| First United Bank Trust | 50 | $17.5K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 50 | $17.5K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 50 | $17.5K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 50 | $17.5K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 50 | $17.5K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 50 | $17.5K | 0.00% | +2+4.2% | Added |
| NBH Bank | 50 | $17.5K | 0.01% | +50 | New |
| MidFirst Bank | 51 | $17.9K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 52 | $18.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 53 | $18.6K | 0.00% | +15+39.5% | Added |
| Signature Resources Capital Management, LLC | 55 | $19.3K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 58 | $20.3K | 0.00% | +16+38.1% | Added |
| Country Trust Bank | 59 | $20.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 59 | $20.7K | 0.02% | +24+68.6% | Added |
| Rialto Wealth Management, LLC | 61 | $21.4K | 0.00% | +8+15.1% | Added |
| Harbor Investment Advisory, LLC | 62 | $21.7K | 0.00% | −45−42.1% | Reduced |
| MV Capital Management, Inc. | 62 | $21.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 63 | $22.1K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 63 | $22.1K | 0.00% | +15+31.3% | Added |
| Ares Financial Consulting, LLC | 65 | $22.8K | 0.02% | +1+1.6% | Added |
| Torren Management, LLC | 65 | $22.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 66 | $23.1K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 66 | $23.1K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 66 | $23.1K | 0.01% | +1+1.5% | Added |
| Persistent Asset Partners Ltd | 66 | $23.1K | 0.01% | +66 | New |
| UMA Financial Services, Inc. | 67 | $23.5K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 69 | $24.2K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 70 | $24.5K | 0.00% | +4+6.1% | Added |
| Indiana Trust & Investment Management CO | 72 | $25.2K | 0.01% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 72 | $25.2K | 0.00% | +72 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 73 | $25.6K | 0.01% | +73 | New |
| Fourth Dimension Wealth, LLC | 75 | $26.3K | 0.01% | −1,384−94.9% | Reduced |
| REAP Financial Group, LLC | 75 | $26.3K | 0.00% | +75 | New |
| Kerr Financial Planning Corp | 75 | $26.3K | 0.03% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 82 | $27.7K | 0.00% | +82 | New |
| Board of the Pension Protection Fund | 80 | $28.0K | 0.03% | +80 | New |
| Smallwood Wealth Investment Management, LLC | 81 | $28.4K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 81 | $28.4K | 0.01% | +9+12.5% | Added |
| Transamerica Financial Advisors, Inc. | 81 | $28.6K | 0.00% | +11+15.7% | Added |
| Owl Creek Wealth Partners LLC | 82 | $28.7K | 0.01% | +5+6.5% | Added |
| Napier Financial, LLC | 84 | $29.4K | 0.01% | −10−10.6% | Reduced |
| IMG Wealth Management, Inc. | 84 | $29.4K | 0.02% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 86 | $30.1K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 87 | $30.5K | 0.00% | +76+690.9% | Added |
| JPL Wealth Management, LLC | 88 | $30.8K | 0.01% | +5+6.0% | Added |
| Cornerstone Planning Group LLC | 96 | $31.4K | 0.00% | −17−15.0% | Reduced |
| Raelipskie Partnership | 93 | $32.6K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 95 | $33.3K | 0.00% | +95 | New |
| Salomon & Ludwin, LLC | 101 | $33.9K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 98 | $34.3K | 0.01% | 00.0% | Unchanged |
| Compass Financial Management LLC | 98 | $34.3K | 0.00% | +98 | New |
| Oakworth Capital, Inc. | 100 | $35.0K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 100 | $35.0K | 0.03% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 100 | $35.0K | 0.01% | +15+17.6% | Added |
| Flagship Wealth Advisors, LLC | 100 | $35.0K | 0.01% | +100 | New |
| Trust Co of Toledo NA | 101 | $35.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 102 | $35.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 104 | $36.4K | 0.00% | +41+65.1% | Added |
| Manchester Capital Management LLC | 108 | $37.8K | 0.00% | +24+28.6% | Added |
| Markowski Investments | 109 | $38.2K | 0.01% | +109 | New |
| Nemes Rush Group LLC | 111 | $38.9K | 0.00% | +36+48.0% | Added |
| Sachetta, LLC | 112 | $39.2K | 0.02% | +13+13.1% | Added |
| Prosperity Bancshares Inc | 114 | $39.9K | 0.03% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 121 | $40.5K | 0.01% | +41+51.2% | Added |
| Bartlett & Co. Wealth Management LLC | 116 | $40.6K | 0.00% | −47−28.8% | Reduced |
| Private Wealth Management Group, LLC | 116 | $40.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 118 | $41.0K | 0.02% | +3+2.6% | Added |
| St Germain D J Co Inc | 118 | $41.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 119 | $41.7K | 0.00% | +49+70.0% | Added |
| Bogart Wealth, LLC | 119 | $41.7K | 0.00% | +92+340.7% | Added |
| JFS Wealth Advisors, LLC | 121 | $42.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 123 | $43.1K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 125 | $43.8K | 0.03% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 126 | $44.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 132 | $46.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 132 | $46.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 133 | $46.6K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 134 | $46.9K | 0.01% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 135 | $47.3K | 0.01% | +135 | New |
| Your Advocates Ltd., LLP | 140 | $49.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 144 | $50.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 145 | $51.0K | 0.00% | −6−4.0% | Reduced |
| Geneos Wealth Management Inc. | 146 | $51.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 146 | $51.1K | 0.01% | +68+87.2% | Added |
| Alpine Bank Wealth Management | 150 | $52.5K | 0.01% | +150 | New |
| West Paces Advisors Inc. | 165 | $57.8K | 0.01% | +165 | New |
| Farmers & Merchants Investments Inc | 169 | $59.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 171 | $59.9K | 0.00% | −6−3.4% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 179 | $60.9K | 0.00% | +179 | New |
| Entrust Financial LLC | 175 | $61.3K | 0.04% | 00.0% | Unchanged |
| CVA Family Office, LLC | 179 | $62.7K | 0.01% | −1−0.6% | Reduced |
| Eastern Bank | 179 | $62.7K | 0.00% | +79+79.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 179 | $62.7K | 0.00% | +179 | New |
| Cornerstone National Bank & Trust Co | 187 | $62.8K | 0.02% | 00.0% | Unchanged |
| Toews Corp | 182 | $63.7K | 0.01% | +182 | New |
| Accordant Advisory Group Inc | 183 | $64.1K | 0.04% | 00.0% | Unchanged |
| LRI Investments, LLC | 184 | $64.4K | 0.01% | −44−19.3% | Reduced |
| Financial Management Professionals, Inc. | 184 | $64.4K | 0.01% | +14+8.2% | Added |
| Buck Wealth Strategies, LLC | 187 | $65.5K | 0.01% | +187 | New |
| Keating Financial Advisory Services, Inc. | 188 | $65.8K | 0.01% | +74+64.9% | Added |