| Basepoint Wealth LLC | 50 | $11.7K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 54 | $12.5K | 0.01% | +54 | New |
| Frazier Financial Advisors, LLC | 54 | $12.5K | 0.01% | +54 | New |
| Tanglewood Legacy Advisors, LLC | 55 | $12.8K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 55 | $12.8K | 0.00% | +32+139.1% | Added |
| Activest Wealth Management | 58 | $13.5K | 0.00% | +16+38.1% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 58 | $13.5K | 0.01% | +58 | New |
| Financial Management Professionals, Inc. | 62 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 64 | $14.8K | 0.00% | −1,400−95.6% | Reduced |
| RWM Asset Management, LLC | 65 | $15.1K | 0.00% | +65 | New |
| LRI Investments, LLC | 65 | $15.1K | 0.00% | +22+51.2% | Added |
| Keating Financial Advisory Services, Inc. | 69 | $16.0K | 0.00% | +45+187.5% | Added |
| Manning & Napier Advisors LLC | 72 | $16.3K | 0.00% | +62+620.0% | Added |
| Private Wealth Management Group, LLC | 71 | $16.5K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 71 | $16.5K | 0.00% | +12+20.3% | Added |
| Salomon & Ludwin, LLC | 71 | $16.9K | 0.00% | −14−16.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 73 | $16.9K | 0.00% | −5−6.4% | Reduced |
| Meeder Asset Management Inc | 73 | $16.9K | 0.00% | +34+87.2% | Added |
| Strengthening Families & Communities, LLC | 75 | $17.3K | 0.00% | −3−3.8% | Reduced |
| Cornerstone Planning Group LLC | 75 | $17.4K | 0.00% | +37+97.4% | Added |
| Harbor Investment Advisory, LLC | 75 | $17.4K | 0.00% | −42−35.9% | Reduced |
| City State Bank | 78 | $18.1K | 0.00% | −5−6.0% | Reduced |
| Napier Financial, LLC | 79 | $18.2K | 0.00% | +79 | New |
| Spire Wealth Management | 80 | $18.6K | 0.00% | +1+1.3% | Added |
| Sunbelt Securities, Inc. | 83 | $19.3K | 0.00% | +8+10.7% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 84 | $19.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 86 | $20.0K | 0.01% | +28+48.3% | Added |
| Grove Bank & Trust | 87 | $20.2K | 0.00% | +1+1.2% | Added |
| Investment Counsel Co of Nevada | 88 | $20.4K | 0.05% | +88 | New |
| CoreCap Advisors, LLC | 90 | $20.9K | 0.00% | −8,567−99.0% | Reduced |
| JPL Wealth Management, LLC | 91 | $21.1K | 0.00% | +91 | New |
| Torren Management, LLC | 92 | $21.2K | 0.01% | −110−54.5% | Reduced |
| Fortitude Family Office, LLC | 95 | $22.0K | 0.00% | +40+72.7% | Added |
| Brown, Lisle/Cummings, Inc. | 95 | $22.0K | 0.01% | +95 | New |
| GW&K Investment Management, LLC | 100 | $23.0K | 0.00% | +3+3.1% | Added |
| Medallion Wealth Advisors, LLC | 100 | $23.2K | 0.01% | +100 | New |
| McIlrath & Eck, LLC | 103 | $23.9K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 104 | $24.1K | 0.01% | +104 | New |
| Prosperity Bancshares Inc | 105 | $24.4K | 0.02% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 108 | $25.1K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $25.1K | 0.00% | +24+28.6% | Added |
| Financial Freedom, LLC | 109 | $25.3K | 0.01% | 00.0% | Unchanged |
| Union Savings Bank | 110 | $25.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 112 | $26.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 117 | $27.1K | 0.00% | +3+2.6% | Added |
| West Financial Advisors, LLC | 118 | $27.4K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 119 | $27.6K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 122 | $28.3K | 0.00% | +2+1.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 124 | $28.8K | 0.01% | +124 | New |
| Groupe la Francaise | 125 | $29.0K | 0.00% | +97+346.4% | Added |
| UMA Financial Services, Inc. | 126 | $29.2K | 0.00% | +19+17.8% | Added |
| TIAA Wealth Investment Management LLC | 129 | $29.9K | 0.00% | +129 | New |
| Quaker Wealth Management, LLC | 133 | $30.9K | 0.01% | +2+1.5% | Added |
| Hager Investment Management Services, LLC | 135 | $31.3K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 135 | $31.3K | 0.01% | +44+48.4% | Added |
| Colonial Trust Co | 139 | $32.2K | 0.00% | −300−68.3% | Reduced |
| CoreFirst Bank & Trust | 140 | $32.5K | 0.02% | −40−22.2% | Reduced |
| Asset Dedication, LLC | 140 | $32.5K | 0.00% | −35−20.0% | Reduced |
| Capital Advisors, Ltd. LLC | 141 | $33.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 143 | $33.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 144 | $33.4K | 0.02% | −6−4.0% | Reduced |
| Broadwater Capital Management LLC | 180 | $36.5K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 158 | $36.7K | 0.01% | +158 | New |
| TFC Financial Management | 159 | $36.8K | 0.00% | +1+0.6% | Added |
| NBC Securities, Inc. | 166 | $38.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 165 | $39.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 175 | $40.6K | 0.00% | +6+3.6% | Added |
| Kemnay Advisory Services Inc. | 175 | $40.6K | 0.01% | +111+173.4% | Added |
| Tradewinds Capital Management, LLC | 178 | $41.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 189 | $43.9K | 0.00% | −3−1.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 191 | $44.3K | 0.00% | +191 | New |
| Wall Street Financial Group, Inc. | 191 | $44.3K | 0.03% | +191 | New |
| Ronald Blue Trust, Inc. | 195 | $45.2K | 0.00% | +3+1.6% | Added |
| Your Advocates Ltd., LLP | 200 | $46.4K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $46.4K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 201 | $46.6K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 201 | $46.6K | 0.00% | +201 | New |
| Pin Oak Investment Advisors Inc | 204 | $47.0K | 0.03% | +11+5.7% | Added |
| Delta Asset Management LLC | 204 | $47.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 206 | $47.8K | 0.01% | +58+39.2% | Added |
| Golden State Equity Partners | 212 | $49.2K | 0.00% | +212 | New |
| Core Alternative Capital | 232 | $53.8K | 0.02% | 00.0% | Unchanged |
| SHP Wealth Management | 242 | $56.0K | 0.00% | +25+11.5% | Added |
| Zions Bancorporation, National Association | 246 | $57.1K | 0.00% | −864−77.8% | Reduced |
| SJS Investment Consulting Inc. | 264 | $61.3K | 0.01% | +51+23.9% | Added |
| Intentional Wealth Strategies, LLC | 293 | $68.0K | 0.06% | +293 | New |
| Ancora Advisors, LLC | 300 | $69.6K | 0.00% | +128+74.4% | Added |
| Manchester Capital Management LLC | 300 | $69.6K | 0.01% | +161+115.8% | Added |
| CVA Family Office, LLC | 300 | $69.6K | 0.01% | +176+141.9% | Added |
| Forum Finance Group S.A. | 400 | $77.0K | 0.04% | +400 | New |
| AdvisorNet Financial, Inc | 332 | $77.0K | 0.00% | −188−36.2% | Reduced |
| TD Waterhouse Canada Inc. | 332 | $78.6K | 0.00% | +101+43.7% | Added |
| Estabrook Capital Management | 348 | $80.7K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 357 | $85.2K | 0.00% | +3+0.8% | Added |
| MeadowBrook Investment Advisors LLC | 370 | $85.8K | 0.08% | −60−14.0% | Reduced |
| Beacon Investment Advisory Services, Inc. | 375 | $87.0K | 0.00% | +375 | New |
| Hazlett, Burt & Watson, Inc. | 390 | $90.0K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 389 | $90.3K | 0.01% | +98+33.7% | Added |
| Private Wealth Asset Management, LLC | 390 | $90.5K | 0.01% | −1−0.3% | Reduced |
| Creative Capital Management Investments LLC | 400 | $92.8K | 0.03% | 00.0% | Unchanged |
