| Park Square Financial Group, LLC | 23 | $18.4K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 23 | $18.4K | 0.00% | +17+283.3% | Added |
| Fourth Dimension Wealth, LLC | 24 | $19.2K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 24 | $19.2K | 0.01% | +11+84.6% | Added |
| Resources Management Corp | 25 | $20.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 25 | $20.0K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $20.0K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 25 | $20.0K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 25 | $20.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $20.1K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $20.8K | 0.01% | +14+116.7% | Added |
| Mid-American Wealth Advisory Group, Inc. | 27 | $21.6K | 0.01% | +27 | New |
| Keener Financial Planning LLC | 28 | $22.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 28 | $22.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 28 | $22.4K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 28 | $22.4K | 0.00% | +27+2,700.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 29 | $23.2K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 29 | $23.3K | 0.00% | +7+31.8% | Added |
| Pin Oak Investment Advisors Inc | 37 | $24.0K | 0.02% | +37 | New |
| Kathleen S. Wright Associates Inc. | 30 | $24.0K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 30 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 31 | $24.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 32 | $25.4K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $25.6K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 33 | $26.4K | 0.00% | +20+153.8% | Added |
| Binnacle Investments Inc | 34 | $27.2K | 0.02% | +15+78.9% | Added |
| Bellwether Advisors, LLC | 34 | $27.2K | 0.00% | +34 | New |
| FWL Investment Management, LLC | 35 | $28.0K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 35 | $28.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 36 | $28.9K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 36 | $28.9K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 36 | $28.9K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $28.9K | 0.00% | +3+9.1% | Added |
| Ogorek Anthony Joseph | 37 | $29.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 36 | $29.1K | 0.01% | −3−7.7% | Reduced |
| Key Financial Inc | 38 | $30.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 39 | $31.1K | 0.00% | +22+129.4% | Added |
| Prestige Wealth Management Group LLC | 39 | $31.3K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 40 | $32.1K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 40 | $32.1K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 40 | $32.2K | 0.00% | +40 | New |
| Banque Cantonale Vaudoise | 41 | $33.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 42 | $33.7K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 42 | $33.7K | 0.01% | +25+147.1% | Added |
| Thompson Investment Management, Inc. | 45 | $36.1K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 45 | $36.1K | 0.04% | +9+25.0% | Added |
| Park Circle Co | 45 | $36.1K | 0.03% | +20+80.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 45 | $36.1K | 0.00% | −1−2.2% | Reduced |
| Archer Investment Corp | 45 | $36.2K | 0.01% | −2−4.3% | Reduced |
| Roble, Belko & Company, Inc | 46 | $37.0K | 0.01% | −1,197−96.3% | Reduced |
| Raffa Wealth Management, LLC | 48 | $38.5K | 0.01% | −3−5.9% | Reduced |
| Fairscale Capital, LLC | 56 | $39.0K | 0.03% | +56 | New |
| TD Capital Management LLC | 49 | $39.3K | 0.00% | +39+390.0% | Added |
| Knuff & Co LLC | 50 | $40.1K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 50 | $40.1K | 0.01% | +25+100.0% | Added |
| Putney Financial Group LLC | 53 | $42.5K | 0.04% | +15+39.5% | Added |
| Traub Capital Management LLC | 54 | $43.3K | 0.04% | +54 | New |
| GW&K Investment Management, LLC | 55 | $44.0K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 55 | $44.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 57 | $45.7K | 0.00% | −12−17.4% | Reduced |
| Accent Capital Management, LLC | 58 | $46.5K | 0.02% | +22+61.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 59 | $47.3K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 59 | $47.3K | 0.01% | −11−15.7% | Reduced |
| Pingora Partners LLC | 60 | $48.1K | 0.04% | −6−9.1% | Reduced |
| J.Safra Asset Management Corp | 60 | $48.1K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 60 | $48.1K | 0.02% | +60 | New |
| Johnson Financial Group, Inc. | 63 | $50.5K | 0.00% | −52−45.2% | Reduced |
| Activest Wealth Management | 64 | $51.3K | 0.01% | +64 | New |
| Redmont Wealth Advisors LLC | 64 | $51.3K | 0.08% | +64 | New |
| Adirondack Trust Co | 66 | $52.9K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 66 | $52.9K | 0.00% | −234−78.0% | Reduced |
| Creative Financial Designs Inc | 66 | $53.1K | 0.00% | −43−39.4% | Reduced |
| Investment Management Corp | 67 | $53.6K | 0.05% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 67 | $53.7K | 0.02% | +47+235.0% | Added |
| Cornerstone Planning Group LLC | 78 | $53.8K | 0.01% | −73−48.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 68 | $54.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 69 | $55.3K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 70 | $55.9K | 0.01% | +38+118.8% | Added |
| Provenance Wealth Advisors, LLC | 72 | $57.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 72 | $57.7K | 0.02% | +9+14.3% | Added |
| Rational Advisors LLC | 72 | $57.7K | 0.01% | +72 | New |
| First Community Trust NA | 73 | $58.5K | 0.05% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 75 | $59.3K | 0.02% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 86 | $59.4K | 0.01% | +8+10.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 75 | $60.1K | 0.00% | −234−75.7% | Reduced |
| Bruce G. Allen Investments, LLC | 75 | $60.1K | 0.05% | −11−12.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 75 | $60.1K | 0.01% | +3+4.2% | Added |
| UMA Financial Services, Inc. | 77 | $61.7K | 0.01% | −93−54.7% | Reduced |
| Garde Capital, Inc. | 79 | $63.3K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 84 | $67.3K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 88 | $70.5K | 0.04% | −10−10.2% | Reduced |
| Legacy Investment Solutions, LLC | 88 | $70.5K | 0.04% | +88 | New |
| Sunbelt Securities, Inc. | 103 | $71.3K | 0.01% | −194−65.3% | Reduced |
| NewSquare Capital LLC | 89 | $71.3K | 0.01% | +65+270.8% | Added |
| Wolff Wiese Magana LLC | 90 | $72.1K | 0.04% | −2−2.2% | Reduced |
| MRP Capital Investments, LLC | 90 | $72.1K | 0.05% | +90 | New |
| Ransom Advisory, Ltd | 91 | $72.9K | 0.03% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 93 | $74.5K | 0.03% | −400−81.1% | Reduced |
| Lavaca Capital LLC | 100 | $80.1K | 0.03% | 00.0% | Unchanged |
| CX Institutional | 101 | $81.0K | 0.00% | −2−1.9% | Reduced |