| DT Investment Partners, LLC | 25 | $9.56K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 26 | $9.94K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $10.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 27 | $10.3K | 0.00% | +21+350.0% | Added |
| Optimum Investment Advisors | 28 | $10.7K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 28 | $10.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 28 | $10.7K | 0.00% | +28 | New |
| Murphy & Mullick Capital Management Corp | 29 | $11.1K | 0.01% | +29 | New |
| Nova Wealth Management, Inc. | 30 | $11.5K | 0.01% | +30 | New |
| Runnymede Capital Advisors, Inc. | 30 | $11.5K | 0.01% | +30 | New |
| Medallion Wealth Advisors, LLC | 30 | $11.5K | 0.01% | +30 | New |
| Criterion Capital Advisors, LLC | 40 | $11.9K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 32 | $12.2K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 32 | $12.2K | 0.00% | −2−5.9% | Reduced |
| Heritage Wealth Advisors | 33 | $12.6K | 0.00% | −11−25.0% | Reduced |
| New Age Alpha Advisors, LLC | 33 | $12.6K | 0.00% | +5+17.9% | Added |
| Whipplewood Advisors, LLC | 33 | $12.6K | 0.01% | +33 | New |
| Sawyer & Company, Inc | 35 | $13.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $13.0K | 0.00% | −82−70.7% | Reduced |
| Estabrook Capital Management | 35 | $13.4K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 36 | $13.8K | 0.01% | +1+2.9% | Added |
| Bell Investment Advisors, Inc | 39 | $14.9K | 0.00% | +1+2.6% | Added |
| McIlrath & Eck, LLC | 40 | $15.3K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 40 | $15.3K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 40 | $15.3K | 0.00% | +30+300.0% | Added |
| BFSG, LLC | 40 | $15.3K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $15.3K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 40 | $15.4K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 41 | $15.7K | 0.02% | +41 | New |
| Brown, Lisle/Cummings, Inc. | 42 | $16.1K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 43 | $16.4K | 0.00% | −80−65.0% | Reduced |
| New Wave Wealth Advisors LLC | 43 | $16.4K | 0.01% | +43 | New |
| Capital A Wealth Management, LLC | 46 | $17.6K | 0.03% | +46 | New |
| Washington Trust Co | 47 | $18.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 44 | $18.2K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 49 | $18.2K | 0.01% | +49 | New |
| Pacifica Partners Inc. | 50 | $18.6K | 0.01% | −205−80.4% | Reduced |
| Field & Main Bank | 50 | $19.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 50 | $19.1K | 0.01% | −2−3.8% | Reduced |
| Eagle Bay Advisors LLC | 50 | $19.1K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 50 | $19.1K | 0.00% | +50 | New |
| Central Trust Co | 51 | $19.5K | 0.00% | +6+13.3% | Added |
| Bogart Wealth, LLC | 54 | $20.6K | 0.00% | −20−27.0% | Reduced |
| LRI Investments, LLC | 55 | $21.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 55 | $21.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 58 | $22.2K | 0.00% | −630−91.6% | Reduced |
| LFA - Lugano Financial Advisors SA | 63 | $24.1K | 0.02% | +63 | New |
| Union Savings Bank | 65 | $24.9K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 65 | $24.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 66 | $25.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 68 | $26.0K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 69 | $26.4K | 0.00% | +69 | New |
| Larson Financial Group LLC | 71 | $27.2K | 0.00% | −26−26.8% | Reduced |
| Delta Asset Management LLC | 75 | $28.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 75 | $28.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 76 | $29.1K | 0.00% | −1−1.3% | Reduced |
| WPG Advisers, LLC | 76 | $29.1K | 0.03% | +76 | New |
| Cape Investment Advisory, Inc. | 78 | $29.8K | 0.01% | −242−75.6% | Reduced |
| Anderson Financial Strategies, LLC | 78 | $29.8K | 0.02% | +78 | New |
| Richardson Financial Services Inc. | 78 | $30.0K | 0.02% | +15+23.8% | Added |
| Sugarloaf Wealth Management, LLC | 82 | $31.4K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 83 | $31.7K | 0.02% | 00.0% | Unchanged |
| Luminist Capital LLC | 83 | $31.7K | 0.06% | +83 | New |
| Kestra Investment Management, LLC | 83 | $31.7K | 0.00% | +83 | New |
| Roxbury Financial LLC | 100 | $32.1K | 0.03% | +100 | New |
| Bradley & Co. Private Wealth Management, LLC | 84 | $32.1K | 0.02% | +84 | New |
| Asset Planning,Inc | 85 | $32.5K | 0.02% | +85 | New |
| Sound Income Strategies, LLC | 86 | $32.9K | 0.00% | +65+309.5% | Added |
| TSFG, LLC | 87 | $33.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 93 | $35.6K | 0.01% | +93 | New |
| MV Capital Management, Inc. | 93 | $35.6K | 0.00% | +37+66.1% | Added |
| Caitlin John, LLC | 94 | $35.9K | 0.02% | −4−4.1% | Reduced |
| Catalyst Capital Advisors LLC | 94 | $35.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 95 | $36.3K | 0.01% | −523−84.6% | Reduced |
| Pittenger & Anderson Inc | 95 | $36.3K | 0.00% | +33+53.2% | Added |
| Hazlett, Burt & Watson, Inc. | 100 | $38.0K | 0.02% | −104−51.0% | Reduced |
| Ameliora Wealth Management Ltd. | 100 | $38.2K | 0.01% | +100 | New |
| XY Capital Ltd | 100 | $38.2K | 0.04% | +100 | New |
| Evelyn Partners Investment Management LLP | 100 | $38.2K | 0.00% | +100 | New |
| Quarry LP | 105 | $40.2K | 0.01% | −4−3.7% | Reduced |
| Ridgewood Investments LLC | 110 | $42.1K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 110 | $42.1K | 0.01% | +110 | New |
| Aventura Private Wealth, LLC | 113 | $43.2K | 0.02% | +113 | New |
| Stonebridge Financial Group, LLC | 114 | $43.6K | 0.00% | +114 | New |
| Game Plan Financial Advisors, LLC | 115 | $43.9K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 116 | $44.4K | 0.00% | +25+27.5% | Added |
| HHM Wealth Advisors, LLC | 123 | $47.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 125 | $47.8K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 125 | $48.0K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 126 | $48.0K | 0.02% | +83+193.0% | Added |
| GPS Wealth Strategies Group, LLC | 128 | $48.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 136 | $52.0K | 0.00% | +5+3.8% | Added |
| High Note Wealth, LLC | 138 | $52.8K | 0.01% | +138 | New |
| Tompkins Financial Corp | 140 | $53.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 145 | $55.5K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 160 | $61.2K | 0.04% | +120+300.0% | Added |
| Fourth Dimension Wealth, LLC | 160 | $61.2K | 0.03% | +160 | New |
| Grove Bank & Trust | 163 | $62.3K | 0.01% | +1+0.6% | Added |
| Carolinas Wealth Consulting LLC | 166 | $63.4K | 0.01% | +39+30.7% | Added |
| Tobam | 178 | $68.0K | 0.02% | −215−54.7% | Reduced |