| Evergreen Private Wealth LLC | 92 | $23.0K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 96 | $24.0K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 99 | $24.7K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $25.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 100 | $25.0K | 0.01% | +52+108.3% | Added |
| Knights of Columbus Asset Advisors LLC | 100 | $25.0K | 0.00% | +100 | New |
| nVerses Capital, LLC | 100 | $25.0K | 0.01% | +100 | New |
| TSFG, LLC | 100 | $25.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 101 | $25.2K | 0.02% | +101 | New |
| Kiely Wealth Advisory Group, Inc. | 96 | $25.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 109 | $27.3K | 0.00% | −12−9.9% | Reduced |
| Creative Financial Designs Inc | 112 | $28.0K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 119 | $29.7K | 0.02% | 00.0% | Unchanged |
| Blackhill Capital Inc | 120 | $30.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 120 | $30.0K | 0.05% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 121 | $30.1K | 0.00% | +1+0.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 121 | $30.2K | 0.04% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 124 | $31.0K | 0.03% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 126 | $31.5K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 129 | $32.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 130 | $32.5K | 0.00% | −8−5.8% | Reduced |
| Glen Eagle Advisors, LLC | 131 | $32.7K | 0.01% | +19+17.0% | Added |
| WFA of San Diego, LLC | 134 | $33.5K | 0.03% | +134 | New |
| Continuum Advisory, LLC | 137 | $34.2K | 0.00% | +14+11.4% | Added |
| Thompson Investment Management, Inc. | 139 | $34.7K | 0.01% | −32−18.7% | Reduced |
| Pin Oak Investment Advisors Inc | 140 | $35.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 142 | $35.5K | 0.00% | +7+5.2% | Added |
| MidAtlantic Capital Management, Inc. | 145 | $36.2K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 147 | $36.7K | 0.01% | +147 | New |
| Providence Capital Advisors, LLC | 148 | $37.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 148 | $37.0K | 0.00% | +148 | New |
| Centennial Bank | 150 | $37.5K | 0.02% | −44−22.7% | Reduced |
| Washington Trust Advisors, Inc. | 150 | $37.5K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 153 | $38.3K | 0.02% | +12+8.5% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 155 | $39.0K | 0.00% | −333−68.2% | Reduced |
| Caitlin John, LLC | 159 | $39.8K | 0.03% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 164 | $41.0K | 0.00% | −1,067−86.7% | Reduced |
| Tortoise Investment Management, LLC | 164 | $41.0K | 0.00% | +12+7.9% | Added |
| Transamerica Financial Advisors, Inc. | 162 | $41.0K | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 174 | $43.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 173 | $43.2K | 0.01% | −195−53.0% | Reduced |
| Country Trust Bank | 179 | $44.7K | 0.00% | +29+19.3% | Added |
| Raffa Wealth Management, LLC | 179 | $44.7K | 0.01% | +67+59.8% | Added |
| Knott David M Jr | 180 | $45.0K | 0.02% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 184 | $45.9K | 0.02% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 184 | $46.0K | 0.03% | −1−0.5% | Reduced |
| PFS Partners, LLC | 187 | $46.8K | 0.03% | −15−7.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 188 | $47.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 194 | $48.5K | 0.04% | −19−8.9% | Reduced |
| SJS Investment Consulting Inc. | 194 | $48.5K | 0.01% | −3−1.5% | Reduced |
| Cyrus J. Lawrence, LLC | 200 | $49.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 200 | $50.0K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 203 | $50.7K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 207 | $51.0K | 0.03% | +207 | New |
| McMahon Financial Advisors, LLC | 205 | $51.2K | 0.01% | +205 | New |
| Estabrook Capital Management | 210 | $52.5K | 0.01% | −584−73.6% | Reduced |
| Beacon Capital Management, LLC | 211 | $52.7K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 213 | $53.2K | 0.03% | +2+0.9% | Added |
| Abound Wealth Management | 224 | $56.0K | 0.02% | −109−32.7% | Reduced |
| Covestor Ltd | 222 | $56.0K | 0.04% | −96−30.2% | Reduced |
| Tower View Investment Management & Research LLC | 226 | $56.4K | 0.03% | −15,096−98.5% | Reduced |
| Annapolis Financial Services, LLC | 232 | $58.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 244 | $61.0K | 0.04% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 255 | $63.0K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 253 | $63.3K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 254 | $63.4K | 0.05% | +254 | New |
| Ridgewood Investments LLC | 255 | $63.8K | 0.03% | +255 | New |
| Hanson & Doremus Investment Management | 260 | $65.0K | 0.01% | +10+4.0% | Added |
| Itau Unibanco Holding S.A. | 268 | $67.0K | 0.00% | +268 | New |
| Northwest Bank & Trust Co | 271 | $67.7K | 0.06% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 271 | $67.7K | 0.03% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 277 | $69.2K | 0.05% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 285 | $71.2K | 0.38% | −10−3.4% | Reduced |
| Tyler-Stone Wealth Management | 291 | $72.7K | 0.03% | +60+26.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 298 | $74.0K | 0.02% | −5−1.7% | Reduced |
| Quarry LP | 298 | $74.5K | 0.03% | +213+250.6% | Added |
| Pinnacle Bancorp, Inc. | 300 | $75.0K | 0.02% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 305 | $76.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 288 | $77.6K | 0.02% | −14−4.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 311 | $78.0K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 319 | $79.7K | 0.04% | 00.0% | Unchanged |
| First Community Trust NA | 328 | $82.0K | 0.07% | +83+33.9% | Added |
| VisionPoint Advisory Group, LLC | 330 | $82.5K | 0.03% | −24−6.8% | Reduced |
| Kepos Capital LP | 337 | $84.0K | 0.03% | −67−16.6% | Reduced |
| Western Pacific Wealth Management, LP | 338 | $84.4K | 0.06% | +118+53.6% | Added |
| JFS Wealth Advisors, LLC | 338 | $84.5K | 0.01% | −57−14.4% | Reduced |
| Bell Investment Advisors, Inc | 340 | $84.9K | 0.02% | +12+3.7% | Added |
| Breakwater Investment Management | 341 | $85.2K | 0.04% | −5−1.4% | Reduced |
| Key Financial Inc | 348 | $86.9K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 349 | $87.3K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 353 | $88.0K | 0.01% | +11+3.2% | Added |
| Disciplina Capital Management LLC | 367 | $91.8K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 370 | $92.4K | 0.01% | −35−8.6% | Reduced |
| Deseret Mutual Benefit Administrators | 393 | $98.2K | 0.05% | +22+5.9% | Added |
| Atwood & Palmer Inc | 395 | $98.7K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 416 | $104.0K | 0.06% | −28−6.3% | Reduced |
| Trifecta Capital Advisors, LLC | 429 | $107.2K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 434 | $108.5K | 0.08% | +434 | New |
| Community Bank, N.A. | 435 | $108.7K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 435 | $108.7K | 0.01% | 00.0% | Unchanged |