| Joseph Group Capital Management | 59 | $10.4K | 0.00% | +12+25.5% | Added |
| Boreal Capital Management LLC | 60 | $10.5K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 61 | $10.7K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 63 | $11.1K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 64 | $11.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 64 | $11.3K | 0.00% | +7+12.3% | Added |
| Quest 10 Wealth Builders, Inc. | 65 | $11.4K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 69 | $12.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 70 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 72 | $12.7K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 73 | $12.8K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 73 | $12.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 76 | $13.4K | 0.01% | +33+76.7% | Added |
| ZRC Wealth Management, LLC | 76 | $13.4K | 0.00% | +44+137.5% | Added |
| BOK Financial Private Wealth, Inc. | 77 | $13.5K | 0.00% | +26+51.0% | Added |
| TIAA Wealth Investment Management LLC | 79 | $13.9K | 0.00% | +12+17.9% | Added |
| Hara Capital LLC | 80 | $14.1K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 82 | $14.4K | 0.01% | +2+2.5% | Added |
| McGuire Capital Advisors Inc | 85 | $14.9K | 0.01% | −22−20.6% | Reduced |
| Kemnay Advisory Services Inc. | 87 | $15.3K | 0.00% | +8+10.1% | Added |
| JFS Wealth Advisors, LLC | 88 | $15.5K | 0.00% | +8+10.0% | Added |
| Bullock Wealth Management Group | 92 | $15.8K | 0.01% | +1+1.1% | Added |
| Gill Capital Partners, LLC | 91 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 93 | $16.3K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 94 | $16.6K | 0.01% | +18+23.7% | Added |
| Fortitude Family Office, LLC | 96 | $16.9K | 0.00% | +2+2.1% | Added |
| Friedenthal Financial | 99 | $17.4K | 0.01% | +99 | New |
| Chung Wu Investment Group, LLC | 100 | $17.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 100 | $18.0K | 0.01% | +3+3.1% | Added |
| Private Wealth Management Group, LLC | 103 | $18.1K | 0.00% | 00.0% | Unchanged |
| Wedbush Fund Advisers, LLC | 106 | $18.6K | 0.00% | +106 | New |
| Bell Investment Advisors, Inc | 108 | $19.0K | 0.00% | +3+2.9% | Added |
| MV Capital Management, Inc. | 109 | $19.2K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 110 | $19.3K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 112 | $19.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 115 | $20.2K | 0.01% | +19+19.8% | Added |
| Princeton Global Asset Management LLC | 116 | $20.4K | 0.00% | +15+14.9% | Added |
| Ancora Advisors, LLC | 117 | $20.6K | 0.00% | −48−29.1% | Reduced |
| Trust Co of Vermont | 118 | $20.7K | 0.00% | +118 | New |
| Adirondack Trust Co | 120 | $21.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 120 | $21.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 122 | $21.4K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 123 | $21.6K | 0.01% | +5+4.2% | Added |
| HHM Wealth Advisors, LLC | 125 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 128 | $22.5K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 129 | $22.7K | 0.00% | −6−4.4% | Reduced |
| SHP Wealth Management | 129 | $22.7K | 0.00% | +4+3.2% | Added |
| Cedar Mountain Advisors, LLC | 130 | $22.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 131 | $23.0K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 133 | $23.4K | 0.00% | +133 | New |
| University of Texas/Texas Am Investment Managment Co | 133 | $23.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 139 | $24.0K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 144 | $25.3K | 0.00% | +144 | New |
| Lloyd Advisory Services, LLC. | 145 | $25.5K | 0.01% | +145 | New |
| Atlantic Union Bankshares Corp | 150 | $26.4K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 154 | $27.1K | 0.01% | −90−36.9% | Reduced |
| Meeder Asset Management Inc | 160 | $28.1K | 0.00% | −29,136−99.5% | Reduced |
| North Star Investment Management Corp. | 161 | $28.3K | 0.00% | +153+1,912.5% | Added |
| Bogart Wealth, LLC | 162 | $28.5K | 0.00% | +125+337.8% | Added |
| Leonteq Securities AG | 167 | $29.4K | 0.00% | −1,372−89.1% | Reduced |
| Quarry LP | 180 | $31.6K | 0.00% | −130−41.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 184 | $32.3K | 0.00% | +22+13.6% | Added |
| Wellington Shields & Co., LLC | 186 | $32.7K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 191 | $33.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 195 | $34.3K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 197 | $34.6K | 0.01% | +10+5.3% | Added |
| Eurizon SLJ Capital Ltd | 199 | $35.0K | 0.01% | −32−13.9% | Reduced |
| Salomon & Ludwin, LLC | 208 | $35.8K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 208 | $36.6K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 217 | $38.2K | 0.00% | +217 | New |
| Wellspring Financial Advisors, LLC | 13,691 | $38.5K | 0.00% | +13,691 | New |
| Grove Bank & Trust | 222 | $39.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 233 | $41.0K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 234 | $41.1K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 236 | $41.5K | 0.02% | −20−7.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 240 | $42.2K | 0.01% | +45+23.1% | Added |
| SJS Investment Consulting Inc. | 254 | $44.6K | 0.00% | +3+1.2% | Added |
| Kerr Financial Planning Corp | 256 | $44.9K | 0.05% | +1+0.4% | Added |
| Markowski Investments | 260 | $45.7K | 0.01% | +260 | New |
| Hughes Financial Services, LLC | 268 | $47.1K | 0.01% | +8+3.1% | Added |
| Whittier Trust Co | 282 | $49.0K | 0.00% | −20−6.6% | Reduced |
| Regatta Research & Money Management | 285 | $50.0K | 0.05% | +285 | New |
| Cary Street Partners Financial LLC | 292 | $51.3K | 0.00% | −16−5.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 294 | $51.7K | 0.00% | +51+21.0% | Added |
| First Financial Corp | 300 | $52.7K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 300 | $52.7K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 300 | $52.7K | 0.01% | +300 | New |
| N.E.W. Advisory Services LLC | 302 | $53.1K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 308 | $54.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 310 | $54.5K | 0.01% | +13+4.4% | Added |
| Creative Financial Designs Inc | 312 | $54.9K | 0.00% | −25−7.4% | Reduced |
| Focused Wealth Management, Inc | 314 | $55.2K | 0.00% | +314 | New |
| Greykasell Wealth Strategies, Inc. | 325 | $57.1K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 333 | $58.5K | 0.01% | +47+16.4% | Added |
| Measured Wealth Private Client Group, LLC | 335 | $58.9K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 356 | $62.6K | 0.02% | −121−25.4% | Reduced |
| Private Wealth Asset Management, LLC | 357 | $62.8K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 358 | $63.0K | 0.03% | −58−13.9% | Reduced |
| Compass Financial Management LLC | 360 | $63.2K | 0.01% | +360 | New |
| Bryn Mawr Trust Co | 368 | $64.7K | 0.00% | +3+0.8% | Added |