| Berbice Capital Management LLC | 300 | $14.3K | 0.01% | +300 | New |
| Richards, Merrill & Peterson, Inc. | 302 | $14.4K | 0.01% | +302 | New |
| Pineridge Advisors LLC | 302 | $14.4K | 0.01% | +1+0.3% | Added |
| Capital Analysts, LLC | 314 | $15.0K | 0.00% | −46−12.8% | Reduced |
| Center for Financial Planning, Inc. | 320 | $15.2K | 0.00% | −300−48.4% | Reduced |
| Gables Capital Management Inc. | 321 | $15.3K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 321 | $15.3K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 330 | $15.7K | 0.01% | +330 | New |
| Studio Investment Management LLC | 341 | $16.2K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 345 | $16.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 345 | $16.4K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 357 | $17.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 368 | $17.5K | 0.03% | +368 | New |
| Tortoise Investment Management, LLC | 373 | $17.7K | 0.00% | +2+0.5% | Added |
| Strategic Investment Solutions, Inc. | 383 | $18.2K | 0.01% | −112−22.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 385 | $18.3K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 387 | $18.4K | 0.01% | +387 | New |
| Van Hulzen Asset Management, LLC | 390 | $18.5K | 0.00% | +390 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 392 | $18.6K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 400 | $19.0K | 0.01% | +400 | New |
| Park Square Financial Group, LLC | 400 | $19.0K | 0.01% | +400 | New |
| Old Point Trust & Financial Services N A | 403 | $19.2K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 411 | $19.5K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 417 | $20.0K | 0.00% | −608−59.3% | Reduced |
| McClarren Financial Advisors, Inc. | 422 | $20.0K | 0.06% | +422 | New |
| Colonial Trust Advisors | 422 | $20.1K | 0.00% | +201+91.0% | Added |
| SOA Wealth Advisors, LLC. | 422 | $20.1K | 0.00% | +2+0.5% | Added |
| Resources Management Corp | 450 | $21.0K | 0.00% | +450 | New |
| Ruedi Wealth Management, Inc. | 444 | $21.1K | 0.01% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 450 | $21.4K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 450 | $21.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 450 | $21.4K | 0.02% | +450 | New |
| Creative Capital Management Investments LLC | 450 | $21.4K | 0.01% | +450 | New |
| Kayne Anderson Rudnick Investment Management LLC | 484 | $23.0K | 0.00% | +484 | New |
| Synergy Investment Management, LLC | 485 | $23.0K | 0.01% | +485 | New |
| Birchbrook, Inc. | 485 | $23.0K | 0.01% | −53−9.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 487 | $23.1K | 0.01% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 500 | $23.8K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 500 | $23.8K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 500 | $23.8K | 0.02% | +500 | New |
| Pension & Wealth Management Advisors, Inc. | 500 | $23.8K | 0.01% | +500 | New |
| Abound Wealth Management | 508 | $24.1K | 0.01% | +23+4.7% | Added |
| City State Bank | 516 | $24.5K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 523 | $24.9K | 0.00% | +227+76.7% | Added |
| GW&K Investment Management, LLC | 519 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 532 | $25.3K | 0.02% | +532 | New |
| Toth Financial Advisory Corp | 550 | $26.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 595 | $28.3K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 600 | $28.5K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 600 | $28.5K | 0.01% | +600 | New |
| Asset Planning,Inc | 600 | $28.5K | 0.02% | +600 | New |
| BOK Financial Private Wealth, Inc. | 624 | $29.6K | 0.00% | −747−54.5% | Reduced |
| Putney Financial Group LLC | 630 | $29.9K | 0.03% | +630 | New |
| Painted Porch Advisors LLC | 639 | $30.4K | 0.01% | +639 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 649 | $30.8K | 0.00% | −21−3.1% | Reduced |
| TSFG, LLC | 682 | $32.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 686 | $32.6K | 0.00% | +12+1.8% | Added |
| High Note Wealth, LLC | 703 | $33.4K | 0.01% | +703 | New |
| Empirical Asset Management, LLC | 22,105 | $34.3K | 0.01% | +22,105 | New |
| Private Wealth Management Group, LLC | 733 | $34.8K | 0.01% | +76+11.6% | Added |
| DHJJ Financial Advisors, Ltd. | 741 | $35.2K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 744 | $35.2K | 0.00% | −200−21.2% | Reduced |
| Mainstream Capital Management LLC | 742 | $35.3K | 0.02% | +742 | New |
| Rosenberg Matthew Hamilton | 747 | $35.5K | 0.01% | +500+202.4% | Added |
| Winthrop Capital Management, LLC | 768 | $36.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 776 | $36.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 810 | $38.5K | 0.00% | +512+171.8% | Added |
| Glen Eagle Advisors, LLC | 819 | $38.9K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 838 | $39.0K | 0.03% | −860−50.6% | Reduced |
| Transce3nd, LLC | 822 | $39.1K | 0.01% | +822 | New |
| McIlrath & Eck, LLC | 831 | $39.5K | 0.01% | +1+0.1% | Added |
| Global X Japan Co., Ltd. | 832 | $39.5K | 0.00% | +832 | New |
| Union Bancaire Privee, UBP SA | 837 | $39.6K | 0.00% | +837 | New |
| Access Investment Management LLC | 851 | $40.4K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 864 | $41.1K | 0.08% | −934−51.9% | Reduced |
| Dogwood Wealth Management LLC | 875 | $41.6K | 0.02% | +4+0.5% | Added |
| Blue Bell Private Wealth Management, LLC | 882 | $41.9K | 0.01% | −64−6.8% | Reduced |
| VSM Wealth Advisory, LLC | 900 | $42.8K | 0.02% | +900 | New |
| TCTC Holdings, LLC | 900 | $42.8K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 905 | $43.0K | 0.02% | +394+77.1% | Added |
| Ofi Invest Asset Management | 944 | $43.3K | 0.00% | +944 | New |
| First Command Advisory Services, Inc. | 915 | $43.5K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 917 | $43.6K | 0.02% | +47+5.4% | Added |
| Bruce G. Allen Investments, LLC | 932 | $44.3K | 0.04% | −8−0.9% | Reduced |
| Pacifica Partners Inc. | 950 | $44.4K | 0.02% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 940 | $44.7K | 0.02% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 948 | $45.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 964 | $45.8K | 0.02% | −105−9.8% | Reduced |
| Trust Co | 966 | $45.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 996 | $47.0K | 0.03% | −202−16.9% | Reduced |
| Cyrus J. Lawrence, LLC | 1,000 | $47.0K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 1,000 | $47.5K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,000 | $47.5K | 0.03% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 1,000 | $47.5K | 0.02% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 1,000 | $47.5K | 0.05% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,033 | $49.0K | 0.00% | +684+196.0% | Added |
| CVA Family Office, LLC | 1,032 | $49.0K | 0.01% | +249+31.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,041 | $49.5K | 0.01% | −10,348−90.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,042 | $49.5K | 0.01% | +301+40.6% | Added |
