| Prestige Wealth Management Group LLC | 51 | $8.91K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 52 | $9.06K | 0.00% | −15−22.4% | Reduced |
| Rossby Financial, LCC | 53 | $9.21K | 0.00% | +5+10.4% | Added |
| Rialto Wealth Management, LLC | 54 | $9.39K | 0.00% | +20+58.8% | Added |
| Cornerstone Planning Group LLC | 53 | $9.49K | 0.00% | −3−5.4% | Reduced |
| Cornerstone Financial Management LLC | 55 | $9.56K | 0.01% | +30+120.0% | Added |
| Financial Consulate, Inc | 56 | $9.80K | 0.00% | +2+3.7% | Added |
| Park Square Financial Group, LLC | 57 | $9.91K | 0.09% | +6+11.8% | Added |
| Valued Wealth Advisors LLC | 58 | $10.1K | 0.00% | +14+31.8% | Added |
| South State Corp. | 59 | $10.3K | 0.00% | +3+5.4% | Added |
| Centennial Bank | 60 | $10.4K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 61 | $10.6K | 0.00% | +61 | New |
| Westfuller Advisors, LLC | 61 | $10.7K | 0.00% | +33+117.9% | Added |
| SBI Securities Co., Ltd. | 65 | $11.3K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 66 | $11.5K | 0.00% | +9+15.8% | Added |
| Ares Financial Consulting, LLC | 70 | $12.2K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 71 | $12.3K | 0.00% | +3+4.4% | Added |
| Kemnay Advisory Services Inc. | 74 | $12.9K | 0.00% | +10+15.6% | Added |
| DT Investment Partners, LLC | 75 | $13.0K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 76 | $13.2K | 0.01% | +19+33.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $13.9K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 91 | $15.0K | 0.00% | +4+4.6% | Added |
| Bayban | 88 | $15.3K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 90 | $15.6K | 0.00% | −315−77.8% | Reduced |
| Action Point Financial Planning, LLC | 96 | $16.0K | 0.00% | +96 | New |
| Bell Investment Advisors, Inc | 93 | $16.2K | 0.00% | +3+3.3% | Added |
| Boyd Watterson Asset Management LLC | 95 | $16.5K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 96 | $16.7K | 0.01% | +96 | New |
| Maseco LLP | 100 | $17.4K | 0.00% | −24−19.4% | Reduced |
| Atwood & Palmer Inc | 100 | $17.4K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 100 | $17.4K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 100 | $17.4K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 101 | $17.6K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 102 | $17.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 103 | $17.9K | 0.00% | +5+5.1% | Added |
| Wall Street Access Asset Management, LLC | 105 | $18.3K | 0.00% | +105 | New |
| NBT Bank N A | 111 | $19.3K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 113 | $19.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 118 | $20.5K | 0.00% | −603−83.6% | Reduced |
| ZRC Wealth Management, LLC | 121 | $21.0K | 0.01% | +69+132.7% | Added |
| Beacon Financial Strategies CORP | 125 | $21.7K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 126 | $21.9K | 0.00% | +1+0.8% | Added |
| Bogart Wealth, LLC | 126 | $21.9K | 0.00% | +26+26.0% | Added |
| Blue Bell Private Wealth Management, LLC | 128 | $22.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 131 | $22.8K | 0.00% | +10+8.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 136 | $23.6K | 0.01% | +136 | New |
| Covestor Ltd | 138 | $24.0K | 0.01% | +21+17.9% | Added |
| Salem Investment Counselors Inc | 139 | $24.3K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 146 | $25.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 147 | $25.6K | 0.00% | +147 | New |
| Beacon Investment Advisory Services, Inc. | 150 | $26.1K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 153 | $26.6K | 0.02% | −2−1.3% | Reduced |
| HHM Wealth Advisors, LLC | 160 | $27.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 164 | $28.5K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 169 | $29.5K | 0.00% | +130+333.3% | Added |
| Strive Financial Group ,LLC | 170 | $29.6K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 175 | $30.4K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 175 | $30.4K | 0.01% | +175 | New |
| Keating Financial Advisory Services, Inc. | 178 | $30.9K | 0.00% | +60+50.8% | Added |
| Crewe Advisors LLC | 180 | $31.4K | 0.00% | +160+800.0% | Added |
| JFS Wealth Advisors, LLC | 181 | $31.5K | 0.00% | +4+2.3% | Added |
| FNY Investment Advisers, LLC | 200 | $34.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 194 | $34.0K | 0.00% | +31+19.0% | Added |
| Triumph Capital Management | 209 | $36.3K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 214 | $37.2K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 220 | $38.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 226 | $39.0K | 0.00% | −66−22.6% | Reduced |
| Basecamp Wealth Advisors LLC | 230 | $40.0K | 0.01% | +27+13.3% | Added |
| Battery Global Advisors, LLC | 239 | $41.7K | 0.02% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 242 | $42.1K | 0.02% | +242 | New |
| Institute for Wealth Management, LLC. | 242 | $42.1K | 0.00% | +242 | New |
| Hickory Point Bank & Trust | 250 | $43.5K | 0.03% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 275 | $48.3K | 0.00% | +22+8.7% | Added |
| Olistico Wealth, LLC | 300 | $52.2K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 300 | $52.2K | 0.00% | +7+2.4% | Added |
| Harbor Investment Advisory, LLC | 303 | $52.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $55.6K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 320 | $55.6K | 0.02% | +5+1.6% | Added |
| First Horizon Corp | 320 | $55.6K | 0.00% | +260+433.3% | Added |
| JPL Wealth Management, LLC | 330 | $57.4K | 0.01% | +12+3.8% | Added |
| Zions Bancorporation, National Association | 334 | $58.1K | 0.00% | +19+6.0% | Added |
| Trust Co of Vermont | 335 | $58.2K | 0.00% | +335 | New |
| CNB Bank | 345 | $60.0K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 367 | $63.8K | 0.03% | +11+3.1% | Added |
| Transamerica Financial Advisors, Inc. | 369 | $64.5K | 0.01% | −27−6.8% | Reduced |
| Caldwell Trust Co | 381 | $66.2K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 397 | $69.0K | 0.00% | +6+1.5% | Added |
| Miller Capital Partners, Inc. | 400 | $69.5K | 0.03% | −535−57.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 390 | $70.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 409 | $71.1K | 0.00% | +409 | New |
| Loomis Sayles & Co L P | 422 | $73.4K | 0.00% | +422 | New |
| Deseret Mutual Benefit Administrators | 471 | $81.9K | 0.03% | −93−16.5% | Reduced |
| True Wealth Design, LLC | 472 | $82.1K | 0.02% | +71+17.7% | Added |
| Optiver Holding B.V. | 475 | $82.6K | 0.00% | +475 | New |
| Wealth Enhancement Trust Services, Inc. | 485 | $84.3K | 0.01% | +145+42.6% | Added |
| Onefund, LLC | 504 | $87.6K | 0.05% | −15−2.9% | Reduced |
| Group One Trading, L.P. | 508 | $88.3K | 0.00% | +508 | New |
| Wilkerson Advisory Group LLC | 513 | $89.2K | 0.03% | −25−4.6% | Reduced |
| New Age Alpha Advisors, LLC | 517 | $89.9K | 0.00% | +517 | New |
| Grove Bank & Trust | 533 | $92.7K | 0.01% | 00.0% | Unchanged |
