| Bayforest Capital Ltd | 90 | $204.6K | 0.19% | −713−88.8% | Reduced |
| Fortis Group Advisors, LLC | 90 | $204.6K | 0.03% | +89+8,900.0% | Added |
| Northeast Investment Management | 90 | $204.6K | 0.01% | +90 | New |
| Rodgers Brothers Inc. | 90 | $204.6K | 0.02% | +90 | New |
| Private Client Services, LLC | 90 | $204.6K | 0.05% | +90 | New |
| Lavaca Capital LLC | 90 | $204.6K | 0.02% | +90 | New |
| Red Crane Wealth Management, LLC | 90 | $204.6K | 0.15% | +90 | New |
| Great Lakes Retirement, Inc. | 90 | $204.6K | 0.02% | +90 | New |
| Hennion & Walsh Asset Management, Inc. | 90 | $204.6K | 0.01% | +90 | New |
| Abacus Wealth Partners, LLC | 90 | $204.6K | 0.02% | +90 | New |
| Hilltop National Bank | 90 | $204.6K | 0.04% | +90 | New |
| Financial Partners Group, Inc | 90 | $204.0K | 0.02% | +90 | New |
| Cypress Wealth Services, LLC | 89 | $203.3K | 0.03% | +89 | New |
| Innealta Capital, LLC | 89 | $202.4K | 0.11% | +89 | New |
| jvl associates llc | 89 | $202.4K | 0.06% | +89 | New |
| Triton Wealth Management, PLLC | 117 | $202.1K | 0.06% | +117 | New |
| CFS Investment Advisory Services, LLC | 115 | $200.7K | 0.01% | +115 | New |
| Baker Tilly Wealth Management, LLC | 88 | $200.1K | 0.04% | +88 | New |
| Conrad Siegel Investment Advisors, Inc. | 88 | $200.1K | 0.03% | +88 | New |
| Silver Grove Financial Group, Inc. | 88 | $200.1K | 0.11% | +88 | New |
| JPL Wealth Management, LLC | 86 | $195.5K | 0.04% | −2−2.3% | Reduced |
| DT Investment Partners, LLC | 83 | $188.7K | 0.01% | 00.0% | Unchanged |
| Ni Acquisitions Company, LLC | 83 | $188.7K | 0.08% | +83 | New |
| Prestige Wealth Management Group LLC | 82 | $186.4K | 0.03% | +82 | New |
| Keating Financial Advisory Services, Inc. | 81 | $184.2K | 0.02% | +13+19.1% | Added |
| Hazlett, Burt & Watson, Inc. | 80 | $183.0K | 0.05% | +9+12.7% | Added |
| Fortitude Family Office, LLC | 79 | $179.6K | 0.04% | +13+19.7% | Added |
| Stone House Investment Management, LLC | 79 | $179.6K | 0.02% | +63+393.8% | Added |
| NBC Securities, Inc. | 79 | $179.6K | 0.01% | +45+132.4% | Added |
| Ameriflex Group, Inc. | 78 | $177.4K | 0.07% | +26+50.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 78 | $177.4K | 0.00% | +78 | New |
| Fairscale Capital, LLC | 77 | $175.1K | 0.10% | +77 | New |
| Parus Finance (UK) Ltd | 75 | $170.5K | 0.04% | −968−92.8% | Reduced |
| GHP Investment Advisors, Inc. | 73 | $166.0K | 0.01% | −48−39.7% | Reduced |
| Curat Global, LLC | 73 | $166.0K | 0.14% | +73 | New |
| Loomis Sayles & Co L P | 73 | $165.2K | 0.00% | +19+35.2% | Added |
| Virtus ETF Advisers LLC | 72 | $163.7K | 0.06% | −3−4.0% | Reduced |
| Quarry LP | 71 | $161.4K | 0.03% | −875−92.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 70 | $159.2K | 0.06% | +70 | New |
| Sachetta, LLC | 69 | $156.9K | 0.08% | +69 | New |
| HM Payson & Co | 65 | $147.8K | 0.00% | +20+44.4% | Added |
| Torren Management, LLC | 65 | $147.8K | 0.08% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 64 | $145.5K | 0.00% | +13+25.5% | Added |
| Concord Wealth Partners | 64 | $145.5K | 0.02% | +64 | New |
| Addison Advisors LLC | 63 | $143.2K | 0.07% | −353−84.9% | Reduced |
| Financial Management Professionals, Inc. | 62 | $141.0K | 0.01% | +15+31.9% | Added |
| Westmount Partners, LLC | 61 | $138.8K | 0.03% | +61 | New |
| AdvisorNet Financial, Inc | 59 | $134.3K | 0.01% | +14+31.1% | Added |
| Grove Bank & Trust | 59 | $134.2K | 0.01% | +52+742.9% | Added |
| Salomon & Ludwin, LLC | 65 | $132.1K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 58 | $131.9K | 0.07% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $129.6K | 0.02% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 53 | $120.5K | 0.00% | +53 | New |
| SOA Wealth Advisors, LLC. | 50 | $113.7K | 0.02% | −2−3.8% | Reduced |
| Atlantic Trust, LLC | 50 | $113.7K | 0.01% | +36+257.1% | Added |
| Marathon Trading Investment Management LLC | 50 | $113.7K | 0.01% | +50 | New |
| Kemnay Advisory Services Inc. | 49 | $111.4K | 0.01% | −8−14.0% | Reduced |
| Alerus Financial NA | 49 | $111.4K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 49 | $111.4K | 0.01% | +49 | New |
| Dogwood Wealth Management LLC | 48 | $109.1K | 0.04% | +6+14.3% | Added |
| Caldwell Sutter Capital, Inc. | 48 | $109.1K | 0.04% | +40+500.0% | Added |
| Westend Capital Management, LLC | 47 | $106.9K | 0.02% | −12−20.3% | Reduced |
| Main Street Group, LTD | 46 | $104.6K | 0.02% | −38−45.2% | Reduced |
| IMG Wealth Management, Inc. | 45 | $102.3K | 0.06% | −1−2.2% | Reduced |
| Roble, Belko & Company, Inc | 44 | $100.0K | 0.01% | −17−27.9% | Reduced |
| Bare Financial Services, Inc | 41 | $93.2K | 0.02% | +5+13.9% | Added |
| Legacy Bridge, LLC | 40 | $91.0K | 0.03% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 40 | $91.0K | 0.02% | +5+14.3% | Added |
| Rialto Wealth Management, LLC | 40 | $91.0K | 0.02% | +6+17.6% | Added |
| Hallmark Capital Management Inc | 40 | $90.9K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 38 | $86.4K | 0.00% | +38 | New |
| LifeSteps Financial, Inc. | 38 | $86.4K | 0.04% | +38 | New |
| Pin Oak Investment Advisors Inc | 36 | $82.0K | 0.06% | +36 | New |
| Crewe Advisors LLC | 36 | $81.9K | 0.01% | +20+125.0% | Added |
| Vanguard National Trust Co | 36 | $81.9K | 0.00% | +28+350.0% | Added |
| 1620 Investment Advisors, Inc. | 35 | $79.6K | 0.05% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 35 | $79.6K | 0.04% | +10+40.0% | Added |
| Compagnie Lombard Odier SCmA | 35 | $79.6K | 0.00% | +35 | New |
| Bank of New Hampshire | 34 | $77.3K | 0.02% | +34 | New |
| Alpha Financial Advisors, LLC | 34 | $77.3K | 0.02% | +34 | New |
| Tompkins Financial Corp | 33 | $75.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 33 | $75.0K | 0.02% | +7+26.9% | Added |
| Capital Analysts, LLC | 31 | $71.0K | 0.00% | −19−38.0% | Reduced |
| Financial Perspectives, Inc | 31 | $70.5K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 31 | $70.5K | 0.04% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $70.0K | 0.01% | +22+244.4% | Added |
| ZRC Wealth Management, LLC | 30 | $68.2K | 0.02% | +16+114.3% | Added |
| Atlantic Union Bankshares Corp | 29 | $65.9K | 0.00% | +13+81.3% | Added |
| One River Asset Management, LLC | 29 | $65.9K | 0.32% | +29 | New |
| Basepoint Wealth LLC | 27 | $61.4K | 0.04% | −9−25.0% | Reduced |
| Cape Investment Advisory, Inc. | 27 | $61.4K | 0.02% | +27 | New |
| Oakworth Capital, Inc. | 30 | $61.0K | 0.00% | +30 | New |
| Pacific Center for Financial Services | 26 | $59.1K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 26 | $59.1K | 0.00% | +26 | New |
| Harbor Capital Advisors, Inc. | 26 | $59.0K | 0.00% | +26 | New |
| Vima LLC | 25 | $56.8K | 0.06% | +25 | New |
| Philadelphia Investment Partners, LLC | 25 | $56.8K | 0.04% | +25 | New |
| Avion Wealth | 25 | $56.0K | 0.01% | +5+25.0% | Added |
| Cornerstone Planning Group LLC | 35 | $56.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 24 | $54.6K | 0.04% | +9+60.0% | Added |
