| Atlantic Edge Private Wealth Management, LLC | 136 | $91.6K | 0.02% | +56+70.0% | Added |
| Essential Partners LLC | 138 | $93.0K | 0.03% | +109+375.9% | Added |
| Covestor Ltd | 144 | $97.0K | 0.05% | −12−7.7% | Reduced |
| Golden State Wealth Management, LLC | 148 | $99.7K | 0.01% | +38+34.5% | Added |
| Ostrum Asset Management | 150 | $101.1K | 0.00% | −515−77.4% | Reduced |
| NBC Securities, Inc. | 150 | $101.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 152 | $102.4K | 0.01% | +44+40.7% | Added |
| Strengthening Families & Communities, LLC | 153 | $103.1K | 0.04% | +153 | New |
| Bogart Wealth, LLC | 154 | $103.8K | 0.00% | +106+220.8% | Added |
| Compagnie Lombard Odier SCmA | 155 | $104.4K | 0.00% | −45−22.5% | Reduced |
| Eastern Bank | 157 | $105.8K | 0.00% | +52+49.5% | Added |
| TFC Financial Management | 159 | $107.1K | 0.01% | +12+8.2% | Added |
| Wealth Preservation Advisors, LLC | 160 | $107.8K | 0.05% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 160 | $107.8K | 0.06% | +35+28.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 162 | $109.2K | 0.04% | +47+40.9% | Added |
| Keating Financial Advisory Services, Inc. | 164 | $110.5K | 0.01% | +164 | New |
| Atlas Capital Advisors LLC | 169 | $113.9K | 0.01% | +169 | New |
| Miller Capital Partners, Inc. | 170 | $114.5K | 0.06% | +170 | New |
| Mark Sheptoff Financial Planning, LLC | 171 | $115.2K | 0.05% | +50+41.3% | Added |
| Financial Consulate, Inc | 173 | $116.6K | 0.02% | +2+1.2% | Added |
| True Wealth Design, LLC | 178 | $120.0K | 0.04% | +1+0.6% | Added |
| Farmers & Merchants Investments Inc | 179 | $120.6K | 0.00% | +30+20.1% | Added |
| IFC & Insurance Marketing, Inc. | 180 | $121.0K | 0.12% | +180 | New |
| Oakworth Capital, Inc. | 184 | $124.0K | 0.01% | 00.0% | Unchanged |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 185 | $124.7K | 0.10% | +185 | New |
| Hoey Investments, Inc | 190 | $128.0K | 0.02% | −485−71.9% | Reduced |
| Copos Capital S.a r.l. | 191 | $128.7K | 0.09% | +191 | New |
| Manchester Capital Management LLC | 195 | $131.4K | 0.02% | +69+54.8% | Added |
| ORG Partners LLC | 196 | $132.0K | 0.02% | +57+41.0% | Added |
| CVA Family Office, LLC | 196 | $132.1K | 0.02% | −112−36.4% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 200 | $134.8K | 1.95% | +200 | New |
| Asset Dedication, LLC | 201 | $135.4K | 0.01% | +194+2,771.4% | Added |
| MV Capital Management, Inc. | 202 | $136.1K | 0.01% | +41+25.5% | Added |
| DT Investment Partners, LLC | 206 | $138.8K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 210 | $141.5K | 0.14% | +210 | New |
| Transamerica Financial Advisors, Inc. | 215 | $144.8K | 0.01% | +95+79.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 225 | $152.0K | 0.00% | −71−24.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 226 | $152.3K | 0.02% | +226 | New |
| Core Alternative Capital | 238 | $160.4K | 0.04% | +238 | New |
| NorthRock Partners, LLC | 241 | $162.5K | 0.00% | −526−68.6% | Reduced |
| Liberty One Investment Management, LLC | 265 | $178.6K | 0.02% | +265 | New |
| Rothschild Investment LLC | 268 | $180.8K | 0.01% | +65+32.0% | Added |
| Bell Investment Advisors, Inc | 270 | $181.9K | 0.03% | −6−2.2% | Reduced |
| Reyes Financial Architecture, Inc. | 280 | $188.7K | 0.11% | −276−49.6% | Reduced |
| Fourth Dimension Wealth, LLC | 280 | $188.7K | 0.07% | +30+12.0% | Added |
| Reflection Asset Management | 283 | $190.7K | 0.14% | +283 | New |
| Sovereign Financial Group, Inc. | 297 | $200.1K | 0.04% | +297 | New |
| Warren Street Wealth Advisors, LLC | 299 | $201.5K | 0.06% | −93−23.7% | Reduced |
| Transcend Wealth Collective, LLC | 300 | $202.0K | 0.02% | −82−21.5% | Reduced |
| Cohen & Steers, Inc. | 300 | $202.0K | 0.00% | −200−40.0% | Reduced |
| Avion Wealth | 300 | $202.0K | 0.04% | +77+34.5% | Added |
| Ullmann Financial Group, Inc. | 317 | $202.0K | 0.02% | +2+0.6% | Added |
| Marin Bay Wealth Advisors, LLC | 300 | $202.1K | 0.12% | +300 | New |
| Centennial Wealth Advisory LLC | 300 | $202.2K | 0.05% | +300 | New |
| Stevens Capital Management LP | 302 | $203.0K | 0.07% | −3,685−92.4% | Reduced |
| Bayesian Capital Management, LP | 302 | $203.5K | 0.47% | +302 | New |
| Keyvantage Wealth, LLC | 303 | $204.2K | 0.09% | +303 | New |
| Strategies Wealth Advisors, LLC | 303 | $204.2K | 0.02% | −297−49.5% | Reduced |
| Lyell Wealth Management, LP | 304 | $204.8K | 0.01% | +304 | New |
| Kestra Investment Management, LLC | 305 | $205.5K | 0.01% | −51−14.3% | Reduced |
| Financial Partners Group, Inc | 436 | $206.2K | 0.02% | +31+7.7% | Added |
| Signal Advisors Wealth, LLC | 306 | $206.2K | 0.02% | −249−44.9% | Reduced |
| Trajan Wealth LLC | 306 | $206.2K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 306 | $206.2K | 0.01% | +19+6.6% | Added |
| AXA S.A. | 306 | $206.2K | 0.10% | +306 | New |
| Verus Capital Partners, LLC | 308 | $207.5K | 0.01% | −6−1.9% | Reduced |
| Altfest L J & Co Inc | 308 | $207.5K | 0.02% | +308 | New |
| Beaumont Financial Advisors, LLC | 310 | $208.9K | 0.01% | −134−30.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 312 | $210.2K | 0.03% | +5+1.6% | Added |
| 44 Wealth Management LLC | 316 | $212.9K | 0.07% | 00.0% | Unchanged |
| Busey Wealth Management | 317 | $213.6K | 0.01% | +27+9.3% | Added |
| Cardiff Park Advisors, LLC | 320 | $215.6K | 0.02% | −44−12.1% | Reduced |
| Everett Harris & Co | 320 | $215.6K | 0.00% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 321 | $216.3K | 0.07% | +321 | New |
| Advyzon Investment Management, LLC | 321 | $216.3K | 0.03% | +321 | New |
| Calton & Associates, Inc. | 322 | $217.0K | 0.03% | +16+5.2% | Added |
| Financial Life Planners | 322 | $217.0K | 0.16% | +32+11.0% | Added |
| Kirtland Hills Capital Management, LLC | 323 | $217.6K | 0.08% | +9+2.9% | Added |
| United Community Bank | 324 | $218.3K | 0.08% | −215−39.9% | Reduced |
| Impact Capital Partners LLC | 324 | $218.3K | 0.06% | +324 | New |
| QTR Family Wealth, LLC | 462 | $218.5K | 0.10% | −59−11.3% | Reduced |
| Prosperity Wealth Management, Inc. | 325 | $219.0K | 0.07% | −2,210−87.2% | Reduced |
| Cypress Wealth Services, LLC | 325 | $219.0K | 0.03% | −1−0.3% | Reduced |
| Sunpointe, LLC | 326 | $219.7K | 0.07% | +39+13.6% | Added |
| Traveka Wealth, LLC | 327 | $220.3K | 0.09% | +1+0.3% | Added |
| Klingman & Associates, LLC | 327 | $220.3K | 0.01% | +327 | New |
| Ketron Financial | 329 | $221.7K | 0.07% | +329 | New |
| Stephenson National Bank & Trust | 330 | $222.4K | 0.06% | −344−51.0% | Reduced |
| Ancora Advisors, LLC | 330 | $222.4K | 0.00% | +10+3.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 331 | $223.0K | 0.07% | +6+1.8% | Added |
| Chesley Taft & Associates LLC | 331 | $223.0K | 0.01% | +12+3.8% | Added |
| Daymark Wealth Partners, LLC | 331 | $223.0K | 0.01% | +331 | New |
| Verdence Capital Advisors LLC | 333 | $224.3K | 0.01% | +18+5.7% | Added |
| Jacobsen Capital Management | 333 | $224.4K | 0.07% | +333 | New |
| VisionPoint Advisory Group, LLC | 335 | $225.7K | 0.04% | +23+7.4% | Added |
| Icon Wealth Advisors, LLC | 335 | $225.7K | 0.02% | +25+8.1% | Added |
| BCGM Wealth Management, LLC | 337 | $227.1K | 0.06% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 337 | $227.3K | 0.00% | +36+12.0% | Added |
| LeConte Wealth Management, LLC | 338 | $227.8K | 0.15% | +338 | New |
| Walser Wealth Management Company, A Ltd Liability Co | 340 | $228.9K | 0.12% | +340 | New |
