| BOK Financial Private Wealth, Inc. | 300 | $30.8K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 313 | $31.7K | 0.01% | +4+1.3% | Added |
| Fortitude Family Office, LLC | 318 | $32.2K | 0.02% | +116+57.4% | Added |
| Stone House Investment Management, LLC | 320 | $32.4K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 322 | $32.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 318 | $32.6K | 0.01% | −55−14.7% | Reduced |
| Barrett & Company, Inc. | 335 | $33.9K | 0.02% | +5+1.5% | Added |
| Provenance Wealth Advisors, LLC | 337 | $34.1K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 337 | $34.2K | 0.02% | +337 | New |
| NVWM, LLC | 333 | $34.2K | 0.01% | +10+3.1% | Added |
| Front Row Advisors LLC | 341 | $35.0K | 0.01% | −3−0.9% | Reduced |
| Blume Capital Management, Inc. | 350 | $35.5K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 350 | $35.5K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 417 | $38.2K | 0.02% | +75+21.9% | Added |
| Founders Capital Management | 379 | $38.4K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 389 | $39.4K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 392 | $39.7K | 0.01% | −422−51.8% | Reduced |
| WFA of San Diego, LLC | 395 | $40.0K | 0.04% | +395 | New |
| Spectrum Wealth Counsel, LLC | 400 | $40.5K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 402 | $40.7K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 405 | $41.0K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 411 | $41.6K | 0.02% | +411 | New |
| PSI Advisors, LLC | 412 | $41.7K | 0.01% | −67−14.0% | Reduced |
| POM Investment Strategies, LLC | 417 | $42.2K | 0.03% | +6+1.5% | Added |
| SWS Partners | 421 | $42.8K | 0.01% | +421 | New |
| Providence Capital Advisors, LLC | 424 | $43.0K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 425 | $43.1K | 0.03% | +5+1.2% | Added |
| Studio Investment Management LLC | 420 | $43.7K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 437 | $44.3K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 438 | $44.4K | 0.00% | −14,385−97.0% | Reduced |
| Annapolis Financial Services, LLC | 440 | $44.6K | 0.01% | 00.0% | Unchanged |
| Lynx Investment Advisory | 440 | $44.6K | 0.03% | +440 | New |
| Camelot Portfolios, LLC | 447 | $45.3K | 0.03% | +447 | New |
| Atticus Wealth Management, LLC | 453 | $45.9K | 0.02% | −400−46.9% | Reduced |
| Western Pacific Wealth Management, LP | 471 | $47.7K | 0.04% | +103+28.0% | Added |
| Ransom Advisory, Ltd | 475 | $48.2K | 0.02% | −100−17.4% | Reduced |
| Intelligent Financial Strategies | 470 | $48.2K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 478 | $48.4K | 0.04% | +5+1.1% | Added |
| Tanglewood Legacy Advisors, LLC | 487 | $49.3K | 0.02% | 00.0% | Unchanged |
| Mizuho Bank, Ltd. | 500 | $50.7K | 0.01% | +500 | New |
| Hoese & Co LLP | 500 | $50.7K | 0.04% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 504 | $51.0K | 0.04% | +43+9.3% | Added |
| Tower View Investment Management & Research LLC | 504 | $51.1K | 0.03% | +4+0.8% | Added |
| Robinswood Financial LLC | 515 | $52.2K | 0.02% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 520 | $52.7K | 0.02% | +2+0.4% | Added |
| Blue Bell Private Wealth Management, LLC | 522 | $52.9K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 526 | $53.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 530 | $53.7K | 0.02% | −68−11.4% | Reduced |
| Operose Advisors LLC | 540 | $54.7K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 549 | $55.6K | 0.08% | 00.0% | Unchanged |
| Motco | 550 | $55.7K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 575 | $58.3K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 575 | $58.3K | 0.02% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 583 | $59.0K | 0.02% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 596 | $60.4K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 600 | $60.8K | 0.06% | −1,303−68.5% | Reduced |
| BNP Paribas | 600 | $60.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 600 | $60.8K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 600 | $60.8K | 0.04% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 635 | $64.3K | 0.02% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 651 | $66.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 652 | $66.1K | 0.02% | +508+352.8% | Added |
| Kiely Wealth Advisory Group, Inc. | 577 | $67.0K | 0.04% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 662 | $67.1K | 0.03% | −38−5.4% | Reduced |
| Tacita Capital Inc | 671 | $68.0K | 0.05% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 683 | $69.2K | 0.07% | 00.0% | Unchanged |
| TD Capital Management LLC | 715 | $72.4K | 0.01% | +8+1.1% | Added |
| FSC Wealth Advisors, LLC | 715 | $72.5K | 0.05% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 718 | $72.8K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 720 | $73.0K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 725 | $73.0K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 727 | $73.7K | 0.01% | +3+0.4% | Added |
| Cypress Capital, LLC | 749 | $75.9K | 0.02% | +749 | New |
| Gold Investment Management Ltd. | 750 | $76.0K | 0.03% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 765 | $77.5K | 0.02% | −21−2.7% | Reduced |
| Bullock Wealth Management Group | 767 | $77.6K | 0.05% | +3+0.4% | Added |
| New England Capital Financial Advisors LLC | 767 | $77.7K | 0.04% | +10+1.3% | Added |
| Painted Porch Advisors LLC | 788 | $79.8K | 0.05% | +788 | New |
| Atlantic Trust, LLC | 790 | $80.1K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 800 | $81.1K | 0.05% | −1,200−60.0% | Reduced |
| Indiana Trust & Investment Management CO | 801 | $81.2K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 840 | $85.1K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 840 | $85.2K | 0.04% | +4+0.5% | Added |
| Pacific Center for Financial Services | 845 | $85.6K | 0.02% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 849 | $86.0K | 0.08% | 00.0% | Unchanged |
| Davis Capital Management | 853 | $86.4K | 0.08% | −50−5.5% | Reduced |
| Global Financial Private Client, LLC | 859 | $87.0K | 0.04% | −70−7.5% | Reduced |
| Horizon Bancorp Inc | 870 | $88.0K | 0.04% | −87−9.1% | Reduced |
| Cranbrook Wealth Management, LLC | 894 | $90.6K | 0.02% | +5+0.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 810 | $91.4K | 0.00% | −3,499−81.2% | Reduced |
| MV Capital Management, Inc. | 914 | $92.6K | 0.01% | +110+13.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 944 | $95.0K | 0.01% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 943 | $95.6K | 0.02% | +943 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 973 | $98.6K | 0.03% | +973 | New |
| S.A. Mason LLC | 983 | $99.6K | 0.06% | +9+0.9% | Added |
| Beach Investment Counsel Inc | 1,000 | $101.0K | 0.01% | +1,000 | New |
| Perritt Capital Management Inc | 997 | $101.0K | 0.06% | +11+1.1% | Added |
| Evermay Wealth Management LLC | 998 | $102.0K | 0.02% | −5−0.5% | Reduced |
| Great Lakes Retirement, Inc. | 1,021 | $104.8K | 0.01% | +1,021 | New |
| Triad Wealth Partners, LLC | 1,050 | $106.4K | 0.06% | +1,050 | New |