| Capital Advisors, Ltd. LLC | 21 | $17.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 22 | $17.5K | 0.00% | −10−31.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 25 | $19.9K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 25 | $20.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 26 | $20.7K | 0.01% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 27 | $21.5K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 28 | $22.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 29 | $23.0K | 0.01% | +13+81.3% | Added |
| Deseret Mutual Benefit Administrators | 29 | $23.0K | 0.01% | +29 | New |
| Fortitude Family Office, LLC | 30 | $23.8K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 30 | $23.8K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 30 | $23.9K | 0.00% | +5+20.0% | Added |
| Institute for Wealth Management, LLC. | 30 | $24.2K | 0.00% | +30 | New |
| Bogart Wealth, LLC | 31 | $24.6K | 0.00% | +4+14.8% | Added |
| Private Wealth Management Group, LLC | 31 | $24.6K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 34 | $26.2K | 0.00% | +34 | New |
| St Germain D J Co Inc | 35 | $27.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 40 | $31.8K | 0.00% | −30−42.9% | Reduced |
| Clearstead Advisors, LLC | 40 | $31.8K | 0.00% | +6+17.6% | Added |
| Bell Investment Advisors, Inc | 41 | $32.6K | 0.00% | +1+2.5% | Added |
| NBC Securities, Inc. | 42 | $33.4K | 0.00% | −18−30.0% | Reduced |
| Anchor Investment Management, LLC | 43 | $34.2K | 0.00% | +18+72.0% | Added |
| Caitlin John, LLC | 44 | $35.0K | 0.02% | −320−87.9% | Reduced |
| Bryn Mawr Trust Co | 45 | $35.8K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 46 | $36.6K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 50 | $39.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 50 | $39.7K | 0.00% | +14+38.9% | Added |
| Walleye Capital LLC | 51 | $40.5K | 0.00% | −126−71.2% | Reduced |
| Sims Investment Management, LLC | 51 | $40.5K | 0.01% | +51 | New |
| Vermillion Wealth Management, Inc. | 52 | $41.3K | 0.01% | −3−5.5% | Reduced |
| Atlantic Union Bankshares Corp | 52 | $41.3K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 53 | $42.1K | 0.00% | +53 | New |
| Golden State Wealth Management, LLC | 56 | $44.6K | 0.00% | +1+1.8% | Added |
| Westside Investment Management, Inc. | 58 | $46.1K | 0.01% | +12+26.1% | Added |
| Paladin Advisory Group, LLC | 58 | $46.1K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 59 | $46.9K | 0.01% | −2−3.3% | Reduced |
| NBH Bank | 60 | $47.7K | 0.02% | +60 | New |
| IFG Advisory, LLC | 62 | $49.3K | 0.00% | +62 | New |
| Transamerica Financial Advisors, Inc. | 62 | $49.4K | 0.00% | −662−91.4% | Reduced |
| WPG Advisers, LLC | 65 | $51.7K | 0.03% | −31−32.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 65 | $51.7K | 0.01% | +65 | New |
| EFG International AG | 66 | $52.5K | 0.00% | +28+73.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 67 | $53.3K | 0.01% | +67 | New |
| Johnson Financial Group, Inc. | 69 | $54.8K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 71 | $56.4K | 0.05% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 72 | $57.2K | 0.00% | −33−31.4% | Reduced |
| Fedenia Advisers LLC | 77 | $61.2K | 0.01% | +77 | New |
| Measured Wealth Private Client Group, LLC | 79 | $62.8K | 0.02% | −7−8.1% | Reduced |
| CVA Family Office, LLC | 79 | $62.8K | 0.01% | +2+2.6% | Added |
| CX Institutional | 80 | $64.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 76 | $65.2K | 0.01% | −12−13.6% | Reduced |
| Highline Wealth Partners LLC | 85 | $67.6K | 0.01% | +35+70.0% | Added |
| YANKCOM Partnership | 87 | $69.1K | 0.02% | −108−55.4% | Reduced |
| Kennebec Savings Bank | 87 | $69.1K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 89 | $70.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 90 | $71.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 90 | $72.0K | 0.00% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 96 | $76.3K | 0.00% | +96 | New |
| Onefund, LLC | 99 | $78.7K | 0.04% | +99 | New |
| Cornerstone National Bank & Trust Co | 105 | $82.3K | 0.03% | 00.0% | Unchanged |
| Bank & Trust Co | 104 | $82.7K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 105 | $83.5K | 0.00% | +8+8.2% | Added |
| SBI Securities Co., Ltd. | 105 | $83.5K | 0.00% | +17+19.3% | Added |
| Basecamp Wealth Advisors LLC | 114 | $90.6K | 0.02% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 117 | $93.0K | 0.03% | +117 | New |
| Salem Investment Counselors Inc | 118 | $93.8K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 122 | $97.3K | 0.08% | +122 | New |
| Creative Financial Designs Inc | 130 | $103.4K | 0.00% | −4−3.0% | Reduced |
| Rossby Financial, LCC | 137 | $108.9K | 0.02% | −55−28.6% | Reduced |
| Ameriflex Group, Inc. | 144 | $114.5K | 0.05% | +144 | New |
| Rothschild Investment LLC | 148 | $117.6K | 0.00% | +8+5.7% | Added |
| Security National Bank of Sioux City Iowa | 150 | $119.2K | 0.05% | +150 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 160 | $127.1K | 0.00% | +160 | New |
| Smartleaf Asset Management LLC | 164 | $128.0K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 167 | $132.8K | 0.05% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 171 | $135.9K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 171 | $135.9K | 0.14% | −146−46.1% | Reduced |
| S.A. Mason LLC | 179 | $142.3K | 0.04% | +1+0.6% | Added |
| Prudent Man Investment Management, Inc. | 260 | $143.7K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 188 | $149.4K | 0.00% | +84+80.8% | Added |
| Ares Financial Consulting, LLC | 189 | $150.2K | 0.11% | 00.0% | Unchanged |
| Group One Trading, L.P. | 225 | $178.8K | 0.01% | −424−65.3% | Reduced |
| Siemens Fonds Invest GmbH | 229 | $182.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 238 | $189.2K | 0.02% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 244 | $193.9K | 0.16% | −7−2.8% | Reduced |
| Cidel Asset Management Inc | 253 | $201.1K | 0.01% | +253 | New |
| First Horizon Corp | 253 | $201.1K | 0.01% | +45+21.6% | Added |
| United Community Bank | 255 | $202.7K | 0.06% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 255 | $202.9K | 0.00% | +255 | New |
| Investments & Financial Planning, LLC | 256 | $203.3K | 0.10% | +256 | New |
| Fundamentun, LLC | 256 | $203.5K | 0.01% | +256 | New |
| Personal Cfo Solutions, LLC | 257 | $204.3K | 0.03% | +257 | New |
| Calton & Associates, Inc. | 258 | $204.9K | 0.03% | −20−7.2% | Reduced |
| Five Oceans Advisors | 261 | $207.4K | 0.07% | +261 | New |
| Range Advisory, LLC | 263 | $208.8K | 0.02% | +263 | New |
| Grimes & Company, Inc. | 266 | $211.8K | 0.00% | +266 | New |
| Adirondack Trust Co | 270 | $214.6K | 0.06% | 00.0% | Unchanged |
| American State Bank (Iowa) | 271 | $215.4K | 0.09% | −47−14.8% | Reduced |
| Aprio Wealth Management, LLC | 271 | $215.4K | 0.01% | −17−5.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 271 | $215.4K | 0.01% | +271 | New |
