| Synergy Investment Management, LLC | 26 | $9.35K | 0.00% | +15+136.4% | Added |
| Albion Financial Group | 30 | $9.95K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 30 | $9.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $10.0K | 0.00% | −4−11.4% | Reduced |
| Princeton Global Asset Management LLC | 31 | $10.3K | 0.00% | +3+10.7% | Added |
| Bay Harbor Wealth Management, LLC | 31 | $10.3K | 0.00% | +8+34.8% | Added |
| Westfuller Advisors, LLC | 31 | $10.4K | 0.00% | −11−26.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 33 | $10.9K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 33 | $10.9K | 0.00% | +19+135.7% | Added |
| Ogorek Anthony Joseph | 36 | $11.0K | 0.00% | −1−2.7% | Reduced |
| Prosperity Bancshares Inc | 35 | $11.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 35 | $11.6K | 0.00% | +3+9.4% | Added |
| Kilter Group LLC | 36 | $11.9K | 0.00% | +6+20.0% | Added |
| Nvest Wealth Strategies, Inc. | 36 | $11.9K | 0.01% | +4+12.5% | Added |
| Highline Wealth Partners LLC | 37 | $12.3K | 0.00% | +7+23.3% | Added |
| South State Corp. | 38 | $12.6K | 0.00% | −15−28.3% | Reduced |
| Monetary Solutions, Ltd | 40 | $13.3K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 41 | $13.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $13.6K | 0.00% | −11−21.2% | Reduced |
| Raffa Wealth Management, LLC | 42 | $13.9K | 0.00% | +4+10.5% | Added |
| Lummis Asset Management, LP | 43 | $14.3K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 45 | $14.9K | 0.01% | −5−10.0% | Reduced |
| Bank of New Hampshire | 45 | $14.9K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 45 | $15.0K | 0.01% | −115−71.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 46 | $15.3K | 0.00% | +46 | New |
| Meeder Asset Management Inc | 48 | $15.9K | 0.00% | +10+26.3% | Added |
| Clear Street Markets LLC | 50 | $16.6K | 0.00% | +15+42.9% | Added |
| Ritter Daniher Financial Advisory LLC | 52 | $17.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 54 | $17.9K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 54 | $18.0K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 58 | $19.3K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $19.6K | 0.00% | −20−25.3% | Reduced |
| Arlington Trust Co LLC | 60 | $19.9K | 0.00% | +24+66.7% | Added |
| IFG Advisory, LLC | 61 | $20.3K | 0.00% | +61 | New |
| Trust Co of Toledo NA | 62 | $20.6K | 0.00% | −40−39.2% | Reduced |
| Washington Trust Advisors, Inc. | 62 | $20.6K | 0.00% | −31−33.3% | Reduced |
| Key Financial Inc | 64 | $21.2K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 64 | $21.2K | 0.02% | +3+4.9% | Added |
| Hughes Financial Services, LLC | 65 | $21.6K | 0.00% | +6+10.2% | Added |
| Silicon Valley Capital Partners | 67 | $22.3K | 0.00% | +67 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 68 | $22.6K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 69 | $23.7K | 0.00% | −33−32.4% | Reduced |
| Westside Investment Management, Inc. | 72 | $23.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 74 | $24.6K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 76 | $25.2K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 79 | $26.2K | 0.00% | +28+54.9% | Added |
| Action Point Financial Planning, LLC | 86 | $26.5K | 0.00% | +86 | New |
| Rational Advisors LLC | 80 | $26.5K | 0.00% | +8+11.1% | Added |
| Frazier Financial Advisors, LLC | 81 | $26.9K | 0.01% | −37−31.4% | Reduced |
| Fortitude Family Office, LLC | 81 | $26.9K | 0.01% | +7+9.5% | Added |
| Wilkerson Advisory Group LLC | 85 | $28.2K | 0.01% | +33+63.5% | Added |
| Kemnay Advisory Services Inc. | 89 | $29.5K | 0.00% | +5+6.0% | Added |
| Cornerstone Planning Group LLC | 84 | $29.6K | 0.00% | +6+7.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 90 | $29.9K | 0.01% | +61+210.3% | Added |
| UMA Financial Services, Inc. | 91 | $30.2K | 0.00% | +43+89.6% | Added |
| Millstone Evans Group, LLC | 92 | $30.5K | 0.02% | +2+2.2% | Added |
| Mascoma Wealth Management LLC | 94 | $31.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 94 | $31.2K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 97 | $32.2K | 0.00% | −7−6.7% | Reduced |
| Harbor Investment Advisory, LLC | 99 | $32.8K | 0.00% | −70−41.4% | Reduced |
| Joseph Group Capital Management | 99 | $32.8K | 0.01% | +38+62.3% | Added |
| TSFG, LLC | 99 | $33.0K | 0.00% | +7+7.6% | Added |
| Medallion Wealth Advisors, LLC | 100 | $33.2K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 103 | $34.2K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 108 | $35.8K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 111 | $36.8K | 0.03% | −100−47.4% | Reduced |
| Covestor Ltd | 114 | $38.0K | 0.02% | +8+7.5% | Added |
| Cornerstone Financial Management LLC | 120 | $39.8K | 0.03% | +14+13.2% | Added |
| Valley National Advisers Inc | 122 | $40.5K | 0.00% | +67+121.8% | Added |
| GW&K Investment Management, LLC | 134 | $44.0K | 0.00% | +11+8.9% | Added |
| Quent Capital, LLC | 135 | $44.8K | 0.00% | −42−23.7% | Reduced |
| Boyd Watterson Asset Management LLC | 138 | $45.8K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 140 | $46.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 148 | $49.0K | 0.00% | +75+102.7% | Added |
| Farmers & Merchants Investments Inc | 148 | $49.1K | 0.00% | −44−22.9% | Reduced |
| First United Bank Trust | 150 | $49.8K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 150 | $49.8K | 0.00% | +150 | New |
| Bruce G. Allen Investments, LLC | 153 | $50.7K | 0.03% | +29+23.4% | Added |
| SJS Investment Consulting Inc. | 156 | $51.7K | 0.01% | +27+20.9% | Added |
| Silver Grove Financial Group, Inc. | 157 | $52.1K | 0.03% | +155+7,750.0% | Added |
| Nemes Rush Group LLC | 159 | $52.8K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 162 | $53.7K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 164 | $54.4K | 0.01% | −1,002−85.9% | Reduced |
| St Germain D J Co Inc | 167 | $55.4K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 174 | $57.7K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 176 | $58.4K | 0.01% | +63+55.8% | Added |
| Cassaday & Co Wealth Management LLC | 177 | $58.7K | 0.00% | −13−6.8% | Reduced |
| Institute for Wealth Management, LLC. | 182 | $60.4K | 0.01% | +182 | New |
| Rosenberg Matthew Hamilton | 184 | $61.0K | 0.01% | −2−1.1% | Reduced |
| Hollencrest Capital Management | 185 | $61.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 189 | $62.7K | 0.01% | +189 | New |
| Group One Trading, L.P. | 200 | $66.3K | 0.00% | +200 | New |
| Cape Investment Advisory, Inc. | 201 | $66.7K | 0.02% | +201 | New |
| NBC Securities, Inc. | 206 | $68.3K | 0.00% | −1,383−87.0% | Reduced |
| Alerus Financial NA | 206 | $68.3K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 210 | $69.7K | 0.05% | 00.0% | Unchanged |
| Rossby Financial, LCC | 211 | $70.0K | 0.01% | +53+33.5% | Added |
| ZRC Wealth Management, LLC | 221 | $73.3K | 0.02% | +58+35.6% | Added |
| Eastern Bank | 224 | $74.3K | 0.00% | −45−16.7% | Reduced |
| Compagnie Lombard Odier SCmA | 231 | $76.6K | 0.00% | +231 | New |
