| Blue Bell Private Wealth Management, LLC | 15 | $10.9K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 15 | $10.9K | 0.00% | +9+150.0% | Added |
| Sofos Investments, Inc. | 15 | $10.9K | 0.00% | +15 | New |
| Roble, Belko & Company, Inc | 15 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 16 | $11.7K | 0.00% | −9−36.0% | Reduced |
| Horizon Financial Services, LLC | 16 | $11.7K | 0.01% | +13+433.3% | Added |
| Private Wealth Asset Management, LLC | 17 | $12.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $12.8K | 0.00% | +5+38.5% | Added |
| TSFG, LLC | 18 | $13.0K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 18 | $13.1K | 0.01% | +1+5.9% | Added |
| Security National Bank | 18 | $13.1K | 0.00% | +5+38.5% | Added |
| Avion Wealth | 20 | $14.0K | 0.00% | +4+25.0% | Added |
| AdvisorNet Financial, Inc | 20 | $14.6K | 0.00% | +2+11.1% | Added |
| Wall Street Financial Group, Inc. | 20 | $14.6K | 0.01% | +20 | New |
| Nvest Wealth Strategies, Inc. | 20 | $14.6K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 20 | $14.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $15.0K | 0.01% | −19−47.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 21 | $15.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $15.3K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $15.3K | 0.01% | +7+50.0% | Added |
| Cornerstone Planning Group LLC | 18 | $15.9K | 0.00% | +7+63.6% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 22 | $16.0K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $16.0K | 0.00% | +3+15.8% | Added |
| Hurley Capital, LLC | 24 | $17.3K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 24 | $17.5K | 0.00% | −238−90.8% | Reduced |
| First Command Advisory Services, Inc. | 25 | $18.2K | 0.00% | +8+47.1% | Added |
| Bruce G. Allen Investments, LLC | 26 | $18.9K | 0.01% | −4−13.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 27 | $19.7K | 0.00% | −25−48.1% | Reduced |
| Fairscale Capital, LLC | 27 | $19.7K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 29 | $21.1K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 29 | $21.1K | 0.02% | +24+480.0% | Added |
| Rossby Financial, LCC | 29 | $21.2K | 0.00% | +2+7.4% | Added |
| Center for Financial Planning, Inc. | 30 | $21.9K | 0.00% | −30−50.0% | Reduced |
| Boreal Capital Management LLC | 30 | $21.9K | 0.02% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 31 | $22.6K | 0.00% | +30+3,000.0% | Added |
| Chesapeake Asset Management LLC | 31 | $22.7K | 0.02% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 33 | $24.0K | 0.00% | −3−8.3% | Reduced |
| Aventura Private Wealth, LLC | 33 | $24.0K | 0.01% | 00.0% | Unchanged |
| Napier Financial, LLC | 33 | $24.0K | 0.01% | +33 | New |
| Bell Investment Advisors, Inc | 34 | $24.8K | 0.00% | −10−22.7% | Reduced |
| MV Capital Management, Inc. | 34 | $24.8K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 35 | $25.5K | 0.02% | +1+2.9% | Added |
| Torren Management, LLC | 36 | $26.4K | 0.01% | −312−89.7% | Reduced |
| Your Advocates Ltd., LLP | 37 | $27.0K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 39 | $28.4K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 40 | $29.1K | 0.02% | +40 | New |
| Murphy & Mullick Capital Management Corp | 42 | $30.6K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 42 | $30.6K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 42 | $30.6K | 0.01% | +42 | New |
| GW&K Investment Management, LLC | 43 | $31.0K | 0.00% | +7+19.4% | Added |
| Rialto Wealth Management, LLC | 44 | $32.1K | 0.01% | +2+4.8% | Added |
| Cullen/Frost Bankers, Inc. | 44 | $32.2K | 0.00% | +23+109.5% | Added |
| Activest Wealth Management | 45 | $32.8K | 0.01% | −2−4.3% | Reduced |
| Hanson & Doremus Investment Management | 47 | $34.0K | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 48 | $35.0K | 0.02% | −10−17.2% | Reduced |
| Davis Capital Management | 48 | $35.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 49 | $35.7K | 0.00% | +1+2.1% | Added |
| Kerr Financial Planning Corp | 38 | $35.9K | 0.04% | +1+2.7% | Added |
| HM Payson & Co | 50 | $36.4K | 0.00% | −4−7.4% | Reduced |
| Atlantic Union Bankshares Corp | 50 | $36.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 50 | $36.4K | 0.00% | +2+4.2% | Added |
| Plante Moran Financial Advisors, LLC | 50 | $36.4K | 0.00% | +50 | New |
| Ares Financial Consulting, LLC | 52 | $38.1K | 0.03% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 56 | $40.8K | 0.02% | +14+33.3% | Added |
| HHM Wealth Advisors, LLC | 57 | $41.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 58 | $42.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 60 | $43.7K | 0.01% | +18+42.9% | Added |
| Strive Financial Group ,LLC | 60 | $44.0K | 0.02% | −7−10.4% | Reduced |
| Operose Advisors LLC | 63 | $45.9K | 0.01% | +49+350.0% | Added |
| Grove Bank & Trust | 64 | $46.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 65 | $47.4K | 0.00% | −80−55.2% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 65 | $47.4K | 0.01% | +65 | New |
| SJS Investment Consulting Inc. | 66 | $48.1K | 0.01% | −8−10.8% | Reduced |
| Twin Lakes Capital Management, LLC | 68 | $49.8K | 0.02% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 69 | $50.3K | 0.01% | +69 | New |
| McGuire Capital Advisors Inc | 70 | $51.0K | 0.03% | +10+16.7% | Added |
| DHJJ Financial Advisors, Ltd. | 70 | $51.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 73 | $53.4K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 77 | $56.1K | 0.01% | 00.0% | Unchanged |
| General Partner, Inc. | 77 | $56.1K | 0.03% | 00.0% | Unchanged |
| Knott David M Jr | 78 | $56.8K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 79 | $57.6K | 0.01% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 80 | $58.3K | 0.01% | 00.0% | Unchanged |
| Palladiem, LLC | 78 | $59.9K | 0.06% | 00.0% | Unchanged |
| Bangor Savings Bank | 86 | $62.7K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 89 | $64.8K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $65.6K | 0.02% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 73 | $67.5K | 0.00% | +14+23.7% | Added |
| Hilton Head Capital Partners, LLC | 94 | $68.5K | 0.04% | +52+123.8% | Added |
| Medallion Wealth Advisors, LLC | 100 | $72.9K | 0.02% | −2−2.0% | Reduced |
| Disciplina Capital Management LLC | 101 | $73.5K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 103 | $75.0K | 0.00% | +3+3.0% | Added |
| Caitong International Asset Management Co., Ltd | 105 | $76.5K | 0.01% | +105 | New |
| Tobam | 106 | $77.0K | 0.02% | +106 | New |
| Johnson Financial Group, Inc. | 106 | $77.2K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 107 | $78.0K | 0.04% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 107 | $78.0K | 0.03% | +107 | New |
| Ogorek Anthony Joseph | 108 | $79.0K | 0.02% | −1−0.9% | Reduced |
| Hilltop National Bank | 111 | $80.9K | 0.02% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 112 | $81.6K | 0.00% | −8−6.7% | Reduced |
