| Abound Financial, LLC | 160 | $46.2K | 0.02% | +160 | New |
| First Community Trust NA | 160 | $46.2K | 0.03% | −556−77.7% | Reduced |
| WPG Advisers, LLC | 163 | $47.1K | 0.03% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 165 | $47.8K | 0.03% | +165 | New |
| Cornerstone Planning Group LLC | 152 | $47.8K | 0.01% | +1+0.7% | Added |
| Sarver Vrooman Wealth Advisors | 175 | $50.6K | 0.03% | −107−37.9% | Reduced |
| Bullseye Investment Management, LLC | 175 | $50.6K | 0.03% | +175 | New |
| McMillan Office, Inc. | 175 | $50.6K | 0.01% | +175 | New |
| Roble, Belko & Company, Inc | 175 | $51.0K | 0.01% | −230−56.8% | Reduced |
| Proffitt & Goodson Inc | 181 | $52.3K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 183 | $52.9K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 183 | $52.9K | 0.04% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 220 | $54.5K | 0.00% | +220 | New |
| Harel Insurance Investments & Financial Services Ltd. | 188 | $55.0K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 196 | $56.6K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 196 | $56.6K | 0.01% | +101+106.3% | Added |
| Curio Wealth, LLC | 192 | $56.7K | 0.02% | +32+20.0% | Added |
| Strengthening Families & Communities, LLC | 197 | $56.9K | 0.02% | +168+579.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 197 | $57.0K | 0.00% | +197 | New |
| Old Point Trust & Financial Services N A | 200 | $57.8K | 0.02% | 00.0% | Unchanged |
| Mechanics Financial Corp | 200 | $57.8K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $57.8K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 200 | $57.8K | 0.01% | +200 | New |
| Center for Financial Planning, Inc. | 200 | $57.8K | 0.01% | +200 | New |
| Prosperity Bancshares Inc | 201 | $58.1K | 0.05% | +201 | New |
| Investors Portfolio Services LLC | 202 | $58.2K | 0.05% | +202 | New |
| Adkins Seale Capital Management LLC | 202 | $58.4K | 0.06% | +202 | New |
| Olistico Wealth, LLC | 205 | $59.2K | 0.03% | +205 | New |
| Private Wealth Asset Management, LLC | 211 | $60.9K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 214 | $61.8K | 0.03% | 00.0% | Unchanged |
| Country Trust Bank | 220 | $63.5K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 224 | $64.7K | 0.04% | +224 | New |
| Elyxium Wealth, LLC | 225 | $65.0K | 0.02% | +225 | New |
| Riverview Trust Co | 234 | $67.6K | 0.08% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 284 | $70.7K | 0.00% | −775−73.2% | Reduced |
| Kozak & Associates, Inc. | 227 | $70.9K | 0.01% | −455−66.7% | Reduced |
| UMA Financial Services, Inc. | 248 | $71.5K | 0.01% | +30+13.8% | Added |
| Arlington Trust Co LLC | 250 | $72.2K | 0.01% | −96−27.7% | Reduced |
| Vision Financial Markets LLC | 250 | $72.2K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $72.2K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 251 | $72.4K | 0.01% | +1+0.4% | Added |
| Toth Financial Advisory Corp | 252 | $72.8K | 0.01% | +28+12.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 253 | $73.4K | 0.01% | +118+87.4% | Added |
| Sound Income Strategies, LLC | 240 | $73.9K | 0.00% | +87+56.9% | Added |
| 1015 Capital Partners, LLC | 261 | $75.4K | 0.07% | +261 | New |
| IFC & Insurance Marketing, Inc. | 264 | $76.0K | 0.08% | +264 | New |
| Barrett & Company, Inc. | 264 | $76.4K | 0.03% | −149−36.1% | Reduced |
| Trust Co | 268 | $77.4K | 0.01% | +61+29.5% | Added |
| Perkins Coie Trust Co | 275 | $79.4K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 275 | $79.4K | 0.06% | −550−66.7% | Reduced |
| Rakuten Securities, Inc. | 276 | $79.7K | 0.03% | +246+820.0% | Added |
| Reflection Asset Management | 278 | $80.3K | 0.06% | +278 | New |
| Asset Dedication, LLC | 280 | $80.9K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 288 | $83.2K | 0.00% | +288 | New |
| Torren Management, LLC | 292 | $84.3K | 0.04% | +292 | New |
| Cary Street Partner Investment Advisory LLC | 292 | $84.3K | 0.02% | +31+11.9% | Added |
| Quent Capital, LLC | 301 | $86.9K | 0.01% | −2−0.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 300 | $87.0K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 302 | $87.2K | 0.01% | 00.0% | Unchanged |
| City State Bank | 303 | $87.5K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 303 | $87.5K | 0.06% | +3+1.0% | Added |
| DV Equities, LLC | 304 | $87.8K | 0.02% | +304 | New |
| GW&K Investment Management, LLC | 303 | $88.0K | 0.00% | +6+2.0% | Added |
| Aventus Investment Advisors, Inc. | 306 | $88.4K | 0.07% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 310 | $90.0K | 0.03% | 00.0% | Unchanged |
| Bravera Wealth | 317 | $91.6K | 0.05% | +317 | New |
| Creative Financial Designs Inc | 317 | $91.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 329 | $95.0K | 0.02% | +209+174.2% | Added |
| Your Advocates Ltd., LLP | 331 | $95.6K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 338 | $97.6K | 0.03% | 00.0% | Unchanged |
| St Germain D J Co Inc | 348 | $100.5K | 0.00% | −41−10.5% | Reduced |
| Glen Eagle Advisors, LLC | 349 | $100.7K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 351 | $101.5K | 0.01% | −6−1.7% | Reduced |
| Kimelman & Baird, LLC | 355 | $102.5K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 360 | $104.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 360 | $104.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 361 | $104.3K | 0.01% | +361 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 335 | $104.7K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 363 | $104.9K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 373 | $107.7K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 385 | $111.8K | 0.03% | +385 | New |
| Basecamp Wealth Advisors LLC | 399 | $115.2K | 0.02% | +399 | New |
| Wellington Shields & Co., LLC | 400 | $115.5K | 0.03% | −200−33.3% | Reduced |
| Caldwell Trust Co | 400 | $115.5K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 408 | $117.8K | 0.01% | −14−3.3% | Reduced |
| Atlas Capital Advisors LLC | 413 | $119.3K | 0.01% | +413 | New |
| Entelevest, LLC | 415 | $119.9K | 0.12% | +415 | New |
| Picton Mahoney Asset Management | 419 | $121.0K | 0.00% | −575−57.8% | Reduced |
| Union Savings Bank | 422 | $121.9K | 0.05% | +422 | New |
| PFS Partners, LLC | 425 | $122.8K | 0.06% | 00.0% | Unchanged |
| CVA Family Office, LLC | 430 | $124.2K | 0.01% | +20+4.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 434 | $125.4K | 0.02% | +434 | New |
| Millstone Evans Group, LLC | 437 | $126.3K | 0.07% | 00.0% | Unchanged |
| JNBA Financial Advisors | 446 | $128.8K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 450 | $130.6K | 0.06% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 454 | $131.2K | 0.01% | 00.0% | Unchanged |
| Rossmore Private Capital | 452 | $131.2K | 0.01% | +452 | New |
| Seneschal Advisors, LLC | 456 | $131.7K | 0.10% | −108−19.1% | Reduced |
| True Wealth Design, LLC | 462 | $133.5K | 0.04% | +35+8.2% | Added |
| Wellington-Altus USA Inc. | 465 | $134.3K | 0.10% | +465 | New |