| Van Hulzen Asset Management, LLC | 1 | $172 | 0.00% | +1 | New |
| NewSquare Capital LLC | 2 | $343 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 4 | $686 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $686 | 0.00% | +4 | New |
| Coastline Trust Co | 5 | $858 | 0.00% | +5 | New |
| Navigoe, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Concord Wealth Partners | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.20K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $1.37K | 0.00% | +8 | New |
| Eastern Bank | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.72K | 0.00% | +1+11.1% | Added |
| Cornerstone Planning Group LLC | 10 | $1.82K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 13 | $2.12K | 0.00% | −265−95.3% | Reduced |
| Carolina Wealth Advisors, LLC | 13 | $2.23K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $2.40K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 14 | $2.40K | 0.00% | +14 | New |
| Truvestments Capital LLC | 15 | $2.57K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $2.75K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 16 | $2.75K | 0.00% | +16 | New |
| Laurel Wealth Advisors LLC | 17 | $2.92K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $3.00K | 0.00% | −3−11.5% | Reduced |
| Penserra Capital Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 18 | $3.09K | 0.00% | −10−35.7% | Reduced |
| Global Financial Private Client, LLC | 20 | $3.43K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 22 | $3.77K | 0.00% | +22 | New |
| Caldwell Sutter Capital, Inc. | 22 | $3.77K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 23 | $3.95K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $3.95K | 0.00% | +23 | New |
| Hemington Wealth Management | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 26 | $4.45K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27 | $4.63K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 29 | $4.98K | 0.00% | −543−94.9% | Reduced |
| CoreCap Advisors, LLC | 31 | $5.32K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 32 | $5.49K | 0.00% | −5−13.5% | Reduced |
| Versant Capital Management, Inc | 33 | $5.66K | 0.00% | +15+83.3% | Added |
| Harvest Fund Management Co., Ltd | 36 | $6.00K | 0.00% | +36 | New |
| Colonial Trust Co | 36 | $6.18K | 0.00% | +36 | New |
| Cape Investment Advisory, Inc. | 38 | $6.52K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $6.69K | 0.00% | +7+21.9% | Added |
| Anchor Investment Management, LLC | 41 | $7.04K | 0.00% | −6−12.8% | Reduced |
| Parkside Financial Bank & Trust | 41 | $7.04K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 42 | $7.20K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 42 | $7.21K | 0.00% | +42 | New |
| Financial Management Professionals, Inc. | 43 | $7.38K | 0.00% | +40+1,333.3% | Added |
| Armstrong Advisory Group, Inc | 44 | $7.55K | 0.00% | +44 | New |
| Beacon Capital Management, LLC | 46 | $7.89K | 0.00% | −1−2.1% | Reduced |
| Coppell Advisory Solutions LLC | 47 | $8.04K | 0.00% | +8+20.5% | Added |
| Trust Co of Vermont | 50 | $8.58K | 0.00% | −96−65.8% | Reduced |
| Washington Trust Co | 51 | $8.75K | 0.00% | +51 | New |
| Capital Advisors, Ltd. LLC | 54 | $9.00K | 0.00% | −1−1.8% | Reduced |
| Zions Bancorporation, N.A. | 56 | $9.61K | 0.00% | −982−94.6% | Reduced |
| Signature Resources Capital Management, LLC | 57 | $9.78K | 0.01% | −198−77.6% | Reduced |
| Addison Advisors LLC | 60 | $10.3K | 0.00% | +60 | New |
| Valley National Advisers Inc | 65 | $11.0K | 0.00% | +65 | New |
| JFS Wealth Advisors, LLC | 66 | $11.3K | 0.00% | +2+3.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 69 | $11.8K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 73 | $12.5K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $12.9K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 76 | $13.1K | 0.00% | +76 | New |
| CVA Family Office, LLC | 79 | $13.6K | 0.00% | +3+3.9% | Added |
| Colonial Trust Advisors | 82 | $14.1K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 82 | $14.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 88 | $15.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 97 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 103 | $17.7K | 0.00% | +14+15.7% | Added |
| Louisbourg Investments Inc. | 105 | $18.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 113 | $19.4K | 0.00% | +113 | New |
| SBI Securities Co., Ltd. | 115 | $19.7K | 0.00% | +115 | New |
| Montag A & Associates Inc | 120 | $20.6K | 0.00% | −325−73.0% | Reduced |
| Rosenberg Matthew Hamilton | 150 | $25.7K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 152 | $26.1K | 0.00% | +92+153.3% | Added |
| Manchester Capital Management LLC | 154 | $26.4K | 0.00% | +154 | New |
| Stonebridge Financial Group, LLC | 158 | $27.1K | 0.00% | +158 | New |
| Aster Capital Management (DIFC) Ltd | 161 | $27.6K | 0.01% | +161 | New |
| Lavaca Capital LLC | 165 | $28.3K | 0.01% | +165 | New |
| Pacifica Partners Inc. | 180 | $29.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 190 | $32.5K | 0.00% | +71+59.7% | Added |
| Caldwell Trust Co | 208 | $35.7K | 0.00% | −650−75.8% | Reduced |
| Hexagon Capital Partners LLC | 219 | $37.6K | 0.01% | +26+13.5% | Added |
| Oarsman Capital, Inc. | 222 | $38.1K | 0.01% | +65+41.4% | Added |
| FSA Wealth Management LLC | 224 | $38.4K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 225 | $38.6K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 228 | $39.1K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 228 | $39.1K | 0.03% | +228 | New |
| Asset Dedication, LLC | 230 | $39.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 259 | $44.4K | 0.00% | −130−33.4% | Reduced |
| Kennebec Savings Bank | 262 | $46.3K | 0.05% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 273 | $46.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 270 | $49.8K | 0.00% | +263+3,757.1% | Added |
| Geneos Wealth Management Inc. | 295 | $50.6K | 0.00% | −41−12.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 296 | $50.8K | 0.01% | +296 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 297 | $51.0K | 0.00% | −105−26.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 300 | $51.5K | 0.02% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 308 | $52.8K | 0.01% | +82+36.3% | Added |
| Skopos Labs, Inc. | 330 | $56.6K | 0.02% | +50+17.9% | Added |
| Ronald Blue Trust, Inc. | 348 | $59.7K | 0.00% | −1,288−78.7% | Reduced |
| Quent Capital, LLC | 353 | $60.5K | 0.01% | +1+0.3% | Added |
| Grove Bank & Trust | 369 | $63.3K | 0.01% | −9−2.4% | Reduced |
| Harbor Investment Advisory, LLC | 375 | $64.3K | 0.01% | 00.0% | Unchanged |