| North Capital, Inc. | 22 | $10.9K | 0.01% | +2+10.0% | Added |
| Trust Co of Toledo NA | 22 | $10.9K | 0.00% | +22 | New |
| Marquette Asset Management, LLC | 22 | $10.9K | 0.00% | +22 | New |
| Red Tortoise LLC | 23 | $11.3K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 23 | $11.3K | 0.00% | +23 | New |
| S&T Bank | 24 | $11.8K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 24 | $11.8K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 24 | $11.8K | 0.00% | +24 | New |
| JNBA Financial Advisors | 25 | $12.3K | 0.00% | +25 | New |
| Armstrong Advisory Group, Inc | 26 | $12.8K | 0.00% | +26 | New |
| Colonial Trust Advisors | 27 | $13.3K | 0.00% | +27 | New |
| High Note Wealth, LLC | 28 | $13.8K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 28 | $13.8K | 0.00% | +15+115.4% | Added |
| C M Bidwell & Associates Ltd | 30 | $14.8K | 0.01% | −272−90.1% | Reduced |
| Kilter Group LLC | 30 | $14.8K | 0.01% | −2−6.3% | Reduced |
| Legacy Wealth Managment, LLC | 30 | $14.8K | 0.01% | −9−23.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 32 | $15.8K | 0.00% | +32 | New |
| TSFG, LLC | 32 | $16.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $16.3K | 0.00% | +2+6.5% | Added |
| N.E.W. Advisory Services LLC | 35 | $17.3K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 36 | $17.8K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 37 | $18.3K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 39 | $19.2K | 0.01% | +6+18.2% | Added |
| South State Corp. | 39 | $19.2K | 0.00% | −99−71.7% | Reduced |
| JFS Wealth Advisors, LLC | 39 | $19.2K | 0.00% | +5+14.7% | Added |
| Private Wealth Management Group, LLC | 40 | $19.7K | 0.01% | +16+66.7% | Added |
| Gen-Wealth Partners Inc | 40 | $19.7K | 0.01% | +40 | New |
| Cetera Trust Company, N.A | 41 | $20.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $20.5K | 0.00% | +26+162.5% | Added |
| Salomon & Ludwin, LLC | 44 | $20.6K | 0.00% | +44 | New |
| Washington Trust Advisors, Inc. | 44 | $21.7K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 45 | $22.2K | 0.01% | +2+4.7% | Added |
| Wall Street Access Asset Management, LLC | 45 | $22.2K | 0.01% | +45 | New |
| Sachetta, LLC | 45 | $22.2K | 0.01% | +2+4.7% | Added |
| Addison Advisors LLC | 45 | $22.2K | 0.01% | +6+15.4% | Added |
| Asset Dedication, LLC | 46 | $22.7K | 0.00% | +10+27.8% | Added |
| Tripletail Wealth Management, LLC | 48 | $23.0K | 0.03% | +48 | New |
| WPG Advisers, LLC | 47 | $23.2K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 48 | $23.7K | 0.02% | +48 | New |
| Key Financial Inc | 49 | $23.9K | 0.00% | +28+133.3% | Added |
| Valley National Advisers Inc | 49 | $24.0K | 0.00% | +46+1,533.3% | Added |
| Pacifica Partners Inc. | 50 | $24.4K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $24.7K | 0.01% | +7+16.3% | Added |
| GPS Wealth Strategies Group, LLC | 52 | $25.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 53 | $26.1K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 53 | $26.1K | 0.00% | +25+89.3% | Added |
| CBIZ Investment Advisory Services, LLC | 54 | $26.6K | 0.00% | −4−6.9% | Reduced |
| TFC Financial Management | 54 | $26.6K | 0.00% | +50+1,250.0% | Added |
| Geneos Wealth Management Inc. | 55 | $27.1K | 0.00% | −1,368−96.1% | Reduced |
| Millstone Evans Group, LLC | 55 | $27.1K | 0.02% | +55 | New |
| SOA Wealth Advisors, LLC. | 57 | $28.1K | 0.00% | +57 | New |
| McIlrath & Eck, LLC | 59 | $29.1K | 0.00% | +59 | New |
| Strategic Wealth Partners, Ltd. | 60 | $29.6K | 0.00% | −1,878−96.9% | Reduced |
| Lowe Wealth Advisors, LLC | 60 | $29.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 60 | $29.6K | 0.01% | +60 | New |
| Cherry Tree Wealth Management, LLC | 62 | $30.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 62 | $30.6K | 0.01% | +5+8.8% | Added |
| Kerr Financial Planning Corp | 77 | $30.6K | 0.04% | +77 | New |
| 1248 Management, LLC | 63 | $31.1K | 0.02% | −2,381−97.4% | Reduced |
| Loomis Sayles & Co L P | 63 | $31.1K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 64 | $31.6K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 66 | $32.6K | 0.00% | +11+20.0% | Added |
| Painted Porch Advisors LLC | 67 | $33.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 67 | $33.1K | 0.00% | +16+31.4% | Added |
| North Star Investment Management Corp. | 68 | $33.6K | 0.00% | +68 | New |
| Pinnacle Bancorp, Inc. | 69 | $34.0K | 0.01% | +20+40.8% | Added |
| Fortitude Family Office, LLC | 70 | $34.5K | 0.01% | +5+7.7% | Added |
| WealthCollab, LLC | 78 | $38.5K | 0.02% | +41+110.8% | Added |
| Harbor Investment Advisory, LLC | 79 | $39.0K | 0.00% | +61+338.9% | Added |
| Hazlett, Burt & Watson, Inc. | 80 | $39.0K | 0.01% | +9+12.7% | Added |
| Clal Insurance Enterprises Holdings Ltd | 79 | $39.0K | 0.00% | +19+31.7% | Added |
| JPL Wealth Management, LLC | 83 | $41.0K | 0.01% | +83 | New |
| Measured Wealth Private Client Group, LLC | 85 | $41.9K | 0.01% | +85 | New |
| Tortoise Investment Management, LLC | 87 | $42.9K | 0.00% | +3+3.6% | Added |
| Financial Network Wealth Advisors LLC | 87 | $42.9K | 0.05% | +77+770.0% | Added |
| Saranac Partners Ltd | 90 | $44.4K | 0.01% | +90 | New |
| Plato Investment Management Ltd | 93 | $45.5K | 0.00% | −4,633−98.0% | Reduced |
| Frazier Financial Advisors, LLC | 94 | $46.4K | 0.03% | +94 | New |
| DiNuzzo Private Wealth, Inc. | 77 | $46.5K | 0.01% | +56+266.7% | Added |
| Activest Wealth Management | 97 | $47.7K | 0.01% | +33+51.6% | Added |
| Itau Unibanco Holding S.A. | 99 | $48.8K | 0.00% | −39−28.3% | Reduced |
| Arcadia Investment Management Corp | 100 | $49.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 103 | $50.8K | 0.01% | +9+9.6% | Added |
| Pentwater Capital Management LP | 103 | $50.8K | 0.00% | +103 | New |
| Ameritas Advisory Services, LLC | 105 | $51.8K | 0.00% | −191−64.5% | Reduced |
| Private Wealth Asset Management, LLC | 105 | $51.8K | 0.01% | −64−37.9% | Reduced |
| Pingora Partners LLC | 105 | $51.8K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 106 | $52.3K | 0.00% | +106 | New |
| Keener Financial Planning LLC | 108 | $53.0K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 108 | $53.3K | 0.09% | +4+3.8% | Added |
| Fulcrum Asset Management LLP | 109 | $53.8K | 0.01% | +109 | New |
| Fairscale Capital, LLC | 111 | $54.8K | 0.04% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 112 | $55.3K | 0.04% | −10−8.2% | Reduced |
| Concord Wealth Partners | 115 | $56.7K | 0.01% | −2,264−95.2% | Reduced |
| Rise Advisors, LLC | 115 | $56.7K | 0.02% | +18+18.6% | Added |
| Quaker Wealth Management, LLC | 116 | $57.2K | 0.02% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 120 | $59.2K | 0.01% | +5+4.3% | Added |
| Farmers & Merchants Investments Inc | 122 | $60.2K | 0.00% | +18+17.3% | Added |
| Clear Investment Research, LLC | 125 | $61.7K | 0.08% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 127 | $62.7K | 0.00% | +39+44.3% | Added |