| Mar Vista Investment Partners LLC | 36 | $26.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 36 | $26.1K | 0.01% | −16−30.8% | Reduced |
| Key Financial Inc | 38 | $27.5K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $27.5K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 38 | $27.5K | 0.01% | +38 | New |
| GW&K Investment Management, LLC | 39 | $28.0K | 0.00% | +39 | New |
| Avalon Trust Co | 39 | $28.3K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 40 | $29.0K | 0.03% | +40 | New |
| GPS Wealth Strategies Group, LLC | 40 | $29.3K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 43 | $31.2K | 0.02% | +43 | New |
| Rise Advisors, LLC | 44 | $32.0K | 0.02% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2,053 | $34.7K | 0.15% | +55+2.8% | Added |
| Catalyst Capital Advisors LLC | 48 | $34.8K | 0.00% | −1−2.0% | Reduced |
| Bollard Group LLC | 49 | $36.0K | 0.00% | +49 | New |
| Armstrong Advisory Group, Inc | 52 | $37.7K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 57 | $37.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 53 | $38.4K | 0.01% | −7−11.7% | Reduced |
| Steward Financial Group LLC | 55 | $39.0K | 0.01% | +46+511.1% | Added |
| Cornerstone Planning Group LLC | 54 | $39.1K | 0.02% | +54 | New |
| Piscataqua Savings Bank | 55 | $39.9K | 0.03% | 00.0% | Unchanged |
| Roffman Miller Associates Inc | 55 | $39.9K | 0.00% | +55 | New |
| Providence Capital Advisors, LLC | 57 | $41.3K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 77 | $42.1K | 0.01% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 61 | $44.2K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 62 | $44.9K | 0.02% | +40+181.8% | Added |
| Motco | 63 | $45.7K | 0.00% | +63 | New |
| Trust Co of Vermont | 67 | $48.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 69 | $50.0K | 0.01% | +69 | New |
| Farther Finance Advisors, LLC | 69 | $50.1K | 0.01% | −19−21.6% | Reduced |
| BerganKDV Wealth Management, LLC | 70 | $50.7K | 0.01% | +5+7.7% | Added |
| Geneos Wealth Management Inc. | 74 | $53.6K | 0.00% | +28+60.9% | Added |
| Clean Yield Group | 75 | $54.4K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 75 | $54.4K | 0.00% | +10+15.4% | Added |
| Institutional & Family Asset Management, LLC | 75 | $54.4K | 0.01% | +14+23.0% | Added |
| Compass Wealth Management LLC | 76 | $55.1K | 0.02% | −7−8.4% | Reduced |
| America First Investment Advisors, LLC | 78 | $56.5K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 81 | $58.4K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 81 | $58.7K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 86 | $62.3K | 0.00% | −13−13.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 90 | $65.0K | 0.00% | −33−26.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 95 | $68.9K | 0.03% | +15+18.8% | Added |
| Financial Connections Group, Inc. | 97 | $70.0K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $72.5K | 0.01% | +37+58.7% | Added |
| Ameliora Wealth Management Ltd. | 100 | $72.5K | 0.04% | +100 | New |
| Sutton Wealth Advisors Inc. | 100 | $72.5K | 0.04% | +100 | New |
| Trivant Custom Portfolio Group, LLC | 105 | $76.1K | 0.05% | +105 | New |
| Toth Financial Advisory Corp | 107 | $77.5K | 0.01% | +2+1.9% | Added |
| Beacon Capital Management, LLC | 109 | $79.0K | 0.02% | +59+118.0% | Added |
| Independence Bank of Kentucky | 109 | $79.0K | 0.03% | +109 | New |
| Safeguard Financial, LLC | 111 | $80.0K | 0.04% | +111 | New |
| Laffer Tengler Investments | 112 | $81.2K | 0.02% | −14−11.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 119 | $86.2K | 0.03% | +23+24.0% | Added |
| Washington Trust Advisors, Inc. | 122 | $88.4K | 0.01% | −49−28.7% | Reduced |
| Pacifica Partners Inc. | 125 | $89.5K | 0.05% | +125 | New |
| Ancora Advisors, LLC | 128 | $92.8K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 130 | $94.2K | 0.00% | +130 | New |
| MRP Capital Investments, LLC | 135 | $97.8K | 0.10% | +135 | New |
| BDO Wealth Advisors, LLC | 136 | $98.6K | 0.01% | +80+142.9% | Added |
| ICA Group Wealth Management, LLC | 139 | $100.7K | 0.03% | +19+15.8% | Added |
| Carolinas Wealth Consulting LLC | 141 | $102.5K | 0.02% | −43−23.4% | Reduced |
| Winch Advisory Services, LLC | 156 | $113.0K | 0.04% | +31+24.8% | Added |
| Duncker Streett & Co Inc | 161 | $116.7K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 170 | $123.2K | 0.01% | +79+86.8% | Added |
| West Tower Group, LLC | 175 | $126.8K | 0.09% | +175 | New |
| Optimum Investment Advisors | 190 | $137.7K | 0.07% | −5−2.6% | Reduced |
| Clearstead Advisors, LLC | 192 | $139.3K | 0.01% | −1−0.5% | Reduced |
| Tyler-Stone Wealth Management | 194 | $141.0K | 0.08% | +194 | New |
| Steel Peak Wealth Management LLC | 202 | $146.4K | 0.01% | +202 | New |
| Financial Management Professionals, Inc. | 203 | $147.0K | 0.02% | +5+2.5% | Added |
| CNB Bank | 203 | $147.1K | 0.09% | +37+22.3% | Added |
| Parkside Financial Bank & Trust | 207 | $150.0K | 0.04% | −1−0.5% | Reduced |
| West Paces Advisors Inc. | 210 | $152.2K | 0.04% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 213 | $154.4K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 212 | $155.9K | 0.03% | +212 | New |
| SRS Capital Advisors, Inc. | 218 | $158.1K | 0.02% | −3−1.4% | Reduced |
| IFP Advisors, Inc | 787 | $159.3K | 0.01% | +50+6.8% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 223 | $162.0K | 0.12% | +223 | New |
| Hexagon Capital Partners LLC | 230 | $166.7K | 0.04% | +10+4.5% | Added |
| Benjamin Edwards Inc | 230 | $167.0K | 0.04% | −1−0.4% | Reduced |
| First Horizon Advisors, Inc. | 238 | $172.5K | 0.01% | +8+3.5% | Added |
| Glassman Wealth Services | 242 | $175.4K | 0.03% | +7+3.0% | Added |
| Sunbelt Securities, Inc. | 243 | $176.1K | 0.03% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 244 | $176.8K | 0.20% | +18+8.0% | Added |
| Ronald Blue Trust, Inc. | 261 | $178.0K | 0.00% | −1,157−81.6% | Reduced |
| Atlas Capital Advisors LLC | 263 | $190.6K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 269 | $195.0K | 0.07% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 277 | $200.0K | 0.15% | +277 | New |
| WMS Partners, LLC | 278 | $201.5K | 0.02% | +278 | New |
| Abacus Planning Group, Inc. | 279 | $202.2K | 0.05% | +279 | New |
| JJJ Advisors Inc. | 279 | $202.2K | 0.06% | +38+15.8% | Added |
| Capital Advisors Inc | 280 | $202.9K | 0.01% | +280 | New |
| JGP Wealth Management, LLC | 281 | $203.7K | 0.03% | −16−5.4% | Reduced |
| Sentinel Trust Co Lba | 283 | $205.0K | 0.03% | +283 | New |
| Yorktown Management & Research Co Inc | 283 | $205.1K | 0.22% | +283 | New |
| MBB Public Markets I LLC | 285 | $206.7K | 0.01% | +285 | New |
| Cypress Capital Group | 286 | $207.3K | 0.03% | +286 | New |
| Harbour Investments, Inc. | 287 | $208.0K | 0.01% | +8+2.9% | Added |
| Capital Asset Advisory Services LLC | 278 | $209.6K | 0.01% | +278 | New |
| Blueshift Asset Management, LLC | 290 | $210.2K | 0.08% | −632−68.5% | Reduced |
| Stanley-Laman Group, Ltd. | 295 | $213.8K | 0.04% | −1−0.3% | Reduced |
