| Tortoise Investment Management, LLC | 32 | $12.4K | 0.00% | +4+14.3% | Added |
| MTM Investment Management, LLC | 32 | $12.4K | 0.00% | +32 | New |
| Islay Capital Management, LLC | 35 | $13.6K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 35 | $13.6K | 0.00% | +2+6.1% | Added |
| Mid-American Wealth Advisory Group, Inc. | 35 | $13.6K | 0.01% | +35 | New |
| Harbor Capital Advisors, Inc. | 35 | $14.0K | 0.00% | +8+29.6% | Added |
| SIMA Wealth Partners, LLC | 36 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 36 | $14.0K | 0.00% | +5+16.1% | Added |
| DHJJ Financial Advisors, Ltd. | 39 | $15.2K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 40 | $15.6K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 40 | $15.6K | 0.01% | +40 | New |
| Raffa Wealth Management, LLC | 43 | $16.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 44 | $17.0K | 0.00% | +24+120.0% | Added |
| Beaird Harris Wealth Management, LLC | 44 | $17.0K | 0.00% | +4+10.0% | Added |
| Citizens National Bank Trust Department | 45 | $17.5K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 65 | $18.4K | 0.01% | +58+828.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 49 | $19.1K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 50 | $19.4K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $19.4K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 50 | $19.4K | 0.02% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 50 | $19.4K | 0.01% | +50 | New |
| Vermillion Wealth Management, Inc. | 51 | $19.7K | 0.01% | +1+2.0% | Added |
| Meeder Asset Management Inc | 51 | $19.8K | 0.00% | −8,840−99.4% | Reduced |
| Activest Wealth Management | 51 | $19.8K | 0.00% | +31+155.0% | Added |
| Albion Financial Group | 52 | $20.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 55 | $21.8K | 0.00% | +55 | New |
| Boyd Watterson Asset Management LLC | 56 | $21.8K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 56 | $21.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 56 | $21.8K | 0.00% | +2+3.7% | Added |
| Fourth Dimension Wealth, LLC | 57 | $22.2K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 57 | $22.2K | 0.02% | +57 | New |
| Affinity Wealth LLC | 60 | $23.3K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 60 | $23.5K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 61 | $23.7K | 0.00% | +61 | New |
| Richardson Financial Services Inc. | 60 | $23.7K | 0.02% | +45+300.0% | Added |
| Princeton Global Asset Management LLC | 61 | $23.8K | 0.00% | +51+510.0% | Added |
| Financial Management Professionals, Inc. | 64 | $24.9K | 0.00% | −13−16.9% | Reduced |
| Godsey & Gibb Associates | 66 | $25.6K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 66 | $25.7K | 0.02% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 68 | $26.4K | 0.01% | +5+7.9% | Added |
| Piscataqua Savings Bank | 69 | $26.8K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 70 | $27.2K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 70 | $27.2K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 72 | $28.0K | 0.02% | +5+7.5% | Added |
| Promus Capital, LLC | 73 | $28.4K | 0.02% | −91−55.5% | Reduced |
| Optimum Investment Advisors | 75 | $29.2K | 0.01% | −178−70.4% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $29.2K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $29.2K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 75 | $29.2K | 0.02% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 75 | $29.2K | 0.01% | +75 | New |
| Vermillion & White Wealth Management Group, LLC | 76 | $29.6K | 0.02% | +37+94.9% | Added |
| Abound Wealth Management | 77 | $29.9K | 0.01% | −7−8.3% | Reduced |
| Hopwood Financial Services, Inc. | 79 | $30.7K | 0.02% | −23−22.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 82 | $31.9K | 0.00% | +82 | New |
| North Capital, Inc. | 83 | $32.3K | 0.03% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 84 | $32.7K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 90 | $35.0K | 0.00% | +76+542.9% | Added |
| Core Alternative Capital | 91 | $35.4K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 93 | $36.2K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 94 | $36.6K | 0.00% | −9−8.7% | Reduced |
| Bogart Wealth, LLC | 98 | $38.1K | 0.00% | −4−3.9% | Reduced |
| Arcadia Investment Management Corp | 100 | $38.9K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 100 | $38.9K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $38.9K | 0.01% | +80+400.0% | Added |
| IAG Wealth Partners, LLC | 104 | $40.5K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 109 | $42.4K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 108 | $42.6K | 0.02% | +1+0.9% | Added |
| AllSquare Wealth Management LLC | 110 | $42.8K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 110 | $42.8K | 0.00% | +110 | New |
| Investment Management Corp | 113 | $43.9K | 0.04% | −113−50.0% | Reduced |
| WealthCollab, LLC | 117 | $45.5K | 0.03% | −12−9.3% | Reduced |
| Salomon & Ludwin, LLC | 134 | $46.9K | 0.00% | −1−0.7% | Reduced |
| Pinnacle Bancorp, Inc. | 127 | $49.4K | 0.02% | +25+24.5% | Added |
| Financial Perspectives, Inc | 135 | $52.5K | 0.02% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 140 | $54.5K | 0.04% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 147 | $57.2K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 150 | $58.0K | 0.00% | −57−27.5% | Reduced |
| Coston, McIsaac & Partners | 150 | $58.0K | 0.02% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 150 | $58.3K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 152 | $59.1K | 0.02% | +152 | New |
| Park Place Capital Corp | 150 | $59.4K | 0.01% | −32−17.6% | Reduced |
| VSM Wealth Advisory, LLC | 156 | $60.7K | 0.02% | +156 | New |
| City State Bank | 160 | $62.2K | 0.02% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 164 | $63.8K | 5.82% | −820−83.3% | Reduced |
| Stephens Consulting, LLC | 168 | $65.3K | 0.02% | +4+2.4% | Added |
| Truvestments Capital LLC | 168 | $65.4K | 0.01% | 00.0% | Unchanged |
| American National Bank | 170 | $66.1K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 172 | $66.9K | 0.00% | +9+5.5% | Added |
| Hanson & Doremus Investment Management | 176 | $68.0K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 175 | $68.1K | 0.00% | −45,983−99.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 180 | $70.0K | 0.05% | +180 | New |
| Ogorek Anthony Joseph | 186 | $72.0K | 0.02% | −13−6.5% | Reduced |
| Golden State Wealth Management, LLC | 193 | $75.2K | 0.01% | −4−2.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 195 | $75.8K | 0.03% | +25+14.7% | Added |
| Ofi Invest Asset Management | 235 | $77.9K | 0.00% | +42+21.8% | Added |
| Capital Advisors, Ltd. LLC | 206 | $80.0K | 0.01% | −14−6.4% | Reduced |
| Hemington Wealth Management | 216 | $84.0K | 0.01% | −14−6.1% | Reduced |
| GW&K Investment Management, LLC | 217 | $84.0K | 0.00% | +30+16.0% | Added |
| JFS Wealth Advisors, LLC | 216 | $84.0K | 0.01% | +4+1.9% | Added |
| Cohen & Steers, Inc. | 220 | $86.0K | 0.00% | 00.0% | Unchanged |
