| Hurley Capital, LLC | 168 | $20.5K | 0.02% | +168 | New |
| JDM Financial Group LLC | 103 | $20.8K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 108 | $21.8K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 111 | $22.4K | 0.01% | +111 | New |
| Kozak & Associates, Inc. | 112 | $22.6K | 0.01% | +60+115.4% | Added |
| SWAN Capital LLC | 113 | $22.8K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 115 | $23.2K | 0.01% | 00.0% | Unchanged |
| YANKCOM Partnership | 120 | $24.2K | 0.01% | +120 | New |
| Lowe Wealth Advisors, LLC | 122 | $24.6K | 0.01% | +20+19.6% | Added |
| Louisbourg Investments Inc. | 123 | $24.8K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 109 | $25.0K | 0.02% | +109 | New |
| Activest Wealth Management | 125 | $25.2K | 0.01% | +2+1.6% | Added |
| Fortitude Family Office, LLC | 130 | $26.2K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 133 | $26.8K | 0.00% | +31+30.4% | Added |
| Osterweis Capital Management Inc | 137 | $27.6K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 139 | $28.0K | 0.01% | +125+892.9% | Added |
| Transce3nd, LLC | 139 | $28.1K | 0.01% | +139 | New |
| Financial Management Professionals, Inc. | 144 | $29.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 145 | $29.3K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 145 | $29.3K | 0.02% | +145 | New |
| Hexagon Capital Partners LLC | 148 | $29.9K | 0.01% | +11+8.0% | Added |
| Addison Advisors LLC | 150 | $30.3K | 0.01% | −29−16.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 154 | $31.1K | 0.03% | +154 | New |
| CGC Financial Services, LLC | 160 | $32.3K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 161 | $32.7K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 162 | $32.7K | 0.01% | +5+3.2% | Added |
| McClarren Financial Advisors, Inc. | 166 | $33.0K | 0.09% | −41−19.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 166 | $33.5K | 0.00% | +166 | New |
| Raffa Wealth Management, LLC | 169 | $34.1K | 0.01% | −5−2.9% | Reduced |
| Sugar Maple Asset Management, LLC | 172 | $34.7K | 0.03% | +172 | New |
| Pineridge Advisors LLC | 173 | $34.9K | 0.01% | +173 | New |
| Blue Bell Private Wealth Management, LLC | 174 | $35.1K | 0.01% | +10+6.1% | Added |
| Richardson Financial Services Inc. | 174 | $35.2K | 0.02% | +69+65.7% | Added |
| Fairscale Capital, LLC | 176 | $35.5K | 0.03% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 178 | $36.0K | 0.03% | +178 | New |
| Strategic Investment Solutions, Inc. | 180 | $36.3K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 182 | $36.7K | 0.07% | +50+37.9% | Added |
| Holos Integrated Wealth LLC | 182 | $36.7K | 0.03% | +182 | New |
| WealthCollab, LLC | 184 | $37.1K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 186 | $37.6K | 0.01% | +6+3.3% | Added |
| Cornerstone Planning Group LLC | 177 | $37.8K | 0.01% | +11+6.6% | Added |
| Cherry Tree Wealth Management, LLC | 188 | $37.9K | 0.01% | +1+0.5% | Added |
| Fedenia Advisers LLC | 188 | $37.9K | 0.02% | +188 | New |
| POM Investment Strategies, LLC | 189 | $38.1K | 0.03% | +189 | New |
| Trifecta Capital Advisors, LLC | 190 | $38.3K | 0.01% | −52−21.5% | Reduced |
| Longview Financial Advisors LLC | 193 | $38.9K | 0.03% | +193 | New |
| Fairway Wealth LLC | 197 | $39.8K | 0.02% | +92+87.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 199 | $40.2K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $40.4K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 200 | $40.4K | 0.01% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 200 | $40.4K | 0.02% | +200 | New |
| Cassady Schiller Wealth Management, LLC | 201 | $40.6K | 0.01% | +11+5.8% | Added |
| Twin Lakes Capital Management, LLC | 202 | $40.8K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 211 | $42.6K | 0.02% | 00.0% | Unchanged |
| Kennebec Savings Bank | 211 | $43.8K | 0.04% | −56−21.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 219 | $44.2K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 225 | $45.4K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 229 | $46.2K | 0.01% | −5−2.1% | Reduced |
| SOA Wealth Advisors, LLC. | 230 | $46.4K | 0.01% | +25+12.2% | Added |
| Abound Wealth Management | 241 | $48.6K | 0.02% | −42−14.8% | Reduced |
| Westside Investment Management, Inc. | 246 | $49.7K | 0.01% | +1+0.4% | Added |
| Prudent Man Investment Management, Inc. | 248 | $50.0K | 0.03% | +248 | New |
| Bogart Wealth, LLC | 268 | $54.1K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 270 | $54.5K | 0.01% | +270 | New |
| Beacon Capital Management, LLC | 273 | $55.1K | 0.01% | +100+57.8% | Added |
| Tortoise Investment Management, LLC | 279 | $56.3K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 280 | $56.5K | 0.01% | 00.0% | Unchanged |
| Studio Investment Management LLC | 285 | $57.5K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 291 | $58.7K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 293 | $59.0K | 0.00% | +1+0.3% | Added |
| HBC Financial Services, PLLC | 300 | $60.0K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 301 | $60.9K | 0.02% | +11+3.8% | Added |
| WPG Advisers, LLC | 303 | $61.1K | 0.06% | +303 | New |
| ESL Trust Services, LLC | 304 | $61.3K | 0.01% | +290+2,071.4% | Added |
| FSA Wealth Management LLC | 306 | $61.7K | 0.03% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 320 | $64.6K | 0.02% | +6+1.9% | Added |
| Financial Freedom, LLC | 341 | $68.8K | 0.04% | +1+0.3% | Added |
| Tower View Investment Management & Research LLC | 343 | $69.2K | 0.04% | +2+0.6% | Added |
| Old Point Trust & Financial Services N A | 347 | $70.0K | 0.02% | −300−46.4% | Reduced |
| New Wave Wealth Advisors LLC | 348 | $70.2K | 0.03% | +348 | New |
| Byrne Asset Management LLC | 351 | $70.8K | 0.05% | −37−9.5% | Reduced |
| NewSquare Capital LLC | 363 | $73.3K | 0.01% | +163+81.5% | Added |
| Midwest Capital Advisors, LLC | 363 | $73.3K | 0.05% | +363 | New |
| JFS Wealth Advisors, LLC | 365 | $73.7K | 0.01% | +1+0.3% | Added |
| Valued Wealth Advisors LLC | 365 | $73.7K | 0.05% | +5+1.4% | Added |
| Centerpoint Advisors, LLC | 370 | $75.0K | 0.03% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 381 | $76.8K | 0.09% | +381 | New |
| Sugarloaf Wealth Management, LLC | 390 | $78.7K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 390 | $78.8K | 0.02% | +376+2,685.7% | Added |
| Medallion Wealth Advisors, LLC | 385 | $82.0K | 0.04% | +385 | New |
| Itau Unibanco Holding S.A. | 418 | $84.3K | 0.00% | +49+13.3% | Added |
| CNB Bank | 419 | $84.5K | 0.04% | −191−31.3% | Reduced |
| Sittner & Nelson, LLC | 420 | $84.8K | 0.04% | +7+1.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 421 | $85.0K | 0.03% | +312+286.2% | Added |
| IAG Wealth Partners, LLC | 423 | $85.4K | 0.02% | +22+5.5% | Added |
| TruNorth Capital Management, LLC | 430 | $86.8K | 0.02% | −85−16.5% | Reduced |
| CoreFirst Bank & Trust | 440 | $88.8K | 0.05% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 450 | $90.8K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 454 | $91.6K | 0.02% | −5−1.1% | Reduced |
| Hollencrest Capital Management | 467 | $94.3K | 0.00% | 00.0% | Unchanged |
