| Grove Bank & Trust | 92 | $10.9K | 0.00% | −2−2.1% | Reduced |
| Raffa Wealth Management, LLC | 92 | $10.9K | 0.00% | +6+7.0% | Added |
| High Note Wealth, LLC | 98 | $11.6K | 0.00% | +68+226.7% | Added |
| SHP Wealth Management | 99 | $11.7K | 0.00% | −58−36.9% | Reduced |
| MB, Levis & Associates, LLC | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 100 | $11.8K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 100 | $11.8K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 100 | $11.8K | 0.00% | +100 | New |
| Union Savings Bank | 100 | $11.8K | 0.00% | +100 | New |
| Harel Insurance Investments & Financial Services Ltd. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 103 | $12.0K | 0.00% | +10+10.8% | Added |
| GGM Financials LLC | 102 | $12.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 103 | $12.2K | 0.01% | +64+164.1% | Added |
| TD Capital Management LLC | 104 | $12.3K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 105 | $12.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 107 | $12.7K | 0.00% | +31+40.8% | Added |
| Action Point Financial Planning, LLC | 114 | $12.7K | 0.00% | +114 | New |
| Ameriflex Group, Inc. | 111 | $13.1K | 0.01% | −62−35.8% | Reduced |
| Archer Investment Corp | 112 | $13.3K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 113 | $13.4K | 0.01% | +113 | New |
| IMG Wealth Management, Inc. | 114 | $13.5K | 0.01% | +28+32.6% | Added |
| HM Payson & Co | 115 | $13.6K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 115 | $13.6K | 0.01% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 119 | $14.1K | 0.01% | +119 | New |
| ZRC Wealth Management, LLC | 120 | $14.2K | 0.00% | +103+605.9% | Added |
| Creative Financial Designs Inc | 122 | $14.4K | 0.00% | +122 | New |
| Asset Dedication, LLC | 123 | $14.6K | 0.00% | −338−73.3% | Reduced |
| Retirement Wealth Solutions LLC | 124 | $14.7K | 0.01% | 00.0% | Unchanged |
| Axxion S.A. | 126 | $14.9K | 0.00% | +126 | New |
| Planning Strategies Inc. | 126 | $14.9K | 0.01% | +126 | New |
| Joseph Group Capital Management | 127 | $15.0K | 0.00% | +32+33.7% | Added |
| Bell Investment Advisors, Inc | 132 | $15.6K | 0.00% | +5+3.9% | Added |
| Kemnay Advisory Services Inc. | 138 | $16.3K | 0.00% | +2+1.5% | Added |
| MV Capital Management, Inc. | 138 | $16.3K | 0.00% | +16+13.1% | Added |
| Dogwood Wealth Management LLC | 142 | $16.8K | 0.01% | +44+44.9% | Added |
| Hazlett, Burt & Watson, Inc. | 149 | $17.0K | 0.00% | −103−40.9% | Reduced |
| Old Point Trust & Financial Services N A | 145 | $17.2K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 150 | $17.7K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 165 | $19.5K | 0.00% | +41+33.1% | Added |
| Evolution Wealth Management Inc. | 166 | $19.7K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 172 | $20.4K | 0.00% | +125+266.0% | Added |
| Private Wealth Asset Management, LLC | 175 | $20.7K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 176 | $20.8K | 0.00% | +176 | New |
| Roble, Belko & Company, Inc | 176 | $21.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 181 | $21.4K | 0.01% | +86+90.5% | Added |
| JPL Wealth Management, LLC | 181 | $21.4K | 0.00% | +15+9.0% | Added |
| Highland Investment Advisors LLC | 187 | $22.1K | 0.01% | +187 | New |
| Fortitude Family Office, LLC | 189 | $22.4K | 0.00% | +53+39.0% | Added |
| Roxbury Financial LLC | 201 | $23.8K | 0.02% | −668−76.9% | Reduced |
| BFSG, LLC | 209 | $24.7K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 210 | $24.8K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 220 | $26.0K | 0.00% | +1+0.5% | Added |
| GW&K Investment Management, LLC | 223 | $26.0K | 0.00% | +31+16.1% | Added |
| JFS Wealth Advisors, LLC | 222 | $26.3K | 0.00% | +5+2.3% | Added |
| Wilkerson Advisory Group LLC | 223 | $26.4K | 0.01% | +36+19.3% | Added |
| Downshift Financial, LLC | 237 | $28.1K | 0.01% | +237 | New |
| Bartlett & Co. Wealth Management LLC | 242 | $28.6K | 0.00% | +48+24.7% | Added |
| MCF Advisors LLC | 243 | $28.8K | 0.00% | −5−2.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 257 | $30.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 257 | $30.4K | 0.00% | +257 | New |
| Keating Financial Advisory Services, Inc. | 261 | $30.9K | 0.00% | +130+99.2% | Added |
| Wolff Wiese Magana LLC | 262 | $31.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 265 | $31.4K | 0.00% | +265 | New |
| Park Place Capital Corp | 283 | $33.5K | 0.01% | −7,794−96.5% | Reduced |
| Greykasell Wealth Strategies, Inc. | 290 | $34.3K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 297 | $35.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 298 | $35.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 300 | $35.5K | 0.00% | +300 | New |
| City Holding Co | 305 | $36.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 308 | $36.4K | 0.00% | +12+4.1% | Added |
| Owl Creek Wealth Partners LLC | 309 | $36.6K | 0.01% | +11+3.7% | Added |
| Darwin Advisors, LLC | 311 | $36.9K | 0.01% | +1+0.3% | Added |
| Bay Harbor Wealth Management, LLC | 314 | $37.1K | 0.01% | +29+10.2% | Added |
| N.E.W. Advisory Services LLC | 321 | $38.0K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 338 | $40.2K | 0.02% | −9−2.6% | Reduced |
| Horizon Financial Services, LLC | 365 | $43.2K | 0.02% | +139+61.5% | Added |
| Colonial Trust Co | 369 | $43.6K | 0.01% | +147+66.2% | Added |
| Quarry LP | 370 | $43.8K | 0.01% | +130+54.2% | Added |
| Center for Financial Planning, Inc. | 372 | $44.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 384 | $45.4K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 393 | $46.5K | 0.02% | +17+4.5% | Added |
| Deseret Mutual Benefit Administrators | 397 | $47.0K | 0.02% | +79+24.8% | Added |
| Atlantic Union Bankshares Corp | 399 | $47.2K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 400 | $47.3K | 0.02% | −875−68.6% | Reduced |
| Banque Transatlantique SA | 400 | $47.3K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 418 | $49.4K | 0.01% | +418 | New |
| Pinnacle Wealth Planning Services, Inc. | 419 | $49.6K | 0.00% | +107+34.3% | Added |
| Proathlete Wealth Management LLC | 426 | $50.4K | 0.01% | +1+0.2% | Added |
| Intesa Sanpaolo Wealth Management | 480 | $56.8K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 503 | $59.5K | 0.01% | −1,749−77.7% | Reduced |
| Generali Asset Management SPA SGR | 525 | $62.1K | 0.00% | −20,818−97.5% | Reduced |
| Salomon & Ludwin, LLC | 530 | $62.8K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 534 | $63.2K | 0.09% | 00.0% | Unchanged |
| Mosley Wealth Management | 536 | $63.4K | 0.02% | −4,430−89.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 550 | $65.1K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 550 | $65.1K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 568 | $67.2K | 0.03% | +568 | New |
| First Command Advisory Services, Inc. | 595 | $70.4K | 0.00% | +519+682.9% | Added |
| Cornerstone Planning Group LLC | 594 | $70.7K | 0.01% | +24+4.2% | Added |
| Capital Analysts, LLC | 609 | $72.0K | 0.00% | 00.0% | Unchanged |
