| J.Safra Asset Management Corp | 15 | $9.35K | 0.00% | 00.0% | Unchanged |
| Wedbush Fund Advisers, LLC | 15 | $9.35K | 0.00% | +15 | New |
| Capital Advisor Network LLC | 16 | $9.98K | 0.01% | −22−57.9% | Reduced |
| ZRC Wealth Management, LLC | 16 | $9.98K | 0.00% | +4+33.3% | Added |
| DecisionPoint Financial, LLC | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 17 | $10.6K | 0.00% | −4−19.0% | Reduced |
| 1015 Capital Partners, LLC | 17 | $10.6K | 0.01% | +1+6.3% | Added |
| City Holding Co | 18 | $11.2K | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 18 | $11.2K | 0.00% | −11−37.9% | Reduced |
| Prosperity Bancshares Inc | 19 | $11.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 19 | $11.9K | 0.00% | −3,114−99.4% | Reduced |
| American National Bank | 20 | $12.5K | 0.00% | −55−73.3% | Reduced |
| HHM Wealth Advisors, LLC | 20 | $12.5K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $12.5K | 0.00% | +19+1,900.0% | Added |
| Highline Wealth Partners LLC | 20 | $12.5K | 0.00% | −3−13.0% | Reduced |
| Cornerstone Planning Group LLC | 20 | $13.0K | 0.00% | −15−42.9% | Reduced |
| Pacifica Partners Inc. | 20 | $13.1K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $13.1K | 0.00% | −2−8.7% | Reduced |
| Cedar Mountain Advisors, LLC | 22 | $13.7K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 22 | $13.7K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $13.7K | 0.00% | +2+10.0% | Added |
| Pinnacle Bancorp, Inc. | 22 | $13.7K | 0.00% | +4+22.2% | Added |
| United Community Bank | 23 | $14.3K | 0.00% | −25−52.1% | Reduced |
| Catalyst Capital Advisors LLC | 23 | $14.3K | 0.00% | −17−42.5% | Reduced |
| Acumen Wealth Advisors, LLC | 24 | $15.0K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 24 | $15.0K | 0.01% | −4−14.3% | Reduced |
| PFS Partners, LLC | 24 | $15.0K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 25 | $15.6K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $15.6K | 0.00% | +2+8.7% | Added |
| West Paces Advisors Inc. | 25 | $15.6K | 0.00% | +25 | New |
| Strengthening Families & Communities, LLC | 25 | $15.7K | 0.00% | +1+4.2% | Added |
| GoalVest Advisory LLC | 27 | $16.8K | 0.00% | −5−15.6% | Reduced |
| Creative Financial Designs Inc | 28 | $17.5K | 0.00% | −1−3.4% | Reduced |
| Heritage Wealth Advisors | 28 | $17.5K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 28 | $17.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $17.5K | 0.00% | +3+12.0% | Added |
| Kilter Group LLC | 28 | $17.5K | 0.01% | +2+7.7% | Added |
| Entrust Financial LLC | 29 | $18.1K | 0.01% | −9−23.7% | Reduced |
| Colonial Trust Co | 29 | $18.3K | 0.00% | +1+3.6% | Added |
| Cheviot Value Management, LLC | 30 | $18.7K | 0.00% | +30 | New |
| MCF Advisors LLC | 30 | $18.7K | 0.00% | −12−28.6% | Reduced |
| Bruce G. Allen Investments, LLC | 31 | $19.3K | 0.01% | −2−6.1% | Reduced |
| Private Wealth Asset Management, LLC | 31 | $19.3K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 31 | $19.3K | 0.00% | +31 | New |
| Dogwood Wealth Management LLC | 32 | $20.0K | 0.01% | −2−5.9% | Reduced |
| Bell Investment Advisors, Inc | 32 | $20.0K | 0.00% | −12−27.3% | Reduced |
| IAG Wealth Partners, LLC | 33 | $20.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 33 | $20.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 33 | $20.7K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 34 | $21.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 36 | $22.4K | 0.00% | −35−49.3% | Reduced |
| LifeSteps Financial, Inc. | 36 | $22.4K | 0.01% | +36 | New |
| Silver Grove Financial Group, Inc. | 37 | $23.1K | 0.01% | +37 | New |
| Consultiva Wealth Management, Corp. | 40 | $24.9K | 0.06% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 40 | $25.1K | 0.00% | −9−18.4% | Reduced |
| Birchwood Financial Partners, Inc. | 41 | $25.7K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 42 | $26.2K | 0.00% | −16−27.6% | Reduced |
| Costello Asset Management, INC | 43 | $26.8K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 43 | $26.8K | 0.00% | +2+4.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 46 | $28.7K | 0.04% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 46 | $28.7K | 0.00% | +46 | New |
| Trust Co of Vermont | 47 | $29.3K | 0.00% | +47 | New |
| SJS Investment Consulting Inc. | 47 | $29.3K | 0.00% | −19−28.8% | Reduced |
| Manchester Capital Management LLC | 47 | $29.3K | 0.00% | +1+2.2% | Added |
| Mosley Wealth Management | 47 | $29.3K | 0.01% | +47 | New |
| Alphadyne Asset Management LP | 48 | $29.9K | 0.00% | −706−93.6% | Reduced |
| FNY Investment Advisers, LLC | 50 | $31.0K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 50 | $31.3K | 0.00% | +50 | New |
| Transamerica Financial Advisors, Inc. | 51 | $31.9K | 0.00% | −18−26.1% | Reduced |
| Abound Wealth Management | 51 | $32.0K | 0.01% | −13−20.3% | Reduced |
| Basepoint Wealth LLC | 51 | $32.0K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 52 | $32.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 52 | $32.5K | 0.01% | −15−22.4% | Reduced |
| Allied Private Wealth LLC | 50 | $33.1K | 0.02% | +50 | New |
| Oakworth Capital, Inc. | 56 | $34.9K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 57 | $35.5K | 0.00% | +7+14.0% | Added |
| Eastern Bank | 57 | $35.5K | 0.00% | +13+29.5% | Added |
| University of Texas/Texas Am Investment Managment Co | 59 | $36.8K | 0.00% | +59 | New |
| Rosenberg Matthew Hamilton | 60 | $37.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 60 | $37.4K | 0.01% | −2−3.2% | Reduced |
| MV Capital Management, Inc. | 61 | $38.0K | 0.00% | −15−19.7% | Reduced |
| Hickory Point Bank & Trust | 61 | $38.0K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 61 | $38.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 63 | $39.3K | 0.00% | −42−40.0% | Reduced |
| Prestige Wealth Management Group LLC | 63 | $39.3K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 63 | $39.3K | 0.00% | −3−4.5% | Reduced |
| Synergy Investment Management, LLC | 62 | $39.3K | 0.01% | +59+1,966.7% | Added |
| UMA Financial Services, Inc. | 64 | $39.9K | 0.00% | −4−5.9% | Reduced |
| Aberdeen Wealth Management LLC | 65 | $40.5K | 0.02% | +65 | New |
| Maryland Capital Advisors Inc. | 65 | $40.5K | 0.01% | +65 | New |
| Compass Financial Management LLC | 65 | $40.5K | 0.00% | +65 | New |
| Financial Network Wealth Advisors LLC | 66 | $41.2K | 0.04% | 00.0% | Unchanged |
| Solstein Capital, LLC | 69 | $43.0K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 69 | $43.2K | 0.02% | 00.0% | Unchanged |
| Toews Corp | 70 | $43.6K | 0.01% | +70 | New |
| Ares Financial Consulting, LLC | 71 | $44.3K | 0.03% | −5−6.6% | Reduced |
| Continuum Advisory, LLC | 73 | $45.5K | 0.00% | +73 | New |
| Whittier Trust Co of Nevada Inc | 68 | $46.0K | 0.00% | −1−1.4% | Reduced |
| Fedenia Advisers LLC | 75 | $46.8K | 0.01% | +75 | New |
