| Wall Street Access Asset Management, LLC | 40 | $78.1K | 0.01% | +20+100.0% | Added |
| Oakworth Capital, Inc. | 40 | $76.7K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 36 | $70.3K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 36 | $70.3K | 0.02% | +36 | New |
| Tobam | 36 | $70.0K | 0.02% | +36 | New |
| Vestor Capital, LLC | 313 | $69.0K | 0.01% | +313 | New |
| Compagnie Lombard Odier SCmA | 35 | $68.4K | 0.00% | +5+16.7% | Added |
| Bokf, NA | 35 | $68.4K | 0.00% | +7+25.0% | Added |
| Maryland Capital Advisors Inc. | 32 | $62.5K | 0.02% | +32 | New |
| Deseret Mutual Benefit Administrators | 32 | $62.5K | 0.02% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 32 | $62.5K | 0.01% | +32 | New |
| Whittier Trust Co | 31 | $61.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 31 | $60.5K | 0.00% | +7+29.2% | Added |
| Citizens National Bank Trust Department | 30 | $58.6K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 30 | $58.6K | 0.00% | +3+11.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 29 | $56.6K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 28 | $54.7K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 28 | $54.7K | 0.01% | +4+16.7% | Added |
| Horizon Financial Services, LLC | 27 | $52.7K | 0.02% | +27 | New |
| CVA Family Office, LLC | 26 | $50.8K | 0.00% | −1−3.7% | Reduced |
| Delta Asset Management LLC | 26 | $50.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 23 | $44.9K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 23 | $44.9K | 0.00% | +17+283.3% | Added |
| Security National Bank of So Dak | 23 | $44.9K | 0.02% | +23 | New |
| Parkside Financial Bank & Trust | 22 | $43.0K | 0.00% | +4+22.2% | Added |
| True Wealth Design, LLC | 21 | $41.0K | 0.01% | +9+75.0% | Added |
| Newbridge Financial Services Group, Inc. | 21 | $41.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $39.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 20 | $39.1K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 20 | $39.0K | 0.00% | −40−66.7% | Reduced |
| Private Wealth Management Group, LLC | 19 | $37.1K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 17 | $33.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $33.2K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17 | $33.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 17 | $33.0K | 0.00% | +6+54.5% | Added |
| TIAA Wealth Investment Management LLC | 16 | $31.3K | 0.00% | +3+23.1% | Added |
| SIMA Wealth Partners, LLC | 16 | $31.2K | 0.02% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 16 | $31.0K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 15 | $29.3K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 15 | $29.3K | 0.02% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 15 | $29.3K | 0.00% | +7+87.5% | Added |
| Cedar Mountain Advisors, LLC | 14 | $27.3K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 14 | $27.3K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 13 | $25.4K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 13 | $25.4K | 0.00% | −1−7.1% | Reduced |
| LRI Investments, LLC | 13 | $25.4K | 0.00% | +13 | New |
| Valley National Advisers Inc | 12 | $23.4K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 12 | $23.4K | 0.00% | −12−50.0% | Reduced |
| NBC Securities, Inc. | 12 | $23.4K | 0.00% | −2−14.3% | Reduced |
| Adirondack Trust Co | 12 | $23.4K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 11 | $21.5K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11 | $21.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $21.5K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 11 | $21.5K | 0.00% | +1+10.0% | Added |
| Fortitude Family Office, LLC | 11 | $21.5K | 0.00% | +4+57.1% | Added |
| Private Wealth Asset Management, LLC | 11 | $21.5K | 0.00% | +8+266.7% | Added |
| Hantz Financial Services, Inc. | 11 | $21.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $20.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $19.5K | 0.00% | +7+233.3% | Added |
| BNP Paribas | 10 | $19.5K | 0.00% | −14−58.3% | Reduced |
| Hilltop National Bank | 10 | $19.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 10 | $19.5K | 0.00% | +5+100.0% | Added |
| Bogart Wealth, LLC | 9 | $17.6K | 0.00% | −4−30.8% | Reduced |
| Pinnacle Bancorp, Inc. | 9 | $17.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 9 | $17.6K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 9 | $17.6K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 9 | $17.6K | 0.01% | +9 | New |
| Johnson Financial Group, Inc. | 8 | $15.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8 | $15.6K | 0.00% | +2+33.3% | Added |
| Private Trust Co NA | 8 | $15.6K | 0.00% | −2−20.0% | Reduced |
| Legacy Bridge, LLC | 7 | $13.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 7 | $13.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 7 | $13.7K | 0.00% | +3+75.0% | Added |
| UMA Financial Services, Inc. | 7 | $13.7K | 0.00% | +7 | New |
| Creative Financial Designs Inc | 7 | $13.7K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 7 | $13.7K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 6 | $11.7K | 0.00% | −5−45.5% | Reduced |
| Entrust Financial LLC | 6 | $11.7K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 6 | $11.7K | 0.00% | +6 | New |
| Cranbrook Wealth Management, LLC | 5 | $9.77K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $9.77K | 0.00% | +3+150.0% | Added |
| ZRC Wealth Management, LLC | 5 | $9.77K | 0.00% | +5 | New |
| Rocky Mountain Advisers, LLC | 5 | $9.77K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 5 | $9.77K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 5 | $9.77K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 5 | $9.77K | 0.00% | +3+150.0% | Added |
| Cromwell Holdings LLC | 5 | $9.77K | 0.00% | +3+150.0% | Added |
| Ameriflex Group, Inc. | 5 | $9.77K | 0.00% | +5 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 5 | $9.77K | 0.01% | +5 | New |
| Carolina Wealth Advisors, LLC | 4 | $7.81K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 4 | $7.81K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 4 | $7.81K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 4 | $7.81K | 0.00% | +3+300.0% | Added |
| Meeder Asset Management Inc | 4 | $7.81K | 0.00% | +4 | New |
| Silver Grove Financial Group, Inc. | 4 | $7.81K | 0.00% | +4 | New |
| MV Capital Management, Inc. | 3 | $5.86K | 0.00% | −3−50.0% | Reduced |
| Rialto Wealth Management, LLC | 3 | $5.86K | 0.00% | +2+200.0% | Added |
| LGT Financial Advisors LLC | 3 | $5.86K | 0.03% | −1−25.0% | Reduced |
| TD Capital Management LLC | 3 | $5.86K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 3 | $5.86K | 0.00% | 00.0% | Unchanged |