +319 | New |
| University of Texas/Texas Am Investment Managment Co | 326 | $35.3K | 0.01% | +326 | New |
| Rakuten Investment Management, Inc. | 335 | $36.2K | 0.00% | +335 | New |
| Park Circle Co | 350 | $37.9K | 0.04% | 00.0% | Unchanged |
| Quent Capital, LLC | 371 | $40.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 372 | $40.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 378 | $40.9K | 0.03% | +378 | New |
| Horizon Bancorp Inc | 378 | $41.0K | 0.02% | 00.0% | Unchanged |