| WestEnd Advisors, LLC | 1 | $100 | 0.00% | +1 | New |
| Colonial Trust Advisors | 2 | $201 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $402 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 8 | $891 | 0.00% | +8 | New |
| Jackson, Grant Investment Advisers, Inc. | 9 | $904 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 9 | $905 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | +6+120.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 12 | $1.21K | 0.00% | +12 | New |
| Macroview Investment Management LLC | 13 | $1.31K | 0.00% | +13 | New |
| Cary Street Partner Investment Advisory LLC | 15 | $1.51K | 0.00% | +15 | New |
| LGT Financial Advisors LLC | 15 | $1.51K | 0.00% | +15 | New |
| Gradient Investments LLC | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 18 | $1.81K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $2.00K | 0.00% | −3−14.3% | Reduced |
| Proequities, Inc. | 20 | $2.01K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 20 | $2.03K | 0.00% | +20 | New |
| Bokf, NA | 26 | $2.17K | 0.00% | −7−21.2% | Reduced |
| Missouri Trust & Investment Co | 27 | $2.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $2.81K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 29 | $2.92K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 30 | $3.01K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 35 | $3.52K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 35 | $3.52K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 36 | $3.62K | 0.00% | +36 | New |
| Nalls Sherbakoff Group, LLC | 36 | $3.67K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $4.02K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 44 | $4.42K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 44 | $4.42K | 0.00% | +38+633.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 49 | $4.92K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $5.02K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.02K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $5.02K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $5.02K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $5.07K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 60 | $6.00K | 0.00% | +2+3.4% | Added |
| JJJ Advisors Inc. | 63 | $6.33K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 64 | $6.43K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 64 | $6.43K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 71 | $7.13K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 74 | $7.44K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 77 | $7.74K | 0.00% | −209−73.1% | Reduced |
| Harbour Investments, Inc. | 78 | $7.84K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 80 | $8.00K | 0.00% | +80 | New |
| Manchester Capital Management LLC | 80 | $8.04K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 81 | $8.14K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 82 | $8.24K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 84 | $8.46K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 85 | $8.54K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 89 | $8.94K | 0.00% | −108−54.8% | Reduced |
| Perkins Coie Trust Co | 94 | $9.44K | 0.00% | +94 | New |
| Prestige Wealth Management Group LLC | 96 | $9.64K | 0.00% | −2,068−95.6% | Reduced |
| Raleigh Capital Management Inc. | 99 | $9.95K | 0.01% | +99 | New |
| Front Row Advisors LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $10.0K | 0.00% | +100 | New |
| AM Squared Ltd | 100 | $10.0K | 0.02% | +100 | New |
| Farmers & Merchants Investments Inc | 110 | $11.1K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 120 | $12.1K | 0.01% | +120 | New |
| Bell Investment Advisors, Inc | 120 | $12.1K | 0.00% | −20−14.3% | Reduced |
| MV Capital Management, Inc. | 127 | $12.8K | 0.00% | +10+8.5% | Added |
| GoalVest Advisory LLC | 129 | $13.0K | 0.01% | +6+4.9% | Added |
| Fairfield Financial Advisors, LTD | 130 | $13.1K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 146 | $14.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 152 | $15.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 158 | $15.9K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 170 | $17.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 174 | $17.5K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 175 | $17.6K | 0.00% | +175 | New |
| Glassman Wealth Services | 177 | $17.8K | 0.00% | 00.0% | Unchanged |
| RVW Wealth, LLC | 178 | $17.9K | 0.00% | +178 | New |
| Spire Wealth Management | 186 | $18.7K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 190 | $19.1K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 191 | $19.2K | 0.01% | +36+23.2% | Added |
| Compagnie Lombard Odier SCmA | 200 | $20.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $20.1K | 0.00% | +33+19.8% | Added |
| Blue Bell Private Wealth Management, LLC | 205 | $20.6K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 206 | $20.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 193 | $22.0K | 0.00% | +55+39.9% | Added |
| Truvestments Capital LLC | 219 | $22.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 223 | $22.4K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 224 | $22.5K | 0.01% | +201+873.9% | Added |
| Oakworth Capital, Inc. | 228 | $22.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 229 | $23.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 229 | $23.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 233 | $23.4K | 0.01% | −2,062−89.8% | Reduced |
| Arlington Trust Co LLC | 233 | $23.4K | 0.01% | +233 | New |
| Oliver Lagore Vanvalin Investment Group | 246 | $24.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 263 | $26.4K | 0.01% | +263 | New |
| Brown Brothers Harriman & Co | 266 | $26.7K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 268 | $26.9K | 0.01% | +268 | New |
| Sandy Spring Bank | 271 | $27.2K | 0.00% | −70−20.5% | Reduced |
| Beacon Capital Management, LLC | 276 | $30.7K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 345 | $34.7K | 0.00% | −12−3.4% | Reduced |
| Venturi Wealth Management, LLC | 358 | $36.0K | 0.00% | +358 | New |
| NBC Securities, Inc. | 374 | $37.0K | 0.00% | +374 | New |
| AdvisorNet Financial, Inc | 371 | $37.3K | 0.00% | −46−11.0% | Reduced |
| Salem Investment Counselors Inc | 400 | $40.2K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 401 | $40.3K | 0.01% | 00.0% | Unchanged |