| TD Capital Management LLC | 140 | $16.9K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 140 | $16.9K | 0.01% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 142 | $17.0K | 0.01% | +142 | New |
| Iron Horse Wealth Management, LLC | 150 | $18.1K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 154 | $18.6K | 0.01% | +4+2.7% | Added |
| Pacific Center for Financial Services | 155 | $18.7K | 0.00% | 00.0% | Unchanged |
| Endeavor Private Wealth, Inc. | 157 | $18.9K | 0.02% | +157 | New |
| Highline Wealth Partners LLC | 164 | $19.9K | 0.01% | +89+118.7% | Added |
| Caldwell Sutter Capital, Inc. | 165 | $19.9K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 169 | $20.4K | 0.01% | +169 | New |
| Washington Trust Advisors, Inc. | 170 | $20.5K | 0.00% | −140−45.2% | Reduced |
| FPC Investment Advisory, Inc. | 165 | $20.6K | 0.02% | +122+283.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 171 | $20.7K | 0.00% | +171 | New |
| Cetera Trust Company, N.A | 177 | $21.4K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 177 | $21.4K | 0.01% | +177 | New |
| Northwest Capital Management Inc | 185 | $22.4K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 187 | $22.6K | 0.01% | +106+130.9% | Added |
| Medallion Wealth Advisors, LLC | 197 | $23.9K | 0.01% | +197 | New |
| Peoples Financial Services Corp. | 200 | $24.2K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 205 | $24.8K | 0.00% | −9−4.2% | Reduced |
| Bogart Wealth, LLC | 208 | $25.1K | 0.00% | +208 | New |
| Luken Investment Analytics, LLC | 210 | $25.4K | 0.01% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 215 | $26.0K | 0.02% | +215 | New |
| Gables Capital Management Inc. | 218 | $26.3K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 224 | $27.1K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 226 | $27.3K | 0.01% | +17+8.1% | Added |
| WealthCollab, LLC | 234 | $28.3K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 235 | $28.4K | 0.01% | +15+6.8% | Added |
| City State Bank | 240 | $29.0K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 248 | $29.0K | 0.03% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $29.4K | 0.02% | – | – |
| Truvestments Capital LLC | 249 | $30.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 250 | $30.2K | 0.01% | +250 | New |
| Millstone Evans Group, LLC | 251 | $30.3K | 0.02% | +251 | New |
| Wolff Wiese Magana LLC | 253 | $30.6K | 0.02% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 247 | $30.8K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 247 | $30.8K | 0.02% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 258 | $31.2K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 259 | $31.4K | 0.02% | −26−9.1% | Reduced |
| Promus Capital, LLC | 265 | $32.0K | 0.02% | +265 | New |
| Tanglewood Legacy Advisors, LLC | 270 | $32.6K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 276 | $33.3K | 0.02% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 278 | $33.6K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 280 | $33.8K | 0.00% | −80−22.2% | Reduced |
| Raffa Wealth Management, LLC | 284 | $34.3K | 0.01% | 00.0% | Unchanged |
| Tacita Capital Inc | 313 | $37.8K | 0.03% | +313 | New |
| Park Place Capital Corp | 328 | $39.6K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 332 | $40.1K | 0.02% | −2,941−89.9% | Reduced |
| New Millennium Group LLC | 334 | $40.4K | 0.02% | +28+9.2% | Added |
| Anfield Capital Management, LLC | 339 | $41.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 344 | $41.6K | 0.02% | −196−36.3% | Reduced |
| Longview Financial Advisors LLC | 352 | $42.5K | 0.03% | +352 | New |
| Grayhawk Investment Strategies Inc. | 362 | $43.7K | 0.08% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 380 | $45.9K | 0.02% | 00.0% | Unchanged |
| Kennebec Savings Bank | 400 | $48.0K | 0.05% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 400 | $48.3K | 0.04% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 400 | $48.3K | 0.02% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 400 | $48.3K | 0.02% | 00.0% | Unchanged |
| Security National Bank | 426 | $51.5K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 427 | $51.7K | 0.04% | +427 | New |
| Westside Investment Management, Inc. | 431 | $52.1K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 432 | $52.1K | 0.02% | +20+4.9% | Added |
| Lavaca Capital LLC | 434 | $52.4K | 0.02% | +434 | New |
| Coppell Advisory Solutions LLC | 435 | $52.7K | 0.01% | +105+31.8% | Added |
| Covestor Ltd | 436 | $53.0K | 0.03% | +3+0.7% | Added |
| Sugarloaf Wealth Management, LLC | 440 | $53.2K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 440 | $53.2K | 0.03% | −142−24.4% | Reduced |
| Whipplewood Advisors, LLC | 441 | $53.3K | 0.03% | +441 | New |
| Bank of Jackson Hole Trust | 445 | $53.8K | 0.04% | +445 | New |
| SJS Investment Consulting Inc. | 449 | $54.2K | 0.01% | −131−22.6% | Reduced |
| Hanson & Doremus Investment Management | 478 | $58.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 482 | $58.0K | 0.01% | +16+3.4% | Added |
| Valued Wealth Advisors LLC | 481 | $58.1K | 0.04% | +142+41.9% | Added |
| Beacon Capital Management, LLC | 486 | $58.7K | 0.01% | +1+0.2% | Added |
| Glass Jacobson Investment Advisors llc | 491 | $59.3K | 0.02% | +191+63.7% | Added |
| DT Investment Partners, LLC | 496 | $59.9K | 0.01% | 00.0% | Unchanged |
| CSU Producer Resources, Inc. | 500 | $60.4K | 0.20% | 00.0% | Unchanged |
| Standard Family Office LLC | 510 | $61.6K | 0.07% | −680−57.1% | Reduced |
| Breakwater Investment Management | 511 | $61.7K | 0.03% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 520 | $62.8K | 0.08% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 519 | $64.8K | 0.02% | +5+1.0% | Added |
| Eagle Bay Advisors LLC | 552 | $66.7K | 0.04% | −62−10.1% | Reduced |
| Ogorek Anthony Joseph | 556 | $67.0K | 0.02% | +1+0.2% | Added |
| Wood Tarver Financial Group, LLC | 561 | $67.0K | 0.02% | +561 | New |
| BOK Financial Private Wealth, Inc. | 559 | $67.5K | 0.00% | −113−16.8% | Reduced |
| Coston, McIsaac & Partners | 564 | $68.0K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 566 | $68.4K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 568 | $68.6K | 0.01% | −100−15.0% | Reduced |
| Tucker Asset Management LLC | 569 | $68.8K | 0.01% | +13+2.3% | Added |
| New England Capital Financial Advisors LLC | 570 | $68.9K | 0.03% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 572 | $69.1K | 0.13% | +201+54.2% | Added |
| Bay Harbor Wealth Management, LLC | 575 | $69.5K | 0.02% | +10+1.8% | Added |
| Beaird Harris Wealth Management, LLC | 598 | $72.2K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 600 | $72.5K | 0.02% | −17−2.8% | Reduced |
| Osterweis Capital Management Inc | 600 | $72.5K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 600 | $72.5K | 0.04% | 00.0% | Unchanged |
| High Note Wealth, LLC | 603 | $72.8K | 0.02% | +603 | New |
| Estabrook Capital Management | 608 | $73.5K | 0.01% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 610 | $73.7K | 0.01% | +610 | New |
| Pacific Capital Wealth Advisors, Inc | 620 | $74.9K | 0.01% | −159−20.4% | Reduced |