| Hughes Financial Services, LLC | 191 | $13.9K | 0.00% | +191 | New |
| Wiser Advisor Group LLC | 190 | $13.9K | 0.02% | −20−9.5% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 191 | $14.0K | 0.01% | +144+306.4% | Added |
| Old Second National Bank of Aurora | 200 | $14.7K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $14.7K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $14.7K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 200 | $14.7K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $14.7K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 207 | $15.2K | 0.01% | −95−31.5% | Reduced |
| Fairscale Capital, LLC | 212 | $15.6K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 212 | $15.6K | 0.00% | +5+2.4% | Added |
| 1 North Wealth Services LLC | 215 | $15.8K | 0.01% | +215 | New |
| CarsonAllaria Wealth Management, Ltd. | 218 | $16.0K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 219 | $16.1K | 0.01% | +219 | New |
| Tortoise Investment Management, LLC | 228 | $16.8K | 0.00% | −41−15.2% | Reduced |
| North Capital, Inc. | 229 | $16.8K | 0.02% | +229 | New |
| SOA Wealth Advisors, LLC. | 230 | $16.9K | 0.00% | +3+1.3% | Added |
| Clal Insurance Enterprises Holdings Ltd | 237 | $17.0K | 0.00% | +191+415.2% | Added |
| Creekmur Asset Management LLC | 234 | $17.2K | 0.00% | −55−19.0% | Reduced |
| Morton Brown Family Wealth, LLC | 244 | $17.9K | 0.01% | +124+103.3% | Added |
| Richardson Financial Services Inc. | 249 | $18.3K | 0.01% | +193+344.6% | Added |
| Pingora Partners LLC | 250 | $18.4K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 250 | $18.4K | 0.01% | +250 | New |
| Strengthening Families & Communities, LLC | 240 | $18.7K | 0.01% | +240 | New |
| DT Investment Partners, LLC | 260 | $19.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 260 | $19.1K | 0.02% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 264 | $19.4K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 267 | $19.6K | 0.01% | +3+1.1% | Added |
| Clear Investment Research, LLC | 280 | $20.6K | 0.03% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 283 | $20.8K | 0.01% | +283 | New |
| Creative Financial Designs Inc | 299 | $22.0K | 0.00% | +246+464.2% | Added |
| GHP Investment Advisors, Inc. | 300 | $22.1K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 300 | $22.1K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $22.1K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 305 | $22.4K | 0.00% | +122+66.7% | Added |
| Roble, Belko & Company, Inc | 314 | $23.0K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 313 | $23.0K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 329 | $24.0K | 0.02% | +329 | New |
| Cherry Tree Wealth Management, LLC | 334 | $24.5K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 348 | $25.6K | 0.00% | +267+329.6% | Added |
| LMR Partners LLP | 350 | $25.7K | 0.00% | −141,612−99.8% | Reduced |
| Westside Investment Management, Inc. | 350 | $25.7K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 350 | $25.7K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 351 | $25.8K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 350 | $26.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 365 | $27.0K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 373 | $27.4K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 375 | $27.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 386 | $28.4K | 0.00% | +289+297.9% | Added |
| Nordwand Advisors, LLC | 400 | $29.4K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 400 | $29.4K | 0.01% | +400 | New |
| Banque Transatlantique SA | 402 | $29.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 411 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 414 | $30.0K | 0.01% | +5+1.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 415 | $30.5K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 416 | $30.6K | 0.01% | +340+447.4% | Added |
| Arlington Trust Co LLC | 422 | $31.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 440 | $32.3K | 0.01% | −141−24.3% | Reduced |
| Raffa Wealth Management, LLC | 441 | $32.4K | 0.01% | −103−18.9% | Reduced |
| Catalyst Capital Advisors LLC | 449 | $33.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 470 | $34.5K | 0.02% | +3+0.6% | Added |
| Estabrook Capital Management | 475 | $34.9K | 0.01% | 00.0% | Unchanged |
| Binnacle Investments Inc | 484 | $35.6K | 0.03% | +484 | New |
| FIL Ltd | 499 | $36.7K | 0.00% | +10+2.0% | Added |
| CoreCap Advisors, LLC | 499 | $36.7K | 0.00% | −143−22.3% | Reduced |
| MPWM Advisory Solutions, LLC | 500 | $36.8K | 0.03% | +500 | New |
| Caitong International Asset Management Co., Ltd | 509 | $37.4K | 0.03% | +509 | New |
| Cedar Wealth Management, LLC | 534 | $39.2K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 536 | $39.4K | 0.01% | +60+12.6% | Added |
| Silicon Valley Capital Partners | 560 | $41.3K | 0.01% | +8+1.4% | Added |
| Hollencrest Capital Management | 600 | $44.1K | 0.00% | −92−13.3% | Reduced |
| Washington Trust Co | 600 | $44.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 608 | $44.7K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 642 | $47.2K | 0.01% | +642 | New |
| Cornerstone Planning Group LLC | 695 | $47.6K | 0.01% | +554+392.9% | Added |
| ORG Partners LLC | 669 | $48.6K | 0.01% | +9+1.4% | Added |
| Indiana Trust & Investment Management CO | 681 | $50.1K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 712 | $52.3K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 750 | $55.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 751 | $55.2K | 0.01% | +275+57.8% | Added |
| Frazier Financial Advisors, LLC | 762 | $56.0K | 0.04% | 00.0% | Unchanged |
| General Partner, Inc. | 768 | $56.4K | 0.04% | 00.0% | Unchanged |
| Adirondack Trust Co | 778 | $57.2K | 0.02% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 781 | $57.4K | 0.01% | +200+34.4% | Added |
| Pinnacle Holdings, LLC | 800 | $58.8K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 807 | $59.3K | 0.00% | +536+197.8% | Added |
| S&T Bank | 808 | $59.4K | 0.02% | +808 | New |
| Golden State Wealth Management, LLC | 822 | $60.4K | 0.01% | −13−1.6% | Reduced |
| Crews Bank & Trust | 836 | $61.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 839 | $61.6K | 0.01% | +1+0.1% | Added |
| Banque Cantonale Vaudoise | 843 | $62.0K | 0.00% | +843 | New |
| Sierra Ocean, LLC | 871 | $64.1K | 0.05% | −44−4.8% | Reduced |
| Continuum Advisory, LLC | 883 | $64.9K | 0.01% | −407−31.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 885 | $65.0K | 0.01% | +885 | New |
| Avalon Trust Co | 886 | $65.1K | 0.01% | +536+153.1% | Added |
| Truvestments Capital LLC | 887 | $65.2K | 0.01% | +744+520.3% | Added |
| Trust Co of Vermont | 892 | $65.6K | 0.00% | −312−25.9% | Reduced |
| Sound Income Strategies, LLC | 892 | $65.6K | 0.00% | −78−8.0% | Reduced |
| Centerpoint Advisors, LLC | 900 | $66.0K | 0.02% | 00.0% | Unchanged |