| HHM Wealth Advisors, LLC | 67 | $14.8K | 0.00% | +15+28.8% | Added |
| Kentucky Trust Co | 67 | $14.8K | 0.01% | +67 | New |
| Lee Danner & Bass Inc | 68 | $15.0K | 0.00% | +68 | New |
| True Wealth Design, LLC | 68 | $15.1K | 0.01% | +47+223.8% | Added |
| Eagle Bay Advisors LLC | 70 | $15.5K | 0.01% | −46−39.7% | Reduced |
| Chilton Capital Management LLC | 70 | $15.5K | 0.00% | −72−50.7% | Reduced |
| Red Tortoise LLC | 71 | $15.7K | 0.01% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 15,877 | $15.9K | 0.01% | +15,877 | New |
| Concord Wealth Partners | 75 | $16.6K | 0.00% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 77 | $16.9K | 0.00% | +77 | New |
| Financial Perspectives, Inc | 77 | $17.0K | 0.01% | +77 | New |
| Hara Capital LLC | 80 | $17.7K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 82 | $18.0K | 0.00% | +46+127.8% | Added |
| High Note Wealth, LLC | 82 | $18.1K | 0.00% | +82 | New |
| Quarry LP | 84 | $18.5K | 0.00% | −162−65.9% | Reduced |
| PFS Partners, LLC | 85 | $18.8K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 87 | $19.1K | 0.00% | +1+1.2% | Added |
| 1620 Investment Advisors, Inc. | 87 | $19.1K | 0.01% | +25+40.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 86 | $19.1K | 0.00% | +16+22.9% | Added |
| Carolina Wealth Advisors, LLC | 87 | $19.2K | 0.01% | +64+278.3% | Added |
| Altshuler Shaham Ltd | 89 | $19.6K | 0.00% | −19−17.6% | Reduced |
| Avion Wealth | 95 | $20.0K | 0.01% | +46+93.9% | Added |
| City Holding Co | 95 | $21.0K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 93 | $21.0K | 0.02% | +75+416.7% | Added |
| Millstone Evans Group, LLC | 97 | $21.4K | 0.01% | +97 | New |
| Gables Capital Management Inc. | 100 | $22.1K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $22.1K | 0.01% | +100 | New |
| Archer Investment Corp | 102 | $22.5K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 102 | $22.5K | 0.01% | +102 | New |
| First Financial Corp | 105 | $23.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 106 | $23.5K | 0.00% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 107 | $23.6K | 0.02% | +107 | New |
| Sachetta, LLC | 107 | $23.6K | 0.01% | +3+2.9% | Added |
| Bank & Trust Co | 111 | $24.5K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 115 | $25.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 117 | $25.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 118 | $26.0K | 0.02% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 119 | $26.3K | 0.00% | −6−4.8% | Reduced |
| Abound Wealth Management | 120 | $26.5K | 0.01% | +6+5.3% | Added |
| Hollencrest Capital Management | 121 | $26.7K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 122 | $26.9K | 0.01% | +18+17.3% | Added |
| Columbia Asset Management | 125 | $27.6K | 0.01% | +125 | New |
| Rakuten Securities, Inc. | 128 | $28.3K | 0.01% | +62+93.9% | Added |
| CoreFirst Bank & Trust | 129 | $28.5K | 0.02% | 00.0% | Unchanged |
| Financial Life Planners | 131 | $29.0K | 0.02% | +131 | New |
| North Star Investment Management Corp. | 134 | $29.6K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 139 | $29.7K | 0.03% | −140−50.2% | Reduced |
| Lavaca Capital LLC | 139 | $30.7K | 0.01% | +139 | New |
| Atticus Wealth Management, LLC | 140 | $30.8K | 0.01% | +1+0.7% | Added |
| Medallion Wealth Advisors, LLC | 119 | $30.9K | 0.02% | +119 | New |
| Washington Trust Co | 141 | $31.1K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 149 | $32.9K | 0.02% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 155 | $34.2K | 0.03% | +155 | New |
| Dunhill Financial, LLC | 160 | $35.2K | 0.02% | +31+24.0% | Added |
| Private Wealth Management Group, LLC | 164 | $36.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 165 | $36.4K | 0.03% | +73+79.3% | Added |
| Valued Wealth Advisors LLC | 172 | $38.0K | 0.02% | +15+9.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 174 | $38.4K | 0.01% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 175 | $38.6K | 0.03% | +175 | New |
| Core Alternative Capital | 177 | $39.1K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 177 | $39.1K | 0.00% | +177 | New |
| Legacy Investment Solutions, LLC | 164 | $40.4K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 164 | $40.4K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 189 | $41.7K | 0.00% | +70+58.8% | Added |
| 10Elms LLP | 192 | $42.4K | 0.04% | +192 | New |
| Tradewinds Capital Management, LLC | 198 | $43.6K | 0.01% | +1+0.5% | Added |
| Quintet Private Bank (Europe) S.A. | 200 | $44.1K | 0.00% | −854−81.0% | Reduced |
| Synergy Investment Management, LLC | 200 | $44.1K | 0.02% | +200 | New |
| Fortitude Family Office, LLC | 203 | $44.8K | 0.02% | +71+53.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 205 | $45.3K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 205 | $45.3K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 205 | $45.3K | 0.01% | +205 | New |
| Koesten, Hirschmann & Crabtree, INC. | 208 | $45.9K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 210 | $46.4K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 212 | $46.8K | 0.02% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 214 | $47.2K | 0.01% | +214 | New |
| Pinnacle Bancorp, Inc. | 220 | $48.6K | 0.02% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 224 | $49.5K | 0.00% | +224 | New |
| PMV Capital Advisers, LLC | 227 | $50.1K | 0.13% | +227 | New |
| Washington Trust Advisors, Inc. | 232 | $51.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 239 | $52.8K | 0.00% | −50−17.3% | Reduced |
| Westside Investment Management, Inc. | 243 | $53.6K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 245 | $54.0K | 0.03% | +1+0.4% | Added |
| Center for Financial Planning, Inc. | 249 | $55.0K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 250 | $55.2K | 0.01% | −1−0.4% | Reduced |
| American National Bank | 254 | $56.1K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 255 | $56.3K | 0.04% | −43−14.4% | Reduced |
| Ancora Advisors, LLC | 260 | $57.4K | 0.00% | +37+16.6% | Added |
| Financial Management Professionals, Inc. | 262 | $57.8K | 0.01% | −6−2.2% | Reduced |
| Glen Eagle Advisors, LLC | 263 | $58.1K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 273 | $60.3K | 0.03% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 280 | $61.8K | 0.06% | +280 | New |
| Meeder Asset Management Inc | 281 | $62.0K | 0.00% | +13+4.9% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 300 | $66.0K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 301 | $66.4K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 307 | $67.8K | 0.01% | +258+526.5% | Added |
| Financial Network Wealth Advisors LLC | 310 | $68.4K | 0.13% | −232−42.8% | Reduced |
| Armstrong Advisory Group, Inc | 313 | $69.1K | 0.01% | +313 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 314 | $69.3K | 0.13% | +88+38.9% | Added |
| MPWM Advisory Solutions, LLC | 317 | $70.0K | 0.05% | +317 | New |