| Rogco, LP | 377 | $118.3K | 0.04% | −62−14.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 377 | $118.3K | 0.06% | 00.0% | Unchanged |
| Horizons Wealth Management | 380 | $119.2K | 0.08% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 381 | $119.8K | 0.00% | +248+186.5% | Added |
| Bare Financial Services, Inc | 382 | $119.9K | 0.03% | +3+0.8% | Added |
| Unio Capital LLC | 383 | $120.2K | 0.02% | −386−50.2% | Reduced |
| Wealth Watch Advisors, INC | 387 | $121.4K | 0.05% | +25+6.9% | Added |
| Abound Financial, LLC | 389 | $122.1K | 0.05% | +389 | New |
| ESL Trust Services, LLC | 390 | $122.4K | 0.02% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 395 | $124.0K | 0.09% | −968−71.0% | Reduced |
| Reicon Wealth Advisors, LLC | 395 | $124.0K | 0.09% | +395 | New |
| Cresta Advisors, Ltd. | 400 | $125.5K | 0.05% | +400 | New |
| Advocate Investing Services LLC | 400 | $125.5K | 0.11% | +400 | New |
| Bravera Wealth | 404 | $126.8K | 0.06% | +404 | New |
| Cornerstone National Bank & Trust Co | 410 | $128.7K | 0.05% | +50+13.9% | Added |
| Copeland Capital Management, LLC | 420 | $131.8K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 421 | $132.1K | 0.09% | +36+9.4% | Added |
| West Financial Advisors, LLC | 423 | $132.7K | 0.02% | −2,000−82.5% | Reduced |
| LM Advisors LLC | 43,073 | $137.3K | 2.78% | −94,925−68.8% | Reduced |
| Key Capital Management, INC | 439 | $137.8K | 0.14% | +439 | New |
| Midwest Capital Advisors, LLC | 441 | $138.3K | 0.07% | −80−15.4% | Reduced |
| Vermillion Wealth Management, Inc. | 448 | $140.7K | 0.06% | −7−1.5% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 449 | $140.9K | 0.14% | −14−3.0% | Reduced |
| Portfolio Resources Advisor Group, Inc. | 460 | $144.3K | 0.14% | +460 | New |
| Proffitt & Goodson Inc | 462 | $145.0K | 0.02% | 00.0% | Unchanged |
| Kings Path Partners LLC | 480 | $150.6K | 0.05% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 480 | $150.7K | 0.12% | +58+13.7% | Added |
| Joseph Group Capital Management | 481 | $150.9K | 0.04% | +481 | New |
| Roxbury Financial LLC | 489 | $153.5K | 0.14% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 490 | $153.8K | 0.12% | −173−26.1% | Reduced |
| JDM Financial Group LLC | 490 | $153.8K | 0.06% | −73−13.0% | Reduced |
| Horizon Financial Services, LLC | 491 | $154.1K | 0.07% | +51+11.6% | Added |
| Wormser Freres Gestion | 499 | $156.6K | 0.09% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 500 | $156.9K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 501 | $157.4K | 0.03% | 00.0% | Unchanged |
| Sankala Group LLC | 514 | $160.1K | 0.13% | +514 | New |
| DiNuzzo Private Wealth, Inc. | 514 | $161.3K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 517 | $162.2K | 0.06% | −10−1.9% | Reduced |
| Hillsdale Investment Management Inc. | 520 | $163.2K | 0.00% | +87+20.1% | Added |
| Wilkerson Advisory Group LLC | 521 | $163.5K | 0.06% | +521 | New |
| MidAtlantic Capital Management, Inc. | 523 | $164.1K | 0.11% | +523 | New |
| Advantage Trust Co | 540 | $169.5K | 0.08% | −1,200−69.0% | Reduced |
| Westchester Capital Management, Inc. | 540 | $169.5K | 0.04% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 540 | $169.5K | 0.11% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 540 | $169.5K | 0.08% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 559 | $175.4K | 0.05% | +22+4.1% | Added |
| Bruce G. Allen Investments, LLC | 559 | $175.4K | 0.12% | +316+130.0% | Added |
| MeadowBrook Investment Advisors LLC | 560 | $175.7K | 0.15% | 00.0% | Unchanged |
| Palladiem, LLC | 570 | $179.3K | 0.17% | +570 | New |
| Garton & Associates Financial Advisors LLC | 572 | $179.6K | 0.10% | +572 | New |
| Winmill & Co. Inc | 574 | $179.7K | 0.05% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 584 | $183.3K | 0.07% | +142+32.1% | Added |
| Compass Financial Services Inc | 588 | $184.4K | 0.08% | +1+0.2% | Added |
| Evolution Advisers, Inc. | 600 | $188.0K | 0.08% | 00.0% | Unchanged |
| Morris Financial Concepts, Inc. | 600 | $188.3K | 0.07% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 600 | $188.3K | 0.13% | +600 | New |
| DecisionPoint Financial, LLC | 603 | $189.3K | 0.04% | +50+9.0% | Added |
| Motiv8 Investments LLC | 610 | $191.0K | 0.10% | +610 | New |
| Aspect Partners, LLC | 623 | $195.5K | 0.09% | +41+7.0% | Added |
| VSM Wealth Advisory, LLC | 625 | $196.0K | 0.06% | +230+58.2% | Added |
| New England Capital Financial Advisors LLC | 633 | $198.5K | 0.08% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 638 | $200.2K | 0.12% | +638 | New |
| Aspetuck Financial Management LLC | 640 | $200.8K | 0.13% | +640 | New |
| CrossGen Wealth, LLC | 641 | $201.2K | 0.18% | +641 | New |
| Cornerstone Select Advisors, LLC | 645 | $202.4K | 0.14% | +645 | New |
| Bannerman Wealth Management Group, LLC | 645 | $202.4K | 0.14% | +645 | New |
| John W. Brooker & Co., CPAs | 647 | $203.0K | 0.36% | +647 | New |
| Fulcrum Equity Management | 647 | $203.1K | 0.19% | +647 | New |
| CBM Financial, LLC | 670 | $203.6K | 0.14% | +670 | New |
| Strategic Wealth Advisors LLC | 652 | $204.0K | 0.17% | +652 | New |
| Compass Advisory Group LLC | 651 | $204.3K | 0.06% | +651 | New |
| Jordan Park Trust Co LLC | 652 | $204.6K | 0.14% | +652 | New |
| GEM Asset Management, LLC | 636 | $205.2K | 0.09% | +636 | New |
| Hilltop Partners LLC | 654 | $205.4K | 0.05% | +654 | New |
| Cornerstone Advisors Asset Management, LLC | 655 | $205.5K | 0.03% | +655 | New |
| Integrated Financial Solutions, Inc. | 657 | $206.2K | 0.15% | +657 | New |
| Pearl Planning LLC | 657 | $206.2K | 0.13% | +657 | New |
| Old North State Wealth Management, LLC | 657 | $206.6K | 0.10% | +657 | New |
| Harvest Management LLC | 660 | $207.1K | 0.08% | −1,000−60.2% | Reduced |
| AG Asset Advisory, LLC | 660 | $207.1K | 0.18% | +660 | New |
| AF Advisors, Inc. | 660 | $207.1K | 0.08% | +660 | New |
| Hardworking Capital Advisors, LLC | 662 | $207.7K | 0.19% | +662 | New |
| Lifetime Wealth Management P.C. | 662 | $207.7K | 0.13% | +662 | New |
| Planning Directions Inc | 665 | $208.6K | 0.11% | +665 | New |
| Sheridan Capital Management, LLC | 665 | $208.7K | 0.11% | +665 | New |
| Theory Financial LLC | 627 | $209.2K | 0.07% | −180−22.3% | Reduced |
| Skyline Advisors, Inc. | 668 | $209.7K | 0.07% | +668 | New |
| Westend Capital Management, LLC | 669 | $209.9K | 0.06% | +657+5,475.0% | Added |
| Parkwoods Wealth Partners, LLC | 669 | $209.9K | 0.06% | +669 | New |
| Destiny Capital Corp | 671 | $210.6K | 0.11% | +671 | New |
| Israel Discount Bank of New York | 672 | $210.9K | 0.57% | +672 | New |
| Strategic Financial Concepts, LLC | 674 | $211.5K | 0.19% | −5,089−88.3% | Reduced |
| Shaker Investments LLC | 676 | $212.1K | 0.09% | +676 | New |
| Cypress Capital Advisors, LLC | 676 | $212.1K | 0.11% | +676 | New |
| Avalon Advisory Group | 679 | $213.1K | 0.09% | −194−22.2% | Reduced |
| Joel Adams & Associates, Inc. | 680 | $213.4K | 0.16% | +680 | New |
| Summit Investment Advisory Services, LLC | 681 | $213.7K | 0.08% | +681 | New |
| Forthright Family Wealth Advisory LLC | 684 | $214.6K | 0.13% | +684 | New |
| Torrey Growth & Income Advisors | 684 | $214.7K | 0.07% | +684 | New |
| Kingdom Financial Group LLC. | 687 | $215.4K | 0.07% | +687 | New |
