| JNBA Financial Advisors | 96 | $8.15K | 0.00% | +31+47.7% | Added |
| Eastern Bank | 100 | $8.49K | 0.00% | −14−12.3% | Reduced |
| Y.D. More Investments Ltd | 387 | $8.57K | 0.00% | −38−8.9% | Reduced |
| 1 North Wealth Services LLC | 102 | $8.66K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 102 | $8.66K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 103 | $8.73K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 107 | $9.00K | 0.00% | +6+5.9% | Added |
| SJS Investment Consulting Inc. | 110 | $9.34K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 112 | $9.51K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 112 | $9.51K | 0.00% | +27+31.8% | Added |
| Cherry Tree Wealth Management, LLC | 114 | $9.68K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 115 | $9.75K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 117 | $9.92K | 0.00% | +1+0.9% | Added |
| Wealth Preservation Advisors, LLC | 121 | $10.3K | 0.01% | +121 | New |
| MTM Investment Management, LLC | 122 | $10.4K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 126 | $10.7K | 0.07% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 126 | $10.7K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 126 | $10.7K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 127 | $10.8K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 131 | $11.2K | 0.01% | +1+0.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 135 | $11.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 136 | $11.5K | 0.00% | +136 | New |
| Wilkerson Advisory Group LLC | 138 | $11.7K | 0.00% | +81+142.1% | Added |
| Curio Wealth, LLC | 140 | $11.9K | 0.00% | +5+3.7% | Added |
| Valley National Advisers Inc | 145 | $12.0K | 0.00% | +42+40.8% | Added |
| Prosperity Bancshares Inc | 144 | $12.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 147 | $12.5K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 149 | $12.6K | 0.00% | +149 | New |
| Adirondack Trust Co | 150 | $12.7K | 0.00% | −47−23.9% | Reduced |
| Piscataqua Savings Bank | 150 | $12.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 150 | $12.7K | 0.00% | +150 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 152 | $12.8K | 0.00% | −10−6.2% | Reduced |
| Fortitude Family Office, LLC | 152 | $12.9K | 0.00% | −102−40.2% | Reduced |
| Raffa Wealth Management, LLC | 152 | $12.9K | 0.00% | +4+2.7% | Added |
| Tortoise Investment Management, LLC | 153 | $13.0K | 0.00% | +153 | New |
| IMG Wealth Management, Inc. | 153 | $13.0K | 0.01% | +153 | New |
| Timothy G. Youngquist 2020 Irrevocable Trust | 162 | $13.8K | 0.01% | +162 | New |
| Highline Wealth Partners LLC | 176 | $14.9K | 0.00% | −36−17.0% | Reduced |
| Quarry LP | 180 | $15.3K | 0.00% | −12−6.3% | Reduced |
| Bank of Jackson Hole Trust | 180 | $15.3K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 183 | $15.5K | 0.00% | +159+662.5% | Added |
| WPG Advisers, LLC | 184 | $15.6K | 0.01% | −35−16.0% | Reduced |
| WealthCollab, LLC | 184 | $15.6K | 0.01% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 190 | $16.1K | 0.00% | −590,369−100.0% | Reduced |
| Silicon Valley Capital Partners | 190 | $16.2K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 191 | $16.2K | 0.01% | +50+35.5% | Added |
| Rational Advisors LLC | 192 | $16.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $17.0K | 0.00% | −150−42.9% | Reduced |
| Cornerstone Planning Group LLC | 196 | $17.4K | 0.00% | +63+47.4% | Added |
| Hollencrest Capital Management | 215 | $18.3K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 223 | $18.9K | 0.01% | +1+0.5% | Added |
| Security National Bank | 226 | $19.2K | 0.00% | +226 | New |
| JPL Wealth Management, LLC | 233 | $19.8K | 0.00% | +233 | New |
| GW&K Investment Management, LLC | 239 | $20.0K | 0.00% | +50+26.5% | Added |
| S&T Bank | 237 | $20.1K | 0.01% | +85+55.9% | Added |
| Scarborough Advisors, LLC | 247 | $21.0K | 0.00% | +247 | New |
| Kerr Financial Planning Corp | 238 | $21.5K | 0.03% | +2+0.8% | Added |
| Creative Financial Designs Inc | 254 | $21.6K | 0.00% | −56−18.1% | Reduced |
| Bogart Wealth, LLC | 261 | $22.2K | 0.00% | +69+35.9% | Added |
| Solstein Capital, LLC | 278 | $23.6K | 0.01% | +278 | New |
| Front Row Advisors LLC | 282 | $23.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 285 | $24.2K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 296 | $25.1K | 0.00% | +11+3.9% | Added |
| Tripletail Wealth Management, LLC | 300 | $26.0K | 0.04% | 00.0% | Unchanged |
| Access Investment Management LLC | 309 | $26.2K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 313 | $26.5K | 0.01% | +18+6.1% | Added |
| MCF Advisors LLC | 313 | $26.6K | 0.00% | −42−11.8% | Reduced |
| Farmers & Merchants Investments Inc | 316 | $26.8K | 0.00% | +85+36.8% | Added |
| Westside Investment Management, Inc. | 318 | $27.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 335 | $28.0K | 0.01% | +335 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 333 | $28.3K | 0.00% | −89−21.1% | Reduced |
| AdvisorNet Financial, Inc | 339 | $28.8K | 0.00% | −5−1.5% | Reduced |
| UMA Financial Services, Inc. | 340 | $28.9K | 0.00% | −60−15.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 345 | $29.3K | 0.00% | +5+1.5% | Added |
| Basecamp Wealth Advisors LLC | 377 | $32.0K | 0.01% | +17+4.7% | Added |
| Grove Bank & Trust | 383 | $32.5K | 0.00% | +31+8.8% | Added |
| Evelyn Partners Asset Management Ltd | 387 | $32.9K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 396 | $33.6K | 0.00% | +396 | New |
| Compagnie Lombard Odier SCmA | 400 | $34.0K | 0.00% | +400 | New |
| Rossby Financial, LCC | 405 | $34.5K | 0.01% | +242+148.5% | Added |
| Capital Advisors, Ltd. LLC | 407 | $35.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 418 | $35.5K | 0.01% | +195+87.4% | Added |
| Independence Bank of Kentucky | 425 | $36.1K | 0.00% | −25−5.6% | Reduced |
| Opal Wealth Advisors, LLC | 442 | $37.5K | 0.01% | +442 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $38.2K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 450 | $38.2K | 0.02% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 473 | $40.2K | 0.02% | +178+60.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 475 | $40.3K | 0.01% | +475 | New |
| Kemnay Advisory Services Inc. | 488 | $41.4K | 0.01% | +40+8.9% | Added |
| Salomon & Ludwin, LLC | 480 | $41.6K | 0.00% | −110−18.6% | Reduced |
| Stance Capital LLC | 500 | $42.4K | 0.02% | +500 | New |
| Bellevue Asset Management, LLC | 504 | $42.8K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 509 | $43.2K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 523 | $44.5K | 0.00% | +344+192.2% | Added |
| Osterweis Capital Management Inc | 539 | $45.8K | 0.00% | −461−46.1% | Reduced |
| Deseret Mutual Benefit Administrators | 545 | $46.3K | 0.02% | +147+36.9% | Added |
| Murphy & Mullick Capital Management Corp | 553 | $46.9K | 0.03% | 00.0% | Unchanged |
| LRI Investments, LLC | 593 | $50.3K | 0.00% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 620 | $52.6K | 0.03% | +620 | New |
| Versant Capital Management, Inc | 630 | $53.5K | 0.01% | +477+311.8% | Added |