| WestEnd Advisors, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2 | $171 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $427 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 5 | $430 | 0.00% | −81−94.2% | Reduced |
| Jones Financial Companies LLLP | 6 | $512 | 0.00% | +6 | New |
| Fairfield, Bush & Co. | 6 | $512 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $513 | 0.00% | +1+20.0% | Added |
| Valued Wealth Advisors LLC | 10 | $667 | 0.00% | +10 | New |
| Aspect Partners, LLC | 8 | $683 | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $853 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $854 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $854 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 10 | $859 | 0.00% | +3+42.9% | Added |
| Retirement Group, LLC | 11 | $939 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $939 | 0.00% | +11 | New |
| Capital Analysts, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | +8 | New |
| First Personal Financial Services | 13 | $1.07K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $1.11K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 17 | $1.45K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $1.51K | 0.00% | +14+466.7% | Added |
| Logan Capital Management Inc | 22 | $1.90K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $2.05K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 24 | $2.05K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 27 | $2.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $2.56K | 0.00% | +30 | New |
| Capital Advisors, Ltd. LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $3.07K | 0.00% | +4+12.5% | Added |
| RFP Financial Group LLC | 37 | $3.16K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 37 | $3.16K | 0.00% | +37 | New |
| Winch Advisory Services, LLC | 39 | $3.29K | 0.00% | +1+2.6% | Added |
| Carolina Wealth Advisors, LLC | 40 | $3.41K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 44 | $3.76K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 44 | $3.76K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 44 | $3.79K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 46 | $3.93K | 0.00% | +46 | New |
| Smithfield Trust Co | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 48 | $4.10K | 0.00% | +48 | New |
| Trust Co of Vermont | 50 | $4.27K | 0.00% | −60−54.5% | Reduced |
| EdgeRock Capital LLC | 50 | $4.38K | 0.00% | +50 | New |
| First Horizon Advisors, Inc. | 56 | $4.78K | 0.00% | −694−92.5% | Reduced |
| Washington Trust Co | 63 | $5.38K | 0.00% | +63 | New |
| Venturi Wealth Management, LLC | 65 | $5.55K | 0.00% | −7−9.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 68 | $5.81K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 69 | $5.89K | 0.00% | +69 | New |
| Acadian Asset Management LLC | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 72 | $6.15K | 0.01% | +72 | New |
| Cornerstone Planning Group LLC | 74 | $6.32K | 0.00% | +21+39.6% | Added |
| Semmax Financial Advisors Inc. | 79 | $6.89K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 93 | $7.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 84 | $7.17K | 0.00% | −3−3.4% | Reduced |
| O'Dell Group, LLC | 89 | $7.60K | 0.00% | +89 | New |
| Arlington Trust Co LLC | 89 | $7.60K | 0.00% | +89 | New |
| Coppell Advisory Solutions LLC | 90 | $7.68K | 0.00% | −364−80.2% | Reduced |
| Viking Fund Management LLC | 90 | $7.68K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 92 | $7.85K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.98K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 92 | $8.00K | 0.00% | +10+12.2% | Added |
| FNY Investment Advisers, LLC | 100 | $8.00K | 0.01% | +100 | New |
| DiNuzzo Private Wealth, Inc. | 96 | $8.20K | 0.00% | +96 | New |
| Chesapeake Asset Management LLC | 100 | $8.54K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 101 | $8.62K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 101 | $8.63K | 0.01% | +101 | New |
| Center for Financial Planning, Inc. | 103 | $8.79K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 107 | $9.13K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 112 | $9.56K | 0.00% | +112 | New |
| North Star Investment Management Corp. | 114 | $9.73K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 115 | $9.82K | 0.00% | +31+36.9% | Added |
| Financial Perspectives, Inc | 116 | $9.90K | 0.00% | +1+0.9% | Added |
| Rockbridge Investment Management, LCC | 116 | $9.90K | 0.00% | +116 | New |
| Stone House Investment Management, LLC | 118 | $10.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 122 | $10.4K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 123 | $10.5K | 0.00% | +123 | New |
| Solstein Capital, LLC | 125 | $10.7K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 127 | $10.8K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 131 | $11.2K | 0.00% | +53+67.9% | Added |
| Colonial Trust Co | 132 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 136 | $11.6K | 0.00% | +136 | New |
| Wetzel Investment Advisors, Inc. | 146 | $12.0K | 0.01% | +146 | New |
| Sachetta, LLC | 142 | $12.2K | 0.01% | +142 | New |
| Washington Trust Advisors, Inc. | 145 | $12.3K | 0.00% | −51−26.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 145 | $12.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 149 | $12.7K | 0.00% | −300−66.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 150 | $12.8K | 0.00% | +150 | New |
| Sugarloaf Wealth Management, LLC | 153 | $13.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 166 | $14.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 168 | $14.3K | 0.00% | +6+3.7% | Added |
| SRS Capital Advisors, Inc. | 169 | $14.4K | 0.00% | −636−79.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 171 | $14.6K | 0.01% | 00.0% | Unchanged |
| Able Wealth Management LLC | 178 | $15.2K | 0.01% | +178 | New |
| JFS Wealth Advisors, LLC | 181 | $15.5K | 0.00% | +76+72.4% | Added |
| Delta Asset Management LLC | 183 | $15.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 193 | $16.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $17.1K | 0.00% | −6−2.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 200 | $17.1K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $17.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 204 | $17.4K | 0.00% | 00.0% | Unchanged |