| Dogwood Wealth Management LLC | 875 | $41.6K | 0.02% | +4+0.5% | Added |
| Financial Network Wealth Advisors LLC | 864 | $41.1K | 0.08% | −934−51.9% | Reduced |
| Access Investment Management LLC | 851 | $40.4K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 837 | $39.6K | 0.00% | +837 | New |
| Global X Japan Co., Ltd. | 832 | $39.5K | 0.00% | +832 | New |
| McIlrath & Eck, LLC | 831 | $39.5K | 0.01% | +1+0.1% | Added |
| Transce3nd, LLC | 822 | $39.1K | 0.01% | +822 | New |
| Wintrust Investments LLC | 838 | $39.0K | 0.03% | −860−50.6% | Reduced |
| Glen Eagle Advisors, LLC | 819 | $38.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 810 | $38.5K | 0.00% | +512+171.8% | Added |
| Laurel Wealth Advisors LLC | 776 | $36.9K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 768 | $36.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 747 | $35.5K | 0.01% | +500+202.4% | Added |
| Mainstream Capital Management LLC | 742 | $35.3K | 0.02% | +742 | New |
| Coppell Advisory Solutions LLC | 744 | $35.2K | 0.00% | −200−21.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 741 | $35.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 733 | $34.8K | 0.01% | +76+11.6% | Added |
| Empirical Asset Management, LLC | 22,105 | $34.3K | 0.01% | +22,105 | New |
| High Note Wealth, LLC | 703 | $33.4K | 0.01% | +703 | New |
| MV Capital Management, Inc. | 686 | $32.6K | 0.00% | +12+1.8% | Added |
| TSFG, LLC | 682 | $32.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 649 | $30.8K | 0.00% | −21−3.1% | Reduced |
| Painted Porch Advisors LLC | 639 | $30.4K | 0.01% | +639 | New |
| Putney Financial Group LLC | 630 | $29.9K | 0.03% | +630 | New |
| BOK Financial Private Wealth, Inc. | 624 | $29.6K | 0.00% | −747−54.5% | Reduced |
| PSI Advisors, LLC | 600 | $28.5K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 600 | $28.5K | 0.01% | +600 | New |
| Asset Planning,Inc | 600 | $28.5K | 0.02% | +600 | New |
| Farmers & Merchants Investments Inc | 595 | $28.3K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 550 | $26.1K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 532 | $25.3K | 0.02% | +532 | New |
| GW&K Investment Management, LLC | 519 | $25.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 523 | $24.9K | 0.00% | +227+76.7% | Added |
| City State Bank | 516 | $24.5K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 508 | $24.1K | 0.01% | +23+4.7% | Added |
| TruNorth Capital Management, LLC | 500 | $23.8K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 500 | $23.8K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 500 | $23.8K | 0.02% | +500 | New |
| Pension & Wealth Management Advisors, Inc. | 500 | $23.8K | 0.01% | +500 | New |
| Atlantic Edge Private Wealth Management, LLC | 487 | $23.1K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 485 | $23.0K | 0.01% | −53−9.9% | Reduced |
| Synergy Investment Management, LLC | 485 | $23.0K | 0.01% | +485 | New |
| Kayne Anderson Rudnick Investment Management LLC | 484 | $23.0K | 0.00% | +484 | New |
| Islay Capital Management, LLC | 450 | $21.4K | 0.01% | 00.0% | Unchanged |
| Peoples Bank | 450 | $21.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 450 | $21.4K | 0.02% | +450 | New |
| Creative Capital Management Investments LLC | 450 | $21.4K | 0.01% | +450 | New |
| Ruedi Wealth Management, Inc. | 444 | $21.1K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 450 | $21.0K | 0.00% | +450 | New |
| SOA Wealth Advisors, LLC. | 422 | $20.1K | 0.00% | +2+0.5% | Added |
| Colonial Trust Advisors | 422 | $20.1K | 0.00% | +201+91.0% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 417 | $20.0K | 0.00% | −608−59.3% | Reduced |
| McClarren Financial Advisors, Inc. | 422 | $20.0K | 0.06% | +422 | New |
| ORG Partners LLC | 411 | $19.5K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 403 | $19.2K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 400 | $19.0K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 400 | $19.0K | 0.01% | +400 | New |
| Park Square Financial Group, LLC | 400 | $19.0K | 0.01% | +400 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 392 | $18.6K | 0.01% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 390 | $18.5K | 0.00% | +390 | New |
| Fourth Dimension Wealth, LLC | 387 | $18.4K | 0.01% | +387 | New |
| Cherry Tree Wealth Management, LLC | 385 | $18.3K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 383 | $18.2K | 0.01% | −112−22.6% | Reduced |
| Tortoise Investment Management, LLC | 373 | $17.7K | 0.00% | +2+0.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 368 | $17.5K | 0.03% | +368 | New |
| Oarsman Capital, Inc. | 357 | $17.0K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 345 | $16.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 345 | $16.4K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 341 | $16.2K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 330 | $15.7K | 0.01% | +330 | New |
| Gables Capital Management Inc. | 321 | $15.3K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 321 | $15.3K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 320 | $15.2K | 0.00% | −300−48.4% | Reduced |
| Capital Analysts, LLC | 314 | $15.0K | 0.00% | −46−12.8% | Reduced |
| Pineridge Advisors LLC | 302 | $14.4K | 0.01% | +1+0.3% | Added |
| Richards, Merrill & Peterson, Inc. | 302 | $14.4K | 0.01% | +302 | New |
| Gen-Wealth Partners Inc | 300 | $14.3K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 300 | $14.3K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 300 | $14.3K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 300 | $14.3K | 0.01% | +300 | New |
| Financial Gravity Companies, Inc. | 282 | $13.4K | 0.00% | +282 | New |
| Investment Management Corp | 279 | $13.3K | 0.01% | +279 | New |
| Synergy Financial Management, LLC | 290 | $13.1K | 0.00% | +290 | New |
| Whipplewood Advisors, LLC | 262 | $12.4K | 0.01% | +262 | New |
| Wolff Wiese Magana LLC | 250 | $11.9K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 250 | $11.9K | 0.00% | +100+66.7% | Added |
| Sachetta, LLC | 249 | $11.8K | 0.00% | +2+0.8% | Added |
| Prestige Wealth Management Group LLC | 241 | $11.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 236 | $11.2K | 0.00% | +113+91.9% | Added |
| Manchester Capital Management LLC | 230 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 226 | $10.8K | 0.01% | +1+0.4% | Added |
| Decker Retirement Planning Inc. | 216 | $10.3K | 0.01% | +216 | New |
| Kozak & Associates, Inc. | 213 | $10.1K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 211 | $10.0K | 0.00% | −751−78.1% | Reduced |
| Robbins Farley LLC | 200 | $9.50K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 200 | $9.50K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $9.50K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 197 | $9.38K | 0.01% | −15−7.1% | Reduced |
| Golden State Wealth Management, LLC | 197 | $9.36K | 0.00% | +197 | New |
| Rialto Wealth Management, LLC | 195 | $9.27K | 0.00% | +195 | New |