| Atlantic Private Wealth, LLC | 293 | $22.2K | 0.02% | +293 | New |
| REAP Financial Group, LLC | 296 | $22.3K | 0.01% | +296 | New |
| AllSquare Wealth Management LLC | 300 | $22.7K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 300 | $22.7K | 0.01% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 300 | $22.7K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $22.7K | 0.01% | +300 | New |
| Curio Wealth, LLC | 300 | $22.7K | 0.01% | +300 | New |
| Painted Porch Advisors LLC | 301 | $22.8K | 0.01% | −137−31.3% | Reduced |
| C M Bidwell & Associates Ltd | 303 | $22.9K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 307 | $23.2K | 0.01% | +32+11.6% | Added |
| Carolinas Wealth Consulting LLC | 308 | $23.3K | 0.00% | −722−70.1% | Reduced |
| Roxbury Financial LLC | 353 | $23.7K | 0.02% | +353 | New |
| Kestra Investment Management, LLC | 316 | $23.9K | 0.00% | +316 | New |
| Fortitude Family Office, LLC | 318 | $24.1K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 335 | $25.3K | 0.01% | +35+11.7% | Added |
| Park Place Capital Corp | 336 | $25.4K | 0.01% | −63−15.8% | Reduced |
| VSM Wealth Advisory, LLC | 3,496 | $25.8K | 0.01% | +3,496 | New |
| Cedar Mountain Advisors, LLC | 350 | $26.5K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 355 | $26.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 368 | $27.8K | 0.01% | +93+33.8% | Added |
| First PREMIER Bank | 366 | $28.0K | 0.01% | +366 | New |
| Wolff Wiese Magana LLC | 380 | $28.7K | 0.02% | +265+230.4% | Added |
| HighMark Wealth Management LLC | 392 | $29.6K | 0.02% | +166+73.5% | Added |
| Sierra Ocean, LLC | 413 | $31.2K | 0.03% | +413 | New |
| R Squared Ltd | 440 | $33.3K | 0.03% | +440 | New |
| Pinnacle Financial Partners Inc | 895 | $33.3K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 448 | $33.9K | 0.02% | +448 | New |
| Barrett & Company, Inc. | 450 | $34.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 450 | $34.0K | 0.00% | +450 | New |
| Clear Street Markets LLC | 452 | $34.2K | 0.01% | +452 | New |
| Fairfield Financial Advisors, LTD | 457 | $34.6K | 0.01% | +457 | New |
| Cary Street Partner Investment Advisory LLC | 460 | $34.8K | 0.02% | −8,915−95.1% | Reduced |
| CNB Bank | 477 | $36.1K | 0.02% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 480 | $36.3K | 0.03% | +480 | New |
| American Capital Advisory, LLC | 494 | $37.4K | 0.02% | +24+5.1% | Added |
| Tompkins Financial Corp | 500 | $37.8K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 500 | $37.8K | 0.00% | +500 | New |
| Salomon & Ludwin, LLC | 500 | $37.8K | 0.00% | +500 | New |
| Longview Financial Advisors LLC | 500 | $37.8K | 0.03% | +500 | New |
| Caz Investments LP | 500 | $38.0K | 0.05% | −6,500−92.9% | Reduced |
| Valley National Advisers Inc | 512 | $38.0K | 0.01% | +330+181.3% | Added |
| True Wealth Design, LLC | 503 | $38.1K | 0.01% | +114+29.3% | Added |
| Sandy Spring Bank | 509 | $38.5K | 0.00% | −267−34.4% | Reduced |
| ZRC Wealth Management, LLC | 511 | $38.6K | 0.02% | +200+64.3% | Added |
| Concord Wealth Partners | 527 | $39.9K | 0.01% | +300+132.2% | Added |
| Avion Wealth | 537 | $40.0K | 0.01% | +44+8.9% | Added |
| Global Wealth Strategies & Associates | 541 | $40.9K | 0.01% | +132+32.3% | Added |
| Financial Management Professionals, Inc. | 543 | $41.1K | 0.01% | +343+171.5% | Added |
| SWAN Capital LLC | 560 | $42.4K | 0.02% | +60+12.0% | Added |
| Plante Moran Financial Advisors, LLC | 568 | $43.0K | 0.00% | +8+1.4% | Added |
| Asset Dedication, LLC | 570 | $43.1K | 0.00% | −4,396−88.5% | Reduced |
| Semmax Financial Advisors Inc. | 366 | $43.2K | 0.01% | +366 | New |
| Catherine Avery Investment Management LLC | 575 | $43.5K | 0.04% | +575 | New |
| City State Bank | 587 | $44.4K | 0.02% | +37+6.7% | Added |
| Smithfield Trust Co | 592 | $45.0K | 0.00% | −8−1.3% | Reduced |
| Kennebec Savings Bank | 698 | $45.4K | 0.05% | +159+29.5% | Added |
| MPWM Advisory Solutions, LLC | 600 | $45.4K | 0.03% | +600 | New |
| Copia Wealth Management | 605 | $45.8K | 0.04% | +605 | New |
| Kohmann Bosshard Financial Services, LLC | 612 | $46.3K | 0.01% | +612 | New |
| Strategic Investment Solutions, Inc. | 623 | $46.5K | 0.02% | −1,315−67.9% | Reduced |
| Trivant Custom Portfolio Group, LLC | 620 | $46.9K | 0.03% | +470+313.3% | Added |
| WealthCollab, LLC | 627 | $47.4K | 0.03% | +627 | New |
| Activest Wealth Management | 632 | $47.8K | 0.01% | +226+55.7% | Added |
| LRI Investments, LLC | 640 | $48.4K | 0.00% | +60+10.3% | Added |
| Hurley Capital, LLC | 600 | $48.7K | 0.04% | +600 | New |
| Cape Investment Advisory, Inc. | 653 | $49.4K | 0.02% | −31−4.5% | Reduced |
| Country Trust Bank | 673 | $50.9K | 0.00% | +673 | New |
| Bay Harbor Wealth Management, LLC | 689 | $52.1K | 0.02% | 00.0% | Unchanged |
| Park Circle Co | 700 | $52.9K | 0.05% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 700 | $52.9K | 0.01% | +355+102.9% | Added |
| NBT Bank N A | 700 | $52.9K | 0.00% | +700 | New |
| Gainplan LLC | 708 | $53.5K | 0.02% | +708 | New |
| Financial Connections Group, Inc. | 715 | $54.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 730 | $55.2K | 0.02% | −7−0.9% | Reduced |
| Prestige Wealth Management Group LLC | 737 | $55.7K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 750 | $56.7K | 0.02% | 00.0% | Unchanged |
| Groupe la Francaise | 7,491 | $56.9K | 0.00% | +7,491 | New |
| Blue Bell Private Wealth Management, LLC | 756 | $57.2K | 0.01% | +338+80.9% | Added |
| Coastline Trust Co | 761 | $57.6K | 0.01% | +761 | New |
| Fourth Dimension Wealth, LLC | 766 | $57.9K | 0.03% | +766 | New |
| WFA Asset Management Corp | 784 | $59.3K | 0.03% | +784 | New |
| Evelyn Partners Investment Management Services Ltd | 790 | $59.7K | 0.01% | +790 | New |
| PSI Advisors, LLC | 795 | $60.1K | 0.02% | +397+99.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 799 | $60.5K | 0.02% | +799 | New |
| Westside Investment Management, Inc. | 803 | $60.7K | 0.01% | −397−33.1% | Reduced |
| Crewe Advisors LLC | 818 | $61.9K | 0.01% | −452−35.6% | Reduced |
| Anchor Investment Management, LLC | 826 | $62.5K | 0.01% | −89−9.7% | Reduced |
| Measured Risk Portfolios, Inc. | 843 | $63.8K | 0.07% | +843 | New |
| Bartlett & Co. Wealth Management LLC | 850 | $64.3K | 0.00% | −300−26.1% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 883 | $66.8K | 0.04% | +883 | New |
| Mather Group, LLC. | 890 | $67.3K | 0.00% | +448+101.4% | Added |
| Tradewinds Capital Management, LLC | 894 | $67.6K | 0.02% | +93+11.6% | Added |
| Atticus Wealth Management, LLC | 897 | $67.8K | 0.02% | +116+14.9% | Added |
| Hemington Wealth Management | 901 | $68.0K | 0.02% | +307+51.7% | Added |
| SRS Capital Advisors, Inc. | 921 | $69.7K | 0.00% | +526+133.2% | Added |
| Caldwell Sutter Capital, Inc. | 945 | $71.5K | 0.03% | +945 | New |
| GHP Investment Advisors, Inc. | 964 | $72.9K | 0.00% | +49+5.4% | Added |
| Vision Financial Markets LLC | 967 | $73.1K | 0.08% | +967 | New |
| CarsonAllaria Wealth Management, Ltd. | 970 | $73.4K | 0.04% | −196−16.8% | Reduced |
| UMA Financial Services, Inc. | 972 | $73.5K | 0.01% | +972 | New |
