| Live Oak Investment Partners | – | $39.7K | 0.03% | – | New |
| Tradewinds Capital Management, LLC | 87 | $40.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 88 | $41.1K | 0.00% | −158−64.2% | Reduced |
| Rational Advisors LLC | 88 | $41.1K | 0.00% | −5−5.4% | Reduced |
| Addison Advisors LLC | 89 | $41.6K | 0.01% | +24+36.9% | Added |
| Piscataqua Savings Bank | 90 | $42.0K | 0.04% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 90 | $42.2K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 91 | $42.5K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 99 | $46.0K | 0.02% | −17−14.7% | Reduced |
| Boyd Watterson Asset Management LLC | 99 | $46.2K | 0.01% | 00.0% | Unchanged |
| Park Circle Co | 100 | $46.7K | 0.05% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 100 | $46.7K | 0.04% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $46.7K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $46.7K | 0.03% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 100 | $46.7K | 0.03% | 00.0% | Unchanged |
| Breakwater Investment Management | 100 | $46.7K | 0.02% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 100 | $46.7K | 0.01% | +100 | New |
| Cape Investment Advisory, Inc. | 101 | $47.2K | 0.02% | −158−61.0% | Reduced |
| Rakuten Securities, Inc. | 101 | $47.2K | 0.02% | −189−65.2% | Reduced |
| PrairieView Partners, LLC | 103 | $48.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 104 | $48.6K | 0.01% | +104 | New |
| Banque Cantonale Vaudoise | 105 | $49.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 105 | $49.0K | 0.02% | +75+250.0% | Added |
| Meeder Asset Management Inc | 107 | $50.0K | 0.00% | +74+224.2% | Added |
| Tompkins Financial Corp | 113 | $52.8K | 0.01% | −3−2.6% | Reduced |
| Wiser Advisor Group LLC | 116 | $53.9K | 0.08% | +53+84.1% | Added |
| Western Pacific Wealth Management, LP | 116 | $54.3K | 0.04% | +44+61.1% | Added |
| MeadowBrook Investment Advisors LLC | 118 | $55.1K | 0.05% | 00.0% | Unchanged |
| DAGCO, Inc. | 125 | $58.5K | 0.03% | +2+1.6% | Added |
| Slocum, Gordon & Co LLP | 127 | $59.3K | 0.04% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 127 | $59.3K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 130 | $60.7K | 0.14% | +130 | New |
| Evolution Advisers, Inc. | 132 | $61.0K | 0.04% | 00.0% | Unchanged |
| Chris Bulman Inc | 132 | $61.7K | 0.04% | +132 | New |
| Versant Capital Management, Inc | 135 | $63.1K | 0.02% | +109+419.2% | Added |
| Citizens National Bank Trust Department | 136 | $63.5K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 136 | $63.7K | 0.01% | +15+12.4% | Added |
| Hanson & Doremus Investment Management | 136 | $64.0K | 0.01% | −10−6.8% | Reduced |
| Bellevue Asset Management, LLC | 138 | $64.7K | 0.04% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 140 | $65.4K | 0.00% | +55+64.7% | Added |
| Tacita Capital Inc | 142 | $66.3K | 0.05% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 144 | $67.8K | 0.05% | +144 | New |
| American Capital Advisory, LLC | 150 | $68.0K | 0.05% | +12+8.7% | Added |
| JNBA Financial Advisors | 148 | $69.1K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 149 | $69.6K | 0.02% | +149 | New |
| Blume Capital Management, Inc. | 150 | $70.1K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 150 | $70.1K | 0.05% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 150 | $70.2K | 0.02% | +1+0.7% | Added |
| Cassady Schiller Wealth Management, LLC | 151 | $70.5K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 154 | $71.8K | 0.04% | +2+1.3% | Added |
| Solstein Capital, LLC | 159 | $74.3K | 0.05% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 161 | $75.2K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 161 | $75.2K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 163 | $76.1K | 0.01% | −5−3.0% | Reduced |
| M&R Capital Management Inc | 167 | $78.0K | 0.02% | −17−9.2% | Reduced |
| Front Row Advisors LLC | 170 | $79.4K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 172 | $80.4K | 0.00% | +2+1.2% | Added |
| BOK Financial Private Wealth, Inc. | 174 | $81.3K | 0.01% | +83+91.2% | Added |
| Bank & Trust Co | 175 | $81.7K | 0.07% | +175 | New |
| Private Wealth Management Group, LLC | 175 | $81.9K | 0.04% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 177 | $82.7K | 0.02% | +26+17.2% | Added |
| WFA of San Diego, LLC | 178 | $83.1K | 0.07% | +178 | New |
| Wetzel Investment Advisors, Inc. | 185 | $84.2K | 0.05% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 181 | $84.5K | 0.05% | +3+1.7% | Added |
| Orion Capital Management LLC | 184 | $85.9K | 0.05% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 184 | $85.9K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 187 | $87.3K | 0.04% | −30−13.8% | Reduced |
| Silicon Valley Capital Partners | 187 | $87.4K | 0.01% | −58−23.7% | Reduced |
| Bell Investment Advisors, Inc | 192 | $89.7K | 0.02% | +11+6.1% | Added |
| Webster Bank, N. A. | 194 | $90.6K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 194 | $90.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 194 | $90.7K | 0.01% | +1+0.5% | Added |
| Pinnacle Bancorp, Inc. | 195 | $91.1K | 0.03% | +2+1.0% | Added |
| Quintet Private Bank (Europe) S.A. | 174 | $93.5K | 0.01% | +1+0.6% | Added |
| Strengthening Families & Communities, LLC | 201 | $94.0K | 0.03% | +201 | New |
| Bruce G. Allen Investments, LLC | 203 | $94.8K | 0.08% | −49−19.4% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 207 | $97.1K | 0.06% | +1+0.5% | Added |
| Hartford Financial Management Inc. | 208 | $97.2K | 0.02% | −18−8.0% | Reduced |
| Missouri Trust & Investment Co | 210 | $98.1K | 0.04% | −5−2.3% | Reduced |
| Pin Oak Investment Advisors Inc | 214 | $100.0K | 0.10% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 220 | $103.0K | 0.04% | +220 | New |
| McIlrath & Eck, LLC | 223 | $104.1K | 0.02% | +3+1.4% | Added |
| Disciplined Equity Management, Inc. | 243 | $113.5K | 0.07% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 248 | $115.8K | 0.06% | −1−0.4% | Reduced |
| Globeflex Capital L P | 253 | $118.2K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 257 | $120.0K | 0.03% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 259 | $121.0K | 0.01% | +169+187.8% | Added |
| Coppell Advisory Solutions LLC | 259 | $121.0K | 0.02% | +259 | New |
| Clear Investment Research, LLC | 261 | $122.3K | 0.16% | +70+36.6% | Added |
| Avion Wealth | 267 | $124.0K | 0.03% | +5+1.9% | Added |
| Coston, McIsaac & Partners | 269 | $125.0K | 0.04% | −3−1.1% | Reduced |
| Pinnacle Holdings, LLC | 275 | $128.5K | 0.05% | +275 | New |
| Silvant Capital Management LLC | 277 | $129.4K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 292 | $136.3K | 0.07% | +2+0.7% | Added |
| WR Wealth Planners, LLC | 299 | $139.8K | 0.04% | +6+2.0% | Added |
| Accent Capital Management, LLC | 300 | $140.1K | 0.09% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 328 | $153.3K | 0.03% | −57−14.8% | Reduced |
| Armstrong Advisory Group, Inc | 330 | $154.1K | 0.01% | −31−8.6% | Reduced |
| ICA Group Wealth Management, LLC | 332 | $155.1K | 0.09% | −627−65.4% | Reduced |
| Tyler-Stone Wealth Management | 336 | $156.7K | 0.06% | +2+0.6% | Added |
