| Pilgrim Partners Asia Pte Ltd | 60 | $17.9K | 0.01% | −440−88.0% | Reduced |
| Peterson Wealth Services | 60 | $17.9K | 0.00% | +60 | New |
| Principia Wealth Advisory, LLC | 61 | $18.2K | 0.01% | +14+29.8% | Added |
| Old Point Trust & Financial Services N A | 61 | $18.2K | 0.01% | +61 | New |
| Alpha Financial Advisors, LLC | 61 | $18.2K | 0.01% | +61 | New |
| Medallion Wealth Advisors, LLC | 61 | $19.0K | 0.01% | −243−79.9% | Reduced |
| StrongBox Wealth, LLC | 64 | $19.1K | 0.01% | +64 | New |
| Vanguard National Trust Co | 65 | $19.4K | 0.00% | +42+182.6% | Added |
| Beacon Investment Advisory Services, Inc. | 66 | $19.7K | 0.00% | −45−40.5% | Reduced |
| Elevated Capital Advisors, LLC | 66 | $19.7K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 69 | $20.6K | 0.01% | +4+6.2% | Added |
| Graney & King, LLC | 70 | $20.9K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 74 | $22.0K | 0.01% | −30−28.8% | Reduced |
| Quintet Private Bank (Europe) S.A. | 75 | $22.3K | 0.00% | +75 | New |
| Cornerstone National Bank & Trust Co | 84 | $22.9K | 0.01% | −56−40.0% | Reduced |
| Washington Trust Advisors, Inc. | 78 | $23.2K | 0.00% | −128−62.1% | Reduced |
| West Paces Advisors Inc. | 79 | $23.5K | 0.00% | +79 | New |
| SWAN Capital LLC | 80 | $23.8K | 0.01% | −32−28.6% | Reduced |
| Retirement Wealth Solutions LLC | 80 | $23.8K | 0.01% | +15+23.1% | Added |
| Ameriflex Group, Inc. | 81 | $24.1K | 0.01% | +63+350.0% | Added |
| Ankerstar Wealth, LLC | 84 | $25.0K | 0.02% | −433−83.8% | Reduced |
| WPG Advisers, LLC | 84 | $25.0K | 0.01% | −16−16.0% | Reduced |
| American Capital Advisory, LLC | 85 | $25.2K | 0.01% | +53+165.6% | Added |
| Ogorek Anthony Joseph | 89 | $26.0K | 0.01% | +3+3.5% | Added |
| C M Bidwell & Associates Ltd | 89 | $26.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 94 | $28.0K | 0.00% | −7,838−98.8% | Reduced |
| Bruce G. Allen Investments, LLC | 96 | $28.6K | 0.02% | −28−22.6% | Reduced |
| Lavaca Capital LLC | 100 | $29.8K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $29.8K | 0.02% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 100 | $29.8K | 0.02% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 100 | $29.8K | 0.03% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 100 | $29.8K | 0.01% | +100 | New |
| Aberdeen Wealth Management LLC | 100 | $29.8K | 0.01% | +100 | New |
| Hurley Capital, LLC | 100 | $29.8K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $30.1K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 101 | $30.2K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 103 | $30.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 103 | $30.7K | 0.02% | +103 | New |
| Leo H. Evart, Inc. | 103 | $30.7K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 114 | $30.9K | 0.03% | −300−72.5% | Reduced |
| Tompkins Financial Corp | 104 | $31.0K | 0.00% | +104 | New |
| Ritter Daniher Financial Advisory LLC | 105 | $31.3K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 106 | $31.6K | 0.00% | +12+12.8% | Added |
| LifeSteps Financial, Inc. | 108 | $32.2K | 0.01% | +108 | New |
| Atlantic Edge Private Wealth Management, LLC | 110 | $32.8K | 0.01% | +10+10.0% | Added |
| Bay Harbor Wealth Management, LLC | 114 | $34.0K | 0.01% | +43+60.6% | Added |
| Marquette Asset Management, LLC | 114 | $34.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 95 | $34.3K | 0.01% | +95 | New |
| Tradewinds Capital Management, LLC | 115 | $34.3K | 0.01% | +3+2.7% | Added |
| Cetera Trust Company, N.A | 123 | $36.6K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 123 | $36.6K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 123 | $36.6K | 0.02% | +16+15.0% | Added |
| RiverPark Advisors, LLC | 124 | $36.9K | 0.02% | +124 | New |
| Roble, Belko & Company, Inc | 123 | $37.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 126 | $37.5K | 0.01% | +39+44.8% | Added |
| Dunhill Financial, LLC | 127 | $37.8K | 0.01% | −81−38.9% | Reduced |
| Hughes Financial Services, LLC | 130 | $38.8K | 0.01% | +31+31.3% | Added |
| Financial Gravity Companies, Inc. | 131 | $39.0K | 0.01% | +131 | New |
| Eukles Asset Management | 137 | $40.8K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 145 | $43.1K | 0.02% | +145 | New |
| Triumph Capital Management | 145 | $43.2K | 0.01% | −118−44.9% | Reduced |
| Cornerstone Planning Group LLC | 207 | $43.7K | 0.01% | +28+15.6% | Added |
| NCP Inc. | 150 | $44.7K | 0.06% | +150 | New |
| Ares Financial Consulting, LLC | 154 | $45.9K | 0.03% | +15+10.8% | Added |
| Bartlett & Co. Wealth Management LLC | 159 | $47.4K | 0.00% | +63+65.6% | Added |
| Sittner & Nelson, LLC | 164 | $48.9K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 165 | $49.0K | 0.00% | +165 | New |
| Intesa Sanpaolo Wealth Management | 165 | $49.2K | 0.01% | −35−17.5% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 166 | $49.5K | 0.01% | +166 | New |
| Acumen Wealth Advisors, LLC | 169 | $50.3K | 0.01% | −38−18.4% | Reduced |
| High Note Wealth, LLC | 174 | $51.8K | 0.01% | −4−2.2% | Reduced |
| Key Capital Management, INC | 177 | $52.7K | 0.03% | +177 | New |
| Vestor Capital, LLC | 1,317 | $53.0K | 0.00% | +561+74.2% | Added |
| Activest Wealth Management | 179 | $53.2K | 0.01% | −1,222−87.2% | Reduced |
| Custom Index Systems, LLC | 179 | $53.3K | 0.02% | +179 | New |
| Legacy Bridge, LLC | 180 | $53.6K | 0.02% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 181 | $53.8K | 0.01% | +181 | New |
| Financial Management Professionals, Inc. | 182 | $54.2K | 0.01% | +182 | New |
| Spurstone Advisory Services, LLC | 200 | $54.4K | 0.74% | +200 | New |
| Whittier Trust Co of Nevada Inc | 238 | $54.9K | 0.00% | +133+126.7% | Added |
| WealthCollab, LLC | 189 | $56.3K | 0.02% | +24+14.5% | Added |
| Country Trust Bank | 190 | $56.6K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 194 | $57.8K | 0.01% | +30+18.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 194 | $57.9K | 0.03% | −21−9.8% | Reduced |
| Founders Capital Management | 200 | $59.6K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $59.6K | 0.02% | 00.0% | Unchanged |
| Hartree Partners, LP | 200 | $59.6K | 0.01% | +200 | New |
| Canton Hathaway, LLC | 200 | $59.6K | 0.01% | +200 | New |
| Downshift Financial, LLC | 200 | $59.6K | 0.03% | +200 | New |
| Prestige Wealth Management Group LLC | 204 | $60.8K | 0.01% | +4+2.0% | Added |
| Wilkerson Advisory Group LLC | 208 | $62.0K | 0.02% | +23+12.4% | Added |
| Blue Bell Private Wealth Management, LLC | 209 | $62.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 209 | $62.3K | 0.02% | 00.0% | Unchanged |
| SBI Okasan Asset Management Co.Ltd. | 225 | $62.5K | 0.00% | −406−64.3% | Reduced |
| Cornerstone Financial Management LLC | 213 | $63.5K | 0.05% | +117+121.9% | Added |
| Private Wealth Management Group, LLC | 221 | $65.8K | 0.02% | −12−5.2% | Reduced |
| Catalyst Capital Advisors LLC | 228 | $67.9K | 0.00% | −91−28.5% | Reduced |
| Atlantic Trust, LLC | 229 | $68.2K | 0.01% | +100+77.5% | Added |
| Crewe Advisors LLC | 230 | $68.5K | 0.00% | +69+42.9% | Added |
| Tidemark, LLC | 252 | $75.1K | 0.02% | +4+1.6% | Added |
