| Financial Management Professionals, Inc. | 44 | $11.7K | 0.00% | +10+29.4% | Added |
| Cetera Trust Company, N.A | 49 | $13.0K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $13.3K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 50 | $13.3K | 0.01% | 00.0% | Unchanged |
| North Capital, Inc. | 50 | $13.3K | 0.01% | +50 | New |
| Highline Wealth Partners LLC | 51 | $13.5K | 0.00% | −11−17.7% | Reduced |
| Asset Dedication, LLC | 52 | $13.8K | 0.00% | +3+6.1% | Added |
| Stone House Investment Management, LLC | 53 | $14.1K | 0.00% | +53 | New |
| Westside Investment Management, Inc. | 60 | $15.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 60 | $15.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 60 | $15.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 60 | $15.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 61 | $16.0K | 0.00% | +43+238.9% | Added |
| Beacon Capital Management, LLC | 61 | $16.2K | 0.00% | +2+3.4% | Added |
| BNP Paribas | 62 | $16.4K | 0.00% | +62 | New |
| Creative Financial Designs Inc | 63 | $16.8K | 0.00% | +40+173.9% | Added |
| Armstrong Advisory Group, Inc | 75 | $17.4K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 67 | $18.0K | 0.00% | +67 | New |
| Investors Research Corp | 69 | $18.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 69 | $18.4K | 0.00% | +1+1.5% | Added |
| Caldwell Trust Co | 70 | $18.6K | 0.00% | +70 | New |
| Trifecta Capital Advisors, LLC | 71 | $18.7K | 0.00% | +1+1.4% | Added |
| Community Bank, N.A. | 75 | $19.9K | 0.00% | +75 | New |
| Hollencrest Capital Management | 75 | $19.9K | 0.00% | −25−25.0% | Reduced |
| DT Investment Partners, LLC | 78 | $20.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 78 | $20.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 79 | $21.0K | 0.01% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 80 | $21.2K | 0.00% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 84 | $22.4K | 0.00% | +84 | New |
| Albion Financial Group | 85 | $22.6K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 85 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 90 | $23.0K | 0.01% | +90 | New |
| Activest Wealth Management | 87 | $23.1K | 0.01% | +85+4,250.0% | Added |
| Financial Perspectives, Inc | 91 | $24.1K | 0.01% | +1+1.1% | Added |
| Compagnie Lombard Odier SCmA | 92 | $24.4K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 92 | $24.4K | 0.00% | +3+3.4% | Added |
| Kohmann Bosshard Financial Services, LLC | 25,000 | $24.7K | 0.00% | +25,000 | New |
| Wayfinding Financial, LLC | 95 | $25.0K | 0.01% | +95 | New |
| Main Street Group, LTD | 99 | $26.0K | 0.01% | +9+10.0% | Added |
| Cornerstone Planning Group LLC | 100 | $26.1K | 0.01% | +55+122.2% | Added |
| Washington Trust Advisors, Inc. | 99 | $26.3K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 99 | $26.3K | 0.00% | +81+450.0% | Added |
| Pacifica Partners Inc. | 101 | $27.1K | 0.01% | −17−14.4% | Reduced |
| Princeton Global Asset Management LLC | 106 | $28.1K | 0.01% | +11+11.6% | Added |
| Grayhawk Investment Strategies Inc. | 109 | $28.9K | 0.07% | 00.0% | Unchanged |
| Sandy Spring Bank | 109 | $28.9K | 0.00% | +102+1,457.1% | Added |
| Roble, Belko & Company, Inc | 110 | $29.0K | 0.00% | +10+10.0% | Added |
| DHJJ Financial Advisors, Ltd. | 110 | $29.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 111 | $29.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 114 | $30.2K | 0.00% | +98+612.5% | Added |
| Ransom Advisory, Ltd | 115 | $30.5K | 0.02% | 00.0% | Unchanged |
| Bangor Savings Bank | 118 | $31.3K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 120 | $31.8K | 0.01% | +3+2.6% | Added |
| Piscataqua Savings Bank | 120 | $31.8K | 0.03% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 120 | $31.8K | 0.01% | +120 | New |
| McClarren Financial Advisors, Inc. | 123 | $32.0K | 0.02% | +4+3.4% | Added |
| Sofos Investments, Inc. | 122 | $32.4K | 0.01% | +122 | New |
| Gold Investment Management Ltd. | 125 | $33.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 127 | $33.7K | 0.01% | +69+119.0% | Added |
| New Age Alpha Advisors, LLC | 138 | $36.6K | 0.00% | +9+7.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 142 | $37.7K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 142 | $37.7K | 0.02% | +20+16.4% | Added |
| Saudi Central Bank | 142 | $37.7K | 0.20% | +142 | New |
| Knuff & Co LLC | 144 | $38.2K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 144 | $38.2K | 0.01% | +19+15.2% | Added |
| Clean Yield Group | 145 | $38.3K | 0.01% | −71−32.9% | Reduced |
| Crewe Advisors LLC | 150 | $39.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 152 | $40.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 155 | $41.1K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 145 | $41.9K | 0.02% | −13−8.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 159 | $42.2K | 0.00% | +146+1,123.1% | Added |
| Avion Wealth | 195 | $45.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 171 | $45.4K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 172 | $45.6K | 0.09% | −15−8.0% | Reduced |
| Delta Asset Management LLC | 175 | $46.4K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 179 | $47.0K | 0.01% | −16−8.2% | Reduced |
| Hantz Financial Services, Inc. | 179 | $47.0K | 0.00% | +27+17.8% | Added |
| United Community Bank | 186 | $49.3K | 0.02% | +26+16.3% | Added |
| Cary Street Partner Investment Advisory LLC | 186 | $49.3K | 0.03% | +81+77.1% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 195 | $51.7K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 196 | $52.0K | 0.00% | +106+117.8% | Added |
| Country Trust Bank | 200 | $53.1K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $53.1K | 0.03% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $53.1K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 211 | $53.5K | 0.01% | +211 | New |
| Bell Investment Advisors, Inc | 203 | $53.9K | 0.01% | +3+1.5% | Added |
| MB, Levis & Associates, LLC | 210 | $55.7K | 0.03% | +5+2.4% | Added |
| Western Pacific Wealth Management, LP | 214 | $56.7K | 0.05% | 00.0% | Unchanged |
| Rise Advisors, LLC | 215 | $57.0K | 0.03% | +18+9.1% | Added |
| CBIZ Investment Advisory Services, LLC | 219 | $58.0K | 0.00% | −99−31.1% | Reduced |
| Barrett & Company, Inc. | 225 | $59.7K | 0.03% | 00.0% | Unchanged |
| Rossby Financial, LCC | 230 | $61.2K | 0.03% | +230 | New |
| Kayne Anderson Rudnick Investment Management LLC | 240 | $63.7K | 0.00% | −401−62.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 252 | $66.9K | 0.03% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 262 | $69.5K | 0.02% | +101+62.7% | Added |
| Johnson Financial Group, Inc. | 271 | $71.9K | 0.00% | −25−8.4% | Reduced |
| Optiver Holding B.V. | 277 | $73.5K | 0.00% | +45+19.4% | Added |
| Plante Moran Financial Advisors, LLC | 278 | $73.8K | 0.01% | −1,279−82.1% | Reduced |
| Logan Capital Management Inc | 280 | $74.2K | 0.00% | +1+0.4% | Added |
| Wealth Preservation Advisors, LLC | 282 | $74.8K | 0.05% | +282 | New |
