| Keystone Global Partners, LLC | 20 | $13.3K | 0.01% | +20 | New |
| Laurel Wealth Advisors LLC | 20 | $13.3K | 0.00% | −16−44.4% | Reduced |
| Old Point Trust & Financial Services N A | 20 | $13.3K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 20 | $13.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $13.3K | 0.01% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 20 | $13.9K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 21 | $13.9K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 21 | $13.9K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 22 | $14.6K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 22 | $14.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 22 | $14.8K | 0.00% | +3+15.8% | Added |
| Park Square Financial Group, LLC | 23 | $15.2K | 0.01% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 24 | $15.9K | 0.01% | −4−14.3% | Reduced |
| NewSquare Capital LLC | 24 | $15.9K | 0.00% | +13+118.2% | Added |
| Riggs Asset Managment Co. Inc. | 25 | $16.6K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 25 | $16.6K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 25 | $16.6K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 25 | $16.6K | 0.01% | +5+25.0% | Added |
| Park Circle Co | 25 | $16.6K | 0.01% | +25 | New |
| BankPlus Trust Department | 25 | $16.6K | 0.01% | +25 | New |
| North Capital, Inc. | 25 | $16.6K | 0.02% | +25 | New |
| Sound Income Strategies, LLC | 25 | $16.6K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 28 | $18.0K | 0.01% | +28 | New |
| Carolinas Wealth Consulting LLC | 27 | $18.1K | 0.00% | +3+12.5% | Added |
| Tortoise Investment Management, LLC | 28 | $18.6K | 0.00% | −57−67.1% | Reduced |
| Creekmur Asset Management LLC | 28 | $18.6K | 0.00% | −17−37.8% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 29 | $19.0K | 0.02% | +29 | New |
| Birchbrook, Inc. | 30 | $19.9K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 30 | $19.9K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 30 | $20.0K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 31 | $20.5K | 0.01% | −4−11.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 31 | $20.5K | 0.04% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 32 | $21.0K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $21.2K | 0.01% | −8−20.0% | Reduced |
| Stonebridge Financial Group, LLC | 32 | $21.2K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 32 | $21.8K | 0.00% | −5−13.5% | Reduced |
| Bell Investment Advisors, Inc | 33 | $21.9K | 0.00% | −2−5.7% | Reduced |
| City Holding Co | 34 | $22.5K | 0.00% | +34 | New |
| Blume Capital Management, Inc. | 34 | $22.5K | 0.01% | +5+17.2% | Added |
| Tanglewood Legacy Advisors, LLC | 35 | $23.2K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 35 | $23.2K | 0.01% | +20+133.3% | Added |
| Albion Financial Group | 36 | $23.9K | 0.00% | −20−35.7% | Reduced |
| Trust Co of Vermont | 36 | $23.9K | 0.00% | −8−18.2% | Reduced |
| Kennebec Savings Bank | 36 | $23.9K | 0.03% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 36 | $23.9K | 0.02% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 36 | $23.9K | 0.01% | +36 | New |
| Ogorek Anthony Joseph | 37 | $24.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $25.2K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 38 | $25.2K | 0.03% | +29+322.2% | Added |
| Prestige Wealth Management Group LLC | 39 | $25.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 39 | $26.1K | 0.01% | −71−64.5% | Reduced |
| Fairway Wealth LLC | 40 | $26.5K | 0.01% | +10+33.3% | Added |
| Robinswood Financial LLC | 40 | $26.5K | 0.01% | +40 | New |
| ZRC Wealth Management, LLC | 40 | $26.5K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 41 | $27.0K | 0.00% | +41 | New |
| Rocky Mountain Advisers, LLC | 42 | $27.8K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 45 | $29.8K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 46 | $30.4K | 0.00% | +1+2.2% | Added |
| Archer Investment Corp | 47 | $31.2K | 0.01% | 00.0% | Unchanged |
| Knuff & Co LLC | 50 | $33.1K | 0.01% | +50 | New |
| Raffa Wealth Management, LLC | 51 | $33.8K | 0.01% | −7−12.1% | Reduced |
| Wayfinding Financial, LLC | 53 | $35.0K | 0.02% | +53 | New |
| GW&K Investment Management, LLC | 55 | $36.0K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 55 | $36.4K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 59 | $39.1K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 60 | $39.8K | 0.00% | +60 | New |
| Pinnacle Bancorp, Inc. | 63 | $41.7K | 0.01% | +63 | New |
| Financial Network Wealth Management LLC | 64 | $42.0K | 0.01% | +64 | New |
| Alpine Bank Wealth Management | 65 | $43.1K | 0.01% | +65 | New |
| Adirondack Trust Co | 66 | $43.7K | 0.02% | 00.0% | Unchanged |
| Pingora Partners LLC | 66 | $43.7K | 0.03% | 00.0% | Unchanged |
| Investment Management Corp | 67 | $44.2K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 67 | $44.4K | 0.01% | −286−81.0% | Reduced |
| Compass Wealth Management LLC | 68 | $45.1K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 68 | $45.1K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 69 | $45.7K | 0.00% | −2−2.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 69 | $45.7K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 70 | $46.4K | 0.01% | +11+18.6% | Added |
| Provenance Wealth Advisors, LLC | 72 | $47.7K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 72 | $47.7K | 0.01% | +13+22.0% | Added |
| First Community Trust NA | 73 | $48.4K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 75 | $50.1K | 0.02% | +5+7.1% | Added |
| Hughes Financial Services, LLC | 78 | $52.1K | 0.01% | +78 | New |
| Garde Capital, Inc. | 79 | $52.3K | 0.00% | +79 | New |
| Bradley & Co. Private Wealth Management, LLC | 84 | $55.7K | 0.04% | +10+13.5% | Added |
| Bruce G. Allen Investments, LLC | 86 | $57.0K | 0.05% | +10+13.2% | Added |
| Promus Capital, LLC | 86 | $57.2K | 0.04% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 89 | $59.3K | 0.02% | −1−1.1% | Reduced |
| Ransom Advisory, Ltd | 91 | $60.3K | 0.03% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 92 | $61.0K | 0.04% | +92 | New |
| Legacy Wealth Managment, LLC | 98 | $64.9K | 0.05% | −4−3.9% | Reduced |
| Capital Advisors, Ltd. LLC | 99 | $66.0K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $66.3K | 0.03% | 00.0% | Unchanged |
| Value Aligned Research Advisors, LLC | 100 | $66.3K | 0.01% | +100 | New |
| Proathlete Wealth Management LLC | 102 | $67.6K | 0.02% | +102 | New |
| CX Institutional | 103 | $68.0K | 0.00% | +103 | New |
| Optimum Investment Advisors | 105 | $69.6K | 0.03% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 105 | $69.6K | 0.01% | +9+9.4% | Added |
| NBC Securities, Inc. | 107 | $70.0K | 0.01% | +107 | New |
