| Optimum Investment Advisors | 28 | $7.93K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 28 | $7.93K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 28 | $7.93K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 29 | $8.21K | 0.00% | +29 | New |
| Medallion Wealth Advisors, LLC | 30 | $8.39K | 0.00% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 30 | $8.49K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 30 | $8.49K | 0.01% | +10+50.0% | Added |
| Kiker Wealth Management, LLC | 30 | $8.49K | 0.01% | +30 | New |
| Archer Investment Corp | 32 | $9.06K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 32 | $9.06K | 0.01% | +32 | New |
| Whipplewood Advisors, LLC | 14,682 | $9.34K | 0.01% | +14,649+44,390.9% | Added |
| SJS Investment Consulting Inc. | 33 | $9.34K | 0.00% | +1+3.1% | Added |
| New England Capital Financial Advisors LLC | 35 | $9.91K | 0.01% | +25+250.0% | Added |
| Sawyer & Company, Inc | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 135 | $10.2K | 0.00% | +117+650.0% | Added |
| Murphy & Mullick Capital Management Corp | 36 | $10.2K | 0.01% | +7+24.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 39 | $11.0K | 0.01% | +31+387.5% | Added |
| Global Financial Private Client, LLC | 39 | $11.0K | 0.00% | +3+8.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 39 | $11.0K | 0.02% | +29+290.0% | Added |
| Hexagon Capital Partners LLC | 40 | $11.3K | 0.00% | −3−7.0% | Reduced |
| City Holding Co | 40 | $11.3K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 40 | $11.3K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $11.3K | 0.00% | +5+14.3% | Added |
| BFSG, LLC | 40 | $11.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 42 | $12.0K | 0.00% | +2+5.0% | Added |
| Bell Investment Advisors, Inc | 43 | $12.2K | 0.00% | +4+10.3% | Added |
| Saudi Central Bank | 44 | $12.5K | 0.07% | +44 | New |
| ORG Wealth Partners, LLC | 45 | $12.6K | 0.00% | +43+2,150.0% | Added |
| Pacifica Partners Inc. | 50 | $12.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 46 | $13.0K | 0.00% | +23+100.0% | Added |
| Washington Trust Co | 47 | $13.3K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 47 | $13.3K | 0.01% | +1+2.2% | Added |
| Private Wealth Management Group, LLC | 47 | $13.3K | 0.00% | +25+113.6% | Added |
| Crews Bank & Trust | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 52 | $14.7K | 0.01% | −26−33.3% | Reduced |
| NBC Securities, Inc. | 56 | $15.0K | 0.00% | +56 | New |
| Bartlett & Co. Wealth Management LLC | 54 | $15.3K | 0.00% | +29+116.0% | Added |
| Glass Jacobson Investment Advisors llc | 40 | $15.3K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 55 | $15.6K | 0.00% | −45−45.0% | Reduced |
| LRI Investments, LLC | 55 | $15.6K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 55 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 56 | $15.9K | 0.00% | +2+3.7% | Added |
| LFA - Lugano Financial Advisors SA | 63 | $17.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 63 | $17.8K | 0.00% | +5+8.6% | Added |
| WPG Advisers, LLC | 64 | $18.1K | 0.02% | −12−15.8% | Reduced |
| Union Savings Bank | 65 | $18.4K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 65 | $18.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 68 | $19.2K | 0.00% | +34+100.0% | Added |
| Silicon Valley Capital Partners | 66 | $19.3K | 0.00% | 00.0% | Unchanged |
| Insight Inv LLC | 11,858 | $20.3K | 0.01% | +11,858 | New |
| MV Capital Management, Inc. | 73 | $20.7K | 0.00% | −20−21.5% | Reduced |
| Delta Asset Management LLC | 75 | $21.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 76 | $21.5K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 78 | $22.1K | 0.01% | 00.0% | Unchanged |
| Luminist Capital LLC | 83 | $23.2K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 83 | $23.5K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 84 | $23.8K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 85 | $24.1K | 0.00% | −8−8.6% | Reduced |
| Asset Planning,Inc | 85 | $24.1K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 87 | $25.0K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 90 | $25.5K | 0.00% | +90 | New |
| Trust Co of Vermont | 90 | $25.5K | 0.00% | −26−22.4% | Reduced |
| Catalyst Capital Advisors LLC | 91 | $25.8K | 0.00% | −3−3.2% | Reduced |
| Cornerstone Planning Group LLC | 97 | $25.8K | 0.01% | +81+506.3% | Added |
| American National Bank | 98 | $27.7K | 0.00% | −27−21.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $28.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 99 | $28.0K | 0.00% | +4+4.2% | Added |
| Harbour Investments, Inc. | 103 | $29.2K | 0.00% | −86−45.5% | Reduced |
| Flaharty Asset Management, LLC | 103 | $29.2K | 0.00% | +103 | New |
| GPS Wealth Strategies Group, LLC | 104 | $29.4K | 0.00% | −24−18.8% | Reduced |
| GW&K Investment Management, LLC | 105 | $30.0K | 0.00% | −31−22.8% | Reduced |
| Citizens National Bank Trust Department | 108 | $30.6K | 0.01% | −1,459−93.1% | Reduced |
| Stonebridge Financial Group, LLC | 109 | $30.9K | 0.00% | −5−4.4% | Reduced |
| Ridgewood Investments LLC | 110 | $31.1K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 110 | $31.1K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 110 | $31.1K | 0.00% | +110 | New |
| Game Plan Financial Advisors, LLC | 115 | $32.6K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 123 | $34.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 125 | $35.0K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 125 | $35.4K | 0.00% | +125 | New |
| Roxbury Financial LLC | 100 | $36.6K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 130 | $36.8K | 0.00% | +79+154.9% | Added |
| TCTC Holdings, LLC | 132 | $37.4K | 0.00% | +63+91.3% | Added |
| Tompkins Financial Corp | 140 | $39.6K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 142 | $40.2K | 0.01% | +4+2.9% | Added |
| Sound Income Strategies, LLC | 147 | $41.6K | 0.00% | +61+70.9% | Added |
| Larson Financial Group LLC | 149 | $42.2K | 0.00% | +78+109.9% | Added |
| Avalon Trust Co | 150 | $42.5K | 0.00% | +150 | New |
| Aventura Private Wealth, LLC | 155 | $43.9K | 0.02% | +42+37.2% | Added |
| Fourth Dimension Wealth, LLC | 160 | $45.3K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 163 | $46.1K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 171 | $48.4K | 0.00% | +171 | New |
| Carolinas Wealth Consulting LLC | 172 | $48.8K | 0.01% | +6+3.6% | Added |
| True Wealth Design, LLC | 182 | $51.4K | 0.02% | +56+44.4% | Added |
| Bernard Wealth Management Corp. | 184 | $52.1K | 0.03% | −20−9.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $53.2K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 191 | $54.1K | 0.02% | −3−1.5% | Reduced |
| Armstrong Advisory Group, Inc | 145 | $55.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 196 | $55.5K | 0.00% | −58−22.8% | Reduced |
| Richards, Merrill & Peterson, Inc. | 196 | $55.5K | 0.03% | −15−7.1% | Reduced |