| Baldwin Brothers Inc | 24 | $20.0K | 0.00% | −2−7.7% | Reduced |
| Albion Financial Group | 24 | $20.0K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 24 | $20.0K | 0.01% | +24 | New |
| REAP Financial Group, LLC | 24 | $20.0K | 0.00% | +24 | New |
| Asset Management One Co.,Ltd. | 25 | $20.8K | 0.00% | +1+4.2% | Added |
| Financial Avengers, Inc. | 25 | $20.8K | 0.01% | +20+400.0% | Added |
| Trifecta Capital Advisors, LLC | 25 | $20.8K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 25 | $21.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 32 | $21.6K | 0.01% | −23−41.8% | Reduced |
| Cassady Schiller Wealth Management, LLC | 26 | $21.7K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 27 | $22.5K | 0.00% | +2+8.0% | Added |
| Kathleen S. Wright Associates Inc. | 30 | $25.0K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 30 | $25.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 30 | $25.0K | 0.01% | +6+25.0% | Added |
| Fairway Wealth LLC | 30 | $25.0K | 0.01% | +30 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 31 | $25.8K | 0.04% | −47−60.3% | Reduced |
| Atlantic Private Wealth, LLC | 32 | $26.3K | 0.02% | +1+3.2% | Added |
| Sugarloaf Wealth Management, LLC | 33 | $27.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 33 | $27.5K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 34 | $28.0K | 0.01% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 34 | $28.3K | 0.01% | +34 | New |
| Prestige Wealth Management Group LLC | 35 | $29.2K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 35 | $29.2K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 36 | $29.5K | 0.00% | +20+125.0% | Added |
| Mar Vista Investment Partners LLC | 36 | $30.0K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 36 | $30.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 36 | $30.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 36 | $30.0K | 0.01% | +4+12.5% | Added |
| Jackson Square Partners, LLC | 36 | $30.0K | 0.00% | +36 | New |
| Ogorek Anthony Joseph | 37 | $30.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 36 | $30.0K | 0.01% | +9+33.3% | Added |
| Bullock Wealth Management Group | 37 | $30.4K | 0.02% | −3−7.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 37 | $30.8K | 0.00% | +1+2.8% | Added |
| Ridgewood Investments LLC | 38 | $31.7K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $31.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 40 | $33.3K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41 | $34.5K | 0.00% | +12+41.4% | Added |
| Rocky Mountain Advisers, LLC | 42 | $35.0K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 42 | $35.0K | 0.00% | −50−54.3% | Reduced |
| Legacy Investment Solutions, LLC | 53 | $35.7K | 0.02% | +53 | New |
| Legacy Wealth Managment, LLC | 53 | $35.7K | 0.02% | +53 | New |
| Ritter Daniher Financial Advisory LLC | 43 | $35.8K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 44 | $36.7K | 0.03% | −37−45.7% | Reduced |
| Thompson Investment Management, Inc. | 45 | $37.5K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 45 | $37.5K | 0.01% | +3+7.1% | Added |
| Glen Eagle Advisors, LLC | 46 | $38.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 47 | $39.2K | 0.02% | +15+46.9% | Added |
| Sachetta, LLC | 48 | $40.0K | 0.02% | +48 | New |
| First Financial Corp | 50 | $41.7K | 0.02% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 51 | $42.5K | 0.00% | −30−37.0% | Reduced |
| Raffa Wealth Management, LLC | 52 | $43.3K | 0.01% | +7+15.6% | Added |
| Pacific Capital Wealth Advisors, Inc | 52 | $43.3K | 0.01% | +29+126.1% | Added |
| Itau Unibanco Holding S.A. | 52 | $43.3K | 0.00% | +52 | New |
| Skopos Labs, Inc. | 52 | $43.3K | 0.01% | +52 | New |
| Washington Trust Advisors, Inc. | 53 | $43.8K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 53 | $44.2K | 0.02% | +43+430.0% | Added |
| Kimelman & Baird, LLC | 55 | $45.8K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 55 | $46.0K | 0.03% | −381−87.4% | Reduced |
| GW&K Investment Management, LLC | 55 | $46.0K | 0.00% | +2+3.8% | Added |
| Cornerstone Planning Group LLC | 67 | $47.9K | 0.01% | +14+26.4% | Added |
| FWL Investment Management, LLC | 60 | $50.0K | 0.02% | −5−7.7% | Reduced |
| Armstrong Advisory Group, Inc | 61 | $50.8K | 0.00% | +12+24.5% | Added |
| Morse Asset Management, Inc | 62 | $51.7K | 0.01% | +62 | New |
| J. Stern & Co. LLP | 62 | $51.7K | 0.01% | +62 | New |
| Redmont Wealth Advisors LLC | 64 | $53.3K | 0.08% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 65 | $54.2K | 0.01% | +37+132.1% | Added |
| Adirondack Trust Co | 66 | $55.0K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 66 | $55.0K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 69 | $57.5K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 71 | $59.2K | 0.00% | −15−17.4% | Reduced |
| Provenance Wealth Advisors, LLC | 72 | $60.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 73 | $60.8K | 0.05% | +40+121.2% | Added |
| Ashton Thomas Securities, LLC | 73 | $60.8K | 0.01% | +73 | New |
| Foster Dykema Cabot & Partners, LLC | 73 | $60.8K | 0.01% | +73 | New |
| Tortoise Investment Management, LLC | 74 | $61.7K | 0.01% | +37+100.0% | Added |
| Compass Wealth Management LLC | 76 | $63.3K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 76 | $63.3K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 76 | $63.3K | 0.01% | +76 | New |
| Carolinas Wealth Consulting LLC | 80 | $66.3K | 0.01% | −1−1.2% | Reduced |
| Piscataqua Savings Bank | 80 | $66.7K | 0.06% | +20+33.3% | Added |
| Bruce G. Allen Investments, LLC | 80 | $66.7K | 0.05% | +14+21.2% | Added |
| Creative Financial Designs Inc | 80 | $66.7K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 81 | $68.2K | 0.01% | +48+145.5% | Added |
| Frazier Financial Advisors, LLC | 90 | $75.0K | 0.06% | −8−8.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 90 | $75.0K | 0.04% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 91 | $75.8K | 0.04% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 91 | $75.8K | 0.00% | +31+51.7% | Added |
| General Partner, Inc. | 95 | $79.2K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 96 | $80.0K | 0.01% | +27+39.1% | Added |
| South State Corp. | 98 | $81.7K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 99 | $82.5K | 0.03% | +24+32.0% | Added |
| Ameliora Wealth Management Ltd. | 100 | $83.3K | 0.03% | 00.0% | Unchanged |
| Optimum Investment Advisors | 105 | $87.5K | 0.04% | −70−40.0% | Reduced |
| Beacon Capital Management, LLC | 105 | $87.5K | 0.01% | +15+16.7% | Added |
| Harbor Investment Advisory, LLC | 108 | $90.0K | 0.01% | −29−21.2% | Reduced |
| Eagle Bay Advisors LLC | 110 | $91.7K | 0.04% | +12+12.2% | Added |
| Bogart Wealth, LLC | 110 | $91.7K | 0.00% | +21+23.6% | Added |
| WealthCollab, LLC | 114 | $95.0K | 0.06% | +4+3.6% | Added |
| Main Street Group, LTD | 115 | $95.8K | 0.04% | 00.0% | Unchanged |
| NBC Securities, Inc. | 116 | $96.0K | 0.01% | +32+38.1% | Added |