| Alphadyne Asset Management LP | 581 | $82.4K | 0.25% | +581 | New |
| Scarborough Advisors, LLC | 566 | $80.4K | 0.02% | +566 | New |
| Proathlete Wealth Management LLC | 558 | $79.2K | 0.03% | +11+2.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 550 | $78.0K | 0.13% | −7−1.3% | Reduced |
| Clear Investment Research, LLC | 546 | $77.5K | 0.10% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 545 | $77.3K | 0.04% | 00.0% | Unchanged |
| SWAN Capital LLC | 543 | $77.1K | 0.03% | +343+171.5% | Added |
| IAG Wealth Partners, LLC | 541 | $76.8K | 0.01% | +12+2.3% | Added |
| Cornerstone Planning Group LLC | 421 | $73.4K | 0.01% | +107+34.1% | Added |
| Beaird Harris Wealth Management, LLC | 515 | $73.1K | 0.01% | −135−20.8% | Reduced |
| Rossby Financial, LCC | 508 | $72.1K | 0.03% | +420+477.3% | Added |
| Kozak & Associates, Inc. | 516 | $71.4K | 0.01% | +211+69.2% | Added |
| Tortoise Investment Management, LLC | 503 | $71.4K | 0.01% | +65+14.8% | Added |
| Christopher J. Hasenberg, Inc | 500 | $71.0K | 0.03% | −60−10.7% | Reduced |
| First Command Advisory Services, Inc. | 500 | $71.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 495 | $70.2K | 0.03% | +345+230.0% | Added |
| Flagship Wealth Advisors, LLC | 480 | $68.1K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 475 | $67.4K | 0.01% | −41−7.9% | Reduced |
| Lipe & Dalton | 470 | $67.0K | 0.04% | +470 | New |
| CBIZ Investment Advisory Services, LLC | 468 | $66.4K | 0.00% | −225−32.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 467 | $66.3K | 0.04% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 462 | $65.6K | 0.03% | +143+44.8% | Added |
| Richardson Capital Management LLC | 455 | $64.6K | 0.03% | −4−0.9% | Reduced |
| Keystone Global Partners, LLC | 454 | $64.4K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 625 | $64.0K | 0.05% | +50+8.7% | Added |
| Quest 10 Wealth Builders, Inc. | 445 | $63.1K | 0.06% | +166+59.5% | Added |
| Bear Mountain Capital, Inc. | 400 | $62.8K | 0.02% | +50+14.3% | Added |
| Blue Bell Private Wealth Management, LLC | 440 | $62.4K | 0.01% | −202−31.5% | Reduced |
| United Community Bank | 431 | $61.2K | 0.02% | −994−69.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 430 | $61.0K | 0.04% | +47+12.3% | Added |
| GoalVest Advisory LLC | 430 | $61.0K | 0.02% | +420+4,200.0% | Added |
| Tompkins Financial Corp | 417 | $59.2K | 0.01% | +97+30.3% | Added |
| Longview Financial Advisors LLC | 415 | $58.9K | 0.04% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 414 | $58.7K | 0.07% | +83+25.1% | Added |
| Loomis Sayles & Co L P | 410 | $58.2K | 0.00% | −27−6.2% | Reduced |
| Ridgewood Investments LLC | 408 | $57.9K | 0.03% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 406 | $57.6K | 0.02% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 405 | $57.5K | 0.03% | −100−19.8% | Reduced |
| Legacy Wealth Managment, LLC | 405 | $57.5K | 0.03% | −60−12.9% | Reduced |
| Legacy Investment Solutions, LLC | 405 | $57.5K | 0.03% | +405 | New |
| FWL Investment Management, LLC | 402 | $57.0K | 0.02% | −300−42.7% | Reduced |
| Sierra Ocean, LLC | 399 | $56.6K | 0.04% | −90−18.4% | Reduced |
| Rational Advisors LLC | 396 | $56.2K | 0.01% | +396 | New |
| Blume Capital Management, Inc. | 390 | $55.3K | 0.01% | +156+66.7% | Added |
| Hager Investment Management Services, LLC | 388 | $55.1K | 0.03% | −665−63.2% | Reduced |
| North Capital, Inc. | 388 | $55.1K | 0.05% | −4−1.0% | Reduced |
| Park Square Financial Group, LLC | 388 | $55.1K | 0.04% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 383 | $54.3K | 0.02% | −2,162−85.0% | Reduced |
| WealthCollab, LLC | 372 | $52.8K | 0.03% | +8+2.2% | Added |
| Centricity Wealth Management, LLC | 364 | $51.7K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 355 | $50.4K | 0.01% | +23+6.9% | Added |
| Cornerstone National Bank & Trust Co | 352 | $49.9K | 0.02% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 350 | $49.7K | 0.02% | +350 | New |
| American Capital Advisory, LLC | 349 | $49.5K | 0.02% | +75+27.4% | Added |
| Binnacle Investments Inc | 349 | $49.5K | 0.03% | +196+128.1% | Added |
| Financial Gravity Companies, Inc. | 344 | $48.8K | 0.01% | +344 | New |
| Bare Financial Services, Inc | 329 | $46.7K | 0.02% | +74+29.0% | Added |
| Brown, Lisle/Cummings, Inc. | 329 | $46.7K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 325 | $46.1K | 0.02% | −375−53.6% | Reduced |
| Parkworth Wealth Management, Inc. | 320 | $45.4K | 0.03% | −63−16.4% | Reduced |
| Hughes Financial Services, LLC | 275 | $44.9K | 0.01% | −163−37.2% | Reduced |
| BankPlus Trust Department | 314 | $44.6K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 311 | $44.1K | 0.01% | +311 | New |
| Abound Wealth Management | 305 | $43.3K | 0.01% | −17−5.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 303 | $43.0K | 0.00% | −69−18.5% | Reduced |
| Aspect Partners, LLC | 298 | $42.3K | 0.02% | −38−11.3% | Reduced |
| Valued Wealth Advisors LLC | 297 | $42.2K | 0.02% | +3+1.0% | Added |
| Boreal Capital Management LLC | 294 | $41.7K | 0.03% | +294 | New |
| Quaker Wealth Management, LLC | 276 | $39.2K | 0.01% | +276 | New |
| S&T Bank | 275 | $39.0K | 0.01% | +137+99.3% | Added |
| Raleigh Capital Management Inc. | 272 | $38.6K | 0.02% | −39−12.5% | Reduced |
| Kilter Group LLC | 270 | $38.3K | 0.02% | +270 | New |
| High Note Wealth, LLC | 266 | $37.7K | 0.01% | +197+285.5% | Added |
| JFS Wealth Advisors, LLC | 265 | $37.6K | 0.00% | −141−34.7% | Reduced |
| Pacific Center for Financial Services | 258 | $36.6K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 250 | $35.5K | 0.01% | −30−10.7% | Reduced |
| McCarthy Grittinger Financial Group, LLC | 250 | $35.5K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 250 | $35.5K | 0.03% | +250 | New |
| CNB Bank | 246 | $34.9K | 0.02% | 00.0% | Unchanged |
| Hurley Capital, LLC | 245 | $34.8K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 245 | $34.8K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 244 | $34.6K | 0.00% | −47−16.2% | Reduced |
| Evolution Wealth Management Inc. | 243 | $34.5K | 0.04% | +243 | New |
| PMV Capital Advisers, LLC | 242 | $34.3K | 0.08% | 00.0% | Unchanged |
| Financially Speaking Inc | 233 | $33.1K | 0.02% | +233 | New |
| Raffa Wealth Management, LLC | 231 | $32.8K | 0.01% | −26−10.1% | Reduced |
| Gen-Wealth Partners Inc | 230 | $32.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 221 | $31.4K | 0.01% | +214+3,057.1% | Added |
| Vision Financial Markets LLC | 218 | $30.9K | 0.03% | +32+17.2% | Added |
| FSA Wealth Management LLC | 217 | $30.8K | 0.01% | +30+16.0% | Added |
| TCTC Holdings, LLC | 215 | $30.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 215 | $30.5K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 213 | $30.2K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 218 | $30.0K | 0.01% | +72+49.3% | Added |
| Ogorek Anthony Joseph | 213 | $30.0K | 0.01% | +74+53.2% | Added |
| Dogwood Wealth Management LLC | 217 | $29.9K | 0.01% | +208+2,311.1% | Added |
| Dudley Capital Management, LLC | 208 | $29.5K | 0.01% | +208 | New |
| Kathleen S. Wright Associates Inc. | 204 | $28.9K | 0.01% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 200 | $28.4K | 0.03% | 00.0% | Unchanged |
| Park Circle Co | 200 | $28.4K | 0.02% | 00.0% | Unchanged |
