| Evolution Wealth Management Inc. | 70 | $49.6K | 0.04% | +51+268.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 70 | $49.6K | 0.01% | +5+7.7% | Added |
| Marquette Asset Management, LLC | 72 | $51.0K | 0.01% | +14+24.1% | Added |
| Stephenson National Bank & Trust | 74 | $52.4K | 0.01% | −2−2.6% | Reduced |
| Sellwood Investment Partners LLC | 74 | $52.4K | 0.02% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 74 | $52.7K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 75 | $53.1K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 75 | $53.1K | 0.00% | +75 | New |
| Atomic Invest LLC | 80 | $53.7K | 0.03% | +7+9.6% | Added |
| Financial Network Wealth Advisors LLC | 76 | $53.8K | 0.06% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 76 | $53.8K | 0.03% | +39+105.4% | Added |
| Strive Financial Group ,LLC | 78 | $55.0K | 0.03% | 00.0% | Unchanged |
| Dorato Capital Management | 72 | $55.6K | 0.04% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 79 | $55.9K | 0.04% | +79 | New |
| Highline Wealth Partners LLC | 79 | $56.1K | 0.01% | +26+49.1% | Added |
| Mascoma Wealth Management LLC | 81 | $57.4K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 81 | $57.4K | 0.01% | +22+37.3% | Added |
| Loomis Sayles & Co L P | 84 | $59.5K | 0.00% | −31−27.0% | Reduced |
| Intentional Wealth Strategies, LLC | 87 | $61.6K | 0.06% | +87 | New |
| Harbor Asset Planning, Inc. | 88 | $62.1K | 0.05% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 88 | $62.3K | 0.05% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 88 | $62.3K | 0.06% | +1+1.1% | Added |
| Banque de Luxembourg S.A. | 89 | $63.1K | 0.03% | −69−43.7% | Reduced |
| Osterweis Capital Management Inc | 91 | $64.5K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 92 | $65.2K | 0.04% | −1−1.1% | Reduced |
| Bayforest Capital Ltd | 93 | $65.9K | 0.07% | −421−81.9% | Reduced |
| Retirement Wealth Solutions LLC | 95 | $67.0K | 0.04% | −2−2.1% | Reduced |
| Nalls Sherbakoff Group, LLC | 96 | $68.2K | 0.05% | 00.0% | Unchanged |
| Kilter Group LLC | 97 | $68.7K | 0.03% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 98 | $69.4K | 0.03% | −54−35.5% | Reduced |
| Covestor Ltd | 98 | $70.0K | 0.05% | −118−54.6% | Reduced |
| Legacy Wealth Managment, LLC | 99 | $70.1K | 0.03% | +24+32.0% | Added |
| Stance Capital LLC | 99 | $70.1K | 0.03% | +99 | New |
| Sumitomo Mitsui Financial Group, Inc. | 100 | $70.8K | 0.00% | −120−54.5% | Reduced |
| Albion Financial Group | 100 | $70.8K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $70.8K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 100 | $70.8K | 0.04% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 100 | $70.8K | 0.06% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 100 | $70.8K | 0.02% | +100 | New |
| Financial Management Professionals, Inc. | 104 | $73.7K | 0.01% | +4+4.0% | Added |
| Birchwood Financial Partners, Inc. | 105 | $74.4K | 0.07% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 106 | $75.3K | 0.04% | 00.0% | Unchanged |
| Park Place Capital Corp | 111 | $78.6K | 0.02% | −9−7.5% | Reduced |
| Daytona Street Capital LLC | 110 | $80.8K | 0.06% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 117 | $82.9K | 0.03% | +35+42.7% | Added |
| Dogwood Wealth Management LLC | 120 | $85.0K | 0.04% | +27+29.0% | Added |
| Valued Wealth Advisors LLC | 123 | $86.9K | 0.04% | +11+9.8% | Added |
| Kimelman & Baird, LLC | 124 | $87.8K | 0.01% | +24+24.0% | Added |
| Robinswood Financial LLC | 124 | $88.3K | 0.03% | 00.0% | Unchanged |
| Protective Life Corp | 125 | $88.6K | 0.29% | +125 | New |
| Midwest Capital Advisors, LLC | 125 | $88.9K | 0.04% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 127 | $90.2K | 0.10% | +52+69.3% | Added |
| Burkett Financial Services, LLC | 130 | $92.3K | 0.03% | +25+23.8% | Added |
| ZRC Wealth Management, LLC | 131 | $92.5K | 0.03% | +1+0.8% | Added |
| Measured Wealth Private Client Group, LLC | 133 | $94.3K | 0.03% | −306−69.7% | Reduced |
| United Financial Planning Group LLC | 134 | $95.2K | 0.06% | +12+9.8% | Added |
| Syntax Research, Inc. | 135 | $95.6K | 0.06% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 136 | $96.4K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 137 | $96.7K | 0.03% | +11+8.7% | Added |
| Lloyd Advisory Services, LLC. | 137 | $96.7K | 0.03% | +137 | New |
| American Capital Advisory, LLC | 140 | $99.4K | 0.04% | +5+3.7% | Added |
| Whi Trust Co LLC | 142 | $100.6K | 0.08% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 145 | $102.7K | 0.01% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 145 | $102.7K | 0.06% | 00.0% | Unchanged |
| Palladiem, LLC | 132 | $103.9K | 0.10% | +130+6,500.0% | Added |
| Advantage Trust Co | 148 | $104.9K | 0.05% | −19−11.4% | Reduced |
| Kemnay Advisory Services Inc. | 149 | $105.6K | 0.02% | −37−19.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 149 | $105.6K | 0.05% | +41+38.0% | Added |
| Quest 10 Wealth Builders, Inc. | 149 | $105.6K | 0.09% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 151 | $107.1K | 0.06% | +38+33.6% | Added |
| Lodestone Wealth Management LLC | 157 | $111.1K | 0.04% | −5−3.1% | Reduced |
| Ares Financial Consulting, LLC | 153 | $111.7K | 0.09% | +38+33.0% | Added |
| Essential Partners LLC | 159 | $112.7K | 0.04% | +6+3.9% | Added |
| Broadwater Capital Management LLC | 200 | $114.6K | 0.09% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 165 | $116.9K | 0.05% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 166 | $117.6K | 0.03% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 166 | $117.6K | 0.07% | 00.0% | Unchanged |
| Joseph Group Capital Management | 168 | $119.0K | 0.03% | +49+41.2% | Added |
| MBM Wealth Consultants, LLC | 168 | $119.0K | 0.03% | +168 | New |
| IMA Wealth, Inc. | 172 | $121.9K | 0.01% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 174 | $123.3K | 0.01% | +174 | New |
| CDKV Holdings LLC | 177 | $125.2K | 0.11% | −10−5.3% | Reduced |
| Founders Capital Management | 180 | $127.5K | 0.06% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 182 | $128.9K | 0.05% | +82+82.0% | Added |
| Bruce G. Allen Investments, LLC | 184 | $130.4K | 0.09% | +18+10.8% | Added |
| Proathlete Wealth Management LLC | 188 | $133.3K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 189 | $134.2K | 0.04% | 00.0% | Unchanged |
| Financial Life Planners | 191 | $135.0K | 0.10% | +191 | New |
| Nvest Wealth Strategies, Inc. | 193 | $136.4K | 0.10% | +1+0.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 152 | $137.5K | 0.07% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 149 | $138.1K | 0.02% | 00.0% | Unchanged |
| Sfam, LLC | 195 | $138.2K | 0.13% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 197 | $139.6K | 0.04% | +48+32.2% | Added |
| Sachetta, LLC | 198 | $140.3K | 0.08% | +39+24.5% | Added |
| Horrell Capital Management, Inc. | 200 | $141.7K | 0.06% | −26−11.5% | Reduced |
| Chelsea Counsel Co | 200 | $141.7K | 0.06% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 200 | $141.7K | 0.05% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 202 | $143.1K | 0.11% | +2+1.0% | Added |
| Paladin Partners, LLC | 207 | $146.7K | 0.11% | 00.0% | Unchanged |
| High Note Wealth, LLC | 209 | $148.1K | 0.03% | +10+5.0% | Added |
