| Capital A Wealth Management, LLC | 209 | $15.2K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 209 | $15.2K | 0.01% | +69+49.3% | Added |
| Birchbrook, Inc. | 210 | $15.2K | 0.01% | +1+0.5% | Added |
| Ogorek Anthony Joseph | 222 | $16.0K | 0.01% | +222 | New |
| Global Wealth Strategies & Associates | 230 | $16.7K | 0.01% | +60+35.3% | Added |
| Aspect Partners, LLC | 239 | $17.4K | 0.01% | −1−0.4% | Reduced |
| West Financial Advisors, LLC | 250 | $18.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 250 | $18.2K | 0.00% | +50+25.0% | Added |
| N.E.W. Advisory Services LLC | 250 | $18.2K | 0.00% | +250 | New |
| MJT & Associates Financial Advisory Group, Inc. | 250 | $18.2K | 0.02% | +250 | New |
| Prestige Wealth Management Group LLC | 250 | $18.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 259 | $18.8K | 0.00% | +259 | New |
| Bollard Group LLC | 258 | $19.0K | 0.00% | +1+0.4% | Added |
| Private Wealth Management Group, LLC | 264 | $19.2K | 0.01% | −21−7.4% | Reduced |
| True Wealth Design, LLC | 265 | $19.2K | 0.01% | +145+120.8% | Added |
| Evelyn Partners Asset Management Ltd | 270 | $19.6K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 275 | $20.0K | 0.00% | +125+83.3% | Added |
| Binnacle Investments Inc | 280 | $20.4K | 0.01% | +280 | New |
| TFC Financial Management | 286 | $20.8K | 0.00% | +6+2.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 288 | $20.9K | 0.00% | +47+19.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 290 | $21.1K | 0.04% | +70+31.8% | Added |
| JNBA Financial Advisors | 300 | $21.8K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 330 | $24.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 343 | $24.9K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 354 | $25.8K | 0.01% | +16+4.7% | Added |
| Smallwood Wealth Investment Management, LLC | 360 | $26.2K | 0.02% | +360 | New |
| Atwood & Palmer Inc | 370 | $26.9K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 370 | $26.9K | 0.01% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 370 | $26.9K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 371 | $27.0K | 0.01% | +152+69.4% | Added |
| Midwest Capital Advisors, LLC | 380 | $27.6K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 388 | $28.2K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 400 | $28.4K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 400 | $29.1K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 407 | $29.6K | 0.01% | −38−8.5% | Reduced |
| Bell Investment Advisors, Inc | 408 | $29.7K | 0.01% | +24+6.3% | Added |
| BOK Financial Private Wealth, Inc. | 400 | $29.8K | 0.00% | −33−7.6% | Reduced |
| Avalon Trust Co | 410 | $29.8K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 410 | $29.8K | 0.01% | +70+20.6% | Added |
| Stephens Consulting, LLC | 430 | $31.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 448 | $32.6K | 0.01% | +118+35.8% | Added |
| Promus Capital, LLC | 460 | $33.4K | 0.03% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 470 | $34.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 522 | $34.8K | 0.01% | +102+24.3% | Added |
| Rakuten Securities, Inc. | 498 | $36.2K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $36.4K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 500 | $36.4K | 0.04% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 500 | $36.4K | 0.02% | +500 | New |
| Rossby Financial, LCC | 514 | $36.7K | 0.02% | +514 | New |
| Saudi Central Bank | 506 | $36.8K | 0.19% | +506 | New |
| Hazlett, Burt & Watson, Inc. | 520 | $37.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 510 | $37.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 530 | $39.0K | 0.01% | +70+15.2% | Added |
| Roxbury Financial LLC | 520 | $39.9K | 0.04% | +2+0.4% | Added |
| Cranbrook Wealth Management, LLC | 550 | $40.0K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 558 | $40.6K | 0.04% | −2−0.4% | Reduced |
| Millstone Evans Group, LLC | 560 | $40.7K | 0.03% | +560 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 620 | $41.4K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 598 | $43.0K | 0.03% | +598 | New |
| Fortitude Family Office, LLC | 598 | $43.5K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 602 | $43.8K | 0.01% | +472+363.1% | Added |
| Citizens National Bank Trust Department | 603 | $43.8K | 0.01% | +153+34.0% | Added |
| Opal Wealth Advisors, LLC | 614 | $44.6K | 0.01% | +614 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 621 | $45.0K | 0.04% | +517+497.1% | Added |
| Retirement Wealth Solutions LLC | 625 | $45.5K | 0.04% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 637 | $46.0K | 0.00% | −342−34.9% | Reduced |
| Financial Freedom, LLC | 635 | $46.2K | 0.03% | +2+0.3% | Added |
| Flaharty Asset Management, LLC | 644 | $46.8K | 0.01% | +644 | New |
| Barrett & Company, Inc. | 668 | $48.6K | 0.02% | +2+0.3% | Added |
| Investment Research & Advisory Group, Inc. | 675 | $49.1K | 0.02% | +675 | New |
| Richards, Merrill & Peterson, Inc. | 680 | $49.4K | 0.03% | 00.0% | Unchanged |
| First United Bank Trust | 680 | $49.4K | 0.02% | +680 | New |
| Highline Wealth Partners LLC | 684 | $49.7K | 0.02% | +8+1.2% | Added |
| Longview Financial Advisors LLC | 700 | $50.9K | 0.03% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 712 | $51.8K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 749 | $54.5K | 0.01% | +129+20.8% | Added |
| Pinnacle Bancorp, Inc. | 750 | $54.5K | 0.02% | −110−12.8% | Reduced |
| AllSquare Wealth Management LLC | 764 | $55.5K | 0.03% | +764 | New |
| Delta Asset Management LLC | 770 | $56.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 792 | $57.6K | 0.00% | −13,551−94.5% | Reduced |
| Perkins Coie Trust Co | 793 | $57.7K | 0.01% | +3+0.4% | Added |
| Rise Advisors, LLC | 800 | $58.1K | 0.03% | +55+7.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 800 | $58.2K | 0.02% | +200+33.3% | Added |
| Holos Integrated Wealth LLC | 810 | $58.9K | 0.04% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 814 | $59.1K | 0.01% | +3+0.4% | Added |
| S.A. Mason LLC | 830 | $60.3K | 0.03% | +60+7.8% | Added |
| North Capital, Inc. | 840 | $61.1K | 0.06% | +840 | New |
| Abound Wealth Management | 842 | $61.2K | 0.02% | −80−8.7% | Reduced |
| Bangor Savings Bank | 847 | $61.6K | 0.01% | +847 | New |
| DT Investment Partners, LLC | 860 | $62.5K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 924 | $62.7K | 0.02% | +6+0.7% | Added |
| Orion Capital Management LLC | 900 | $65.4K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 900 | $65.4K | 0.03% | +100+12.5% | Added |
| Ofi Invest Asset Management | 977 | $65.8K | 0.00% | +977 | New |
| Activest Wealth Management | 917 | $66.7K | 0.02% | +363+65.5% | Added |
| Valued Wealth Advisors LLC | 915 | $66.7K | 0.04% | +215+30.7% | Added |
| Hager Investment Management Services, LLC | 930 | $67.6K | 0.05% | −730−44.0% | Reduced |
| Sierra Ocean, LLC | 935 | $68.0K | 0.05% | +70+8.1% | Added |
| Beacon Capital Management, LLC | 973 | $70.7K | 0.01% | +3+0.3% | Added |
| Toth Financial Advisory Corp | 1,000 | $72.7K | 0.01% | 00.0% | Unchanged |
