| Cornerstone Financial Management LLC | 10 | $11.6K | 0.01% | +2+25.0% | Added |
| Cornerstone Planning Group LLC | 10 | $11.9K | 0.00% | +6+150.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 11 | $12.7K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 11 | $12.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 11 | $12.7K | 0.00% | +11 | New |
| Vanguard National Trust Co | 11 | $12.7K | 0.00% | +11 | New |
| Bayforest Capital Ltd | 11 | $12.7K | 0.01% | +11 | New |
| SHP Wealth Management | 11 | $13.5K | 0.00% | +6+120.0% | Added |
| Princeton Global Asset Management LLC | 12 | $13.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 12 | $13.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $13.9K | 0.00% | +5+71.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 12 | $13.9K | 0.00% | +12 | New |
| MidFirst Bank | 13 | $15.1K | 0.00% | −43−76.8% | Reduced |
| Hilton Head Capital Partners, LLC | 13 | $15.1K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $15.1K | 0.00% | +1+8.3% | Added |
| Richardson Capital Management LLC | 13 | $15.1K | 0.01% | +13 | New |
| MCF Advisors LLC | 13 | $15.1K | 0.00% | −7−35.0% | Reduced |
| Red Tortoise LLC | 14 | $16.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $16.2K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 14 | $16.2K | 0.00% | +1+7.7% | Added |
| Bravera Wealth | 14 | $16.2K | 0.01% | +6+75.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 14 | $16.2K | 0.01% | +14 | New |
| Bank of New Hampshire | 14 | $16.2K | 0.00% | +14 | New |
| Sachetta, LLC | 14 | $16.2K | 0.01% | −2−12.5% | Reduced |
| Hanson & Doremus Investment Management | 15 | $17.0K | 0.00% | +15 | New |
| Golden State Equity Partners | 15 | $17.4K | 0.00% | +15 | New |
| United Community Bank | 15 | $17.4K | 0.01% | 00.0% | Unchanged |
| Banque Transatlantique SA | 15 | $17.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $18.5K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 16 | $18.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 16 | $18.5K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 16 | $18.5K | 0.01% | −8−33.3% | Reduced |
| Bell Investment Advisors, Inc | 16 | $18.5K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 16 | $18.5K | 0.00% | +16 | New |
| Sound Income Strategies, LLC | 16 | $18.8K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 17 | $19.7K | 0.00% | −2,900−99.4% | Reduced |
| Meeder Asset Management Inc | 18 | $20.9K | 0.00% | −6−25.0% | Reduced |
| Global Trust Asset Management, LLC | 18 | $20.9K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 18 | $20.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18 | $20.9K | 0.00% | −8−30.8% | Reduced |
| Colonial Trust Co | 19 | $21.5K | 0.00% | −2−9.5% | Reduced |
| Kemnay Advisory Services Inc. | 19 | $22.0K | 0.00% | −3−13.6% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 19 | $22.0K | 0.01% | +19 | New |
| Ares Financial Consulting, LLC | 19 | $22.3K | 0.02% | 00.0% | Unchanged |
| St Germain D J Co Inc | 21 | $24.3K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 22 | $25.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $27.8K | 0.00% | −4−14.3% | Reduced |
| Core Alternative Capital | 25 | $29.0K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 25 | $29.0K | 0.01% | +2+8.7% | Added |
| Catalyst Capital Advisors LLC | 26 | $30.1K | 0.00% | −2,700−99.0% | Reduced |
| Balyasny Asset Management LLC | 27 | $31.3K | 0.00% | −816−96.8% | Reduced |
| DT Investment Partners, LLC | 27 | $31.3K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 30 | $34.4K | 0.03% | +30 | New |
| First Command Advisory Services, Inc. | 30 | $34.8K | 0.00% | +25+500.0% | Added |
| Covestor Ltd | 30 | $35.0K | 0.02% | +11+57.9% | Added |
| Keating Financial Advisory Services, Inc. | 31 | $35.9K | 0.01% | −27−46.6% | Reduced |
| Smithfield Trust Co | 32 | $37.0K | 0.00% | −24−42.9% | Reduced |
| Fortitude Family Office, LLC | 32 | $37.1K | 0.01% | +1+3.2% | Added |
| WPG Advisers, LLC | 33 | $38.2K | 0.03% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 33 | $38.2K | 0.02% | +33 | New |
| Atlantic Union Bankshares Corp | 34 | $39.4K | 0.00% | +21+161.5% | Added |
| Rakuten Securities, Inc. | 34 | $39.4K | 0.02% | +22+183.3% | Added |
| TIAA Wealth Investment Management LLC | 35 | $40.5K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 36 | $41.7K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 38 | $44.0K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 39 | $45.2K | 0.02% | +19+95.0% | Added |
| Strategic Wealth Partners, Ltd. | 40 | $46.1K | 0.00% | +1+2.6% | Added |
| Operose Advisors LLC | 40 | $46.4K | 0.01% | +40 | New |
| Elequin Capital LP | 42 | $48.7K | 0.00% | +42 | New |
| Manchester Capital Management LLC | 42 | $48.7K | 0.01% | −6−12.5% | Reduced |
| Security National Bank | 43 | $49.8K | 0.01% | +3+7.5% | Added |
| Golden State Wealth Management, LLC | 43 | $50.8K | 0.01% | −7−14.0% | Reduced |
| Basecamp Wealth Advisors LLC | 44 | $51.0K | 0.01% | +1+2.3% | Added |
| Morse Asset Management, Inc | 45 | $52.2K | 0.01% | +31+221.4% | Added |
| JPL Wealth Management, LLC | 45 | $52.2K | 0.01% | +45 | New |
| Cache Advisors, LLC | 47 | $54.5K | 0.01% | +47 | New |
| Toth Financial Advisory Corp | 47 | $54.5K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 48 | $55.6K | 0.03% | +48 | New |
| International Assets Investment Management, LLC | 49 | $57.5K | 0.00% | +13+36.1% | Added |
| Chung Wu Investment Group, LLC | 50 | $57.9K | 0.05% | 00.0% | Unchanged |
| LRI Investments, LLC | 50 | $57.9K | 0.01% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $60.3K | 0.01% | −3−5.5% | Reduced |
| Winch Advisory Services, LLC | 52 | $60.3K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 53 | $61.4K | 0.01% | +1+1.9% | Added |
| Arlington Trust Co LLC | 54 | $62.6K | 0.01% | +8+17.4% | Added |
| Kings Path Partners LLC | 55 | $63.7K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $63.9K | 0.00% | −6−9.8% | Reduced |
| Frazier Financial Advisors, LLC | 57 | $66.1K | 0.04% | +7+14.0% | Added |
| Quaker Wealth Management, LLC | 62 | $71.9K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 64 | $74.2K | 0.03% | +64 | New |
| CVA Family Office, LLC | 68 | $78.8K | 0.01% | +33+94.3% | Added |
| Harbour Investments, Inc. | 68 | $79.7K | 0.00% | −7−9.3% | Reduced |
| Zions Bancorporation, National Association | 71 | $82.3K | 0.01% | −127−64.1% | Reduced |
| Phillip James Consulting Co. | 72 | $83.0K | 0.06% | +1+1.4% | Added |
| Atlantic Trust, LLC | 73 | $84.6K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 73 | $84.6K | 0.03% | +73 | New |
| Union Savings Bank | 75 | $86.9K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 75 | $86.9K | 0.01% | +27+56.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 76 | $88.1K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 77 | $89.2K | 0.00% | 00.0% | Unchanged |
