| Activest Wealth Management | 277 | $62.0K | 0.01% | −983−78.0% | Reduced |
| Old Point Trust & Financial Services N A | 300 | $67.1K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 300 | $67.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 301 | $68.0K | 0.01% | −18−5.6% | Reduced |
| Sfam, LLC | 307 | $68.7K | 0.06% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 315 | $70.5K | 0.01% | −116−26.9% | Reduced |
| Evolution Wealth Management Inc. | 317 | $70.9K | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 317 | $70.9K | 0.01% | +192+153.6% | Added |
| Fairscale Capital, LLC | 324 | $72.5K | 0.04% | 00.0% | Unchanged |
| United Community Bank | 326 | $72.9K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 327 | $73.0K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 328 | $73.2K | 0.01% | +3+0.9% | Added |
| Atlantic Union Bankshares Corp | 330 | $73.8K | 0.00% | −33−9.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 330 | $73.8K | 0.01% | +154+87.5% | Added |
| Creative Financial Designs Inc | 332 | $74.3K | 0.00% | −29−8.0% | Reduced |
| Anchor Investment Management, LLC | 334 | $74.7K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 337 | $75.4K | 0.04% | +35+11.6% | Added |
| Eastern Bank | 341 | $76.3K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 345 | $77.2K | 0.01% | +35+11.3% | Added |
| Golden State Wealth Management, LLC | 347 | $77.6K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 355 | $79.4K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 358 | $80.1K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 369 | $82.5K | 0.01% | −24−6.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 375 | $83.9K | 0.02% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 390 | $87.2K | 0.02% | 00.0% | Unchanged |
| First Financial Corp | 400 | $89.5K | 0.03% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 411 | $92.0K | 0.05% | +411 | New |
| JTC Employer Solutions Trusteee Ltd | 412 | $92.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 416 | $93.0K | 0.01% | +5+1.2% | Added |
| Vision Retirement, LLC | 453 | $101.4K | 0.02% | +3+0.7% | Added |
| GHP Investment Advisors, Inc. | 461 | $103.0K | 0.00% | +4+0.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 469 | $104.9K | 0.14% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $112.0K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 502 | $112.3K | 0.06% | +4+0.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 521 | $116.6K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 536 | $119.9K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 537 | $120.1K | 0.04% | +10+1.9% | Added |
| NBT Bank N A | 544 | $121.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 546 | $122.1K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 551 | $123.2K | 0.01% | +13+2.4% | Added |
| First Horizon Corp | 563 | $125.9K | 0.00% | −160−22.1% | Reduced |
| Capital Analysts, LLC | 568 | $127.0K | 0.00% | −139−19.7% | Reduced |
| PFS Partners, LLC | 571 | $127.7K | 0.05% | +1+0.2% | Added |
| Zions Bancorporation, National Association | 577 | $129.0K | 0.01% | +75+14.9% | Added |
| Cary Street Partner Investment Advisory LLC | 578 | $129.3K | 0.03% | +80+16.1% | Added |
| Johnson Financial Group, Inc. | 589 | $131.7K | 0.00% | −14−2.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 594 | $132.8K | 0.00% | −691−53.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 597 | $133.6K | 0.05% | +29+5.1% | Added |
| Caldwell Trust Co | 615 | $137.5K | 0.01% | +600+4,000.0% | Added |
| Concord Wealth Partners | 632 | $141.3K | 0.02% | +632 | New |
| CoreCap Advisors, LLC | 657 | $146.9K | 0.00% | −26−3.8% | Reduced |
| TD Private Client Wealth LLC | 662 | $148.1K | 0.00% | −2,653−80.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 667 | $149.2K | 0.06% | +21+3.3% | Added |
| Quent Capital, LLC | 686 | $153.5K | 0.01% | +100+17.1% | Added |
| Montag A & Associates Inc | 702 | $157.0K | 0.01% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 709 | $158.6K | 0.01% | −183−20.5% | Reduced |
| Fortitude Family Office, LLC | 717 | $160.4K | 0.03% | +70+10.8% | Added |
| CVA Family Office, LLC | 773 | $172.9K | 0.02% | −7−0.9% | Reduced |
| Vestor Capital, LLC | 187 | $180.0K | 0.02% | −813−81.3% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 816 | $182.5K | 0.00% | −82−9.1% | Reduced |
| Rosenberg Matthew Hamilton | 816 | $182.5K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 821 | $183.6K | 0.01% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 833 | $186.3K | 0.03% | 00.0% | Unchanged |
| Muzinich & Co., Inc. | 843 | $188.5K | 0.06% | 00.0% | Unchanged |
| Hoey Investments, Inc | 875 | $195.7K | 0.03% | +100+12.9% | Added |
| Onefund, LLC | 884 | $197.7K | 0.11% | −13−1.4% | Reduced |
| Callahan Advisors, LLC | 900 | $201.3K | 0.02% | +900 | New |
| Aviance Capital Partners, LLC | 900 | $201.3K | 0.02% | +900 | New |
| Thompson Investment Management, Inc. | 902 | $201.7K | 0.02% | +13+1.5% | Added |
| Enterprise Financial Services Corp | 905 | $202.4K | 0.08% | +905 | New |
| Fairview Capital Investment Management, LLC | 915 | $204.6K | 0.01% | +915 | New |
| Win Advisors, Inc | 918 | $205.3K | 0.07% | +918 | New |
| Foster Group, Inc. | 919 | $205.5K | 0.01% | +919 | New |
| Alpha Family Trust | 920 | $205.8K | 0.08% | +920 | New |
| Citizens Financial Group Inc | 921 | $205.9K | 0.00% | +921 | New |
| Level Four Advisory Services, LLC | 922 | $206.2K | 0.01% | +922 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 923 | $206.4K | 0.03% | +115+14.2% | Added |
| Motco | 924 | $206.7K | 0.02% | +107+13.1% | Added |
| Symphony Financial, Ltd. Co. | 925 | $207.0K | 0.02% | +925 | New |
| 3Chopt Investment Partners, LLC | 927 | $207.3K | 0.04% | +927 | New |
| Choate Investment Advisors | 928 | $207.5K | 0.00% | +928 | New |
| First Business Financial Services, Inc. | 931 | $208.2K | 0.02% | +931 | New |
| Sanchez Wealth Management Group | 933 | $208.7K | 0.04% | +933 | New |
| Spirepoint Private Client, LLC | 933 | $208.7K | 0.02% | +933 | New |
| Storen Legacy Partners, LLC | 942 | $210.6K | 0.06% | +942 | New |
| Northwest Wealth Management, LLC | 946 | $211.6K | 0.03% | +946 | New |
| S Harris Financial Group, LLC | 954 | $213.3K | 0.17% | +954 | New |
| Clifford Swan Investment Counsel LLC | 954 | $213.4K | 0.01% | +954 | New |
| Americana Partners, LLC | 957 | $214.0K | 0.00% | +957 | New |
| Mission Creek Capital Partners, Inc. | 959 | $214.6K | 0.04% | +959 | New |
| Income Insurance Ltd | 960 | $214.7K | 0.13% | +960 | New |
| Independent Wealth Network Inc. | 962 | $215.3K | 0.05% | +962 | New |
| Ferguson Wellman Capital Management, Inc | 966 | $216.0K | 0.00% | +966 | New |
| Delap Wealth Advisory, LLC | 966 | $216.1K | 0.07% | +966 | New |
| TRB Wealth Management, LLC | 968 | $216.5K | 0.03% | +968 | New |
| Carnegie Capital Asset Management, LLC | 969 | $216.7K | 0.00% | −159−14.1% | Reduced |
| Harbor Investment Advisory, LLC | 972 | $217.5K | 0.02% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 975 | $218.1K | 0.05% | +975 | New |
| Fukoku Mutual Life Insurance Co | 975 | $218.1K | 0.01% | +975 | New |
| Northcape Wealth Management, LLC | 988 | $220.9K | 0.06% | +988 | New |
