| Cassady Schiller Wealth Management, LLC | 34 | $16.0K | 0.01% | +6+21.4% | Added |
| Anfield Capital Management, LLC | 34 | $16.0K | 0.01% | +34 | New |
| Millstone Evans Group, LLC | 35 | $16.4K | 0.01% | +35 | New |
| NCP Inc. | 36 | $16.8K | 0.01% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 36 | $16.9K | 0.01% | +36 | New |
| New Wave Wealth Advisors LLC | 37 | $17.4K | 0.01% | +37 | New |
| Gables Capital Management Inc. | 38 | $17.8K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 40 | $18.8K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 41 | $19.2K | 0.01% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 41 | $19.2K | 0.04% | 00.0% | Unchanged |
| Financial Life Planners | 43 | $20.2K | 0.02% | +43 | New |
| Close Asset Management Ltd | 45 | $21.0K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 45 | $21.0K | 0.00% | +45 | New |
| Accredited Wealth Management, LLC | 45 | $21.1K | 0.02% | +45 | New |
| Silvant Capital Management LLC | 49 | $23.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 50 | $23.5K | 0.00% | −17−25.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 50 | $23.5K | 0.00% | +50 | New |
| Roble, Belko & Company, Inc | 54 | $25.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 53 | $25.2K | 0.00% | +5+10.4% | Added |
| Caldwell Sutter Capital, Inc. | 54 | $25.3K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 54 | $25.3K | 0.00% | +10+22.7% | Added |
| Dunhill Financial, LLC | 55 | $25.7K | 0.01% | +16+41.0% | Added |
| DHJJ Financial Advisors, Ltd. | 55 | $25.8K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 56 | $26.1K | 0.00% | +3+5.7% | Added |
| St Germain D J Co Inc | 57 | $26.8K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 57 | $26.8K | 0.02% | +57 | New |
| Eisler Capital Management Ltd. | 58 | $27.2K | 0.00% | +58 | New |
| Bank & Trust Co | 60 | $28.2K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $28.3K | 0.00% | −64−51.6% | Reduced |
| Frazier Financial Advisors, LLC | 61 | $28.5K | 0.02% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $29.6K | 0.01% | +10+18.9% | Added |
| Evelyn Partners Asset Management Ltd | 63 | $29.6K | 0.01% | +63 | New |
| Armstrong Advisory Group, Inc | 63 | $29.6K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 64 | $30.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $30.0K | 0.01% | +7+12.3% | Added |
| Richards, Merrill & Peterson, Inc. | 65 | $30.5K | 0.02% | +65 | New |
| UMA Financial Services, Inc. | 65 | $30.5K | 0.01% | +65 | New |
| Whipplewood Advisors, LLC | 67 | $31.4K | 0.02% | +67 | New |
| FSA Wealth Management LLC | 68 | $31.9K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 68 | $31.9K | 0.02% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 69 | $32.0K | 0.01% | +69 | New |
| JNBA Financial Advisors | 70 | $32.9K | 0.00% | +6+9.4% | Added |
| Lowe Wealth Advisors, LLC | 71 | $33.3K | 0.01% | −7−9.0% | Reduced |
| Riverview Trust Co | 71 | $33.3K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 71 | $33.3K | 0.00% | +71 | New |
| Bellwether Advisors, LLC | 71 | $33.3K | 0.01% | +71 | New |
| Van Hulzen Asset Management, LLC | 71 | $33.3K | 0.00% | +71 | New |
| Solstein Capital, LLC | 72 | $33.8K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 72 | $33.8K | 0.07% | +23+46.9% | Added |
| McIlrath & Eck, LLC | 74 | $34.5K | 0.00% | +1+1.4% | Added |
| Bellevue Asset Management, LLC | 75 | $35.2K | 0.02% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 75 | $35.2K | 0.00% | −55−42.3% | Reduced |
| Talon Private Wealth, LLC | 75 | $35.2K | 0.01% | +75 | New |
| Fedenia Advisers LLC | 75 | $35.2K | 0.02% | +75 | New |
| Holos Integrated Wealth LLC | 75 | $35.2K | 0.02% | +75 | New |
| Jackson, Grant Investment Advisers, Inc. | 76 | $35.7K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 80 | $37.5K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 80 | $37.8K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 82 | $38.5K | 0.01% | −112−57.7% | Reduced |
| Modus Advisors, LLC | 82 | $38.5K | 0.01% | +82 | New |
| Financially Speaking Inc | 83 | $39.0K | 0.03% | +83 | New |
| South State Corp. | 85 | $40.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 86 | $40.1K | 0.00% | +2+2.4% | Added |
| Stonebridge Financial Group, LLC | 89 | $41.8K | 0.00% | +89 | New |
| MCF Advisors LLC | 90 | $42.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 93 | $43.6K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 94 | $44.1K | 0.02% | +70+291.7% | Added |
| Private Wealth Management Group, LLC | 95 | $44.6K | 0.02% | +19+25.0% | Added |
| Tidemark, LLC | 99 | $46.6K | 0.02% | +5+5.3% | Added |
| VSM Wealth Advisory, LLC | 100 | $46.9K | 0.02% | +100 | New |
| Ball & Co Wealth Management Inc. | 100 | $47.0K | 0.04% | +100 | New |
| Maryland Capital Advisors Inc. | 104 | $48.8K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 105 | $49.3K | 0.01% | +32+43.8% | Added |
| Hanson & Doremus Investment Management | 107 | $50.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 107 | $50.2K | 0.05% | +107 | New |
| Creative Financial Designs Inc | 107 | $50.4K | 0.00% | −27−20.1% | Reduced |
| GoalVest Advisory LLC | 109 | $51.2K | 0.01% | +10+10.1% | Added |
| Canton Hathaway, LLC | 110 | $52.0K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 111 | $52.0K | 0.05% | +33+42.3% | Added |
| Eagle Bay Advisors LLC | 112 | $52.6K | 0.03% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 118 | $55.0K | 0.03% | −12−9.2% | Reduced |
| Toth Financial Advisory Corp | 120 | $56.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 123 | $57.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 124 | $58.0K | 0.00% | −4−3.1% | Reduced |
| High Note Wealth, LLC | 125 | $58.7K | 0.02% | +125 | New |
| Park Place Capital Corp | 126 | $59.1K | 0.02% | −533−80.9% | Reduced |
| HHM Wealth Advisors, LLC | 127 | $59.6K | 0.01% | +105+477.3% | Added |
| GPS Wealth Strategies Group, LLC | 129 | $60.6K | 0.01% | −10−7.2% | Reduced |
| Crews Bank & Trust | 133 | $62.4K | 0.01% | +133 | New |
| Erste Asset Management GmbH | 135 | $63.0K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 121 | $63.9K | 0.00% | +121 | New |
| Caitong International Asset Management Co., Ltd | 141 | $66.2K | 0.06% | +141 | New |
| Carolinas Wealth Consulting LLC | 143 | $67.1K | 0.01% | +1+0.7% | Added |
| Sugarloaf Wealth Management, LLC | 145 | $68.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 149 | $70.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 150 | $70.4K | 0.05% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 155 | $72.7K | 0.01% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 162 | $75.8K | 0.04% | +1+0.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 151 | $76.0K | 0.00% | −5−3.2% | Reduced |
| Global Wealth Strategies & Associates | 165 | $77.4K | 0.02% | 00.0% | Unchanged |