| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 150 | $10.8K | 0.01% | 00.0% | Unchanged |
| Burk Holdings LLC | 150 | $10.8K | 0.00% | +150 | New |
| Lodestone Wealth Management LLC | 156 | $11.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 157 | $11.3K | 0.00% | −256−62.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 157 | $11.3K | 0.00% | −1−0.6% | Reduced |
| Raffa Wealth Management, LLC | 159 | $11.4K | 0.00% | +3+1.9% | Added |
| Scarborough Advisors, LLC | 159 | $11.4K | 0.00% | +159 | New |
| Richardson Financial Services Inc. | 160 | $11.5K | 0.01% | +5+3.2% | Added |
| Chilton Capital Management LLC | 166 | $11.9K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 168 | $12.1K | 0.00% | +6+3.7% | Added |
| Hollencrest Capital Management | 170 | $12.2K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 175 | $12.5K | 0.00% | +1+0.6% | Added |
| Rialto Wealth Management, LLC | 185 | $13.3K | 0.00% | +9+5.1% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 193 | $13.9K | 0.01% | +144+293.9% | Added |
| Centerpoint Advisors, LLC | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 200 | $14.4K | 0.01% | −100−33.3% | Reduced |
| Atlantic Private Wealth, LLC | 200 | $14.4K | 0.01% | −10−4.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 201 | $14.4K | 0.01% | +201 | New |
| CoreFirst Bank & Trust | 202 | $14.5K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 202 | $14.5K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 202 | $14.5K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 203 | $14.6K | 0.01% | −168−45.3% | Reduced |
| Strategic Investment Solutions, Inc. | 208 | $14.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 214 | $15.4K | 0.00% | −5−2.3% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 8,110 | $15.8K | 0.07% | +8,110 | New |
| Consultiva Wealth Management, Corp. | 222 | $15.9K | 0.05% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 226 | $16.2K | 0.01% | +64+39.5% | Added |
| Atomic Invest LLC | 237 | $16.6K | 0.01% | +5+2.2% | Added |
| Raleigh Capital Management Inc. | 235 | $16.9K | 0.01% | +235 | New |
| Westfuller Advisors, LLC | 235 | $16.9K | 0.01% | +2+0.9% | Added |
| Red Tortoise LLC | 236 | $16.9K | 0.01% | +2+0.9% | Added |
| Founders Capital Management | 237 | $17.0K | 0.01% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 241 | $17.3K | 0.01% | +110+84.0% | Added |
| Hager Investment Management Services, LLC | 245 | $17.6K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 249 | $17.9K | 0.01% | +43+20.9% | Added |
| Fortis Group Advisors, LLC | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 251 | $18.0K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 252 | $18.1K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 253 | $18.2K | 0.00% | −39−13.4% | Reduced |
| Avion Wealth | 269 | $19.0K | 0.00% | +22+8.9% | Added |
| Core Alternative Capital | 266 | $19.1K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 270 | $19.4K | 0.01% | −82−23.3% | Reduced |
| Sherman Asset Management, Inc. | 274 | $19.7K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 275 | $19.8K | 0.00% | −4−1.4% | Reduced |
| Bellevue Asset Management, LLC | 279 | $20.0K | 0.01% | +79+39.5% | Added |
| Bank & Trust Co | 285 | $20.5K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 286 | $20.5K | 0.01% | +126+78.8% | Added |
| Olistico Wealth, LLC | 290 | $20.8K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 291 | $20.9K | 0.00% | −66−18.5% | Reduced |
| SOA Wealth Advisors, LLC. | 300 | $21.5K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 300 | $21.5K | 0.00% | +300 | New |
| Cranbrook Wealth Management, LLC | 300 | $21.5K | 0.00% | +300 | New |
| MB, Levis & Associates, LLC | 319 | $22.9K | 0.01% | +3+0.9% | Added |
| Torren Management, LLC | 320 | $23.0K | 0.01% | −847−72.6% | Reduced |
| Seneschal Advisors, LLC | 321 | $23.1K | 0.02% | 00.0% | Unchanged |
| Swiss Re Ltd | 327 | $23.5K | 0.14% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 334 | $24.0K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 348 | $24.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 340 | $24.4K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 346 | $24.9K | 0.01% | 00.0% | Unchanged |
| Sankala Group LLC | 350 | $24.9K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 350 | $25.0K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 354 | $25.4K | 0.01% | +10+2.9% | Added |
| Private Wealth Management Group, LLC | 368 | $26.4K | 0.01% | +48+15.0% | Added |
| Arlington Trust Co LLC | 382 | $27.4K | 0.00% | +10+2.7% | Added |
| Global Trust Asset Management, LLC | 387 | $27.8K | 0.01% | +300+344.8% | Added |
| Dogwood Wealth Management LLC | 395 | $28.4K | 0.01% | +25+6.8% | Added |
| United Community Bank | 404 | $29.0K | 0.01% | −10−2.4% | Reduced |
| WPG Advisers, LLC | 406 | $29.2K | 0.02% | +9+2.3% | Added |
| GoalVest Advisory LLC | 408 | $29.3K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 411 | $29.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 414 | $29.7K | 0.00% | +112+37.1% | Added |
| Stone House Investment Management, LLC | 430 | $30.9K | 0.01% | +17+4.1% | Added |
| CBIZ Investment Advisory Services, LLC | 433 | $31.1K | 0.00% | −87−16.7% | Reduced |
| Boyd Watterson Asset Management LLC | 435 | $31.2K | 0.01% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 435 | $31.2K | 0.00% | +241+124.2% | Added |
| Investors Portfolio Services LLC | 436 | $31.3K | 0.03% | −196−31.0% | Reduced |
| Cedar Mountain Advisors, LLC | 436 | $31.3K | 0.01% | +65+17.5% | Added |
| Harbor Asset Planning, Inc. | 438 | $31.5K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 439 | $31.5K | 0.01% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 448 | $32.2K | 0.02% | +448 | New |
| First Financial Corp | 450 | $32.3K | 0.01% | −50−10.0% | Reduced |
| Boreal Capital Management LLC | 451 | $32.4K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 463 | $33.3K | 0.00% | +114+32.7% | Added |
| Roxbury Financial LLC | 463 | $33.3K | 0.03% | +1+0.2% | Added |
| SWAN Capital LLC | 478 | $34.3K | 0.01% | +236+97.5% | Added |
| Battery Global Advisors, LLC | 478 | $34.3K | 0.02% | +467+4,245.5% | Added |
| Godfrey Financial Associates, Inc. | 478 | $34.3K | 0.03% | 00.0% | Unchanged |
| Costello Asset Management, INC | 479 | $34.4K | 0.01% | +2+0.4% | Added |
| J.Safra Asset Management Corp | 480 | $34.5K | 0.00% | +182+61.1% | Added |
| Canton Hathaway, LLC | 486 | $34.9K | 0.01% | −21−4.1% | Reduced |
| FNY Investment Advisers, LLC | 500 | $35.0K | 0.02% | −5,400−91.5% | Reduced |
| Covestor Ltd | 486 | $35.0K | 0.02% | −185−27.6% | Reduced |
| Standard Family Office LLC | 488 | $35.0K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 493 | $35.4K | 0.01% | +195+65.4% | Added |
| Vermillion Wealth Management, Inc. | 494 | $35.5K | 0.01% | +94+23.5% | Added |
| Gables Capital Management Inc. | 500 | $35.9K | 0.02% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 500 | $35.9K | 0.02% | 00.0% | Unchanged |
