| Whipplewood Advisors, LLC | 173 | $16.0K | 0.01% | +173 | New |
| Cornerstone Planning Group LLC | 157 | $16.1K | 0.00% | +4+2.6% | Added |
| Advantage Trust Co | 175 | $16.1K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 180 | $16.5K | 0.00% | +180 | New |
| Washington Trust Advisors, Inc. | 180 | $16.6K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 183 | $16.9K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 190 | $17.5K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 191 | $17.6K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 193 | $17.8K | 0.01% | −1−0.5% | Reduced |
| Midwest Capital Advisors, LLC | 195 | $18.0K | 0.01% | +195 | New |
| Roble, Belko & Company, Inc | 200 | $18.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 200 | $18.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 201 | $18.5K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 205 | $18.9K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 207 | $19.0K | 0.01% | −40−16.2% | Reduced |
| Union Savings Bank | 230 | $21.2K | 0.01% | −80−25.8% | Reduced |
| Main Street Group, LTD | 232 | $21.4K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 233 | $21.5K | 0.00% | +25+12.0% | Added |
| Operose Advisors LLC | 240 | $22.1K | 0.01% | −502−67.7% | Reduced |
| Flagship Wealth Advisors, LLC | 240 | $22.1K | 0.01% | +240 | New |
| Horizon Bancorp Inc | 248 | $23.0K | 0.01% | −117−32.1% | Reduced |
| Webster Bank, N. A. | 250 | $23.1K | 0.00% | −295−54.1% | Reduced |
| Hopwood Financial Services, Inc. | 250 | $23.1K | 0.02% | +250 | New |
| BankPlus Trust Department | 253 | $23.3K | 0.01% | +253 | New |
| Sierra Ocean, LLC | 258 | $23.8K | 0.02% | +258 | New |
| GW&K Investment Management, LLC | 265 | $24.0K | 0.00% | −20−7.0% | Reduced |
| Meeder Asset Management Inc | 265 | $24.4K | 0.00% | +265 | New |
| Cedar Mountain Advisors, LLC | 265 | $24.4K | 0.01% | +265 | New |
| First Community Trust NA | 266 | $24.5K | 0.02% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 270 | $24.9K | 0.00% | +270 | New |
| HHM Wealth Advisors, LLC | 277 | $25.5K | 0.00% | +28+11.2% | Added |
| TD Capital Management LLC | 277 | $25.6K | 0.00% | +3+1.1% | Added |
| Burkett Financial Services, LLC | 277 | $25.6K | 0.01% | +3+1.1% | Added |
| Canton Hathaway, LLC | 300 | $28.0K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 304 | $28.0K | 0.01% | +304 | New |
| Hemington Wealth Management | 322 | $29.0K | 0.01% | +33+11.4% | Added |
| West Paces Advisors Inc. | 320 | $29.5K | 0.01% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 320 | $29.5K | 0.03% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 325 | $30.0K | 0.02% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 334 | $30.8K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 341 | $31.4K | 0.01% | +341 | New |
| Rise Advisors, LLC | 343 | $31.6K | 0.02% | +4+1.2% | Added |
| FSC Wealth Advisors, LLC | 345 | $31.9K | 0.02% | −7−2.0% | Reduced |
| Fairway Wealth LLC | 346 | $31.9K | 0.01% | +346 | New |
| Beaird Harris Wealth Management, LLC | 358 | $33.0K | 0.00% | +208+138.7% | Added |
| West Oak Capital, LLC | 360 | $33.2K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 370 | $34.1K | 0.00% | −10−2.6% | Reduced |
| Garden State Investment Advisory Services LLC | 10,279 | $34.2K | 0.01% | +10,279 | New |
| Financial Perspectives, Inc | 371 | $34.2K | 0.01% | +22+6.3% | Added |
| Kestra Investment Management, LLC | 377 | $34.7K | 0.00% | +377 | New |
| Covestor Ltd | 377 | $35.0K | 0.02% | +104+38.1% | Added |
| Cary Street Partner Investment Advisory LLC | 381 | $35.1K | 0.02% | −30,473−98.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 384 | $35.4K | 0.01% | +384 | New |
| Pingora Partners LLC | 385 | $35.5K | 0.02% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 391 | $36.1K | 0.03% | +391 | New |
| REAP Financial Group, LLC | 393 | $36.3K | 0.01% | +90+29.7% | Added |
| Frazier Financial Advisors, LLC | 397 | $36.5K | 0.03% | −50−11.2% | Reduced |
| LRI Investments, LLC | 404 | $37.3K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 409 | $37.7K | 0.00% | +409 | New |
| MV Capital Management, Inc. | 413 | $38.1K | 0.00% | +11+2.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 423 | $39.0K | 0.03% | −1,137−72.9% | Reduced |
| Park Square Financial Group, LLC | 426 | $39.3K | 0.03% | +426 | New |
| S&T Bank | 428 | $39.5K | 0.01% | +428 | New |
| Briaud Financial Planning, Inc | 438 | $40.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 439 | $40.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 412 | $40.6K | 0.02% | +412 | New |
| Evelyn Partners Investment Management LLP | 450 | $41.5K | 0.00% | +450 | New |
| Ridgewood Investments LLC | 453 | $41.8K | 0.02% | −46−9.2% | Reduced |
| Boyd Watterson Asset Management LLC | 460 | $42.4K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 465 | $42.9K | 0.04% | +465 | New |
| Adirondack Trust Co | 473 | $43.6K | 0.02% | 00.0% | Unchanged |
| JNBA Financial Advisors | 479 | $44.2K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 490 | $45.2K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 490 | $45.2K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 496 | $45.7K | 0.03% | +5+1.0% | Added |
| Atticus Wealth Management, LLC | 499 | $46.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 500 | $46.1K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 501 | $46.2K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 505 | $46.6K | 0.02% | +1+0.2% | Added |
| Atlas Capital Advisors LLC | 506 | $46.7K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 516 | $47.6K | 0.01% | −12−2.3% | Reduced |
| Laurel Wealth Advisors LLC | 519 | $47.9K | 0.01% | −100−16.2% | Reduced |
| Winthrop Capital Management, LLC | 520 | $48.0K | 0.01% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 535 | $49.3K | 0.03% | +535 | New |
| Lowe Wealth Advisors, LLC | 541 | $49.9K | 0.02% | +30+5.9% | Added |
| Versant Capital Management, Inc | 541 | $49.9K | 0.01% | +197+57.3% | Added |
| Plante Moran Financial Advisors, LLC | 545 | $50.3K | 0.00% | −100−15.5% | Reduced |
| Aspetuck Financial Management LLC | 550 | $50.7K | 0.04% | +550 | New |
| CKW Financial Group | 550 | $51.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 562 | $51.8K | 0.00% | −4,338−88.5% | Reduced |
| Pin Oak Investment Advisors Inc | 508 | $52.0K | 0.05% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 593 | $54.7K | 0.00% | −692−53.9% | Reduced |
| New Millennium Group LLC | 596 | $55.0K | 0.03% | +6+1.0% | Added |
| Mascoma Wealth Management LLC | 600 | $55.3K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 600 | $55.3K | 0.03% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 600 | $55.3K | 0.04% | +600 | New |
| Bangor Savings Bank | 625 | $57.6K | 0.01% | +101+19.3% | Added |
| Raiffeisen Bank International AG | 633 | $58.3K | 0.00% | +633 | New |
| Graney & King, LLC | 634 | $58.5K | 0.04% | +634 | New |
| Global Financial Private Client, LLC | 637 | $58.8K | 0.02% | +7+1.1% | Added |
