| Heritage Wealth Advisors | 50 | $14.8K | 0.00% | +1+2.0% | Added |
| Hilltop National Bank | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 50 | $15.0K | 0.00% | +25+100.0% | Added |
| Main Street Group, LTD | 50 | $15.0K | 0.01% | +50 | New |
| Valley National Advisers Inc | 50 | $15.0K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 52 | $15.6K | 0.01% | +52 | New |
| Leonteq Securities AG | 53 | $15.9K | 0.00% | +20+60.6% | Added |
| Bell Investment Advisors, Inc | 53 | $15.9K | 0.00% | −8−13.1% | Reduced |
| Global Financial Private Client, LLC | 56 | $16.8K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 57 | $17.1K | 0.00% | −6−9.5% | Reduced |
| West Branch Capital LLC | 57 | $17.1K | 0.01% | +57 | New |
| CoreFirst Bank & Trust | 60 | $18.0K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 60 | $18.0K | 0.02% | +60 | New |
| Raleigh Capital Management Inc. | 60 | $18.0K | 0.01% | −1−1.6% | Reduced |
| Bruce G. Allen Investments, LLC | 61 | $18.3K | 0.01% | +8+15.1% | Added |
| Cary Street Partner Investment Advisory LLC | 64 | $19.2K | 0.01% | −1,287−95.3% | Reduced |
| Beacon Capital Management, LLC | 65 | $19.6K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 67 | $20.1K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 68 | $20.4K | 0.00% | −5−6.8% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 70 | $21.0K | 0.01% | +70 | New |
| Crewe Advisors LLC | 75 | $22.5K | 0.00% | −24−24.2% | Reduced |
| TCTC Holdings, LLC | 86 | $25.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 87 | $26.1K | 0.00% | +50+135.1% | Added |
| GW&K Investment Management, LLC | 91 | $27.0K | 0.00% | +11+13.8% | Added |
| Smithfield Trust Co | 92 | $28.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $28.1K | 0.00% | +7+8.0% | Added |
| Cypress Capital Management LLC (WY) | 96 | $28.7K | 0.03% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $29.7K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $29.8K | 0.01% | +100 | New |
| Castleview Partners, LLC | 103 | $30.5K | 0.02% | 00.0% | Unchanged |
| Tidemark, LLC | 103 | $31.0K | 0.01% | +1+1.0% | Added |
| Strategic Investment Solutions, Inc. | 106 | $32.3K | 0.01% | +106 | New |
| ORG Partners LLC | 108 | $32.3K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 108 | $32.5K | 0.01% | +21+24.1% | Added |
| Centerpoint Advisors, LLC | 111 | $33.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 117 | $35.0K | 0.00% | −407−77.7% | Reduced |
| Armstrong Advisory Group, Inc | 118 | $35.3K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 120 | $35.9K | 0.01% | +4+3.4% | Added |
| Millstone Evans Group, LLC | 126 | $37.7K | 0.03% | +126 | New |
| Parvin Asset Management, LLC | 128 | $38.3K | 0.04% | +128 | New |
| Riverview Trust Co | 129 | $38.6K | 0.04% | −3−2.3% | Reduced |
| Proequities, Inc. | 143 | $41.6K | 0.00% | −286−66.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 139 | $41.6K | 0.01% | +27+24.1% | Added |
| LRI Investments, LLC | 141 | $42.2K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 142 | $42.6K | 0.01% | +142 | New |
| FWL Investment Management, LLC | 144 | $43.1K | 0.02% | −11−7.1% | Reduced |
| Synergy Financial Management, LLC | 126 | $45.9K | 0.00% | +126 | New |
| Perritt Capital Management Inc | 157 | $47.2K | 0.02% | +1+0.6% | Added |
| Pathway Financial Advisers, LLC | 169 | $50.5K | 0.02% | +2+1.2% | Added |
| Delta Asset Management LLC | 170 | $50.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 179 | $53.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 185 | $55.4K | 0.02% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 188 | $56.3K | 0.04% | +188 | New |
| CVA Family Office, LLC | 191 | $57.2K | 0.01% | +3+1.6% | Added |
| Van Hulzen Asset Management, LLC | 191 | $57.3K | 0.00% | +191 | New |
| Navigoe, LLC | 200 | $59.0K | 0.06% | +200 | New |
| Logan Capital Management Inc | 200 | $59.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 199 | $60.0K | 0.01% | −2−1.0% | Reduced |
| Toth Financial Advisory Corp | 203 | $60.8K | 0.01% | +66+48.2% | Added |
| Capital Analysts, LLC | 209 | $63.0K | 0.00% | −518−71.3% | Reduced |
| GHP Investment Advisors, Inc. | 213 | $63.8K | 0.00% | −8−3.6% | Reduced |
| Perkins Coie Trust Co | 218 | $65.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 218 | $65.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 218 | $65.4K | 0.02% | +1+0.5% | Added |
| Parkworth Wealth Management, Inc. | 225 | $67.3K | 0.06% | +225 | New |
| Compass Financial Services Inc | 228 | $68.2K | 0.04% | +228 | New |
| Venturi Wealth Management, LLC | 233 | $69.8K | 0.00% | +142+156.0% | Added |
| Versant Capital Management, Inc | 237 | $71.0K | 0.02% | +178+301.7% | Added |
| Boyd Watterson Asset Management LLC | 240 | $71.9K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 243 | $72.8K | 0.00% | −2−0.8% | Reduced |
| Carolinas Wealth Consulting LLC | 247 | $73.8K | 0.01% | −1−0.4% | Reduced |
| Kestra Investment Management, LLC | 249 | $74.5K | 0.00% | +249 | New |
| Bellevue Asset Management, LLC | 252 | $75.5K | 0.04% | −8−3.1% | Reduced |
| Sit Investment Associates Inc | 255 | $76.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 255 | $76.0K | 0.00% | +105+70.0% | Added |
| State of Wyoming | 256 | $76.7K | 0.01% | +57+28.6% | Added |
| Parkside Financial Bank & Trust | 257 | $77.0K | 0.01% | +3+1.2% | Added |
| Clearstead Advisors, LLC | 259 | $77.5K | 0.00% | −7−2.6% | Reduced |
| Ronald Blue Trust, Inc. | 259 | $77.6K | 0.00% | −1,321−83.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 281 | $84.0K | 0.04% | +271+2,710.0% | Added |
| Creekmur Asset Management LLC | 284 | $85.1K | 0.02% | +3+1.1% | Added |
| Bank of New Hampshire | 293 | $87.7K | 0.02% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 26,213 | $88.2K | 0.01% | +26,213 | New |
| Householder Group Estate & Retirement Specialist, LLC | 302 | $90.0K | 0.07% | −176−36.8% | Reduced |
| Deseret Mutual Benefit Administrators | 307 | $91.9K | 0.05% | +101+49.0% | Added |
| Global Wealth Strategies & Associates | 317 | $94.9K | 0.03% | +317 | New |
| JNBA Financial Advisors | 321 | $96.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 323 | $96.7K | 0.01% | −40−11.0% | Reduced |
| Global X Japan Co., Ltd. | 333 | $99.7K | 0.01% | +40+13.7% | Added |
| Pacific Center for Financial Services | 336 | $100.6K | 0.03% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 338 | $101.2K | 0.09% | +338 | New |
| Hanson & Doremus Investment Management | 339 | $102.0K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 346 | $103.6K | 0.00% | +2+0.6% | Added |
| Hoertkorn Richard Charles | 357 | $106.9K | 0.04% | 00.0% | Unchanged |
| Curio Wealth, LLC | 358 | $107.2K | 0.06% | +358 | New |
| Catalyst Capital Advisors LLC | 363 | $108.7K | 0.00% | +296+441.8% | Added |
| Pinnacle Financial Partners Inc | 300 | $109.2K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 366 | $109.6K | 0.01% | +366 | New |
| Rosenberg Matthew Hamilton | 368 | $110.2K | 0.03% | +41+12.5% | Added |
