| WestEnd Advisors, LLC | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2 | $186 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 2 | $187 | 0.00% | +2 | New |
| Larson Financial Group LLC | 3 | $279 | 0.00% | −800−99.6% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $469 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $563 | 0.00% | +6 | New |
| Aspect Partners, LLC | 8 | $744 | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 10 | $930 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $931 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $931 | 0.00% | +4+66.7% | Added |
| JJJ Advisors Inc. | 10 | $936 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $938 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 11 | $1.02K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 13 | $1.16K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $1.37K | 0.00% | −3−17.6% | Reduced |
| Jones Financial Companies LLLP | 16 | $1.49K | 0.00% | +10+166.7% | Added |
| Tucker Asset Management LLC | 17 | $1.58K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 19 | $1.77K | 0.00% | +14+280.0% | Added |
| CBIZ Investment Advisory Services, LLC | 20 | $1.88K | 0.00% | +20 | New |
| Logan Capital Management Inc | 22 | $2.07K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 24 | $2.23K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 31 | $2.71K | 0.00% | −43−58.1% | Reduced |
| RFP Financial Group LLC | 34 | $3.16K | 0.00% | −3−8.1% | Reduced |
| SJS Investment Consulting Inc. | 36 | $3.35K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 37 | $3.44K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 39 | $3.62K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $3.72K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 45 | $4.00K | 0.00% | +1+2.3% | Added |
| Capital Advisors, Ltd. LLC | 43 | $4.00K | 0.00% | +7+19.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 44 | $4.09K | 0.00% | −1,761−97.6% | Reduced |
| Atwood & Palmer Inc | 44 | $4.09K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 45 | $4.19K | 0.00% | +45 | New |
| Trust Co of Vermont | 50 | $4.65K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 51 | $4.76K | 0.00% | +3+6.3% | Added |
| Atlas Capital Advisors LLC | 57 | $5.30K | 0.00% | +57 | New |
| Sandy Spring Bank | 57 | $5.30K | 0.00% | +57 | New |
| Raffa Wealth Management, LLC | 58 | $5.40K | 0.00% | −34−37.0% | Reduced |
| First Horizon Advisors, Inc. | 60 | $5.58K | 0.00% | +4+7.1% | Added |
| Register Financial Advisors LLC | 64 | $5.96K | 0.00% | +64 | New |
| Acadian Asset Management LLC | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 65 | $6.01K | 0.00% | +2+3.2% | Added |
| LRI Investments, LLC | 67 | $6.27K | 0.00% | +67 | New |
| Rakuten Securities, Inc. | 68 | $6.33K | 0.00% | +57+518.2% | Added |
| Beaird Harris Wealth Management, LLC | 68 | $6.33K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 69 | $6.42K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 70 | $6.51K | 0.00% | +70 | New |
| Semmax Financial Advisors Inc. | 79 | $7.37K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 83 | $7.72K | 0.01% | +11+15.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $7.98K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 85 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 89 | $8.28K | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 100 | $8.59K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 93 | $8.65K | 0.00% | +9+10.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 93 | $8.65K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 97 | $9.03K | 0.00% | −412−80.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 98 | $9.12K | 0.00% | +2+2.1% | Added |
| Versant Capital Management, Inc | 99 | $9.21K | 0.00% | −2−2.0% | Reduced |
| Chesapeake Asset Management LLC | 100 | $9.30K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $9.30K | 0.00% | +100 | New |
| Criterion Capital Advisors, LLC | 101 | $9.41K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 103 | $9.59K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 107 | $9.82K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 95 | $10.0K | 0.00% | +45+90.0% | Added |
| Raleigh Capital Management Inc. | 110 | $10.2K | 0.00% | −2−1.8% | Reduced |
| Abound Wealth Management | 111 | $10.3K | 0.00% | −4−3.5% | Reduced |
| Bokf, NA | 116 | $10.6K | 0.00% | −20−14.7% | Reduced |
| Financial Perspectives, Inc | 117 | $10.9K | 0.00% | +1+0.9% | Added |
| Stone House Investment Management, LLC | 118 | $11.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 122 | $11.4K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 123 | $11.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 125 | $11.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 127 | $11.8K | 0.00% | −22−14.8% | Reduced |
| Estabrook Capital Management | 127 | $11.8K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 146 | $12.2K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 129 | $12.2K | 0.00% | −3−2.3% | Reduced |
| Sachetta, LLC | 142 | $12.2K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 145 | $12.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 131 | $12.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 134 | $12.5K | 0.00% | −47−26.0% | Reduced |
| Washington Trust Advisors, Inc. | 145 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 153 | $14.2K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 166 | $15.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 169 | $15.7K | 0.00% | +55+48.2% | Added |
| SRS Capital Advisors, Inc. | 170 | $15.8K | 0.00% | +1+0.6% | Added |
| Delta Asset Management LLC | 183 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 193 | $18.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $18.6K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $18.6K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 211 | $19.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 226 | $21.0K | 0.01% | +226 | New |
| BOK Financial Private Wealth, Inc. | 226 | $21.2K | 0.00% | +2+0.9% | Added |
| NBC Securities, Inc. | 243 | $22.0K | 0.00% | +2+0.8% | Added |
| Venturi Wealth Management, LLC | 248 | $23.1K | 0.00% | +183+281.5% | Added |
| Bruce G. Allen Investments, LLC | 273 | $25.4K | 0.02% | −4−1.4% | Reduced |