| Cherry Tree Wealth Management, LLC | 38 | $19.8K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 39 | $20.3K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 40 | $20.9K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 40 | $21.3K | 0.01% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 35 | $21.6K | 0.01% | −1,902−98.2% | Reduced |
| Tradewinds Capital Management, LLC | 42 | $21.9K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 42 | $21.9K | 0.02% | −1−2.3% | Reduced |
| Lowe Wealth Advisors, LLC | 44 | $22.9K | 0.01% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 44 | $22.9K | 0.02% | +44 | New |
| Kiely Wealth Advisory Group, Inc. | 42 | $23.2K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 45 | $23.4K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 45 | $23.4K | 0.01% | +45 | New |
| Halbert Hargrove Global Advisors, LLC | 45 | $23.4K | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 46 | $23.9K | 0.01% | −7−13.2% | Reduced |
| Bernard Wealth Management Corp. | 48 | $25.0K | 0.01% | +48 | New |
| Stephens Consulting, LLC | 49 | $25.5K | 0.01% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 50 | $26.0K | 0.13% | +50 | New |
| Centennial Bank | 50 | $26.0K | 0.01% | −25−33.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 51 | $26.5K | 0.01% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 51 | $26.5K | 0.01% | +1+2.0% | Added |
| Sound Income Strategies, LLC | 51 | $26.5K | 0.00% | +14+37.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 52 | $27.1K | 0.05% | +52 | New |
| Cape Investment Advisory, Inc. | 53 | $27.6K | 0.01% | −14−20.9% | Reduced |
| New Millennium Group LLC | 53 | $27.6K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 53 | $27.6K | 0.01% | +53 | New |
| Pillar Financial Advisors, LLC | 55 | $28.6K | 0.02% | +55 | New |
| Missouri Trust & Investment Co | 56 | $29.1K | 0.01% | +56 | New |
| Endeavor Private Wealth, Inc. | 57 | $29.6K | 0.03% | +57 | New |
| ZRC Wealth Management, LLC | 57 | $29.7K | 0.01% | +7+14.0% | Added |
| Bank & Trust Co | 59 | $30.7K | 0.03% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 53 | $31.7K | 0.02% | +53 | New |
| Abound Wealth Management | 64 | $33.4K | 0.01% | −3−4.5% | Reduced |
| Riverview Trust Co | 65 | $33.8K | 0.03% | −151−69.9% | Reduced |
| Live Oak Investment Partners | – | $33.8K | 0.03% | – | – |
| Main Street Group, LTD | 65 | $33.8K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 58 | $34.7K | 0.02% | +58 | New |
| Noble Wealth Management PBC | 67 | $34.9K | 0.02% | +67 | New |
| Cornerstone Planning Group LLC | 60 | $35.0K | 0.01% | −11−15.5% | Reduced |
| WR Wealth Planners, LLC | 69 | $36.0K | 0.01% | −2−2.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 70 | $36.4K | 0.01% | +33+89.2% | Added |
| VSM Wealth Advisory, LLC | 70 | $36.4K | 0.01% | +70 | New |
| Talon Private Wealth, LLC | 71 | $36.9K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 71 | $37.0K | 0.01% | 00.0% | Unchanged |
| Navigoe, LLC | 72 | $37.0K | 0.04% | +72 | New |
| Bogart Wealth, LLC | 73 | $38.0K | 0.00% | −82−52.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 75 | $39.0K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 76 | $39.5K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 77 | $40.1K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 77 | $40.1K | 0.03% | +77 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 81 | $42.0K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 81 | $42.1K | 0.00% | −28−25.7% | Reduced |
| Frazier Financial Advisors, LLC | 82 | $42.6K | 0.03% | −2−2.4% | Reduced |
| Crowley Wealth Management, Inc. | 82 | $42.7K | 0.04% | +82 | New |
| Vestor Capital, LLC | 83 | $43.0K | 0.00% | +8+10.7% | Added |
| Caldwell Sutter Capital, Inc. | 83 | $43.2K | 0.02% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 83 | $43.2K | 0.03% | +83 | New |
| Cedar Mountain Advisors, LLC | 83 | $43.2K | 0.01% | −6−6.7% | Reduced |
| Pingora Partners LLC | 84 | $43.7K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 85 | $44.2K | 0.02% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 88 | $45.8K | 0.02% | −30−25.4% | Reduced |
| Syntax Research, Inc. | 88 | $45.8K | 0.03% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 88 | $45.8K | 0.04% | +88 | New |
| Richards, Merrill & Peterson, Inc. | 89 | $46.3K | 0.02% | +89 | New |
| Concord Wealth Partners | 90 | $46.8K | 0.01% | −3−3.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 90 | $47.0K | 0.04% | −1,527−94.4% | Reduced |
| First PREMIER Bank | 90 | $47.0K | 0.01% | −70−43.8% | Reduced |
| New Age Alpha Advisors, LLC | 92 | $47.9K | 0.00% | +92 | New |
| Coston, McIsaac & Partners | 92 | $48.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 93 | $48.4K | 0.01% | −173−65.0% | Reduced |
| Sittner & Nelson, LLC | 93 | $48.4K | 0.02% | +2+2.2% | Added |
| Capula Management Ltd | 93 | $48.4K | 0.00% | +93 | New |
| Van Hulzen Asset Management, LLC | 93 | $48.4K | 0.00% | +93 | New |
| Tacita Capital Inc | 94 | $48.9K | 0.03% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 94 | $48.9K | 0.03% | +94 | New |
| Meeder Asset Management Inc | 96 | $49.9K | 0.00% | −3−3.0% | Reduced |
| AllSquare Wealth Management LLC | 97 | $50.5K | 0.03% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 97 | $50.5K | 0.03% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 97 | $50.5K | 0.01% | −2−2.0% | Reduced |
| SJS Investment Consulting Inc. | 98 | $51.0K | 0.01% | −1−1.0% | Reduced |
| Financial Connections Group, Inc. | 100 | $52.0K | 0.02% | 00.0% | Unchanged |
| Financially Speaking Inc | 100 | $52.0K | 0.04% | +100 | New |
| Berbice Capital Management LLC | 100 | $52.0K | 0.04% | +100 | New |
| Newbridge Financial Services Group, Inc. | 100 | $52.2K | 0.01% | +100 | New |
| Laurel Wealth Advisors LLC | 104 | $54.1K | 0.01% | −11−9.6% | Reduced |
| Teachers Insurance & Annuity Association of America | 105 | $54.6K | 0.07% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 95 | $56.8K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 110 | $57.2K | 0.02% | −15−12.0% | Reduced |
| Mizuho Bank, Ltd. | 110 | $57.2K | 0.02% | +110 | New |
| Plante Moran Financial Advisors, LLC | 113 | $58.8K | 0.00% | −17−13.1% | Reduced |
| Lee Danner & Bass Inc | 116 | $60.3K | 0.00% | +116 | New |
| First United Bank Trust | 119 | $61.9K | 0.02% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 119 | $62.0K | 0.00% | −415−77.7% | Reduced |
| FWL Investment Management, LLC | 120 | $62.4K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 120 | $62.5K | 0.03% | −413−77.5% | Reduced |
| Atticus Wealth Management, LLC | 120 | $62.6K | 0.02% | −80−40.0% | Reduced |
| Transce3nd, LLC | 123 | $64.0K | 0.02% | +123 | New |
| Perkins Coie Trust Co | 125 | $65.0K | 0.01% | −30−19.4% | Reduced |
| McClarren Financial Advisors, Inc. | 302 | $66.0K | 0.19% | +302 | New |
| IAG Wealth Partners, LLC | 129 | $67.1K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 129 | $67.2K | 0.03% | 00.0% | Unchanged |
