| Hartford Financial Management Inc. | 136 | $14.5K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 140 | $14.9K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 140 | $14.9K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 150 | $15.9K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 150 | $15.9K | 0.01% | +150 | New |
| Bangor Savings Bank | 152 | $16.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 161 | $17.1K | 0.00% | −5−3.0% | Reduced |
| Birchbrook, Inc. | 162 | $17.2K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 173 | $18.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 183 | $19.5K | 0.00% | +183 | New |
| Cary Street Partner Investment Advisory LLC | 190 | $20.2K | 0.01% | −42,536−99.6% | Reduced |
| Parkside Financial Bank & Trust | 191 | $20.3K | 0.00% | +53+38.4% | Added |
| PrairieView Partners, LLC | 200 | $21.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $21.3K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 210 | $22.0K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 209 | $22.2K | 0.02% | +209 | New |
| GHP Investment Advisors, Inc. | 210 | $22.3K | 0.00% | −96−31.4% | Reduced |
| Activest Wealth Management | 210 | $22.4K | 0.01% | −198−48.5% | Reduced |
| Medallion Wealth Advisors, LLC | 217 | $23.1K | 0.01% | +217 | New |
| Investment Research & Advisory Group, Inc. | 220 | $23.4K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 237 | $25.2K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 240 | $25.5K | 0.00% | −64−21.1% | Reduced |
| Financial Gravity Companies, Inc. | 241 | $25.6K | 0.01% | +241 | New |
| Caitlin John, LLC | 244 | $25.9K | 0.02% | −25−9.3% | Reduced |
| Pingora Partners LLC | 250 | $26.6K | 0.02% | 00.0% | Unchanged |
| Allianz SE | 250 | $26.6K | 0.00% | +250 | New |
| Colonial Trust Advisors | 260 | $27.6K | 0.00% | −275−51.4% | Reduced |
| Laurel Wealth Advisors LLC | 260 | $27.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 262 | $27.9K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 263 | $28.0K | 0.02% | +256+3,657.1% | Added |
| Horrell Capital Management, Inc. | 264 | $28.0K | 0.01% | +1+0.4% | Added |
| WealthCollab, LLC | 267 | $28.4K | 0.02% | +20+8.1% | Added |
| Fourth Dimension Wealth, LLC | 280 | $29.8K | 0.02% | +280 | New |
| Central Pacific Bank - Trust Division | 295 | $31.4K | 0.00% | −98−24.9% | Reduced |
| SWAN Capital LLC | 300 | $31.9K | 0.02% | −330−52.4% | Reduced |
| Trifecta Capital Advisors, LLC | 300 | $31.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 300 | $31.9K | 0.02% | +100+50.0% | Added |
| Cullen/Frost Bankers, Inc. | 315 | $33.5K | 0.00% | −414−56.8% | Reduced |
| Strategic Investment Solutions, Inc. | 435 | $33.9K | 0.01% | +435 | New |
| Caldwell Trust Co | 323 | $34.3K | 0.00% | −50−13.4% | Reduced |
| Tucker Asset Management LLC | 327 | $34.8K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 322 | $34.8K | 0.00% | +322 | New |
| Carolinas Wealth Consulting LLC | 341 | $36.3K | 0.01% | −313−47.9% | Reduced |
| Key Financial Inc | 344 | $36.6K | 0.01% | +24+7.5% | Added |
| GoalVest Advisory LLC | 347 | $36.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 350 | $37.2K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 364 | $38.7K | 0.01% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 366 | $38.9K | 0.02% | +366 | New |
| Concord Wealth Partners | 368 | $39.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 372 | $39.6K | 0.02% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 520 | $41.7K | 0.00% | +520 | New |
| Your Advocates Ltd., LLP | 400 | $42.5K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 401 | $42.6K | 0.00% | +184+84.8% | Added |
| Financial Management Professionals, Inc. | 404 | $43.0K | 0.01% | −37−8.4% | Reduced |
| Skopos Labs, Inc. | 413 | $43.9K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 425 | $45.2K | 0.01% | +25+6.3% | Added |
| HighMark Wealth Management LLC | 428 | $45.5K | 0.03% | −13−2.9% | Reduced |
| Hemington Wealth Management | 435 | $46.0K | 0.01% | +53+13.9% | Added |
| Sierra Ocean, LLC | 433 | $46.0K | 0.04% | +433 | New |
| Oarsman Capital, Inc. | 458 | $48.7K | 0.01% | −181−28.3% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 482 | $51.3K | 0.02% | +232+92.8% | Added |
| Old Point Trust & Financial Services N A | 500 | $53.2K | 0.02% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 520 | $55.0K | 0.15% | +360+225.0% | Added |
| Private Wealth Management Group, LLC | 518 | $55.1K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 518 | $55.3K | 0.01% | +52+11.2% | Added |
| Raleigh Capital Management Inc. | 520 | $55.3K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 525 | $55.8K | 0.02% | +525 | New |
| GAMMA Investing LLC | 535 | $56.9K | 0.00% | −62−10.4% | Reduced |
| S.A. Mason LLC | 535 | $56.9K | 0.03% | −35−6.1% | Reduced |
| North Star Investment Management Corp. | 550 | $58.5K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 560 | $59.5K | 0.05% | +560 | New |
| Truvestments Capital LLC | 567 | $60.3K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 580 | $62.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 586 | $62.3K | 0.02% | +131+28.8% | Added |
| Addison Advisors LLC | 586 | $62.3K | 0.02% | +207+54.6% | Added |
| WPG Advisers, LLC | 599 | $63.7K | 0.06% | +599 | New |
| Salem Investment Counselors Inc | 600 | $63.8K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 600 | $63.8K | 0.02% | +600 | New |
| Hazlett, Burt & Watson, Inc. | 600 | $64.0K | 0.03% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 603 | $64.1K | 0.00% | +603 | New |
| Coston, McIsaac & Partners | 620 | $65.0K | 0.02% | 00.0% | Unchanged |
| Park Circle Co | 650 | $69.1K | 0.06% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 650 | $69.1K | 0.04% | +650 | New |
| HM Payson & Co | 686 | $72.9K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 695 | $73.9K | 0.04% | +695 | New |
| Global Trust Asset Management, LLC | 700 | $74.4K | 0.03% | −10−1.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 730 | $77.6K | 0.01% | +72+10.9% | Added |
| DecisionPoint Financial, LLC | 750 | $79.7K | 0.02% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 760 | $80.8K | 0.03% | +50+7.0% | Added |
| Aspetuck Financial Management LLC | 780 | $82.9K | 0.06% | +780 | New |
| Holos Integrated Wealth LLC | 780 | $82.9K | 0.06% | +780 | New |
| Central Trust Co | 790 | $84.0K | 0.00% | +4+0.5% | Added |
| Sittner & Nelson, LLC | 794 | $84.4K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 800 | $85.1K | 0.07% | +800 | New |
| Anchor Investment Management, LLC | 830 | $88.3K | 0.01% | −16−1.9% | Reduced |
| Stonebridge Financial Group, LLC | 835 | $88.8K | 0.01% | +835 | New |
| Continuum Advisory, LLC | 843 | $89.6K | 0.01% | +591+234.5% | Added |
| Orion Capital Management LLC | 850 | $90.4K | 0.04% | +850 | New |
| Harel Insurance Investments & Financial Services Ltd. | 856 | $91.0K | 0.00% | −28−3.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 862 | $91.7K | 0.02% | +271+45.9% | Added |
