| First Horizon Corp | 136 | $9.84K | 0.00% | +28+25.9% | Added |
| Arlington Trust Co LLC | 136 | $9.84K | 0.00% | +136 | New |
| Birchbrook, Inc. | 142 | $10.3K | 0.01% | +1+0.7% | Added |
| DiNuzzo Private Wealth, Inc. | 143 | $10.3K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 144 | $10.4K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 154 | $11.1K | 0.01% | −13−7.8% | Reduced |
| RWM Asset Management, LLC | 157 | $11.4K | 0.00% | +157 | New |
| Intentional Wealth Strategies, LLC | 158 | $11.4K | 0.01% | +158 | New |
| Richard W. Paul & Associates, LLC | 159 | $11.5K | 0.00% | −4,809−96.8% | Reduced |
| Kilter Group LLC | 164 | $11.9K | 0.01% | +112+215.4% | Added |
| Avion Wealth | 175 | $12.0K | 0.00% | +35+25.0% | Added |
| True Wealth Design, LLC | 168 | $12.2K | 0.00% | −40−19.2% | Reduced |
| Addison Advisors LLC | 170 | $12.3K | 0.00% | +9+5.6% | Added |
| Nemes Rush Group LLC | 171 | $12.4K | 0.00% | +41+31.5% | Added |
| Farmers & Merchants Investments Inc | 172 | $12.4K | 0.00% | +22+14.7% | Added |
| Dunhill Financial, LLC | 175 | $12.7K | 0.00% | +5+2.9% | Added |
| Cornerstone Financial Management LLC | 179 | $13.0K | 0.01% | +15+9.1% | Added |
| Cornerstone Planning Group LLC | 196 | $13.1K | 0.00% | +91+86.7% | Added |
| Boreal Capital Management LLC | 182 | $13.2K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 186 | $13.5K | 0.01% | −11−5.6% | Reduced |
| Winch Advisory Services, LLC | 188 | $13.6K | 0.00% | +1+0.5% | Added |
| American Capital Advisory, LLC | 193 | $14.0K | 0.01% | +7+3.8% | Added |
| SHP Wealth Management | 193 | $14.0K | 0.00% | +91+89.2% | Added |
| Alerus Financial NA | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $14.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $14.5K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 200 | $14.5K | 0.01% | −12,296−98.4% | Reduced |
| Hickory Point Bank & Trust | 200 | $14.5K | 0.01% | +200 | New |
| Pacific Center for Financial Services | 206 | $14.9K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 207 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 224 | $15.2K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 211 | $15.3K | 0.00% | +11+5.5% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 214 | $15.5K | 0.01% | +214 | New |
| Financial Network Wealth Advisors LLC | 216 | $15.6K | 0.02% | +216 | New |
| Scarborough Advisors, LLC | 217 | $15.7K | 0.00% | +217 | New |
| DAGCO, Inc. | 221 | $16.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 221 | $16.0K | 0.00% | +221 | New |
| ZRC Wealth Management, LLC | 223 | $16.1K | 0.01% | −477−68.1% | Reduced |
| Kemnay Advisory Services Inc. | 225 | $16.3K | 0.00% | −4−1.7% | Reduced |
| Costello Asset Management, INC | 226 | $16.3K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 252 | $17.1K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 258 | $19.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 269 | $19.5K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 271 | $19.6K | 0.00% | +61+29.0% | Added |
| Highline Wealth Partners LLC | 273 | $19.7K | 0.01% | +144+111.6% | Added |
| Legend Capital Advisors LLC | 274 | $19.8K | 0.01% | +274 | New |
| Godsey & Gibb Associates | 300 | $21.7K | 0.00% | 00.0% | Unchanged |
| Trask Adam Roland | 300 | $21.7K | 0.02% | +300 | New |
| Synergy Investment Management, LLC | 306 | $22.2K | 0.01% | +306 | New |
| Centennial Bank | 312 | $22.6K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 320 | $23.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 320 | $23.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 321 | $23.2K | 0.00% | −5−1.5% | Reduced |
| Covestor Ltd | 329 | $24.0K | 0.02% | −102−23.7% | Reduced |
| Stance Capital LLC | 346 | $25.0K | 0.01% | +346 | New |
| SOA Wealth Advisors, LLC. | 348 | $25.1K | 0.00% | +1+0.3% | Added |
| Harbor Capital Advisors, Inc. | 362 | $26.0K | 0.00% | −65−15.2% | Reduced |
| Solstein Capital, LLC | 368 | $26.6K | 0.01% | −296−44.6% | Reduced |
| Whipplewood Advisors, LLC | 377 | $27.3K | 0.01% | +377 | New |
| University of Texas/Texas Am Investment Managment Co | 378 | $27.4K | 0.00% | −2,596−87.3% | Reduced |
| Private Wealth Management Group, LLC | 391 | $28.3K | 0.01% | −19−4.6% | Reduced |
| Centerpoint Advisors, LLC | 404 | $29.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 406 | $29.4K | 0.01% | −168−29.3% | Reduced |
| Atlantic Union Bankshares Corp | 407 | $29.5K | 0.00% | +17+4.4% | Added |
| Millstone Evans Group, LLC | 412 | $29.8K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 416 | $30.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 417 | $30.2K | 0.00% | −425−50.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 418 | $30.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 420 | $30.4K | 0.02% | +49+13.2% | Added |
| Axiom Investment Management LLC | 423 | $30.6K | 0.02% | +423 | New |
| UMA Financial Services, Inc. | 433 | $31.3K | 0.00% | −187−30.2% | Reduced |
| Bullock Wealth Management Group | 444 | $31.3K | 0.02% | +1+0.2% | Added |
| Innovative Asset Advisors Group, LLC | 435 | $31.5K | 0.02% | +435 | New |
| Owl Creek Wealth Partners LLC | 445 | $32.2K | 0.01% | +445 | New |
| Caitong International Asset Management Co., Ltd | 452 | $32.7K | 0.01% | +452 | New |
| Cedar Mountain Advisors, LLC | 455 | $32.9K | 0.01% | +455 | New |
| GW&K Investment Management, LLC | 452 | $33.0K | 0.00% | +14+3.2% | Added |
| JPL Wealth Management, LLC | 457 | $33.1K | 0.01% | +457 | New |
| HHM Wealth Advisors, LLC | 469 | $33.9K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 500 | $36.2K | 0.01% | −60−10.7% | Reduced |
| Financial Perspectives, Inc | 500 | $36.2K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 500 | $36.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 517 | $37.4K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 525 | $38.0K | 0.00% | +525 | New |
| Twin Peaks Wealth Advisors, LLC | 527 | $38.1K | 0.01% | +527 | New |
| Thompson Investment Management, Inc. | 530 | $38.4K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 546 | $39.5K | 0.03% | +32+6.2% | Added |
| Adirondack Trust Co | 549 | $39.7K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 566 | $39.9K | 0.01% | +80+16.5% | Added |
| Valley National Advisers Inc | 554 | $40.0K | 0.01% | −37−6.3% | Reduced |
| Hoey Investments, Inc | 556 | $40.2K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 559 | $40.4K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 599 | $43.3K | 0.00% | +90+17.7% | Added |
| McIlrath & Eck, LLC | 602 | $43.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 604 | $43.7K | 0.01% | −394−39.5% | Reduced |
| South State Corp. | 608 | $44.0K | 0.00% | −34−5.3% | Reduced |
| Westend Capital Management, LLC | 612 | $44.3K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 617 | $44.7K | 0.02% | −4,959−88.9% | Reduced |
| New Age Alpha Advisors, LLC | 624 | $45.2K | 0.00% | +624 | New |
