| DiNuzzo Private Wealth, Inc. | 40 | $6.45K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 41 | $6.62K | 0.00% | +16+64.0% | Added |
| Washington Trust Advisors, Inc. | 42 | $6.84K | 0.00% | +3+7.7% | Added |
| Clal Insurance Enterprises Holdings Ltd | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 44 | $7.10K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 45 | $7.26K | 0.01% | +45 | New |
| Barnes Dennig Private Wealth Management LLC | 46 | $7.42K | 0.01% | −52−53.1% | Reduced |
| Estate Planners Group, LLC | 46 | $7.42K | 0.00% | +46 | New |
| TFC Financial Management | 46 | $7.42K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 47 | $7.58K | 0.00% | +47 | New |
| Grove Bank & Trust | 48 | $7.74K | 0.00% | −44−47.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 48 | $7.74K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 48 | $7.74K | 0.00% | +2+4.3% | Added |
| Evermay Wealth Management LLC | 48 | $7.74K | 0.00% | +48 | New |
| Wilkerson Advisory Group LLC | 49 | $7.91K | 0.00% | +49 | New |
| Three Bearings Fiduciary Advisors, Inc. | 50 | $7.92K | 0.01% | +50 | New |
| Valley National Advisers Inc | 54 | $8.00K | 0.00% | −26−32.5% | Reduced |
| Colonial Trust Advisors | 50 | $8.07K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 50 | $8.08K | 0.00% | +50 | New |
| Sachetta, LLC | 52 | $8.39K | 0.00% | −13−20.0% | Reduced |
| BankPlus Trust Department | 53 | $8.55K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 53 | $8.55K | 0.00% | +10+23.3% | Added |
| Winch Advisory Services, LLC | 54 | $8.74K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 64 | $8.82K | 0.05% | +37+137.0% | Added |
| SJS Investment Consulting Inc. | 55 | $8.87K | 0.00% | −2,042−97.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 51 | $9.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 57 | $9.20K | 0.00% | +57 | New |
| Bruce G. Allen Investments, LLC | 59 | $9.52K | 0.01% | −45−43.3% | Reduced |
| Darwin Advisors, LLC | 60 | $9.68K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 60 | $9.68K | 0.00% | −4,749−98.8% | Reduced |
| Wellington-Altus USA Inc. | 60 | $9.68K | 0.01% | +60 | New |
| Optima Capital LLC | 61 | $9.84K | 0.00% | +61 | New |
| Valued Wealth Advisors LLC | 61 | $9.90K | 0.00% | −2−3.2% | Reduced |
| Allianz SE | 65 | $10.5K | 0.00% | +65 | New |
| NorthAvenue LLC | 65 | $10.5K | 0.01% | +65 | New |
| Howard Hughes Medical Institute | 69 | $11.1K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 70 | $11.3K | 0.01% | +70 | New |
| WealthCollab, LLC | 78 | $12.6K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 79 | $12.7K | 0.00% | +75+1,875.0% | Added |
| Bell Investment Advisors, Inc | 81 | $13.1K | 0.00% | −3−3.6% | Reduced |
| Park Place Capital Corp | 83 | $13.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 86 | $13.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 84 | $14.0K | 0.00% | −578−87.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 88 | $14.2K | 0.01% | +27+44.3% | Added |
| Intesa Sanpaolo Wealth Management | 88 | $14.2K | 0.00% | +88 | New |
| Ameliora Wealth Management Ltd. | 90 | $14.5K | 0.00% | +90 | New |
| GHP Investment Advisors, Inc. | 93 | $15.0K | 0.00% | −2−2.1% | Reduced |
| BFSG, LLC | 95 | $15.3K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $16.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 100 | $16.1K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 828 | $16.5K | 0.00% | +828 | New |
| Brown, Lisle/Cummings, Inc. | 102 | $16.5K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 102 | $16.5K | 0.01% | +73+251.7% | Added |
| Onefund, LLC | 109 | $17.6K | 0.01% | +77+240.6% | Added |
| MV Capital Management, Inc. | 110 | $17.7K | 0.00% | −5−4.3% | Reduced |
| Quent Capital, LLC | 111 | $17.9K | 0.00% | −17−13.3% | Reduced |
| Stone House Investment Management, LLC | 114 | $18.4K | 0.00% | −8−6.6% | Reduced |
| Avion Wealth | 121 | $19.0K | 0.00% | +36+42.4% | Added |
| Asset Planning,Inc | 100 | $19.6K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 124 | $20.0K | 0.00% | −3,527−96.6% | Reduced |
| Financial Network Wealth Advisors LLC | 128 | $20.6K | 0.02% | +64+100.0% | Added |
| Legacy Wealth Managment, LLC | 130 | $21.0K | 0.01% | +106+441.7% | Added |
| Gen-Wealth Partners Inc | 135 | $21.8K | 0.01% | −51−27.4% | Reduced |
| Capital Advisors, Ltd. LLC | 137 | $22.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 134 | $22.1K | 0.00% | +20+17.5% | Added |
| Meeder Asset Management Inc | 137 | $22.1K | 0.00% | −2,072−93.8% | Reduced |
| Archer Investment Corp | 140 | $22.6K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 143 | $23.1K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 149 | $24.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 150 | $24.2K | 0.01% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 153 | $24.7K | 0.00% | +153 | New |
| Capital Analysts, LLC | 158 | $25.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 155 | $25.0K | 0.01% | 00.0% | Unchanged |
| TD Capital Management LLC | 159 | $25.7K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 170 | $27.0K | 0.00% | −1,325−88.6% | Reduced |
| Hughes Financial Services, LLC | 169 | $27.3K | 0.00% | −5−2.9% | Reduced |
| McGuire Capital Advisors Inc | 171 | $27.6K | 0.02% | +171 | New |
| Hilltop National Bank | 174 | $28.1K | 0.01% | −20−10.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 176 | $28.4K | 0.00% | +176 | New |
| Kemnay Advisory Services Inc. | 184 | $29.7K | 0.00% | +184 | New |
| Triumph Capital Management | 193 | $31.2K | 0.01% | +193 | New |
| West Branch Capital LLC | 200 | $32.3K | 0.01% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 205 | $33.1K | 0.02% | +205 | New |
| UMA Financial Services, Inc. | 206 | $33.2K | 0.00% | +8+4.0% | Added |
| FWL Investment Management, LLC | 213 | $34.4K | 0.01% | +213 | New |
| Rosenberg Matthew Hamilton | 216 | $34.8K | 0.01% | +13+6.4% | Added |
| IFC & Insurance Marketing, Inc. | 214 | $35.0K | 0.03% | +214 | New |
| Salomon & Ludwin, LLC | 215 | $35.0K | 0.00% | +92+74.8% | Added |
| GW&K Investment Management, LLC | 221 | $36.0K | 0.00% | −42−16.0% | Reduced |
| Capula Management Ltd | 234 | $37.8K | 0.00% | +234 | New |
| Gordian Capital Singapore Pte Ltd | 534 | $38.2K | 0.05% | −700−56.7% | Reduced |
| Armstrong Advisory Group, Inc | 239 | $38.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 243 | $39.2K | 0.00% | −121−33.2% | Reduced |
| McIlrath & Eck, LLC | 249 | $40.2K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 250 | $40.3K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 254 | $41.0K | 0.00% | 00.0% | Unchanged |
| Pilgrim Partners Asia Pte Ltd | 260 | $41.9K | 0.02% | +260 | New |
| Wealth Enhancement Trust Services, Inc. | 272 | $43.9K | 0.01% | +272 | New |
| Sfam, LLC | 285 | $46.0K | 0.04% | +285 | New |
| HM Payson & Co | 300 | $48.4K | 0.00% | −9−2.9% | Reduced |
