| Tompkins Financial Corp | 106 | $14.0K | 0.00% | +106 | New |
| Kozak & Associates, Inc. | 101 | $14.1K | 0.00% | 00.0% | Unchanged |
| Trust Co | 111 | $14.7K | 0.00% | +111 | New |
| Roxbury Financial LLC | 112 | $14.8K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 119 | $15.8K | 0.00% | +119 | New |
| Harel Insurance Investments & Financial Services Ltd. | 130 | $17.0K | 0.00% | +130 | New |
| McIlrath & Eck, LLC | 130 | $17.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 129 | $17.6K | 0.00% | +1+0.8% | Added |
| Trust Co of Vermont | 150 | $19.9K | 0.00% | −50−25.0% | Reduced |
| Community Bank, N.A. | 150 | $19.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 155 | $20.5K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 158 | $21.0K | 0.00% | −100−38.8% | Reduced |
| Capital Advisors, Ltd. LLC | 159 | $21.0K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 167 | $22.1K | 0.01% | +167 | New |
| DV Equities, LLC | 167 | $22.1K | 0.00% | +167 | New |
| Medallion Wealth Advisors, LLC | 170 | $22.5K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 178 | $23.6K | 0.00% | −29−14.0% | Reduced |
| Jessup Wealth Management, Inc | 183 | $24.2K | 0.01% | +183 | New |
| Bellevue Asset Management, LLC | 186 | $24.6K | 0.01% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 187 | $24.8K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 195 | $25.8K | 0.01% | +18+10.2% | Added |
| First Horizon Corp | 196 | $26.0K | 0.00% | −28−12.5% | Reduced |
| Old Second National Bank of Aurora | 200 | $26.5K | 0.01% | 00.0% | Unchanged |
| Monetary Management Group Inc | 200 | $26.5K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $26.5K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 200 | $26.5K | 0.00% | +200 | New |
| Perkins Coie Trust Co | 207 | $27.4K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 215 | $28.5K | 0.01% | −119−35.6% | Reduced |
| Wealth Watch Advisors, INC | 216 | $28.6K | 0.01% | −4−1.8% | Reduced |
| DT Investment Partners, LLC | 218 | $28.9K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 219 | $29.0K | 0.01% | −18−7.6% | Reduced |
| Geneos Wealth Management Inc. | 220 | $29.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 221 | $29.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 222 | $29.4K | 0.00% | −15−6.3% | Reduced |
| Princeton Global Asset Management LLC | 230 | $30.5K | 0.00% | +230 | New |
| Central Pacific Bank - Trust Division | 237 | $31.4K | 0.00% | +237 | New |
| Meramec Financial Planners, LLC | 213 | $31.7K | 0.01% | +213 | New |
| Asset Dedication, LLC | 240 | $31.8K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 244 | $32.0K | 0.02% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 243 | $32.1K | 0.02% | +243 | New |
| Orion Capital Management LLC | 250 | $33.1K | 0.01% | −240−49.0% | Reduced |
| Deseret Mutual Benefit Administrators | 250 | $33.1K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 254 | $33.6K | 0.00% | +254 | New |
| Gen-Wealth Partners Inc | 256 | $33.9K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 257 | $34.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 269 | $35.6K | 0.00% | +5+1.9% | Added |
| Rossby Financial, LCC | 272 | $36.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 277 | $36.7K | 0.00% | −11−3.8% | Reduced |
| Bruce G. Allen Investments, LLC | 278 | $36.8K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 279 | $37.0K | 0.02% | −3,732−93.0% | Reduced |
| Basecamp Wealth Advisors LLC | 281 | $37.2K | 0.01% | +281 | New |
| International Assets Investment Management, LLC | 290 | $38.4K | 0.00% | +290 | New |
| Board of the Pension Protection Fund | 300 | $39.7K | 0.04% | −1,900−86.4% | Reduced |
| Hanson & Doremus Investment Management | 303 | $40.0K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 310 | $41.1K | 0.02% | +310 | New |
| Bartlett & Co. Wealth Management LLC | 318 | $42.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 334 | $44.2K | 0.00% | −30−8.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 336 | $44.5K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 340 | $45.0K | 0.01% | −107−23.9% | Reduced |
| Cromwell Holdings LLC | 341 | $45.2K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 345 | $45.7K | 0.01% | +1+0.3% | Added |
| LRI Investments, LLC | 349 | $46.2K | 0.00% | −52−13.0% | Reduced |
| Laurel Wealth Advisors LLC | 350 | $46.4K | 0.01% | +350 | New |
| Onefund, LLC | 362 | $48.0K | 0.03% | +20+5.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 373 | $49.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 375 | $49.7K | 0.02% | +50+15.4% | Added |
| Ransom Advisory, Ltd | 400 | $53.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 415 | $55.0K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 455 | $60.3K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 460 | $60.9K | 0.00% | +131+39.8% | Added |
| Sfam, LLC | 460 | $60.9K | 0.06% | +460 | New |
| Global Wealth Strategies & Associates | 465 | $61.6K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 473 | $62.7K | 0.01% | +52+12.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 482 | $63.8K | 0.02% | −133−21.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 534 | $70.7K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 548 | $72.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 576 | $75.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 569 | $75.3K | 0.00% | +60+11.8% | Added |
| Glen Eagle Advisors, LLC | 591 | $78.3K | 0.01% | −6−1.0% | Reduced |
| Evolution Advisers, Inc. | 600 | $79.0K | 0.03% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 600 | $79.5K | 0.00% | −6,000−90.9% | Reduced |
| Colonial Trust Advisors | 621 | $82.2K | 0.01% | +159+34.4% | Added |
| Mendota Financial Group, LLC | 627 | $83.1K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 643 | $85.2K | 0.00% | −38−5.6% | Reduced |
| Los Angeles Capital Management LLC | 539 | $85.3K | 0.00% | +539 | New |
| North Star Investment Management Corp. | 650 | $86.1K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 650 | $86.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 699 | $92.6K | 0.01% | +1+0.1% | Added |
| Ramirez Asset Management, Inc. | 700 | $92.7K | 0.01% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 702 | $93.0K | 0.08% | 00.0% | Unchanged |
| Quent Capital, LLC | 709 | $93.9K | 0.01% | −26−3.5% | Reduced |
| South Plains Financial, Inc. | 722 | $95.6K | 0.06% | −215−22.9% | Reduced |
| Ronald Blue Trust, Inc. | 730 | $96.7K | 0.00% | +35+5.0% | Added |
| Quarry LP | 784 | $103.8K | 0.02% | +769+5,126.7% | Added |
| Atlas Capital Advisors LLC | 833 | $110.3K | 0.01% | +833 | New |
| IFP Advisors, Inc | 849 | $112.5K | 0.00% | +10+1.2% | Added |
| N.E.W. Advisory Services LLC | 867 | $114.8K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 897 | $118.8K | 0.01% | +22+2.5% | Added |
| Parallel Advisors, LLC | 926 | $122.7K | 0.00% | +11+1.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 983 | $130.1K | 0.01% | +983 | New |
