| Cornerstone Planning Group LLC | 274 | $62.2K | 0.01% | +26+10.5% | Added |
| Tradewinds Capital Management, LLC | 300 | $65.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 307 | $66.5K | 0.00% | −485−61.2% | Reduced |
| Bruce G. Allen Investments, LLC | 320 | $69.3K | 0.05% | −2−0.6% | Reduced |
| Opal Wealth Advisors, LLC | 322 | $69.8K | 0.02% | +322 | New |
| Raiffeisen Bank International AG | 335 | $69.9K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 328 | $71.1K | 0.00% | +328 | New |
| Aventura Private Wealth, LLC | 336 | $72.8K | 0.03% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 342 | $74.1K | 0.02% | +342 | New |
| Johnson Financial Group, Inc. | 346 | $75.0K | 0.00% | −50−12.6% | Reduced |
| Innovative Asset Advisors Group, LLC | 371 | $80.4K | 0.05% | +371 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 380 | $82.3K | 0.03% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 379 | $83.2K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 388 | $84.1K | 0.01% | +226+139.5% | Added |
| CoreFirst Bank & Trust | 402 | $87.1K | 0.05% | 00.0% | Unchanged |
| Asset Dedication, LLC | 403 | $87.3K | 0.01% | −40−9.0% | Reduced |
| Vision Retirement, LLC | 427 | $92.5K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 433 | $94.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 440 | $95.3K | 0.01% | +426+3,042.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 440 | $95.3K | 0.02% | +28+6.8% | Added |
| True Wealth Design, LLC | 440 | $95.3K | 0.03% | +142+47.7% | Added |
| Private Trust Co NA | 441 | $95.5K | 0.01% | −19−4.1% | Reduced |
| Whipplewood Advisors, LLC | 445 | $96.4K | 0.05% | +439+7,316.7% | Added |
| Abound Financial, LLC | 448 | $97.0K | 0.04% | −225−33.4% | Reduced |
| Deseret Mutual Benefit Administrators | 449 | $97.3K | 0.03% | +193+75.4% | Added |
| First United Bank Trust | 465 | $100.7K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 469 | $102.0K | 0.01% | +1+0.2% | Added |
| Zions Bancorporation, National Association | 482 | $104.4K | 0.01% | −308−39.0% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 482 | $104.4K | 0.05% | +482 | New |
| Vanguard National Trust Co | 484 | $104.8K | 0.01% | +484 | New |
| Wall Street Financial Group, Inc. | 492 | $106.6K | 0.06% | +492 | New |
| Phillip James Consulting Co. | 495 | $107.0K | 0.08% | +3+0.6% | Added |
| Cascades Capital Asset Management, LLC | 494 | $107.0K | 0.04% | +494 | New |
| WPG Advisers, LLC | 504 | $109.2K | 0.08% | +13+2.6% | Added |
| Key Financial Inc | 585 | $126.7K | 0.02% | −5−0.8% | Reduced |
| Park Place Capital Corp | 593 | $128.5K | 0.03% | +4+0.7% | Added |
| Greykasell Wealth Strategies, Inc. | 612 | $132.6K | 0.05% | 00.0% | Unchanged |
| Capital Analysts, LLC | 632 | $137.0K | 0.00% | −39−5.8% | Reduced |
| Rossby Financial, LCC | 635 | $139.7K | 0.03% | +52+8.9% | Added |
| Sit Investment Associates Inc | 650 | $141.0K | 0.00% | −110−14.5% | Reduced |
| Signal Advisors Wealth, LLC | 663 | $143.6K | 0.01% | +663 | New |
| Haverford Trust Co | 691 | $149.7K | 0.00% | +19+2.8% | Added |
| Edmond de Rothschild Holding S.A. | 700 | $151.6K | 0.00% | +700 | New |
| Globeflex Capital L P | 711 | $154.0K | 0.02% | +711 | New |
| Ancora Advisors, LLC | 750 | $162.5K | 0.00% | +208+38.4% | Added |
| Tompkins Financial Corp | 785 | $170.1K | 0.01% | 00.0% | Unchanged |
| Union Heritage Capital, LLC | 786 | $170.3K | 0.06% | +786 | New |
| CNB Bank | 800 | $173.3K | 0.07% | 00.0% | Unchanged |
| Whittier Trust Co | 851 | $188.3K | 0.00% | +395+86.6% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 875 | $189.6K | 0.47% | +875 | New |
| Oslo Pensjonsforsikring AS | 882 | $191.1K | 0.03% | +882 | New |
| Harbor Investment Advisory, LLC | 888 | $192.4K | 0.02% | −48−5.1% | Reduced |
| Global Assets Advisory, LLC | 900 | $195.0K | 0.06% | +900 | New |
| Onefund, LLC | 893 | $196.3K | 0.13% | −61−6.4% | Reduced |
| Atlantic Union Bankshares Corp | 917 | $198.7K | 0.00% | +22+2.5% | Added |
| Triad Wealth Partners, LLC | 926 | $200.7K | 0.02% | +926 | New |
| Archford Capital Strategies, LLC | 938 | $203.2K | 0.02% | +938 | New |
| Essential Partners LLC | 938 | $203.2K | 0.07% | +11+1.2% | Added |
| Scientech Research LLC | 945 | $204.7K | 0.17% | +945 | New |
| Grandfield & Dodd, LLC | 948 | $205.4K | 0.01% | +948 | New |
| Commerce Advisors, LLC | 948 | $205.4K | 0.17% | +948 | New |
| Bennett Selby Investments LP | 950 | $205.8K | 0.07% | +950 | New |
| Riversedge Advisors, LLC | 953 | $206.4K | 0.03% | +953 | New |
| Gryphon Financial Partners LLC | 956 | $207.1K | 0.02% | +956 | New |
| Everpar Advisors LLC | 957 | $207.3K | 0.07% | +957 | New |
| Income Insurance Ltd | 957 | $207.3K | 0.14% | +957 | New |
| Narus Financial Partners, LLC | 960 | $208.0K | 0.05% | +960 | New |
| Brown Financial Advisors | 962 | $208.4K | 0.08% | +962 | New |
| Successful Portfolios LLC | 1,000 | $208.8K | 0.12% | +1,000 | New |
| Baker Tilly Wealth Management, LLC | 967 | $209.5K | 0.05% | +967 | New |
| Fragasso Group Inc. | 948 | $209.7K | 0.01% | +948 | New |
| Diversify Advisory Services, LLC | 935 | $210.4K | 0.03% | −27,664−96.7% | Reduced |
| Monument Capital Management | 973 | $210.9K | 0.05% | +973 | New |
| J Hagan Capital, Inc. | 975 | $211.2K | 0.11% | +975 | New |
| TRB Wealth Management, LLC | 975 | $211.2K | 0.03% | +975 | New |
| Harbour Investments, Inc. | 975 | $211.3K | 0.00% | +120+14.0% | Added |
| Heritage Wealth Advisors | 980 | $212.3K | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 981 | $212.5K | 0.02% | +981 | New |
| Calamos Wealth Management LLC | 982 | $212.7K | 0.01% | +982 | New |
| Nwam LLC | 988 | $214.0K | 0.01% | +988 | New |
| Independent Financial Group, LLC | 988 | $214.0K | 0.00% | +988 | New |
| Crestmont Private Wealth LLC | 992 | $214.9K | 0.07% | +992 | New |
| Guardian Capital, LLC | 996 | $215.8K | 0.21% | −707−41.5% | Reduced |
| Valeo Financial Advisors, LLC | 999 | $216.5K | 0.01% | −1,245−55.5% | Reduced |
| Arbor Investment Advisors, LLC | 1,000 | $216.5K | 0.03% | −812−44.8% | Reduced |
| Charter Trust Co | 1,000 | $216.6K | 0.01% | +1,000 | New |
| Lincoln Capital LLC | 1,000 | $216.6K | 0.04% | +1,000 | New |
| Alhambra Investment Partners LLC | 1,000 | $216.6K | 0.10% | +1,000 | New |
| Institute for Wealth Management, LLC. | 1,013 | $219.6K | 0.02% | +1,013 | New |
| Root Financial Partners, LLC | 1,019 | $220.7K | 0.01% | +196+23.8% | Added |
| Heritage Family Offices, LLP | 1,020 | $221.0K | 0.10% | +1,020 | New |
| Revolve Wealth Partners, LLC | 1,037 | $224.6K | 0.03% | +1,037 | New |
| Index Technologies Group LLC | 1,038 | $224.9K | 0.24% | +1,038 | New |
| Pacific Center for Financial Services | 1,038 | $224.9K | 0.06% | 00.0% | Unchanged |
| CVFG LLC | 1,040 | $225.2K | 0.03% | +1,040 | New |
| Argentarii, LLC | 1,041 | $225.4K | 0.08% | +1,041 | New |
| ODonnell Financial Services, LLC | 1,042 | $225.7K | 0.08% | +1,042 | New |
| Prosperity Financial Group, Inc. | 1,044 | $226.2K | 0.08% | +1,044 | New |
| 55 North Private Wealth, LLC | 1,046 | $226.6K | 0.06% | +1,046 | New |
| WT Wealth Management | 1,050 | $227.5K | 0.07% | +1,050 | New |
