| SOA Wealth Advisors, LLC. | 37 | $2.81K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 37 | $2.81K | 0.00% | +4+12.1% | Added |
| PSI Advisors, LLC | 38 | $2.89K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 39 | $2.96K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 39 | $2.97K | 0.00% | +39 | New |
| Keener Financial Planning LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 40 | $3.04K | 0.00% | −20−33.3% | Reduced |
| Tradewinds Capital Management, LLC | 41 | $3.12K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 41 | $3.12K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 42 | $3.19K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 43 | $3.27K | 0.00% | +26+152.9% | Added |
| Leonteq Securities AG | 44 | $3.35K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 46 | $3.50K | 0.00% | −5−9.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 46 | $3.50K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 47 | $3.54K | 0.00% | −15−24.2% | Reduced |
| Tidemark, LLC | 48 | $3.65K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 49 | $3.73K | 0.00% | +49 | New |
| JFS Wealth Advisors, LLC | 50 | $3.80K | 0.00% | −18−26.5% | Reduced |
| Thompson Investment Management, Inc. | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $3.80K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 51 | $3.88K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 52 | $3.95K | 0.00% | −80−60.6% | Reduced |
| Financial Freedom, LLC | 52 | $3.95K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 63 | $4.00K | 0.00% | +15+31.3% | Added |
| Pacific Center for Financial Services | 54 | $4.11K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 55 | $4.18K | 0.00% | −2−3.5% | Reduced |
| Cranbrook Wealth Management, LLC | 55 | $4.18K | 0.00% | +6+12.2% | Added |
| Kozak & Associates, Inc. | 64 | $4.34K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 58 | $4.41K | 0.02% | +58 | New |
| Glass Jacobson Investment Advisors llc | 67 | $4.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 61 | $4.64K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 61 | $4.65K | 0.00% | +10+19.6% | Added |
| Eq Wealth Advisors, LLC | 62 | $4.71K | 0.00% | +62 | New |
| VSM Wealth Advisory, LLC | 64 | $4.87K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 64 | $4.87K | 0.00% | +64 | New |
| Perkins Coie Trust Co | 65 | $4.94K | 0.00% | −103−61.3% | Reduced |
| Horizon Bancorp Inc | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 62 | $5.00K | 0.00% | +62 | New |
| Miller Wealth Advisors, LLC | 67 | $5.09K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 69 | $5.25K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 70 | $5.32K | 0.00% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 71 | $5.40K | 0.00% | +71 | New |
| Nordwand Advisors, LLC | 72 | $5.47K | 0.00% | −52−41.9% | Reduced |
| Evermay Wealth Management LLC | 72 | $5.47K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 73 | $5.55K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 74 | $5.63K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 75 | $5.70K | 0.02% | −531−87.6% | Reduced |
| Vision Financial Markets LLC | 75 | $5.70K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 75 | $5.70K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 78 | $5.93K | 0.00% | −12−13.3% | Reduced |
| Prestige Wealth Management Group LLC | 78 | $5.93K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 81 | $6.16K | 0.00% | −128−61.2% | Reduced |
| Citizens National Bank Trust Department | 81 | $6.16K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 82 | $6.24K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 83 | $6.31K | 0.00% | −1−1.2% | Reduced |
| Tortoise Investment Management, LLC | 85 | $6.43K | 0.00% | −4−4.5% | Reduced |
| Mascoma Wealth Management LLC | 85 | $6.46K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 86 | $6.54K | 0.00% | −4−4.4% | Reduced |
| Bruce G. Allen Investments, LLC | 87 | $6.62K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 87 | $6.62K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 88 | $6.69K | 0.00% | +20+29.4% | Added |
| McIlrath & Eck, LLC | 89 | $6.77K | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 89 | $6.77K | 0.00% | +89 | New |
| Briaud Financial Planning, Inc | 94 | $7.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 93 | $7.07K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 93 | $7.07K | 0.00% | −5−5.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 96 | $7.30K | 0.00% | −37−27.8% | Reduced |
| Greenline Partners, LLC | 96 | $7.30K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 97 | $7.38K | 0.00% | +25+34.7% | Added |
| HHM Wealth Advisors, LLC | 98 | $7.45K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $7.60K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 101 | $7.68K | 0.00% | −25−19.8% | Reduced |
| Bernard Wealth Management Corp. | 101 | $7.68K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 104 | $7.91K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 100 | $8.00K | 0.00% | −50−33.3% | Reduced |
| Compass Wealth Management LLC | 110 | $8.37K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 111 | $8.44K | 0.00% | +111 | New |
| JNBA Financial Advisors | 111 | $8.44K | 0.00% | −1,188−91.5% | Reduced |
| Sandy Spring Bank | 118 | $8.97K | 0.00% | −5−4.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 121 | $9.20K | 0.01% | −5−4.0% | Reduced |
| Studio Investment Management LLC | 122 | $9.28K | 0.00% | −346−73.9% | Reduced |
| Delta Asset Management LLC | 122 | $9.28K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 124 | $9.43K | 0.00% | −25−16.8% | Reduced |
| Rocky Mountain Advisers, LLC | 125 | $9.51K | 0.00% | −250−66.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 125 | $9.51K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 125 | $9.51K | 0.00% | +125 | New |
| Bank of Jackson Hole Trust | 120 | $9.57K | 0.01% | −13−9.8% | Reduced |
| Union Savings Bank | 128 | $9.73K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 130 | $9.88K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 130 | $9.88K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 135 | $10.0K | 0.00% | −1−0.7% | Reduced |
| Wayfinding Financial, LLC | 134 | $10.0K | 0.00% | +134 | New |
| Golden State Wealth Management, LLC | 132 | $10.0K | 0.00% | −178−57.4% | Reduced |
| Concord Wealth Partners | 134 | $10.2K | 0.00% | −82−38.0% | Reduced |
| Cromwell Holdings LLC | 136 | $10.3K | 0.01% | −138−50.4% | Reduced |
| First Command Advisory Services, Inc. | 136 | $10.3K | 0.00% | −11−7.5% | Reduced |
| Anchor Investment Management, LLC | 136 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 142 | $10.8K | 0.00% | 00.0% | Unchanged |
