| Valued Wealth Advisors LLC | 33 | $6.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $6.45K | 0.00% | −31−47.7% | Reduced |
| Raffa Wealth Management, LLC | 35 | $6.64K | 0.00% | +1+2.9% | Added |
| Vanguard National Trust Co | 36 | $6.83K | 0.00% | +36 | New |
| Synergy Investment Management, LLC | 36 | $6.83K | 0.00% | +36 | New |
| Armstrong Advisory Group, Inc | 37 | $7.02K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 39 | $7.16K | 0.00% | −20−33.9% | Reduced |
| Center for Financial Planning, Inc. | 38 | $7.21K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 39 | $7.40K | 0.00% | −81−67.5% | Reduced |
| Kilter Group LLC | 40 | $7.59K | 0.00% | +36+900.0% | Added |
| Grove Bank & Trust | 43 | $8.16K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 44 | $8.35K | 0.00% | −6−12.0% | Reduced |
| Tower View Investment Management & Research LLC | 44 | $8.41K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 45 | $8.54K | 0.00% | +45 | New |
| JNBA Financial Advisors | 46 | $8.73K | 0.00% | +26+130.0% | Added |
| Rialto Wealth Management, LLC | 47 | $8.92K | 0.00% | −7−13.0% | Reduced |
| Asset Dedication, LLC | 48 | $9.11K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 48 | $9.11K | 0.01% | +48 | New |
| Meeder Asset Management Inc | 49 | $9.30K | 0.00% | −24−32.9% | Reduced |
| Godsey & Gibb Associates | 50 | $9.49K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $9.49K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 50 | $9.50K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 53 | $9.73K | 0.01% | −30−36.1% | Reduced |
| CoreCap Advisors, LLC | 53 | $10.1K | 0.00% | +9+20.5% | Added |
| Kemnay Advisory Services Inc. | 53 | $10.1K | 0.00% | +22+71.0% | Added |
| Whipplewood Advisors, LLC | 53 | $10.1K | 0.01% | +53 | New |
| Birchwood Financial Partners, Inc. | 54 | $10.2K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 55 | $10.4K | 0.00% | +55 | New |
| RWM Asset Management, LLC | 58 | $11.0K | 0.00% | +58 | New |
| Catalyst Capital Advisors LLC | 59 | $11.2K | 0.00% | −9−13.2% | Reduced |
| MCF Advisors LLC | 60 | $11.4K | 0.00% | −85−58.6% | Reduced |
| Capital & Planning, LLC | 60 | $11.4K | 0.01% | +60 | New |
| Wedbush Fund Advisers, LLC | 60 | $11.4K | 0.00% | +60 | New |
| Altshuler Shaham Ltd | 61 | $11.6K | 0.00% | +21+52.5% | Added |
| Midwest Capital Advisors, LLC | 62 | $11.8K | 0.01% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 63 | $12.0K | 0.00% | −4,898−98.7% | Reduced |
| Align Financial, LLC | 65 | $12.3K | 0.01% | −14,475−99.6% | Reduced |
| WPG Advisers, LLC | 67 | $12.7K | 0.01% | +8+13.6% | Added |
| SJS Investment Consulting Inc. | 68 | $12.9K | 0.00% | +31+83.8% | Added |
| Chilton Capital Management LLC | 69 | $13.1K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 70 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 71 | $13.5K | 0.01% | +25+54.3% | Added |
| Evelyn Partners Investment Management LLP | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 74 | $14.0K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 75 | $14.2K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 77 | $14.7K | 0.00% | −13−14.4% | Reduced |
| DT Investment Partners, LLC | 79 | $15.0K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 82 | $15.6K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 86 | $16.3K | 0.00% | −39−31.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 91 | $17.3K | 0.00% | −113−55.4% | Reduced |
| Westside Investment Management, Inc. | 96 | $17.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 94 | $17.8K | 0.00% | +94 | New |
| Financial Consulate, Inc | 96 | $18.2K | 0.00% | +18+23.1% | Added |
| Farmers & Merchants Investments Inc | 99 | $18.8K | 0.00% | −2−2.0% | Reduced |
| Costello Asset Management, INC | 100 | $19.0K | 0.01% | −24−19.4% | Reduced |
| Groesbeck Investment Management Corp | 100 | $19.0K | 0.04% | 00.0% | Unchanged |
| Sankala Group LLC | 106 | $19.4K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 103 | $19.5K | 0.00% | +20+24.1% | Added |
| Frazier Financial Advisors, LLC | 104 | $19.7K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 105 | $19.9K | 0.00% | +105 | New |
| ZRC Wealth Management, LLC | 106 | $20.1K | 0.01% | −107−50.2% | Reduced |
| Geneos Wealth Management Inc. | 106 | $20.1K | 0.00% | −28−20.9% | Reduced |
| Opal Wealth Advisors, LLC | 106 | $20.1K | 0.00% | +106 | New |
| DHJJ Financial Advisors, Ltd. | 120 | $22.8K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 120 | $22.8K | 0.00% | +120 | New |
| Harbour Investments, Inc. | 121 | $23.1K | 0.00% | −20−14.2% | Reduced |
| GW&K Investment Management, LLC | 128 | $24.0K | 0.00% | +58+82.9% | Added |
| TIAA Wealth Investment Management LLC | 127 | $24.1K | 0.00% | +127 | New |
| Kings Path Partners LLC | 128 | $24.3K | 0.01% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 130 | $24.7K | 0.01% | +26+25.0% | Added |
| First Horizon Corp | 132 | $25.0K | 0.00% | +4+3.1% | Added |
| Trust Co of Toledo NA | 133 | $25.2K | 0.00% | +1+0.8% | Added |
| Salomon & Ludwin, LLC | 140 | $25.9K | 0.00% | −14−9.1% | Reduced |
| Cornerstone Planning Group LLC | 157 | $28.2K | 0.00% | +8+5.4% | Added |
| HM Payson & Co | 150 | $28.5K | 0.00% | −9−5.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 150 | $28.5K | 0.01% | +150 | New |
| Root Financial Partners, LLC | 155 | $29.4K | 0.00% | −311−66.7% | Reduced |
| True Wealth Design, LLC | 157 | $29.8K | 0.01% | +68+76.4% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $30.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 160 | $30.4K | 0.00% | +160 | New |
| Optiver Holding B.V. | 162 | $30.7K | 0.00% | −482−74.8% | Reduced |
| Webster Bank, N. A. | 162 | $30.7K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 173 | $31.1K | 0.01% | +1+0.6% | Added |
| MV Capital Management, Inc. | 172 | $32.6K | 0.00% | +64+59.3% | Added |
| Creative Financial Designs Inc | 176 | $33.4K | 0.00% | −7−3.8% | Reduced |
| HighMark Wealth Management LLC | 182 | $34.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 183 | $34.7K | 0.01% | +1+0.5% | Added |
| Transamerica Financial Advisors, Inc. | 192 | $36.6K | 0.00% | +130+209.7% | Added |
| Truvestments Capital LLC | 194 | $36.8K | 0.01% | −10−4.9% | Reduced |
| Johnson Financial Group, Inc. | 205 | $38.9K | 0.00% | −235−53.4% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 205 | $38.9K | 0.02% | +205 | New |
| Quent Capital, LLC | 210 | $39.9K | 0.00% | −135−39.1% | Reduced |
| Rothschild Investment LLC | 213 | $40.4K | 0.00% | −1,056−83.2% | Reduced |
| Quarry LP | 241 | $45.7K | 0.01% | −49−16.9% | Reduced |
| Central Trust Co | 242 | $45.9K | 0.00% | −630−72.2% | Reduced |
| SBI Securities Co., Ltd. | 249 | $47.2K | 0.00% | +132+112.8% | Added |
| Colonial Trust Co | 250 | $47.4K | 0.01% | +41+19.6% | Added |
| Plante Moran Financial Advisors, LLC | 250 | $47.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 260 | $49.3K | 0.00% | +25+10.6% | Added |
| Atlantic Trust, LLC | 265 | $50.3K | 0.01% | +30+12.8% | Added |