| Merkkuri Wealth Advisors LLC | 15 | $19.8K | 0.01% | +15 | New |
| REAP Financial Group, LLC | 15 | $19.8K | 0.00% | +15 | New |
| MJT & Associates Financial Advisory Group, Inc. | 15 | $19.8K | 0.01% | −2−11.8% | Reduced |
| Hoey Investments, Inc | 15 | $19.8K | 0.00% | +5+50.0% | Added |
| MPWM Advisory Solutions, LLC | 15 | $19.8K | 0.01% | 00.0% | Unchanged |
| Alerus Financial NA | 16 | $21.1K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 16 | $21.1K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 16 | $21.1K | 0.00% | −5−23.8% | Reduced |
| American Capital Advisory, LLC | 16 | $21.1K | 0.01% | +11+220.0% | Added |
| Plante Moran Financial Advisors, LLC | 17 | $22.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 17 | $22.5K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 17 | $22.7K | 0.00% | +3+21.4% | Added |
| Armstrong Advisory Group, Inc | 19 | $25.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 19 | $25.1K | 0.00% | +1+5.6% | Added |
| Gen-Wealth Partners Inc | 19 | $25.1K | 0.01% | +3+18.8% | Added |
| Blume Capital Management, Inc. | 20 | $26.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 20 | $26.4K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 20 | $26.4K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $26.4K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 20 | $26.4K | 0.01% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 20 | $26.4K | 0.02% | +1+5.3% | Added |
| MV Capital Management, Inc. | 20 | $26.4K | 0.00% | +10+100.0% | Added |
| Tacita Capital Inc | 21 | $27.7K | 0.02% | 00.0% | Unchanged |
| Retiremitten Financial LLC | 21 | $27.7K | 0.01% | +21 | New |
| Kilter Group LLC | 21 | $27.7K | 0.01% | +11+110.0% | Added |
| University of Texas/Texas Am Investment Managment Co | 22 | $29.1K | 0.00% | −664−96.8% | Reduced |
| Founders Capital Management | 22 | $29.1K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $29.1K | 0.01% | +5+29.4% | Added |
| Rialto Wealth Management, LLC | 22 | $29.1K | 0.01% | +3+15.8% | Added |
| Sankala Group LLC | 22 | $29.2K | 0.02% | −4−15.4% | Reduced |
| Quent Capital, LLC | 23 | $30.4K | 0.00% | −102−81.6% | Reduced |
| Nemes Rush Group LLC | 23 | $30.4K | 0.00% | +1+4.5% | Added |
| Fourth Dimension Wealth, LLC | 24 | $31.7K | 0.01% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 24 | $31.7K | 0.03% | +24 | New |
| Resources Management Corp | 25 | $33.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 25 | $33.0K | 0.01% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 26 | $34.1K | 0.01% | +5+23.8% | Added |
| Kingdom Financial Group LLC. | 26 | $34.1K | 0.01% | +10+62.5% | Added |
| Cornerstone Financial Management LLC | 26 | $34.3K | 0.03% | +2+8.3% | Added |
| Principia Wealth Advisory, LLC | 26 | $34.3K | 0.02% | +7+36.8% | Added |
| Caitlin John, LLC | 27 | $35.8K | 0.02% | −15−35.7% | Reduced |
| Fortitude Family Office, LLC | 28 | $37.0K | 0.01% | −4−12.5% | Reduced |
| Atwood & Palmer Inc | 28 | $37.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 29 | $37.6K | 0.00% | +29 | New |
| Chesapeake Asset Management LLC | 29 | $38.3K | 0.03% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 29 | $38.5K | 0.02% | −118−80.3% | Reduced |
| Stance Capital LLC | 29 | $38.8K | 0.02% | +29 | New |
| WFA of San Diego, LLC | 30 | $39.6K | 0.03% | 00.0% | Unchanged |
| Birchbrook, Inc. | 30 | $39.6K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 30 | $39.6K | 0.00% | +3+11.1% | Added |
| RMG Wealth Management LLC | 26 | $40.7K | 0.00% | +16+160.0% | Added |
| Tower Trust & Investment Co | 31 | $40.9K | 0.03% | +31 | New |
| Retirement Wealth Solutions LLC | 31 | $40.9K | 0.03% | +4+14.8% | Added |
| Gill Capital Partners, LLC | 31 | $40.9K | 0.01% | +31 | New |
| DT Investment Partners, LLC | 31 | $40.9K | 0.00% | +31 | New |
| Beaird Harris Wealth Management, LLC | 31 | $41.4K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 32 | $42.3K | 0.38% | −17−34.7% | Reduced |
| Bruce G. Allen Investments, LLC | 32 | $42.3K | 0.03% | −14−30.4% | Reduced |
| Catalyst Capital Advisors LLC | 32 | $42.3K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 32 | $42.3K | 0.04% | +32 | New |
| Bullock Wealth Management Group | 32 | $43.5K | 0.02% | 00.0% | Unchanged |
| Optiver Holding B.V. | 33 | $43.6K | 0.00% | −5,595−99.4% | Reduced |
| Princeton Global Asset Management LLC | 33 | $43.6K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $46.0K | 0.03% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 35 | $46.2K | 0.01% | −1,540−97.8% | Reduced |
| North Ridge Wealth Advisors, Inc. | 36 | $47.5K | 0.03% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 36 | $47.5K | 0.01% | +1+2.9% | Added |
| Ogorek Anthony Joseph | 37 | $48.0K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 38 | $50.2K | 0.04% | +7+22.6% | Added |
| Abound Wealth Management | 39 | $51.5K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 40 | $52.8K | 0.01% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 40 | $52.8K | 0.04% | 00.0% | Unchanged |
| Robinswood Financial LLC | 40 | $52.8K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 43 | $55.0K | 0.00% | +43 | New |
| Rocky Mountain Advisers, LLC | 42 | $55.5K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 43 | $56.8K | 0.01% | +43 | New |
| Archer Investment Corp | 44 | $58.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $59.4K | 0.01% | −3−6.3% | Reduced |
| Thompson Investment Management, Inc. | 45 | $59.4K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 45 | $59.6K | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 46 | $60.8K | 0.06% | 00.0% | Unchanged |
| Essential Partners LLC | 47 | $62.1K | 0.02% | +8+20.5% | Added |
| Kennebec Savings Bank | 48 | $63.4K | 0.06% | +3+6.7% | Added |
| Signature Equity Partners, LLC | 48 | $63.6K | 0.03% | +8+20.0% | Added |
| Prudent Man Investment Management, Inc. | 60 | $64.2K | 0.02% | 00.0% | Unchanged |
| Wellington Grp LLC | 49 | $64.7K | 0.02% | −35−41.7% | Reduced |
| Wolff Wiese Magana LLC | 49 | $64.7K | 0.04% | +33+206.3% | Added |
| Ankerstar Wealth, LLC | 50 | $66.0K | 0.07% | −48−49.0% | Reduced |
| TD Capital Management LLC | 51 | $67.5K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 51 | $67.8K | 0.01% | +20+64.5% | Added |
| Fairscale Capital, LLC | 52 | $68.7K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 53 | $70.0K | 0.01% | +53 | New |
| SJS Investment Consulting Inc. | 53 | $70.0K | 0.01% | +9+20.5% | Added |
| Rachor Investment Advisory Services, LLC | 53 | $70.6K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 54 | $71.3K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 55 | $72.6K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 59 | $77.9K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 59 | $77.9K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 60 | $79.3K | 0.02% | −14−18.9% | Reduced |
| Financial Avengers, Inc. | 60 | $79.3K | 0.04% | 00.0% | Unchanged |