| Lazard Asset Management LLC | 50 | $0 | 0.00% | +30+150.0% | Added |
| Silicon Valley Capital Partners | 1 | $14 | 0.00% | +1 | New |
| Rise Advisors, LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 19 | $49 | 0.00% | +19 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $57 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $134 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 495,563 | $135 | 0.01% | +495,563 | New |
| Crewe Advisors LLC | 9 | $172 | 0.00% | −306−97.1% | Reduced |
| Venturi Wealth Management, LLC | 10 | $191 | 0.00% | +10 | New |
| Highline Wealth Partners LLC | 11 | $210 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $248 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 18 | $344 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 19 | $359 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $382 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 23 | $439 | 0.00% | +23 | New |
| Baker Avenue Asset Management, LP | 24 | $458 | 0.00% | −30−55.6% | Reduced |
| Fiduciary Alliance LLC | 25 | $477 | 0.00% | +25 | New |
| Fairfield, Bush & Co. | 26 | $501 | 0.00% | +26 | New |
| PSI Advisors, LLC | 30 | $573 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $573 | 0.00% | +30 | New |
| Column Capital Advisors, LLC | 31 | $592 | 0.00% | −31−50.0% | Reduced |
| Disciplined Investments, LLC | 35 | $668 | 0.00% | +26+288.9% | Added |
| Spire Wealth Management | 42 | $802 | 0.00% | −100−70.4% | Reduced |
| Sunbelt Securities, Inc. | 42 | $802 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $955 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 38 | $1.00K | 0.00% | −1,680−97.8% | Reduced |
| Valley National Advisers Inc | 23 | $1.00K | 0.00% | −13−36.1% | Reduced |
| SkyView Investment Advisors, LLC | 29 | $1.00K | 0.00% | −9−23.7% | Reduced |
| Bollard Group LLC | 55 | $1.00K | 0.00% | +55 | New |
| Glen Eagle Advisors, LLC | 59 | $1.13K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 60 | $1.15K | 0.00% | +60 | New |
| Caldwell Sutter Capital, Inc. | 62 | $1.18K | 0.00% | +62 | New |
| West Financial Advisors, LLC | 63 | $1.20K | 0.00% | +63 | New |
| Blue Bell Private Wealth Management, LLC | 65 | $1.24K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 67 | $1.28K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 70 | $1.34K | 0.00% | −648−90.3% | Reduced |
| Bell Investment Advisors, Inc | 73 | $1.39K | 0.00% | −40−35.4% | Reduced |
| Castleview Partners, LLC | 73 | $1.39K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 75 | $1.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $1.43K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 75 | $1.43K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 82 | $1.56K | 0.00% | +82 | New |
| Piershale Financial Group, Inc. | 85 | $1.62K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 89 | $1.70K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 98 | $1.87K | 0.00% | +2+2.1% | Added |
| Cambridge Trust Co | 98 | $1.87K | 0.00% | −1,150−92.1% | Reduced |
| FinTrust Capital Advisors, LLC | 68 | $1.88K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 104 | $1.99K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $2.00K | 0.00% | −300−78.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 127 | $2.00K | 0.00% | −72−36.2% | Reduced |
| Centerpoint Advisors, LLC | 111 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 84 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 110 | $2.00K | 0.00% | +2+1.9% | Added |
| Kozak & Associates, Inc. | 105 | $2.01K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 106 | $2.03K | 0.00% | +2+1.9% | Added |
| JFS Wealth Advisors, LLC | 117 | $2.23K | 0.00% | +111+1,850.0% | Added |
| Pacific Center for Financial Services | 120 | $2.29K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 120 | $2.29K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 121 | $2.31K | 0.00% | +27+28.7% | Added |
| Abound Wealth Management | 124 | $2.36K | 0.00% | +77+163.8% | Added |
| Sound Income Strategies, LLC | 130 | $2.48K | 0.00% | −3−2.3% | Reduced |
| Harbor Investment Advisory, LLC | 134 | $2.56K | 0.00% | +134 | New |
| Coppell Advisory Solutions LLC | 142 | $2.73K | 0.00% | +142 | New |
| Impact Partnership Wealth, LLC | 145 | $2.77K | 0.00% | +145 | New |
| Richard W. Paul & Associates, LLC | 146 | $2.78K | 0.00% | +2+1.4% | Added |
| Kistler-Tiffany Companies, LLC | 150 | $2.86K | 0.00% | +150 | New |
| Atlantic Trust, LLC | 157 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 141 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 158 | $3.01K | 0.00% | +2+1.3% | Added |
| Prestige Wealth Management Group LLC | 162 | $3.09K | 0.00% | +35+27.6% | Added |
| West Paces Advisors Inc. | 163 | $3.11K | 0.00% | −200−55.1% | Reduced |
| Focused Wealth Management, Inc | 167 | $3.19K | 0.00% | +2+1.2% | Added |
| Sutton Wealth Advisors Inc. | 168 | $3.21K | 0.00% | +72+75.0% | Added |
| Grove Bank & Trust | 176 | $3.36K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 178 | $3.40K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 180 | $3.44K | 0.00% | −173−49.0% | Reduced |
| Earnest Partners LLC | 183 | $3.49K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 188 | $3.59K | 0.00% | +3+1.6% | Added |
| Sittner & Nelson, LLC | 200 | $3.82K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 200 | $3.82K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 206 | $3.93K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 220 | $4.20K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 226 | $4.31K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 230 | $4.39K | 0.00% | +3+1.3% | Added |
| First Manhattan Co | 230 | $4.39K | 0.00% | −421−64.7% | Reduced |
| Riverview Trust Co | 241 | $4.60K | 0.00% | −104−30.1% | Reduced |
| Atticus Wealth Management, LLC | 245 | $4.68K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 265 | $5.06K | 0.00% | +265 | New |
| Horan Securities, Inc. | 266 | $5.08K | 0.00% | −182−40.6% | Reduced |
| Kelly Financial Services LLC | 270 | $5.16K | 0.00% | −77−22.2% | Reduced |
| MV Capital Management, Inc. | 294 | $5.61K | 0.00% | −349−54.3% | Reduced |
| Proequities, Inc. | 297 | $5.67K | 0.00% | −172−36.7% | Reduced |
| Tortoise Investment Management, LLC | 300 | $5.73K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 300 | $5.73K | 0.00% | +300 | New |
| Benjamin Edwards Inc | 289 | $6.00K | 0.00% | −593−67.2% | Reduced |
| Hantz Financial Services, Inc. | 301 | $6.00K | 0.00% | +1+0.3% | Added |
| GW&K Investment Management, LLC | 333 | $6.00K | 0.00% | +333 | New |
| Private Trust Co NA | 317 | $6.05K | 0.00% | −382−54.6% | Reduced |
| Independence Bank of Kentucky | 380 | $7.25K | 0.00% | 00.0% | Unchanged |