| WealthCollab, LLC | 252 | $17.3K | 0.01% | +252 | New |
| Cassady Schiller Wealth Management, LLC | 259 | $17.8K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 260 | $17.9K | 0.03% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 271 | $18.0K | 0.01% | +271 | New |
| Sachetta, LLC | 263 | $18.1K | 0.01% | +263 | New |
| Blue Bell Private Wealth Management, LLC | 266 | $18.3K | 0.00% | +200+303.0% | Added |
| Abound Wealth Management | 274 | $18.9K | 0.01% | −296−51.9% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 273 | $19.0K | 0.01% | +158+137.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 277 | $19.1K | 0.01% | +277 | New |
| Trifecta Capital Advisors, LLC | 282 | $19.4K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 288 | $19.8K | 0.02% | +2+0.7% | Added |
| True Wealth Design, LLC | 289 | $19.9K | 0.01% | +289 | New |
| Bear Mountain Capital, Inc. | 315 | $20.3K | 0.01% | +315 | New |
| GPS Wealth Strategies Group, LLC | 300 | $20.6K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 308 | $21.2K | 0.01% | −4,633−93.8% | Reduced |
| Scarborough Advisors, LLC | 313 | $21.5K | 0.00% | +313 | New |
| Investors Research Corp | 319 | $21.9K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 321 | $22.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 321 | $22.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 324 | $22.3K | 0.01% | +1+0.3% | Added |
| America First Investment Advisors, LLC | 325 | $22.4K | 0.01% | −340−51.1% | Reduced |
| CGC Financial Services, LLC | 325 | $22.4K | 0.01% | +325 | New |
| Private Wealth Management Group, LLC | 328 | $22.6K | 0.01% | +328 | New |
| Beaird Harris Wealth Management, LLC | 335 | $23.0K | 0.00% | +58+20.9% | Added |
| Essex Investment Management Co LLC | 341 | $23.5K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 344 | $23.7K | 0.01% | +1+0.3% | Added |
| Jones Financial Companies LLLP | 345 | $23.7K | 0.00% | −22−6.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 289 | $24.1K | 0.00% | −1−0.3% | Reduced |
| IAG Wealth Partners, LLC | 370 | $25.5K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 393 | $27.0K | 0.01% | +1+0.3% | Added |
| Cedar Mountain Advisors, LLC | 393 | $27.0K | 0.01% | +1+0.3% | Added |
| American Capital Advisory, LLC | 395 | $27.2K | 0.02% | +395 | New |
| Indiana Trust & Investment Management CO | 400 | $27.5K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 408 | $28.1K | 0.00% | +408 | New |
| Salomon & Ludwin, LLC | 521 | $28.6K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 427 | $29.0K | 0.00% | −81−15.9% | Reduced |
| JFS Wealth Advisors, LLC | 422 | $29.0K | 0.00% | −107−20.2% | Reduced |
| Main Street Group, LTD | 428 | $29.4K | 0.01% | +428 | New |
| Sugarloaf Wealth Management, LLC | 440 | $30.3K | 0.01% | +165+60.0% | Added |
| Frazier Financial Advisors, LLC | 440 | $30.3K | 0.03% | +440 | New |
| Key Financial Inc | 447 | $30.8K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 450 | $31.0K | 0.02% | +450 | New |
| Your Advocates Ltd., LLP | 455 | $31.3K | 0.01% | +2+0.4% | Added |
| WFA Asset Management Corp | 456 | $31.4K | 0.02% | +2+0.4% | Added |
| Caldwell Sutter Capital, Inc. | 472 | $32.5K | 0.02% | +4+0.9% | Added |
| Hall Laurie J Trustee | 500 | $34.0K | 0.01% | +500 | New |
| Wiser Advisor Group LLC | 504 | $34.7K | 0.06% | +504 | New |
| SRS Capital Advisors, Inc. | 514 | $35.4K | 0.00% | −37−6.7% | Reduced |
| Beacon Capital Management, LLC | 648 | $35.6K | 0.01% | +1+0.2% | Added |
| Washington Trust Co | 534 | $36.7K | 0.00% | +77+16.8% | Added |
| Hoey Investments, Inc | 539 | $37.1K | 0.01% | −16−2.9% | Reduced |
| TD Waterhouse Canada Inc. | 561 | $37.5K | 0.00% | −200−26.3% | Reduced |
| North Star Investment Management Corp. | 552 | $38.0K | 0.00% | −13−2.3% | Reduced |
| SJS Investment Consulting Inc. | 556 | $38.3K | 0.01% | +4+0.7% | Added |
| Davis Capital Management | 558 | $38.4K | 0.04% | +558 | New |
| Carolina Wealth Advisors, LLC | 565 | $38.9K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 583 | $40.1K | 0.01% | −300−34.0% | Reduced |
| Sittner & Nelson, LLC | 592 | $40.7K | 0.02% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 650 | $40.9K | 0.03% | +650 | New |
| Glass Jacobson Investment Advisors llc | 599 | $41.2K | 0.02% | +268+81.0% | Added |
| CVA Family Office, LLC | 610 | $41.9K | 0.01% | +610 | New |
| Costello Asset Management, INC | 610 | $42.0K | 0.03% | +550+916.7% | Added |
| Signature Resources Capital Management, LLC | 635 | $43.7K | 0.04% | +635 | New |
| BKM Wealth Management, LLC | 659 | $45.3K | 0.02% | +659 | New |
| Bogart Wealth, LLC | 675 | $46.4K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 676 | $46.5K | 0.00% | −36,452−98.2% | Reduced |
| Arrow Financial Corp | 682 | $46.9K | 0.00% | +57+9.1% | Added |
| Capital Advisors, Ltd. LLC | 682 | $47.0K | 0.01% | +43+6.7% | Added |
| First PREMIER Bank | 715 | $49.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 720 | $49.5K | 0.00% | +7+1.0% | Added |
| Capstone Investment Advisors, LLC | 745 | $51.3K | 0.00% | −115,309−99.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 765 | $52.6K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 766 | $52.7K | 0.02% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 781 | $53.7K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 800 | $55.0K | 0.04% | 00.0% | Unchanged |
| Caitlin John, LLC | 801 | $55.1K | 0.04% | +801 | New |
| Byrne Asset Management LLC | 827 | $57.3K | 0.04% | – | – |
| Criterion Capital Advisors, LLC | 833 | $57.3K | 0.04% | +833 | New |
| AdvisorNet Financial, Inc | 865 | $59.5K | 0.01% | −278−24.3% | Reduced |
| Richard W. Paul & Associates, LLC | 870 | $59.9K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 880 | $60.5K | 0.03% | +880 | New |
| Resurgent Financial Advisors LLC | 898 | $61.8K | 0.04% | −1,176−56.7% | Reduced |
| Field & Main Bank | 900 | $61.9K | 0.03% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 926 | $63.7K | 0.06% | +926 | New |
| Pacifica Partners Inc. | 1,065 | $66.3K | 0.03% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 993 | $68.3K | 0.01% | −690−41.0% | Reduced |
| West Paces Advisors Inc. | 1,011 | $69.6K | 0.02% | +26+2.6% | Added |
| Team Financial Group, LLC | 1,013 | $69.7K | 0.05% | −40−3.8% | Reduced |
| Deseret Mutual Benefit Administrators | 1,020 | $70.2K | 0.04% | −103−9.2% | Reduced |
| Zions Bancorporation, N.A. | 1,029 | $70.8K | 0.00% | −55−5.1% | Reduced |
| Hantz Financial Services, Inc. | 1,042 | $72.0K | 0.00% | +52+5.3% | Added |
| Covestor Ltd | 1,078 | $74.0K | 0.05% | −551−33.8% | Reduced |
| Tyler-Stone Wealth Management | 1,080 | $74.3K | 0.04% | +680+170.0% | Added |
| Monetary Management Group Inc | 1,100 | $75.7K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,102 | $75.8K | 0.01% | +8+0.7% | Added |
| DT Investment Partners, LLC | 1,213 | $78.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,137 | $78.2K | 0.02% | −83−6.8% | Reduced |
| Asset Dedication, LLC | 1,195 | $81.0K | 0.01% | +109+10.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,183 | $81.3K | 0.04% | −194−14.1% | Reduced |
| Manchester Capital Management LLC | 1,190 | $81.9K | 0.01% | +170+16.7% | Added |
