| Abound Wealth Management | 607 | $89.6K | 0.04% | +11+1.8% | Added |
| Resurgent Financial Advisors LLC | 604 | $89.0K | 0.05% | −235−28.0% | Reduced |
| Eagle Bay Advisors LLC | 590 | $87.0K | 0.05% | −254−30.1% | Reduced |
| JFS Wealth Advisors, LLC | 588 | $86.7K | 0.01% | +266+82.6% | Added |
| Logan Capital Management Inc | 577 | $85.1K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 579 | $85.0K | 0.03% | +220+61.3% | Added |
| Leonteq Securities AG | 574 | $84.6K | 0.01% | −135,260−99.6% | Reduced |
| Atticus Wealth Management, LLC | 571 | $84.2K | 0.03% | 00.0% | Unchanged |
| Northwest Financial Advisors | 569 | $83.9K | 0.07% | +569 | New |
| Raleigh Capital Management Inc. | 552 | $81.3K | 0.04% | +244+79.2% | Added |
| Colonial Trust Advisors | 545 | $80.3K | 0.01% | +2+0.4% | Added |
| FSA Wealth Management LLC | 539 | $79.0K | 0.04% | +539 | New |
| Loomis Sayles & Co L P | 531 | $78.0K | 0.00% | −100−15.8% | Reduced |
| Jones Financial Companies LLLP | 524 | $77.2K | 0.00% | +294+127.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 516 | $76.1K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 509 | $75.0K | 0.05% | 00.0% | Unchanged |
| Birchbrook, Inc. | 508 | $74.9K | 0.05% | +508 | New |
| Sound Income Strategies, LLC | 506 | $74.6K | 0.01% | +155+44.2% | Added |
| Evergreen Private Wealth LLC | 504 | $74.3K | 0.04% | +504 | New |
| EMC Capital Management | 500 | $74.0K | 0.05% | −2,500−83.3% | Reduced |
| Horizon Bancorp Inc | 503 | $74.0K | 0.04% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 500 | $73.7K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 500 | $73.7K | 0.02% | 00.0% | Unchanged |
| Lipe & Dalton | 495 | $73.0K | 0.04% | +495 | New |
| Deseret Mutual Benefit Administrators | 490 | $72.2K | 0.04% | −134−21.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 479 | $70.6K | 0.02% | +479 | New |
| Plante Moran Financial Advisors, LLC | 476 | $70.2K | 0.01% | +276+138.0% | Added |
| Fortitude Family Office, LLC | 462 | $68.1K | 0.05% | +462 | New |
| Cedar Wealth Management, LLC | 456 | $67.2K | 0.02% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 453 | $66.8K | 0.02% | +110+32.1% | Added |
| CNB Bank | 446 | $65.7K | 0.04% | −18−3.9% | Reduced |
| Tortoise Investment Management, LLC | 442 | $65.2K | 0.01% | −85−16.1% | Reduced |
| Winch Advisory Services, LLC | 434 | $64.0K | 0.02% | −250−36.5% | Reduced |
| HHM Wealth Advisors, LLC | 430 | $63.4K | 0.01% | −15−3.4% | Reduced |
| JNBA Financial Advisors | 430 | $63.4K | 0.01% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 428 | $63.1K | 0.05% | +428 | New |
| Duncker Streett & Co Inc | 425 | $62.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 422 | $62.1K | 0.01% | +12+2.9% | Added |
| Impact Partnership Wealth, LLC | 417 | $61.5K | 0.02% | −465−52.7% | Reduced |
| Clear Investment Research, LLC | 407 | $60.0K | 0.08% | +2+0.5% | Added |
| True Wealth Design, LLC | 404 | $59.6K | 0.02% | +389+2,593.3% | Added |
| Hanseatic Management Services Inc | 401 | $59.1K | 0.10% | +6+1.5% | Added |
| Country Trust Bank | 397 | $58.5K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 364 | $53.7K | 0.03% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 361 | $53.2K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 350 | $52.0K | 0.05% | 00.0% | Unchanged |
| First PREMIER Bank | 350 | $52.0K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 349 | $51.4K | 0.05% | +349 | New |
| Ogorek Anthony Joseph | 350 | $51.0K | 0.02% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 345 | $50.9K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 338 | $49.8K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 330 | $49.0K | 0.05% | +330 | New |
| Institutional & Family Asset Management, LLC | 329 | $48.5K | 0.01% | +50+17.9% | Added |
| Aspect Partners, LLC | 329 | $48.5K | 0.03% | +329 | New |
| BKM Wealth Management, LLC | 328 | $48.4K | 0.02% | +328 | New |
| Kelly Financial Services LLC | 325 | $48.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 323 | $47.6K | 0.02% | +66+25.7% | Added |
| Dividend Assets Capital, LLC | 310 | $46.0K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 309 | $45.5K | 0.02% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 309 | $45.5K | 0.02% | +309 | New |
| Sachetta, LLC | 307 | $45.3K | 0.02% | +307 | New |
| Indiana Trust & Investment Management CO | 300 | $44.2K | 0.02% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 300 | $44.2K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 300 | $44.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 298 | $43.9K | 0.01% | −34−10.2% | Reduced |
| Founders Capital Management | 294 | $43.3K | 0.03% | +150+104.2% | Added |
| WealthCollab, LLC | 288 | $42.5K | 0.03% | +288 | New |
| Scarborough Advisors, LLC | 286 | $42.1K | 0.01% | +286 | New |
| Private Wealth Management Group, LLC | 281 | $41.4K | 0.02% | +281 | New |
| Oliver Lagore Vanvalin Investment Group | 271 | $39.9K | 0.01% | +72+36.2% | Added |
| West Branch Capital LLC | 267 | $39.4K | 0.02% | −1,733−86.7% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 210 | $37.9K | 0.02% | +210 | New |
| Raffa Wealth Management, LLC | 254 | $37.4K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 252 | $37.0K | 0.01% | +25+11.0% | Added |
| Peoples Bank | 250 | $36.9K | 0.03% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 248 | $36.6K | 0.02% | +240+3,000.0% | Added |
| Pathway Financial Advisers, LLC | 239 | $35.2K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 239 | $35.2K | 0.01% | +239 | New |
| Long Island Wealth Management, Inc. | 231 | $34.0K | 0.02% | +231 | New |
| Park Place Capital Corp | 223 | $32.9K | 0.01% | −832−78.9% | Reduced |
| Level Financial Advisors, Inc. | 216 | $31.8K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 212 | $31.3K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 210 | $31.0K | 0.01% | +62+41.9% | Added |
| Kathleen S. Wright Associates Inc. | 204 | $30.1K | 0.02% | +204 | New |
| Lee Financial Co | 201 | $29.6K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 200 | $29.5K | 0.01% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 200 | $29.5K | 0.01% | +200 | New |
| MeadowBrook Investment Advisors LLC | 200 | $29.5K | 0.03% | +200 | New |
| Gables Capital Management Inc. | 200 | $29.5K | 0.02% | +200 | New |
| Bare Financial Services, Inc | 200 | $29.5K | 0.06% | +200 | New |
| Ritter Daniher Financial Advisory LLC | 194 | $28.6K | 0.01% | −5−2.5% | Reduced |
| Northwest Bank & Trust Co | 191 | $28.2K | 0.03% | +191 | New |
| PayPay Securities Corp | 189 | $27.9K | 1.37% | −31−14.1% | Reduced |
| EntryPoint Capital, LLC | 188 | $27.7K | 0.03% | +188 | New |
| Abich Financial Wealth Management LLC | 188 | $27.7K | 0.03% | +188 | New |
| O'Dell Group, LLC | 182 | $26.8K | 0.01% | +182 | New |
| Financial Synergies Wealth Advisors, Inc. | 400 | $25.9K | 0.00% | +100+33.3% | Added |
| TCTC Holdings, LLC | 175 | $25.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 175 | $25.8K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 175 | $25.8K | 0.01% | +25+16.7% | Added |
