| SIMA Wealth Partners, LLC | 132 | $19.4K | 0.02% | +70+112.9% | Added |
| Wiser Advisor Group LLC | 133 | $19.5K | 0.03% | +1+0.8% | Added |
| Roxbury Financial LLC | 127 | $19.7K | 0.02% | +1+0.8% | Added |
| Transce3nd, LLC | 136 | $20.0K | 0.01% | −417−75.4% | Reduced |
| TSFG, LLC | 139 | $20.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 145 | $21.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 145 | $21.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 146 | $21.4K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 147 | $21.6K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 150 | $22.0K | 0.02% | −50−25.0% | Reduced |
| Activest Wealth Management | 151 | $22.2K | 0.01% | +104+221.3% | Added |
| Winthrop Capital Management, LLC | 155 | $23.0K | 0.01% | −2−1.3% | Reduced |
| Private Wealth Management Group, LLC | 158 | $23.2K | 0.01% | +120+315.8% | Added |
| Abound Financial, LLC | 158 | $23.2K | 0.01% | +158 | New |
| Security National Bank | 160 | $23.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 160 | $23.5K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 165 | $24.2K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 166 | $24.4K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 167 | $24.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 170 | $25.0K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 171 | $25.1K | 0.02% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 172 | $25.3K | 0.02% | −22−11.3% | Reduced |
| Abound Wealth Management | 173 | $25.4K | 0.01% | −47−21.4% | Reduced |
| CGC Financial Services, LLC | 178 | $26.1K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 178 | $26.1K | 0.02% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 185 | $27.2K | 0.03% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 186 | $27.3K | 0.02% | +186 | New |
| Keener Financial Planning LLC | 196 | $28.0K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 191 | $28.1K | 0.02% | +191 | New |
| WPG Advisers, LLC | 192 | $28.2K | 0.03% | −2−1.0% | Reduced |
| Piscataqua Savings Bank | 194 | $28.5K | 0.03% | −130−40.1% | Reduced |
| Continuum Advisory, LLC | 195 | $28.6K | 0.00% | +63+47.7% | Added |
| AllSquare Wealth Management LLC | 200 | $29.4K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $29.4K | 0.01% | 00.0% | Unchanged |
| Curat Global, LLC | 200 | $29.4K | 0.04% | +200 | New |
| Meeder Asset Management Inc | 203 | $29.8K | 0.00% | −104−33.9% | Reduced |
| Greykasell Wealth Strategies, Inc. | 210 | $30.8K | 0.02% | +210 | New |
| Saudi Central Bank | 214 | $31.4K | 0.17% | +214 | New |
| Pacific Center for Financial Services | 217 | $31.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 215 | $32.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 219 | $32.2K | 0.02% | +1+0.5% | Added |
| Evelyn Partners Investment Management LLP | 220 | $32.3K | 0.00% | −525−70.5% | Reduced |
| NewSquare Capital LLC | 222 | $32.6K | 0.00% | +187+534.3% | Added |
| McClarren Financial Advisors, Inc. | 226 | $33.0K | 0.02% | +1+0.4% | Added |
| Cranbrook Wealth Management, LLC | 227 | $33.3K | 0.01% | +27+13.5% | Added |
| Cornerstone Planning Group LLC | 248 | $33.8K | 0.01% | +119+92.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 233 | $34.2K | 0.01% | −100−30.0% | Reduced |
| Centennial Bank | 240 | $35.2K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 243 | $35.6K | 0.01% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 250 | $36.7K | 0.03% | +250 | New |
| Horizon Bancorp Inc | 250 | $37.0K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 255 | $37.4K | 0.01% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 260 | $38.2K | 0.03% | −225−46.4% | Reduced |
| HHM Wealth Advisors, LLC | 263 | $38.6K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 265 | $38.9K | 0.03% | −75−22.1% | Reduced |
| Thompson Investment Management, Inc. | 267 | $39.3K | 0.01% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 269 | $39.5K | 0.02% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 271 | $39.8K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 279 | $41.0K | 0.02% | −8−2.8% | Reduced |
| Trivant Custom Portfolio Group, LLC | 280 | $41.1K | 0.02% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 283 | $41.6K | 0.01% | +83+41.5% | Added |
| Intelligent Financial Strategies | 287 | $42.1K | 0.02% | +287 | New |
| North Ridge Wealth Advisors, Inc. | 288 | $42.2K | 0.03% | −62−17.7% | Reduced |
| WealthCollab, LLC | 288 | $42.3K | 0.03% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 290 | $42.6K | 0.01% | +290 | New |
| NVWM, LLC | 293 | $43.0K | 0.01% | +3+1.0% | Added |
| Investment Management Corp | 301 | $44.3K | 0.04% | +191+173.6% | Added |
| First United Bank Trust | 305 | $44.8K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 306 | $44.9K | 0.01% | −8−2.5% | Reduced |
| Burkett Financial Services, LLC | 308 | $45.3K | 0.02% | +1+0.3% | Added |
| Perkins Coie Trust Co | 310 | $45.5K | 0.01% | −330−51.6% | Reduced |
| Carolinas Wealth Consulting LLC | 320 | $47.0K | 0.01% | −1,916−85.7% | Reduced |
| Creative Capital Management Investments LLC | 328 | $48.1K | 0.02% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 330 | $48.5K | 0.03% | 00.0% | Unchanged |
| Collier Financial | 334 | $49.0K | 0.04% | +2+0.6% | Added |
| Asset Planning,Inc | 338 | $49.6K | 0.04% | +1+0.3% | Added |
| Rise Advisors, LLC | 339 | $49.8K | 0.02% | −23−6.4% | Reduced |
| Mascoma Wealth Management LLC | 341 | $50.1K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 343 | $50.4K | 0.04% | +73+27.0% | Added |
| Dunhill Financial, LLC | 345 | $50.6K | 0.02% | −11−3.1% | Reduced |
| Valued Wealth Advisors LLC | 353 | $51.8K | 0.03% | +2+0.6% | Added |
| Smallwood Wealth Investment Management, LLC | 353 | $51.8K | 0.03% | +353 | New |
| Blue Bell Private Wealth Management, LLC | 354 | $52.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 358 | $52.6K | 0.01% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 359 | $52.7K | 0.03% | +359 | New |
| Tidemark, LLC | 368 | $54.1K | 0.02% | +36+10.8% | Added |
| Briaud Financial Planning, Inc | 379 | $55.0K | 0.02% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 380 | $55.8K | 0.66% | +380 | New |
| Cloud Capital Management, LLC | 387 | $56.0K | 0.04% | +387 | New |
| Greenline Partners, LLC | 384 | $56.4K | 0.01% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 391 | $57.4K | 0.02% | −112−22.3% | Reduced |
| Stephenson National Bank & Trust | 400 | $58.7K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 400 | $58.7K | 0.06% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 403 | $59.2K | 0.03% | +5+1.3% | Added |
| Cedar Mountain Advisors, LLC | 404 | $59.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 406 | $59.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 407 | $59.8K | 0.01% | −201−33.1% | Reduced |
| Delta Asset Management LLC | 416 | $61.1K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 422 | $62.0K | 0.03% | +16+3.9% | Added |
| VSM Wealth Advisory, LLC | 426 | $62.5K | 0.02% | +426 | New |