| Y.D. More Investments Ltd | 311 | $172 | 0.00% | +311 | New |
| Redwood Wealth Management Group, LLC | 2 | $415 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $623 | 0.00% | +1+50.0% | Added |
| TruNorth Capital Management, LLC | 3 | $623 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $624 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $831 | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Horizon Financial Services, LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 7 | $1.45K | 0.00% | +7 | New |
| FPC Investment Advisory, Inc. | 7 | $1.55K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $1.66K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 9 | $1.87K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 9 | $1.87K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 9 | $1.87K | 0.00% | +9 | New |
| Coston, McIsaac & Partners | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 9 | $2.01K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 10 | $2.08K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $2.08K | 0.00% | −90−90.0% | Reduced |
| Bellevue Asset Management, LLC | 11 | $2.28K | 0.00% | −2−15.4% | Reduced |
| Westside Investment Management, Inc. | 13 | $2.70K | 0.00% | +13 | New |
| New Millennium Group LLC | 15 | $3.12K | 0.00% | +15 | New |
| NVWM, LLC | 17 | $3.53K | 0.00% | +2+13.3% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 17 | $3.53K | 0.00% | +17 | New |
| HHM Wealth Advisors, LLC | 18 | $3.74K | 0.00% | +18 | New |
| North Star Investment Management Corp. | 20 | $4.15K | 0.00% | −33−62.3% | Reduced |
| Coppell Advisory Solutions LLC | 21 | $4.36K | 0.00% | +21 | New |
| POM Investment Strategies, LLC | 23 | $4.78K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 26 | $5.40K | 0.00% | +3+13.0% | Added |
| TFC Financial Management | 27 | $5.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $6.23K | 0.00% | +7+30.4% | Added |
| Proffitt & Goodson Inc | 30 | $6.23K | 0.00% | +30 | New |
| Frazier Financial Advisors, LLC | 30 | $6.25K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 31 | $6.44K | 0.00% | +31 | New |
| Hoey Investments, Inc | 32 | $6.65K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 32 | $6.65K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 34 | $7.06K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 34 | $7.06K | 0.00% | +34 | New |
| Larson Financial Group LLC | 34 | $7.11K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $7.27K | 0.01% | +5+16.7% | Added |
| Abich Financial Wealth Management LLC | 35 | $7.27K | 0.00% | +35 | New |
| Unique Wealth Strategies, LLC | 37 | $7.65K | 0.00% | +37 | New |
| Pittenger & Anderson Inc | 37 | $7.69K | 0.00% | +37 | New |
| Wetzel Investment Advisors, Inc. | 38 | $7.86K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 39 | $8.02K | 0.00% | −1−2.5% | Reduced |
| Institutional & Family Asset Management, LLC | 39 | $8.10K | 0.00% | −18−31.6% | Reduced |
| SJS Investment Consulting Inc. | 39 | $8.10K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 39 | $8.12K | 0.00% | +39 | Added |
| Annapolis Financial Services, LLC | 42 | $8.72K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 42 | $8.72K | 0.00% | +42 | New |
| First Financial Corp | 43 | $8.93K | 0.00% | −48−52.7% | Reduced |
| First Pacific Financial | 43 | $8.93K | 0.00% | −16−27.1% | Reduced |
| Mascoma Wealth Management LLC | 47 | $9.76K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 47 | $9.76K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 46 | $10.0K | 0.01% | +46 | New |
| Rakuten Securities, Inc. | 50 | $10.4K | 0.00% | −54−51.9% | Reduced |
| M&R Capital Management Inc | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 52 | $10.8K | 0.01% | +1+2.0% | Added |
| First PREMIER Bank | 54 | $11.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 56 | $11.0K | 0.00% | +10+21.7% | Added |
| RFP Financial Group LLC | 55 | $11.4K | 0.00% | −23−29.5% | Reduced |
| Ruedi Wealth Management, Inc. | 56 | $11.6K | 0.00% | +56 | New |
| Old Second National Bank of Aurora | 58 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 58 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 60 | $12.5K | 0.01% | +60 | New |
| Globeflex Capital L P | 61 | $12.7K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 63 | $13.1K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 64 | $13.3K | 0.00% | +27+73.0% | Added |
| Key Financial Inc | 66 | $13.7K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 68 | $14.1K | 0.00% | +68 | New |
| Householder Group Estate & Retirement Specialist, LLC | 76 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 73 | $15.2K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 73 | $15.2K | 0.01% | +10+15.9% | Added |
| Vista Private Wealth Partners. LLC | 73 | $15.2K | 0.01% | +73 | New |
| Embree Financial Group | 74 | $15.4K | 0.00% | +74 | New |
| Atwood & Palmer Inc | 75 | $15.6K | 0.00% | −9−10.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 75 | $15.6K | 0.01% | +25+50.0% | Added |
| Mendota Financial Group, LLC | 77 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 78 | $16.2K | 0.01% | −36−31.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 80 | $16.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 84 | $17.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 86 | $17.9K | 0.01% | +3+3.6% | Added |
| PFS Partners, LLC | 89 | $18.4K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 91 | $18.9K | 0.00% | +91 | New |
| Gradient Investments LLC | 97 | $20.1K | 0.00% | +88+977.8% | Added |
| Cornerstone Planning Group LLC | 98 | $20.7K | 0.01% | +12+14.0% | Added |
| Manitou Investment Management Ltd. | 100 | $20.8K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 101 | $21.0K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 103 | $21.4K | 0.00% | +59+134.1% | Added |
| Carmichael Hill & Associates, Inc. | 103 | $21.4K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 104 | $21.6K | 0.00% | −163−61.0% | Reduced |
| Beacon Capital Management, LLC | 105 | $21.8K | 0.00% | +12+12.9% | Added |
| West Paces Advisors Inc. | 107 | $22.2K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 111 | $23.1K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 111 | $23.1K | 0.01% | +111 | New |
| JNBA Financial Advisors | 115 | $23.9K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 115 | $23.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 116 | $24.0K | 0.01% | −7−5.7% | Reduced |