| Northwest Capital Management Inc | 23 | $14.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 23 | $14.5K | 0.01% | +5+27.8% | Added |
| Atala Financial Inc | 23 | $14.5K | 0.01% | +23 | New |
| Kestra Investment Management, LLC | 23 | $14.6K | 0.00% | +23 | New |
| Dunhill Financial, LLC | 24 | $15.0K | 0.01% | −7−22.6% | Reduced |
| AdvisorNet Financial, Inc | 24 | $15.1K | 0.00% | −25−51.0% | Reduced |
| St Germain D J Co Inc | 24 | $15.1K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 24 | $15.1K | 0.00% | +24 | New |
| Cassady Schiller Wealth Management, LLC | 25 | $15.8K | 0.01% | +19+316.7% | Added |
| Frazier Financial Advisors, LLC | 25 | $15.8K | 0.01% | −19−43.2% | Reduced |
| Country Trust Bank | 26 | $16.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 26 | $16.4K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 26 | $16.4K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 26 | $16.4K | 0.01% | +26 | New |
| Whipplewood Advisors, LLC | 26 | $16.4K | 0.01% | +26 | New |
| PFS Partners, LLC | 26 | $16.6K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $16.7K | 0.01% | −1−3.7% | Reduced |
| Cedar Mountain Advisors, LLC | 27 | $17.0K | 0.00% | −5−15.6% | Reduced |
| Creative Capital Management Investments LLC | 27 | $17.0K | 0.01% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 28 | $17.6K | 0.00% | +28 | New |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $18.0K | 0.01% | −148−83.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 29 | $18.3K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 29 | $18.3K | 0.01% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 31 | $19.5K | 0.01% | +31 | New |
| Northwest Bank & Trust Co | 31 | $20.1K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $20.2K | 0.00% | −1−3.0% | Reduced |
| Evergreen Private Wealth LLC | 32 | $20.2K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33 | $20.8K | 0.00% | −10−23.3% | Reduced |
| Tacita Capital Inc | 33 | $20.8K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 33 | $20.8K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 36 | $22.7K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $23.3K | 0.01% | −8−17.8% | Reduced |
| Golden State Wealth Management, LLC | 37 | $23.3K | 0.00% | +37 | New |
| Pension & Wealth Management Advisors, Inc. | 39 | $25.1K | 0.01% | +39 | New |
| Nemes Rush Group LLC | 41 | $25.8K | 0.00% | +11+36.7% | Added |
| Estabrook Capital Management | 44 | $27.7K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 44 | $27.7K | 0.01% | +44 | New |
| Global Financial Private Client, LLC | 46 | $29.0K | 0.01% | +2+4.5% | Added |
| Legacy Investment Solutions, LLC | 40 | $29.9K | 0.02% | +2+5.3% | Added |
| Legacy Wealth Managment, LLC | 40 | $29.9K | 0.02% | +2+5.3% | Added |
| Pacific Capital Wealth Advisors, Inc | 48 | $30.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 48 | $30.2K | 0.00% | +36+300.0% | Added |
| TCTC Holdings, LLC | 49 | $30.9K | 0.00% | +49 | New |
| Oliver Lagore Vanvalin Investment Group | 49 | $30.9K | 0.01% | +7+16.7% | Added |
| Washington Trust Advisors, Inc. | 50 | $31.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 51 | $32.1K | 0.02% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 51 | $32.1K | 0.00% | +51 | New |
| Cape Investment Advisory, Inc. | 52 | $32.8K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 53 | $33.4K | 0.00% | +37+231.3% | Added |
| 1620 Investment Advisors, Inc. | 55 | $34.6K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Advisors | 55 | $34.7K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 56 | $35.3K | 0.01% | +56 | New |
| Newbridge Financial Services Group, Inc. | 58 | $36.5K | 0.01% | −1,010−94.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 58 | $36.6K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 60 | $37.8K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 61 | $38.4K | 0.04% | +61 | New |
| Oarsman Capital, Inc. | 64 | $40.3K | 0.01% | −31−32.6% | Reduced |
| Meeder Asset Management Inc | 64 | $40.3K | 0.00% | −27−29.7% | Reduced |
| LRI Investments, LLC | 65 | $41.0K | 0.00% | −15−18.8% | Reduced |
| Creative Financial Designs Inc | 65 | $41.0K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 65 | $41.0K | 0.02% | +1+1.6% | Added |
| Centerpoint Advisors, LLC | 65 | $41.0K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 65 | $41.2K | 0.01% | +40+160.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 66 | $41.6K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $41.6K | 0.01% | +1+1.5% | Added |
| HHM Wealth Advisors, LLC | 67 | $42.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 67 | $42.4K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 68 | $42.8K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 10,713 | $43.0K | 0.00% | +1,628+17.9% | Added |
| Key Financial Inc | 72 | $45.4K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 73 | $46.0K | 0.02% | −1,108−93.8% | Reduced |
| Centennial Bank | 74 | $46.6K | 0.02% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 75 | $47.3K | 0.02% | +75 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 69 | $48.5K | 0.00% | +69 | New |
| Covestor Ltd | 77 | $49.0K | 0.03% | +1+1.3% | Added |
| Rise Advisors, LLC | 79 | $49.6K | 0.02% | +3+3.9% | Added |
| First Community Trust NA | 79 | $49.8K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 79 | $49.9K | 0.02% | −12−13.2% | Reduced |
| Chilton Capital Management LLC | 81 | $51.0K | 0.00% | −31,039−99.7% | Reduced |
| Highline Wealth Partners LLC | 81 | $51.0K | 0.02% | +3+3.8% | Added |
| Hurley Capital, LLC | 76 | $51.3K | 0.04% | +76 | New |
| CNB Bank | 82 | $51.7K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 83 | $52.3K | 0.00% | +83 | New |
| Fortitude Family Office, LLC | 87 | $54.8K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 87 | $54.8K | 0.01% | −257−74.7% | Reduced |
| Itau Unibanco Holding S.A. | 90 | $56.7K | 0.00% | +60+200.0% | Added |
| Pacifica Partners Inc. | 95 | $60.5K | 0.03% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 96 | $60.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 96 | $60.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $63.0K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 101 | $63.6K | 0.00% | −5−4.7% | Reduced |
| Rakuten Securities, Inc. | 106 | $66.8K | 0.03% | +40+60.6% | Added |
| Orion Capital Management LLC | 111 | $69.9K | 0.03% | +111 | New |
| GW&K Investment Management, LLC | 114 | $72.0K | 0.00% | −3−2.6% | Reduced |
| Piscataqua Savings Bank | 123 | $77.5K | 0.07% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 123 | $77.9K | 0.01% | +123 | New |
| Independence Bank of Kentucky | 125 | $78.8K | 0.01% | −140−52.8% | Reduced |
| Heritage Wealth Advisors | 125 | $78.8K | 0.00% | 00.0% | Unchanged |
| Tobam | 125 | $79.0K | 0.02% | −85−40.5% | Reduced |
| Sittner & Nelson, LLC | 127 | $80.0K | 0.03% | 00.0% | Unchanged |
