| LFA - Lugano Financial Advisors SA | 44 | $14.7K | 0.01% | +44 | New |
| Manning & Napier Advisors LLC | 48 | $14.7K | 0.00% | −10−17.2% | Reduced |
| Stone House Investment Management, LLC | 45 | $15.1K | 0.00% | +1+2.3% | Added |
| Truvestments Capital LLC | 46 | $15.4K | 0.00% | −77−62.6% | Reduced |
| Comprehensive Financial Planning, Inc. | 46 | $15.4K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 47 | $15.7K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 49 | $16.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 50 | $16.7K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 50 | $16.7K | 0.00% | +50 | New |
| Atlantic Trust, LLC | 51 | $17.1K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 52 | $17.4K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 53 | $17.7K | 0.00% | +11+26.2% | Added |
| Rialto Wealth Management, LLC | 53 | $17.7K | 0.00% | +24+82.8% | Added |
| Aberdeen Wealth Management LLC | 55 | $18.4K | 0.01% | +55 | New |
| Valued Wealth Advisors LLC | 60 | $20.1K | 0.01% | +7+13.2% | Added |
| CX Institutional | 62 | $21.0K | 0.00% | +11+21.6% | Added |
| Retirement Wealth Solutions LLC | 63 | $21.1K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 64 | $21.4K | 0.00% | +37+137.0% | Added |
| Anchor Bay Capital, Inc. | 80 | $21.7K | 0.01% | +80 | New |
| Tiaa Trust, National Association | 65 | $21.8K | 0.00% | −1,450−95.7% | Reduced |
| StrongBox Wealth, LLC | 65 | $21.8K | 0.01% | +65 | New |
| Kayne Anderson Rudnick Investment Management LLC | 66 | $22.1K | 0.00% | +14+26.9% | Added |
| IAG Wealth Partners, LLC | 67 | $22.4K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 67 | $22.4K | 0.01% | +17+34.0% | Added |
| CNB Bank | 68 | $22.8K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 69 | $23.1K | 0.02% | +20+40.8% | Added |
| Raffa Wealth Management, LLC | 70 | $23.4K | 0.00% | +3+4.5% | Added |
| Murphy & Mullick Capital Management Corp | 70 | $23.4K | 0.01% | +70 | New |
| HHM Wealth Advisors, LLC | 74 | $24.8K | 0.00% | +34+85.0% | Added |
| Aspiring Ventures, LLC | 75 | $25.1K | 0.01% | +75 | New |
| Ameriflex Group, Inc. | 76 | $25.4K | 0.01% | +30+65.2% | Added |
| Proffitt & Goodson Inc | 76 | $25.4K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 76 | $25.4K | 0.01% | +76 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 79 | $26.0K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 78 | $26.1K | 0.02% | +75+2,500.0% | Added |
| Private Wealth Asset Management, LLC | 80 | $26.8K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 83 | $27.8K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 83 | $27.8K | 0.00% | +1+1.2% | Added |
| South State Corp. | 88 | $29.5K | 0.00% | +32+57.1% | Added |
| Clear Street Markets LLC | 89 | $29.8K | 0.01% | +26+41.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 92 | $30.8K | 0.01% | +44+91.7% | Added |
| Roble, Belko & Company, Inc | 92 | $31.0K | 0.00% | +7+8.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 93 | $31.1K | 0.01% | −10−9.7% | Reduced |
| JPL Wealth Management, LLC | 97 | $32.5K | 0.01% | +3+3.2% | Added |
| Miller Wealth Advisors, LLC | 100 | $33.5K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 100 | $33.5K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 103 | $34.5K | 0.01% | −1,293−92.6% | Reduced |
| Lloyd Advisory Services, LLC. | 104 | $34.8K | 0.01% | −1,253−92.3% | Reduced |
| Cornerstone Planning Group LLC | 116 | $34.9K | 0.00% | −14−10.8% | Reduced |
| Neo Ivy Capital Management | 106 | $35.5K | 0.01% | −2,299−95.6% | Reduced |
| Graney & King, LLC | 107 | $35.9K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 109 | $36.5K | 0.00% | 00.0% | Unchanged |
| Trust Co | 109 | $36.5K | 0.00% | +105+2,625.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 115 | $38.5K | 0.01% | +65+130.0% | Added |
| HighMark Wealth Management LLC | 115 | $38.5K | 0.01% | 00.0% | Unchanged |
| Motco | 116 | $38.8K | 0.00% | +2+1.8% | Added |
| Center for Financial Planning, Inc. | 124 | $41.5K | 0.00% | −33−21.0% | Reduced |
| Kemnay Advisory Services Inc. | 125 | $41.9K | 0.01% | −454−78.4% | Reduced |
| Cornerstone Financial Management LLC | 127 | $42.5K | 0.03% | +46+56.8% | Added |
| Financial Consulate, Inc | 129 | $43.2K | 0.00% | +3+2.4% | Added |
| Richardson Financial Services Inc. | 131 | $43.9K | 0.02% | −2−1.5% | Reduced |
| Crews Bank & Trust | 132 | $44.2K | 0.01% | +43+48.3% | Added |
| Orion Capital Management LLC | 135 | $45.2K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 136 | $45.5K | 0.02% | +13+10.6% | Added |
| Salem Investment Counselors Inc | 138 | $46.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 142 | $47.5K | 0.01% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 142 | $47.5K | 0.03% | 00.0% | Unchanged |
| Albion Financial Group | 144 | $48.2K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 145 | $48.5K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 145 | $48.5K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 146 | $48.9K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 148 | $49.6K | 0.01% | +69+87.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 150 | $50.2K | 0.03% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 150 | $50.2K | 0.11% | 00.0% | Unchanged |
| Grove Bank & Trust | 151 | $50.6K | 0.01% | +1+0.7% | Added |
| Persistent Asset Partners Ltd | 152 | $50.9K | 0.02% | +152 | New |
| Sankala Group LLC | 189 | $51.3K | 0.03% | +25+15.2% | Added |
| MV Capital Management, Inc. | 156 | $52.2K | 0.00% | +11+7.6% | Added |
| Adirondack Trust Co | 157 | $52.6K | 0.02% | +157 | New |
| Bear Mountain Capital, Inc. | 180 | $54.6K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 164 | $54.9K | 0.02% | −232−58.6% | Reduced |
| City Holding Co | 165 | $55.2K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 170 | $56.9K | 0.02% | −80−32.0% | Reduced |
| Vermillion Wealth Management, Inc. | 170 | $56.9K | 0.01% | +69+68.3% | Added |
| LifeSteps Financial, Inc. | 171 | $57.3K | 0.03% | +171 | New |
| Hager Investment Management Services, LLC | 179 | $59.9K | 0.03% | −47−20.8% | Reduced |
| Park Place Capital Corp | 185 | $61.9K | 0.01% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 250 | $62.6K | 0.05% | 00.0% | Unchanged |
| Financial Life Planners | 188 | $63.0K | 0.04% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 189 | $63.3K | 0.00% | +28+17.4% | Added |
| Alpine Bank Wealth Management | 193 | $64.6K | 0.01% | +193 | New |
| Synergy Investment Management, LLC | 231 | $65.9K | 0.02% | +225+3,750.0% | Added |
| Hilltop National Bank | 198 | $66.3K | 0.01% | +123+164.0% | Added |
| Godsey & Gibb Associates | 200 | $67.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $67.0K | 0.01% | +100+100.0% | Added |
| PFS Partners, LLC | 200 | $67.0K | 0.03% | +200 | New |
| Noble Wealth Management PBC | 202 | $67.6K | 0.03% | −128−38.8% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 203 | $68.0K | 0.01% | +173+576.7% | Added |
| JFS Wealth Advisors, LLC | 204 | $68.3K | 0.00% | +3+1.5% | Added |
| Quaker Wealth Management, LLC | 210 | $70.3K | 0.02% | +1+0.5% | Added |
