| Institutional & Family Asset Management, LLC | 172 | $17.9K | 0.00% | +14+8.9% | Added |
| Old Point Trust & Financial Services N A | 177 | $18.4K | 0.01% | +177 | New |
| Archer Investment Corp | 179 | $18.6K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 215 | $18.8K | 0.02% | +215 | New |
| Hazlett, Burt & Watson, Inc. | 180 | $19.0K | 0.01% | −81−31.0% | Reduced |
| Carolinas Wealth Consulting LLC | 190 | $19.8K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 197 | $20.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 193 | $20.1K | 0.00% | −14−6.8% | Reduced |
| Austin Private Wealth, LLC | 195 | $20.3K | 0.00% | +195 | New |
| Tanglewood Legacy Advisors, LLC | 199 | $20.7K | 0.01% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 200 | $21.0K | 0.01% | −185−48.1% | Reduced |
| First PREMIER Bank | 200 | $21.0K | 0.01% | 00.0% | Unchanged |
| CapitalatWork S.A. | – | $21.0K | 0.00% | – | New |
| Strategic Investment Solutions, Inc. | 204 | $21.2K | 0.00% | +204 | New |
| Oliver Lagore Vanvalin Investment Group | 208 | $21.6K | 0.01% | −50−19.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 211 | $21.9K | 0.01% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 216 | $22.5K | 0.02% | +216 | New |
| CoreFirst Bank & Trust | 218 | $22.7K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 243 | $25.4K | 0.00% | +243 | New |
| Provence Wealth Management Group | 249 | $25.9K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 250 | $26.0K | 0.00% | −312−55.5% | Reduced |
| Dividend Assets Capital, LLC | 250 | $26.0K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 253 | $26.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 250 | $26.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 267 | $27.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 270 | $28.0K | 0.01% | −200−42.6% | Reduced |
| Sachetta, LLC | 275 | $28.6K | 0.01% | +275 | New |
| ZRC Wealth Management, LLC | 335 | $29.1K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 285 | $29.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 300 | $31.2K | 0.00% | +300 | New |
| Nemes Rush Group LLC | 306 | $31.8K | 0.01% | +53+20.9% | Added |
| Creative Financial Designs Inc | 311 | $32.4K | 0.00% | +162+108.7% | Added |
| Hoese & Co LLP | 333 | $32.4K | 0.03% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 315 | $33.0K | 0.00% | +13+4.3% | Added |
| Asset Dedication, LLC | 333 | $34.0K | 0.00% | +92+38.2% | Added |
| Richardson Financial Services Inc. | 334 | $34.7K | 0.03% | +334 | New |
| America First Investment Advisors, LLC | 353 | $36.7K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 360 | $37.4K | 0.01% | +360 | New |
| Boyd Watterson Asset Management LLC | 362 | $37.6K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 366 | $38.1K | 0.03% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 373 | $38.8K | 0.01% | +373 | New |
| Pin Oak Investment Advisors Inc | 373 | $39.0K | 0.04% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 389 | $40.5K | 0.01% | +389 | New |
| Abound Wealth Management | 389 | $40.5K | 0.02% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 395 | $41.1K | 0.03% | −3−0.8% | Reduced |
| Luken Investment Analytics, LLC | 400 | $41.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 402 | $41.8K | 0.01% | +38+10.4% | Added |
| First Command Advisory Services, Inc. | 406 | $42.2K | 0.00% | +406 | New |
| McIlrath & Eck, LLC | 417 | $43.4K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 423 | $44.0K | 0.02% | −834−66.3% | Reduced |
| Silicon Valley Capital Partners | 423 | $44.0K | 0.01% | +2+0.5% | Added |
| Roble, Belko & Company, Inc | 421 | $44.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 434 | $45.1K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 352 | $45.3K | 0.02% | +171+94.5% | Added |
| Manchester Capital Management LLC | 446 | $46.4K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 452 | $47.0K | 0.02% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 463 | $48.2K | 0.00% | −255−35.5% | Reduced |
| First Pacific Financial | 466 | $48.5K | 0.01% | +14+3.1% | Added |
| Birchbrook, Inc. | 471 | $49.0K | 0.03% | +471 | New |
| Tidemark, LLC | 481 | $50.0K | 0.03% | +481 | New |
| HHM Wealth Advisors, LLC | 491 | $51.1K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 494 | $51.4K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 500 | $52.0K | 0.02% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 500 | $52.0K | 0.04% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 504 | $52.4K | 0.03% | 00.0% | Unchanged |
| Larson Financial Group LLC | 505 | $52.5K | 0.00% | −47−8.5% | Reduced |
| GW&K Investment Management, LLC | 505 | $53.0K | 0.00% | −7,071−93.3% | Reduced |
| Baystate Wealth Management LLC | 510 | $53.1K | 0.00% | +114+28.8% | Added |
| Focused Wealth Management, Inc | 514 | $53.4K | 0.01% | +66+14.7% | Added |
| Perritt Capital Management Inc | 525 | $54.6K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 540 | $56.1K | 0.04% | +304+128.8% | Added |
| NVWM, LLC | 560 | $58.5K | 0.02% | −100−15.2% | Reduced |
| Orion Capital Management LLC | 570 | $59.3K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 573 | $59.6K | 0.05% | +573 | New |
| Grayhawk Investment Strategies Inc. | 576 | $59.9K | 0.03% | +576 | New |
| Jamison Private Wealth Management, Inc. | 583 | $60.6K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 624 | $64.9K | 0.03% | +24+4.0% | Added |
| WealthCollab, LLC | 638 | $66.4K | 0.05% | +638 | New |
| Newbridge Financial Services Group, Inc. | 649 | $67.5K | 0.03% | −385−37.2% | Reduced |
| Retirement Group, LLC | 650 | $67.6K | 0.03% | +270+71.1% | Added |
| Nisa Investment Advisors, LLC | 671 | $69.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 675 | $70.2K | 0.02% | −47−6.5% | Reduced |
| Cornerstone Planning Group LLC | 676 | $70.3K | 0.02% | +27+4.2% | Added |
| Key Financial Inc | 733 | $76.2K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 736 | $76.5K | 0.00% | +229+45.2% | Added |
| Bogart Wealth, LLC | 737 | $76.6K | 0.00% | +40+5.7% | Added |
| Atticus Wealth Management, LLC | 741 | $77.1K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 800 | $83.2K | 0.04% | 00.0% | Unchanged |
| Sycomore Asset Management | 800 | $84.0K | 0.02% | −29−3.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 840 | $87.0K | 0.03% | +320+61.5% | Added |
| Planned Solutions, Inc. | 843 | $87.7K | 0.04% | +843 | New |
| CKW Financial Group | 850 | $88.0K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 851 | $88.9K | 0.07% | +851 | New |
| Financial Management Professionals, Inc. | 854 | $89.0K | 0.01% | +18+2.2% | Added |
| Pflug Koory, LLC | 878 | $91.3K | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 847 | $95.7K | 0.00% | −100−10.6% | Reduced |
| Spotlight Asset Group, Inc. | 1,104 | $95.9K | 0.09% | 00.0% | Unchanged |
| City State Bank | 920 | $96.0K | 0.05% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 930 | $97.0K | 0.05% | +930 | New |
| Bruce G. Allen Investments, LLC | 937 | $97.4K | 0.09% | +937 | New |
