| Evelyn Partners Investment Management Services Ltd | 130 | $19.3K | 0.00% | −200−60.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 130 | $19.3K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 130 | $19.3K | 0.01% | +61+88.4% | Added |
| Legend Financial Advisors, Inc. | 131 | $19.4K | 0.01% | +131 | New |
| Prestige Wealth Management Group LLC | 136 | $20.2K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 138 | $20.4K | 0.01% | +30+27.8% | Added |
| Pacific Center for Financial Services | 140 | $20.7K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 141 | $20.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 142 | $21.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 143 | $21.1K | 0.00% | −43−23.1% | Reduced |
| Capital A Wealth Management, LLC | 162 | $21.2K | 0.24% | +162 | New |
| Ameriflex Group, Inc. | 144 | $21.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 145 | $21.4K | 0.01% | +8+5.8% | Added |
| Chilton Capital Management LLC | 150 | $22.2K | 0.00% | −20−11.8% | Reduced |
| Barrett & Company, Inc. | 150 | $22.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 161 | $22.4K | 0.00% | +18+12.6% | Added |
| Manchester Capital Management LLC | 153 | $22.7K | 0.00% | −9−5.6% | Reduced |
| First Financial Corp | 155 | $23.0K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 158 | $23.4K | 0.01% | −36−18.6% | Reduced |
| Whipplewood Advisors, LLC | 159 | $23.6K | 0.01% | +88+123.9% | Added |
| MCF Advisors LLC | 159 | $23.6K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 160 | $23.7K | 0.01% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 160 | $23.7K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 162 | $24.0K | 0.00% | +51+45.9% | Added |
| HFM Investment Advisors, LLC | 162 | $24.0K | 0.01% | +3+1.9% | Added |
| DT Investment Partners, LLC | 163 | $24.2K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 164 | $24.4K | 0.00% | +158+2,633.3% | Added |
| Bank & Trust Co | 166 | $24.6K | 0.02% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 167 | $24.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 170 | $25.0K | 0.00% | +9+5.6% | Added |
| Crowley Wealth Management, Inc. | 175 | $25.9K | 0.02% | +1+0.6% | Added |
| Sunbelt Securities, Inc. | 194 | $26.0K | 0.00% | −1−0.5% | Reduced |
| IAG Wealth Partners, LLC | 178 | $26.4K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 186 | $27.6K | 0.02% | −1−0.5% | Reduced |
| Clear Street Markets LLC | 187 | $27.7K | 0.01% | +187 | New |
| Oliver Lagore Vanvalin Investment Group | 183 | $28.9K | 0.01% | +183 | New |
| Knights of Columbus Asset Advisors LLC | 200 | $29.6K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 200 | $29.6K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 202 | $30.4K | 0.01% | +2+1.0% | Added |
| Safe Harbor Fiduciary, LLC | 207 | $30.7K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 220 | $32.6K | 0.00% | −32−12.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 222 | $32.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 229 | $33.9K | 0.00% | +3+1.3% | Added |
| HighMark Wealth Management LLC | 237 | $35.1K | 0.02% | +1+0.4% | Added |
| Financial Gravity Companies, Inc. | 240 | $35.6K | 0.01% | +240 | New |
| Halbert Hargrove Global Advisors, LLC | 246 | $36.4K | 0.00% | −1−0.4% | Reduced |
| Game Plan Financial Advisors, LLC | 250 | $37.0K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 250 | $37.0K | 0.01% | +5+2.0% | Added |
| MorganRosel Wealth Management, LLC | 260 | $38.5K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 260 | $38.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 269 | $39.9K | 0.00% | +16+6.3% | Added |
| Vestor Capital, LLC | 406 | $40.0K | 0.00% | −94−18.8% | Reduced |
| TCTC Holdings, LLC | 270 | $40.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 270 | $40.1K | 0.02% | +1+0.4% | Added |
| Kimelman & Baird, LLC | 276 | $40.9K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 299 | $42.5K | 0.01% | +299 | New |
| Iron Horse Wealth Management, LLC | 293 | $43.4K | 0.01% | +2+0.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 295 | $43.8K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 297 | $44.0K | 0.01% | +204+219.4% | Added |
| Armstrong Advisory Group, Inc | 297 | $44.0K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 299 | $44.3K | 0.03% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 300 | $44.4K | 0.01% | −44−12.8% | Reduced |
| Morse Asset Management, Inc | 300 | $44.5K | 0.01% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 300 | $44.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 304 | $45.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 305 | $45.2K | 0.01% | +35+13.0% | Added |
| Eq Wealth Advisors, LLC | 306 | $45.3K | 0.03% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 314 | $46.5K | 0.01% | +1+0.3% | Added |
| Nemes Rush Group LLC | 319 | $47.3K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 330 | $48.9K | 0.03% | 00.0% | Unchanged |
| Aspect Partners, LLC | 330 | $48.9K | 0.02% | +200+153.8% | Added |
| Coston, McIsaac & Partners | 345 | $51.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 350 | $51.9K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 369 | $54.0K | 0.01% | −152−29.2% | Reduced |
| Global Wealth Strategies & Associates | 367 | $54.4K | 0.02% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 372 | $55.1K | 0.02% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 382 | $56.6K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 384 | $56.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 387 | $57.3K | 0.00% | +289+294.9% | Added |
| Core Alternative Capital | 406 | $60.2K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 407 | $60.3K | 0.01% | +256+169.5% | Added |
| SBI Securities Co., Ltd. | 413 | $61.2K | 0.00% | +20+5.1% | Added |
| Founders Capital Management | 430 | $63.7K | 0.04% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 439 | $64.0K | 0.03% | +10+2.3% | Added |
| Rise Advisors, LLC | 448 | $66.4K | 0.03% | −20−4.3% | Reduced |
| Catalyst Capital Advisors LLC | 453 | $67.1K | 0.00% | −74−14.0% | Reduced |
| Wood Tarver Financial Group, LLC | 464 | $68.0K | 0.02% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 463 | $68.6K | 0.04% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 467 | $69.2K | 0.05% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 468 | $69.3K | 0.01% | −4−0.8% | Reduced |
| Pflug Koory, LLC | 480 | $71.1K | 0.04% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 487 | $72.2K | 0.02% | +487 | New |
| Medallion Wealth Advisors, LLC | 484 | $72.2K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 499 | $74.0K | 0.01% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 504 | $74.7K | 0.05% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 510 | $75.6K | 0.02% | −100−16.4% | Reduced |
| Stephens Consulting, LLC | 510 | $75.6K | 0.02% | +10+2.0% | Added |
| Bruce G. Allen Investments, LLC | 514 | $76.2K | 0.06% | −37−6.7% | Reduced |
| Main Street Group, LTD | 526 | $77.9K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 532 | $79.0K | 0.05% | −418−44.0% | Reduced |