| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Comerica Bank | 4,305 | $22 | 0.00% | +4,305 | New |
| Colonial Trust Advisors | 1 | $226 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1 | $226 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $226 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $446 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2 | $452 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $452 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 4 | $904 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $904 | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Safeguard Financial, LLC | 2 | $1.00K | 0.00% | +2 | New |
| VitalStone Financial, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $1.13K | 0.00% | −43−89.6% | Reduced |
| Column Capital Advisors, LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 5 | $1.13K | 0.00% | +5 | New |
| Fiduciary Alliance LLC | 6 | $1.36K | 0.00% | +6 | New |
| BerganKDV Wealth Management, LLC | 7 | $1.58K | 0.00% | −2−22.2% | Reduced |
| Disciplined Investments, LLC | 7 | $1.58K | 0.00% | −1−12.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 11 | $2.00K | 0.00% | +2+22.2% | Added |
| TFC Financial Management | 9 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $2.26K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $2.26K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $2.26K | 0.00% | +1+11.1% | Added |
| SJS Investment Consulting Inc. | 10 | $2.26K | 0.00% | +1+11.1% | Added |
| Washington Trust Co | 12 | $2.71K | 0.00% | −2−14.3% | Reduced |
| Raffa Wealth Management, LLC | 13 | $2.94K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 14 | $3.16K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 18 | $4.07K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 19 | $4.29K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 20 | $4.52K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 20 | $4.52K | 0.00% | +20 | New |
| C M Bidwell & Associates Ltd | 22 | $4.97K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 23 | $5.20K | 0.00% | +12+109.1% | Added |
| McIlrath & Eck, LLC | 24 | $5.42K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 24 | $5.42K | 0.00% | +24 | New |
| FinTrust Capital Advisors, LLC | 30 | $6.16K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 28 | $6.33K | 0.00% | −2−6.7% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $7.46K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 34 | $7.68K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 35 | $7.91K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 36 | $8.13K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 36 | $8.13K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $8.36K | 0.00% | +3+8.8% | Added |
| GW&K Investment Management, LLC | 41 | $9.00K | 0.00% | +40+4,000.0% | Added |
| Anchor Investment Management, LLC | 40 | $9.04K | 0.00% | −30−42.9% | Reduced |
| Belmont Capital, LLC | 41 | $9.27K | 0.01% | −9−18.0% | Reduced |
| BDO Wealth Advisors, LLC | 41 | $9.27K | 0.00% | +5+13.9% | Added |
| Farther Finance Advisors, LLC | 46 | $10.4K | 0.00% | +1+2.2% | Added |
| Credit Agricole S A | 50 | $11.3K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 50 | $11.3K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 51 | $11.5K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 52 | $11.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 52 | $11.8K | 0.00% | −6−10.3% | Reduced |
| Cornerstone Planning Group LLC | 53 | $12.0K | 0.00% | +53 | New |
| Sofos Investments, Inc. | 226 | $12.7K | 0.06% | +15+7.1% | Added |
| Earnest Partners LLC | 57 | $12.9K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 60 | $13.6K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 62 | $14.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 65 | $14.7K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 69 | $15.6K | 0.00% | +69 | New |
| Baldwin Brothers Inc | 70 | $15.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 73 | $16.0K | 0.00% | −125−63.1% | Reduced |
| Sutton Wealth Advisors Inc. | 74 | $16.7K | 0.01% | −4−5.1% | Reduced |
| Addison Advisors LLC | 74 | $16.7K | 0.01% | +10+15.6% | Added |
| Riverview Trust Co | 75 | $16.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 470 | $18.5K | 0.00% | −238−33.6% | Reduced |
| Tilia Fiduciary Partners, Inc. | 93 | $21.0K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 93 | $21.0K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 96 | $21.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 97 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 100 | $22.6K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $22.6K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 101 | $22.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 101 | $22.8K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 103 | $23.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 106 | $24.0K | 0.02% | +34+47.2% | Added |
| Compass Wealth Management LLC | 108 | $24.4K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 109 | $24.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 117 | $26.4K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 119 | $26.9K | 0.01% | +19+19.0% | Added |
| Clear Street Markets LLC | 118 | $27.0K | 0.01% | −63−34.8% | Reduced |
| West Tower Group, LLC | 132 | $29.8K | 0.02% | +132 | New |
| MV Capital Management, Inc. | 136 | $30.7K | 0.00% | +2+1.5% | Added |
| GWM Advisors LLC | 154 | $34.8K | 0.00% | −2−1.3% | Reduced |
| V-Square Quantitative Management LLC | 166 | $37.5K | 0.03% | +166 | New |
| AdvisorNet Financial, Inc | 167 | $37.7K | 0.00% | −30−15.2% | Reduced |
| Umb Bank N A | 181 | $40.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 183 | $41.0K | 0.01% | +183 | New |
| Private Trust Co NA | 196 | $44.3K | 0.01% | −4−2.0% | Reduced |
| Vigilant Capital Management, LLC | 200 | $45.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 200 | $45.2K | 0.00% | −3−1.5% | Reduced |
| Alta Advisers Ltd | 200 | $45.2K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 209 | $47.2K | 0.00% | −2−0.9% | Reduced |
| Versant Capital Management, Inc | 223 | $50.4K | 0.02% | +5+2.3% | Added |
| Glassman Wealth Services | 229 | $51.7K | 0.01% | +9+4.1% | Added |
| Zions Bancorporation, N.A. | 234 | $52.9K | 0.00% | −6−2.5% | Reduced |
| Parkside Financial Bank & Trust | 246 | $55.6K | 0.01% | −1−0.4% | Reduced |