| Bartlett & Co. Wealth Management LLC | 64 | $12.6K | 0.00% | +60+1,500.0% | Added |
| CBIZ Investment Advisory Services, LLC | 65 | $12.8K | 0.00% | −33−33.7% | Reduced |
| TFC Financial Management | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 64 | $13.0K | 0.00% | +64 | New |
| Arlington Trust Co LLC | 69 | $13.5K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 70 | $13.7K | 0.00% | +70 | New |
| Proffitt & Goodson Inc | 70 | $13.7K | 0.00% | +33+89.2% | Added |
| Sound Income Strategies, LLC | 75 | $14.2K | 0.00% | +5+7.1% | Added |
| Stone House Investment Management, LLC | 73 | $14.3K | 0.00% | −3−3.9% | Reduced |
| Maryland Capital Advisors Inc. | 73 | $14.3K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 73 | $14.4K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 75 | $14.7K | 0.02% | −22−22.7% | Reduced |
| Rakuten Investment Management, Inc. | 300 | $15.0K | 0.00% | +300 | New |
| Palisade Asset Management, LLC | 82 | $16.1K | 0.00% | +82 | New |
| Vermillion & White Wealth Management Group, LLC | 83 | $16.3K | 0.01% | +83 | New |
| Pacific Center for Financial Services | 85 | $16.7K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 85 | $16.7K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 96 | $16.7K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 87 | $17.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 87 | $17.6K | 0.00% | +14+19.2% | Added |
| Decker Retirement Planning Inc. | 91 | $17.9K | 0.01% | −3−3.2% | Reduced |
| FWL Investment Management, LLC | 94 | $18.4K | 0.00% | +94 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 99 | $19.0K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $19.6K | 0.04% | −1,391−93.3% | Reduced |
| NBT Bank N A | 100 | $19.6K | 0.00% | +100 | New |
| Chilton Capital Management LLC | 100 | $19.6K | 0.00% | +100 | New |
| Pinnacle Bancorp, Inc. | 105 | $20.6K | 0.01% | −28−21.1% | Reduced |
| Clark Wealth Partners | 103 | $21.2K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 113 | $22.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 114 | $22.4K | 0.00% | −14−10.9% | Reduced |
| Raffa Wealth Management, LLC | 116 | $22.8K | 0.00% | +17+17.2% | Added |
| MTM Investment Management, LLC | 118 | $23.2K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 120 | $23.5K | 0.01% | +120 | New |
| Crewe Advisors LLC | 122 | $23.9K | 0.00% | +120+6,000.0% | Added |
| Fortitude Family Office, LLC | 126 | $24.7K | 0.01% | +2+1.6% | Added |
| Accordant Advisory Group Inc | 133 | $26.1K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 134 | $26.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 139 | $27.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 141 | $27.7K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 145 | $28.0K | 0.01% | +2+1.4% | Added |
| BOCHK Asset Management Ltd | 150 | $29.4K | 0.01% | +150 | New |
| Tradewinds Capital Management, LLC | 152 | $29.8K | 0.01% | +52+52.0% | Added |
| Silicon Valley Capital Partners | 153 | $30.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 159 | $31.2K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 163 | $32.0K | 0.01% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 164 | $32.2K | 0.00% | +164 | New |
| DT Investment Partners, LLC | 165 | $32.4K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 166 | $32.6K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 166 | $32.6K | 0.01% | +166 | New |
| Financial Perspectives, Inc | 166 | $32.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 166 | $33.0K | 0.02% | −31−15.7% | Reduced |
| Binnacle Investments Inc | 171 | $33.6K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 179 | $35.1K | 0.01% | +12+7.2% | Added |
| Noble Wealth Management PBC | 190 | $37.3K | 0.02% | +190 | New |
| Manchester Capital Management LLC | 191 | $37.5K | 0.01% | +17+9.8% | Added |
| Capital Analysts, LLC | 191 | $38.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 200 | $39.2K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 200 | $39.2K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 208 | $40.8K | 0.01% | −344−62.3% | Reduced |
| Osterweis Capital Management Inc | 208 | $40.8K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 213 | $41.8K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 218 | $42.8K | 0.03% | +85+63.9% | Added |
| Gables Capital Management Inc. | 220 | $43.2K | 0.02% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 225 | $44.2K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 226 | $44.3K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 243 | $47.7K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 257 | $50.5K | 0.00% | −26−9.2% | Reduced |
| Medallion Wealth Advisors, LLC | 258 | $50.6K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 263 | $51.6K | 0.01% | +51+24.1% | Added |
| Rise Advisors, LLC | 273 | $53.6K | 0.02% | +7+2.6% | Added |
| GPS Wealth Strategies Group, LLC | 275 | $53.9K | 0.01% | +7+2.6% | Added |
| Farmers & Merchants Investments Inc | 281 | $55.1K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 305 | $59.0K | 0.01% | +199+187.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 303 | $59.5K | 0.01% | −3−1.0% | Reduced |
| Hanson & Doremus Investment Management | 309 | $61.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 314 | $61.6K | 0.00% | −16−4.8% | Reduced |
| Evermay Wealth Management LLC | 314 | $61.6K | 0.01% | 00.0% | Unchanged |
| Financial Consulate, Inc | 315 | $61.8K | 0.01% | +315 | New |
| Atlantic Union Bankshares Corp | 321 | $63.0K | 0.00% | +151+88.8% | Added |
| Hemington Wealth Management | 339 | $66.0K | 0.01% | +18+5.6% | Added |
| Colonial Trust Co | 338 | $66.3K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 342 | $67.1K | 0.04% | −86−20.1% | Reduced |
| Independence Bank of Kentucky | 342 | $67.1K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 343 | $67.3K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 347 | $68.1K | 0.00% | +333+2,378.6% | Added |
| TD Capital Management LLC | 347 | $68.2K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 358 | $70.3K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 376 | $71.2K | 0.01% | +202+116.1% | Added |
| AdvisorNet Financial, Inc | 382 | $75.0K | 0.00% | +154+67.5% | Added |
| Walleye Capital LLC | 388 | $76.1K | 0.00% | −62−13.8% | Reduced |
| Cloud Capital Management, LLC | 396 | $77.0K | 0.04% | +396 | New |
| TSFG, LLC | 403 | $79.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 412 | $80.0K | 0.00% | −2,349−85.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 424 | $83.3K | 0.00% | −409−49.1% | Reduced |
| JFS Wealth Advisors, LLC | 425 | $83.3K | 0.00% | +1+0.2% | Added |
| Capital Advisors, Ltd. LLC | 429 | $84.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 430 | $84.4K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 433 | $85.0K | 0.07% | +92+27.0% | Added |
| HHM Wealth Advisors, LLC | 442 | $86.7K | 0.01% | +5+1.1% | Added |
| Whittier Trust Co of Nevada Inc | 479 | $90.7K | 0.00% | +71+17.4% | Added |