| Evelyn Partners Investment Management Services Ltd | 12 | $20.7K | 0.00% | +12 | New |
| Beacon Investment Advisory Services, Inc. | 12 | $20.7K | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 12 | $20.7K | 0.00% | +12 | New |
| Golden State Wealth Management, LLC | 13 | $22.5K | 0.00% | −3−18.8% | Reduced |
| Key Financial Inc | 13 | $22.5K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 14 | $24.2K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 14 | $24.2K | 0.01% | −4−22.2% | Reduced |
| Addison Advisors LLC | 14 | $24.2K | 0.01% | +1+7.7% | Added |
| Provenance Wealth Advisors, LLC | 15 | $25.9K | 0.00% | −18−54.5% | Reduced |
| Adirondack Trust Co | 15 | $25.9K | 0.01% | −2−11.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 15 | $25.9K | 0.00% | 00.0% | Unchanged |
| Oakum Bay Capital LLC | 15 | $25.9K | 0.01% | +15 | New |
| Marshall Investment Management, LLC | 15 | $25.9K | 0.01% | +15 | New |
| TopTier Wealth Management, LLC | 15 | $25.9K | 0.02% | +15 | New |
| Curio Wealth, LLC | 15 | $26.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 16 | $27.7K | 0.00% | −6−27.3% | Reduced |
| Financial Management Professionals, Inc. | 16 | $27.7K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 16 | $27.7K | 0.02% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 16 | $27.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 17 | $29.4K | 0.00% | −17−50.0% | Reduced |
| Covestor Ltd | 17 | $30.0K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 18 | $31.1K | 0.00% | −6−25.0% | Reduced |
| Twin Lakes Capital Management, LLC | 18 | $31.1K | 0.01% | 00.0% | Unchanged |
| Wedbush Fund Advisers, LLC | 18 | $31.1K | 0.00% | +18 | New |
| Palladiem, LLC | 18 | $32.3K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 19 | $32.9K | 0.00% | −3−13.6% | Reduced |
| City Holding Co | 20 | $34.6K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 20 | $34.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $34.6K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 20 | $34.6K | 0.01% | +20 | New |
| SJS Investment Consulting Inc. | 20 | $34.6K | 0.00% | −8−28.6% | Reduced |
| Hanson & Doremus Investment Management | 20 | $35.0K | 0.00% | +20 | New |
| Grove Bank & Trust | 21 | $36.3K | 0.00% | −2−8.7% | Reduced |
| St Germain D J Co Inc | 21 | $36.3K | 0.00% | +20+2,000.0% | Added |
| Cornerstone Planning Group LLC | 20 | $36.3K | 0.00% | +1+5.3% | Added |
| Vision Retirement, LLC | 24 | $41.5K | 0.01% | −7−22.6% | Reduced |
| Financial Network Wealth Advisors LLC | 25 | $43.2K | 0.04% | −1−3.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 25 | $43.2K | 0.01% | +25 | New |
| Anchor Investment Management, LLC | 26 | $45.0K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 27 | $46.7K | 0.01% | +27 | New |
| Cornerstone National Bank & Trust Co | 29 | $49.9K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $51.9K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 30 | $51.9K | 0.01% | +10+50.0% | Added |
| Park Place Capital Corp | 30 | $51.9K | 0.01% | +23+328.6% | Added |
| Global Assets Advisory, LLC | 30 | $51.9K | 0.02% | +30 | New |
| Y.D. More Investments Ltd | 31 | $52.9K | 0.00% | +6+24.0% | Added |
| Keating Financial Advisory Services, Inc. | 31 | $53.6K | 0.01% | −77−71.3% | Reduced |
| Manchester Capital Management LLC | 31 | $53.6K | 0.01% | −1−3.1% | Reduced |
| Stone House Investment Management, LLC | 31 | $53.6K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 32 | $55.3K | 0.03% | +30+1,500.0% | Added |
| GW&K Investment Management, LLC | 33 | $57.0K | 0.00% | +4+13.8% | Added |
| Beaird Harris Wealth Management, LLC | 33 | $57.1K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 33 | $57.1K | 0.04% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 34 | $58.8K | 0.03% | +33+3,300.0% | Added |
| Archer Investment Corp | 35 | $60.5K | 0.01% | +3+9.4% | Added |
| First Pacific Financial | 35 | $60.5K | 0.01% | +10+40.0% | Added |
| Wesleyan Assurance Society | 35 | $61.0K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 35 | $61.2K | 0.03% | −96−73.3% | Reduced |
| Atlas Capital Advisors LLC | 36 | $62.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 36 | $62.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 37 | $64.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 37 | $64.0K | 0.02% | +10+37.0% | Added |
| Hollencrest Capital Management | 38 | $65.7K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 38 | $65.7K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 38 | $65.7K | 0.06% | +38 | New |
| Scarborough Advisors, LLC | 40 | $69.2K | 0.01% | +10+33.3% | Added |
| Main Street Group, LTD | 40 | $69.2K | 0.02% | +40 | New |
| Oslo Pensjonsforsikring AS | 42 | $72.6K | 0.01% | +42 | New |
| Avalon Trust Co | 42 | $72.6K | 0.01% | +2+5.0% | Added |
| Sunrise Financial Services, LLC | 43 | $74.3K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 44 | $76.1K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 45 | $77.8K | 0.00% | −47−51.1% | Reduced |
| Evermay Wealth Management LLC | 47 | $81.3K | 0.01% | −70−59.8% | Reduced |
| Quent Capital, LLC | 47 | $81.3K | 0.01% | −33−41.3% | Reduced |
| Truvestments Capital LLC | 47 | $81.3K | 0.01% | +40+571.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 47 | $81.3K | 0.04% | +47 | New |
| Cassaday & Co Wealth Management LLC | 47 | $81.3K | 0.00% | +47 | New |
| Rossby Financial, LCC | 48 | $82.5K | 0.02% | +42+700.0% | Added |
| Rothschild Investment LLC | 50 | $85.6K | 0.00% | +36+257.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $86.5K | 0.03% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 52 | $89.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 52 | $89.9K | 0.03% | +43+477.8% | Added |
| NBC Securities, Inc. | 53 | $91.6K | 0.01% | +6+12.8% | Added |
| Asset Dedication, LLC | 55 | $95.1K | 0.01% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 56 | $96.8K | 0.06% | −75−57.3% | Reduced |
| Root Financial Partners, LLC | 56 | $96.8K | 0.00% | −2−3.4% | Reduced |
| Abound Wealth Management | 57 | $98.6K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 58 | $100.3K | 0.01% | −5−7.9% | Reduced |
| Trifecta Capital Advisors, LLC | 60 | $103.7K | 0.02% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 62 | $107.2K | 0.10% | +6+10.7% | Added |
| Sterling Capital Management LLC | 62 | $107.2K | 0.00% | +62 | New |
| UMA Financial Services, Inc. | 62 | $107.2K | 0.01% | −18−22.5% | Reduced |
| Ameliora Wealth Management Ltd. | 63 | $108.9K | 0.03% | −8−11.3% | Reduced |
| Tidemark, LLC | 64 | $110.7K | 0.03% | +64 | New |
| Rachor Investment Advisory Services, LLC | 64 | $110.7K | 0.06% | +2+3.2% | Added |
| TD Private Client Wealth LLC | 65 | $112.4K | 0.00% | −1−1.5% | Reduced |
| Osbon Capital Management LLC | 67 | $115.8K | 0.09% | +19+39.6% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 68 | $117.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 68 | $117.6K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 68 | $117.6K | 0.00% | 00.0% | Unchanged |
