| North Star Investment Management Corp. | 234 | $14.4K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 235 | $14.5K | 0.02% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 238 | $14.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 236 | $15.0K | 0.00% | −101−30.0% | Reduced |
| FSA Wealth Management LLC | 250 | $15.0K | 0.01% | +250 | New |
| BOK Financial Private Wealth, Inc. | 250 | $15.4K | 0.00% | +250 | New |
| Evermay Wealth Management LLC | 257 | $15.8K | 0.00% | +57+28.5% | Added |
| Frank, Rimerman Advisors LLC | 259 | $15.9K | 0.00% | +259 | New |
| Scarborough Advisors, LLC | 260 | $16.0K | 0.00% | +260 | New |
| Able Wealth Management LLC | 260 | $16.0K | 0.01% | +260 | New |
| Plante Moran Financial Advisors, LLC | 287 | $17.7K | 0.00% | +287 | New |
| McIlrath & Eck, LLC | 289 | $17.8K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 293 | $18.0K | 0.01% | −81−21.7% | Reduced |
| City Holding Co | 300 | $18.5K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 300 | $18.5K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 310 | $19.1K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 310 | $19.1K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 327 | $20.1K | 0.01% | +327 | New |
| Atticus Wealth Management, LLC | 331 | $20.4K | 0.01% | +331 | New |
| RE Dickinson Investment Advisors, LLC | 340 | $21.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 346 | $21.3K | 0.00% | +314+981.3% | Added |
| Proffitt & Goodson Inc | 350 | $21.6K | 0.00% | −70−16.7% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 351 | $21.6K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 357 | $22.0K | 0.01% | +253+243.3% | Added |
| Abound Wealth Management | 363 | $22.3K | 0.01% | +329+967.6% | Added |
| Barrett & Company, Inc. | 375 | $23.1K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 384 | $23.7K | 0.00% | −16−4.0% | Reduced |
| Rise Advisors, LLC | 390 | $24.0K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 524 | $24.1K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 400 | $24.6K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 400 | $24.6K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 404 | $24.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 404 | $24.9K | 0.00% | +154+61.6% | Added |
| O'Dell Group, LLC | 406 | $25.0K | 0.01% | +406 | New |
| Smartleaf Asset Management LLC | 408 | $25.8K | 0.01% | +408 | New |
| Beacon Capital Management, LLC | 563 | $25.9K | 0.01% | −107−16.0% | Reduced |
| Resurgent Financial Advisors LLC | 425 | $26.2K | 0.02% | +425 | New |
| Caption Management, LLC | 427 | $26.3K | 0.00% | +427 | New |
| Grove Bank & Trust | 437 | $26.9K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 444 | $27.0K | 0.02% | +444 | New |
| Manchester Capital Management LLC | 443 | $27.3K | 0.00% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 450 | $27.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 485 | $30.0K | 0.00% | −930−65.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 489 | $30.1K | 0.06% | +489 | New |
| Semmax Financial Advisors Inc. | 440 | $30.3K | 0.01% | −40−8.3% | Reduced |
| CVA Family Office, LLC | 495 | $30.5K | 0.01% | +495 | New |
| Missouri Trust & Investment Co | 500 | $30.8K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 500 | $30.8K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $30.8K | 0.01% | +250+100.0% | Added |
| BFSG, LLC | 500 | $30.8K | 0.00% | +500 | New |
| Capital Advisors, Ltd. LLC | 507 | $31.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 500 | $31.0K | 0.02% | 00.0% | Unchanged |
| Motco | 509 | $31.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 700 | $32.2K | 0.02% | +700 | New |
| Blue Bell Private Wealth Management, LLC | 524 | $32.3K | 0.01% | +174+49.7% | Added |
| GW&K Investment Management, LLC | 537 | $33.0K | 0.00% | +537 | New |
| Ofi Invest Asset Management | 597 | $33.3K | 0.00% | −2−0.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 546 | $33.6K | 0.02% | +35+6.8% | Added |
| Pin Oak Investment Advisors Inc | 546 | $34.0K | 0.03% | −125−18.6% | Reduced |
| Spotlight Asset Group, Inc. | 756 | $34.8K | 0.03% | 00.0% | Unchanged |
| Ossiam | 572 | $35.2K | 0.00% | +572 | New |
| Oliver Lagore Vanvalin Investment Group | 578 | $35.6K | 0.01% | +262+82.9% | Added |
| Ronald Blue Trust, Inc. | 777 | $36.0K | 0.00% | +684+735.5% | Added |
| Private Wealth Management Group, LLC | 592 | $36.5K | 0.02% | +592 | New |
| MidAtlantic Capital Management, Inc. | 601 | $37.0K | 0.04% | +601 | New |
| Coppell Advisory Solutions LLC | 629 | $38.7K | 0.01% | +365+138.3% | Added |
| Gs Investments, Inc. | 650 | $40.0K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 650 | $40.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 659 | $40.6K | 0.00% | +9+1.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 659 | $40.6K | 0.01% | +659 | New |
| Evolution Advisers, Inc. | 700 | $41.0K | 0.03% | +700 | New |
| Salem Investment Counselors Inc | 688 | $42.4K | 0.00% | +397+136.4% | Added |
| Cape Investment Advisory, Inc. | 696 | $42.9K | 0.02% | −527−43.1% | Reduced |
| Brown Brothers Harriman & Co | 703 | $43.3K | 0.00% | −315−30.9% | Reduced |
| Bell Investment Advisors, Inc | 704 | $43.3K | 0.01% | −3−0.4% | Reduced |
| Castleview Partners, LLC | 712 | $43.8K | 0.03% | −819−53.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 712 | $45.0K | 0.00% | +495+228.1% | Added |
| Bartlett & Co. LLC | 712 | $45.0K | 0.00% | +495+228.1% | Added |
| Johnson Financial Group, Inc. | 737 | $45.4K | 0.00% | +37+5.3% | Added |
| Pacifica Partners Inc. | 784 | $45.5K | 0.02% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 748 | $46.1K | 0.00% | +748 | New |
| Pinnacle Holdings, LLC | 754 | $46.4K | 0.02% | +754 | New |
| Sofos Investments, Inc. | 760 | $46.7K | 0.01% | +667+717.2% | Added |
| Sound Income Strategies, LLC | 763 | $47.0K | 0.00% | +60+8.5% | Added |
| Capital Analysts, LLC | 771 | $47.0K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 784 | $48.3K | 0.01% | +784 | New |
| Estabrook Capital Management | 855 | $52.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 863 | $53.1K | 0.00% | +863 | New |
| Raleigh Capital Management Inc. | 881 | $54.2K | 0.03% | −16−1.8% | Reduced |
| Clean Yield Group | 900 | $55.4K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 907 | $55.8K | 0.03% | −269−22.9% | Reduced |
| Global Financial Private Client, LLC | 934 | $57.5K | 0.03% | +934 | New |
| LM Advisors LLC | 1,000 | $61.6K | 0.01% | +1,000 | New |
| Front Row Advisors LLC | 1,000 | $61.6K | 0.03% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 1,000 | $61.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 1,000 | $61.6K | 0.00% | +1,000 | New |
| Wellington Shields & Co., LLC | 1,000 | $61.6K | 0.02% | +1,000 | New |
| Fairman Group, LLC | 1,000 | $61.6K | 0.06% | +1,000 | New |
| Hanseatic Management Services Inc | 1,004 | $61.8K | 0.11% | +20+2.0% | Added |
| TSFG, LLC | 1,013 | $62.0K | 0.02% | +7+0.7% | Added |
