| Winthrop Capital Management, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $36 | 0.00% | −474−99.8% | Reduced |
| Valued Wealth Advisors LLC | 4 | $146 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $181 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 7 | $253 | 0.00% | +7 | New |
| Greenline Partners, LLC | 10 | $361 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 10 | $362 | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $433 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 12 | $433 | 0.00% | +12 | New |
| Winnow Wealth LLC | 14 | $475 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 14 | $506 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $542 | 0.00% | +15 | New |
| Perkins Coie Trust Co | 16 | $577 | 0.00% | +16 | New |
| Principia Wealth Advisory, LLC | 20 | $683 | 0.00% | +2+11.1% | Added |
| Nova Wealth Management, Inc. | 22 | $794 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 24 | $866 | 0.00% | +24 | New |
| Carolinas Wealth Consulting LLC | 25 | $903 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 30 | $1.08K | 0.00% | +30 | New |
| Kestra Investment Management, LLC | 30 | $1.08K | 0.00% | −618−95.4% | Reduced |
| Stone House Investment Management, LLC | 37 | $1.34K | 0.00% | +37 | New |
| Clark Wealth Partners | 38 | $1.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $1.48K | 0.00% | −31−43.1% | Reduced |
| Sound Income Strategies, LLC | 42 | $1.52K | 0.00% | −2−4.5% | Reduced |
| Cornerstone Planning Group LLC | 42 | $1.52K | 0.00% | +19+82.6% | Added |
| Heritage Wealth Advisors | 43 | $1.55K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 48 | $1.73K | 0.00% | +48 | New |
| Vermillion Wealth Management, Inc. | 52 | $1.88K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 42 | $2.00K | 0.00% | −54−56.3% | Reduced |
| SJS Investment Consulting Inc. | 57 | $2.06K | 0.00% | +10+21.3% | Added |
| Creekmur Asset Management LLC | 59 | $2.13K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 60 | $2.17K | 0.00% | +25+71.4% | Added |
| Aspect Partners, LLC | 63 | $2.27K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 64 | $2.31K | 0.00% | +64 | New |
| Financial Management Professionals, Inc. | 68 | $2.46K | 0.00% | +24+54.5% | Added |
| CGC Financial Services, LLC | 69 | $2.49K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 72 | $2.60K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 77 | $2.78K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 80 | $2.88K | 0.00% | +80 | New |
| Bogart Wealth, LLC | 88 | $3.18K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 100 | $3.25K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 96 | $3.47K | 0.00% | +96 | New |
| Hoey Investments, Inc | 100 | $3.61K | 0.00% | −50−33.3% | Reduced |
| Wolff Wiese Magana LLC | 100 | $3.61K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 100 | $3.61K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 104 | $3.75K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 105 | $3.79K | 0.00% | +72+218.2% | Added |
| Caldwell Sutter Capital, Inc. | 117 | $4.22K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 123 | $4.44K | 0.00% | −305−71.3% | Reduced |
| Strategic Investment Solutions, Inc. | 125 | $4.51K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 128 | $4.62K | 0.00% | +28+28.0% | Added |
| Highline Wealth Partners LLC | 130 | $4.69K | 0.00% | +12+10.2% | Added |
| Bell Investment Advisors, Inc | 130 | $4.70K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 130 | $4.73K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 134 | $4.84K | 0.00% | +23+20.7% | Added |
| Crews Bank & Trust | 145 | $5.24K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 150 | $5.42K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 154 | $5.56K | 0.00% | +154 | New |
| Capital Advisors, Ltd. LLC | 167 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 189 | $6.00K | 0.00% | +189 | New |
| Sierra Ocean, LLC | 167 | $6.05K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 169 | $6.10K | 0.00% | +113+201.8% | Added |
| Sachetta, LLC | 169 | $6.11K | 0.00% | −3−1.7% | Reduced |
| Dunhill Financial, LLC | 170 | $6.15K | 0.00% | −14−7.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 177 | $6.39K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 178 | $6.43K | 0.00% | +178 | New |
| Pacific Center for Financial Services | 190 | $6.86K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 200 | $7.22K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $7.22K | 0.00% | +200 | New |
| Guardian Wealth Management, Inc. | 202 | $7.30K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 203 | $7.33K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 214 | $7.73K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 236 | $8.52K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 242 | $8.74K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 254 | $9.19K | 0.00% | −4,969−95.1% | Reduced |
| Bare Financial Services, Inc | 255 | $9.21K | 0.00% | +247+3,087.5% | Added |
| Washington Trust Advisors, Inc. | 265 | $9.57K | 0.00% | +31+13.2% | Added |
| Abound Wealth Management | 269 | $9.72K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 285 | $10.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 286 | $10.3K | 0.00% | −1−0.3% | Reduced |
| Insight Financial Services | 288 | $10.4K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 290 | $10.5K | 0.06% | +290 | New |
| Avion Wealth | 367 | $11.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 305 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 322 | $11.3K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 324 | $11.7K | 0.00% | +122+60.4% | Added |
| GF Fund Management Co. Ltd. | 327 | $11.8K | 0.00% | −7−2.1% | Reduced |
| Byrne Asset Management LLC | 350 | $12.6K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 368 | $13.3K | 0.00% | +108+41.5% | Added |
| LRI Investments, LLC | 383 | $13.8K | 0.00% | −3,000−88.7% | Reduced |
| Global Financial Private Client, LLC | 386 | $13.9K | 0.01% | +36+10.3% | Added |
| GW&K Investment Management, LLC | 392 | $14.0K | 0.00% | −16−3.9% | Reduced |
| FSC Wealth Advisors, LLC | 393 | $14.2K | 0.01% | +3+0.8% | Added |
| Salomon & Ludwin, LLC | 394 | $14.2K | 0.00% | −98−19.9% | Reduced |
| Glen Eagle Advisors, LLC | 397 | $14.3K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 400 | $14.4K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 400 | $14.4K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 400 | $14.4K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 404 | $14.6K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 456 | $14.8K | 0.00% | 00.0% | Unchanged |