| Friedenthal Financial | 264 | $97.7K | 0.05% | +264 | New |
| Wiser Advisor Group LLC | 266 | $98.3K | 0.11% | +1+0.4% | Added |
| Vermillion Wealth Management, Inc. | 269 | $99.7K | 0.04% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 270 | $99.8K | 0.09% | +1+0.4% | Added |
| Abound Wealth Management | 277 | $102.6K | 0.02% | +77+38.5% | Added |
| Global Wealth Strategies & Associates | 280 | $103.6K | 0.03% | −22−7.3% | Reduced |
| Kemnay Advisory Services Inc. | 280 | $103.6K | 0.02% | +280 | New |
| Private Wealth Management Group, LLC | 284 | $105.1K | 0.03% | 00.0% | Unchanged |
| Graney & King, LLC | 293 | $108.4K | 0.06% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 331 | $109.9K | 0.03% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 300 | $111.0K | 0.10% | +300 | New |
| Old Point Trust & Financial Services N A | 302 | $111.7K | 0.03% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 303 | $112.1K | 0.07% | +303 | New |
| Bayforest Capital Ltd | 311 | $115.1K | 0.09% | +311 | New |
| Crews Bank & Trust | 312 | $115.4K | 0.02% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 313 | $115.8K | 0.50% | 00.0% | Unchanged |
| Rossby Financial, LCC | 321 | $118.8K | 0.04% | +48+17.6% | Added |
| Kerr Financial Planning Corp | 343 | $121.9K | 0.17% | −1−0.3% | Reduced |
| Boreal Capital Management LLC | 336 | $124.3K | 0.09% | +20+6.3% | Added |
| Gables Capital Management Inc. | 340 | $125.8K | 0.05% | 00.0% | Unchanged |
| Pioneer Family Office, LLC | 350 | $129.5K | 0.09% | +350 | New |
| Gleason Group, Inc. | 353 | $130.8K | 0.01% | +10+2.9% | Added |
| Whi Trust Co LLC | 357 | $132.2K | 0.10% | +357 | New |
| Hollencrest Capital Management | 365 | $134.9K | 0.00% | +1+0.3% | Added |
| Bernard Wealth Management Corp. | 367 | $135.8K | 0.06% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 369 | $136.5K | 0.02% | +369 | New |
| Atlantic Edge Private Wealth Management, LLC | 374 | $138.3K | 0.03% | −20−5.1% | Reduced |
| Richardson Financial Services Inc. | 379 | $140.2K | 0.09% | +42+12.5% | Added |
| High Note Wealth, LLC | 382 | $141.3K | 0.03% | +38+11.0% | Added |
| Barnes Dennig Private Wealth Management LLC | 387 | $143.2K | 0.14% | +387 | New |
| GW&K Investment Management, LLC | 393 | $145.0K | 0.00% | +10+2.6% | Added |
| MRP Capital Investments, LLC | 400 | $148.0K | 0.12% | −184−31.5% | Reduced |
| Sankala Group LLC | 480 | $148.3K | 0.12% | +480 | New |
| Murphy & Mullick Capital Management Corp | 409 | $151.3K | 0.11% | +101+32.8% | Added |
| JCIC Asset Management Inc. | 410 | $151.7K | 0.05% | 00.0% | Unchanged |
| Birchbrook, Inc. | 410 | $151.7K | 0.08% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 412 | $152.4K | 0.03% | +7+1.7% | Added |
| Triumph Capital Management | 418 | $154.7K | 0.03% | +418 | New |
| Fairscale Capital, LLC | 419 | $155.0K | 0.10% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 420 | $155.3K | 0.01% | −7−1.6% | Reduced |
| Bell Investment Advisors, Inc | 423 | $156.5K | 0.02% | +18+4.4% | Added |
| ORG Partners LLC | 430 | $159.1K | 0.03% | +2+0.5% | Added |
| Bruce G. Allen Investments, LLC | 436 | $161.3K | 0.11% | −19−4.2% | Reduced |
| FWL Investment Management, LLC | 438 | $162.0K | 0.04% | +104+31.1% | Added |
| Bay Harbor Wealth Management, LLC | 439 | $162.4K | 0.04% | −18−3.9% | Reduced |
| Financial Freedom, LLC | 440 | $162.8K | 0.08% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 463 | $163.0K | 2.88% | +463 | New |
| Jessup Wealth Management, Inc | 443 | $163.7K | 0.05% | +443 | New |
| Prudent Man Investment Management, Inc. | 449 | $166.1K | 0.06% | +385+601.6% | Added |
| Field & Main Bank | 453 | $167.6K | 0.05% | +53+13.3% | Added |
| Cheviot Value Management, LLC | 475 | $169.6K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 460 | $170.2K | 0.07% | 00.0% | Unchanged |
| Security National Bank | 464 | $171.7K | 0.02% | 00.0% | Unchanged |
| Vision Retirement, LLC | 470 | $173.7K | 0.05% | +470 | New |
| First Community Trust NA | 475 | $175.7K | 0.13% | −75−13.6% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 489 | $180.9K | 0.01% | +489 | New |
| AXS Investments LLC | 501 | $185.3K | 0.06% | −27−5.1% | Reduced |
| Creative Capital Management Investments LLC | 502 | $185.7K | 0.06% | +2+0.4% | Added |
| Creative Financial Designs Inc | 508 | $187.8K | 0.01% | +157+44.7% | Added |
| Transamerica Financial Advisors, Inc. | 514 | $190.2K | 0.02% | +252+96.2% | Added |
| Litman Gregory Asset Management LLC | 525 | $194.2K | 0.01% | +525 | New |
| Wealth Preservation Advisors, LLC | 529 | $195.6K | 0.10% | +1+0.2% | Added |
| Ameriflex Group, Inc. | 530 | $196.0K | 0.10% | −145−21.5% | Reduced |
| Signature Equity Partners, LLC | 530 | $196.2K | 0.11% | +530 | New |
| Ritter Daniher Financial Advisory LLC | 531 | $196.4K | 0.03% | +243+84.4% | Added |
| Mascoma Wealth Management LLC | 533 | $197.2K | 0.04% | −88−14.2% | Reduced |
| VSM Wealth Advisory, LLC | 533 | $197.2K | 0.06% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 534 | $197.6K | 0.02% | −534−50.0% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 541 | $200.1K | 0.06% | +541 | New |
| IMG Wealth Management, Inc. | 541 | $200.1K | 0.13% | +32+6.3% | Added |
| Versor Investments LP | 542 | $200.5K | 0.03% | +542 | New |
| Tempus Wealth Planning, LLC | 543 | $200.9K | 0.05% | +543 | New |
| MJT & Associates Financial Advisory Group, Inc. | 543 | $200.9K | 0.15% | 00.0% | Unchanged |
| Cordoba Advisory Partners LLC | 543 | $200.9K | 0.05% | +543 | New |
| B.O.S.S. Retirement Advisors, LLC | 543 | $201.0K | 0.06% | +543 | New |
| Acorn Creek Capital LLC | 544 | $201.3K | 0.07% | +544 | New |
| Park Place Capital Corp | 546 | $202.0K | 0.04% | +5+0.9% | Added |
| Topsail Wealth Management, LLC | 546 | $202.0K | 0.03% | +546 | New |
| Kelly Financial Group LLC | 547 | $202.3K | 0.05% | +547 | New |
| August Group Capital Ltd | 548 | $202.4K | 0.22% | +548 | New |
| COFG Advisors, LLC | 548 | $202.7K | 0.05% | +548 | New |
| Harbour Investment Management LLC | 550 | $203.5K | 0.11% | −2,500−82.0% | Reduced |
| Catherine Avery Investment Management LLC | 550 | $203.5K | 0.12% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 550 | $203.5K | 0.05% | +550 | New |
| Heritage Wealth Management, Inc. | 550 | $203.5K | 0.13% | +550 | New |
| Wilkins Miller Wealth Management, LLC | 550 | $203.8K | 0.12% | +550 | New |
| Stony Point Wealth Management Inc. | 552 | $204.3K | 0.08% | +552 | New |
| Carmel Capital Partners, LLC | 553 | $204.6K | 0.07% | +553 | New |
| Argyle Capital Partners, LLC | 555 | $205.5K | 0.15% | −210−27.5% | Reduced |
| Madison Asset Management, LLC | 556 | $205.7K | 0.00% | +556 | New |
| Financial Advisory Corp | 556 | $206.0K | 0.05% | +556 | New |
| Cherrydale Wealth Management, LLC | 557 | $206.1K | 0.06% | +557 | New |
| Warren Street Wealth Advisors, LLC | 557 | $206.1K | 0.06% | −259−31.7% | Reduced |
| TCP Asset Management, LLC | 557 | $206.1K | 0.03% | +557 | New |
| Community Trust & Investment Co | 557 | $206.1K | 0.01% | +557 | New |
| Addison Advisors LLC | 558 | $206.4K | 0.05% | −11−1.9% | Reduced |
| Intrua Financial, LLC | 559 | $206.7K | 0.02% | −53−8.7% | Reduced |
| Stephens Consulting, LLC | 560 | $207.0K | 0.07% | +2+0.4% | Added |
| Kelly Financial Services LLC | 564 | $208.5K | 0.05% | +564 | New |
| Whalerock Point Partners, LLC | 564 | $208.7K | 0.04% | +564 | New |
