| Global Financial Private Client, LLC | 100 | $30.5K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $30.5K | 0.00% | +50+100.0% | Added |
| Core Wealth Advisors, Inc. | 100 | $30.5K | 0.01% | +100 | New |
| Caldwell Sutter Capital, Inc. | 103 | $31.4K | 0.02% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 113 | $31.7K | 0.02% | +113 | New |
| Strategic Investment Solutions, Inc. | 106 | $32.3K | 0.01% | +106 | New |
| Focused Wealth Management, Inc | 106 | $32.3K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 111 | $33.9K | 0.00% | +109+5,450.0% | Added |
| Centerpoint Advisors, LLC | 116 | $35.0K | 0.01% | +116 | New |
| Glass Jacobson Investment Advisors llc | 116 | $35.4K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 116 | $35.4K | 0.01% | +116 | New |
| Armstrong Advisory Group, Inc | 118 | $36.0K | 0.00% | −36−23.4% | Reduced |
| ICA Group Wealth Management, LLC | 123 | $37.4K | 0.01% | +123 | New |
| HHM Wealth Advisors, LLC | 128 | $39.0K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 129 | $39.2K | 0.03% | −420−76.5% | Reduced |
| Toth Financial Advisory Corp | 137 | $41.8K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 138 | $42.1K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 144 | $43.9K | 0.03% | −164−53.2% | Reduced |
| Rise Advisors, LLC | 146 | $44.5K | 0.03% | +91+165.5% | Added |
| Perritt Capital Management Inc | 151 | $46.2K | 0.03% | +1+0.7% | Added |
| Pathway Financial Advisers, LLC | 164 | $49.9K | 0.02% | +1+0.6% | Added |
| McIlrath & Eck, LLC | 165 | $50.3K | 0.01% | +30+22.2% | Added |
| CVA Family Office, LLC | 171 | $52.2K | 0.01% | +171 | New |
| Capital Advisors, Ltd. LLC | 176 | $54.0K | 0.01% | −17−8.8% | Reduced |
| Old Point Trust & Financial Services N A | 185 | $56.4K | 0.02% | +185 | New |
| Delta Asset Management LLC | 190 | $58.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 189 | $58.0K | 0.01% | +140+285.7% | Added |
| Greenwood Gearhart Inc | 193 | $58.9K | 0.01% | +193 | New |
| LM Advisors LLC | 197 | $60.1K | 0.01% | +197 | New |
| Logan Capital Management Inc | 200 | $61.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 200 | $61.0K | 0.02% | +200 | New |
| Salem Investment Counselors Inc | 201 | $61.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 206 | $62.8K | 0.03% | +45+28.0% | Added |
| Hollencrest Capital Management | 209 | $63.7K | 0.01% | −16−7.1% | Reduced |
| GHP Investment Advisors, Inc. | 213 | $65.0K | 0.00% | −15−6.6% | Reduced |
| Financial Perspectives, Inc | 214 | $65.3K | 0.03% | +1+0.5% | Added |
| Perkins Coie Trust Co | 218 | $66.5K | 0.02% | −8−3.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 230 | $70.2K | 0.01% | +109+90.1% | Added |
| International Assets Investment Management, LLC | 10,204 | $70.8K | 0.01% | +10,204 | New |
| Tucker Asset Management LLC | 236 | $72.0K | 0.02% | +236 | New |
| Carolinas Wealth Consulting LLC | 237 | $72.1K | 0.02% | +3+1.3% | Added |
| Boyd Watterson Asset Management LLC | 240 | $73.2K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 249 | $75.9K | 0.00% | −164−39.7% | Reduced |
| Scarborough Advisors, LLC | 254 | $77.5K | 0.02% | +254 | New |
| Glassman Wealth Services | 255 | $77.8K | 0.01% | +73+40.1% | Added |
| Concord Wealth Partners | 258 | $78.7K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 260 | $79.0K | 0.01% | −13−4.8% | Reduced |
| Montag A & Associates Inc | 275 | $83.9K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 275 | $83.9K | 0.07% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 275 | $83.9K | 0.08% | +275 | New |
| FWL Investment Management, LLC | 277 | $84.5K | 0.05% | −14,853−98.2% | Reduced |
| Larson Financial Group LLC | 289 | $88.0K | 0.01% | +2+0.7% | Added |
| Able Wealth Management LLC | 293 | $89.3K | 0.08% | +293 | New |
| Bank of New Hampshire | 293 | $89.4K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 300 | $91.5K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 321 | $97.9K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 324 | $98.8K | 0.01% | +54+20.0% | Added |
| Rosenberg Matthew Hamilton | 329 | $100.3K | 0.03% | −13−3.8% | Reduced |
| American State Bank (Iowa) | 335 | $102.2K | 0.07% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 341 | $104.0K | 0.02% | +2+0.6% | Added |
| DAGCO, Inc. | 349 | $106.4K | 0.10% | +349 | New |
| Dynamic Wealth Strategies, LLC | 349 | $106.4K | 0.10% | +349 | New |
| Planned Solutions, Inc. | 355 | $108.3K | 0.05% | +355 | New |
| Hoertkorn Richard Charles | 357 | $108.9K | 0.05% | 00.0% | Unchanged |
| HM Payson & Co | 360 | $109.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 361 | $110.1K | 0.00% | +5+1.4% | Added |
| JFS Wealth Advisors, LLC | 370 | $112.8K | 0.01% | +7+1.9% | Added |
| Creekmur Asset Management LLC | 378 | $115.4K | 0.04% | +378 | New |
| Parkside Financial Bank & Trust | 380 | $115.9K | 0.02% | +65+20.6% | Added |
| Cetera Trust Company, N.A | 390 | $119.0K | 0.07% | +390 | New |
| Rakuten Investment Management, Inc. | 392 | $120.7K | 0.00% | +392 | New |
| Pflug Koory, LLC | 397 | $121.1K | 0.06% | +28+7.6% | Added |
| Alta Advisers Ltd | 400 | $122.0K | 0.07% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 412 | $125.7K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 414 | $126.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 418 | $127.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 420 | $128.1K | 0.04% | +115+37.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 424 | $129.3K | 0.03% | +424 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 435 | $132.7K | 0.06% | +435 | New |
| Sound Income Strategies, LLC | 440 | $134.2K | 0.01% | +295+203.4% | Added |
| Spire Wealth Management | 478 | $139.4K | 0.00% | +6+1.3% | Added |
| Capstone Investment Advisors, LLC | 487 | $148.5K | 0.00% | +36+8.0% | Added |
| JJJ Advisors Inc. | 489 | $149.1K | 0.04% | −65−11.7% | Reduced |
| Ronald Blue Trust, Inc. | 569 | $150.0K | 0.00% | −116−16.9% | Reduced |
| Northwest Capital Management Inc | 496 | $151.3K | 0.05% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 499 | $152.2K | 0.03% | −7−1.4% | Reduced |
| Washington Trust Co | 500 | $152.5K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 500 | $152.5K | 0.03% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 506 | $154.3K | 0.14% | +506 | New |
| Sit Investment Associates Inc | 530 | $162.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 582 | $164.8K | 0.04% | +582 | New |
| Harvest Fund Management Co., Ltd | 557 | $170.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 562 | $171.4K | 0.01% | −9−1.6% | Reduced |
| Jones Financial Companies LLLP | 574 | $175.1K | 0.00% | −71−11.0% | Reduced |
| Creative Financial Designs Inc | 575 | $175.4K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 593 | $180.8K | 0.01% | +345+139.1% | Added |
| Valley National Advisers Inc | 595 | $181.0K | 0.03% | +18+3.1% | Added |
| Centaurus Financial, Inc. | 604 | $184.0K | 0.01% | +13+2.2% | Added |
| Huntington National Bank | 634 | $193.4K | 0.00% | −9−1.4% | Reduced |
| Center for Financial Planning, Inc. | 636 | $194.0K | 0.04% | 00.0% | Unchanged |
