| Stephenson National Bank & Trust | 63 | $14.4K | 0.01% | +30+90.9% | Added |
| Centennial Bank | 65 | $14.9K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 70 | $16.0K | 0.00% | +11+18.6% | Added |
| Wolff Wiese Magana LLC | 70 | $16.0K | 0.01% | +66+1,650.0% | Added |
| Missouri Trust & Investment Co | 75 | $17.2K | 0.01% | +68+971.4% | Added |
| Darwin Advisors, LLC | 79 | $18.1K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 79 | $18.2K | 0.00% | −7−8.1% | Reduced |
| Cedar Mountain Advisors, LLC | 80 | $18.3K | 0.00% | −75−48.4% | Reduced |
| Park Square Financial Group, LLC | 83 | $19.0K | 0.02% | +3+3.8% | Added |
| Financial Management Professionals, Inc. | 84 | $19.2K | 0.00% | +22+35.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 86 | $19.7K | 0.00% | −19−18.1% | Reduced |
| Wood Tarver Financial Group, LLC | 87 | $19.9K | 0.01% | −129−59.7% | Reduced |
| Breakwater Investment Management | 89 | $20.4K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 90 | $20.6K | 0.00% | +69+328.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 90 | $20.6K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 91 | $20.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 93 | $21.3K | 0.01% | −141−60.3% | Reduced |
| Private Wealth Asset Management, LLC | 96 | $22.0K | 0.00% | +96 | New |
| Murphy & Mullick Capital Management Corp | 99 | $22.7K | 0.02% | +99 | New |
| Fourth Dimension Wealth, LLC | 100 | $22.9K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 102 | $23.0K | 0.00% | −40−28.2% | Reduced |
| Richards, Merrill & Peterson, Inc. | 104 | $23.8K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 104 | $23.8K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 106 | $24.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 107 | $24.5K | 0.00% | +2+1.9% | Added |
| Bank of Jackson Hole Trust | 111 | $25.0K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 110 | $25.2K | 0.00% | +3+2.8% | Added |
| Red Tortoise LLC | 112 | $25.7K | 0.01% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 112 | $25.7K | 0.00% | +11+10.9% | Added |
| Plante Moran Financial Advisors, LLC | 113 | $25.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 128 | $25.9K | 0.01% | +99+341.4% | Added |
| Bollard Group LLC | 114 | $26.0K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 114 | $26.1K | 0.14% | +114 | New |
| Hexagon Capital Partners LLC | 115 | $26.3K | 0.00% | +12+11.7% | Added |
| Smallwood Wealth Investment Management, LLC | 120 | $27.5K | 0.02% | +120 | New |
| CVA Family Office, LLC | 122 | $27.9K | 0.00% | −233−65.6% | Reduced |
| Valley National Advisers Inc | 126 | $28.0K | 0.01% | −59−31.9% | Reduced |
| Alpine Bank Wealth Management | 125 | $28.6K | 0.00% | +125 | New |
| GW&K Investment Management, LLC | 125 | $29.0K | 0.00% | +11+9.6% | Added |
| Consultiva Wealth Management, Corp. | 133 | $30.5K | 0.10% | 00.0% | Unchanged |
| Investors Research Corp | 135 | $30.9K | 0.01% | +23+20.5% | Added |
| Kelly Lawrence W & Associates Inc | 135 | $30.9K | 0.01% | +135 | New |
| DiNuzzo Private Wealth, Inc. | 135 | $30.9K | 0.00% | +2+1.5% | Added |
| Clarity Asset Management, Inc. | 136 | $31.1K | 0.02% | −42−23.6% | Reduced |
| CGC Financial Services, LLC | 140 | $32.1K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 142 | $32.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 145 | $33.2K | 0.00% | −49−25.3% | Reduced |
| New England Capital Financial Advisors LLC | 147 | $33.7K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 148 | $33.9K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 156 | $35.7K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 158 | $36.2K | 0.03% | −6−3.7% | Reduced |
| Loomis Sayles & Co L P | 163 | $37.0K | 0.00% | −90−35.6% | Reduced |
| Arlington Trust Co LLC | 163 | $37.3K | 0.01% | −332−67.1% | Reduced |
| Cheviot Value Management, LLC | 224 | $37.4K | 0.00% | +224 | New |
| Rise Advisors, LLC | 165 | $37.8K | 0.02% | +9+5.8% | Added |
| Westside Investment Management, Inc. | 167 | $38.1K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 170 | $38.9K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 170 | $39.0K | 0.01% | +8+4.9% | Added |
| Trifecta Capital Advisors, LLC | 171 | $39.2K | 0.01% | −60−26.0% | Reduced |
| MCF Advisors LLC | 173 | $39.6K | 0.00% | +33+23.6% | Added |
| NVWM, LLC | 177 | $40.5K | 0.01% | −2−1.1% | Reduced |
| Abound Wealth Management | 178 | $40.9K | 0.01% | −18−9.2% | Reduced |
| Coston, McIsaac & Partners | 179 | $41.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 183 | $41.8K | 0.01% | −88−32.5% | Reduced |
| Carolinas Wealth Consulting LLC | 183 | $41.8K | 0.01% | −3−1.6% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 182 | $42.0K | 0.00% | +144+378.9% | Added |
| Medallion Wealth Advisors, LLC | 188 | $42.5K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 186 | $42.5K | 0.00% | +19+11.4% | Added |
| Main Street Group, LTD | 187 | $42.8K | 0.02% | +161+619.2% | Added |
| North Star Investment Management Corp. | 187 | $42.9K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 198 | $45.2K | 0.01% | +70+54.7% | Added |
| TruNorth Capital Management, LLC | 200 | $45.8K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $45.8K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 200 | $45.8K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 207 | $47.4K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 210 | $48.1K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 213 | $48.8K | 0.03% | −17−7.4% | Reduced |
| Pacifica Partners Inc. | 221 | $49.0K | 0.02% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 150 | $49.4K | 0.01% | +150 | New |
| Blue Bell Private Wealth Management, LLC | 219 | $50.2K | 0.01% | +88+67.2% | Added |
| Asset Dedication, LLC | 219 | $50.2K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 220 | $50.4K | 0.04% | +129+141.8% | Added |
| Pinnacle Bancorp, Inc. | 220 | $50.4K | 0.02% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 223 | $51.0K | 0.02% | +95+74.2% | Added |
| VSM Wealth Advisory, LLC | 227 | $52.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 230 | $52.7K | 0.00% | +230 | New |
| Keystone Financial Group, Inc. | 320 | $52.8K | 0.04% | +2+0.6% | Added |
| Union Bancaire Privee, UBP SA | 305 | $53.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 236 | $54.0K | 0.01% | +47+24.9% | Added |
| Princeton Global Asset Management LLC | 239 | $54.7K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 240 | $55.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 245 | $56.1K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 250 | $57.0K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 252 | $57.6K | 0.01% | +1+0.4% | Added |
| Rialto Wealth Management, LLC | 252 | $57.7K | 0.02% | +2+0.8% | Added |
| Salem Investment Counselors Inc | 260 | $59.6K | 0.00% | +33+14.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 261 | $59.8K | 0.00% | −8,508−97.0% | Reduced |
| JNBA Financial Advisors | 264 | $60.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 265 | $60.7K | 0.01% | +57+27.4% | Added |
| Kennebec Savings Bank | 269 | $61.6K | 0.07% | 00.0% | Unchanged |
