| S&T Bank | 260 | $14.7K | 0.00% | +260 | New |
| Lavaca Capital LLC | 264 | $15.0K | 0.01% | +264 | New |
| Pin Oak Investment Advisors Inc | 232 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 267 | $15.1K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 267 | $15.1K | 0.00% | +267 | New |
| Bayforest Capital Ltd | 267 | $15.1K | 0.02% | +267 | New |
| Y.D. More Investments Ltd | 270 | $15.3K | 0.00% | +270 | New |
| Beacon Capital Management, LLC | 276 | $15.7K | 0.00% | +1+0.4% | Added |
| Pineridge Advisors LLC | 286 | $16.2K | 0.01% | +286 | New |
| WPG Advisers, LLC | 291 | $16.5K | 0.02% | +291 | New |
| Kozak & Associates, Inc. | 295 | $16.6K | 0.00% | +18+6.5% | Added |
| GW&K Investment Management, LLC | 315 | $18.0K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 279 | $18.1K | 0.00% | +279 | New |
| Quintet Private Bank (Europe) S.A. | 325 | $18.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 324 | $18.5K | 0.00% | +39+13.7% | Added |
| Centricity Wealth Management, LLC | 329 | $18.7K | 0.02% | +329 | New |
| FSC Wealth Advisors, LLC | 334 | $18.9K | 0.01% | −10−2.9% | Reduced |
| Key Financial Inc | 339 | $19.2K | 0.00% | +49+16.9% | Added |
| Measured Risk Portfolios, Inc. | 348 | $19.7K | 0.02% | +348 | New |
| Activest Wealth Management | 350 | $19.8K | 0.01% | +150+75.0% | Added |
| McIlrath & Eck, LLC | 358 | $20.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 358 | $20.3K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 369 | $20.9K | 0.01% | +369 | New |
| Wood Tarver Financial Group, LLC | 372 | $21.0K | 0.01% | +372 | New |
| Hemington Wealth Management | 392 | $22.0K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 398 | $22.6K | 0.00% | +87+28.0% | Added |
| Paradigm Asset Management Co LLC | 400 | $22.7K | 0.01% | −42,800−99.1% | Reduced |
| Barrett & Company, Inc. | 400 | $22.7K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 400 | $22.7K | 0.01% | 00.0% | Unchanged |
| Trust Co | 400 | $22.7K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 400 | $22.7K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 400 | $22.7K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 403 | $22.9K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 405 | $23.0K | 0.00% | +211+108.8% | Added |
| Tortoise Investment Management, LLC | 411 | $23.3K | 0.00% | −75−15.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 419 | $23.8K | 0.02% | −169,857−99.8% | Reduced |
| Richards, Merrill & Peterson, Inc. | 423 | $24.0K | 0.01% | +423 | New |
| Duncker Streett & Co Inc | 423 | $24.0K | 0.00% | +423 | New |
| JNBA Financial Advisors | 424 | $24.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 450 | $25.5K | 0.00% | +450 | New |
| Bangor Savings Bank | 469 | $26.6K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 486 | $27.5K | 0.02% | +486 | New |
| American National Bank | 500 | $28.4K | 0.00% | +500 | New |
| VSM Wealth Advisory, LLC | 500 | $28.4K | 0.01% | +500 | New |
| Red Tortoise LLC | 512 | $29.0K | 0.02% | 00.0% | Unchanged |
| City State Bank | 517 | $29.3K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 522 | $29.6K | 0.02% | +522 | New |
| Roble, Belko & Company, Inc | 530 | $30.0K | 0.00% | +50+10.4% | Added |
| Roxbury Financial LLC | 509 | $30.5K | 0.03% | +509 | New |
| Mainstream Capital Management LLC | 543 | $30.8K | 0.02% | +543 | New |
| 1620 Investment Advisors, Inc. | 545 | $30.9K | 0.02% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 556 | $31.5K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 563 | $31.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 575 | $32.6K | 0.02% | +5+0.9% | Added |
| Financial Avengers, Inc. | 594 | $33.7K | 0.02% | +3+0.5% | Added |
| Godsey & Gibb Associates | 600 | $34.0K | 0.00% | −110−15.5% | Reduced |
| Sunbelt Securities, Inc. | 613 | $34.8K | 0.00% | −189−23.6% | Reduced |
| Johnson Financial Group, Inc. | 609 | $34.9K | 0.00% | −650−51.6% | Reduced |
| Webster Bank, N. A. | 617 | $35.0K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 706 | $35.9K | 0.00% | +706 | New |
| Financial Perspectives, Inc | 634 | $36.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 636 | $36.1K | 0.01% | +636 | New |
| Oakworth Capital, Inc. | 664 | $37.6K | 0.00% | 00.0% | Unchanged |
| Mondrian Investment Partners LTD | 660 | $37.9K | 0.00% | +11+1.7% | Added |
| Bogart Wealth, LLC | 673 | $38.2K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 688 | $39.0K | 0.04% | +688 | New |
| Caldwell Sutter Capital, Inc. | 690 | $39.1K | 0.02% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 707 | $40.0K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 712 | $40.4K | 0.00% | −28−3.8% | Reduced |
| Boyd Watterson Asset Management LLC | 718 | $40.7K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 719 | $40.8K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 756 | $42.9K | 0.00% | +756 | New |
| Accredited Wealth Management, LLC | 766 | $43.4K | 0.04% | +766 | New |
| Financial Management Professionals, Inc. | 791 | $44.9K | 0.01% | −55−6.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 809 | $45.9K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 813 | $46.1K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 825 | $46.8K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 828 | $46.9K | 0.00% | −128−13.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 840 | $47.6K | 0.01% | +400+90.9% | Added |
| Medallion Wealth Advisors, LLC | 827 | $48.0K | 0.02% | +827 | New |
| Evelyn Partners Investment Management Services Ltd | 875 | $49.6K | 0.01% | +875 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 882 | $50.0K | 0.01% | +54+6.5% | Added |
| Caitong International Asset Management Co., Ltd | 900 | $51.0K | 0.05% | +900 | New |
| SOA Wealth Advisors, LLC. | 945 | $53.6K | 0.01% | +6+0.6% | Added |
| Whipplewood Advisors, LLC | 948 | $53.8K | 0.03% | +948 | New |
| Prestige Wealth Management Group LLC | 950 | $53.9K | 0.01% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 972 | $55.1K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 994 | $56.2K | 0.03% | −5−0.5% | Reduced |
| Aventura Private Wealth, LLC | 992 | $56.2K | 0.03% | +992 | New |
| Versant Capital Management, Inc | 994 | $56.4K | 0.01% | +873+721.5% | Added |
| Missouri Trust & Investment Co | 1,000 | $56.7K | 0.02% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,000 | $56.7K | 0.03% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1,021 | $57.9K | 0.01% | +1,021 | New |
| Cassady Schiller Wealth Management, LLC | 1,063 | $60.3K | 0.02% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 1,071 | $60.7K | 0.04% | +1,071 | New |
| Global Financial Private Client, LLC | 1,076 | $61.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,120 | $63.5K | 0.00% | −41−3.5% | Reduced |
| Westside Investment Management, Inc. | 1,123 | $63.7K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1,124 | $63.8K | 0.14% | −344−23.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 1,139 | $64.6K | 0.00% | 00.0% | Unchanged |
