| WestEnd Advisors, LLC | 1 | $248 | 0.00% | −1−50.0% | Reduced |
| Tfo-TDC, LLC | 1 | $248 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1 | $248 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2 | $496 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $516 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $736 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 4 | $991 | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Trifecta Capital Advisors, LLC | 5 | $1.24K | 0.00% | −23−82.1% | Reduced |
| Investors Research Corp | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.24K | 0.00% | +2+66.7% | Added |
| Horizon Financial Services, LLC | 5 | $1.24K | 0.00% | +5 | New |
| TFC Financial Management | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 11 | $2.73K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 11 | $2.73K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 11 | $2.73K | 0.00% | +11 | New |
| Creative Financial Designs Inc | 11 | $2.75K | 0.00% | −50−82.0% | Reduced |
| First Foundation Advisors | 12 | $2.97K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $2.97K | 0.00% | +1+9.1% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $3.00K | 0.03% | 00.0% | Unchanged |
| First PREMIER Bank | 12 | $3.00K | 0.00% | +12 | New |
| Johnson Financial Group, Inc. | 13 | $3.23K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $3.23K | 0.00% | +5+62.5% | Added |
| Beaird Harris Wealth Management, LLC | 14 | $3.47K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 14 | $3.47K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 18 | $4.00K | 0.00% | +18 | New |
| Kiely Wealth Advisory Group, Inc. | 17 | $4.15K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 18 | $4.46K | 0.00% | +18 | New |
| Fortitude Family Office, LLC | 20 | $4.96K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $5.20K | 0.00% | +21 | New |
| Dunhill Financial, LLC | 23 | $5.68K | 0.00% | +3+15.0% | Added |
| Sugarloaf Wealth Management, LLC | 24 | $5.95K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 26 | $6.44K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 26 | $6.47K | 0.00% | +26 | New |
| Key Financial Inc | 29 | $7.18K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 30 | $7.43K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 30 | $7.43K | 0.00% | +30 | New |
| Oliver Lagore Vanvalin Investment Group | 31 | $7.68K | 0.00% | −8−20.5% | Reduced |
| Solstein Capital, LLC | 31 | $7.68K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 33 | $8.18K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 33 | $8.18K | 0.00% | +33 | New |
| Toth Financial Advisory Corp | 33 | $8.18K | 0.00% | −226−87.3% | Reduced |
| Addison Advisors LLC | 33 | $8.18K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 34 | $8.42K | 0.00% | +34 | New |
| Cedar Wealth Management, LLC | 35 | $8.67K | 0.00% | +35 | New |
| Badgley Phelps Wealth Managers, LLC | 37 | $9.21K | 0.00% | +37 | New |
| Frazier Financial Advisors, LLC | 38 | $9.42K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 39 | $9.66K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 40 | $9.91K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 45 | $11.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 46 | $11.4K | 0.00% | +11+31.4% | Added |
| GoalVest Advisory LLC | 48 | $11.9K | 0.00% | −142−74.7% | Reduced |
| Ulland Investment Advisors, LLC | 49 | $12.0K | 0.01% | +49 | New |
| Bell Investment Advisors, Inc | 49 | $12.1K | 0.00% | +21+75.0% | Added |
| Legend Financial Advisors, Inc. | 49 | $12.1K | 0.01% | +33+206.3% | Added |
| Carmichael Hill & Associates, Inc. | 50 | $12.4K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 50 | $12.4K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 50 | $12.4K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 53 | $13.1K | 0.00% | +53 | New |
| J.Safra Asset Management Corp | 54 | $13.4K | 0.00% | +54 | New |
| Kozak & Associates, Inc. | 50 | $13.5K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 55 | $13.6K | 0.00% | −90−62.1% | Reduced |
| Carolinas Wealth Consulting LLC | 55 | $13.7K | 0.00% | +3+5.8% | Added |
| Red Tortoise LLC | 59 | $14.6K | 0.01% | +59 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 63 | $15.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 62 | $15.4K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 63 | $15.6K | 0.01% | +17+37.0% | Added |
| Pathway Financial Advisers, LLC | 63 | $15.7K | 0.01% | +8+14.5% | Added |
| Pin Oak Investment Advisors Inc | 63 | $16.0K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 66 | $16.4K | 0.00% | +66 | New |
| Geneos Wealth Management Inc. | 68 | $16.8K | 0.00% | +39+134.5% | Added |
| Tradewinds Capital Management, LLC | 70 | $17.3K | 0.00% | +70 | New |
| Valley National Advisers Inc | 73 | $18.0K | 0.00% | −64−46.7% | Reduced |
| Quarry LP | 73 | $18.1K | 0.01% | +73 | New |
| Magellan Asset Management Ltd | 74 | $18.3K | 0.00% | −3−3.9% | Reduced |
| New Covenant Trust Company, N.A. | 75 | $18.6K | 0.02% | +75 | New |
| Kayne Anderson Rudnick Investment Management LLC | 86 | $21.3K | 0.00% | −1−1.1% | Reduced |
| Raleigh Capital Management Inc. | 88 | $21.9K | 0.01% | +47+114.6% | Added |
| McIlrath & Eck, LLC | 90 | $22.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 91 | $22.5K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 91 | $22.5K | 0.00% | +51+127.5% | Added |
| Financial Freedom, LLC | 94 | $23.4K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 96 | $23.8K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 96 | $23.8K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $24.8K | 0.01% | −5−4.8% | Reduced |
| Bogart Wealth, LLC | 100 | $24.8K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 100 | $24.8K | 0.02% | +100 | New |
| GW&K Investment Management, LLC | 99 | $25.0K | 0.00% | −2−2.0% | Reduced |
| Strengthening Families & Communities, LLC | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 107 | $26.5K | 0.00% | 00.0% | Unchanged |