| Wolff Wiese Magana LLC | 61 | $9.71K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 65 | $10.4K | 0.00% | +65 | New |
| DT Investment Partners, LLC | 66 | $10.5K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 69 | $11.0K | 0.01% | +69 | New |
| Kerr Financial Planning Corp | 81 | $11.7K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 75 | $12.0K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 78 | $12.4K | 0.01% | +19+32.2% | Added |
| Rosenberg Matthew Hamilton | 79 | $12.6K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 80 | $12.7K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 80 | $12.7K | 0.00% | +80 | New |
| Rothschild Investment LLC | 81 | $12.9K | 0.00% | +4+5.2% | Added |
| Smallwood Wealth Investment Management, LLC | 82 | $13.1K | 0.01% | +12+17.1% | Added |
| True Wealth Design, LLC | 82 | $13.1K | 0.00% | −5−5.7% | Reduced |
| AdvisorNet Financial, Inc | 83 | $13.2K | 0.00% | +22+36.1% | Added |
| N.E.W. Advisory Services LLC | 84 | $13.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $13.5K | 0.00% | −12−12.4% | Reduced |
| Bokf, NA | 93 | $14.8K | 0.00% | −174−65.2% | Reduced |
| Decker Retirement Planning Inc. | 100 | $15.9K | 0.01% | −19,969−99.5% | Reduced |
| Morton Brown Family Wealth, LLC | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $15.9K | 0.00% | +15+17.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 101 | $16.1K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 101 | $16.1K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 103 | $16.4K | 0.00% | +1+1.0% | Added |
| Cedar Mountain Advisors, LLC | 103 | $16.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 103 | $16.4K | 0.01% | +58+128.9% | Added |
| Concord Wealth Partners | 107 | $17.0K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 109 | $17.4K | 0.02% | +26+31.3% | Added |
| Wellington-Altus USA Inc. | 114 | $18.2K | 0.01% | +114 | New |
| William B. Walkup & Associates, Inc. | 119 | $18.9K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 120 | $19.1K | 0.02% | 00.0% | Unchanged |
| Garner Asset Management Corp | 120 | $19.1K | 0.01% | +120 | New |
| Private Wealth Management Group, LLC | 125 | $19.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 127 | $20.2K | 0.00% | −27−17.5% | Reduced |
| Vision Financial Markets LLC | 129 | $20.4K | 0.02% | +1+0.8% | Added |
| Banque Cantonale Vaudoise | 132 | $21.0K | 0.00% | −23−14.8% | Reduced |
| Clean Yield Group | 137 | $21.8K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 138 | $22.0K | 0.02% | +138 | New |
| Atlantic Union Bankshares Corp | 139 | $22.1K | 0.00% | −40−22.3% | Reduced |
| HighMark Wealth Management LLC | 141 | $22.5K | 0.01% | +3+2.2% | Added |
| Red Tortoise LLC | 146 | $23.2K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 146 | $23.3K | 0.01% | +146 | New |
| MTM Investment Management, LLC | 148 | $23.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 148 | $23.6K | 0.00% | +119+410.3% | Added |
| FWL Investment Management, LLC | 152 | $24.2K | 0.01% | +152 | New |
| Acadian Asset Management LLC | 161 | $25.0K | 0.00% | −3,224−95.2% | Reduced |
| Motiv8 Investments LLC | 167 | $27.0K | 0.01% | +167 | New |
| Toth Financial Advisory Corp | 170 | $27.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 172 | $27.4K | 0.00% | +6+3.6% | Added |
| Transce3nd, LLC | 176 | $27.5K | 0.22% | +12+7.3% | Added |
| Cranbrook Wealth Management, LLC | 175 | $27.9K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 177 | $28.2K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 179 | $28.5K | 0.00% | −23−11.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 181 | $28.8K | 0.01% | +16+9.7% | Added |
| Covestor Ltd | 182 | $29.0K | 0.02% | −3−1.6% | Reduced |
| EMC Capital Management | 200 | $30.0K | 0.01% | +200 | New |
| Fortitude Family Office, LLC | 193 | $30.7K | 0.01% | −1−0.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 195 | $31.1K | 0.00% | +195 | New |
| South State Corp. | 200 | $31.8K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 202 | $32.2K | 0.00% | +202 | New |
| Harel Insurance Investments & Financial Services Ltd. | 209 | $33.0K | 0.00% | −1,792−89.6% | Reduced |
| Align Financial, LLC | 34,237 | $34.2K | 0.02% | +34,237 | New |
| Salomon & Ludwin, LLC | 218 | $35.2K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 225 | $35.9K | 0.02% | +225 | New |
| Prestige Wealth Management Group LLC | 228 | $36.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 240 | $38.2K | 0.00% | +183+321.1% | Added |
| Keystone Financial Group, Inc. | 242 | $38.5K | 0.02% | +1+0.4% | Added |
| Strategic Wealth Partners, Ltd. | 243 | $38.7K | 0.00% | +243 | New |
| Harbour Investments, Inc. | 247 | $39.3K | 0.00% | −310−55.7% | Reduced |
| CoreCap Advisors, LLC | 252 | $40.1K | 0.00% | −742−74.6% | Reduced |
| Manchester Capital Management LLC | 252 | $40.1K | 0.01% | −306−54.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 261 | $41.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 262 | $41.7K | 0.00% | +28+12.0% | Added |
| DV Equities, LLC | 268 | $42.7K | 0.01% | +268 | New |
| Clear Street Markets LLC | 285 | $45.4K | 0.01% | −49−14.7% | Reduced |
| Hantz Financial Services, Inc. | 293 | $47.0K | 0.00% | +171+140.2% | Added |
| First Horizon Corp | 300 | $47.8K | 0.00% | −112−27.2% | Reduced |
| Ameriflex Group, Inc. | 313 | $49.8K | 0.03% | −313−50.0% | Reduced |
| ORG Partners LLC | 316 | $50.3K | 0.01% | +14+4.6% | Added |
| SBI Securities Co., Ltd. | 317 | $50.5K | 0.00% | −63−16.6% | Reduced |
| Key Financial Inc | 325 | $51.8K | 0.01% | +12+3.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 340 | $54.1K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 352 | $56.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 353 | $56.2K | 0.00% | −146−29.3% | Reduced |
| WPG Advisers, LLC | 358 | $57.0K | 0.04% | −123−25.6% | Reduced |
| HM Payson & Co | 364 | $58.0K | 0.00% | −68−15.7% | Reduced |
| Sound Income Strategies, LLC | 386 | $58.7K | 0.00% | +10+2.7% | Added |
| Evermay Wealth Management LLC | 373 | $59.4K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 379 | $60.4K | 0.00% | −76−16.7% | Reduced |
| Sachetta, LLC | 379 | $60.4K | 0.03% | +1+0.3% | Added |
| Community Bank, N.A. | 400 | $63.7K | 0.01% | −271−40.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 400 | $63.7K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 401 | $63.9K | 0.06% | +401 | New |
| Cary Street Partners Financial LLC | 401 | $63.9K | 0.00% | +401 | New |
| Zions Bancorporation, National Association | 477 | $76.0K | 0.00% | +18+3.9% | Added |
| Sentry Investment Management LLC | 489 | $78.0K | 0.05% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 492 | $78.3K | 0.01% | +492 | New |
| CNB Bank | 498 | $79.3K | 0.03% | −11−2.2% | Reduced |
| Elyxium Wealth, LLC | 498 | $79.3K | 0.02% | +498 | New |
| Greenline Wealth Management LLC | 567 | $90.2K | 0.09% | +567 | New |