| Activest Wealth Management | 42 | $11.8K | 0.00% | +21+100.0% | Added |
| Albion Financial Group | 43 | $12.1K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 43 | $12.1K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 45 | $12.7K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 46 | $12.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 47 | $13.3K | 0.00% | −2,036−97.7% | Reduced |
| Kessler Investment Group, LLC | 47 | $13.3K | 0.01% | −22−31.9% | Reduced |
| Howard Hughes Medical Institute | 48 | $13.5K | 0.01% | +48 | New |
| Raleigh Capital Management Inc. | 49 | $13.7K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 49 | $13.7K | 0.00% | +3+6.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 50 | $14.1K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 50 | $14.1K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 50 | $14.1K | 0.01% | +50 | New |
| High Note Wealth, LLC | 51 | $14.4K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 51 | $14.4K | 0.02% | +14+37.8% | Added |
| Mid-American Wealth Advisory Group, Inc. | 52 | $14.7K | 0.01% | +52 | New |
| Bell Investment Advisors, Inc | 52 | $14.7K | 0.00% | +5+10.6% | Added |
| Roxbury Financial LLC | 56 | $15.8K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 60 | $16.9K | 0.00% | +60 | New |
| JNBA Financial Advisors | 61 | $17.2K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 61 | $17.2K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 61 | $17.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 62 | $17.5K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 66 | $18.6K | 0.01% | +53+407.7% | Added |
| Fortitude Family Office, LLC | 69 | $19.5K | 0.01% | −66−48.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 73 | $20.6K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 74 | $20.9K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 75 | $21.0K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 75 | $21.2K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 75 | $21.2K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 75 | $21.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 76 | $21.4K | 0.00% | −3−3.8% | Reduced |
| AdvisorNet Financial, Inc | 81 | $22.8K | 0.00% | −34−29.6% | Reduced |
| Aspect Partners, LLC | 81 | $22.8K | 0.01% | +43+113.2% | Added |
| Scarborough Advisors, LLC | 83 | $23.4K | 0.00% | +83 | New |
| Truvestments Capital LLC | 84 | $23.7K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 88 | $24.0K | 0.01% | +4+4.8% | Added |
| Matrix Trust Co | 95 | $27.0K | 0.00% | +27+39.7% | Added |
| SWAN Capital LLC | 96 | $27.1K | 0.01% | 00.0% | Unchanged |
| Traub Capital Management LLC | 99 | $27.9K | 0.03% | +99 | New |
| Roble, Belko & Company, Inc | 100 | $28.0K | 0.00% | −9−8.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 97 | $28.1K | 0.01% | +97 | New |
| Kelly Lawrence W & Associates Inc | 100 | $28.2K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 100 | $28.9K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 100 | $28.9K | 0.00% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 117 | $29.2K | 0.01% | −32−21.5% | Reduced |
| Pittenger & Anderson Inc | 105 | $29.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 105 | $29.9K | 0.01% | +73+228.1% | Added |
| GW&K Investment Management, LLC | 110 | $31.0K | 0.00% | +3+2.8% | Added |
| Financial Connections Group, Inc. | 110 | $31.0K | 0.01% | +35+46.7% | Added |
| Boreal Capital Management LLC | 110 | $31.0K | 0.03% | +110 | New |
| Financial Network Wealth Advisors LLC | 110 | $31.0K | 0.04% | +36+48.6% | Added |
| Citizens National Bank Trust Department | 112 | $31.6K | 0.01% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 116 | $33.0K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 120 | $33.8K | 0.02% | −15−11.1% | Reduced |
| Toth Financial Advisory Corp | 123 | $34.7K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 124 | $35.0K | 0.02% | +78+169.6% | Added |
| Ransom Advisory, Ltd | 125 | $35.3K | 0.02% | 00.0% | Unchanged |
| Union Savings Bank | 125 | $36.0K | 0.02% | −337−72.9% | Reduced |
| Cetera Trust Company, N.A | 128 | $36.1K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 130 | $36.7K | 0.03% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 132 | $37.3K | 0.05% | 00.0% | Unchanged |
| Newton One Investments LLC | 132 | $37.4K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 139 | $39.4K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 140 | $39.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 147 | $41.5K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 150 | $42.3K | 0.02% | +150 | New |
| Johnson Financial Group, Inc. | 153 | $43.2K | 0.00% | −121−44.2% | Reduced |
| WPG Advisers, LLC | 155 | $43.7K | 0.04% | −32−17.1% | Reduced |
| Proffitt & Goodson Inc | 160 | $45.1K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 162 | $45.7K | 0.00% | −72−30.8% | Reduced |
| CGC Financial Services, LLC | 162 | $45.7K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 160 | $46.4K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 165 | $46.5K | 0.02% | +39+31.0% | Added |
| TCTC Holdings, LLC | 170 | $48.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 173 | $48.9K | 0.01% | −2−1.1% | Reduced |
| Sunbelt Securities, Inc. | 169 | $49.1K | 0.00% | −47−21.8% | Reduced |
| Valued Wealth Advisors LLC | 175 | $49.4K | 0.03% | −35−16.7% | Reduced |
| Whipplewood Advisors, LLC | 178 | $50.2K | 0.03% | +47+35.9% | Added |
| Beacon Capital Management, LLC | 181 | $51.0K | 0.01% | +9+5.2% | Added |
| NewSquare Capital LLC | 181 | $51.1K | 0.00% | +87+92.6% | Added |
| Iron Horse Wealth Management, LLC | 182 | $51.3K | 0.02% | −1−0.5% | Reduced |
| Kozak & Associates, Inc. | 177 | $52.0K | 0.01% | −16−8.3% | Reduced |
| Investment Research & Advisory Group, Inc. | 185 | $52.2K | 0.02% | −25−11.9% | Reduced |
| Mascoma Wealth Management LLC | 186 | $52.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 188 | $53.1K | 0.00% | +4+2.2% | Added |
| MTM Investment Management, LLC | 190 | $53.6K | 0.02% | +190 | New |
| Plante Moran Financial Advisors, LLC | 191 | $53.8K | 0.00% | +4+2.1% | Added |
| Hilltop National Bank | 191 | $53.9K | 0.01% | +191 | New |
| Lowe Wealth Advisors, LLC | 200 | $56.4K | 0.02% | −16−7.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 200 | $59.0K | 0.02% | +200 | New |
| Sachetta, LLC | 211 | $59.5K | 0.02% | +15+7.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 214 | $60.4K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 216 | $60.9K | 0.04% | 00.0% | Unchanged |
| First United Bank Trust | 220 | $62.1K | 0.02% | −29−11.6% | Reduced |
| Bank of New Hampshire | 226 | $63.7K | 0.02% | −110−32.7% | Reduced |
| Deseret Mutual Benefit Administrators | 231 | $65.2K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 234 | $66.0K | 0.00% | −662−73.9% | Reduced |
| Bank of Jackson Hole Trust | 237 | $66.8K | 0.04% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 250 | $70.5K | 0.01% | 00.0% | Unchanged |