| City State Bank | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $20.5K | 0.03% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 100 | $20.5K | 0.01% | +100 | New |
| Marshall Investment Management, LLC | 100 | $20.5K | 0.01% | +100 | New |
| Foster Dykema Cabot & Partners, LLC | 100 | $20.6K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 100 | $20.6K | 0.01% | +100 | New |
| Tanglewood Legacy Advisors, LLC | 100 | $20.6K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 101 | $20.7K | 0.11% | +101 | New |
| Bank of Jackson Hole Trust | 85 | $20.9K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 102 | $21.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $21.0K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 105 | $21.6K | 0.01% | +5+5.0% | Added |
| Iron Horse Wealth Management, LLC | 106 | $21.8K | 0.01% | +6+6.0% | Added |
| Frazier Financial Advisors, LLC | 107 | $22.0K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 109 | $22.4K | 0.01% | +109 | New |
| Westside Investment Management, Inc. | 110 | $22.6K | 0.00% | −25−18.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 110 | $22.6K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 110 | $22.9K | 0.01% | +10+10.0% | Added |
| Kozak & Associates, Inc. | 120 | $23.1K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 113 | $23.2K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 113 | $23.3K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 115 | $23.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 116 | $23.8K | 0.00% | +50+75.8% | Added |
| Sofos Investments, Inc. | 120 | $24.7K | 0.01% | +120 | New |
| Covestor Ltd | 123 | $25.0K | 0.02% | +3+2.5% | Added |
| Quest 10 Wealth Builders, Inc. | 125 | $25.6K | 0.03% | −105−45.7% | Reduced |
| Smithfield Trust Co | 125 | $26.0K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 125 | $26.0K | 0.01% | +125 | New |
| Trust Co | 127 | $26.1K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 127 | $26.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 129 | $26.5K | 0.00% | −96−42.7% | Reduced |
| Farmers & Merchants Investments Inc | 132 | $27.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 135 | $27.7K | 0.00% | −150−52.6% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 136 | $27.9K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 140 | $28.8K | 0.02% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 144 | $29.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 145 | $29.8K | 0.00% | +20+16.0% | Added |
| GW&K Investment Management, LLC | 148 | $30.0K | 0.00% | +34+29.8% | Added |
| Hexagon Capital Partners LLC | 150 | $30.8K | 0.01% | −76−33.6% | Reduced |
| Safe Harbor Fiduciary, LLC | 150 | $30.8K | 0.03% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 150 | $30.8K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $30.8K | 0.01% | +150 | New |
| Binnacle Investments Inc | 163 | $33.5K | 0.02% | +163 | New |
| Rise Advisors, LLC | 167 | $34.3K | 0.02% | −6−3.5% | Reduced |
| Capital A Wealth Management, LLC | 172 | $35.3K | 0.04% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 173 | $35.5K | 0.00% | +58+50.4% | Added |
| DiNuzzo Private Wealth, Inc. | 174 | $35.7K | 0.00% | +2+1.2% | Added |
| Fortitude Family Office, LLC | 174 | $35.7K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 160 | $36.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 177 | $36.7K | 0.01% | +20+12.7% | Added |
| Whittier Trust Co | 188 | $38.6K | 0.00% | −59−23.9% | Reduced |
| South State Corp. | 192 | $39.4K | 0.00% | +192 | New |
| Dynamic Wealth Strategies, LLC | 193 | $39.6K | 0.03% | +193 | New |
| Kestra Investment Management, LLC | 194 | $39.9K | 0.00% | +153+373.2% | Added |
| Oakworth Capital, Inc. | 200 | $41.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 200 | $41.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $41.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $41.1K | 0.01% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 200 | $41.1K | 0.80% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 201 | $41.3K | 0.01% | +201 | New |
| 1248 Management, LLC | 183 | $41.3K | 0.02% | −5,576−96.8% | Reduced |
| McIlrath & Eck, LLC | 201 | $41.4K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 204 | $41.9K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 205 | $42.0K | 0.01% | −3−1.4% | Reduced |
| Rakuten Securities, Inc. | 217 | $44.6K | 0.02% | −129−37.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 217 | $44.7K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 222 | $45.6K | 0.02% | +1+0.5% | Added |
| Curio Wealth, LLC | 1 | $46.1K | 0.02% | +1 | New |
| Wolff Wiese Magana LLC | 230 | $47.3K | 0.03% | +179+351.0% | Added |
| Wealth Preservation Advisors, LLC | 236 | $48.6K | 0.03% | +236 | New |
| Crews Bank & Trust | 245 | $50.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 250 | $51.4K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 255 | $52.0K | 0.01% | +1+0.4% | Added |
| Quent Capital, LLC | 261 | $53.7K | 0.01% | +24+10.1% | Added |
| Whittier Trust Co of Nevada Inc | 284 | $58.3K | 0.00% | −3−1.0% | Reduced |
| AdvisorNet Financial, Inc | 284 | $58.3K | 0.00% | +9+3.3% | Added |
| Field & Main Bank | 290 | $59.6K | 0.02% | −60−17.1% | Reduced |
| DT Investment Partners, LLC | 300 | $61.6K | 0.01% | −50−14.3% | Reduced |
| Richardson Capital Management LLC | 300 | $61.6K | 0.04% | 00.0% | Unchanged |
| West Branch Capital LLC | 300 | $61.6K | 0.02% | 00.0% | Unchanged |
| Aviso Financial Inc. | 300 | $61.6K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 300 | $61.6K | 0.05% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 300 | $61.6K | 0.03% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 300 | $61.6K | 0.03% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 304 | $62.5K | 0.01% | +4+1.3% | Added |
| Private Wealth Asset Management, LLC | 309 | $63.5K | 0.01% | +309 | New |
| Prestige Wealth Management Group LLC | 308 | $63.5K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 315 | $64.0K | 0.03% | +315 | New |
| Anchor Investment Management, LLC | 319 | $65.5K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 324 | $66.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 326 | $67.0K | 0.01% | +25+8.3% | Added |
| Capital Advisors, Ltd. LLC | 325 | $67.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 327 | $67.2K | 0.01% | −21−6.0% | Reduced |
| Activest Wealth Management | 340 | $69.9K | 0.02% | +256+304.8% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 346 | $71.1K | 0.03% | +306+765.0% | Added |
| Armstrong Advisory Group, Inc | 332 | $76.6K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 375 | $77.0K | 0.03% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 380 | $78.1K | 0.01% | +380 | New |