| J.Safra Asset Management Corp | 45 | $12.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 45 | $12.4K | 0.01% | +2+4.7% | Added |
| Whipplewood Advisors, LLC | 46 | $12.7K | 0.01% | +46 | New |
| Park Place Capital Corp | 49 | $13.5K | 0.00% | +1+2.1% | Added |
| Joseph Group Capital Management | 50 | $13.8K | 0.00% | +19+61.3% | Added |
| Covestor Ltd | 50 | $14.0K | 0.01% | −39−43.8% | Reduced |
| SJS Investment Consulting Inc. | 57 | $15.7K | 0.00% | +24+72.7% | Added |
| Abound Wealth Management | 58 | $16.1K | 0.00% | +5+9.4% | Added |
| Raffa Wealth Management, LLC | 60 | $16.5K | 0.00% | +3+5.3% | Added |
| WPG Advisers, LLC | 62 | $17.1K | 0.01% | −8−11.4% | Reduced |
| SWAN Capital LLC | 63 | $17.3K | 0.01% | +63 | New |
| Kemnay Advisory Services Inc. | 70 | $19.3K | 0.00% | −26−27.1% | Reduced |
| Purpose Unlimited Inc. | 70 | $19.3K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 73 | $20.1K | 0.01% | +51+231.8% | Added |
| South State Corp. | 76 | $20.9K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 78 | $21.5K | 0.01% | +32+69.6% | Added |
| Valued Wealth Advisors LLC | 79 | $21.8K | 0.01% | +15+23.4% | Added |
| Accordant Advisory Group Inc | 80 | $22.0K | 0.01% | +80 | New |
| Bank of Jackson Hole Trust | 85 | $23.4K | 0.01% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 89 | $24.5K | 0.01% | +89 | New |
| ORG Wealth Partners, LLC | 90 | $24.8K | 0.00% | +90 | New |
| S&T Bank | 90 | $24.8K | 0.01% | +36+66.7% | Added |
| Ares Financial Consulting, LLC | 93 | $26.2K | 0.02% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 98 | $27.0K | 0.02% | +98 | New |
| Fourth Dimension Wealth, LLC | 100 | $27.5K | 0.01% | −857−89.6% | Reduced |
| First Community Trust NA | 100 | $27.5K | 0.02% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 100 | $27.5K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $27.5K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $27.5K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 100 | $27.5K | 0.03% | 00.0% | Unchanged |
| City State Bank | 100 | $27.5K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 100 | $27.5K | 0.02% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $27.5K | 0.03% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 100 | $27.5K | 0.01% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 100 | $27.5K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $27.5K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $27.5K | 0.00% | +100 | New |
| Beacon Investment Advisory Services, Inc. | 100 | $27.5K | 0.00% | +100 | New |
| Magnolia Wealth Management, LLC | 100 | $27.5K | 0.02% | +100 | New |
| Main Street Group, LTD | 100 | $27.5K | 0.01% | +100 | New |
| Marshall Investment Management, LLC | 100 | $27.5K | 0.01% | +100 | New |
| Capital Advisor Network LLC | 100 | $27.5K | 0.04% | +100 | New |
| Rocky Mountain Advisers, LLC | 102 | $28.0K | 0.01% | +1+1.0% | Added |
| Pin Oak Investment Advisors Inc | 100 | $28.0K | 0.02% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 102 | $28.0K | 0.01% | +1+1.0% | Added |
| GGM Financials LLC | 103 | $28.3K | 0.01% | +1+1.0% | Added |
| Monetary Solutions, Ltd | 103 | $28.3K | 0.03% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 104 | $28.8K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 106 | $29.2K | 0.00% | +6+6.0% | Added |
| Frazier Financial Advisors, LLC | 106 | $29.2K | 0.02% | −30−22.1% | Reduced |
| Atlas Capital Advisors LLC | 107 | $29.4K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 108 | $29.6K | 0.01% | +1+0.9% | Added |
| JPL Wealth Management, LLC | 108 | $29.7K | 0.01% | +108 | New |
| Smallwood Wealth Investment Management, LLC | 109 | $30.0K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 112 | $30.8K | 0.00% | +52+86.7% | Added |
| Medallion Wealth Advisors, LLC | 114 | $31.4K | 0.01% | −1−0.9% | Reduced |
| Tradewinds Capital Management, LLC | 115 | $31.6K | 0.01% | 00.0% | Unchanged |
| Peterson Wealth Management | 117 | $32.1K | 0.02% | +117 | New |
| Sofos Investments, Inc. | 120 | $33.0K | 0.01% | 00.0% | Unchanged |
| Ballast Advisors LLC | 120 | $33.0K | 0.01% | +120 | New |
| Vision Retirement, LLC | 122 | $33.6K | 0.01% | +12+10.9% | Added |
| Kingdom Financial Group LLC. | 123 | $33.8K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 123 | $33.8K | 0.01% | +4+3.4% | Added |
| Lloyd Advisory Services, LLC. | 123 | $33.8K | 0.01% | +123 | New |
| Smithfield Trust Co | 125 | $34.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 124 | $34.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 126 | $34.7K | 0.01% | +30+31.3% | Added |
| Trust Co | 127 | $34.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 127 | $34.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 129 | $35.5K | 0.00% | −4−3.0% | Reduced |
| Sarver Vrooman Wealth Advisors | 130 | $35.8K | 0.02% | −58−30.9% | Reduced |
| Wellington Grp LLC | 132 | $36.3K | 0.01% | +10+8.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 136 | $37.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 137 | $37.7K | 0.01% | −36−20.8% | Reduced |
| Bogart Wealth, LLC | 143 | $39.4K | 0.00% | +13+10.0% | Added |
| TIAA Wealth Investment Management LLC | 147 | $39.6K | 0.00% | +147 | New |
| Aspect Partners, LLC | 145 | $39.8K | 0.02% | +1+0.7% | Added |
| Farmers & Merchants Investments Inc | 145 | $39.9K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 147 | $40.5K | 0.01% | +147 | New |
| Glen Eagle Advisors, LLC | 147 | $40.5K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 151 | $41.6K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 153 | $42.2K | 0.00% | −9−5.6% | Reduced |
| Westside Investment Management, Inc. | 156 | $42.9K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 159 | $43.9K | 0.00% | +29+22.3% | Added |
| Montag A & Associates Inc | 160 | $44.3K | 0.00% | +69+75.8% | Added |
| DiNuzzo Private Wealth, Inc. | 162 | $44.7K | 0.00% | +1+0.6% | Added |
| Dogwood Wealth Management LLC | 163 | $44.9K | 0.02% | +28+20.7% | Added |
| Raleigh Capital Management Inc. | 165 | $45.3K | 0.02% | +6+3.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 170 | $46.9K | 0.00% | −30,972−99.5% | Reduced |
| Basecamp Wealth Advisors LLC | 180 | $49.6K | 0.01% | +10+5.9% | Added |
| Wall Street Financial Group, Inc. | 181 | $49.8K | 0.03% | +181 | New |
| Quest 10 Wealth Builders, Inc. | 182 | $50.0K | 0.04% | +100+122.0% | Added |
| GW&K Investment Management, LLC | 183 | $50.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 191 | $50.3K | 0.01% | +19+11.0% | Added |
| Solstein Capital, LLC | 186 | $51.2K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 187 | $51.5K | 0.02% | −27−12.6% | Reduced |
| Avion Wealth | 190 | $52.0K | 0.01% | +10+5.6% | Added |
| Dynamic Wealth Strategies, LLC | 193 | $53.1K | 0.03% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 193 | $53.2K | 0.00% | +5+2.7% | Added |
| First Horizon Corp | 198 | $54.5K | 0.00% | +106+115.2% | Added |