| Tradewinds Capital Management, LLC | 220 | $25.9K | 0.01% | +15+7.3% | Added |
| Strengthening Families & Communities, LLC | 222 | $26.0K | 0.01% | +1+0.5% | Added |
| Financial Perspectives, Inc | 224 | $26.3K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 234 | $27.5K | 0.02% | 00.0% | Unchanged |
| City State Bank | 240 | $28.2K | 0.01% | −6−2.4% | Reduced |
| Pin Oak Investment Advisors Inc | 248 | $29.0K | 0.03% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 247 | $29.0K | 0.01% | +247 | New |
| Truvestments Capital LLC | 249 | $29.2K | 0.01% | +249 | New |
| Wolff Wiese Magana LLC | 253 | $29.7K | 0.02% | +68+36.8% | Added |
| Legacy Investment Solutions, LLC | 247 | $29.9K | 0.02% | +247 | New |
| Legacy Wealth Managment, LLC | 247 | $29.9K | 0.02% | +247 | New |
| Copeland Capital Management, LLC | 258 | $30.3K | 0.00% | +258 | New |
| Stephenson National Bank & Trust | 265 | $31.1K | 0.01% | +85+47.2% | Added |
| Tanglewood Legacy Advisors, LLC | 270 | $31.7K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 276 | $32.4K | 0.02% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 278 | $32.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 284 | $33.4K | 0.01% | −2,776−90.7% | Reduced |
| Frazier Financial Advisors, LLC | 285 | $33.5K | 0.03% | +5+1.8% | Added |
| Clean Yield Group | 295 | $34.7K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 300 | $35.3K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 306 | $36.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 310 | $36.4K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 311 | $36.6K | 0.01% | +311 | New |
| Park Place Capital Corp | 328 | $38.6K | 0.01% | −51−13.5% | Reduced |
| Coppell Advisory Solutions LLC | 330 | $38.8K | 0.01% | −200−37.7% | Reduced |
| Anfield Capital Management, LLC | 339 | $39.8K | 0.02% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 339 | $39.9K | 0.03% | +115+51.3% | Added |
| Godsey & Gibb Associates | 360 | $42.3K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 362 | $42.5K | 0.07% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 371 | $43.6K | 0.07% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 380 | $44.7K | 0.02% | +380 | New |
| Richard W. Paul & Associates, LLC | 389 | $45.7K | 0.02% | +162+71.4% | Added |
| Nordwand Advisors, LLC | 400 | $47.0K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 400 | $47.0K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 400 | $47.0K | 0.04% | +400 | New |
| Kennebec Savings Bank | 400 | $47.0K | 0.05% | +400 | New |
| Abound Wealth Management | 412 | $48.4K | 0.02% | +20+5.1% | Added |
| Security National Bank | 426 | $50.1K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 426 | $50.1K | 0.01% | +426 | New |
| Westside Investment Management, Inc. | 431 | $50.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 433 | $51.0K | 0.03% | −1−0.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 440 | $51.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 466 | $55.0K | 0.01% | +22+5.0% | Added |
| Hanson & Doremus Investment Management | 478 | $56.0K | 0.01% | −147−23.5% | Reduced |
| Beacon Capital Management, LLC | 485 | $57.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 496 | $58.3K | 0.00% | +348+235.1% | Added |
| Cornerstone Planning Group LLC | 514 | $58.6K | 0.02% | +19+3.8% | Added |
| CSU Producer Resources, Inc. | 500 | $58.8K | 0.19% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 501 | $59.0K | 0.05% | 00.0% | Unchanged |
| Breakwater Investment Management | 511 | $60.1K | 0.03% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 520 | $61.1K | 0.09% | +520 | New |
| Live Oak Investment Partners | – | $61.7K | 0.05% | – | – |
| GW&K Investment Management, LLC | 538 | $63.0K | 0.00% | +67+14.2% | Added |
| Pflug Koory, LLC | 540 | $63.5K | 0.03% | +540 | New |
| Avion Wealth | 561 | $65.0K | 0.02% | +4+0.7% | Added |
| Ogorek Anthony Joseph | 555 | $65.0K | 0.02% | +50+9.9% | Added |
| Tucker Asset Management LLC | 556 | $65.4K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 564 | $66.0K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 565 | $66.4K | 0.02% | −25−4.2% | Reduced |
| Delta Asset Management LLC | 566 | $66.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 569 | $66.9K | 0.02% | +182+47.0% | Added |
| New England Capital Financial Advisors LLC | 570 | $67.0K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 580 | $68.2K | 0.01% | +101+21.1% | Added |
| Mendota Financial Group, LLC | 582 | $68.4K | 0.03% | −554−48.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 598 | $70.3K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 600 | $70.5K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 600 | $70.5K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 608 | $71.5K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 614 | $72.2K | 0.03% | +58+10.4% | Added |
| Blume Capital Management, Inc. | 617 | $72.5K | 0.02% | +17+2.8% | Added |
| Loomis Sayles & Co L P | 635 | $75.0K | 0.00% | −5,562−89.8% | Reduced |
| Bell Investment Advisors, Inc | 641 | $75.3K | 0.01% | −49−7.1% | Reduced |
| Knuff & Co LLC | 644 | $75.7K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 661 | $77.7K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 668 | $78.5K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 672 | $79.0K | 0.01% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 668 | $79.0K | 0.05% | −241−26.5% | Reduced |
| Prestige Wealth Management Group LLC | 686 | $80.6K | 0.02% | +300+77.7% | Added |
| Fortitude Family Office, LLC | 697 | $81.9K | 0.03% | +229+48.9% | Added |
| LMR Partners LLP | 698 | $82.0K | 0.00% | −145,009−99.5% | Reduced |
| ESL Trust Services, LLC | 709 | $83.3K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 723 | $85.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 750 | $88.2K | 0.07% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 774 | $91.0K | 0.04% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 775 | $91.1K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 779 | $91.6K | 0.02% | +24+3.2% | Added |
| Sachetta, LLC | 786 | $92.4K | 0.04% | +293+59.4% | Added |
| AllSquare Wealth Management LLC | 794 | $93.3K | 0.05% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 794 | $93.3K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 814 | $95.7K | 0.08% | +22+2.8% | Added |
| Arcadia Investment Management Corp | 818 | $96.2K | 0.02% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 840 | $98.7K | 0.03% | 00.0% | Unchanged |
| Planning Capital Management Corp | 842 | $98.9K | 0.07% | −1,096−56.6% | Reduced |
| Private Wealth Management Group, LLC | 844 | $99.2K | 0.04% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 848 | $99.7K | 0.04% | +1+0.1% | Added |
| VitalStone Financial, LLC | 858 | $100.8K | 0.07% | −46−5.1% | Reduced |
| Centaurus Financial, Inc. | 856 | $101.0K | 0.01% | +856 | New |
| Fairscale Capital, LLC | 898 | $105.6K | 0.09% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 926 | $108.8K | 0.03% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 955 | $112.3K | 0.07% | +10+1.1% | Added |